eg

AGENTS.md

@@ -0,0 +1,133 @@
+# AGENTS.md
+
+Guidance for agents working in this repository (Brandize · BI Dashboard).
+
+## What this project is
+
+A **flat, server-free browser dashboard** for the Brandize BI webhook. It renders
+gross revenue (Brutto inkl. USt) per departure country plus a VAT summary, with KPI
+cards, bar charts and detail tables. There is **no build step, no framework, no
+package manager** — just static files opened directly in a browser.
+
+Supporting tools: a bash dev-server launcher (`start`) and a Python CLI (`send`) that
+uploads CSV rows to an n8n webhook. SQL scripts (`sql/`) define the upstream queries
+that feed the webhook (Odoo 17 / PostgreSQL).
+
+## Layout
+
+| Path | Purpose |
+| --- | --- |
+| `index.html` | Dashboard markup: sidebar nav, shared filter bar, one `<main class="view">` per report, auth overlay |
+| `styles.css` | All styling (CSS custom properties in `:root`, BEM-ish class names) |
+| `app.js` | Everything: data loading, parsing, rendering, CSV export, auth, navigation |
+| `README.md` | User-facing docs (German/English mixed). Update it when behavior changes |
+| `start` | Bash: installs `live-server` if missing and serves the folder on :8080 |
+| `send` | Python CLI: batches CSV rows to the `.../webhook/VAT` n8n webhook |
+| `sql/*.sql` | Upstream Odoo/PostgreSQL queries (see below) |
+| `data/` | Git-ignored. Empty in the repo; holds local CSV payloads for `send` |
+
+## Running / validating
+
+There is **no test suite and no linter**. Validation is manual:
+
+- Open `index.html` directly (double-click) — the intended primary usage, works over `file://`.
+- Or run `./start` and browse `http://localhost:8080` for live reload.
+- `./send data/<file>.csv` requires Python 3 + `requests` and network access to the webhook.
+
+Because `fetch` hits a remote webhook protected by HTTP Basic Auth, you generally
+**cannot fully exercise the UI without valid credentials and network access**. Don't
+claim validation passed unless you actually loaded the page and saw it work; otherwise
+state clearly what you could not run.
+
+## Architecture notes (`app.js`)
+
+Single file, loaded as a plain `<script>` (not a module), `"use strict"` at the top.
+No bundler — keep everything in global scope as the file already does.
+
+- **Config constants** at the top: `API_URL`, `MONTHS` (German abbreviations), `PALETTE`.
+- **`els`** — a single object caching all `getElementById`/`querySelector` lookups.
+  Add new DOM handles here rather than querying inline.
+- **State**: `currentView`, `lastData` (`{ abgangsland, vat }`), `auth`.
+- **Sections** are delimited by `/* ---------- Name ---------- */` banners: Auth,
+  Period selector, Formatting, Data, Rendering (per report), CSV export, Navigation, Init.
+- **Views**: the `VIEWS` map defines title/subtitle per view id. `showView(name)`
+  toggles `.hidden` on the `<main class="view">` elements and re-renders. A new report
+  needs: markup section in `index.html`, an entry in `VIEWS`, a render function, and a
+  `viewEls()` branch.
+- **Data flow**: `load()` → `POST API_URL` with `{ query, month }` → `extractArray(payload, key)`
+  → `normalizeAbgangsland` / `normalizeVat` → `renderActiveView()`. `load()` queries
+  **only** the active dashboard's dataset; it is triggered from `showView()` (when a
+  dashboard is displayed) and from the refresh/period controls — never prefetched.
+
+### Webhook / data contract
+
+- The webhook is called with **POST** and a JSON body `{ "query": <key>, "month": "YYYY-MMM" }`
+  (quarter dashboards send `{ "query": <key>, "quarter": "YYYY-QN" }` instead).
+  `query` selects the dataset. The datasets are large, so **exactly one dataset is
+  requested per call**, for the dashboard currently shown (no prefetching).
+- Query keys: `"Summe je Abgangsland"` (Umsatz je Abgangsland), `"VAT Summary"`,
+  `"ODOO Rechnungen pro Monat"`, `"Alle Rechnungen pro Monat"` and `"Quartal Schweiz"`.
+  Each view's `query` lives in the `VIEWS` map, which maps the active dashboard to its
+  `normalize` function; `quarter: true` marks the dashboards that use a quarter period.
+- `extractArray` accepts the dataset either as a bare array or wrapped under the
+  query key (case-insensitive). If the shape changes upstream, adjust the normalizers.
+- The webhook returns **German-formatted strings**, e.g. `"90.717,93 €"` and
+  `"1.234"`. Parsing (`parseEuro`, `parseQuantity`) strips symbols and swaps
+  `.`/`,` — do **not** use `parseFloat` directly on the raw values.
+- `month` uses `YYYY-MMM` (e.g. `2026-SEP`), matching `%(month)s` in `sql/*.sql`;
+  `quarter` uses `YYYY-QN` (e.g. `2026-Q3`), matching `%(quarter)s` in `sql/Quartal_Schweiz.sql`.
+
+### Auth
+
+HTTP Basic. The first request goes out without credentials; a `401` triggers the
+login overlay. Credentials live in `sessionStorage` (best-effort — unavailable on
+`file://`, where they stay in memory only) and are sent as `Authorization: Basic ...`.
+
+## SQL scripts (`sql/`)
+
+Odoo 17 / PostgreSQL against table `brandize_datacenter_amazon_vat_transaction`.
+Each file has a header block documenting the model, parameters and invocation.
+
+- Parameter is named `%(month)s` for psycopg2; in `psql` use `:'month'` instead
+  (documented in the headers — respect this distinction).
+- Money is formatted **in SQL** to German notation via
+  `translate(to_char(...), ',.', '.,') || ' €'` so the frontend receives display-ready
+  strings. Keep formatting consistent if you add columns.
+- `Delete_Activity_Period.sql` is destructive — note the "ACHTUNG" warning and the
+  transaction-bracket guidance. Be cautious editing it.
+
+## Conventions
+
+- **Language**: UI text is **German**, code identifiers and comments are English
+  (comments occasionally German). Keep new user-facing strings German.
+- **Number/date formatting**: always `de-DE` via `toLocaleString` in JS and German
+  `to_char` formatting in SQL. Dates as `YYYY-MMM` with the `MONTHS` abbreviations.
+- **JS style**: `"use strict"`, double quotes, semicolons, 2-space indent, `const`/`let`
+  (no `var`), named `function` declarations, `camelCase`. Nullish-safe (`??`, optional
+  guards). DOM built imperatively with `document.createElement` (charts are hand-rolled
+  bars/lists, no chart library).
+- **CSS**: use the existing `:root` custom properties for colors/spacing/radius; reuse
+  existing class patterns rather than inventing new naming.
+- **CSV export**: semicolon-delimited, UTF-8 **with BOM** (for Excel umlauts), CRLF line
+  endings, includes a `Gesamt` total row, filename `*_YYYY-MMM.csv`. Follow this pattern
+  for any new exportable view.
+- Keep changes minimal and consistent with the existing file structure — this is a small,
+  intentionally dependency-free static app. Prefer no new dependencies.
+
+## Gotchas
+
+- `data/` is git-ignored; never commit contents from it. `send` expects CSVs with a
+  header row (`csv.DictReader`) and posts JSON arrays in batches of 50.
+- The `send` script targets a **different** webhook (`/webhook/VAT`) than the dashboard
+  (`/webhook/bi-dashboard`). Don't conflate them.
+- `fetch` from `file://` sends `Origin: null`; the webhook reflects origins to allow CORS.
+  Changing how requests are made can break the "just open the file" workflow.
+- README documents behavior (navigation, auth, CSV, filter). If you change any of these,
+  update `README.md` in the same change.
+- The invoice dashboards (*ODOO Rechnungen pro Monat*, *Alle Rechnungen pro Monat*
+  and *Quartal Schweiz*) are pivot experiments: they load jQuery, jQuery UI and
+  PivotTable.js from CDNs (so they need internet), reuse `normalizeRechnungen`, and
+  render via `renderRechnungenPivot` (no detail table). Layouts come from
+  `PIVOT_PRESETS` (keyed per view; the Vorlage dropdown) / the pivotUI panel; the
+  renderer is fixed to *Table*. The pivot container is recreated on each render so
+  a preset actually applies.

README.md

@@ -15,6 +15,12 @@ The page calls the webhook directly:
 https://brandize.app.n8n.cloud/webhook/bi-dashboard
 ```
 
+via a **POST** request with a JSON body:
+
+```json
+{ "query": "Summe je Abgangsland", "month": "2026-SEP" }
+```
+
 The webhook sends CORS headers (it reflects the request `Origin`, including
 `null` for `file://`), so a direct browser call works.
 
@@ -24,9 +30,11 @@ The left sidebar groups reports by topic:
 
 - **Amazon** → *Umsatz je Abgangsland* (Brutto inkl. USt je Abgangsland)
 - **Amazon** → *VAT Summary* (USt-Übersicht je Land)
-- **ODOO** → *Dashboard* (placeholder, to follow)
+- **ODOO** → *Rechnungen pro Monat* (Pivot über Odoo-Rechnungen)
+- **Gesamt** → *Alle Rechnungen pro Monat* (PivotTable.js-Experiment)
+- **Gesamt** → *Quartal Schweiz* (AMAZON + ODOO, Lieferung in die Schweiz)
 
-Both groups start collapsed, so no submenu is visible when the page opens.
+All groups start collapsed, so no submenu is visible when the page opens.
 Clicking a topic expands its submenu; clicking a submenu item switches the
 view.
 
@@ -49,8 +57,11 @@ Gesamt row:
 
 - *Umsatz je Abgangsland* → `umsatz-je-abgangsland_YYYY-MMM.csv`
 - *VAT Summary* → `vat-summary_YYYY-MMM.csv`
+- *Rechnungen pro Monat* → `odoo-rechnungen_YYYY-MMM.csv`
+- *Alle Rechnungen pro Monat* → `gesamt-rechnungen-pivot_YYYY-MMM.csv`
+- *Quartal Schweiz* → `schweiz-quartal_YYYY-QN.csv`
 
-The button is disabled on dashboards without data (e.g. the ODOO placeholder).
+The button is disabled while no dataset is loaded for the current dashboard.
 
 ## Filter
 
@@ -58,15 +69,55 @@ A shared filter bar sits above every dashboard (labelled **Filter** with a
 funnel icon and the hint *gilt für alle Dashboards*). It holds the **Zeitraum**
 month + year selector (e.g. `2026-SEP`) and the reload button, and stays visible
 across all views. The previous month is preselected. The selected period is
-sent to the webhook as `?month=YYYY-MMM`, matching the `%(month)s` parameter
-used in `../sql/Summe_je_Abgangsland.sql`.
+sent to the webhook in the POST body as `month` (e.g. `2026-SEP`), matching the
+`%(month)s` parameter used in `../sql/*.sql`.
+
+The invoice dashboards (*ODOO Rechnungen pro Monat*, *Alle Rechnungen pro Monat*
+and *Quartal Schweiz*) have an additional, dashboard-specific filter row. *ODOO
+Rechnungen pro Monat* filters by **Tag**, **Bestellnummer**, **Lieferland** and
+**Rechnungsnummer**; *Alle Rechnungen pro Monat* and *Quartal Schweiz* add a
+**Quelle** field. Filtering re-renders the KPIs, chart and pivot live.
+
+For *Quartal Schweiz* the shared **Zeitraum** control shows a **quarter**
+selector (Q1–Q4) instead of the month selector; the year selector is shared.
+
+## Pivot (Experiment)
+
+The three invoice dashboards (*ODOO Rechnungen pro Monat*, *Alle Rechnungen pro
+Monat* and *Quartal Schweiz*) render their data as an interactive
+[PivotTable.js](https://pivottable.js.org/) pivot instead of a detail table.
+The pivot's rows, columns, values and aggregator are freely configurable in the
+pivotUI control panel; the renderer is fixed to *Table*. Each dashboard has its
+own filter row and **Vorlage** dropdown with presets:
+
+- *ODOO Rechnungen pro Monat*: *Standard* (**Rechnungsland** rows, no column
+group, **Sum(Gesamtpreis brutto)**) and *Zahlart*.
+- *Alle Rechnungen pro Monat* and *Quartal Schweiz*: *Standard* (**Quelle**
+rows, no column group, **Sum(Gesamtpreis brutto)**) and *Rechnungsland
+(Spalten)* (adds **Rechnungsland** as the column group).
+
+*Quartal Schweiz* is filtered to invoices with a **delivery into Switzerland**.
+
+Applying a preset also resets the filters. The chosen layout is kept while you
+type in the filters.
+
+It loads jQuery, jQuery UI and PivotTable.js from public CDNs, so — unlike the
+rest of the app — it needs an **internet connection** to render; offline it shows
+a short message instead. To vendor the libraries locally, download them next to
+`index.html` and change the `<link>`/`<script>` URLs in the `<head>`.
