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numerus/pkg/expenses.go

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Add expenses’ index and add form
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package pkg
import (
"context"
"fmt"
"github.com/julienschmidt/httprouter"
"html/template"
"math"
"net/http"
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"strconv"
"strings"
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"time"
)
type ExpenseEntry struct {
Add a column for each tax type when exporting invoices and expenses In the HTML tables i only compute the aggregated amount by tax class (e.g., IVA, IRPF), but here we need the actual tax (e.g., IVA 4 %) because this spreadsheet is intended for accountants. I can easily extract the amounts from invoice_tax_amount and expense_tax_amount, but i also need to add the columns to the spreadsheet, and always with the same order—does not matter much which, only the same—, that’s why i had to sort the tax IDs when exporting, as Go does not guarantee an order for maps. Closes #92
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ID int
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
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Slug string
InvoiceDate time.Time
InvoiceNumber string
Amount string
Add the base and tax columns to expenses’ index Closes #80
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Taxes map[string]string
Total string
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
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InvoicerName string
OriginalFileName string
Tags []string
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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Status string
StatusLabel string
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}
type expensesIndexPage struct {
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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Expenses []*ExpenseEntry
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SumAmount string
SumTaxes map[string]string
SumTotal string
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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Filters *expenseFilterForm
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TaxClasses []string
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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ExpenseStatuses map[string]string
Add expenses’ index and add form
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}
func IndexExpenses(w http.ResponseWriter, r *http.Request, _ httprouter.Params) {
conn := getConn(r)
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locale := getLocale(r)
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company := mustGetCompany(r)
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filters := newExpenseFilterForm(r.Context(), conn, locale, company)
if err := filters.Parse(r); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
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page := &expensesIndexPage{
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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Expenses: mustCollectExpenseEntries(r.Context(), conn, locale, filters),
ExpenseStatuses: mustCollectExpenseStatuses(r.Context(), conn, locale),
Add the base and tax columns to expenses’ index Closes #80
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TaxClasses: mustCollectTaxClasses(r.Context(), conn, company),
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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Filters: filters,
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}
Add the sum of the base and taxes to expenses’ index Expands on #79
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page.mustComputeExpensesTotalAmount(r.Context(), conn, filters)
Add expenses’ index and add form
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mustRenderMainTemplate(w, r, "expenses/index.gohtml", page)
}
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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func mustCollectExpenseEntries(ctx context.Context, conn *Conn, locale *Locale, filters *expenseFilterForm) []*ExpenseEntry {
where, args := filters.BuildQuery([]interface{}{locale.Language.String()})
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rows := conn.MustQuery(ctx, fmt.Sprintf(`
Add a column for each tax type when exporting invoices and expenses In the HTML tables i only compute the aggregated amount by tax class (e.g., IVA, IRPF), but here we need the actual tax (e.g., IVA 4 %) because this spreadsheet is intended for accountants. I can easily extract the amounts from invoice_tax_amount and expense_tax_amount, but i also need to add the columns to the spreadsheet, and always with the same order—does not matter much which, only the same—, that’s why i had to sort the tax IDs when exporting, as Go does not guarantee an order for maps. Closes #92
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select expense_id
, expense.slug
Add expenses’ index and add form
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, invoice_date
, invoice_number
Add the base and tax columns to expenses’ index Closes #80
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, to_price(expense.amount, decimal_digits) as amount
, array_agg(array[tax_class.name, to_price(coalesce(expense_tax.amount, 0), decimal_digits)]) filter (where tax_class.name is not null)
, to_price(expense.amount + coalesce(sum(expense_tax.amount)::integer, 0), decimal_digits) as total
Split contact relation into tax_details, phone, web, and email We need to have contacts with just a name: we need to assign freelancer’s quote as expense linked the government, but of course we do not have a phone or email for that “contact”, much less a VATIN or other tax details. It is also interesting for other expenses-only contacts to not have to input all tax details, as we may not need to invoice then, thus are useless for us, but sometimes it might be interesting to have them, “just in case”. Of course, i did not want to make nullable any of the tax details required to generate an invoice, otherwise we could allow illegal invoices. Therefore, that data had to go in a different relation, and invoice’s foreign key update to point to that relation, not just customer, or we would again be able to create invalid invoices. We replaced the contact’s trade name with just name, because we do not need _three_ names for a contact, but we _do_ need two: the one we use to refer to them and the business name for tax purposes. The new contact_phone, contact_web, and contact_email relations could be simply a nullable field, but i did not see the point, since there are not that many instances where i need any of this data. Now company.taxDetailsForm is no longer “the same as contactForm with some extra fields”, because i have to add a check whether the user needs to invoice the contact, to check that the required values are there. I have an additional problem with the contact form when not using JavaScript: i must set the required field to all tax details fields to avoid the “(optional)” suffix, and because they _are_ required when that checkbox is enabled, but i can not set them optional when the check is unchecked. My solution for now is to ignore the form validation, and later i will add some JavaScript that adds the validation again, so it will work in all cases.
