kjh2064
c2955ad02f
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
73 lines
3.7 KiB
C#
73 lines
3.7 KiB
C#
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 RevenueTrackingRepository(IDbConnectionFactory connectionFactory) : BaseRepository(connectionFactory), IRevenueTrackingRepository
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{
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public async Task<int> CreateAsync(RevenueTracking revenue, 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 revenue_tracking (client_id, invoice_number, invoice_date, service_type, amount, payment_status, payment_date, due_date, notes, created_at, updated_at)
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VALUES (@ClientId, @InvoiceNumber, @InvoiceDate, @ServiceType, @Amount, @PaymentStatus, @PaymentDate, @DueDate, @Notes, NOW(), NOW())
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RETURNING id",
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revenue);
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}
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public async Task<IEnumerable<RevenueTracking>> 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<RevenueTracking>(
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@"SELECT id, client_id, invoice_number, invoice_date, service_type, amount, payment_status, payment_date, due_date, notes, created_at, updated_at
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FROM revenue_tracking WHERE client_id = @ClientId ORDER BY invoice_date DESC",
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new { ClientId = clientId });
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}
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public async Task<IEnumerable<RevenueTracking>> GetPendingPaymentsAsync(CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryAsync<RevenueTracking>(
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@"SELECT id, client_id, invoice_number, invoice_date, service_type, amount, payment_status, payment_date, due_date, notes, created_at, updated_at
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FROM revenue_tracking WHERE payment_status = 'pending' ORDER BY due_date ASC");
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}
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public async Task<IEnumerable<RevenueTracking>> GetByDateRangeAsync(DateTime startDate, DateTime endDate, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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return await conn.QueryAsync<RevenueTracking>(
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@"SELECT id, client_id, invoice_number, invoice_date, service_type, amount, payment_status, payment_date, due_date, notes, created_at, updated_at
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FROM revenue_tracking WHERE invoice_date BETWEEN @StartDate AND @EndDate ORDER BY invoice_date DESC",
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new { StartDate = startDate, EndDate = endDate });
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}
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public async Task UpdateAsync(RevenueTracking revenue, 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 revenue_tracking SET invoice_number = @InvoiceNumber, invoice_date = @InvoiceDate,
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service_type = @ServiceType, amount = @Amount, payment_status = @PaymentStatus,
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payment_date = @PaymentDate, due_date = @DueDate, notes = @Notes, updated_at = NOW()
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WHERE id = @Id",
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revenue);
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}
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public async Task MarkPaidAsync(int id, DateTime paymentDate, 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 revenue_tracking SET payment_status = 'paid', payment_date = @PaymentDate, updated_at = NOW() WHERE id = @Id",
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new { Id = id, PaymentDate = paymentDate });
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}
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public async Task<decimal> GetTotalRevenueAsync(DateTime startDate, DateTime endDate, CancellationToken cancellationToken = default)
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{
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using var conn = Conn();
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var result = await conn.QueryFirstAsync<decimal>(
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@"SELECT COALESCE(SUM(amount), 0) FROM revenue_tracking WHERE invoice_date BETWEEN @StartDate AND @EndDate",
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new { StartDate = startDate, EndDate = endDate });
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return result;
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}
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}
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