feat: implement CRM and tax accounting specialized services and repositories
TaxBaik CI/CD / build-and-deploy (push) Successful in 49s
TaxBaik CI/CD / build-and-deploy (push) Successful in 49s
Phase 2: Repository Implementation (Dapper) - TaxProfileRepository: tax profile CRUD + risk level analysis + filing due dates - TaxFilingScheduleRepository: schedule tracking + upcoming due dates + completion marking - ConsultingActivityRepository: CRM activity history + pending followups + consultant tracking - ContractRepository: contract lifecycle + active contracts + expiring alerts + MRR calculation - RevenueTrackingRepository: invoice tracking + payment status + revenue analysis Phase 3: Service Layer (Business Logic) - TaxProfileService: profile creation, risk assessment, upcoming filing detection - TaxFilingScheduleService: schedule management, deadline tracking, completion workflow - ConsultingActivityService: activity logging, followup management, consultant productivity - ContractService: contract management, MRR calculation, expiring contract alerts - RevenueTrackingService: invoice creation, payment tracking, revenue analytics Phase 4: API Controller (REST Endpoints) - TaxProfileController: CRUD operations + high-risk filtering + upcoming filings query Architecture Highlights: - SOLID principles: each layer has clear responsibility - Dapper-based repositories for data access - Comprehensive service layer for business logic - RESTful API design with proper error handling - Ready for Blazor UI implementation and deployment Database Migration V015 executed: - 5 new specialized tables for CRM and tax accounting - Appropriate indexes for query performance - Foreign key constraints for data integrity
This commit is contained in:
@@ -20,6 +20,11 @@ public static class DependencyInjection
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services.AddScoped<ConsultationService>();
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services.AddScoped<TaxFilingService>();
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services.AddScoped<CompanyService>();
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services.AddScoped<TaxProfileService>();
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services.AddScoped<TaxFilingScheduleService>();
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services.AddScoped<ConsultingActivityService>();
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services.AddScoped<ContractService>();
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services.AddScoped<RevenueTrackingService>();
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return services;
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}
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}
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@@ -0,0 +1,47 @@
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namespace TaxBaik.Application.Services;
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using TaxBaik.Domain.Entities;
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using TaxBaik.Domain.Interfaces;
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public class ConsultingActivityService(IConsultingActivityRepository repository)
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{
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public async Task<int> CreateAsync(int clientId, string activityType, DateTime activityDate,
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string description, int? consultantId = null, DateTime? nextFollowupDate = null, CancellationToken ct = default)
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{
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if (clientId <= 0)
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throw new ValidationException("유효한 고객을 선택하세요.");
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if (string.IsNullOrWhiteSpace(activityType))
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throw new ValidationException("활동 유형을 입력하세요.");
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if (string.IsNullOrWhiteSpace(description))
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throw new ValidationException("활동 내용을 입력하세요.");
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var activity = new ConsultingActivity
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{
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ClientId = clientId,
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ActivityType = activityType.Trim(),
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ActivityDate = activityDate,
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Description = description.Trim(),
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AssignedConsultantId = consultantId,
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NextFollowupDate = nextFollowupDate,
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CreatedAt = DateTime.UtcNow,
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UpdatedAt = DateTime.UtcNow
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};
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return await repository.CreateAsync(activity, ct);
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}
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public async Task<IEnumerable<ConsultingActivity>> GetByClientIdAsync(int clientId, CancellationToken ct = default) =>
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await repository.GetByClientIdAsync(clientId, ct);
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public async Task<IEnumerable<ConsultingActivity>> GetPendingFollowupsAsync(CancellationToken ct = default) =>
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await repository.GetPendingFollowupsAsync(ct);
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public async Task<IEnumerable<ConsultingActivity>> GetConsultantActivityAsync(int consultantId, DateTime fromDate, CancellationToken ct = default) =>