 
 ## Data sources
 
-One request to the webhook returns both datasets, which are read by key:
+Because the datasets are large, the dashboard requests **only the dataset of
+the currently displayed dashboard** — one POST per dashboard, sent only when
+that dashboard is opened or reloaded. Nothing is prefetched. The dataset is
+selected with the `query` field:
 
-- `Summe je Abgangsland` → the *Umsatz je Abgangsland* report
-- `VAT Summary` → the *VAT Summary* report
+- *Umsatz je Abgangsland* → `query: "Summe je Abgangsland"`
+- *VAT Summary* → `query: "VAT Summary"`
+- *Rechnungen pro Monat* → `query: "ODOO Rechnungen pro Monat"`
+- *Alle Rechnungen pro Monat* → `query: "Alle Rechnungen pro Monat"`
+- *Quartal Schweiz* → `query: "Quartal Schweiz"` (sends `quarter` instead of `month`)
 
 ## Files
 

app.js

@@ -6,6 +6,7 @@ const PALETTE = ["#4f46e5", "#0ea5e9", "#f59e0b", "#10b981", "#ec4899", "#8b5cf6
 
 const els = {
   month: document.getElementById("month-select"),
+  quarter: document.getElementById("quarter-select"),
   year: document.getElementById("year-select"),
   refresh: document.getElementById("refresh-btn"),
   download: document.getElementById("download-btn"),
@@ -23,6 +24,37 @@ const els = {
   vatTable: document.querySelector("#vat-table tbody"),
   vatPeriod: document.getElementById("vat-period"),
   vatState: document.getElementById("vat-state"),
+  // ODOO · Rechnungen pro Monat
+  odooKpis: document.getElementById("odoo-kpis"),
+  odooChart: document.getElementById("odoo-chart"),
+  odooLegend: document.getElementById("odoo-legend"),
+  odooPeriod: document.getElementById("odoo-period"),
+  odooState: document.getElementById("odoo-state"),
+  odooPivotPreset: document.getElementById("odoo-pivot-preset"),
+  odooFilterTag: document.getElementById("odoo-filter-tag"),
+  odooFilterBestellnummer: document.getElementById("odoo-filter-bestellnummer"),
+  odooFilterLieferland: document.getElementById("odoo-filter-lieferland"),
+  odooFilterNummer: document.getElementById("odoo-filter-rechnungsnummer"),
+  // Gesamt · Alle Rechnungen pro Monat (Pivot, Experiment)
+  pivotKpis: document.getElementById("pivot-kpis"),
+  pivotPeriod: document.getElementById("pivot-period"),
+  pivotState: document.getElementById("pivot-state"),
+  pivotPreset: document.getElementById("pivot-preset"),
+  pivotFilterTag: document.getElementById("pivot-filter-tag"),
+  pivotFilterBestellnummer: document.getElementById("pivot-filter-bestellnummer"),
+  pivotFilterLieferland: document.getElementById("pivot-filter-lieferland"),
+  pivotFilterNummer: document.getElementById("pivot-filter-rechnungsnummer"),
+  pivotFilterQuelle: document.getElementById("pivot-filter-quelle"),
+  // Schweiz · Quartal Schweiz
+  chKpis: document.getElementById("ch-kpis"),
+  chPeriod: document.getElementById("ch-period"),
+  chState: document.getElementById("ch-state"),
+  chPreset: document.getElementById("ch-pivot-preset"),
+  chFilterTag: document.getElementById("ch-filter-tag"),
+  chFilterBestellnummer: document.getElementById("ch-filter-bestellnummer"),
+  chFilterLieferland: document.getElementById("ch-filter-lieferland"),
+  chFilterNummer: document.getElementById("ch-filter-rechnungsnummer"),
+  chFilterQuelle: document.getElementById("ch-filter-quelle"),
   // Auth
   authOverlay: document.getElementById("auth-overlay"),
   authForm: document.getElementById("auth-form"),
@@ -33,8 +65,10 @@ const els = {
 };
 
 // State for the currently displayed dashboard and its last loaded data.
+// Only the dataset of the active dashboard is held — nothing is prefetched.
 let currentView = "amazon-abgangsland";
-let lastData = null; // { abgangsland, vat }
+let lastData = null; // { view, data } — data is the normalized dataset of `view`
+let loadToken = 0;   // guards against stale responses from superseded requests
 
 /* ---------- Auth (HTTP Basic) ---------- */
 
@@ -121,13 +155,17 @@ function buildPeriodSelectors() {
   }
 
   els.month.value = String(defMonth);
+  els.quarter.value = String(Math.floor(defMonth / 3) + 1);
   els.year.value = String(defYear);
 }
 
 function selectedPeriod() {
+  const meta = VIEWS[currentView];
+  if (meta && meta.quarter) {
+    return `${els.year.value}-Q${els.quarter.value}`;
+  }
   const month = MONTHS[Number(els.month.value)];
-  const year = els.year.value;
-  return `${year}-${month}`;
+  return `${els.year.value}-${month}`;
 }
 
 /* ---------- Formatting ---------- */
@@ -160,6 +198,9 @@ function formatQuantity(value) {
 /* ---------- Data ---------- */
 
 function extractArray(payload, key) {
+  // The webhook may return the requested dataset either directly as an array
+  // or wrapped under its query key.
+  if (Array.isArray(payload)) return payload;
   if (!payload || typeof payload !== "object") return [];
   if (Array.isArray(payload[key])) return payload[key];
   const match = Object.keys(payload).find((k) => k.toLowerCase() === key.toLowerCase());
@@ -217,6 +258,152 @@ function normalizeVat(rows) {
   return { countries, totals };
 }
 
+// Amounts may arrive either as plain numbers (SQL numeric) or as German
+// formatted strings ("90.717,93 €") — accept both.
+function parseAmount(value) {
+  if (typeof value === "number") return Number.isFinite(value) ? value : 0;
+  return parseEuro(value);
+}
+
+function computeRechnungenTotals(invoices) {
+  return invoices.reduce(
+    (acc, i) => {
+      acc.gesamtBrutto += i.gesamtBrutto;
+      acc.gesamtNetto += i.gesamtNetto;
+      acc.brutto += i.brutto;
+      acc.bruttoErm += i.bruttoErm;
+      acc.netto += i.netto;
+      acc.nettoErm += i.nettoErm;
+      acc.versandBrutto += i.versandBrutto;
+      acc.versandNetto += i.versandNetto;
+      return acc;
+    },
+    { gesamtBrutto: 0, gesamtNetto: 0, brutto: 0, bruttoErm: 0, netto: 0, nettoErm: 0, versandBrutto: 0, versandNetto: 0 }
+  );
+}
+
+function normalizeRechnungen(rows) {
+  const invoices = rows.map((row) => ({
+    datum: row["Rechnungsdatum"] ?? "",
+    nummer: row["Rechnungsnummer"] ?? "",
+    land: row["Rechnungsland"] ?? "",
+    landCode: row["Rechnungsland Ländercode"] ?? "",
+    zahlart: row["Zahlart"] ?? "",
+    zahlungsreferenz: row["Zahlungsreference der Bestellung"] ?? "",
+    vatId: row["USt. Id / VAT Id des Käufers (in Bestellung)"] ?? "",
+    gesamtBrutto: parseAmount(row["Gesamtpreis brutto"]),
+    gesamtNetto: parseAmount(row["Gesamtpreis netto"]),
+    brutto: parseAmount(row["Brutto"]),
+    bruttoErm: parseAmount(row["Brutto erm"]),
+    ustSatz: parseAmount(row["USt. Satz"]),
+    ustSatzErm: parseAmount(row["Ust. Satz erm"]),
+    netto: parseAmount(row["Netto Betrag"]),
+    nettoErm: parseAmount(row["Netto Betrag erm"]),
+    versandBrutto: parseAmount(row["Versandkosten brutto"]),
+    versandNetto: parseAmount(row["Versandkosten netto"]),
+    auftragsdatum: row["Auftragsdatum"] ?? "",
+    bestellnummer: row["Bestellnummer"] ?? "",
+    zahldatum: row["Zahldatum"] ?? "",
+    lieferName: row["Lieferadresse Name"] ?? "",
+    tag: row["Tag"] ?? "",
+    lieferland: row["Lieferland"] ?? "",
+    quelle: row["Quelle"] ?? "",
+  }));
+
+  return { invoices, totals: computeRechnungenTotals(invoices) };
+}
+
+/* ---------- ODOO Rechnungen pro Monat: filters ---------- */
+
+let rechnungenFilter = { tag: "", bestellnummer: "", lieferland: "", nummer: "", quelle: "" };
+
+function matchesFilter(value, query) {
+  if (!query) return true;
+  return String(value).toLowerCase().includes(query.toLowerCase());
+}
+
+function applyRechnungenFilters(data) {
+  const f = rechnungenFilter;
+  const invoices = data.invoices.filter((i) =>
+    matchesFilter(i.tag, f.tag) &&
+    matchesFilter(i.bestellnummer, f.bestellnummer) &&
+    matchesFilter(i.lieferland, f.lieferland) &&
+    matchesFilter(i.nummer, f.nummer) &&
+    matchesFilter(i.quelle, f.quelle)
+  );
+  return { invoices, totals: computeRechnungenTotals(invoices) };
+}
+
+function rechnungenFilterInputs() {
+  if (currentView === "gesamt-rechnungen-pivot") {
+    return [els.pivotFilterTag, els.pivotFilterBestellnummer, els.pivotFilterLieferland, els.pivotFilterNummer, els.pivotFilterQuelle];
+  }
+  if (currentView === "schweiz-quartal") {
+    return [els.chFilterTag, els.chFilterBestellnummer, els.chFilterLieferland, els.chFilterNummer, els.chFilterQuelle];
+  }
+  if (currentView === "odoo-rechnungen") {
+    return [els.odooFilterTag, els.odooFilterBestellnummer, els.odooFilterLieferland, els.odooFilterNummer];
+  }
+  return [];
+}
+
+// Every filter input across the invoice dashboards. Attached once at startup,
+// because the views are only toggled — the inputs stay in the DOM.
+function allRechnungenFilterInputs() {
+  return [
+    els.odooFilterTag, els.odooFilterBestellnummer, els.odooFilterLieferland, els.odooFilterNummer,
+    els.pivotFilterTag, els.pivotFilterBestellnummer, els.pivotFilterLieferland, els.pivotFilterNummer, els.pivotFilterQuelle,
+    els.chFilterTag, els.chFilterBestellnummer, els.chFilterLieferland, els.chFilterNummer, els.chFilterQuelle,
+  ];
+}
+
+function resetRechnungenFilters() {
+  rechnungenFilter = { tag: "", bestellnummer: "", lieferland: "", nummer: "", quelle: "" };
+  rechnungenFilterInputs().forEach((input) => { if (input) input.value = ""; });
+}
+
+function onRechnungenFilter() {
+  const [tag, bestellnummer, lieferland, nummer, quelle] = rechnungenFilterInputs();
+  rechnungenFilter = {
+    tag: (tag?.value || "").trim(),
+    bestellnummer: (bestellnummer?.value || "").trim(),
+    lieferland: (lieferland?.value || "").trim(),
+    nummer: (nummer?.value || "").trim(),
+    quelle: (quelle?.value || "").trim(),
+  };
+  if (lastData && lastData.view === currentView) {
+    renderActiveView();
+  }
+}
+
+function setupRechnungenFilters() {
+  allRechnungenFilterInputs().forEach((input) => { if (input) input.addEventListener("input", onRechnungenFilter); });
+}
+
+function setupRechnungenPivot() {
+  wirePivotPreset(els.odooPivotPreset, "odoo-rechnungen");
+  wirePivotPreset(els.pivotPreset, "gesamt-rechnungen-pivot");
+  wirePivotPreset(els.chPreset, "schweiz-quartal");
+}
+
+function wirePivotPreset(select, view) {
+  if (!select) return;
+  select.addEventListener("change", () => {
+    const presets = PIVOT_PRESETS[view];
+    const preset = presets[select.value] || presets.standard;
+    pivotOptions[view] = {
+      rows: [...preset.rows],
+      cols: [...preset.cols],
+      vals: [...preset.vals],
+      aggregatorName: preset.aggregatorName,
+      rendererName: preset.rendererName,
+    };
+    // A preset also loads the default (empty) filters.
