feat: 고객 포털 세무 신고 및 상담 요약 실시간 대시보드 화면 고도화 및 어드민 UX 리사이징 보완

This commit is contained in:
2026-06-29 00:05:32 +09:00
parent 7e3b4e2229
commit 6a5740ec68
3 changed files with 324 additions and 71 deletions
+162 -25
View File
@@ -1,34 +1,171 @@
@page "/portal"
@model TaxBaik.Web.Pages.Portal.IndexModel
@{
ViewData["Title"] = "고객 포털";
ViewData["Description"] = "고객 신고 일정, 상담 요약, 중요 알림을 확인하는 전용 포털입니다.";
ViewData["CanonicalUrl"] = $"{Request.Scheme}://{Request.Host}/taxbaik/portal";
ViewData["Title"] = "마이 포털 - 세무사 백원숙";
ViewData["Description"] = "고객님의 세무 신고 일정 상담 이력을 실시간으로 확인하실 수 있는 마이페이지입니다.";
}
<section class="container py-5">
<div class="row g-4 align-items-start">
<div class="col-lg-7">
<p class="text-uppercase text-muted small mb-2">Portal</p>
<h1 class="display-6 fw-bold mb-3">고객 포털</h1>
<p class="lead text-muted mb-4">
신고 일정, 상담 요약, 승인된 알림을 확인할 수 있는 전용 공간입니다.
</p>
<div class="d-flex gap-2 flex-wrap">
<a class="btn btn-dark" href="/taxbaik/portal/login">로그인</a>
<a class="btn btn-outline-dark" href="/taxbaik/portal/register">회원가입</a>
<div class="bg-light py-5">
<div class="container">
<!-- 상단 헤더 & 환영 문구 -->
<div class="d-flex flex-wrap justify-content-between align-items-center mb-5 pb-4 border-bottom">
<div>
<p class="text-primary fw-bold mb-1">TaxBaik My Portal</p>
<h1 class="display-6 fw-bold text-dark">안녕하세요, @(User.Identity?.Name)님!</h1>
@if (Model.ClientInfo != null)
{
<p class="text-muted mb-0">
<i class="bi bi-building"></i> @(string.IsNullOrEmpty(Model.ClientInfo.CompanyName) ? "개인 고객" : Model.ClientInfo.CompanyName)
| <i class="bi bi-telephone"></i> @Model.ClientInfo.Phone
</p>
}
</div>
<div class="mt-3 mt-sm-0">
<form method="post" action="/taxbaik/portal/logout" class="d-inline">
@Html.AntiForgeryToken()
<button type="submit" class="btn btn-outline-danger btn-sm">
<i class="bi bi-box-arrow-right"></i> 로그아웃
</button>
</form>
</div>
</div>
<div class="col-lg-5">
<div class="p-4 bg-light border rounded-3">
<h2 class="h5 fw-bold mb-3">제공 예정 기능</h2>
<ul class="mb-0 text-muted">
<li>본인 신고 일정 확인</li>
<li>상담 요약 열람</li>
<li>중요 알림 수신</li>
<li>관리자 승인 범위 내 정보 제공</li>
</ul>
@if (Model.ClientInfo == null)
{
<!-- 연동 대기 경고 -->
<div class="card border-warning shadow-sm mb-5">
<div class="card-body p-5 text-center">
<div class="mb-4">
<span class="display-1 text-warning"><i class="bi bi-exclamation-triangle-fill"></i></span>
</div>
<h3 class="fw-bold text-dark mb-3">고객 정보 연동 대기 중</h3>
<p class="text-muted max-width-md mx-auto mb-4">
가입하신 계정 정보(이메일/연락처)와 일치하는 세무 대리 고객 레코드를 찾지 못했습니다.<br />
세무사 측에서 고객 등록을 완료하거나 관리자 백오피스에서 이메일/전화번호가 일치하도록 지정하면 자동으로 포털 데이터가 활성화됩니다.
</p>
<a href="/taxbaik/contact" class="btn btn-primary px-4 py-2">
<i class="bi bi-chat-dots"></i> 세무사에게 문의하기
</a>
</div>
</div>
</div>
}
else
{
<div class="row g-4">
<!-- 왼쪽: 세무 신고 현황 (Tax Filings) -->
<div class="col-lg-8">
<div class="card border-0 shadow-sm rounded-3 mb-4">
<div class="card-body p-4">
<div class="d-flex justify-content-between align-items-center mb-4">
<h3 class="h5 fw-bold text-dark mb-0">
<i class="bi bi-calendar-check text-primary me-2"></i> 나의 세무 신고 현황
</h3>
<span class="badge bg-secondary">총 @(Model.Filings.Count)건</span>
</div>
@if (!Model.Filings.Any())
{
<div class="text-center py-5 text-muted">
<i class="bi bi-folder-x display-4 d-block mb-3 text-secondary"></i>
등록된 세무 신고 일정이 없습니다.