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await repository.GetByConsultantAsync(consultantId, fromDate, ct);
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public async Task UpdateAsync(int id, string? outcome, DateTime? nextFollowupDate, CancellationToken ct = default)
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{
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var activity = new ConsultingActivity { Id = id, Outcome = outcome, NextFollowupDate = nextFollowupDate, UpdatedAt = DateTime.UtcNow };
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await repository.UpdateAsync(activity, ct);
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}
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}
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@@ -0,0 +1,50 @@
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namespace TaxBaik.Application.Services;
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using TaxBaik.Domain.Entities;
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using TaxBaik.Domain.Interfaces;
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public class ContractService(IContractRepository repository)
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{
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public async Task<int> CreateAsync(int clientId, string contractNumber, string serviceType,
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DateTime startDate, decimal? monthlyFee = null, decimal? totalAmount = null, CancellationToken ct = default)
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{
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if (clientId <= 0)
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throw new ValidationException("유효한 고객을 선택하세요.");
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if (string.IsNullOrWhiteSpace(contractNumber))
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throw new ValidationException("계약 번호를 입력하세요.");
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if (string.IsNullOrWhiteSpace(serviceType))
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throw new ValidationException("서비스 유형을 입력하세요.");
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var contract = new Contract
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{
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ClientId = clientId,
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ContractNumber = contractNumber.Trim(),
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ServiceType = serviceType.Trim(),
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ContractDate = DateTime.Today,
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StartDate = startDate,
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MonthlyFee = monthlyFee,
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TotalAmount = totalAmount,
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Status = "active",
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PaymentStatus = "pending",
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CreatedAt = DateTime.UtcNow,
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UpdatedAt = DateTime.UtcNow
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};
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return await repository.CreateAsync(contract, ct);
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}
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public async Task<Contract?> GetByIdAsync(int id, CancellationToken ct = default) =>
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await repository.GetByIdAsync(id, ct);
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public async Task<IEnumerable<Contract>> GetByClientIdAsync(int clientId, CancellationToken ct = default) =>
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await repository.GetByClientIdAsync(clientId, ct);
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public async Task<IEnumerable<Contract>> GetActiveContractsAsync(CancellationToken ct = default) =>
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await repository.GetActiveContractsAsync(ct);
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public async Task<IEnumerable<Contract>> GetExpiringContractsAsync(int daysAhead = 30, CancellationToken ct = default) =>
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await repository.GetExpiringContractsAsync(daysAhead, ct);
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public async Task<decimal> GetMonthlyRecurringRevenueAsync(CancellationToken ct = default) =>
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await repository.GetMonthlyRecurringRevenueAsync(ct);
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}
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@@ -0,0 +1,52 @@
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namespace TaxBaik.Application.Services;
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using TaxBaik.Domain.Entities;
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using TaxBaik.Domain.Interfaces;
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public class RevenueTrackingService(IRevenueTrackingRepository repository)
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{
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public async Task<int> CreateAsync(int clientId, string invoiceNumber, DateTime invoiceDate,
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decimal amount, string? serviceType = null, DateTime? dueDate = null, CancellationToken ct = default)
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{
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if (clientId <= 0)
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throw new ValidationException("유효한 고객을 선택하세요.");
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if (string.IsNullOrWhiteSpace(invoiceNumber))
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throw new ValidationException("인보이스 번호를 입력하세요.");
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if (amount <= 0)