+    resetRechnungenFilters();
+    renderActiveView();
+  });
+}
+
 /* ---------- Rendering: Umsatz je Abgangsland ---------- */
 
 function colorFor(bereich, map) {
@@ -428,6 +615,171 @@ function renderVat(data) {
   renderVatTable(data);
 }
 
+/* ---------- Rendering: ODOO Rechnungen pro Monat ---------- */
+
+function renderRechnungenKpis(data) {
+  const v = viewEls();
+  if (!v) return;
+  const { invoices, totals } = data;
+  const ust = totals.gesamtBrutto - totals.gesamtNetto;
+
+  v.kpis.innerHTML = `
+    <div class="kpi primary">
+      <div class="kpi-label">Gesamt brutto</div>
+      <div class="kpi-value">${formatEuro(totals.gesamtBrutto)}</div>
+      <div class="kpi-sub">alle Rechnungen im Zeitraum</div>
+    </div>
+    <div class="kpi">
+      <div class="kpi-label">Rechnungen</div>
+      <div class="kpi-value">${invoices.length}</div>
+      <div class="kpi-sub">Datensätze</div>
+    </div>
+    <div class="kpi">
+      <div class="kpi-label">Gesamt netto</div>
+      <div class="kpi-value">${formatEuro(totals.gesamtNetto)}</div>
+      <div class="kpi-sub">ohne USt</div>
+    </div>
+    <div class="kpi">
+      <div class="kpi-label">USt (brutto − netto)</div>
+      <div class="kpi-value">${formatEuro(ust)}</div>
+      <div class="kpi-sub">enthaltene Umsatzsteuer</div>
+    </div>`;
+}
+
+function renderRechnungenChart(data) {
+  const v = viewEls();
+  if (!v || !v.chart) return;
+
+  const byCountry = new Map();
+  data.invoices.forEach((inv) => {
+    const key = inv.landCode || inv.land || "–";
+    byCountry.set(key, (byCountry.get(key) || 0) + inv.gesamtBrutto);
+  });
+
+  const entries = [...byCountry.entries()].sort((a, b) => b[1] - a[1]);
+  const grand = entries.reduce((sum, [, value]) => sum + value, 0);
+  const max = entries.reduce((m, [, value]) => Math.max(m, value), 0) || 1;
+
+  v.chart.innerHTML = "";
+  v.legend.innerHTML = "";
+
+  if (!entries.length) {
+    v.chart.innerHTML = '<p class="muted">Keine Daten für diesen Zeitraum.</p>';
+    return;
+  }
+
+  entries.forEach(([code, value]) => {
+    const pct = (value / max) * 100;
+    const share = grand ? (value / grand) * 100 : 0;
+
+    const row = document.createElement("div");
+    row.className = "bar-row";
+    row.innerHTML = `
+      <div class="bar-country">${code}</div>
+      <div class="bar-track">
+        <div class="bar-fill" style="background:var(--accent)"></div>
+      </div>
+      <div class="bar-value">${formatEuro(value)} · ${formatPercent(share)}</div>`;
+    v.chart.appendChild(row);
+
+    const fill = row.querySelector(".bar-fill");
+    fill.getBoundingClientRect();
+    fill.style.width = Math.max(pct, 6) + "%";
+    fill.classList.add("ready");
+  });
+}
+
+/* ---------- Rechnungen pivot (experiment) ---------- */
+
+// Preset pivot layouts per view, selectable from each view's "Vorlage" dropdown.
+const PIVOT_PRESETS = {
+  "gesamt-rechnungen-pivot": {
+    standard: { rows: ["Quelle"], cols: [], vals: ["Gesamtpreis brutto"], aggregatorName: "Sum", rendererName: "Table" },
+    rechnungsland: { rows: ["Quelle"], cols: ["Rechnungsland"], vals: ["Gesamtpreis brutto"], aggregatorName: "Sum", rendererName: "Table" },
+  },
+  "odoo-rechnungen": {
+    standard: { rows: ["Rechnungsland"], cols: [], vals: ["Gesamtpreis brutto"], aggregatorName: "Sum", rendererName: "Table" },
+    zahlart: { rows: ["Zahlart"], cols: [], vals: ["Gesamtpreis brutto"], aggregatorName: "Sum", rendererName: "Table" },
+  },
+  "schweiz-quartal": {
+    standard: { rows: ["Quelle"], cols: [], vals: ["Gesamtpreis brutto"], aggregatorName: "Sum", rendererName: "Table" },
+    rechnungsland: { rows: ["Quelle"], cols: ["Rechnungsland"], vals: ["Gesamtpreis brutto"], aggregatorName: "Sum", rendererName: "Table" },
+  },
+};
+
+// Current pivot layout per view (kept so a filter re-render doesn't reset it).
+const pivotOptions = {
+  "gesamt-rechnungen-pivot": { ...PIVOT_PRESETS["gesamt-rechnungen-pivot"].standard },
+  "odoo-rechnungen": { ...PIVOT_PRESETS["odoo-rechnungen"].standard },
+  "schweiz-quartal": { ...PIVOT_PRESETS["schweiz-quartal"].standard },
+};
+
+function renderRechnungenPivot(data) {
+  const v = viewEls();
+  if (!v || !v.pivot) return;
+
+  renderRechnungenKpis(data);
+  if (v.chart) renderRechnungenChart(data);
+
+  // Recreate the container so pivotUI cannot reuse state from a previous
+  // render — clearing innerHTML alone is not enough, so a preset change would
+  // not take effect.
+  const prev = v.pivot;
+  const el = prev.cloneNode(false);
+  prev.parentNode.replaceChild(el, prev);
+
+  if (!window.jQuery || !jQuery.fn.pivotUI) {
+    el.innerHTML = '<p class="muted">PivotTable.js ist nicht geladen (offline?).</p>';
+    return;
+  }
+  if (!data.invoices.length) {
+    el.innerHTML = '<p class="muted">Keine Daten für diesen Zeitraum.</p>';
+    return;
+  }
+
+  // Flaches Datenmodell für die Pivot-Tabelle. Alle Attribute sind im
+  // pivotUI-Bedienfeld frei kombinierbar (Zeilen/Spalten/Werte/Aggregator).
+  // Hinweis: "Brutto" ist nur der Normalsatz-Anteil; "Gesamtpreis brutto" ist
+  // Brutto + Brutto erm (= die Summe, die die KPI "Gesamt brutto" anzeigt).
+  const rows = data.invoices.map((i) => ({
+    Quelle: i.quelle || "(leer)",
+    Rechnungsland: i.land || "(leer)",
+    Zahlart: i.zahlart || "(leer)",
+    Bestellnummer: i.bestellnummer || "(leer)",
+    Tag: i.tag || "(leer)",
+    Lieferland: i.lieferland || "(leer)",
+    "Gesamtpreis brutto": i.gesamtBrutto,
+    Brutto: i.brutto,
+    "Brutto erm": i.bruttoErm,
+    "Gesamtpreis netto": i.gesamtNetto,
+    Netto: i.netto,
+    "Netto erm": i.nettoErm,
+    "Versandkosten brutto": i.versandBrutto,
+    "Versandkosten netto": i.versandNetto,
+  }));
+
+  const opts = {
+    ...pivotOptions[currentView],
+    unusedAttrsVertical: true,
+    onRefresh: (config) => {
+      pivotOptions[currentView] = {
+        rows: config.rows,
+        cols: config.cols,
+        vals: config.vals,
+        aggregatorName: config.aggregatorName,
+        rendererName: config.rendererName,
+      };
+    },
+  };
+  // Only offer the plain table renderer (no heatmaps/charts).
+  const tableRenderer = jQuery.pivotUtilities && jQuery.pivotUtilities.renderers
+    ? jQuery.pivotUtilities.renderers["Table"]
+    : null;
+  if (tableRenderer) opts.renderers = { Table: tableRenderer };
+
+  jQuery(el).pivotUI(rows, opts);
+}
+
 /* ---------- Active view helpers ---------- */
 
 function viewEls() {
@@ -437,15 +789,26 @@ function viewEls() {
   if (currentView === "amazon-vat-summary") {
     return { kpis: els.vatKpis, chart: els.vatChart, legend: els.vatLegend, table: els.vatTable, state: els.vatState };
   }
+  if (currentView === "odoo-rechnungen") {
+    return { kpis: els.odooKpis, chart: els.odooChart, legend: els.odooLegend, state: els.odooState, pivot: document.getElementById("odoo-pivot") };
+  }
+  if (currentView === "gesamt-rechnungen-pivot") {
+    return { kpis: els.pivotKpis, state: els.pivotState, pivot: document.getElementById("pivot") };
+  }
+  if (currentView === "schweiz-quartal") {
+    return { kpis: els.chKpis, state: els.chState, pivot: document.getElementById("ch-pivot") };
+  }
   return null;
 }
 
 function renderActiveView() {
-  if (!lastData) return;
+  if (!lastData || lastData.view !== currentView) return;
   if (currentView === "amazon-abgangsland") {
-    renderAbgangsland(lastData.abgangsland);
+    renderAbgangsland(lastData.data);
   } else if (currentView === "amazon-vat-summary") {
-    renderVat(lastData.vat);
+    renderVat(lastData.data);
+  } else if (currentView === "odoo-rechnungen" || currentView === "gesamt-rechnungen-pivot" || currentView === "schweiz-quartal") {
+    renderRechnungenPivot(applyRechnungenFilters(lastData.data));
   }
 }
 
@@ -466,9 +829,10 @@ function showSkeleton() {
   if (!v) return;
   v.state.classList.add("hidden");
   v.kpis.innerHTML = skeletonKpis();
-  v.chart.innerHTML = skeletonBars();
-  v.legend.innerHTML = "";
-  v.table.innerHTML = "";
+  if (v.chart) v.chart.innerHTML = skeletonBars();
+  if (v.legend) v.legend.innerHTML = "";
+  if (v.table) v.table.innerHTML = "";
+  if (v.pivot) v.pivot.innerHTML = "";
 }
 
 function showError(message) {
@@ -482,24 +846,52 @@ function clearViews() {
   const v = viewEls();
   if (!v) return;
   v.kpis.innerHTML = "";
-  v.chart.innerHTML = "";
-  v.legend.innerHTML = "";
-  v.table.innerHTML = "";
+  if (v.chart) v.chart.innerHTML = "";
+  if (v.legend) v.legend.innerHTML = "";
+  if (v.table) v.table.innerHTML = "";
+  if (v.pivot) v.pivot.innerHTML = "";
 }
 
 async function load() {
+  const meta = VIEWS[currentView];
+  const query = meta && meta.query;
+
+  // The datasets are huge: only the dataset of the displayed dashboard is
+  // requested, and only when that dashboard is shown or reloaded.
+  if (!query) {
+    lastData = null;
+    clearViews();
+    updateDownloadState();
+    return;
+  }
+
+  resetRechnungenFilters();
+
   const period = selectedPeriod();
   els.tablePeriod.textContent = period;
   els.vatPeriod.textContent = period;
+  els.odooPeriod.textContent = period;
+  els.pivotPeriod.textContent = period;
+  els.chPeriod.textContent = period;
   els.refresh.classList.add("spinning");
   showSkeleton();
 
+  const token = ++loadToken;
+
   try {
-    const headers = { Accept: "application/json" };
+    const headers = { Accept: "application/json", "Content-Type": "application/json" };
     const authorization = authHeader();
     if (authorization) headers.Authorization = authorization;
 
-    const response = await fetch(`${API_URL}?month=${encodeURIComponent(period)}`, { headers });
+    const body = meta.quarter ? { query, quarter: period } : { query, month: period };
+    const response = await fetch(API_URL, {
+      method: "POST",
+      headers,
+      body: JSON.stringify(body),
+    });
+
+    // A newer request (view/period switch) superseded this one — ignore it.
+    if (token !== loadToken) return;
 
     // The webhook is protected with Basic Auth: ask for credentials when needed.