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, contact.name
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
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, coalesce(attachment.original_filename, '')
Add expenses’ index and add form
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, expense.tags
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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, expense.expense_status
, esi18n.name
Add expenses’ index and add form
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from expense
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
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left join expense_attachment as attachment using (expense_id)
Add the base and tax columns to expenses’ index Closes #80
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left join expense_tax_amount as expense_tax using (expense_id)
left join tax using (tax_id)
left join tax_class using (tax_class_id)
Add expenses’ index and add form
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join contact using (contact_id)
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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join expense_status_i18n esi18n on expense.expense_status = esi18n.expense_status and esi18n.lang_tag = $1
Add expenses’ index and add form
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join currency using (currency_code)
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where (%s)
Add a column for each tax type when exporting invoices and expenses In the HTML tables i only compute the aggregated amount by tax class (e.g., IVA, IRPF), but here we need the actual tax (e.g., IVA 4 %) because this spreadsheet is intended for accountants. I can easily extract the amounts from invoice_tax_amount and expense_tax_amount, but i also need to add the columns to the spreadsheet, and always with the same order—does not matter much which, only the same—, that’s why i had to sort the tax IDs when exporting, as Go does not guarantee an order for maps. Closes #92
2024-01-26 01:29:51 +00:00
group by expense_id
, expense.slug
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
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, invoice_date
, invoice_number
, expense.amount
, decimal_digits
, contact.name
, attachment.original_filename
, expense.tags
, expense.expense_status
, esi18n.name
Sort expenses by date desc, and then by name and total This make more sense, as is the same order user by invoices, and the most recent expense is at the top. Closes #79
2023-10-02 09:04:35 +00:00
order by invoice_date desc, contact.name, total desc
Add total amount for quotes, invoices, and expenses tables We have shown the application to a potential user, and they told us that it would be very useful to have a total in the table’s footer, so that they can verify the amount with the bank’s extracts.
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`, where), args...)
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defer rows.Close()
var entries []*ExpenseEntry
for rows.Next() {
Add the base and tax columns to expenses’ index Closes #80
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entry := &ExpenseEntry{
Taxes: make(map[string]string),
}
var taxes [][]string
Add a column for each tax type when exporting invoices and expenses In the HTML tables i only compute the aggregated amount by tax class (e.g., IVA, IRPF), but here we need the actual tax (e.g., IVA 4 %) because this spreadsheet is intended for accountants. I can easily extract the amounts from invoice_tax_amount and expense_tax_amount, but i also need to add the columns to the spreadsheet, and always with the same order—does not matter much which, only the same—, that’s why i had to sort the tax IDs when exporting, as Go does not guarantee an order for maps. Closes #92
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if err := rows.Scan(&entry.ID, &entry.Slug, &entry.InvoiceDate, &entry.InvoiceNumber, &entry.Amount, &taxes, &entry.Total, &entry.InvoicerName, &entry.OriginalFileName, &entry.Tags, &entry.Status, &entry.StatusLabel); err != nil {
Add expenses’ index and add form
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panic(err)
}
Add the base and tax columns to expenses’ index Closes #80
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for _, tax := range taxes {
entry.Taxes[tax[0]] = tax[1]
}
Add expenses’ index and add form
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entries = append(entries, entry)
}
if rows.Err() != nil {
panic(rows.Err())
}
return entries
}
Add total amount for quotes, invoices, and expenses tables We have shown the application to a potential user, and they told us that it would be very useful to have a total in the table’s footer, so that they can verify the amount with the bank’s extracts.