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throw new ValidationException("금액은 0보다 커야 합니다.");
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var revenue = new RevenueTracking
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{
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ClientId = clientId,
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InvoiceNumber = invoiceNumber.Trim(),
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InvoiceDate = invoiceDate,
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Amount = amount,
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ServiceType = string.IsNullOrWhiteSpace(serviceType) ? null : serviceType.Trim(),
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DueDate = dueDate,
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PaymentStatus = "pending",
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CreatedAt = DateTime.UtcNow,
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UpdatedAt = DateTime.UtcNow
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};
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return await repository.CreateAsync(revenue, ct);
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}
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public async Task<IEnumerable<RevenueTracking>> GetByClientIdAsync(int clientId, CancellationToken ct = default) =>
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await repository.GetByClientIdAsync(clientId, ct);
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public async Task<IEnumerable<RevenueTracking>> GetPendingPaymentsAsync(CancellationToken ct = default) =>
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await repository.GetPendingPaymentsAsync(ct);
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public async Task<IEnumerable<RevenueTracking>> GetMonthlyRevenueAsync(DateTime month, CancellationToken ct = default)
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{
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var startDate = new DateTime(month.Year, month.Month, 1);
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var endDate = startDate.AddMonths(1).AddDays(-1);
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return await repository.GetByDateRangeAsync(startDate, endDate, ct);
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}
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public async Task MarkPaidAsync(int id, DateTime paymentDate, CancellationToken ct = default) =>
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await repository.MarkPaidAsync(id, paymentDate, ct);
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public async Task<decimal> GetTotalRevenueAsync(DateTime startDate, DateTime endDate, CancellationToken ct = default) =>
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await repository.GetTotalRevenueAsync(startDate, endDate, ct);
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}
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@@ -0,0 +1,50 @@
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namespace TaxBaik.Application.Services;
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using TaxBaik.Domain.Entities;
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using TaxBaik.Domain.Interfaces;
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public class TaxFilingScheduleService(ITaxFilingScheduleRepository repository)
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{
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public async Task<int> CreateAsync(int clientId, string filingType, DateTime dueDate, int filingYear,
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int? assignedToId = null, CancellationToken ct = default)
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{
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if (clientId <= 0)
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throw new ValidationException("유효한 고객을 선택하세요.");
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if (string.IsNullOrWhiteSpace(filingType))
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throw new ValidationException("신고 유형을 입력하세요.");
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if (dueDate < DateTime.Today)
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throw new ValidationException("마감일은 오늘 이후여야 합니다.");
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var schedule = new TaxFilingSchedule
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{
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ClientId = clientId,
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FilingType = filingType.Trim(),
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DueDate = dueDate,
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FilingYear = filingYear,
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Status = "pending",
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AssignedToId = assignedToId,
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CreatedAt = DateTime.UtcNow,
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UpdatedAt = DateTime.UtcNow
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};
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return await repository.CreateAsync(schedule, ct);
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}
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public async Task<TaxFilingSchedule?> GetByIdAsync(int id, CancellationToken ct = default) =>
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await repository.GetByIdAsync(id, ct);
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public async Task<IEnumerable<TaxFilingSchedule>> GetByClientIdAsync(int clientId, CancellationToken ct = default) =>
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await repository.GetByClientIdAsync(clientId, ct);
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public async Task<IEnumerable<TaxFilingSchedule>> GetUpcomingDuesAsync(int daysAhead = 30, CancellationToken ct = default) =>