</div>
}
else
{
<div class="table-responsive">
<table class="table table-hover align-middle">
<thead class="table-light">
<tr>
<th scope="col">신고 종류</th>
<th scope="col">신고 기한</th>
<th scope="col">진행 상태</th>
<th scope="col">메모</th>
</tr>
</thead>
<tbody>
@foreach (var filing in Model.Filings)
{
var dDay = (filing.DueDate - DateTime.Today).Days;
var statusClass = filing.Status switch
{
"filed" => "bg-success-subtle text-success",
"overdue" => "bg-danger-subtle text-danger",
_ => "bg-warning-subtle text-warning-emphasis"
};
var statusLabel = filing.Status switch
{
"filed" => "신고 완료",
"overdue" => "기한 초과",
_ => $"D-{dDay}"
};
<tr>
<td>
<span class="fw-bold text-dark">@filing.FilingType</span>
</td>
<td>
<span>@filing.DueDate.ToString("yyyy-MM-dd")</span>
</td>
<td>
<span class="badge @statusClass px-2.5 py-1.5 fs-7">@statusLabel</span>
</td>
<td class="text-muted small">
@(string.IsNullOrEmpty(filing.Memo) ? "-" : filing.Memo)
</td>
</tr>
}
</tbody>
</table>
</div>
}
</div>
</div>
</div>
<!-- 오른쪽: 상담 이력 요약 (Consulting Activities) -->
<div class="col-lg-4">
<div class="card border-0 shadow-sm rounded-3">
<div class="card-body p-4">
<h3 class="h5 fw-bold text-dark mb-4">
<i class="bi bi-chat-text text-primary me-2"></i> 최근 상담 및 지원 이력
</h3>
@if (!Model.Consultations.Any())
{
<div class="text-center py-5 text-muted">
<i class="bi bi-chat-square-dots display-4 d-block mb-3 text-secondary"></i>
최근 상담 이력이 없습니다.
</div>
}
else
{
<div class="timeline">
@foreach (var activity in Model.Consultations)
{
<div class="border-start border-2 border-primary-subtle ps-3 pb-4 position-relative">
<!-- 타임라인 아이콘 -->
<div class="position-absolute start-0 translate-middle-x bg-primary rounded-circle"
style="width: 10px; height: 10px; margin-left: -1px; top: 6px;"></div>
<div class="d-flex justify-content-between align-items-center mb-1">
<span class="badge bg-primary-subtle text-primary small">@activity.ActivityType</span>
<small class="text-muted">@activity.ActivityDate.ToString("yyyy-MM-dd")</small>
</div>
<p class="text-dark small mb-1 fw-semibold">@activity.Description</p>
@if (!string.IsNullOrEmpty(activity.Outcome))
{
<div class="bg-light p-2 rounded small text-muted mt-1">
<strong>결과:</strong> @activity.Outcome
</div>
}
</div>
}
</div>
}
</div>
</div>
</div>
</div>
}
</div>
</section>
</div>
+37 -1
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@@ -1,5 +1,9 @@
using System.Security.Claims;
using Microsoft.AspNetCore.Authorization;
using Microsoft.AspNetCore.Mvc;
using Microsoft.AspNetCore.Mvc.RazorPages;
using TaxBaik.Application.Services;
using TaxBaik.Domain.Entities;
using TaxBaik.Web.Services;
namespace TaxBaik.Web.Pages.Portal;
@@ -7,7 +11,39 @@ namespace TaxBaik.Web.Pages.Portal;
[Authorize(AuthenticationSchemes = PortalAuthDefaults.Scheme)]
public class IndexModel : PageModel
{
public void OnGet()
private readonly TaxFilingService _taxFilingService;
private readonly ConsultingActivityService _consultingActivityService;
private readonly ClientService _clientService;
public IndexModel(
TaxFilingService taxFilingService,
ConsultingActivityService consultingActivityService,
ClientService clientService)
{
_taxFilingService = taxFilingService;
_consultingActivityService = consultingActivityService;
_clientService = clientService;
}
public Client? ClientInfo { get; private set; }
public List<TaxFiling> Filings { get; private set; } = new();
public List<ConsultingActivity> Consultations { get; private set; } = new();
public async Task<IActionResult> OnGetAsync()
{
var clientIdClaim = User.FindFirst("client_id");
if (clientIdClaim != null && int.TryParse(clientIdClaim.Value, out var clientId))
{
ClientInfo = await _clientService.GetByIdAsync(clientId);
if (ClientInfo != null)
{
var filingsData = await _taxFilingService.GetByClientIdAsync(clientId);
Filings = filingsData.OrderBy(f => f.DueDate).ToList();
var consultationsData = await _consultingActivityService.GetByClientIdAsync(clientId);
Consultations = consultationsData.OrderByDescending(c => c.ActivityDate).ToList();
}
}
return Page();
}
}