2023-06-20 09:33:28 +00:00
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
2023-07-11 13:33:26 +00:00
func mustCollectExpenseStatuses(ctx context.Context, conn *Conn, locale *Locale) map[string]string {
rows := conn.MustQuery(ctx, `
select expense_status.expense_status
, esi18n.name
from expense_status
join expense_status_i18n esi18n using(expense_status)
where esi18n.lang_tag = $1
order by expense_status`, locale.Language.String())
defer rows.Close()
statuses := map[string]string{}
for rows.Next() {
var key, name string
if err := rows.Scan(&key, &name); err != nil {
panic(err)
}
statuses[key] = name
}
if rows.Err() != nil {
panic(rows.Err())
}
return statuses
}
Add the sum of the base and taxes to expenses’ index Expands on #79
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func (page *expensesIndexPage) mustComputeExpensesTotalAmount(ctx context.Context, conn *Conn, filters *expenseFilterForm) {
Add total amount for quotes, invoices, and expenses tables We have shown the application to a potential user, and they told us that it would be very useful to have a total in the table’s footer, so that they can verify the amount with the bank’s extracts.
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where, args := filters.BuildQuery(nil)
Add the sum of the base and taxes to expenses’ index Expands on #79
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row := conn.QueryRow(ctx, fmt.Sprintf(`
select to_price(sum(subtotal)::integer, decimal_digits)
, to_price(sum(subtotal + taxes)::integer, decimal_digits)
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
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from (
select expense_id
, expense.amount as subtotal
, coalesce(sum(tax.amount)::integer, 0) as taxes
, currency_code
from expense
left join expense_tax_amount as tax using (expense_id)
where (%s)
group by expense_id
, expense.amount
, currency_code
) as expense
Add total amount for quotes, invoices, and expenses tables We have shown the application to a potential user, and they told us that it would be very useful to have a total in the table’s footer, so that they can verify the amount with the bank’s extracts.
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join currency using (currency_code)
group by decimal_digits
`, where), args...)
Avoid panic error when there is no expense to compute the sum of
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if notFoundErrorOrPanic(row.Scan(&page.SumAmount, &page.SumTotal)) {
page.SumAmount = "0.0"
page.SumTotal = "0.0"
Add the sum of the base and taxes to expenses’ index Expands on #79
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}
row = conn.QueryRow(ctx, fmt.Sprintf(`
select array_agg(array[tax_class_name, to_price(coalesce(tax_amount, 0), decimal_digits)]) filter (where tax_class_name is not null)
from (
select tax_class.name as tax_class_name
, coalesce(sum(expense_tax.amount)::integer, 0) as tax_amount
, currency_code
from expense
left join expense_tax_amount as expense_tax using (expense_id)
left join tax using (tax_id)
left join tax_class using (tax_class_id)
where (%s)
group by tax_class.name
, currency_code
) as tax
join currency using (currency_code)
group by decimal_digits
`, where), args...)
var taxes [][]string
Avoid panic error when there is no expense to compute the sum of
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if notFoundErrorOrPanic(row.Scan(&taxes)) {
// well, nothing to do
Add the sum of the base and taxes to expenses’ index Expands on #79
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}
page.SumTaxes = make(map[string]string)
for _, tax := range taxes {
page.SumTaxes[tax[0]] = tax[1]
}
Add total amount for quotes, invoices, and expenses tables We have shown the application to a potential user, and they told us that it would be very useful to have a total in the table’s footer, so that they can verify the amount with the bank’s extracts.