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await repository.GetUpcomingDuesAsync(daysAhead, ct);
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public async Task MarkCompletedAsync(int id, CancellationToken ct = default) =>
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await repository.MarkCompletedAsync(id, ct);
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public async Task<int> GetPendingCountAsync(CancellationToken ct = default)
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{
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var pending = await repository.GetByStatusAsync("pending", ct);
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return pending.Count();
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}
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}
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@@ -0,0 +1,58 @@
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namespace TaxBaik.Application.Services;
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using TaxBaik.Domain.Entities;
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using TaxBaik.Domain.Interfaces;
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public class TaxProfileService(ITaxProfileRepository repository)
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{
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public async Task<int> CreateAsync(int clientId, string? businessType, string? businessRegistration = null,
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string? accountingMethod = null, DateTime? establishmentDate = null, CancellationToken ct = default)
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{
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if (clientId <= 0)
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throw new ValidationException("유효한 고객을 선택하세요.");
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if (string.IsNullOrWhiteSpace(businessType))
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throw new ValidationException("사업 유형을 입력하세요.");
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var profile = new TaxProfile
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{
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ClientId = clientId,
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BusinessType = businessType.Trim(),
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BusinessRegistration = string.IsNullOrWhiteSpace(businessRegistration) ? null : businessRegistration.Trim(),
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EstablishmentDate = establishmentDate,
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AccountingMethod = string.IsNullOrWhiteSpace(accountingMethod) ? null : accountingMethod.Trim(),
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TaxRiskLevel = "normal",
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CreatedAt = DateTime.UtcNow,
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UpdatedAt = DateTime.UtcNow
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};
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return await repository.CreateAsync(profile, ct);
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}
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public async Task<TaxProfile?> GetByClientIdAsync(int clientId, CancellationToken ct = default) =>
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await repository.GetByClientIdAsync(clientId, ct);
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public async Task UpdateAsync(int profileId, string? businessType, string? accountingMethod,
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DateTime? nextFilingDueDate, string taxRiskLevel = "normal", CancellationToken ct = default)
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{
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var profile = new TaxProfile { Id = profileId };
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if (!string.IsNullOrWhiteSpace(businessType))
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profile.BusinessType = businessType.Trim();
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if (!string.IsNullOrWhiteSpace(accountingMethod))
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profile.AccountingMethod = accountingMethod.Trim();
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profile.NextFilingDueDate = nextFilingDueDate;
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profile.TaxRiskLevel = taxRiskLevel;
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profile.UpdatedAt = DateTime.UtcNow;
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await repository.UpdateAsync(profile, ct);
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}
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public async Task<IEnumerable<TaxProfile>> GetHighRiskProfilesAsync(CancellationToken ct = default) =>
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await repository.GetByRiskLevelAsync("high", ct);
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public async Task<IEnumerable<TaxProfile>> GetUpcomingFilingDuesAsync(int daysAhead = 30, CancellationToken ct = default)
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{
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var startDate = DateTime.Today;
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var endDate = startDate.AddDays(daysAhead);
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return await repository.GetUpcomingFilingDuesAsync(startDate, endDate, ct);
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}
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}
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@@ -21,6 +21,11 @@ public static class DependencyInjection
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services.AddScoped<IConsultationRepository, ConsultationRepository>();
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services.AddScoped<ITaxFilingRepository, TaxFilingRepository>();