     if (response.status === 401) {
@@ -515,10 +907,7 @@ async function load() {
     if (!response.ok) throw new Error(`HTTP ${response.status}`);
 
     const payload = await response.json();
-    lastData = {
-      abgangsland: normalizeAbgangsland(extractArray(payload, "Summe je Abgangsland")),
-      vat: normalizeVat(extractArray(payload, "VAT Summary")),
-    };
+    lastData = { view: currentView, data: meta.normalize(extractArray(payload, query)) };
 
     renderActiveView();
 
@@ -528,6 +917,7 @@ async function load() {
       v.state.textContent = "";
     }
   } catch (error) {
+    if (token !== loadToken) return;
     lastData = null;
     clearViews();
     showError(`Daten konnten nicht geladen werden: ${error.message}`);
@@ -578,19 +968,63 @@ function buildVatCsv(data) {
   return lines.join("\r\n");
 }
 
+function buildRechnungenCsv(data) {
+  const showQuelle = currentView === "gesamt-rechnungen-pivot" || currentView === "schweiz-quartal";
+  const header = [
+    "Rechnungsdatum", "Rechnungsnummer", "Rechnungsland", "Rechnungsland Ländercode",
+    "Zahlart", "Zahlungsreference der Bestellung",
+    "USt. Id / VAT Id des Käufers (in Bestellung)", "Gesamtpreis brutto", "Gesamtpreis netto",
+    "Brutto", "Brutto erm", "USt. Satz", "Ust. Satz erm", "Netto Betrag", "Netto Betrag erm",
+    "Versandkosten brutto", "Versandkosten netto", "Auftragsdatum", "Bestellnummer", "Zahldatum",
+    "Lieferadresse Name", "Tag", "Lieferland",
+  ];
+  if (showQuelle) header.push("Quelle");
+  const lines = [header.map(csvEscape).join(";")];
+
+  data.invoices.forEach((i) => {
+    const cols = [
+      i.datum, i.nummer, i.land, i.landCode, i.zahlart, i.zahlungsreferenz, i.vatId,
+      formatEuro(i.gesamtBrutto), formatEuro(i.gesamtNetto),
+      formatEuro(i.brutto), formatEuro(i.bruttoErm), formatQuantity(i.ustSatz), formatQuantity(i.ustSatzErm),
+      formatEuro(i.netto), formatEuro(i.nettoErm),
+      formatEuro(i.versandBrutto), formatEuro(i.versandNetto),
+      i.auftragsdatum, i.bestellnummer, i.zahldatum, i.lieferName, i.tag, i.lieferland,
+    ];
+    if (showQuelle) cols.push(i.quelle);
+    lines.push(cols.map(csvEscape).join(";"));
+  });
+
+  const t = data.totals;
+  const totalCols = [
+    "Gesamt", String(data.invoices.length), "", "", "", "", "",
+    formatEuro(t.gesamtBrutto), formatEuro(t.gesamtNetto),
+    formatEuro(t.brutto), formatEuro(t.bruttoErm), "", "",
+    formatEuro(t.netto), formatEuro(t.nettoErm),
+    formatEuro(t.versandBrutto), formatEuro(t.versandNetto),
+    "", "", "", "", "", "",
+  ];
+  if (showQuelle) totalCols.push("");
+  lines.push(totalCols.map(csvEscape).join(";"));
+
+  return lines.join("\r\n");
+}
+
 function downloadCsv() {
-  if (!lastData) return;
+  if (!lastData || lastData.view !== currentView) return;
 
   const period = selectedPeriod();
   let csv;
   let filename;
 
   if (currentView === "amazon-abgangsland") {
-    csv = buildAbgangslandCsv(lastData.abgangsland);
+    csv = buildAbgangslandCsv(lastData.data);
     filename = `umsatz-je-abgangsland_${period}.csv`;
   } else if (currentView === "amazon-vat-summary") {
-    csv = buildVatCsv(lastData.vat);
+    csv = buildVatCsv(lastData.data);
     filename = `vat-summary_${period}.csv`;
+  } else if (currentView === "odoo-rechnungen" || currentView === "gesamt-rechnungen-pivot" || currentView === "schweiz-quartal") {
+    csv = buildRechnungenCsv(applyRechnungenFilters(lastData.data));
+    filename = `${currentView}_${period}.csv`;
   } else {
     return;
   }
@@ -609,8 +1043,13 @@ function downloadCsv() {
 }
 
 function updateDownloadState() {
-  const supported = currentView === "amazon-abgangsland" || currentView === "amazon-vat-summary";
-  els.download.disabled = !(lastData && supported);
+  const supported =
+    currentView === "amazon-abgangsland" ||
+    currentView === "amazon-vat-summary" ||
+    currentView === "odoo-rechnungen" ||
+    currentView === "gesamt-rechnungen-pivot" ||
+    currentView === "schweiz-quartal";
+  els.download.disabled = !(lastData && lastData.view === currentView && supported);
 }
 
 /* ---------- Navigation ---------- */
@@ -619,14 +1058,34 @@ const VIEWS = {
   "amazon-abgangsland": {
     title: "Umsatz je Abgangsland",
     subtitle: "Amazon · Brutto (inkl. USt)",
+    // Webhook query key and row normalizer for this dashboard's dataset.
+    query: "Summe je Abgangsland",
+    normalize: normalizeAbgangsland,
   },
   "amazon-vat-summary": {
     title: "VAT Summary",
     subtitle: "Amazon · USt-Übersicht je Land",
+    query: "VAT Summary",
+    normalize: normalizeVat,
   },
-  "odoo-dashboard": {
-    title: "ODOO Dashboard",
-    subtitle: "ODOO",
+  "odoo-rechnungen": {
+    title: "ODOO Rechnungen pro Monat",
+    subtitle: "ODOO · Rechnungen je Monat",
+    query: "ODOO Rechnungen pro Monat",
+    normalize: normalizeRechnungen,
+  },
+  "gesamt-rechnungen-pivot": {
+    title: "Alle Rechnungen pro Monat",
+    subtitle: "Gesamt · Pivot",
+    query: "Alle Rechnungen pro Monat",
+    normalize: normalizeRechnungen,
+  },
+  "schweiz-quartal": {
+    title: "Quartal Schweiz",
+    subtitle: "Schweiz · AMAZON + ODOO",
+    query: "Quartal Schweiz",
+    normalize: normalizeRechnungen,
+    quarter: true,
   },
 };
 
@@ -664,7 +1123,12 @@ function showView(name) {
   document.getElementById("view-subtitle").textContent = meta.subtitle;
 
   currentView = name;
-  renderActiveView();
+  // Quarter views use the quarter selector instead of the month selector.
+  const isQuarter = !!meta.quarter;
+  els.month.classList.toggle("hidden", isQuarter);
+  els.quarter.classList.toggle("hidden", !isQuarter);
+  // Query only this dashboard's dataset — nothing is prefetched.
+  load();
   updateDownloadState();
 }
 
@@ -692,7 +1156,11 @@ function setupAuth() {
 buildPeriodSelectors();
 setupMenu();
 setupAuth();
+setupRechnungenFilters();
+setupRechnungenPivot();
+load();
 els.month.addEventListener("change", load);
+els.quarter.addEventListener("change", load);
 els.year.addEventListener("change", load);
 els.refresh.addEventListener("click", load);
 els.download.addEventListener("click", downloadCsv);

index.html

@@ -5,6 +5,9 @@
   <meta name="viewport" content="width=device-width, initial-scale=1" />
   <title>Brandize · BI Dashboard</title>
   <link rel="stylesheet" href="styles.css" />
+  <!-- PivotTable.js experiment (needs jQuery UI styles) -->
+  <link rel="stylesheet" href="https://code.jquery.com/ui/1.13.2/themes/base/jquery-ui.css" />
+  <link rel="stylesheet" href="https://cdn.jsdelivr.net/npm/pivottable@2.23.0/dist/pivot.min.css" />
 </head>
 <body>
   <div class="layout">
@@ -65,8 +68,34 @@
             </svg>
           </button>
           <div class="submenu">
-            <a class="submenu-item" href="#" data-view="odoo-dashboard">
-              Dashboard
+            <a class="submenu-item" href="#" data-view="odoo-rechnungen">
+              ODOO Rechnungen pro Monat
+            </a>
+          </div>
+        </div>
+
+        <!-- Gesamt -->
+        <div class="menu-group" data-group>
+          <button class="menu-main" type="button" data-toggle aria-expanded="false">
+            <span class="menu-logo">
+              <svg viewBox="0 0 48 48" aria-hidden="true">
+                <rect width="48" height="48" rx="12" fill="#4f46e5" />
+                <text x="24" y="32" text-anchor="middle" font-size="24" font-weight="700"
+                      fill="#ffffff" font-family="Arial, sans-serif">Σ</text>
+              </svg>
+            </span>
+            <span class="menu-name">Gesamt</span>
+            <svg class="chevron" viewBox="0 0 24 24" aria-hidden="true">
+              <path d="M9 6l6 6-6 6" fill="none" stroke="currentColor" stroke-width="2.2"
+                    stroke-linecap="round" stroke-linejoin="round" />
+            </svg>
+          </button>
+          <div class="submenu">
+            <a class="submenu-item" href="#" data-view="gesamt-rechnungen-pivot">
+              Alle Rechnungen pro Monat
+            </a>
+            <a class="submenu-item" href="#" data-view="schweiz-quartal">
+              Quartal Schweiz
             </a>
           </div>
         </div>
@@ -108,6 +137,12 @@
             <span class="field-label">Zeitraum</span>
             <div class="period">
               <select id="month-select" aria-label="Monat"></select>
+              <select id="quarter-select" aria-label="Quartal" class="hidden">
+                <option value="1">Q1</option>
+                <option value="2">Q2</option>
+                <option value="3">Q3</option>
+                <option value="4">Q4</option>
+              </select>
               <select id="year-select" aria-label="Jahr"></select>
             </div>
           </label>
@@ -192,19 +227,146 @@
         <div class="state" id="vat-state"></div>
       </main>
 
-      <!-- View: ODOO · Dashboard (placeholder) -->
-      <main id="view-odoo-dashboard" class="view hidden">
-        <section class="panel placeholder">
-          <div class="placeholder-icon">
-            <svg viewBox="0 0 48 48" aria-hidden="true">
-              <rect width="48" height="48" rx="12" fill="#714B67" />
-              <text x="24" y="30" text-anchor="middle" font-size="14" font-weight="700"
-                    fill="#ffffff" font-family="Arial, sans-serif">odoo</text>
-            </svg>
+      <!-- View: ODOO · Rechnungen pro Monat -->
+      <main id="view-odoo-rechnungen" class="view hidden">
+        <section class="kpis" id="odoo-kpis"></section>
+
+        <section class="panel">
+          <div class="panel-head">
+            <h2>Gesamtpreis brutto je Rechnungsland</h2>
+            <div class="legend" id="odoo-legend"></div>
           </div>
-          <h2>ODOO Dashboard</h2>
-          <p class="muted">Dieses Dashboard folgt in Kürze.</p>
+          <div class="chart" id="odoo-chart"></div>
         </section>
+
+        <section class="panel">
+          <div class="panel-head">
+            <h2>Pivot — Summe Gesamtpreis brutto</h2>
+            <div class="panel-head-actions">
+              <span class="muted" id="odoo-period"></span>
+              <label class="field">
+                <span class="field-label">Vorlage</span>
+                <select id="odoo-pivot-preset" aria-label="Pivot-Vorlage">
+                  <option value="standard">Standard</option>
+                  <option value="zahlart">Zahlart</option>
+                </select>
+              </label>
+            </div>
+          </div>
+          <div class="table-filters">
+            <label class="field">
+              <span class="field-label">Tag</span>
+              <input id="odoo-filter-tag" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Bestellnummer</span>
+              <input id="odoo-filter-bestellnummer" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Lieferland</span>
+              <input id="odoo-filter-lieferland" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Rechnungsnummer</span>
+              <input id="odoo-filter-rechnungsnummer" type="text" />
+            </label>
+          </div>
+          <div id="odoo-pivot"></div>
+        </section>
+
+        <div class="state" id="odoo-state"></div>
+      </main>
+
+      <!-- View: Gesamt · Alle Rechnungen pro Monat -->
+      <main id="view-gesamt-rechnungen-pivot" class="view hidden">
+        <section class="kpis" id="pivot-kpis"></section>
+
+        <section class="panel">
+          <div class="panel-head">
+            <h2>Pivot — Summe Gesamtpreis brutto</h2>
+            <div class="panel-head-actions">
+              <span class="muted" id="pivot-period"></span>
+              <label class="field">
+                <span class="field-label">Vorlage</span>
+                <select id="pivot-preset" aria-label="Pivot-Vorlage">
+                  <option value="standard">Standard</option>
+                  <option value="rechnungsland">Rechnungsland (Spalten)</option>
+                </select>
+              </label>
+            </div>
+          </div>
+          <div class="table-filters">
+            <label class="field">
+              <span class="field-label">Quelle</span>
+              <input id="pivot-filter-quelle" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Tag</span>
+              <input id="pivot-filter-tag" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Bestellnummer</span>
+              <input id="pivot-filter-bestellnummer" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Lieferland</span>
+              <input id="pivot-filter-lieferland" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Rechnungsnummer</span>
+              <input id="pivot-filter-rechnungsnummer" type="text" />
+            </label>
+          </div>
+          <div id="pivot"></div>
+        </section>
+
+        <div class="state" id="pivot-state"></div>
+      </main>
+
+      <!-- View: Schweiz · Quartal Schweiz (AMAZON + ODOO, Lieferung in die CH) -->
+      <main id="view-schweiz-quartal" class="view hidden">
+        <section class="kpis" id="ch-kpis"></section>
+
+        <section class="panel">
+          <div class="panel-head">
+            <h2>Pivot — Quartal Schweiz (Summe Gesamtpreis brutto)</h2>
+            <div class="panel-head-actions">
+              <span class="muted" id="ch-period"></span>
+              <label class="field">
+                <span class="field-label">Vorlage</span>
+                <select id="ch-pivot-preset" aria-label="Pivot-Vorlage">
+                  <option value="standard">Standard</option>
+                  <option value="rechnungsland">Rechnungsland (Spalten)</option>
+                </select>
+              </label>
+            </div>
+          </div>
+          <div class="table-filters">
+            <label class="field">
+              <span class="field-label">Quelle</span>
+              <input id="ch-filter-quelle" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Tag</span>
+              <input id="ch-filter-tag" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Bestellnummer</span>
+              <input id="ch-filter-bestellnummer" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Lieferland</span>
+              <input id="ch-filter-lieferland" type="text" />
+            </label>
+            <label class="field">
+              <span class="field-label">Rechnungsnummer</span>
+              <input id="ch-filter-rechnungsnummer" type="text" />
+            </label>
+          </div>
+          <div id="ch-pivot"></div>
+        </section>
+
+        <div class="state" id="ch-state"></div>
       </main>
     </div>
   </div>
@@ -241,6 +403,10 @@
     </form>
   </div>
 
+  <!-- PivotTable.js experiment — requires jQuery + jQuery UI -->
+  <script src="https://code.jquery.com/jquery-3.7.1.min.js"></script>
+  <script src="https://code.jquery.com/ui/1.13.2/jquery-ui.min.js"></script>
+  <script src="https://cdn.jsdelivr.net/npm/pivottable@2.23.0/dist/pivot.min.js"></script>
   <script src="app.js"></script>
 </body>
 </html>

sql/Alle_Rechnungen.sql

@@ -0,0 +1,415 @@
+-- =============================================================================
+-- Alle Rechnungen pro Monat – Gesamt (ODOO + AMAZON)
+-- Odoo 17 / PostgreSQL
+--
+-- Zweck:
+--   Liefert dieselben Spalten wie Rechnungsexport.sql (ODOO-Kundenrechnungen),
+--   aber zusammengefuehrt (UNION ALL) mit den Datensaetzen aus der Amazon-
+--   Tabelle brandize_datacenter_amazon_vat_transaction. Zusaetzlich gibt die
+--   Spalte "Quelle" an, aus welchem System die Zeile stammt ('ODOO'/'AMAZON').
