Files
taxbaik/TaxBaik.Application/Services/RevenueTrackingService.cs
T
kjh2064 c2955ad02f
TaxBaik CI/CD / build-and-deploy (push) Successful in 49s
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

53 lines
2.3 KiB
C#

namespace TaxBaik.Application.Services;
using TaxBaik.Domain.Entities;
using TaxBaik.Domain.Interfaces;
public class RevenueTrackingService(IRevenueTrackingRepository repository)
{
public async Task<int> CreateAsync(int clientId, string invoiceNumber, DateTime invoiceDate,
decimal amount, string? serviceType = null, DateTime? dueDate = null, CancellationToken ct = default)
{
if (clientId <= 0)
throw new ValidationException("유효한 고객을 선택하세요.");
if (string.IsNullOrWhiteSpace(invoiceNumber))
throw new ValidationException("인보이스 번호를 입력하세요.");
if (amount <= 0)
throw new ValidationException("금액은 0보다 커야 합니다.");
var revenue = new RevenueTracking
{
ClientId = clientId,
InvoiceNumber = invoiceNumber.Trim(),
InvoiceDate = invoiceDate,
Amount = amount,
ServiceType = string.IsNullOrWhiteSpace(serviceType) ? null : serviceType.Trim(),
DueDate = dueDate,
PaymentStatus = "pending",
CreatedAt = DateTime.UtcNow,
UpdatedAt = DateTime.UtcNow
};
return await repository.CreateAsync(revenue, ct);
}
public async Task<IEnumerable<RevenueTracking>> GetByClientIdAsync(int clientId, CancellationToken ct = default) =>
await repository.GetByClientIdAsync(clientId, ct);
public async Task<IEnumerable<RevenueTracking>> GetPendingPaymentsAsync(CancellationToken ct = default) =>
await repository.GetPendingPaymentsAsync(ct);
public async Task<IEnumerable<RevenueTracking>> GetMonthlyRevenueAsync(DateTime month, CancellationToken ct = default)
{
var startDate = new DateTime(month.Year, month.Month, 1);
var endDate = startDate.AddMonths(1).AddDays(-1);
return await repository.GetByDateRangeAsync(startDate, endDate, ct);
}
public async Task MarkPaidAsync(int id, DateTime paymentDate, CancellationToken ct = default) =>
await repository.MarkPaidAsync(id, paymentDate, ct);
public async Task<decimal> GetTotalRevenueAsync(DateTime startDate, DateTime endDate, CancellationToken ct = default) =>
await repository.GetTotalRevenueAsync(startDate, endDate, ct);
}