feat: foundation for CRM and tax accounting specialized features
TaxBaik CI/CD / build-and-deploy (push) Successful in 50s

Domain Layer (SOLID Foundation):
- 5 New Entities: TaxProfile, TaxFilingSchedule, ConsultingActivity, Contract, RevenueTracking
- Client entity extended with tax-specific fields
- Multi-tenant support (company_id)

Database Migration (V015):
- Create tax_profiles table for detailed tax info
- Create tax_filing_schedules for deadline tracking
- Create consulting_activities for CRM (activity history)
- Create contracts for contract management
- Create revenue_tracking for invoice and payment tracking
- Add indexes for performance optimization

Repository Interfaces:
- ITaxProfileRepository (tax profile CRUD + risk analysis)
- ITaxFilingScheduleRepository (schedule management + deadline tracking)
- IConsultingActivityRepository (CRM activity tracking)
- IContractRepository (contract lifecycle + MRR calculation)
- IRevenueTrackingRepository (invoice + payment tracking + revenue analysis)

Architecture:
- Follows Repository Pattern with clear separation of concerns
- SOLID principles: each repo = one responsibility
- Extensible design for multi-tenant support
- Supports specialized tax accounting and CRM workflows
This commit is contained in:
2026-06-28 16:55:14 +09:00
parent 7dd51a1169
commit ea40e5c002
12 changed files with 275 additions and 1 deletions
+14 -1
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@@ -3,15 +3,28 @@ namespace TaxBaik.Domain.Entities;
public class Client
{
public int Id { get; set; }
public string Name { get; set; } = null!;
public int? CompanyId { get; set; }
public string Name { get; set; } = "";
public string? CompanyName { get; set; }
public string? Phone { get; set; }
public string? Email { get; set; }
public string? ContactPerson { 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; }
// Tax-specific fields
public string? BusinessRegistrationNumber { get; set; }
public string? BusinessType { get; set; }
public DateTime? EstablishmentDate { get; set; }
public string? AnnualRevenueRange { get; set; }
public int? EmployeeCount { get; set; }
public DateTime? LastTaxFilingDate { get; set; }
public string TaxRiskLevel { get; set; } = "normal";
public DateTime? NextFilingDueDate { get; set; }
public DateTime CreatedAt { get; set; }
public DateTime UpdatedAt { get; set; }
}
@@ -0,0 +1,17 @@
namespace TaxBaik.Domain.Entities;
public class ConsultingActivity
{
public int Id { get; set; }
public int ClientId { get; set; }
public string ActivityType { get; set; } = "";
public DateTime ActivityDate { get; set; }
public TimeOnly? ActivityTime { get; set; }
public int? AssignedConsultantId { get; set; }
public string Description { get; set; } = "";
public string? Outcome { get; set; }
public DateTime? NextFollowupDate { get; set; }
public string? Notes { get; set; }
public DateTime CreatedAt { get; set; }
public DateTime UpdatedAt { get; set; }
}
+19
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@@ -0,0 +1,19 @@
namespace TaxBaik.Domain.Entities;
public class Contract
{
public int Id { get; set; }
public int ClientId { get; set; }
public string ContractNumber { get; set; } = "";
public string ServiceType { get; set; } = "";
public DateTime ContractDate { get; set; }
public DateTime StartDate { get; set; }
public DateTime? EndDate { get; set; }
public decimal? MonthlyFee { get; set; }
public decimal? TotalAmount { get; set; }
public string PaymentStatus { get; set; } = "pending";
public string Status { get; set; } = "active";
public string? Notes { get; set; }
public DateTime CreatedAt { get; set; }
public DateTime UpdatedAt { get; set; }
}
@@ -0,0 +1,17 @@
namespace TaxBaik.Domain.Entities;
public class RevenueTracking
{
public int Id { get; set; }
public int ClientId { get; set; }
public string InvoiceNumber { get; set; } = "";
public DateTime InvoiceDate { get; set; }
public string? ServiceType { get; set; }
public decimal Amount { get; set; }
public string PaymentStatus { get; set; } = "pending";
public DateTime? PaymentDate { get; set; }
public DateTime? DueDate { get; set; }
public string? Notes { get; set; }
public DateTime CreatedAt { get; set; }
public DateTime UpdatedAt { get; set; }
}
@@ -0,0 +1,16 @@
namespace TaxBaik.Domain.Entities;
public class TaxFilingSchedule
{
public int Id { get; set; }
public int ClientId { get; set; }
public string FilingType { get; set; } = "";
public DateTime DueDate { get; set; }
public int FilingYear { get; set; }
public string Status { get; set; } = "pending";
public int? AssignedToId { get; set; }
public DateTime? CompletedDate { get; set; }
public string? Notes { get; set; }
public DateTime CreatedAt { get; set; }
