feat: WBS-CRM-01 고객 카드 (Client Card) Phase 1 구현

DB:
- V006__CreateClients.sql: clients 테이블 (name, company_name, phone,
  email, service_type, tax_type, status, source, memo)

Domain:
- Client 엔티티
- IClientRepository (GetPagedAsync 이름/연락처/회사명 검색 + 상태 필터)

Infrastructure:
- ClientRepository: ILIKE 검색, 페이징, CRUD

Application:
- ClientService: ServiceTypes/TaxTypes/Sources 상수 정의
- CreateClientDto

Admin UI:
- ClientList.razor: 검색바 + 상태 필터 + 페이징 테이블
- ClientEdit.razor: 기본정보/세무정보/관리정보 섹션 폼
- MainLayout: 고객 관리 NavGroup 추가, 홈페이지 메뉴 그룹화

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-06-27 23:28:27 +09:00
parent 624156361a
commit 0e98e68532
11 changed files with 599 additions and 2 deletions
+30
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@@ -0,0 +1,30 @@
namespace TaxBaik.Application.DTOs;
public class ClientDto
{
public int Id { get; set; }
public string Name { get; set; } = null!;
public string? CompanyName { get; set; }
public string? Phone { get; set; }
public string? Email { get; set; }
public string? ServiceType { get; set; }
public string? TaxType { get; set; }
public string Status { get; set; } = "active";
public string? Source { get; set; }
public string? Memo { get; set; }
public DateTime CreatedAt { get; set; }
public DateTime UpdatedAt { get; set; }
}
public class CreateClientDto
{
public string Name { get; set; } = null!;
public string? CompanyName { get; set; }
public string? Phone { get; set; }
public string? Email { get; set; }
public string? ServiceType { get; set; }
public string? TaxType { get; set; }
public string Status { get; set; } = "active";
public string? Source { get; set; }
public string? Memo { get; set; }
}
@@ -15,6 +15,7 @@ public static class DependencyInjection
services.AddScoped<CategoryService>();
services.AddScoped<AnnouncementService>();
services.AddSingleton<SeasonalMarketingService>();
services.AddScoped<ClientService>();
return services;
}
}
@@ -0,0 +1,69 @@
namespace TaxBaik.Application.Services;
using TaxBaik.Application.DTOs;
using TaxBaik.Domain.Entities;
using TaxBaik.Domain.Interfaces;
public class ClientService(IClientRepository repository)
{
public static readonly string[] ServiceTypes =
["기장", "부동산", "증여·상속", "종합소득세", "법인세", "부가가치세", "기타"];
public static readonly string[] TaxTypes =
["개인사업자", "법인사업자", "면세사업자", "근로소득자", "기타"];
public static readonly string[] Sources =
["홈페이지 문의", "소개", "직접 방문", "카카오 채널", "블로그", "기타"];
public async Task<(IEnumerable<Client> Items, int Total)> GetPagedAsync(
int page, int pageSize, string? status = null, string? search = null, CancellationToken ct = default) =>
await repository.GetPagedAsync(Math.Max(1, page), Math.Clamp(pageSize, 1, 100), status, search, ct);
public async Task<Client?> GetByIdAsync(int id, CancellationToken ct = default) =>
await repository.GetByIdAsync(id, ct);
public async Task<int> CreateAsync(CreateClientDto dto, CancellationToken ct = default)
{
if (string.IsNullOrWhiteSpace(dto.Name))
throw new ValidationException("고객명을 입력하세요.");
var client = new Client
{
Name = dto.Name.Trim(),
CompanyName = dto.CompanyName?.Trim(),
Phone = dto.Phone?.Trim(),
Email = dto.Email?.Trim(),
ServiceType = dto.ServiceType,
TaxType = dto.TaxType,
