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
58 lines
3.2 KiB
C#
58 lines
3.2 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 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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