2023-06-20 09:33:28 +00:00
}
Add the base and tax columns to expenses’ index Closes #80
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func mustCollectTaxClasses(ctx context.Context, conn *Conn, company *Company) []string {
rows := conn.MustQuery(ctx, "select name from tax_class where company_id = $1", company.Id)
defer rows.Close()
var taxClasses []string
for rows.Next() {
var taxClass string
if err := rows.Scan(&taxClass); err != nil {
panic(err)
}
taxClasses = append(taxClasses, taxClass)
}
return taxClasses
}
Add expenses’ index and add form
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func ServeExpenseForm(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
locale := getLocale(r)
conn := getConn(r)
company := mustGetCompany(r)
form := newExpenseForm(r.Context(), conn, locale, company)
slug := params[0].Value
if slug == "new" {
w.WriteHeader(http.StatusOK)
form.InvoiceDate.Val = time.Now().Format("2006-01-02")
mustRenderNewExpenseForm(w, r, form)
return
}
Return HTTP 404 instead of 500 for invalid UUID values in URL Since most of PL/pgSQL functions accept a `uuid` domain, we get an error if the value is not valid, forcing us to return an HTTP 500, as we can not detect that the error was due to that. Instead, i now validate that the slug is indeed a valid UUID before attempting to send it to the database, returning the correct HTTP error code and avoiding useless calls to the database. I based the validation function of Parse() from Google’s uuid package[0] because this function is an order or magnitude faster in benchmarks: goos: linux goarch: amd64 pkg: dev.tandem.ws/tandem/numerus/pkg cpu: Intel(R) Core(TM) i5-6200U CPU @ 2.30GHz BenchmarkValidUuid-4 36946050 29.37 ns/op BenchmarkValidUuid_Re-4 3633169 306.70 ns/op The regular expression used for the benchmark was: var re = regexp.MustCompile("^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-4[a-fA-F0-9]{3}-[8|9|aA|bB][a-fA-F0-9]{3}-[a-fA-F0-9]{12}$") And the input parameter for both functions was the following valid UUID, because most of the time the passed UUID will be valid: "f47ac10b-58cc-0372-8567-0e02b2c3d479" I did not use the uuid package, even though it is in Debian’s repository, because i only need to check whether the value is valid, not convert it to a byte array. As far as i know, that package can not do that. [0]: https://github.com/google/uuid
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if !ValidUuid(slug) {
http.NotFound(w, r)
return
}
Add expenses’ index and add form
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if !form.MustFillFromDatabase(r.Context(), conn, slug) {
http.NotFound(w, r)
return
}
w.WriteHeader(http.StatusOK)
mustRenderEditExpenseForm(w, r, slug, form)
}
func mustRenderNewExpenseForm(w http.ResponseWriter, r *http.Request, form *expenseForm) {
locale := getLocale(r)
form.Invoicer.EmptyLabel = gettext("Select a contact.", locale)
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
2023-07-13 18:50:26 +00:00
page := newNewExpensePage(form, r)
mustRenderMainTemplate(w, r, "expenses/new.gohtml", page)
}
type newExpensePage struct {
Form *expenseForm
Taxes [][]string
Total string
}
func newNewExpensePage(form *expenseForm, r *http.Request) *newExpensePage {
page := &newExpensePage{
Form: form,
}
conn := getConn(r)
company := mustGetCompany(r)
err := conn.QueryRow(r.Context(), "select taxes, total from compute_new_expense_amount($1, $2, $3)", company.Id, form.Amount, form.Tax.Selected).Scan(&page.Taxes, &page.Total)
if err != nil {
panic(err)
}
return page
Add expenses’ index and add form
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}
func mustRenderEditExpenseForm(w http.ResponseWriter, r *http.Request, slug string, form *expenseForm) {
page := &editExpensePage{
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
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newNewExpensePage(form, r),
slug,
Add expenses’ index and add form
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}
mustRenderMainTemplate(w, r, "expenses/edit.gohtml", page)
}
type editExpensePage struct {
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
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*newExpensePage
Add expenses’ index and add form
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Slug string
}
type expenseForm struct {
locale *Locale
company *Company
Invoicer *SelectField
InvoiceNumber *InputField
InvoiceDate *InputField
Tax *SelectField
Amount *InputField
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
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File *FileField
Add expenses’ index and add form
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Tags *TagsField