Status = dto.Status,
Source = dto.Source,
Memo = dto.Memo?.Trim()
};
return await repository.CreateAsync(client, ct);
}
public async Task UpdateAsync(int id, CreateClientDto dto, CancellationToken ct = default)
{
if (string.IsNullOrWhiteSpace(dto.Name))
throw new ValidationException("고객명을 입력하세요.");
var client = await repository.GetByIdAsync(id, ct)
?? throw new KeyNotFoundException($"고객 ID {id}를 찾을 수 없습니다.");
client.Name = dto.Name.Trim();
client.CompanyName = dto.CompanyName?.Trim();
client.Phone = dto.Phone?.Trim();
client.Email = dto.Email?.Trim();
client.ServiceType = dto.ServiceType;
client.TaxType = dto.TaxType;
client.Status = dto.Status;
client.Source = dto.Source;
client.Memo = dto.Memo?.Trim();
await repository.UpdateAsync(client, ct);
}
public async Task DeleteAsync(int id, CancellationToken ct = default) =>
await repository.DeleteAsync(id, ct);
}
+17
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@@ -0,0 +1,17 @@
namespace TaxBaik.Domain.Entities;
public class Client
{
public int Id { get; set; }
public string Name { get; set; } = null!;
public string? CompanyName { get; set; }
public string? Phone { get; set; }
public string? Email { get; set; }
public string? ServiceType { get; set; }
public string? TaxType { get; set; }
public string Status { get; set; } = "active";
public string? Source { get; set; }
public string? Memo { get; set; }
public DateTime CreatedAt { get; set; }
public DateTime UpdatedAt { get; set; }
}
@@ -0,0 +1,14 @@
namespace TaxBaik.Domain.Interfaces;
using TaxBaik.Domain.Entities;
public interface IClientRepository
{
Task<(IEnumerable<Client> Items, int Total)> GetPagedAsync(
int page, int pageSize, string? status = null, string? search = null,
CancellationToken ct = default);
Task<Client?> GetByIdAsync(int id, CancellationToken ct = default);
Task<int> CreateAsync(Client client, CancellationToken ct = default);
Task UpdateAsync(Client client, CancellationToken ct = default);
Task DeleteAsync(int id, CancellationToken ct = default);
}
@@ -16,6 +16,7 @@ public static class DependencyInjection
services.AddScoped<IInquiryRepository, InquiryRepository>();
services.AddScoped<ISiteSettingRepository, SiteSettingRepository>();
services.AddScoped<IAnnouncementRepository, AnnouncementRepository>();
services.AddScoped<IClientRepository, ClientRepository>();
return services;
}
@@ -0,0 +1,70 @@
namespace TaxBaik.Infrastructure.Repositories;
using Dapper;
using TaxBaik.Domain.Entities;
using TaxBaik.Domain.Interfaces;
public class ClientRepository(IDbConnectionFactory connectionFactory) : BaseRepository(connectionFactory), IClientRepository
{
private const string SelectColumns =
"id, name, company_name, phone, email, service_type, tax_type, status, source, memo, created_at, updated_at";
public async Task<(IEnumerable<Client> Items, int Total)> GetPagedAsync(
int page, int pageSize, string? status = null, string? search = null, CancellationToken ct = default)
{
using var conn = Conn();
var offset = (page - 1) * pageSize;
using var reader = await conn.QueryMultipleAsync(
$@"SELECT {SelectColumns} FROM clients
WHERE (@Status::text IS NULL OR status = @Status)
AND (@Search::text IS NULL OR name ILIKE @SearchLike OR phone ILIKE @SearchLike OR company_name ILIKE @SearchLike)
