Stefan
1376779224
- ARCHITECTURE.md: reflect the implemented DI service layer, CAMTParser, OpenTelemetry/observability, the ported report engine, and CAMT+MT940 banking; mark the resolved observations. - copilot-instructions.md: add Services/DI, dual-format banking, observability and testing sections; add an Instruction-Sync banner. - CLAUDE.md (new): Claude Code project instructions mirroring the shared rules, plus build/test workflow notes. Both files state they must stay in sync. - USER_GUIDE.md (new, Fuchs/Docs): end-user process guide (login, invoices, reminders, requests, banking incl. MT940/CAMT upload, DATEV, reports). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
428 lines
24 KiB
Markdown
428 lines
24 KiB
Markdown
# Fuchs Intranet — Solution Architecture
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> Auto-generated architecture analysis
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> .NET 10 · ASP.NET Core MVC · SQL Server
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---
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## 1. Solution Overview
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The **Fuchs Intranet** solution is a line-of-business web application for **Sebastian Fuchs Bad und Heizung GmbH & Co. KG** (a plumbing/heating company in Düsseldorf). It manages invoices, reminders, service requests, banking transactions, reports, and user authentication — all exposed through a single-page intranet front-end.
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| Project | Type | Purpose |
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| **Fuchs** | ASP.NET Core Web (MVC) | Main web application — the intranet |
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| **Fuchs_DataService** | Console / Windows Service (Topshelf) | Background data sync service (MFR ERP polling) |
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| **MFR_RESTClient** | Class Library | REST/OData client for the MFR ERP system |
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| **OCORE** | Class Library (shared) | Core utilities: SQL, crypto, email, IO, logging |
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| **OCORE_web** | Class Library (shared) | Web utilities: MVC helpers, middleware, auth, captcha |
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| **OCORE_web_pdf** | Class Library (shared) | PDF generation (MigraDoc/PDFsharp, HTML→PDF) |
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| **OCORE_Charting** | Class Library (shared) | Data visualization / charting (ported System.Windows.Forms.DataVisualization) |
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| **MT940Parser** | Class Library (external) | SWIFT MT940/MT942 bank statement parser |
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| **CAMTParser** | Class Library (in-repo) | ISO 20022 CAMT (camt.052/053/054) bank statement parser |
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**All projects target `net10.0`.**
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---
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## 2. Architecture Diagram
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```
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┌─────────────────────────────────────────────────────────────────────────┐
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│ CLIENTS (Browser) │
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│ SPA-like JS front-end (js/intranet/) │
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└──────────────────────────────┬──────────────────────────────────────────┘
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│ HTTP (GET / POST)
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▼
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┌─────────────────────────────────────────────────────────────────────────┐
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│ Fuchs (ASP.NET Core MVC) │
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│ │
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│ Program.cs ─── ConfigureServices / ConfigureApp │
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│ │ │
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│ ├── Cookie Authentication (scheme: "fuchs_intranet") │
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│ ├── Distributed Memory Cache │
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│ └── DI Registrations: │
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│ • Fuchs_intranet (singleton — config + auth + DB helper) │
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│ • IFdsMfr → FdsMfr (singleton — ERP sync) │
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│ │
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│ Routes: │
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│ /{fn?}/{id?}/{code?} → IntranetController.Index (SPA shell) │
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│ /do/{fn?}/{id?}/{code?} → IntranetController.Do (API) │
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│ │
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│ ┌─────────────────────────────────────────────────────────────────┐ │
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│ │ IntranetController (partial class) │ │
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│ │ │ │
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│ │ .cs — core: Index, Do dispatcher, Auth, Login/Logout │ │
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│ │ .Invoices.cs — invoice CRUD, DATEV export, PDF │ │
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│ │ .Invoices2.cs— invoice sub-handlers (MFR refresh, get, list) │ │
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│ │ .Reminder.cs — payment reminder CRUD + PDF │ │
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│ │ .Requests.cs — service request management │ │
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│ │ .Banking.cs — MT940 upload, transaction queries │ │
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│ │ .Reports.cs — report catalog, execution │ │
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│ └──────────┬──────────────────────────────────────────────────────┘ │
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│ │ calls │
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│ ┌──────────▼──────────────────────────────────────────────────────┐ │
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│ │ code/ (Business Logic) │ │
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│ │ │ │
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│ │ FuchsIntranet.cs — Fuchs_intranet singleton (config, auth, │ │
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│ │ DB connections, debug logging) │ │
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│ │ FdsInvoiceData.cs — Invoice data model + PDF generation │ │
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│ │ FdsReminderData.cs — Reminder data model + PDF generation │ │
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│ │ FuchsPdf.cs — PDF layout/rendering (MigraDoc) │ │
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│ │ FuchsWidgets.cs — Dashboard widget data (SQL-driven) │ │