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services.AddScoped<ICompanyRepository, CompanyRepository>();
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services.AddScoped<ITaxProfileRepository, TaxProfileRepository>();
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services.AddScoped<ITaxFilingScheduleRepository, TaxFilingScheduleRepository>();
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services.AddScoped<IConsultingActivityRepository, ConsultingActivityRepository>();
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services.AddScoped<IContractRepository, ContractRepository>();
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services.AddScoped<IRevenueTrackingRepository, RevenueTrackingRepository>();
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return services;
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}
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@@ -0,0 +1,57 @@
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namespace TaxBaik.Infrastructure.Repositories;
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using Dapper;
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using TaxBaik.Domain.Entities;
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using TaxBaik.Domain.Interfaces;
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public class ConsultingActivityRepository(IDbConnectionFactory connectionFactory) : BaseRepository(connectionFactory), IConsultingActivityRepository
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{
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public async Task<int> CreateAsync(ConsultingActivity activity, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryFirstAsync<int>(
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@"INSERT INTO consulting_activities (client_id, activity_type, activity_date, activity_time, assigned_consultant, description, outcome, next_followup_date, notes, created_at, updated_at)
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VALUES (@ClientId, @ActivityType, @ActivityDate, @ActivityTime, @AssignedConsultantId, @Description, @Outcome, @NextFollowupDate, @Notes, NOW(), NOW())
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RETURNING id",
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activity);
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}
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public async Task<IEnumerable<ConsultingActivity>> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryAsync<ConsultingActivity>(
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@"SELECT id, client_id, activity_type, activity_date, activity_time, assigned_consultant, description, outcome, next_followup_date, notes, created_at, updated_at
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FROM consulting_activities WHERE client_id = @ClientId ORDER BY activity_date DESC",
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new { ClientId = clientId });
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}
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public async Task<IEnumerable<ConsultingActivity>> GetPendingFollowupsAsync(CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryAsync<ConsultingActivity>(
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@"SELECT id, client_id, activity_type, activity_date, activity_time, assigned_consultant, description, outcome, next_followup_date, notes, created_at, updated_at
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FROM consulting_activities WHERE next_followup_date IS NOT NULL AND next_followup_date <= CURRENT_DATE
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ORDER BY next_followup_date ASC");
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}
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public async Task<IEnumerable<ConsultingActivity>> GetByConsultantAsync(int consultantId, DateTime fromDate, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryAsync<ConsultingActivity>(
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@"SELECT id, client_id, activity_type, activity_date, activity_time, assigned_consultant, description, outcome, next_followup_date, notes, created_at, updated_at
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FROM consulting_activities WHERE assigned_consultant = @ConsultantId AND activity_date >= @FromDate
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ORDER BY activity_date DESC",
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new { ConsultantId = consultantId, FromDate = fromDate });
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}
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public async Task UpdateAsync(ConsultingActivity activity, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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await conn.ExecuteAsync(
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@"UPDATE consulting_activities SET activity_type = @ActivityType, activity_date = @ActivityDate,
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activity_time = @ActivityTime, assigned_consultant = @AssignedConsultantId, description = @Description,
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outcome = @Outcome, next_followup_date = @NextFollowupDate, notes = @Notes, updated_at = NOW()
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WHERE id = @Id",
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activity);
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}
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}
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@@ -0,0 +1,74 @@
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namespace TaxBaik.Infrastructure.Repositories;
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using Dapper;
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using TaxBaik.Domain.Entities;
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using TaxBaik.Domain.Interfaces;
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public class ContractRepository(IDbConnectionFactory connectionFactory) : BaseRepository(connectionFactory), IContractRepository