+--
+-- Modelle:
+--   ODOO   : account.move (Kundenrechnungen / Gutschriften)
+--   AMAZON : brandize_datacenter_amazon_vat_transaction
+--
+-- Parameter:
+--     %(month)s   Abrechnungszeitraum als Text, z. B. '2026-SEP'
+--                 ODOO  : Rechnungsdatum im Kalendermonat (siehe params-CTE)
+--                 AMAZON: activity_period = %(month)s
+--
+-- Aufruf (Odoo / psycopg2):
+--     cr.execute(open('Alle_Rechnungen.sql').read(), {'month': '2026-SEP'})
+--
+-- In psql stattdessen:
+--     \set month '2026-SEP'
+--
+-- ---------------------------------------------------------------------------
+--  Spalten-Mapping  ODOO  ->  AMAZON
+--  (Felder ohne Amazon-Pendant bleiben leer)
+-- ---------------------------------------------------------------------------
+--   Rechnungsdatum        <- transaction_complete_date (Fallback: depart)
+--   Rechnungsnummer       <- vat_inv_number
+--   Rechnungsland         <- Name zu sale_arrival_country (res_country)
+--   Rechnungsland Code    <- sale_arrival_country
+--   Zahlart               <- '' (kein Amazon-Feld)
+--   Zahlungsreference     <- transaction_event_id
+--   USt. Id Kaeufer       <- buyer_vat_number
+--   Gesamtpreis brutto    <- total_activity_value_amt_vat_incl
+--   Gesamtpreis netto     <- total_activity_value_amt_vat_excl
+--   Brutto / -erm         <- Steuersplit nach effektivem Satz (Schwelle
+--   USt. Satz / -erm         CH >= 8, sonst >= 16 - wie im ODOO-Export)
+--   Netto Betrag / -erm      Satz = total_activity_value_vat_amt / netto * 100
+--   Versandkosten brutto  <- total_ship_charge_amt_vat_incl
+--   Versandkosten netto   <- total_ship_charge_amt_vat_excl
+--   Auftragsdatum         <- transaction_depart_date
+--   Bestellnummer         <- activity_transaction_id
+--   Zahldatum             <- '' (kein Amazon-Feld)
+--   Lieferadresse Name    <- buyer_name
+--   Tag                   <- '' (kein Amazon-Feld)
+--   Lieferland            <- Name zu arrival_country (res_country)
+--
+--   ACHTUNG: Das Amazon-Mapping ist eine 1:1-Uebertragung auf die ODOO-Spalten.
+--   Die Datumszuordnung (Rechnungsdatum/Auftragsdatum) sowie Bestellnummer
+--   sollten gegen die tatsaechliche Amazon-Report-Semantik geprueft und hier
+--   ggf. angepasst werden.
+-- =============================================================================
+
+WITH params AS (
+    -- Kalendermonat aus %(month)s (z. B. '2026-SEP') ableiten (ODDO-Seite).
+    SELECT
+        to_date(
+            split_part(%(month)s, '-', 1) || '-' ||
+            CASE upper(split_part(%(month)s, '-', 2))
+                WHEN 'JAN' THEN '01' WHEN 'FEB' THEN '02'
+                WHEN 'MÄR' THEN '03' WHEN 'MAR' THEN '03' WHEN 'APR' THEN '04'
+                WHEN 'MAI' THEN '05' WHEN 'MAY' THEN '05' WHEN 'JUN' THEN '06'
+                WHEN 'JUL' THEN '07' WHEN 'AUG' THEN '08' WHEN 'SEP' THEN '09'
+                WHEN 'OKT' THEN '10' WHEN 'OCT' THEN '10' WHEN 'NOV' THEN '11'
+                WHEN 'DEZ' THEN '12' WHEN 'DEC' THEN '12'
+            END,
+            'YYYY-MM'
+        ) AS first_day
+),
+
+-- ===========================================================================
+--  ODOO-Seite (identisch zu Rechnungsexport.sql)
+-- ===========================================================================
+
+invoices AS (
+    SELECT
+        am.id,
+        am.name,
+        am.ref,
+        am.move_type,
+        am.invoice_date,
+        am.invoice_origin,
+        am.partner_id,
+        am.partner_shipping_id,
+        am.invoice_payment_term_id,
+        am.payment_reference
+    FROM account_move am
+    CROSS JOIN params p
+    WHERE am.invoice_date >= p.first_day
+      AND am.invoice_date <  p.first_day + INTERVAL '1 month'
+      AND am.move_type IN ('out_invoice', 'out_refund')
+),
+
+line_taxes AS (
+    SELECT
+        aml.move_id             AS invoice_id,
+        at.amount               AS tax_rate,
+        SUM(aml.price_subtotal) AS netto,
+        SUM(aml.price_total)    AS brutto
+    FROM invoices inv
+    JOIN account_move_line aml
+      ON aml.move_id = inv.id
+    JOIN account_move_line_account_tax_rel amlatr
+      ON amlatr.account_move_line_id = aml.id
+    JOIN account_tax at
+      ON at.id = amlatr.account_tax_id
+    GROUP BY aml.move_id, at.amount
+),
+
+tax_split AS (
+    SELECT
+        lt.invoice_id,
+
+        MAX(CASE
+            WHEN (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+              OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            THEN ROUND(lt.brutto::numeric, 2)
+        END) AS brutto_normal,
+
+        MAX(CASE
+            WHEN (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+              OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            THEN ROUND(lt.tax_rate::numeric, 2)
+        END) AS ust_satz_normal,
+
+        MAX(CASE
+            WHEN (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+              OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            THEN ROUND(lt.netto::numeric, 2)
+        END) AS netto_normal,
+
+        MAX(CASE
+            WHEN NOT (
+                (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+                OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            )
+            THEN ROUND(lt.brutto::numeric, 2)
+        END) AS brutto_erm,
+
+        MAX(CASE
+            WHEN NOT (
+                (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+                OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            )
+            THEN ROUND(lt.tax_rate::numeric, 2)
+        END) AS ust_satz_erm,
+
+        MAX(CASE
+            WHEN NOT (
+                (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+                OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            )
+            THEN ROUND(lt.netto::numeric, 2)
+        END) AS netto_erm
+
+    FROM line_taxes lt
+    JOIN invoices inv
+      ON inv.id = lt.invoice_id
+    JOIN res_partner rp
+      ON rp.id = inv.partner_id
+    LEFT JOIN res_country rc
+      ON rc.id = rp.country_id
+    GROUP BY lt.invoice_id
+),
+
+shipping AS (
+    SELECT
+        aml.move_id AS invoice_id,
+        ROUND(SUM(aml.price_total)::numeric, 2)    AS shipping_brutto,
+        ROUND(SUM(aml.price_subtotal)::numeric, 2) AS shipping_netto
+    FROM invoices inv
+    JOIN account_move_line aml
+      ON aml.move_id = inv.id
+    JOIN product_product pp
+      ON pp.id = aml.product_id
+    JOIN product_template pt
+      ON pt.id = pp.product_tmpl_id
+    WHERE pt.categ_id = 9
+    GROUP BY aml.move_id
+),
+
+invoice_tags AS (
+    SELECT
+        inv.id AS invoice_id,
+        STRING_AGG(
+            DISTINCT COALESCE(ct.name->>'en_US', ct.name->>'de_DE', ''),
+            ', ' ORDER BY COALESCE(ct.name->>'en_US', ct.name->>'de_DE', '')
+        ) AS tags
+    FROM invoices inv
+    JOIN sale_order so
+      ON so.name = inv.invoice_origin
+    JOIN sale_order_tag_rel sotr
+      ON sotr.order_id = so.id
+    JOIN crm_tag ct
+      ON ct.id = sotr.tag_id
+    GROUP BY inv.id
+),
+
+invoice_transaction_reference AS (
+    SELECT
+        rel.invoice_id,
+        pt.provider_reference,
+        ROW_NUMBER() OVER (
+            PARTITION BY rel.invoice_id
+            ORDER BY pt.id
+        ) AS rn
+    FROM account_invoice_transaction_rel rel
+    JOIN payment_transaction pt
+      ON pt.id = rel.transaction_id
+),
+
+sale_info AS (
+    SELECT
+        inv.id             AS invoice_id,
+        MIN(so.date_order) AS order_date
+    FROM invoices inv
+    JOIN sale_order so
+      ON so.name = inv.invoice_origin
+    GROUP BY inv.id
+),
+
+invoice_payments AS (
+    SELECT
+        aml.move_id       AS invoice_id,
+        MAX(apr.max_date) AS payment_date
+    FROM invoices inv
+    JOIN account_move_line aml
+      ON aml.move_id = inv.id
+    JOIN account_account aa
+      ON aa.id = aml.account_id
+     AND aa.account_type = 'asset_receivable'
+    JOIN account_partial_reconcile apr
+      ON apr.debit_move_id  = aml.id
+      OR apr.credit_move_id = aml.id
+    GROUP BY aml.move_id
+),
+
+odoo_rows AS (
+    SELECT
+        TO_CHAR(inv.invoice_date, 'YYYY-MM-DD') AS "Rechnungsdatum",
+
+        CASE
+            WHEN inv.move_type = 'out_refund'
+                THEN COALESCE(inv.name, inv.ref, '') || '-gs'
+            ELSE COALESCE(inv.name, inv.ref, '')
+        END AS "Rechnungsnummer",
+
+        COALESCE(rc_inv.name->>'en_US', rc_inv.name->>'de_DE', '') AS "Rechnungsland",
+        COALESCE(rc_inv.code, '')                                   AS "Rechnungsland Ländercode",
+        COALESCE(apt.name->>'en_US', apt.name->>'de_DE', '')       AS "Zahlart",
+
+        COALESCE(itr.provider_reference, '') AS "Zahlungsreference der Bestellung",
+        COALESCE(partner.vat, '')           AS "USt. Id / VAT Id des Käufers (in Bestellung)",
+
+        ROUND(COALESCE(ts.brutto_normal, 0) + COALESCE(ts.brutto_erm, 0), 2) AS "Gesamtpreis brutto",
+        ROUND(COALESCE(ts.netto_normal, 0) + COALESCE(ts.netto_erm, 0), 2)   AS "Gesamtpreis netto",
+
+        COALESCE(ts.brutto_normal, 0)   AS "Brutto",
+        COALESCE(ts.brutto_erm, 0)      AS "Brutto erm",
+        COALESCE(ts.ust_satz_normal, 0) AS "USt. Satz",
+        COALESCE(ts.ust_satz_erm, 0)    AS "Ust. Satz erm",
+        COALESCE(ts.netto_normal, 0)    AS "Netto Betrag",
+        COALESCE(ts.netto_erm, 0)       AS "Netto Betrag erm",
+
+        COALESCE(sh.shipping_brutto, 0) AS "Versandkosten brutto",
+        COALESCE(sh.shipping_netto, 0)  AS "Versandkosten netto",
+
+        COALESCE(TO_CHAR(si.order_date, 'YYYY-MM-DD'), '') AS "Auftragsdatum",
+        COALESCE(inv.invoice_origin, '')                   AS "Bestellnummer",
+        COALESCE(TO_CHAR(ip.payment_date, 'YYYY-MM-DD'), '') AS "Zahldatum",
+
+        COALESCE(ship.name, partner.name, '') AS "Lieferadresse Name",
+        COALESCE(it.tags, '')                 AS "Tag",
+        COALESCE(
+            rc_ship.name->>'en_US', rc_ship.name->>'de_DE',
+            rc_inv.name->>'en_US',  rc_inv.name->>'de_DE',
+            ''
+        ) AS "Lieferland"
+
+    FROM invoices inv
+    JOIN res_partner partner
+      ON partner.id = inv.partner_id
+    LEFT JOIN res_country rc_inv
+      ON rc_inv.id = partner.country_id
+    LEFT JOIN res_partner ship
+      ON ship.id = inv.partner_shipping_id
+    LEFT JOIN res_country rc_ship
+      ON rc_ship.id = ship.country_id
+    LEFT JOIN account_payment_term apt
+      ON apt.id = inv.invoice_payment_term_id
+    LEFT JOIN tax_split ts
+      ON ts.invoice_id = inv.id
+    LEFT JOIN shipping sh
+      ON sh.invoice_id = inv.id
+    LEFT JOIN invoice_tags it
+      ON it.invoice_id = inv.id
+    LEFT JOIN invoice_transaction_reference itr
+      ON itr.invoice_id = inv.id
+     AND itr.rn = 1
+    LEFT JOIN sale_info si
+      ON si.invoice_id = inv.id
+    LEFT JOIN invoice_payments ip
+      ON ip.invoice_id = inv.id
+),
+
+-- ===========================================================================
+--  AMAZON-Seite
+-- ===========================================================================
+
+-- Basiszahlen + effektiver USt-Satz je Transaktionszeile.
