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Update HR KPI and finance dashboard docs

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This commit is contained in:
metacube
2026-05-15 10:25:01 +02:00
parent 001e2a73d5
commit e20693243d
16 changed files with 1388 additions and 108 deletions
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TrafagSalesExporter/TrafagSalesExporter.Tests/HrKpiServiceTests.cs
+165 -2
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@@ -28,6 +28,12 @@ public sealed class HrKpiServiceTests : IDisposable
Directory.Delete(_folder, recursive: true);
}
[Fact]
public void HrKpiOptions_Default_Exit_Year_Is_Empty()
{
Assert.Null(new HrKpiOptions().Year);
}
[Fact]
public async Task BuildAsync_Applies_Organisation_Filter_To_Absences()
{
@@ -60,6 +66,90 @@ public sealed class HrKpiServiceTests : IDisposable
Assert.DoesNotContain(result.Leavers, row => row.Austrittsdatum?.Year == 2024);
}
[Fact]
public async Task BuildAsync_With_Empty_Exit_Year_Includes_All_Leaver_Years()
{
var result = await _service.BuildAsync(new HrKpiOptions
{
DataFolder = _folder,
Year = null
});
Assert.Contains(2025, result.ExitYearOptions);
Assert.Contains(2024, result.ExitYearOptions);
Assert.Contains(result.Leavers, row => row.Austrittsdatum?.Year == 2025);
Assert.Contains(result.Leavers, row => row.Austrittsdatum?.Year == 2024);
}
[Fact]
public async Task BuildAsync_Employee_Only_Filters_Do_Not_Distort_Turnover_Denominator()
{
var result = await _service.BuildAsync(new HrKpiOptions
{
DataFolder = _folder,
Year = 2025,
KostenstelleText = "100 / Org A"
});
var activeHeadcount = Assert.Single(result.Metrics, metric => metric.Label == "Headcount aktiv");
Assert.Equal("1", activeHeadcount.Value);
var turnoverHeadcount = Assert.Single(result.TurnoverMetrics, metric => metric.Label == "Headcount Festangestellt");
Assert.Equal(3.0m.ToString("N1"), turnoverHeadcount.Value);
Assert.Contains(result.Notices, notice => notice.Contains("nicht die Fluktuation", StringComparison.OrdinalIgnoreCase));
}
[Fact]
public async Task BuildAsync_Uses_Average_Headcount_For_Turnover_Formulas()
{
RewriteEmployeeRows(
[
[4001, "Stable, Anna", "Org A", "100 / Org A", "Engineer", "n", new DateTime(2020, 1, 1), "Aktiv", "0:00", 25, 0, 0, 100000, "CHF"],
[4002, "Stable, Bruno", "Org A", "100 / Org A", "Engineer", "n", new DateTime(2020, 1, 1), "Aktiv", "0:00", 25, 0, 0, 100000, "CHF"],
[4003, "Stable, Carla", "Org A", "100 / Org A", "Engineer", "n", new DateTime(2020, 1, 1), "Aktiv", "0:00", 25, 0, 0, 100000, "CHF"]
]);
RewriteLeaverRows(
[
[5001, "Leaving, Lea", "Org A", "Engineer", "Inaktiv", new DateTime(2025, 6, 30), new DateTime(2025, 1, 1), "Kündigung AN"]
]);
var result = await _service.BuildAsync(new HrKpiOptions
{
DataFolder = _folder,
Year = 2025
});
var avgYearHeadcount = Assert.Single(result.TurnoverMetrics, metric => metric.Label == "Avg Headcount Jahr");
Assert.Equal(3.5m.ToString("N1"), avgYearHeadcount.Value);
var yearRate = Assert.Single(result.TurnoverMetrics, metric => metric.Label == "Fluktuation Jahr Effektiv %");
Assert.Equal((1m / 3.5m).ToString("P1"), yearRate.Value);
Assert.Equal("Austritte Jahr / Avg HC Jahr", yearRate.Detail);
}
[Fact]
public async Task BuildAsync_Uses_Distinct_Persons_In_Turnover_Visuals()
{
AppendLeaverRow(
1001,
"Alpha, Anna",
"Org A",
"Engineer",
new DateTime(2025, 3, 20),
new DateTime(2020, 1, 1),
"Arbeitnehmer Kuendigung");
var result = await _service.BuildAsync(new HrKpiOptions
{
DataFolder = _folder,
Year = 2025
});
Assert.Equal(1, result.TurnoverVisuals.MonthlyRelevantLeavers[2].Count);
Assert.Equal(1, result.TurnoverVisuals.RelevantByOrganisation.Single(row => row.Label == "Org A").Count);
Assert.Equal(3, result.TurnoverVisuals.FunnelSteps.Single(row => row.Label == "Austritte Total").Count);
}
[Fact]
public async Task BuildAsync_Excludes_Missing_Personalnummer_From_Distinct_Headcount_And_Uses_Fte_Fallback()
{
@@ -76,6 +166,9 @@ public sealed class HrKpiServiceTests : IDisposable
Assert.Null(fallbackEmployee.BeschaeftigungsgradProzent);
Assert.Equal(0.5m, fallbackEmployee.Fte);
var absenceRate = Assert.Single(result.AbsenceMetrics, metric => metric.Label == "Krankenquote");