ORDER BY created_at DESC
LIMIT @PageSize OFFSET @Offset;
SELECT COUNT(*) FROM clients
WHERE (@Status::text IS NULL OR status = @Status)
AND (@Search::text IS NULL OR name ILIKE @SearchLike OR phone ILIKE @SearchLike OR company_name ILIKE @SearchLike);",
new { Status = status, Search = search, SearchLike = string.IsNullOrEmpty(search) ? null : $"%{search}%", PageSize = pageSize, Offset = offset });
var items = (await reader.ReadAsync<Client>()).ToList();
var total = await reader.ReadFirstAsync<int>();
return (items, total);
}
public async Task<Client?> GetByIdAsync(int id, CancellationToken ct = default)
{
using var conn = Conn();
return await conn.QueryFirstOrDefaultAsync<Client>(
$"SELECT {SelectColumns} FROM clients WHERE id = @Id",
new { Id = id });
}
public async Task<int> CreateAsync(Client client, CancellationToken ct = default)
{
using var conn = Conn();
return await conn.QueryFirstAsync<int>(
@"INSERT INTO clients (name, company_name, phone, email, service_type, tax_type, status, source, memo, created_at, updated_at)
VALUES (@Name, @CompanyName, @Phone, @Email, @ServiceType, @TaxType, @Status, @Source, @Memo, NOW(), NOW())
RETURNING id",
client);
}
public async Task UpdateAsync(Client client, CancellationToken ct = default)
{
using var conn = Conn();
await conn.ExecuteAsync(
@"UPDATE clients
SET name = @Name, company_name = @CompanyName, phone = @Phone, email = @Email,
service_type = @ServiceType, tax_type = @TaxType, status = @Status,
source = @Source, memo = @Memo, updated_at = NOW()
WHERE id = @Id",
client);
}
public async Task DeleteAsync(int id, CancellationToken ct = default)
{
using var conn = Conn();
await conn.ExecuteAsync("DELETE FROM clients WHERE id = @Id", new { Id = id });
}
}
@@ -42,8 +42,13 @@
</div>
<MudNavMenu Class="admin-nav">
<MudNavLink Href="/taxbaik/admin/dashboard" Match="NavLinkMatch.All" Icon="@Icons.Material.Filled.Dashboard">대시보드</MudNavLink>
<MudNavLink Href="/taxbaik/admin/announcements" Icon="@Icons.Material.Filled.Campaign">공지사항</MudNavLink>
<MudNavLink Href="/taxbaik/admin/blog" Icon="@Icons.Material.Filled.Article">블로그 관리</MudNavLink>
<MudNavGroup Title="고객 관리" Icon="@Icons.Material.Filled.PeopleAlt" Expanded="true">
<MudNavLink Href="/taxbaik/admin/clients" Icon="@Icons.Material.Filled.ContactPage">고객 카드</MudNavLink>
</MudNavGroup>
<MudNavGroup Title="홈페이지" Icon="@Icons.Material.Filled.Home" Expanded="false">
<MudNavLink Href="/taxbaik/admin/announcements" Icon="@Icons.Material.Filled.Campaign">공지사항</MudNavLink>
<MudNavLink Href="/taxbaik/admin/blog" Icon="@Icons.Material.Filled.Article">블로그 관리</MudNavLink>
</MudNavGroup>
<MudNavLink Href="/taxbaik/admin/inquiries" Icon="@Icons.Material.Filled.Forum">문의 관리</MudNavLink>
<MudNavLink Href="/taxbaik/admin/settings" Icon="@Icons.Material.Filled.Tune">설정</MudNavLink>
</MudNavMenu>
@@ -0,0 +1,179 @@
@page "/admin/clients/create"
@page "/admin/clients/{Id:int}/edit"
@attribute [Authorize]
@using TaxBaik.Application.DTOs
@using TaxBaik.Application.Services
@using TaxBaik.Domain.Entities
@inject ClientService ClientService
@inject NavigationManager Navigation
@inject ISnackbar Snackbar
<PageTitle>@(Id.HasValue ? "고객 수정" : "고객 등록")</PageTitle>