+amazon_base AS (
+    SELECT
+        a.transaction_complete_date,
+        a.transaction_depart_date,
+        a.vat_inv_number,
+        a.sale_arrival_country,
+        a.arrival_country,
+        a.transaction_event_id,
+        a.buyer_vat_number,
+        a.buyer_name,
+        a.activity_transaction_id,
+        COALESCE(a.total_activity_value_amt_vat_incl, 0) AS gross,
+        COALESCE(a.total_activity_value_amt_vat_excl, 0) AS net,
+        COALESCE(a.total_ship_charge_amt_vat_incl, 0)    AS ship_gross,
+        COALESCE(a.total_ship_charge_amt_vat_excl, 0)    AS ship_net,
+        CASE
+            WHEN COALESCE(a.total_activity_value_amt_vat_excl, 0) <> 0
+                THEN ROUND((COALESCE(a.total_activity_value_vat_amt, 0)
+                            / a.total_activity_value_amt_vat_excl * 100)::numeric, 2)
+            ELSE 0
+        END AS rate
+    FROM brandize_datacenter_amazon_vat_transaction a
+    WHERE a.activity_period = %(month)s
+      -- Optional: Gebuehrenzeilen ausschliessen (wie in VAT_Summary.sql):
+      -- AND a.sales_channel <> 'AMAZON_FEE'
+),
+
+amazon_rows AS (
+    SELECT
+        TO_CHAR(COALESCE(b.transaction_complete_date, b.transaction_depart_date), 'YYYY-MM-DD')
+                                                                    AS "Rechnungsdatum",
+        COALESCE(b.vat_inv_number, '')                              AS "Rechnungsnummer",
+        COALESCE(rc_inv.name->>'en_US', rc_inv.name->>'de_DE', '')  AS "Rechnungsland",
+        COALESCE(b.sale_arrival_country, '')                        AS "Rechnungsland Ländercode",
+        ''                                                          AS "Zahlart",
+        COALESCE(b.transaction_event_id, '')                        AS "Zahlungsreference der Bestellung",
+        COALESCE(b.buyer_vat_number, '')                            AS "USt. Id / VAT Id des Käufers (in Bestellung)",
+
+        ROUND(b.gross::numeric, 2)                                  AS "Gesamtpreis brutto",
+        ROUND(b.net::numeric, 2)                                    AS "Gesamtpreis netto",
+
+        CASE
+            WHEN (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+              OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            THEN ROUND(b.gross::numeric, 2) ELSE 0
+        END AS "Brutto",
+        CASE
+            WHEN NOT (
+                (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+                OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            )
+            THEN ROUND(b.gross::numeric, 2) ELSE 0
+        END AS "Brutto erm",
+        CASE
+            WHEN (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+              OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            THEN b.rate ELSE 0
+        END AS "USt. Satz",
+        CASE
+            WHEN NOT (
+                (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+                OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            )
+            THEN b.rate ELSE 0
+        END AS "Ust. Satz erm",
+        CASE
+            WHEN (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+              OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            THEN ROUND(b.net::numeric, 2) ELSE 0
+        END AS "Netto Betrag",
+        CASE
+            WHEN NOT (
+                (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+                OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            )
+            THEN ROUND(b.net::numeric, 2) ELSE 0
+        END AS "Netto Betrag erm",
+
+        ROUND(b.ship_gross::numeric, 2)                             AS "Versandkosten brutto",
+        ROUND(b.ship_net::numeric, 2)                               AS "Versandkosten netto",
+
+        COALESCE(TO_CHAR(b.transaction_depart_date, 'YYYY-MM-DD'), '') AS "Auftragsdatum",
+        COALESCE(b.activity_transaction_id, '')                        AS "Bestellnummer",
+        ''                                                             AS "Zahldatum",
+        COALESCE(b.buyer_name, '')                                     AS "Lieferadresse Name",
+        ''                                                             AS "Tag",
+        COALESCE(rc_ship.name->>'en_US', rc_ship.name->>'de_DE', '')   AS "Lieferland"
+
+    FROM amazon_base b
+    LEFT JOIN res_country rc_inv
+      ON rc_inv.code  = b.sale_arrival_country
+    LEFT JOIN res_country rc_ship
+      ON rc_ship.code = b.arrival_country
+)
+
+-- ===========================================================================
+--  Zusammenfuehrung: ODOO + AMAZON, je Zeile mit Quelle
+-- ===========================================================================
+SELECT *, 'ODOO'   AS "Quelle" FROM odoo_rows
+UNION ALL
+SELECT *, 'AMAZON' AS "Quelle" FROM amazon_rows
+ORDER BY "Rechnungsdatum", "Rechnungsnummer";

sql/Quartal_Schweiz.sql

@@ -0,0 +1,439 @@
+-- =============================================================================
+-- Quartal Schweiz – Gesamt (ODOO + AMAZON), Lieferung in die Schweiz
+-- Odoo 17 / PostgreSQL
+--
+-- Zweck:
+--   Dieselben Spalten wie Alle_Rechnungen.sql (inkl. "Quelle"), aber:
+--     * Zeitraum = QUARTAL statt Monat
+--     * nur Rechnungen mit Lieferung in die SCHWEIZ (Lieferland = 'CH')
+--
+-- Modelle:
+--   ODOO   : account.move (Kundenrechnungen / Gutschriften)
+--   AMAZON : brandize_datacenter_amazon_vat_transaction
+--
+-- Parameter:
+--     %(quarter)s   Quartal als Text, z. B. '2026-Q3'
+--                   ODOO  : Rechnungsdatum im Quartal (siehe quarters-CTE)
+--                   AMAZON: activity_period in den 3 Monaten des Quartals
+--
+-- Aufruf (Odoo / psycopg2):
+--     cr.execute(open('Quartal_Schweiz.sql').read(), {'quarter': '2026-Q3'})
+--
+-- In psql stattdessen:
+--     \set quarter '2026-Q3'
+--
+-- Diagnose (falls keine AMAZON-Zeilen geliefert werden):
+--     SELECT activity_period, count(*)
+--       FROM brandize_datacenter_amazon_vat_transaction
+--      WHERE arrival_country = 'CH' OR sale_arrival_country = 'CH'
+--      GROUP BY 1 ORDER BY 1;
+--     -- zeigt das tatsaechliche Format von activity_period
+--
+-- ---------------------------------------------------------------------------
+--  Spalten-Mapping  ODOO  ->  AMAZON
+--  (Felder ohne Amazon-Pendant bleiben leer)
+-- ---------------------------------------------------------------------------
+--   Rechnungsdatum        <- transaction_complete_date (Fallback: depart)
+--   Rechnungsnummer       <- vat_inv_number
+--   Rechnungsland         <- Name zu sale_arrival_country (res_country)
+--   Rechnungsland Code    <- sale_arrival_country
+--   Zahlart               <- '' (kein Amazon-Feld)
+--   Zahlungsreference     <- transaction_event_id
+--   USt. Id Kaeufer       <- buyer_vat_number
+--   Gesamtpreis brutto    <- total_activity_value_amt_vat_incl
+--   Gesamtpreis netto     <- total_activity_value_amt_vat_excl
+--   Brutto / -erm         <- Steuersplit nach effektivem Satz (Schwelle
+--   USt. Satz / -erm         CH >= 8, sonst >= 16 - wie im ODOO-Export)
+--   Netto Betrag / -erm      Satz = total_activity_value_vat_amt / netto * 100
+--   Versandkosten brutto  <- total_ship_charge_amt_vat_incl
+--   Versandkosten netto   <- total_ship_charge_amt_vat_excl
+--   Auftragsdatum         <- transaction_depart_date
+--   Bestellnummer         <- activity_transaction_id
+--   Zahldatum             <- '' (kein Amazon-Feld)
+--   Lieferadresse Name    <- buyer_name
+--   Tag                   <- '' (kein Amazon-Feld)
+--   Lieferland            <- Name zu arrival_country (res_country)
+--
+--   ACHTUNG: Das Amazon-Mapping ist eine 1:1-Uebertragung auf die ODOO-Spalten.
+--   Die Datumszuordnung (Rechnungsdatum/Auftragsdatum) sowie Bestellnummer
+--   sollten gegen die tatsaechliche Amazon-Report-Semantik geprueft und hier
+--   ggf. angepasst werden.
+-- =============================================================================
+
+WITH params AS (
+    -- Quartal aus %(quarter)s (z. B. '2026-Q3') ableiten.
+    SELECT
+        split_part(%(quarter)s, '-', 1)                AS yr,
+        right(split_part(%(quarter)s, '-', 2), 1)::int AS qn
+),
+quarters AS (
+    SELECT
+        yr,
+        qn,
+        make_date(yr::int, (qn - 1) * 3 + 1, 1)                        AS first_day,
+        make_date(yr::int, (qn - 1) * 3 + 1, 1) + INTERVAL '3 months' AS next_day
+    FROM params
+),
+qmonths AS (
+    -- Alle moeglichen Schreibweisen der 3 Quartalsmonate als 'YYYY-MMM'
+    -- (deutsche UND englische Kuerzel, da die gespeicherte Schreibweise je
+    --  nach Herkunft abweichen kann).