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│ │ FuchsReports.cs — Report dispatch │ │
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│ │ FuchsFdsEmail.cs — Email sending + DB logging │ │
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│ │ Banking.cs — MT940 parsing to DataTable │ │
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│ │ MigraDocExtensions — MigraDoc helper extensions │ │
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│ └─────────────────────────────────────────────────────────────────┘ │
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│ │
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│ Logging/FuchsLoggerProvider.cs — custom ILoggerProvider │
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└────────┬────────────────┬──────────────────┬───────────────────────┬────┘
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│ │ │ │
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▼ ▼ ▼ ▼
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┌──────────────┐ ┌──────────────┐ ┌────────────────┐ ┌──────────────────┐
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│ OCORE │ │ OCORE_web │ │ OCORE_web_pdf │ │ MT940Parser │
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│ │ │ │ │ │ │ │
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│ • SQL helper │ │ • MVC helper │ │ • MigraDoc/ │ │ • SWIFT MT940/ │
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│ (ADO.NET) │ │ (JSON,File)│ │ PDFsharp │ │ MT942 parser │
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│ • Email │ │ • Cookie Auth│ │ • HTML→PDF │ │ │
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│ • IO/Files │ │ • Middleware │ │ • Font resolver │ │ │
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│ • Crypto │ │ • Captcha │ │ │ │ │
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│ • Logging │ │ • Background │ │ │ │ │
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│ • CSV/XML │ │ services │ │ │ │ │
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│ • DateTime │ │ • Security │ │ │ │ │
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└──────────────┘ └──────────────┘ └────────────────┘ └──────────────────┘
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│ │
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▼ ▼
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┌─────────────────────────────────────────────────────────────────────────┐
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│ Fuchs_DataService (Windows Service / Console) │
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│ │
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│ FdsMain.cs — Topshelf host, job definitions │
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│ PeriodicHostedService — BackgroundService with PeriodicTimer │
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│ FdsMfr.cs (IFdsMfr) — MFR sync orchestration │
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│ FdsMfrClient.cs — MFR REST client wrapper │
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│ FdsShared.cs — FdsConfig (appsettings.json reader) │
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│ FdsZip.cs — 7-Zip archive handling (DATEV export) │
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│ FdsDebug.cs — Debug/file logging │
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│ │
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│ Jobs: MfrSync (every N min) │
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│ → UpdateIfNecessary_async (entity table sync) │
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│ → UpdateRequested_async (on-demand entity refresh) │
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│ → GetInvoiceFiles_async (invoice PDF download) │
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└────────────────────────┬────────────────────────────────────────────────┘
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│
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▼
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┌─────────────────────────────────────────────────────────────────────────┐
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│ MFR_RESTClient │
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│ │
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│ MFRClient.cs — RestSharp-based REST/OData client │
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│ MFRClientModels.cs — Config, credentials, entity types │
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│ ODataEnvelope.cs — OData response wrapper │
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│ Entities/MfrGeneric.cs— Generic entity helpers │
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└────────────────────────┬────────────────────────────────────────────────┘
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│
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▼
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┌─────────────────────┐
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│ MFR ERP System │
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│ (External REST) │
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└─────────────────────┘
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┌─────────────────────┐
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All projects ──────►│ SQL Server │
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│ (fuchs_fds DB) │
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│ Stored procedures │
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│ Symmetric key enc. │
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└─────────────────────┘
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```
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---
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## 3. Dependency Graph
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```
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Fuchs (Web)
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├── OCORE
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├── OCORE_web ──► OCORE
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├── OCORE_web_pdf
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├── MT940Parser
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├── MFR_RESTClient
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└── Fuchs_DataService
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├── OCORE
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├── OCORE_web
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└── MFR_RESTClient
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OCORE_Charting (standalone — referenced by solution but no direct project reference)
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```
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---
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## 4. Key Architectural Patterns
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### 4.1 Partial Controller Pattern
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`IntranetController` is split across **7 partial-class files**, each handling a business domain (invoices, reminders, banking, etc.). The main `Do()` action uses a `switch` expression to dispatch to domain-specific methods.