<section class="admin-page-hero">
<div>
<MudText Typo="Typo.caption" Class="admin-eyebrow">CRM</MudText>
<MudText Typo="Typo.h4" Class="admin-page-title">@(Id.HasValue ? "고객 수정" : "고객 등록")</MudText>
</div>
<MudButton Variant="Variant.Outlined" Href="/taxbaik/admin/clients"
StartIcon="@Icons.Material.Filled.ArrowBack">목록으로</MudButton>
</section>
<MudPaper Class="admin-surface" Elevation="0" Style="max-width:720px;">
@if (isLoading)
{
<MudProgressLinear Indeterminate="true" />
}
else
{
<MudForm @ref="form" @bind-IsValid="isValid">
<MudGrid Spacing="3">
@* 기본 정보 *@
<MudItem xs="12">
<MudText Typo="Typo.subtitle1" Class="fw-bold mb-1">기본 정보</MudText>
<MudDivider />
</MudItem>
<MudItem xs="12" md="6">
<MudTextField @bind-Value="dto.Name" Label="고객명 *" Required="true"
RequiredError="고객명을 입력하세요." />
</MudItem>
<MudItem xs="12" md="6">
<MudTextField @bind-Value="dto.CompanyName" Label="회사명 (선택)" />
</MudItem>
<MudItem xs="12" md="6">
<MudTextField @bind-Value="dto.Phone" Label="연락처"
Placeholder="010-0000-0000" />
</MudItem>
<MudItem xs="12" md="6">
<MudTextField @bind-Value="dto.Email" Label="이메일" InputType="InputType.Email" />
</MudItem>
@* 세무 정보 *@
<MudItem xs="12" Class="mt-2">
<MudText Typo="Typo.subtitle1" Class="fw-bold mb-1">세무 정보</MudText>
<MudDivider />
</MudItem>
<MudItem xs="12" md="6">
<MudSelect @bind-Value="dto.ServiceType" Label="서비스 유형" T="string" Clearable="true">
@foreach (var t in ClientService.ServiceTypes)
{
<MudSelectItem Value="@t">@t</MudSelectItem>
}
</MudSelect>
</MudItem>
<MudItem xs="12" md="6">
<MudSelect @bind-Value="dto.TaxType" Label="세금 유형" T="string" Clearable="true">
@foreach (var t in ClientService.TaxTypes)
{
<MudSelectItem Value="@t">@t</MudSelectItem>
}
</MudSelect>
</MudItem>
@* 관리 정보 *@
<MudItem xs="12" Class="mt-2">
<MudText Typo="Typo.subtitle1" Class="fw-bold mb-1">관리 정보</MudText>
<MudDivider />
</MudItem>
<MudItem xs="12" md="6">
<MudSelect @bind-Value="dto.Status" Label="상태 *" T="string" Required="true">
<MudSelectItem Value="@("active")">활성</MudSelectItem>
<MudSelectItem Value="@("inactive")">비활성</MudSelectItem>
</MudSelect>
</MudItem>
<MudItem xs="12" md="6">
<MudSelect @bind-Value="dto.Source" Label="유입 경로" T="string" Clearable="true">
@foreach (var s in ClientService.Sources)
{
<MudSelectItem Value="@s">@s</MudSelectItem>
}
</MudSelect>
</MudItem>
<MudItem xs="12">
<MudTextField @bind-Value="dto.Memo" Label="메모"
Lines="4" AutoGrow="true"
Placeholder="상담 배경, 특이사항, 중요 날짜 등 자유롭게 기록하세요" />
</MudItem>
@* 저장 버튼 *@
<MudItem xs="12" Class="d-flex gap-2 mt-2">
<MudButton Variant="Variant.Filled" Color="Color.Primary"
StartIcon="@Icons.Material.Filled.Save"
OnClick="@SaveAsync" Disabled="@isSaving">
@(isSaving ? "저장 중..." : "저장")
</MudButton>
<MudButton Variant="Variant.Outlined" Href="/taxbaik/admin/clients">
취소
</MudButton>
</MudItem>
</MudGrid>
</MudForm>
}
</MudPaper>
@code {
[Parameter] public int? Id { get; set; }
private MudForm form = null!;
private CreateClientDto dto = new() { Status = "active" };
private bool isValid;
private bool isLoading = true;
private bool isSaving;
protected override async Task OnInitializedAsync()
{
if (Id.HasValue)
{
var client = await ClientService.GetByIdAsync(Id.Value);