+    SELECT DISTINCT
+        q.yr || '-' || v.abbr AS activity_period
+    FROM quarters q
+    CROSS JOIN generate_series(1, 3) AS g(n)
+    JOIN (VALUES
+        (1, 'JAN'), (2, 'FEB'), (3, 'MÄR'), (3, 'MAR'), (4, 'APR'),
+        (5, 'MAI'), (5, 'MAY'), (6, 'JUN'), (7, 'JUL'), (8, 'AUG'),
+        (9, 'SEP'), (10, 'OKT'), (10, 'OCT'), (11, 'NOV'),
+        (12, 'DEZ'), (12, 'DEC')
+    ) AS v(mnum, abbr) ON v.mnum = (q.qn - 1) * 3 + g.n
+),
+
+-- ===========================================================================
+--  ODOO-Seite (identisch zu Rechnungsexport.sql)
+-- ===========================================================================
+
+invoices AS (
+    SELECT
+        am.id,
+        am.name,
+        am.ref,
+        am.move_type,
+        am.invoice_date,
+        am.invoice_origin,
+        am.partner_id,
+        am.partner_shipping_id,
+        am.invoice_payment_term_id,
+        am.payment_reference
+    FROM account_move am
+    CROSS JOIN quarters q
+    WHERE am.invoice_date >= q.first_day
+      AND am.invoice_date <  q.next_day
+      AND am.move_type IN ('out_invoice', 'out_refund')
+),
+
+line_taxes AS (
+    SELECT
+        aml.move_id             AS invoice_id,
+        at.amount               AS tax_rate,
+        SUM(aml.price_subtotal) AS netto,
+        SUM(aml.price_total)    AS brutto
+    FROM invoices inv
+    JOIN account_move_line aml
+      ON aml.move_id = inv.id
+    JOIN account_move_line_account_tax_rel amlatr
+      ON amlatr.account_move_line_id = aml.id
+    JOIN account_tax at
+      ON at.id = amlatr.account_tax_id
+    GROUP BY aml.move_id, at.amount
+),
+
+tax_split AS (
+    SELECT
+        lt.invoice_id,
+
+        MAX(CASE
+            WHEN (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+              OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            THEN ROUND(lt.brutto::numeric, 2)
+        END) AS brutto_normal,
+
+        MAX(CASE
+            WHEN (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+              OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            THEN ROUND(lt.tax_rate::numeric, 2)
+        END) AS ust_satz_normal,
+
+        MAX(CASE
+            WHEN (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+              OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            THEN ROUND(lt.netto::numeric, 2)
+        END) AS netto_normal,
+
+        MAX(CASE
+            WHEN NOT (
+                (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+                OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            )
+            THEN ROUND(lt.brutto::numeric, 2)
+        END) AS brutto_erm,
+
+        MAX(CASE
+            WHEN NOT (
+                (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+                OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            )
+            THEN ROUND(lt.tax_rate::numeric, 2)
+        END) AS ust_satz_erm,
+
+        MAX(CASE
+            WHEN NOT (
+                (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+                OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            )
+            THEN ROUND(lt.netto::numeric, 2)
+        END) AS netto_erm
+
+    FROM line_taxes lt
+    JOIN invoices inv
+      ON inv.id = lt.invoice_id
+    JOIN res_partner rp
+      ON rp.id = inv.partner_id
+    LEFT JOIN res_country rc
+      ON rc.id = rp.country_id
+    GROUP BY lt.invoice_id
+),
+
+shipping AS (
+    SELECT
+        aml.move_id AS invoice_id,
+        ROUND(SUM(aml.price_total)::numeric, 2)    AS shipping_brutto,
+        ROUND(SUM(aml.price_subtotal)::numeric, 2) AS shipping_netto
+    FROM invoices inv
+    JOIN account_move_line aml
+      ON aml.move_id = inv.id
+    JOIN product_product pp
+      ON pp.id = aml.product_id
+    JOIN product_template pt
+      ON pt.id = pp.product_tmpl_id
+    WHERE pt.categ_id = 9
+    GROUP BY aml.move_id
+),
+
+invoice_tags AS (
+    SELECT
+        inv.id AS invoice_id,
+        STRING_AGG(
+            DISTINCT COALESCE(ct.name->>'en_US', ct.name->>'de_DE', ''),
+            ', ' ORDER BY COALESCE(ct.name->>'en_US', ct.name->>'de_DE', '')
+        ) AS tags
+    FROM invoices inv
+    JOIN sale_order so
+      ON so.name = inv.invoice_origin
+    JOIN sale_order_tag_rel sotr
+      ON sotr.order_id = so.id
+    JOIN crm_tag ct
+      ON ct.id = sotr.tag_id
+    GROUP BY inv.id
+),
+
+invoice_transaction_reference AS (
+    SELECT
+        rel.invoice_id,
+        pt.provider_reference,
+        ROW_NUMBER() OVER (
+            PARTITION BY rel.invoice_id
+            ORDER BY pt.id
+        ) AS rn
+    FROM account_invoice_transaction_rel rel
+    JOIN payment_transaction pt
+      ON pt.id = rel.transaction_id
+),
+
+sale_info AS (
+    SELECT
+        inv.id             AS invoice_id,
+        MIN(so.date_order) AS order_date
+    FROM invoices inv
+    JOIN sale_order so
+      ON so.name = inv.invoice_origin
+    GROUP BY inv.id
+),
+
+invoice_payments AS (
+    SELECT
+        aml.move_id       AS invoice_id,
+        MAX(apr.max_date) AS payment_date
+    FROM invoices inv
+    JOIN account_move_line aml
+      ON aml.move_id = inv.id
+    JOIN account_account aa
+      ON aa.id = aml.account_id
+     AND aa.account_type = 'asset_receivable'
+    JOIN account_partial_reconcile apr
+      ON apr.debit_move_id  = aml.id
+      OR apr.credit_move_id = aml.id
+    GROUP BY aml.move_id
+),
+
+odoo_rows AS (
+    SELECT
+        TO_CHAR(inv.invoice_date, 'YYYY-MM-DD') AS "Rechnungsdatum",
+
+        CASE
+            WHEN inv.move_type = 'out_refund'
+                THEN COALESCE(inv.name, inv.ref, '') || '-gs'
+            ELSE COALESCE(inv.name, inv.ref, '')
+        END AS "Rechnungsnummer",
+
+        COALESCE(rc_inv.name->>'en_US', rc_inv.name->>'de_DE', '') AS "Rechnungsland",
+        COALESCE(rc_inv.code, '')                                   AS "Rechnungsland Ländercode",
+        COALESCE(apt.name->>'en_US', apt.name->>'de_DE', '')       AS "Zahlart",
+
+        COALESCE(itr.provider_reference, '') AS "Zahlungsreference der Bestellung",
+        COALESCE(partner.vat, '')           AS "USt. Id / VAT Id des Käufers (in Bestellung)",
+
+        ROUND(COALESCE(ts.brutto_normal, 0) + COALESCE(ts.brutto_erm, 0), 2) AS "Gesamtpreis brutto",
+        ROUND(COALESCE(ts.netto_normal, 0) + COALESCE(ts.netto_erm, 0), 2)   AS "Gesamtpreis netto",
+
+        COALESCE(ts.brutto_normal, 0)   AS "Brutto",
+        COALESCE(ts.brutto_erm, 0)      AS "Brutto erm",
+        COALESCE(ts.ust_satz_normal, 0) AS "USt. Satz",
+        COALESCE(ts.ust_satz_erm, 0)    AS "Ust. Satz erm",
+        COALESCE(ts.netto_normal, 0)    AS "Netto Betrag",
+        COALESCE(ts.netto_erm, 0)       AS "Netto Betrag erm",
+
+        COALESCE(sh.shipping_brutto, 0) AS "Versandkosten brutto",
+        COALESCE(sh.shipping_netto, 0)  AS "Versandkosten netto",
+
+        COALESCE(TO_CHAR(si.order_date, 'YYYY-MM-DD'), '') AS "Auftragsdatum",
+        COALESCE(inv.invoice_origin, '')                   AS "Bestellnummer",
+        COALESCE(TO_CHAR(ip.payment_date, 'YYYY-MM-DD'), '') AS "Zahldatum",
+
+        COALESCE(ship.name, partner.name, '') AS "Lieferadresse Name",
+        COALESCE(it.tags, '')                 AS "Tag",
+        COALESCE(
+            rc_ship.name->>'en_US', rc_ship.name->>'de_DE',
+            rc_inv.name->>'en_US',  rc_inv.name->>'de_DE',
+            ''
+        ) AS "Lieferland"
+
+    FROM invoices inv
+    JOIN res_partner partner
+      ON partner.id = inv.partner_id
+    LEFT JOIN res_country rc_inv
+      ON rc_inv.id = partner.country_id
+    LEFT JOIN res_partner ship
+      ON ship.id = inv.partner_shipping_id
+    LEFT JOIN res_country rc_ship
+      ON rc_ship.id = ship.country_id
+    LEFT JOIN account_payment_term apt
+      ON apt.id = inv.invoice_payment_term_id
+    LEFT JOIN tax_split ts
+      ON ts.invoice_id = inv.id
+    LEFT JOIN shipping sh
+      ON sh.invoice_id = inv.id
+    LEFT JOIN invoice_tags it
+      ON it.invoice_id = inv.id
+    LEFT JOIN invoice_transaction_reference itr
+      ON itr.invoice_id = inv.id
+     AND itr.rn = 1
+    LEFT JOIN sale_info si
+      ON si.invoice_id = inv.id
+    LEFT JOIN invoice_payments ip
+      ON ip.invoice_id = inv.id
+    -- Nur Lieferungen in die Schweiz (Versandland, Fallback: Rechnungsland).
+    WHERE COALESCE(rc_ship.code, rc_inv.code) = 'CH'
+),
+
+-- ===========================================================================
+--  AMAZON-Seite
+-- ===========================================================================
+
+-- Basiszahlen + effektiver USt-Satz je Transaktionszeile.
+amazon_base AS (
+    SELECT
+        a.transaction_complete_date,
+        a.transaction_depart_date,
+        a.vat_inv_number,
+        a.sale_arrival_country,
+        a.arrival_country,
+        a.transaction_event_id,
+        a.buyer_vat_number,
+        a.buyer_name,
+        a.activity_transaction_id,
+        COALESCE(a.total_activity_value_amt_vat_incl, 0) AS gross,
+        COALESCE(a.total_activity_value_amt_vat_excl, 0) AS net,
+        COALESCE(a.total_ship_charge_amt_vat_incl, 0)    AS ship_gross,
+        COALESCE(a.total_ship_charge_amt_vat_excl, 0)    AS ship_net,
+        CASE
+            WHEN COALESCE(a.total_activity_value_amt_vat_excl, 0) <> 0
+                THEN ROUND((COALESCE(a.total_activity_value_vat_amt, 0)
+                            / a.total_activity_value_amt_vat_excl * 100)::numeric, 2)
+            ELSE 0
+        END AS rate
+    FROM brandize_datacenter_amazon_vat_transaction a
+    WHERE upper(a.activity_period) IN (SELECT upper(activity_period) FROM qmonths)
+      -- Lieferung in die Schweiz: Ziel-/Versandland kann in arrival_country
+      -- oder sale_arrival_country stehen.
+      AND (upper(a.arrival_country) = 'CH' OR upper(a.sale_arrival_country) = 'CH')
+      -- Optional: Gebuehrenzeilen ausschliessen (wie in VAT_Summary.sql):
+      -- AND a.sales_channel <> 'AMAZON_FEE'
+),
+
+amazon_rows AS (
+    SELECT
+        TO_CHAR(COALESCE(b.transaction_complete_date, b.transaction_depart_date), 'YYYY-MM-DD')
+                                                                    AS "Rechnungsdatum",
+        COALESCE(b.vat_inv_number, '')                              AS "Rechnungsnummer",
+        COALESCE(rc_inv.name->>'en_US', rc_inv.name->>'de_DE', '')  AS "Rechnungsland",
+        COALESCE(b.sale_arrival_country, '')                        AS "Rechnungsland Ländercode",
+        ''                                                          AS "Zahlart",
+        COALESCE(b.transaction_event_id, '')                        AS "Zahlungsreference der Bestellung",
+        COALESCE(b.buyer_vat_number, '')                            AS "USt. Id / VAT Id des Käufers (in Bestellung)",
+
+        ROUND(b.gross::numeric, 2)                                  AS "Gesamtpreis brutto",
+        ROUND(b.net::numeric, 2)                                    AS "Gesamtpreis netto",
+
+        CASE
+            WHEN (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+              OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            THEN ROUND(b.gross::numeric, 2) ELSE 0
+        END AS "Brutto",
+        CASE
+            WHEN NOT (
+                (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+                OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            )
+            THEN ROUND(b.gross::numeric, 2) ELSE 0
+        END AS "Brutto erm",
+        CASE
+            WHEN (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+              OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            THEN b.rate ELSE 0
+        END AS "USt. Satz",
+        CASE
+            WHEN NOT (
+                (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+                OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            )
+            THEN b.rate ELSE 0
+        END AS "Ust. Satz erm",
+        CASE
+            WHEN (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+              OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            THEN ROUND(b.net::numeric, 2) ELSE 0
+        END AS "Netto Betrag",
+        CASE
+            WHEN NOT (
+                (b.sale_arrival_country = 'CH' AND b.rate >= 8)
+                OR (COALESCE(b.sale_arrival_country, '') <> 'CH' AND b.rate >= 16)
+            )
+            THEN ROUND(b.net::numeric, 2) ELSE 0
+        END AS "Netto Betrag erm",
+
+        ROUND(b.ship_gross::numeric, 2)                             AS "Versandkosten brutto",
+        ROUND(b.ship_net::numeric, 2)                               AS "Versandkosten netto",
+
+        COALESCE(TO_CHAR(b.transaction_depart_date, 'YYYY-MM-DD'), '') AS "Auftragsdatum",
+        COALESCE(b.activity_transaction_id, '')                        AS "Bestellnummer",
+        ''                                                             AS "Zahldatum",
+        COALESCE(b.buyer_name, '')                                     AS "Lieferadresse Name",
+        ''                                                             AS "Tag",
+        COALESCE(rc_ship.name->>'en_US', rc_ship.name->>'de_DE', '')   AS "Lieferland"
+
+    FROM amazon_base b
+    LEFT JOIN res_country rc_inv
+      ON rc_inv.code  = b.sale_arrival_country
+    LEFT JOIN res_country rc_ship
+      ON rc_ship.code = b.arrival_country
+)
+
+-- ===========================================================================
+--  Zusammenfuehrung: ODOO + AMAZON, je Zeile mit Quelle
+-- ===========================================================================
+SELECT *, 'ODOO'   AS "Quelle" FROM odoo_rows
+UNION ALL
+SELECT *, 'AMAZON' AS "Quelle" FROM amazon_rows
+ORDER BY "Rechnungsdatum", "Rechnungsnummer";

sql/Rechnungsexport.sql

@@ -0,0 +1,292 @@
+-- =============================================================================
+-- Rechnungsexport – Odoo 17 / PostgreSQL
+-- Rechnungsdatum · Rechnungsnummer · Länder · Zahlart · USt-Nr. · Steuersplit
+--
+-- Modell : account.move (Kundenrechnungen und Gutschriften)
+--
+-- Parameter:
+--     %(month)s   Abrechnungszeitraum als Text, z. B. '2026-SEP'
+--
+-- Aufruf (Odoo / psycopg2):
+--     cr.execute(open('Rechnungsexport.sql').read(), {'month': '2026-SEP'})
+--
+-- In psql stattdessen:
+--     \set month '2026-SEP'
+--     ... AND am.invoice_date >= :'month'   (siehe params-CTE)
+--
+-- Hinweis zum Monatsfilter:
+--     Das Rechnungsdatum wird auf einen vollen Kalendermonat gefiltert.
+--     Der Monat wird locale-unabhängig in ein Datum umgerechnet; es werden
+--     deutsche (MÄR, MAI, OKT, DEZ) und englische (MAR, MAY, OCT, DEC)
+--     Dreibuchstaben-Kürzel akzeptiert.
+--
+-- Änderungen gegenüber der Vorversion (nur die fehlenden Felder ergänzt):
+--     * Auftragsdatum  : aus sale_order.date_order (über invoice_origin)
+--     * Zahldatum      : aus der letzten Ausgleichsbuchung der Debitorenzeile
+--     * Lieferadresse Name / Lieferland : aus account_move.partner_shipping_id
+--                         (Fallback: Rechnungspartner)
+-- =============================================================================
+
+WITH params AS (
+    -- Kalendermonat aus %(month)s (z. B. '2026-SEP') ableiten.