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### 4.2 Singleton Configuration Object
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`Fuchs_intranet` is a manually-managed singleton (via `FuchsOcmsIntranet`) initialized at startup with `IConfiguration`. It holds connection strings, app settings, auth helpers, and DB connection factory methods.
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### 4.3 Service Layer (Dependency Injection)
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Business logic lives in **DI-registered services** under `Fuchs/Services/` behind interfaces, injected into `IntranetController`:
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`IComService`, `IPdfService`, `IInvoiceService`, `IReminderService`, `IReportService`, `IWidgetService`, `IBankingService`, `IMfrClientFactory`.
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Stateless services (`IPdfService`, `IBankingService`, `IMfrClientFactory`) are singletons; DB/request-scoped services are scoped (see `Program.cs`).
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`FdsInvoiceData` / `FdsReminderData` are now **pure data holders** (parse + properties); loading, persistence and PDF generation live in the services (fully async — no `Task.Run(...).Wait()`).
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`FuchsPdf` / `FuchsVisualization` remain as static rendering libraries used *by* the services. The earlier static, controller-coupled helpers (`FuchsWidgets`, `FuchsReports`, `Banking`, `FuchsFdsEmail`) have been removed.
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### 4.4 SQL-First Data Access
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There is no ORM (no EF Core). All data access uses **ADO.NET via OCORE SQL helpers** (`getSQLDatatable_async`, `getSQLDataSet_async`, `setSQLValue_async`) calling stored procedures and inline SQL. `DataTable`/`DataRow` is the primary data transfer mechanism.
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### 4.5 Background Service
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`Fuchs_DataService` runs as a Windows Service (Topshelf) with a `PeriodicHostedService` that polls the MFR ERP system on a timer, syncing entities and downloading invoice files.
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### 4.6 Authentication
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Cookie-based authentication (`CookieAuthenticationDefaults`) with custom claims (`FuchsUserIdentity`). SQL-based user/password verification.
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---
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## 5. Service Layer (implemented)
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> **Status: DONE.** The services below are implemented and DI-registered in
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> `Program.cs`. The original extraction rationale is retained for reference /
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> history. `FuchsFdsEmail` → `IComService` (ProcessWeb Mailer API, inline
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> base64 attachments), `FuchsWidgets` → `IWidgetService`, `FuchsPdf` →
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> `IPdfService`, `Banking` → `IBankingService` (now MT940 **and** CAMT),
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> `FdsInvoiceData`/`FdsReminderData` → `IInvoiceService`/`IReminderService`
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> (data classes are now pure POCOs), `FuchsReports` → `IReportService`
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> (backed by the ported `FuchsVisualization` engine), `FdsMfrClient` →
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> `IMfrClientFactory`.
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---
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### 5.1 `FuchsFdsEmail` → `IEmailService`
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**Current state:** Static class using `System.Configuration.ConfigurationManager` (legacy!) and receiving `Fuchs_intranet` as a parameter.
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**Problem:** Uses `cfg.AppSettings["FDS_EmailSettings"]` — violates the project's own rule to not use `System.Configuration.ConfigurationManager`. Untestable. Static state (`_settings` cache).
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**Proposed service:**
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```csharp
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public interface IEmailService
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{
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Task<bool> SendEmailAsync(string reference, string subject, string html,
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string email, string name, Dictionary<string, byte[]>? attachments);
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}
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public class FuchsEmailService : IEmailService
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{
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private readonly EmailServerSettings _settings;
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private readonly Fuchs_intranet _intranet;
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// Inject IConfiguration, Fuchs_intranet, ILogger<FuchsEmailService>
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}
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```
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**Registration:** `builder.Services.AddSingleton<IEmailService, FuchsEmailService>();`
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**Files affected:** `Fuchs\code\FuchsFdsEmail.cs`, all callers in controller partials.
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---
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### 5.2 `FuchsPdf` → `IPdfService`
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**Current state:** Large static class with static helper methods, hardcoded license key, company-specific constants.
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**Problem:** Not injectable, not testable, mixes configuration (colors, company data) with PDF rendering logic.
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**Proposed service:**
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```csharp
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public interface IPdfService
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{
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Document CreateInvoicePdf(FdsInvoiceData invoice);
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Document CreateReminderPdf(FdsReminderData reminder);
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Task<PdfImageCollection> DocToImageCollectionAsync(Document doc);
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}
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public class FuchsPdfService : IPdfService
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{
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// Inject ILogger<FuchsPdfService>
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// Company data could come from IOptions<FuchsPdfOptions>
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}
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```
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**Registration:** `builder.Services.AddSingleton<IPdfService, FuchsPdfService>();`
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**Files affected:** `Fuchs\code\FuchsPdf.cs`, `FdsInvoiceData.cs`, `FdsReminderData.cs`, controller partials.