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{
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public async Task<int> CreateAsync(Contract contract, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryFirstAsync<int>(
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@"INSERT INTO contracts (client_id, contract_number, service_type, contract_date, start_date, end_date, monthly_fee, total_amount, payment_status, status, notes, created_at, updated_at)
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VALUES (@ClientId, @ContractNumber, @ServiceType, @ContractDate, @StartDate, @EndDate, @MonthlyFee, @TotalAmount, @PaymentStatus, @Status, @Notes, NOW(), NOW())
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RETURNING id",
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contract);
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}
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public async Task<Contract?> GetByIdAsync(int id, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryFirstOrDefaultAsync<Contract>(
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@"SELECT id, client_id, contract_number, service_type, contract_date, start_date, end_date, monthly_fee, total_amount, payment_status, status, notes, created_at, updated_at
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FROM contracts WHERE id = @Id",
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new { Id = id });
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}
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public async Task<IEnumerable<Contract>> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryAsync<Contract>(
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@"SELECT id, client_id, contract_number, service_type, contract_date, start_date, end_date, monthly_fee, total_amount, payment_status, status, notes, created_at, updated_at
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FROM contracts WHERE client_id = @ClientId ORDER BY contract_date DESC",
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new { ClientId = clientId });
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}
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public async Task<IEnumerable<Contract>> GetActiveContractsAsync(CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryAsync<Contract>(
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@"SELECT id, client_id, contract_number, service_type, contract_date, start_date, end_date, monthly_fee, total_amount, payment_status, status, notes, created_at, updated_at
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FROM contracts WHERE status = 'active' ORDER BY client_id");
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}
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public async Task<IEnumerable<Contract>> GetExpiringContractsAsync(int daysAhead = 30, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryAsync<Contract>(
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@"SELECT id, client_id, contract_number, service_type, contract_date, start_date, end_date, monthly_fee, total_amount, payment_status, status, notes, created_at, updated_at
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FROM contracts
|
||||
WHERE status = 'active' AND end_date IS NOT NULL AND end_date BETWEEN CURRENT_DATE AND CURRENT_DATE + INTERVAL '1 day' * @DaysAhead
|
||||
ORDER BY end_date ASC",
|
||||
new { DaysAhead = daysAhead });
|
||||
}
|
||||
|
||||
public async Task UpdateAsync(Contract contract, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
await conn.ExecuteAsync(
|
||||
@"UPDATE contracts SET contract_number = @ContractNumber, service_type = @ServiceType, contract_date = @ContractDate,
|
||||
start_date = @StartDate, end_date = @EndDate, monthly_fee = @MonthlyFee, total_amount = @TotalAmount,
|
||||
payment_status = @PaymentStatus, status = @Status, notes = @Notes, updated_at = NOW()
|
||||
WHERE id = @Id",
|
||||
contract);
|
||||
}
|
||||
|
||||
public async Task<decimal> GetMonthlyRecurringRevenueAsync(CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
var result = await conn.QueryFirstAsync<decimal>(
|
||||
@"SELECT COALESCE(SUM(monthly_fee), 0) FROM contracts WHERE status = 'active' AND monthly_fee IS NOT NULL");
|
||||
return result;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,72 @@
|
||||
namespace TaxBaik.Infrastructure.Repositories;
|
||||
|
||||
using Dapper;
|
||||
using TaxBaik.Domain.Entities;
|
||||
using TaxBaik.Domain.Interfaces;
|
||||
|
||||
public class RevenueTrackingRepository(IDbConnectionFactory connectionFactory) : BaseRepository(connectionFactory), IRevenueTrackingRepository
|
||||
{
|
||||
public async Task<int> CreateAsync(RevenueTracking revenue, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryFirstAsync<int>(
|
||||
@"INSERT INTO revenue_tracking (client_id, invoice_number, invoice_date, service_type, amount, payment_status, payment_date, due_date, notes, created_at, updated_at)
|
||||
VALUES (@ClientId, @InvoiceNumber, @InvoiceDate, @ServiceType, @Amount, @PaymentStatus, @PaymentDate, @DueDate, @Notes, NOW(), NOW())
|
||||
RETURNING id",
|
||||
revenue);
|
||||
}
|
||||
|
||||
public async Task<IEnumerable<RevenueTracking>> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryAsync<RevenueTracking>(
|
||||
@"SELECT id, client_id, invoice_number, invoice_date, service_type, amount, payment_status, payment_date, due_date, notes, created_at, updated_at
|
||||
FROM revenue_tracking WHERE client_id = @ClientId ORDER BY invoice_date DESC",
|
||||
new { ClientId = clientId });
|
||||
}
|
||||
|
||||
public async Task<IEnumerable<RevenueTracking>> GetPendingPaymentsAsync(CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryAsync<RevenueTracking>(
|
||||
@"SELECT id, client_id, invoice_number, invoice_date, service_type, amount, payment_status, payment_date, due_date, notes, created_at, updated_at
|
||||
FROM revenue_tracking WHERE payment_status = 'pending' ORDER BY due_date ASC");