Assert.Contains("FTE", absenceRate.Detail);
Assert.Contains(result.Notices, notice => notice.Contains("ohne Personalnummer", StringComparison.OrdinalIgnoreCase));
Assert.Contains(result.Notices, notice => notice.Contains("FTE-Fallback", StringComparison.OrdinalIgnoreCase));
}
@@ -93,7 +186,29 @@ public sealed class HrKpiServiceTests : IDisposable
Assert.Single(result.Leavers, row => row.IstFluktuationsrelevant);
Assert.Contains(result.Leavers, row => row.FluktuationAusschlussgrund == "Kuendigung durch Trafag");
Assert.Contains(result.Leavers, row => row.FluktuationAusschlussgrund == "Praktikant");
Assert.Equal(1, result.TurnoverVisuals.MonthlyRelevantLeavers.Single(row => row.Label == "Mär").Count);
Assert.Equal(1, result.TurnoverVisuals.MonthlyRelevantLeavers[2].Count);
}
[Fact]
public async Task BuildAsync_Recognizes_Rexx_Kuendigung_AN_And_AG()
{
RewriteLeaverRows(
[
[3001, "Employee, Eva", "Org A", "Engineer", "Inaktiv", new DateTime(2025, 6, 1), new DateTime(2020, 1, 1), "Kündigung AN"],
[3002, "Employer, Emil", "Org A", "Engineer", "Inaktiv", new DateTime(2025, 6, 2), new DateTime(2020, 1, 1), "Kündigung AG"],
[3003, "Retired, Rita", "Org A", "Engineer", "Inaktiv", new DateTime(2025, 6, 3), new DateTime(2020, 1, 1), "Ruhestand"]
]);
var result = await _service.BuildAsync(new HrKpiOptions
{
DataFolder = _folder,
Year = 2025
});
Assert.Equal("1", Assert.Single(result.TurnoverMetrics, metric => metric.Label == "Austritte Arbeitnehmerkuendigung").Value);
Assert.Equal("1", Assert.Single(result.TurnoverMetrics, metric => metric.Label == "Austritte Fluktuationsrelevant").Value);
Assert.Contains(result.Leavers, row => row.Austrittsart == "Kündigung AG" && row.FluktuationAusschlussgrund == "Kuendigung durch Trafag");
Assert.Contains(result.Leavers, row => row.Austrittsart == "Ruhestand" && row.FluktuationAusschlussgrund == "Pensionierung");
}
private static void WriteFixtureFiles(string folder)
@@ -151,10 +266,58 @@ public sealed class HrKpiServiceTests : IDisposable
[
[1001, "Alpha, Anna", "Org A", "Engineer", "Inaktiv", new DateTime(2025, 3, 10), new DateTime(2020, 1, 1), "Arbeitnehmer Kuendigung"],
[1002, "Beta, Bruno", "Org B", "Engineer", "Inaktiv", new DateTime(2025, 4, 5), new DateTime(2024, 2, 1), "Kuendigung Arbeitgeber"],
[2001, "Trainee, Tom", "Org A", "Praktikant", "Inaktiv", new DateTime(2025, 5, 5), new DateTime(2025, 1, 1), "Arbeitnehmer Kuendigung"]
[2001, "Trainee, Tom", "Org A", "Praktikant", "Inaktiv", new DateTime(2025, 5, 5), new DateTime(2025, 1, 1), "Arbeitnehmer Kuendigung"],
[1003, "Fallback, Fiona", "Org B", "Engineer", "Inaktiv", new DateTime(2024, 12, 15), new DateTime(2025, 1, 15), "Arbeitnehmer Kuendigung"]
]);
}
private void AppendLeaverRow(
int personalNumber,
string name,
string organisation,
string position,
DateTime exitDate,
DateTime entryDate,
string exitType)
{
var path = Path.Combine(_folder, "Personalausgeschieden.xlsx");
using var workbook = new XLWorkbook(path);
var sheet = workbook.Worksheets.First();
var row = sheet.LastRowUsed()!.RowNumber() + 1;
sheet.Cell(row, 1).Value = personalNumber;
sheet.Cell(row, 2).Value = name;
sheet.Cell(row, 3).Value = organisation;
sheet.Cell(row, 4).Value = position;
sheet.Cell(row, 5).Value = "Inaktiv";
sheet.Cell(row, 6).Value = exitDate;
sheet.Cell(row, 7).Value = entryDate;
sheet.Cell(row, 8).Value = exitType;
workbook.Save();
}
private void RewriteLeaverRows(object?[][] rows)
{
WriteWorkbook(Path.Combine(_folder, "Personalausgeschieden.xlsx"),
[
"Personalnummer", "Nachname, Vorname (Link Personal)", "Organisation-1", "Stelle-1",
"Personal Status", "Austrittsdatum", "Eintrittsdatum", "Austrittsart"
],
rows);
}
private void RewriteEmployeeRows(object?[][] rows)
{
WriteWorkbook(Path.Combine(_folder, "Saldiperstichdatum.xlsx"),
[
"Personalnummer", "Nachname, Vorname (Link Personal)", "Organisation", "Kostenstelle", "Stelle",
"Leitung j/n", "Eintrittsdatum", "Personal Status", "Stunden Saldo", "Urlaubsanspruch",
"Urlaub Rest", "Ferien ausstehend (Tage)", "Lohn", "Lohn Waehrung"
],
rows);
}
private static void WriteWorkbook(string path, string[] headers, object?[][] rows)
{
using var workbook = new XLWorkbook();