if (client is null)
{
Snackbar.Add("고객을 찾을 수 없습니다.", Severity.Error);
Navigation.NavigateTo("/taxbaik/admin/clients");
return;
}
dto = new CreateClientDto
{
Name = client.Name,
CompanyName = client.CompanyName,
Phone = client.Phone,
Email = client.Email,
ServiceType = client.ServiceType,
TaxType = client.TaxType,
Status = client.Status,
Source = client.Source,
Memo = client.Memo
};
}
isLoading = false;
}
private async Task SaveAsync()
{
await form.Validate();
if (!isValid) return;
isSaving = true;
try
{
if (Id.HasValue)
{
await ClientService.UpdateAsync(Id.Value, dto);
Snackbar.Add("고객 정보가 수정되었습니다.", Severity.Success);
}
else
{
var newId = await ClientService.CreateAsync(dto);
Snackbar.Add("고객이 등록되었습니다.", Severity.Success);
}
Navigation.NavigateTo("/taxbaik/admin/clients");
}
catch (Exception ex)
{
Snackbar.Add($"저장 실패: {ex.Message}", Severity.Error);
}
finally
{
isSaving = false;
}
}
}
@@ -0,0 +1,192 @@
@page "/admin/clients"
@attribute [Authorize]
@using TaxBaik.Application.Services
@using TaxBaik.Domain.Entities
@inject ClientService ClientService
@inject NavigationManager Navigation
@inject IDialogService DialogService
@inject ISnackbar Snackbar
<PageTitle>고객 관리</PageTitle>
<section class="admin-page-hero">
<div>
<MudText Typo="Typo.caption" Class="admin-eyebrow">CRM</MudText>
<MudText Typo="Typo.h4" Class="admin-page-title">고객 관리</MudText>
<MudText Typo="Typo.body2" Class="admin-page-subtitle">고객 카드를 등록하고 상담 이력을 관리합니다.</MudText>
</div>
<MudButton Variant="Variant.Filled" Color="Color.Primary"
StartIcon="@Icons.Material.Filled.PersonAdd"
Href="/taxbaik/admin/clients/create">
고객 등록
</MudButton>
</section>
@* 검색/필터 바 *@
<MudPaper Class="admin-surface mb-3 pa-3" Elevation="0">
<MudGrid>
<MudItem xs="12" md="5">
<MudTextField @bind-Value="searchText" Label="검색 (이름·연락처·회사명)"
Adornment="Adornment.End" AdornmentIcon="@Icons.Material.Filled.Search"
Immediate="false" OnKeyUp="@OnSearchKeyUp" />
</MudItem>
<MudItem xs="12" md="3">
<MudSelect @bind-Value="statusFilter" Label="상태" T="string">
<MudSelectItem Value="@("")">전체</MudSelectItem>
<MudSelectItem Value="@("active")">활성</MudSelectItem>
<MudSelectItem Value="@("inactive")">비활성</MudSelectItem>
</MudSelect>
</MudItem>
<MudItem xs="12" md="2" Class="d-flex align-center">
<MudButton Variant="Variant.Outlined" OnClick="@SearchAsync" FullWidth="true">검색</MudButton>
</MudItem>
<MudItem xs="12" md="2" Class="d-flex align-center">
<MudButton Variant="Variant.Text" OnClick="@ResetAsync" FullWidth="true">초기화</MudButton>
</MudItem>
</MudGrid>
</MudPaper>
<MudPaper Class="admin-surface" Elevation="0">
@if (clients is null)
{
<MudProgressLinear Indeterminate="true" />
}
else if (!clients.Any())
{
<div class="pa-6 text-center">
<MudIcon Icon="@Icons.Material.Filled.PeopleAlt" Style="font-size:3rem; opacity:.3;" />
<MudText Class="mt-2 text-muted">등록된 고객이 없습니다.</MudText>
</div>
}
else
{
<MudSimpleTable Striped="true" Dense="true" Class="admin-table">
<thead>
<tr>
<th>이름</th>
<th>회사명</th>
<th>연락처</th>
<th>서비스</th>
<th>세금 유형</th>
<th>상태</th>
<th>유입 경로</th>
<th>등록일</th>
<th></th>
</tr>
</thead>
<tbody>
@foreach (var c in clients)
{
<tr>
<td><strong>@c.Name</strong></td>
<td>@(c.CompanyName ?? "—")</td>