}
func newExpenseForm(ctx context.Context, conn *Conn, locale *Locale, company *Company) *expenseForm {
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
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triggerRecompute := template.HTMLAttr(`data-hx-on="change: this.dispatchEvent(new CustomEvent('recompute', {bubbles: true}))"`)
Add expenses’ index and add form
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return &expenseForm{
locale: locale,
company: company,
Invoicer: &SelectField{
Name: "invoicer",
Label: pgettext("input", "Contact", locale),
Required: true,
Options: mustGetContactOptions(ctx, conn, company),
},
InvoiceNumber: &InputField{
Name: "invoice_number",
Label: pgettext("input", "Invoice number", locale),
Type: "text",
},
InvoiceDate: &InputField{
Name: "invoice_date",
Label: pgettext("input", "Invoice Date", locale),
Required: true,
Type: "date",
},
Tax: &SelectField{
Name: "tax",
Label: pgettext("input", "Taxes", locale),
Multiple: true,
Options: mustGetTaxOptions(ctx, conn, company),
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
2023-07-13 18:50:26 +00:00
Attributes: []template.HTMLAttr{
triggerRecompute,
},
Add expenses’ index and add form
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},
Amount: &InputField{
Name: "amount",
Label: pgettext("input", "Amount", locale),
Type: "number",
Required: true,
Attributes: []template.HTMLAttr{
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
2023-07-13 18:50:26 +00:00
triggerRecompute,
Add expenses’ index and add form
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`min="0"`,
template.HTMLAttr(fmt.Sprintf(`step="%v"`, company.MinCents())),
},
},
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
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File: &FileField{
Name: "file",
Label: pgettext("input", "File", locale),
MaxSize: 1 << 20,
},
Add expenses’ index and add form
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Tags: &TagsField{
Name: "tags",
Label: pgettext("input", "Tags", locale),
},
}
}
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
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func mustGetExpenseStatusOptions(ctx context.Context, conn *Conn, locale *Locale) []*SelectOption {
return MustGetOptions(ctx, conn, `
select expense_status.expense_status
, esi18n.name
from expense_status
join expense_status_i18n esi18n using(expense_status)
where esi18n.lang_tag = $1
order by expense_status`, locale.Language.String())
}
Add expenses’ index and add form
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func (form *expenseForm) Parse(r *http.Request) error {
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
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if err := r.ParseMultipartForm(form.File.MaxSize); err != nil {
Add expenses’ index and add form
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return err
}
form.Invoicer.FillValue(r)
form.InvoiceNumber.FillValue(r)
form.InvoiceDate.FillValue(r)
form.Tax.FillValue(r)
form.Amount.FillValue(r)
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
2023-05-14 16:46:16 +00:00
if err := form.File.FillValue(r); err != nil {
return err
}
Add expenses’ index and add form
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form.Tags.FillValue(r)
return nil
}
func (form *expenseForm) Validate() bool {
validator := newFormValidator()
validator.CheckValidSelectOption(form.Invoicer, gettext("Selected contact is not valid.", form.locale))
validator.CheckValidDate(form.InvoiceDate, gettext("Invoice date must be a valid date.", form.locale))
validator.CheckValidSelectOption(form.Tax, gettext("Selected tax is not valid.", form.locale))
validator.CheckAtMostOneOfEachGroup(form.Tax, gettext("You can only select a tax of each class.", form.locale))
if validator.CheckRequiredInput(form.Amount, gettext("Amount can not be empty.", form.locale)) {
validator.CheckValidDecimal(form.Amount, form.company.MinCents(), math.MaxFloat64, gettext("Amount must be a number greater than zero.", form.locale))
}
return validator.AllOK()
}
func (form *expenseForm) MustFillFromDatabase(ctx context.Context, conn *Conn, slug string) bool {
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
2023-07-11 13:33:26 +00:00
if notFoundErrorOrPanic(conn.QueryRow(ctx, `
Add expenses’ index and add form
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select contact_id
, invoice_number
, invoice_date
, to_price(amount, decimal_digits)
Make sure the selected taxes in show expense is nil if there is none For some reason, pgx tries to convert [""] to an int array and fails, because "" is not a number, of course.