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---
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### 5.3 `FuchsWidgets` → `IWidgetService`
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**Current state:** Static class that receives the entire `IntranetController` as a parameter to access `_intranet`, `UserAccountID`, `DbSec`, etc.
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**Problem:** Tight coupling to controller — passes the whole controller instance. Cannot be unit tested independently.
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**Proposed service:**
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```csharp
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public interface IWidgetService
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{
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Task<object> GetUserWidgetsAsync(string userAccountId, DatabaseSecurity dbSec);
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Task<object> GetWidgetDataAsync(string widgetId, string userAccountId, DatabaseSecurity dbSec);
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Task<object> GetSingleWidgetAsync(string shortName, string userAccountId, DatabaseSecurity dbSec);
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}
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public class FuchsWidgetService : IWidgetService
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{
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private readonly Fuchs_intranet _intranet;
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// Inject Fuchs_intranet, ILogger<FuchsWidgetService>
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}
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```
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**Registration:** `builder.Services.AddScoped<IWidgetService, FuchsWidgetService>();`
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**Files affected:** `Fuchs\code\FuchsWidgets.cs`, `IntranetController.cs` (Do method).
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---
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### 5.4 `Banking` → `IBankingService`
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**Current state:** Static class with MT940 parsing logic.
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**Problem:** Minor — already fairly stateless, but takes `ILogger` as parameter instead of injection.
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**Proposed service:**
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```csharp
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public interface IBankingService
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{
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DataTable ParseMT940(Stream stream, DataTable? schema = null);
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}
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public class BankingService : IBankingService
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{
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private readonly ILogger<BankingService> _logger;
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// Inject ILogger
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}
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```
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**Registration:** `builder.Services.AddSingleton<IBankingService, BankingService>();`
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**Files affected:** `Fuchs\code\Banking.cs`, `IntranetController.Banking.cs`.
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---
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### 5.5 `FdsInvoiceData` / `FdsReminderData` → Factory Services
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**Current state:** Data model classes that directly call stored procedures and PDF generation in their constructors/methods. They receive `IntranetController` as a parameter for DB access.
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**Problem:** Business objects doing their own persistence (Active Record anti-pattern). Tightly coupled to controller.
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**Proposed services:**
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```csharp
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public interface IInvoiceService
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{
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Task<FdsInvoiceData> LoadInvoiceAsync(string id, string userAccountId);
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Task<string> RegisterInvoiceAsync(FdsInvoiceData invoice, bool change);
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Task<Document> GenerateInvoicePdfAsync(FdsInvoiceData invoice);
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}
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public interface IReminderService
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{
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Task<FdsReminderData> LoadReminderAsync(string id, string userAccountId);
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Task<string> RegisterReminderAsync(FdsReminderData reminder, bool change);
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Task<Document> GenerateReminderPdfAsync(FdsReminderData reminder);
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}
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```
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**Registration:** `builder.Services.AddScoped<IInvoiceService, InvoiceService>();`
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**Files affected:** `FdsInvoiceData.cs`, `FdsReminderData.cs`, all controller partials that create these objects.
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---
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### 5.6 `FuchsReports` → `IReportService`
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**Current state:** Static class with a single dispatch method, receives controller.
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**Proposed service:**
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```csharp
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public interface IReportService
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{
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Task<IActionResult> ProcessRequestAsync(string action, string id,
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string userAccountId, DatabaseSecurity dbSec);
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}
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```
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---
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### 5.7 `FdsMfrClient` → Injectable MFR Client
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**Current state:** Created with `new FdsMfrClient()` directly in controller code (e.g., `IntranetController.Invoices2.cs` line 26). Uses static `FdsConfig` for credentials.
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**Problem:** Cannot be mocked for testing. Credentials hardwired to static config.
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**Proposed service:**
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```csharp
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public interface IMfrClientFactory
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{
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FdsMfrClient Create();
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}
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public class MfrClientFactory : IMfrClientFactory, IDisposable
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{
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private readonly ILoggerFactory _loggerFactory;
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private readonly MFRClientCredentials _credentials;
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// Inject ILoggerFactory, IOptions<MfrSettings>
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}
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```
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**Registration:** `builder.Services.AddSingleton<IMfrClientFactory, MfrClientFactory>();`
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**Files affected:** `FdsMfrClient.cs`, `IntranetController.Invoices2.cs`, any code doing `new FdsMfrClient()`.