public DateTime UpdatedAt { get; set; }
}
+21
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@@ -0,0 +1,21 @@
namespace TaxBaik.Domain.Entities;
public class TaxProfile
{
public int Id { get; set; }
public int ClientId { get; set; }
public string? BusinessRegistration { get; set; }
public string? BusinessType { get; set; }
public DateTime? EstablishmentDate { get; set; }
public string? AnnualRevenueRange { get; set; }
public int? EmployeeCount { get; set; }
public string? AccountingMethod { get; set; }
public string? FiscalYearEnd { get; set; }
public DateTime? LastFilingDate { get; set; }
public DateTime? NextFilingDueDate { get; set; }
public string TaxRiskLevel { get; set; } = "normal";
public bool PreviousAuditHistory { get; set; }
public string? SpecialNotes { get; set; }
public DateTime CreatedAt { get; set; }
public DateTime UpdatedAt { get; set; }
}
@@ -0,0 +1,12 @@
namespace TaxBaik.Domain.Interfaces;
using TaxBaik.Domain.Entities;
public interface IConsultingActivityRepository
{
Task<int> CreateAsync(ConsultingActivity activity, CancellationToken cancellationToken = default);
Task<IEnumerable<ConsultingActivity>> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default);
Task<IEnumerable<ConsultingActivity>> GetPendingFollowupsAsync(CancellationToken cancellationToken = default);
Task<IEnumerable<ConsultingActivity>> GetByConsultantAsync(int consultantId, DateTime fromDate, CancellationToken cancellationToken = default);
Task UpdateAsync(ConsultingActivity activity, CancellationToken cancellationToken = default);
}
@@ -0,0 +1,14 @@
namespace TaxBaik.Domain.Interfaces;
using TaxBaik.Domain.Entities;
public interface IContractRepository
{
Task<int> CreateAsync(Contract contract, CancellationToken cancellationToken = default);
Task<Contract?> GetByIdAsync(int id, CancellationToken cancellationToken = default);
Task<IEnumerable<Contract>> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default);
Task<IEnumerable<Contract>> GetActiveContractsAsync(CancellationToken cancellationToken = default);
Task<IEnumerable<Contract>> GetExpiringContractsAsync(int daysAhead = 30, CancellationToken cancellationToken = default);
Task UpdateAsync(Contract contract, CancellationToken cancellationToken = default);
Task<decimal> GetMonthlyRecurringRevenueAsync(CancellationToken cancellationToken = default);
}
@@ -0,0 +1,14 @@
namespace TaxBaik.Domain.Interfaces;
using TaxBaik.Domain.Entities;
public interface IRevenueTrackingRepository
{
Task<int> CreateAsync(RevenueTracking revenue, CancellationToken cancellationToken = default);
Task<IEnumerable<RevenueTracking>> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default);
Task<IEnumerable<RevenueTracking>> GetPendingPaymentsAsync(CancellationToken cancellationToken = default);
Task<IEnumerable<RevenueTracking>> GetByDateRangeAsync(DateTime startDate, DateTime endDate, CancellationToken cancellationToken = default);
Task UpdateAsync(RevenueTracking revenue, CancellationToken cancellationToken = default);
Task MarkPaidAsync(int id, DateTime paymentDate, CancellationToken cancellationToken = default);
Task<decimal> GetTotalRevenueAsync(DateTime startDate, DateTime endDate, CancellationToken cancellationToken = default);
}
@@ -0,0 +1,14 @@
namespace TaxBaik.Domain.Interfaces;
using TaxBaik.Domain.Entities;
public interface ITaxFilingScheduleRepository
{
Task<int> CreateAsync(TaxFilingSchedule schedule, CancellationToken cancellationToken = default);
Task<TaxFilingSchedule?> GetByIdAsync(int id, CancellationToken cancellationToken = default);
Task<IEnumerable<TaxFilingSchedule>> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default);
Task<IEnumerable<TaxFilingSchedule>> GetUpcomingDuesAsync(int daysAhead = 30, CancellationToken cancellationToken = default);
Task<IEnumerable<TaxFilingSchedule>> GetByStatusAsync(string status, CancellationToken cancellationToken = default);
Task UpdateAsync(TaxFilingSchedule schedule, CancellationToken cancellationToken = default);
Task MarkCompletedAsync(int id, CancellationToken cancellationToken = default);
}
@@ -0,0 +1,12 @@
namespace TaxBaik.Domain.Interfaces;
using TaxBaik.Domain.Entities;
public interface ITaxProfileRepository
{
Task<int> CreateAsync(TaxProfile profile, CancellationToken cancellationToken = default);
Task<TaxProfile?> GetByClientIdAsync(int clientId, CancellationToken cancellationToken = default);
Task UpdateAsync(TaxProfile profile, CancellationToken cancellationToken = default);
Task<IEnumerable<TaxProfile>> GetByRiskLevelAsync(string riskLevel, CancellationToken cancellationToken = default);
Task<IEnumerable<TaxProfile>> GetUpcomingFilingDuesAsync(DateTime startDate, DateTime endDate, CancellationToken cancellationToken = default);
}