+    SELECT
+        to_date(
+            split_part(%(month)s, '-', 1) || '-' ||
+            CASE upper(split_part(%(month)s, '-', 2))
+                WHEN 'JAN' THEN '01' WHEN 'FEB' THEN '02'
+                WHEN 'MÄR' THEN '03' WHEN 'MAR' THEN '03' WHEN 'APR' THEN '04'
+                WHEN 'MAI' THEN '05' WHEN 'MAY' THEN '05' WHEN 'JUN' THEN '06'
+                WHEN 'JUL' THEN '07' WHEN 'AUG' THEN '08' WHEN 'SEP' THEN '09'
+                WHEN 'OKT' THEN '10' WHEN 'OCT' THEN '10' WHEN 'NOV' THEN '11'
+                WHEN 'DEZ' THEN '12' WHEN 'DEC' THEN '12'
+            END,
+            'YYYY-MM'
+        ) AS first_day
+),
+
+invoices AS (
+    SELECT
+        am.id,
+        am.name,
+        am.ref,
+        am.move_type,
+        am.invoice_date,
+        am.invoice_origin,
+        am.partner_id,
+        am.partner_shipping_id,
+        am.invoice_payment_term_id,
+        am.payment_reference
+    FROM account_move am
+    CROSS JOIN params p
+    WHERE am.invoice_date >= p.first_day
+      AND am.invoice_date <  p.first_day + INTERVAL '1 month'
+      AND am.move_type IN ('out_invoice', 'out_refund')
+),
+
+-- ---------------------------------------------------------------------------
+-- tax summary: invoice line -> tax relation -> account_tax
+-- ---------------------------------------------------------------------------
+line_taxes AS (
+    SELECT
+        aml.move_id             AS invoice_id,
+        at.amount               AS tax_rate,
+        SUM(aml.price_subtotal) AS netto,
+        SUM(aml.price_total)    AS brutto
+    FROM invoices inv
+    JOIN account_move_line aml
+      ON aml.move_id = inv.id
+    JOIN account_move_line_account_tax_rel amlatr
+      ON amlatr.account_move_line_id = aml.id
+    JOIN account_tax at
+      ON at.id = amlatr.account_tax_id
+    GROUP BY aml.move_id, at.amount
+),
+
+-- ---------------------------------------------------------------------------
+-- tax split logic from Python:
+--   threshold = 8 for CH, else 16
+-- ---------------------------------------------------------------------------
+tax_split AS (
+    SELECT
+        lt.invoice_id,
+
+        MAX(CASE
+            WHEN (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+              OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            THEN ROUND(lt.brutto::numeric, 2)
+        END) AS brutto_normal,
+
+        MAX(CASE
+            WHEN (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+              OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            THEN ROUND(lt.tax_rate::numeric, 2)
+        END) AS ust_satz_normal,
+
+        MAX(CASE
+            WHEN (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+              OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            THEN ROUND(lt.netto::numeric, 2)
+        END) AS netto_normal,
+
+        MAX(CASE
+            WHEN NOT (
+                (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+                OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            )
+            THEN ROUND(lt.brutto::numeric, 2)
+        END) AS brutto_erm,
+
+        MAX(CASE
+            WHEN NOT (
+                (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+                OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            )
+            THEN ROUND(lt.tax_rate::numeric, 2)
+        END) AS ust_satz_erm,
+
+        MAX(CASE
+            WHEN NOT (
+                (rc.code = 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 8)
+                OR (COALESCE(rc.code, '') <> 'CH' AND ROUND(lt.tax_rate::numeric, 2) >= 16)
+            )
+            THEN ROUND(lt.netto::numeric, 2)
+        END) AS netto_erm
+
+    FROM line_taxes lt
+    JOIN invoices inv
+      ON inv.id = lt.invoice_id
+    JOIN res_partner rp
+      ON rp.id = inv.partner_id
+    LEFT JOIN res_country rc
+      ON rc.id = rp.country_id
+    GROUP BY lt.invoice_id
+),
+
+-- ---------------------------------------------------------------------------
+-- shipping costs (product category id = 9, as in Python logic)
+-- ---------------------------------------------------------------------------
+shipping AS (
+    SELECT
+        aml.move_id AS invoice_id,
+        ROUND(SUM(aml.price_total)::numeric, 2)    AS shipping_brutto,
+        ROUND(SUM(aml.price_subtotal)::numeric, 2) AS shipping_netto
+    FROM invoices inv
+    JOIN account_move_line aml
+      ON aml.move_id = inv.id
+    JOIN product_product pp
+      ON pp.id = aml.product_id
+    JOIN product_template pt
+      ON pt.id = pp.product_tmpl_id
+    WHERE pt.categ_id = 9
+    GROUP BY aml.move_id
+),
+
+invoice_tags AS (
+    SELECT
+        inv.id AS invoice_id,
+        STRING_AGG(
+            DISTINCT COALESCE(ct.name->>'en_US', ct.name->>'de_DE', ''),
+            ', ' ORDER BY COALESCE(ct.name->>'en_US', ct.name->>'de_DE', '')
+        ) AS tags
+    FROM invoices inv
+    JOIN sale_order so
+      ON so.name = inv.invoice_origin
+    JOIN sale_order_tag_rel sotr
+      ON sotr.order_id = so.id
+    JOIN crm_tag ct
+      ON ct.id = sotr.tag_id
+    GROUP BY inv.id
+),
+
+invoice_transaction_reference AS (
+    SELECT
+        rel.invoice_id,
+        pt.provider_reference,
+        ROW_NUMBER() OVER (
+            PARTITION BY rel.invoice_id
+            ORDER BY pt.id
+        ) AS rn
+    FROM account_invoice_transaction_rel rel
+    JOIN payment_transaction pt
+      ON pt.id = rel.transaction_id
+),
+
+-- ---------------------------------------------------------------------------
+-- Auftragsdatum: Bestellung über invoice_origin (Verkaufsauftragsname) finden
+-- ---------------------------------------------------------------------------
+sale_info AS (
+    SELECT
+        inv.id             AS invoice_id,
+        MIN(so.date_order) AS order_date
+    FROM invoices inv
+    JOIN sale_order so
+      ON so.name = inv.invoice_origin
+    GROUP BY inv.id
+),
+
+-- ---------------------------------------------------------------------------
+-- Zahldatum: Datum der letzten Ausgleichsbuchung der Debitorenzeile.
+-- account_partial_reconcile.max_date = jüngeres Datum der beiden Buchungen.
+-- ---------------------------------------------------------------------------
+invoice_payments AS (
+    SELECT
+        aml.move_id       AS invoice_id,
+        MAX(apr.max_date) AS payment_date
+    FROM invoices inv
+    JOIN account_move_line aml
+      ON aml.move_id = inv.id
+    JOIN account_account aa
+      ON aa.id = aml.account_id
+     AND aa.account_type = 'asset_receivable'
+    JOIN account_partial_reconcile apr
+      ON apr.debit_move_id  = aml.id
+      OR apr.credit_move_id = aml.id
+    GROUP BY aml.move_id
+)
+
+SELECT
+    TO_CHAR(inv.invoice_date, 'YYYY-MM-DD') AS "Rechnungsdatum",
+
+    CASE
+        WHEN inv.move_type = 'out_refund'
+            THEN COALESCE(inv.name, inv.ref, '') || '-gs'
+        ELSE COALESCE(inv.name, inv.ref, '')
+    END AS "Rechnungsnummer",
+
+    COALESCE(rc_inv.name->>'en_US', rc_inv.name->>'de_DE', '') AS "Rechnungsland",
+    COALESCE(rc_inv.code, '')                                   AS "Rechnungsland Ländercode",
+    COALESCE(apt.name->>'en_US', apt.name->>'de_DE', '')       AS "Zahlart",
+
+    COALESCE(itr.provider_reference, '') AS "Zahlungsreference der Bestellung",
+    COALESCE(partner.vat, '')           AS "USt. Id / VAT Id des Käufers (in Bestellung)",
+
+    ROUND(COALESCE(ts.brutto_normal, 0) + COALESCE(ts.brutto_erm, 0), 2) AS "Gesamtpreis brutto",
+    ROUND(COALESCE(ts.netto_normal, 0) + COALESCE(ts.netto_erm, 0), 2)   AS "Gesamtpreis netto",
+
+    COALESCE(ts.brutto_normal, 0)   AS "Brutto",
+    COALESCE(ts.brutto_erm, 0)      AS "Brutto erm",
+    COALESCE(ts.ust_satz_normal, 0) AS "USt. Satz",
+    COALESCE(ts.ust_satz_erm, 0)    AS "Ust. Satz erm",
+    COALESCE(ts.netto_normal, 0)    AS "Netto Betrag",
+    COALESCE(ts.netto_erm, 0)       AS "Netto Betrag erm",
+
+    COALESCE(sh.shipping_brutto, 0) AS "Versandkosten brutto",
+    COALESCE(sh.shipping_netto, 0)  AS "Versandkosten netto",
+
+    COALESCE(TO_CHAR(si.order_date, 'YYYY-MM-DD'), '') AS "Auftragsdatum",
+    COALESCE(inv.invoice_origin, '')                   AS "Bestellnummer",
+    COALESCE(TO_CHAR(ip.payment_date, 'YYYY-MM-DD'), '') AS "Zahldatum",
+
+    COALESCE(ship.name, partner.name, '') AS "Lieferadresse Name",
+    COALESCE(it.tags, '')                 AS "Tag",
+    COALESCE(
+        rc_ship.name->>'en_US', rc_ship.name->>'de_DE',
+        rc_inv.name->>'en_US',  rc_inv.name->>'de_DE',
+        ''
+    ) AS "Lieferland"
+
+FROM invoices inv
+JOIN res_partner partner
+  ON partner.id = inv.partner_id
+LEFT JOIN res_country rc_inv
+  ON rc_inv.id = partner.country_id
+LEFT JOIN res_partner ship
+  ON ship.id = inv.partner_shipping_id
+LEFT JOIN res_country rc_ship
+  ON rc_ship.id = ship.country_id
+LEFT JOIN account_payment_term apt
+  ON apt.id = inv.invoice_payment_term_id
+LEFT JOIN tax_split ts
+  ON ts.invoice_id = inv.id
+LEFT JOIN shipping sh
+  ON sh.invoice_id = inv.id
+LEFT JOIN invoice_tags it
+  ON it.invoice_id = inv.id
+LEFT JOIN invoice_transaction_reference itr
+  ON itr.invoice_id = inv.id
+ AND itr.rn = 1
+LEFT JOIN sale_info si
+  ON si.invoice_id = inv.id
+LEFT JOIN invoice_payments ip
+  ON ip.invoice_id = inv.id
+ORDER BY inv.invoice_date, inv.name;

styles.css

@@ -319,20 +319,56 @@ select:focus { outline: none; border-color: var(--accent); box-shadow: 0 0 0 3px
 }
 
 /* ---------- Table ---------- */
-.table-wrap { overflow-x: auto; }
+/* Bounded height so the table body scrolls (both axes) while the header row
+   stays put. */
+.table-wrap { overflow: auto; max-height: 70vh; }
 table { width: 100%; border-collapse: collapse; font-size: 14px; }
-thead th {
+.table-wrap thead th {
+  position: sticky; top: 0; z-index: 2;
+  background: var(--surface);
   text-align: left; font-size: 11.5px; letter-spacing: .05em;
   text-transform: uppercase; color: var(--muted);
-  padding: 10px 12px; border-bottom: 1px solid var(--border);
+  padding: 10px 12px; box-shadow: inset 0 -1px 0 var(--border);
   font-weight: 600;
 }
-tbody td { padding: 11px 12px; border-bottom: 1px solid var(--surface-2); }
-tbody tr:last-child td { border-bottom: none; }
-tbody tr:hover td { background: var(--surface-2); }
-th.num, td.num { text-align: right; font-variant-numeric: tabular-nums; }
+.table-wrap tbody td { padding: 11px 12px; border-bottom: 1px solid var(--surface-2); }
+.table-wrap tbody tr:last-child td { border-bottom: none; }
+.table-wrap tbody tr:hover td { background: var(--surface-2); }
+.table-wrap th.num, .table-wrap td.num { text-align: right; font-variant-numeric: tabular-nums; }
 tr.total td { font-weight: 700; background: var(--accent-soft); }
 tr.total:hover td { background: var(--accent-soft); }
+tr.summary td { font-weight: 700; background: var(--accent-soft); }
+tr.summary:hover td { background: var(--accent-soft); }
+
+/* ---------- PivotTable.js experiment ---------- */
+#pivot { overflow-x: auto; }
+.panel-head-actions { display: flex; align-items: center; gap: 12px; }
+
+/* ---------- Per-dashboard table filters ---------- */
+.table-filters {
+  display: flex;
+  align-items: flex-end;
+  gap: 14px;
+  flex-wrap: wrap;
+  margin-bottom: 16px;
+}
+.table-filters input {
+  border: 1px solid var(--border);
+  background: var(--surface-2);
+  padding: 9px 12px;
+  border-radius: 10px;
+  font-size: 14px;
+  font-family: inherit;
+  color: var(--text);
+  min-width: 150px;
+  transition: border-color .15s, box-shadow .15s, background .15s;
+}
+.table-filters input:focus {
+  outline: none;
+  border-color: var(--accent);
+  box-shadow: 0 0 0 3px var(--accent-soft);
+  background: #fff;
+}
 
 .pill {
   display: inline-block; padding: 2px 9px; border-radius: 999px;