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---
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### 5.8 `Fuchs_intranet` — Decompose the God Object
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**Current state:** Single class handling configuration, DB connections, authentication, module auth queries, debug logging, and PDF licensing.
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**Recommended split:**
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| Responsibility | Proposed Service | Lifetime |
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| Configuration (conn strings, app settings) | `IOptions<FuchsSettings>` | Singleton |
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| DB connection factory | `IDbConnectionFactory` | Singleton |
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| User authentication | `IAuthenticationService` | Scoped |
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| Module authorization | `IAuthorizationService` (custom) | Scoped |
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| Debug/error logging | Use built-in `ILogger<T>` | — |
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---
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## 6. Priority Ranking
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| Priority | Candidate | Impact | Effort |
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|---|---|---|---|
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| 🔴 **1** | `FuchsFdsEmail` → `IEmailService` | Fixes `ConfigurationManager` violation, high testability gain | Low |
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| 🔴 **2** | `FuchsWidgets` → `IWidgetService` | Removes controller coupling | Low |
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| 🟡 **3** | `FdsMfrClient` → `IMfrClientFactory` | Removes `new` in controllers, enables mocking | Medium |
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| 🟡 **4** | `Banking` → `IBankingService` | Clean DI pattern, minor effort | Low |
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| 🟡 **5** | `FuchsPdf` → `IPdfService` | Large file, significant but high-value refactor | Medium |
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| 🟠 **6** | `FdsInvoiceData`/`FdsReminderData` → Services | Major architectural improvement, most effort | High |
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| 🟠 **7** | `Fuchs_intranet` decomposition | God-object split, foundational but risky | High |
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| 🟢 **8** | `FuchsReports` → `IReportService` | Minimal current logic, prep for future | Low |
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---
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## 7. Additional Observations
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1. ✅ **Resolved** — email/SMS moved off `ConfigurationManager` into `IComService` (ProcessWeb Mailer API).
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2. ✅ **Resolved** — `FdsInvoiceData`/`FdsReminderData` are now pure data holders; DB + PDF logic moved to `IInvoiceService`/`IReminderService`.
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3. ✅ **Resolved** — `FdsMfrClient` is created via `IMfrClientFactory` (no `new` in controllers).
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4. ✅ **Resolved** — `OCORE_Charting` is now used (transitively, via `OCORE_web`'s chart engine) by the report renderer (`FuchsVisualization`).
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5. ⏳ **Open** — **Topshelf** in `Fuchs_DataService` could be replaced with native `dotnet` Worker Service hosting for .NET 10 alignment.
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---
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## 8. Observability (OpenTelemetry)
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- Instrumentation is centralised in `Fuchs/Observability/FuchsTelemetry.cs`: one `ActivitySource` and one `Meter` (`Fuchs.Intranet`).
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- **Metrics** — counters (`fuchs.invoices.rendered`, `fuchs.reminders.rendered`, `fuchs.reports.rendered`, `fuchs.emails.sent`/`.failed`, `fuchs.sms.sent`, `fuchs.banking.mt940.rows`, `fuchs.mfr.calls`) and duration histograms (`fuchs.pdf.render.duration`, `fuchs.report.render.duration`, `fuchs.email.send.duration`).
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- **Tracing** — ASP.NET Core, HttpClient and SqlClient instrumentation plus the app `ActivitySource`; services start spans for their key operations.
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- Configured in `Program.cs`. Always collected in-process; **OTLP export is opt-in** via `Fuchs:Telemetry:OtlpEndpoint` (and can be disabled with `Fuchs:Telemetry:Enabled=false`), so a missing collector never affects the app.
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- All services + handlers log entry/result/timing/errors via `ILogger<T>` with structured placeholders.
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## 9. Bank Statement Parsing (MT940 + CAMT)
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- `BankingService` (`IBankingService`) accepts **both** MT940 (SWIFT text, via the external `MT940Parser`) and **CAMT** (ISO 20022 camt.052/053/054 XML, via the in-repo `CAMTParser`).
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- `ParseToDatatable` **auto-detects** the format from content (XML → CAMT, else MT940) and maps either into the `fds__tt__bankingtransactions` schema; the `bam/up` handler and the frontend upload accept both.
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- `CAMTParser` matches elements by **local name** (namespace-agnostic) so it works across every camt schema version. When the banking schema changes, keep the MT940 and CAMT column mappings in `BankingService` aligned.
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