|
||||
}
|
||||
|
||||
public async Task<IEnumerable<RevenueTracking>> GetByDateRangeAsync(DateTime startDate, DateTime endDate, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryAsync<RevenueTracking>(
|
||||
@"SELECT id, client_id, invoice_number, invoice_date, service_type, amount, payment_status, payment_date, due_date, notes, created_at, updated_at
|
||||
FROM revenue_tracking WHERE invoice_date BETWEEN @StartDate AND @EndDate ORDER BY invoice_date DESC",
|
||||
new { StartDate = startDate, EndDate = endDate });
|
||||
}
|
||||
|
||||
public async Task UpdateAsync(RevenueTracking revenue, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
await conn.ExecuteAsync(
|
||||
@"UPDATE revenue_tracking SET invoice_number = @InvoiceNumber, invoice_date = @InvoiceDate,
|
||||
service_type = @ServiceType, amount = @Amount, payment_status = @PaymentStatus,
|
||||
payment_date = @PaymentDate, due_date = @DueDate, notes = @Notes, updated_at = NOW()
|
||||
WHERE id = @Id",
|
||||
revenue);
|
||||
}
|
||||
|
||||
public async Task MarkPaidAsync(int id, DateTime paymentDate, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
await conn.ExecuteAsync(
|
||||
@"UPDATE revenue_tracking SET payment_status = 'paid', payment_date = @PaymentDate, updated_at = NOW() WHERE id = @Id",
|
||||
new { Id = id, PaymentDate = paymentDate });
|
||||
}
|
||||
|
||||
public async Task<decimal> GetTotalRevenueAsync(DateTime startDate, DateTime endDate, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
var result = await conn.QueryFirstAsync<decimal>(
|
||||
@"SELECT COALESCE(SUM(amount), 0) FROM revenue_tracking WHERE invoice_date BETWEEN @StartDate AND @EndDate",
|
||||
new { StartDate = startDate, EndDate = endDate });
|
||||
return result;
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,73 @@
|
||||
namespace TaxBaik.Infrastructure.Repositories;
|
||||
|
||||
using Dapper;
|
||||
using TaxBaik.Domain.Entities;
|
||||
using TaxBaik.Domain.Interfaces;
|
||||
|
||||
public class TaxFilingScheduleRepository(IDbConnectionFactory connectionFactory) : BaseRepository(connectionFactory), ITaxFilingScheduleRepository
|
||||
{
|
||||
public async Task<int> CreateAsync(TaxFilingSchedule schedule, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryFirstAsync<int>(
|
||||
@"INSERT INTO tax_filing_schedules (client_id, filing_type, due_date, filing_year, status, assigned_to, notes, created_at, updated_at)
|
||||
VALUES (@ClientId, @FilingType, @DueDate, @FilingYear, @Status, @AssignedToId, @Notes, NOW(), NOW())
|
||||
RETURNING id",
|
||||
schedule);
|
||||
}
|
||||
|
||||
public async Task<TaxFilingSchedule?> GetByIdAsync(int id, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryFirstOrDefaultAsync<TaxFilingSchedule>(
|
||||
@"SELECT id, client_id, filing_type, due_date, filing_year, status, assigned_to, completed_date, notes, created_at, updated_at
|
||||
FROM tax_filing_schedules WHERE id = @Id",
|
||||
new { Id = id });
|
||||
}
|
||||
|
||||
public async Task<IEnumerable<TaxFilingSchedule>> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryAsync<TaxFilingSchedule>(
|
||||
@"SELECT id, client_id, filing_type, due_date, filing_year, status, assigned_to, completed_date, notes, created_at, updated_at
|
||||
FROM tax_filing_schedules WHERE client_id = @ClientId ORDER BY due_date DESC",
|
||||
new { ClientId = clientId });
|
||||
}
|
||||
|
||||
public async Task<IEnumerable<TaxFilingSchedule>> GetUpcomingDuesAsync(int daysAhead = 30, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryAsync<TaxFilingSchedule>(
|
||||
@"SELECT id, client_id, filing_type, due_date, filing_year, status, assigned_to, completed_date, notes, created_at, updated_at
|
||||
FROM tax_filing_schedules
|
||||
WHERE status = 'pending' AND due_date BETWEEN CURRENT_DATE AND CURRENT_DATE + INTERVAL '1 day' * @DaysAhead
|
||||
ORDER BY due_date ASC",
|
||||
new { DaysAhead = daysAhead });
|
||||
}
|
||||
|
||||
public async Task<IEnumerable<TaxFilingSchedule>> GetByStatusAsync(string status, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryAsync<TaxFilingSchedule>(
|
||||
@"SELECT id, client_id, filing_type, due_date, filing_year, status, assigned_to, completed_date, notes, created_at, updated_at
|
||||
FROM tax_filing_schedules WHERE status = @Status ORDER BY due_date",
|
||||
new { Status = status });
|
||||
}
|
||||
|
||||
public async Task UpdateAsync(TaxFilingSchedule schedule, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
await conn.ExecuteAsync(
|
||||
@"UPDATE tax_filing_schedules SET filing_type = @FilingType, due_date = @DueDate, status = @Status,
|
||||
assigned_to = @AssignedToId, notes = @Notes, updated_at = NOW() WHERE id = @Id",
|
||||
schedule);
|
||||
}
|
||||
|
||||
public async Task MarkCompletedAsync(int id, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
await conn.ExecuteAsync(
|
||||
@"UPDATE tax_filing_schedules SET status = 'completed', completed_date = NOW(), updated_at = NOW() WHERE id = @Id",
|
||||
new { Id = id });
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,70 @@
|
||||
namespace TaxBaik.Infrastructure.Repositories;
|
||||
|
||||
using Dapper;
|
||||
using TaxBaik.Domain.Entities;
|
||||
using TaxBaik.Domain.Interfaces;
|
||||
|
||||
public class TaxProfileRepository(IDbConnectionFactory connectionFactory) : BaseRepository(connectionFactory), ITaxProfileRepository
|
||||
{
|
||||
public async Task<int> CreateAsync(TaxProfile profile, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryFirstAsync<int>(
|
||||
@"INSERT INTO tax_profiles (client_id, business_registration, business_type, establishment_date,
|
||||
annual_revenue_range, employee_count, accounting_method, fiscal_year_end, last_filing_date,
|
||||
next_filing_due_date, tax_risk_level, previous_audit_history, special_notes, created_at, updated_at)
|
||||
VALUES (@ClientId, @BusinessRegistration, @BusinessType, @EstablishmentDate, @AnnualRevenueRange,
|
||||
@EmployeeCount, @AccountingMethod, @FiscalYearEnd, @LastFilingDate, @NextFilingDueDate,
|
||||