2023-10-02 10:49:54 +00:00
, array_agg(tax_id) filter ( where tax_id is not null )
There is no need for array_to_string() in tags
2023-05-27 19:36:10 +00:00
, tags
Add expenses’ index and add form
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from expense
left join expense_tax using (expense_id)
join currency using (currency_code)
where expense.slug = $1
group by contact_id
, invoice_number
, invoice_date
, amount
, decimal_digits
, tags
`, slug).Scan(
form.Invoicer,
form.InvoiceNumber,
form.InvoiceDate,
form.Amount,
form.Tax,
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
2023-07-11 13:33:26 +00:00
form.Tags)) {
return false
}
Make sure the selected taxes in show expense is nil if there is none For some reason, pgx tries to convert [""] to an int array and fails, because "" is not a number, of course.
2023-10-02 10:49:54 +00:00
if len(form.Tax.Selected) == 1 && form.Tax.Selected[0] == "" {
form.Tax.Selected = nil
}
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
2023-07-11 13:33:26 +00:00
return true
Add expenses’ index and add form
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}
Add PUT method to expense’s URL and call edit_expense
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func HandleUpdateExpense(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
conn := getConn(r)
locale := getLocale(r)
company := mustGetCompany(r)
form := newExpenseForm(r.Context(), conn, locale, company)
if err := form.Parse(r); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
if err := verifyCsrfTokenValid(r); err != nil {
http.Error(w, err.Error(), http.StatusForbidden)
return
}
Return HTTP 404 instead of 500 for invalid UUID values in URL Since most of PL/pgSQL functions accept a `uuid` domain, we get an error if the value is not valid, forcing us to return an HTTP 500, as we can not detect that the error was due to that. Instead, i now validate that the slug is indeed a valid UUID before attempting to send it to the database, returning the correct HTTP error code and avoiding useless calls to the database. I based the validation function of Parse() from Google’s uuid package[0] because this function is an order or magnitude faster in benchmarks: goos: linux goarch: amd64 pkg: dev.tandem.ws/tandem/numerus/pkg cpu: Intel(R) Core(TM) i5-6200U CPU @ 2.30GHz BenchmarkValidUuid-4 36946050 29.37 ns/op BenchmarkValidUuid_Re-4 3633169 306.70 ns/op The regular expression used for the benchmark was: var re = regexp.MustCompile("^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-4[a-fA-F0-9]{3}-[8|9|aA|bB][a-fA-F0-9]{3}-[a-fA-F0-9]{12}$") And the input parameter for both functions was the following valid UUID, because most of the time the passed UUID will be valid: "f47ac10b-58cc-0372-8567-0e02b2c3d479" I did not use the uuid package, even though it is in Debian’s repository, because i only need to check whether the value is valid, not convert it to a byte array. As far as i know, that package can not do that. [0]: https://github.com/google/uuid
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slug := params[0].Value
if !ValidUuid(slug) {
http.NotFound(w, r)
return
}
Remove the status parameter from add_expense and edit_expense, and forms Users are no longer expected to manually set the status of an expense and, instead, have to add payments to such expense to mark it as partial or paid. That means that the PL/pgSQL functions must not accept a status parameter, the edit and new forms should no longer have a field for the status, and that the expense list should no longer have the “quick edit” for their status. That’s why it no longer should have a pointer cursor, unlike invoice or quote status.