<td>@(c.Phone ?? "—")</td>
<td>
@if (!string.IsNullOrEmpty(c.ServiceType))
{
<MudChip Size="Size.Small" Color="Color.Primary">@c.ServiceType</MudChip>
}
</td>
<td>@(c.TaxType ?? "—")</td>
<td>
@if (c.Status == "active")
{
<MudChip Size="Size.Small" Color="Color.Success">활성</MudChip>
}
else
{
<MudChip Size="Size.Small" Color="Color.Default">비활성</MudChip>
}
</td>
<td>@(c.Source ?? "—")</td>
<td class="small">@c.CreatedAt.ToLocalTime().ToString("yy.MM.dd")</td>
<td>
<MudButtonGroup Size="Size.Small" Variant="Variant.Outlined">
<MudButton @onclick="@(() => Navigation.NavigateTo($"/taxbaik/admin/clients/{c.Id}/edit"))">
수정
</MudButton>
<MudButton Color="Color.Error" @onclick="@(() => DeleteAsync(c))">
삭제
</MudButton>
</MudButtonGroup>
</td>
</tr>
}
</tbody>
</MudSimpleTable>
@* 페이징 *@
@if (totalPages > 1)
{
<div class="d-flex justify-center pa-3">
<MudPagination BoundaryCount="1" MiddleCount="3"
Count="@totalPages" Selected="@currentPage"
SelectedChanged="@OnPageChanged" />
</div>
}
<MudText Typo="Typo.caption" Class="pa-2 text-muted">총 @(totalCount)명</MudText>
}
</MudPaper>
@code {
private List<Client>? clients;
private string searchText = "";
private string statusFilter = "";
private int currentPage = 1;
private int totalCount;
private int totalPages;
private const int PageSize = 20;
protected override async Task OnInitializedAsync() => await LoadAsync();
private async Task LoadAsync()
{
var (items, total) = await ClientService.GetPagedAsync(
currentPage, PageSize,
string.IsNullOrEmpty(statusFilter) ? null : statusFilter,
string.IsNullOrEmpty(searchText) ? null : searchText);
clients = items.ToList();
totalCount = total;
totalPages = (int)Math.Ceiling((double)total / PageSize);
}
private async Task SearchAsync()
{
currentPage = 1;
await LoadAsync();
}
private async Task ResetAsync()
{
searchText = "";
statusFilter = "";
currentPage = 1;
await LoadAsync();
}
private async Task OnPageChanged(int page)
{
currentPage = page;
await LoadAsync();
}
private async Task OnSearchKeyUp(KeyboardEventArgs e)
{
if (e.Key == "Enter") await SearchAsync();
}
private async Task DeleteAsync(Client client)
{
var confirmed = await DialogService.ShowMessageBox(
"고객 삭제",
$"'{client.Name}' 고객을 삭제하시겠습니까? 관련 데이터도 함께 삭제됩니다.",
yesText: "삭제", cancelText: "취소");
if (confirmed != true) return;
await ClientService.DeleteAsync(client.Id);
Snackbar.Add($"{client.Name} 고객이 삭제되었습니다.", Severity.Success);
await LoadAsync();
}
}
+19
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@@ -0,0 +1,19 @@
-- 고객 카드 (Client CRM)
CREATE TABLE IF NOT EXISTS clients (
id SERIAL PRIMARY KEY,
name VARCHAR(100) NOT NULL,
company_name VARCHAR(200),
phone VARCHAR(30),
email VARCHAR(200),
service_type VARCHAR(50), -- 기장, 부동산, 증여·상속, 종합소득세, 기타
tax_type VARCHAR(30), -- 개인, 법인, 면세사업자
status VARCHAR(20) NOT NULL DEFAULT 'active', -- active, inactive
source VARCHAR(50), -- 홈페이지문의, 소개, 직접방문, 기타
memo TEXT,
created_at TIMESTAMPTZ NOT NULL DEFAULT NOW(),
updated_at TIMESTAMPTZ NOT NULL DEFAULT NOW()
);
CREATE INDEX IF NOT EXISTS idx_clients_status ON clients (status);
CREATE INDEX IF NOT EXISTS idx_clients_name ON clients (name);
CREATE INDEX IF NOT EXISTS idx_clients_phone ON clients (phone);