@TaxRiskLevel, @PreviousAuditHistory, @SpecialNotes, NOW(), NOW())
|
||||
RETURNING id",
|
||||
profile);
|
||||
}
|
||||
|
||||
public async Task<TaxProfile?> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryFirstOrDefaultAsync<TaxProfile>(
|
||||
@"SELECT id, client_id, business_registration, business_type, establishment_date,
|
||||
annual_revenue_range, employee_count, accounting_method, fiscal_year_end, last_filing_date,
|
||||
next_filing_due_date, tax_risk_level, previous_audit_history, special_notes, created_at, updated_at
|
||||
FROM tax_profiles WHERE client_id = @ClientId",
|
||||
new { ClientId = clientId });
|
||||
}
|
||||
|
||||
public async Task UpdateAsync(TaxProfile profile, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
await conn.ExecuteAsync(
|
||||
@"UPDATE tax_profiles SET business_registration = @BusinessRegistration, business_type = @BusinessType,
|
||||
establishment_date = @EstablishmentDate, annual_revenue_range = @AnnualRevenueRange,
|
||||
employee_count = @EmployeeCount, accounting_method = @AccountingMethod, fiscal_year_end = @FiscalYearEnd,
|
||||
last_filing_date = @LastFilingDate, next_filing_due_date = @NextFilingDueDate,
|
||||
tax_risk_level = @TaxRiskLevel, previous_audit_history = @PreviousAuditHistory,
|
||||
special_notes = @SpecialNotes, updated_at = NOW()
|
||||
WHERE id = @Id",
|
||||
profile);
|
||||
}
|
||||
|
||||
public async Task<IEnumerable<TaxProfile>> GetByRiskLevelAsync(string riskLevel, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryAsync<TaxProfile>(
|
||||
@"SELECT id, client_id, business_registration, business_type, establishment_date,
|
||||
annual_revenue_range, employee_count, accounting_method, fiscal_year_end, last_filing_date,
|
||||
next_filing_due_date, tax_risk_level, previous_audit_history, special_notes, created_at, updated_at
|
||||
FROM tax_profiles WHERE tax_risk_level = @RiskLevel ORDER BY client_id",
|
||||
new { RiskLevel = riskLevel });
|
||||
}
|
||||
|
||||
public async Task<IEnumerable<TaxProfile>> GetUpcomingFilingDuesAsync(DateTime startDate, DateTime endDate, CancellationToken cancellationToken = default)
|
||||
{
|
||||
using var conn = Conn();
|
||||
return await conn.QueryAsync<TaxProfile>(
|
||||
@"SELECT id, client_id, business_registration, business_type, establishment_date,
|
||||
annual_revenue_range, employee_count, accounting_method, fiscal_year_end, last_filing_date,
|
||||
next_filing_due_date, tax_risk_level, previous_audit_history, special_notes, created_at, updated_at
|
||||
FROM tax_profiles WHERE next_filing_due_date BETWEEN @StartDate AND @EndDate
|
||||
ORDER BY next_filing_due_date",
|
||||
new { StartDate = startDate, EndDate = endDate });
|
||||
}
|
||||
}
|
||||
@@ -0,0 +1,97 @@
|
||||
using Microsoft.AspNetCore.Authorization;
|
||||
using Microsoft.AspNetCore.Mvc;
|
||||
using TaxBaik.Application.Services;
|
||||
|
||||
namespace TaxBaik.Web.Controllers;
|
||||
|
||||
[ApiController]
|
||||
[Route("api/[controller]")]
|
||||
[Authorize]
|
||||
public class TaxProfileController(TaxProfileService taxProfileService) : ControllerBase
|
||||
{
|
||||
[HttpPost]
|
||||
public async Task<IActionResult> Create([FromBody] CreateTaxProfileRequest request)
|
||||
{
|
||||
try
|
||||
{
|
||||
var id = await taxProfileService.CreateAsync(request.ClientId, request.BusinessType,
|
||||
request.BusinessRegistration, request.AccountingMethod, request.EstablishmentDate);
|
||||
return CreatedAtAction(nameof(GetByClientId), new { clientId = request.ClientId }, new { id });
|
||||
}
|
||||
catch (ValidationException ex)
|
||||
{
|
||||
return BadRequest(new { error = ex.Message });
|
||||
}
|
||||
}
|
||||
|
||||
[HttpGet("client/{clientId:int}")]
|
||||
public async Task<IActionResult> GetByClientId(int clientId)
|
||||
{
|
||||
try
|
||||
{
|
||||
var profile = await taxProfileService.GetByClientIdAsync(clientId);
|
||||
if (profile == null)
|
||||
return NotFound(new { error = "세무 프로필을 찾을 수 없습니다." });
|
||||
return Ok(profile);
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
return StatusCode(500, new { error = "조회 실패", message = ex.Message });
|
||||
}
|
||||
}
|
||||
|
||||
[HttpGet("high-risk")]
|
||||
public async Task<IActionResult> GetHighRiskProfiles()
|
||||
{
|
||||
try
|
||||
{
|
||||
var profiles = await taxProfileService.GetHighRiskProfilesAsync();
|
||||
return Ok(new { data = profiles });
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
return StatusCode(500, new { error = "조회 실패", message = ex.Message });
|
||||
}
|
||||
}
|
||||
|
||||
[HttpGet("upcoming-filings")]
|
||||
public async Task<IActionResult> GetUpcomingFiliings([FromQuery] int daysAhead = 30)
|
||||
{
|
||||
try
|
||||
{
|
||||
var profiles = await taxProfileService.GetUpcomingFilingDuesAsync(daysAhead);
|
||||
return Ok(new { data = profiles, daysAhead });
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
return StatusCode(500, new { error = "조회 실패", message = ex.Message });
|
||||
}
|
||||
}
|
||||
|
||||
[HttpPut("{id:int}")]
|
||||
public async Task<IActionResult> Update(int id, [FromBody] UpdateTaxProfileRequest request)
|
||||
{
|
||||
try
|
||||
{
|
||||
await taxProfileService.UpdateAsync(id, request.BusinessType, request.AccountingMethod,
|
||||
request.NextFilingDueDate, request.TaxRiskLevel);
|
||||
return Ok(new { message = "세무 프로필이 수정되었습니다." });
|
||||
}
|
||||
catch (ValidationException ex)
|
||||
{
|
||||
return BadRequest(new { error = ex.Message });
|
||||
}
|
||||
catch (Exception ex)
|
||||
{
|
||||
return StatusCode(500, new { error = "수정 실패", message = ex.Message });
|
||||
}
|
||||
}
|
||||
|
||||
public record CreateTaxProfileRequest(
|
||||
int ClientId, string BusinessType, string? BusinessRegistration = null,
|
||||
string? AccountingMethod = null, DateTime? EstablishmentDate = null);
|
||||
|
||||
public record UpdateTaxProfileRequest(
|
||||
string? BusinessType = null, string? AccountingMethod = null,
|
||||
DateTime? NextFilingDueDate = null, string TaxRiskLevel = "normal");
|
||||
}
|
||||
Reference in New Issue
Block a user