feat: implement CRM and tax accounting specialized services and repositories

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
2026-06-28 16:58:23 +09:00
parent ea40e5c002
commit c2955ad02f
13 changed files with 710 additions and 0 deletions
@@ -0,0 +1,58 @@
+namespace TaxBaik.Application.Services;
+
+using TaxBaik.Domain.Entities;
+using TaxBaik.Domain.Interfaces;
+
+public class TaxProfileService(ITaxProfileRepository repository)
+{
+    public async Task<int> CreateAsync(int clientId, string? businessType, string? businessRegistration = null,
+        string? accountingMethod = null, DateTime? establishmentDate = null, CancellationToken ct = default)
+    {
+        if (clientId <= 0)
+            throw new ValidationException("유효한 고객을 선택하세요.");
+        if (string.IsNullOrWhiteSpace(businessType))
+            throw new ValidationException("사업 유형을 입력하세요.");
+
+        var profile = new TaxProfile
+        {
+            ClientId = clientId,
+            BusinessType = businessType.Trim(),
+            BusinessRegistration = string.IsNullOrWhiteSpace(businessRegistration) ? null : businessRegistration.Trim(),
+            EstablishmentDate = establishmentDate,
+            AccountingMethod = string.IsNullOrWhiteSpace(accountingMethod) ? null : accountingMethod.Trim(),
+            TaxRiskLevel = "normal",
+            CreatedAt = DateTime.UtcNow,
+            UpdatedAt = DateTime.UtcNow
+        };
+
+        return await repository.CreateAsync(profile, ct);
+    }
+
+    public async Task<TaxProfile?> GetByClientIdAsync(int clientId, CancellationToken ct = default) =>
+        await repository.GetByClientIdAsync(clientId, ct);
+
+    public async Task UpdateAsync(int profileId, string? businessType, string? accountingMethod,
+        DateTime? nextFilingDueDate, string taxRiskLevel = "normal", CancellationToken ct = default)
+    {
+        var profile = new TaxProfile { Id = profileId };
+        if (!string.IsNullOrWhiteSpace(businessType))
+            profile.BusinessType = businessType.Trim();
+        if (!string.IsNullOrWhiteSpace(accountingMethod))
+            profile.AccountingMethod = accountingMethod.Trim();
+        profile.NextFilingDueDate = nextFilingDueDate;
+        profile.TaxRiskLevel = taxRiskLevel;
+        profile.UpdatedAt = DateTime.UtcNow;
+
+        await repository.UpdateAsync(profile, ct);
+    }
+
+    public async Task<IEnumerable<TaxProfile>> GetHighRiskProfilesAsync(CancellationToken ct = default) =>
+        await repository.GetByRiskLevelAsync("high", ct);
+
+    public async Task<IEnumerable<TaxProfile>> GetUpcomingFilingDuesAsync(int daysAhead = 30, CancellationToken ct = default)
+    {
+        var startDate = DateTime.Today;
+        var endDate = startDate.AddDays(daysAhead);
+        return await repository.GetUpcomingFilingDuesAsync(startDate, endDate, ct);
+    }
+}