2024-08-13 00:34:21 +00:00
if !form.Validate() {
Instruct htmx that HTTP 422 is not a “fatal error” I use HTTP 422 to signal that a form was submitted with bad data, which i believe is the correct status code: “indicates that the server understands the content type of the request content […], and the syntax of the request content is correct, but it was unable to process the contained instructions.”[0] htmx, however, treats all 4xx status codes as error and, by default, does not swap the target with the response’s content. Until i found out that i could change that behaviour, i worked around this limitation by returning HTTP 200 for htmx requests, but it is a waste of time given that htmx _can_ accept HTTP 422 as a non-error. [0]: https://www.rfc-editor.org/rfc/rfc9110#name-422-unprocessable-content
2024-08-27 09:07:39 +00:00
w.WriteHeader(http.StatusUnprocessableEntity)
Remove the status parameter from add_expense and edit_expense, and forms Users are no longer expected to manually set the status of an expense and, instead, have to add payments to such expense to mark it as partial or paid. That means that the PL/pgSQL functions must not accept a status parameter, the edit and new forms should no longer have a field for the status, and that the expense list should no longer have the “quick edit” for their status. That’s why it no longer should have a pointer cursor, unlike invoice or quote status.
2024-08-13 00:34:21 +00:00
mustRenderEditExpenseForm(w, r, slug, form)
return
}
taxes := mustSliceAtoi(form.Tax.Selected)
if found := conn.MustGetText(r.Context(), "", "select edit_expense($1, $2, $3, $4, $5, $6, $7)", slug, form.InvoiceDate, form.Invoicer, form.InvoiceNumber, form.Amount, taxes, form.Tags); found == "" {
http.NotFound(w, r)
return
}
if len(form.File.Content) > 0 {
conn.MustQuery(r.Context(), "select attach_to_expense($1, $2, $3, $4)", slug, form.File.OriginalFileName, form.File.ContentType, form.File.Content)
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
2023-05-14 16:46:16 +00:00
}
Remove the status parameter from add_expense and edit_expense, and forms Users are no longer expected to manually set the status of an expense and, instead, have to add payments to such expense to mark it as partial or paid. That means that the PL/pgSQL functions must not accept a status parameter, the edit and new forms should no longer have a field for the status, and that the expense list should no longer have the “quick edit” for their status. That’s why it no longer should have a pointer cursor, unlike invoice or quote status.
2024-08-13 00:34:21 +00:00
htmxRedirect(w, r, companyURI(company, "/expenses"))
Add PUT method to expense’s URL and call edit_expense
2023-05-05 08:59:35 +00:00
}
Add filter form to expenses
2023-05-07 20:49:52 +00:00
type expenseFilterForm struct {
locale *Locale
company *Company
Rename Customer expense filter to Contact It would be very unusual to have an expense from a customer, and we do not have (yet) a name for supplier or whatever it should be here, so i used the same name we use for the column in the table.
2023-06-20 09:17:07 +00:00
Contact *SelectField
Add filter form to expenses
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InvoiceNumber *InputField
FromDate *InputField
ToDate *InputField
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
2023-07-11 13:33:26 +00:00
ExpenseStatus *SelectField
Add filter form to expenses
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Tags *TagsField
TagsCondition *ToggleField
}
func newExpenseFilterForm(ctx context.Context, conn *Conn, locale *Locale, company *Company) *expenseFilterForm {
return &expenseFilterForm{
locale: locale,
company: company,
Rename Customer expense filter to Contact It would be very unusual to have an expense from a customer, and we do not have (yet) a name for supplier or whatever it should be here, so i used the same name we use for the column in the table.
2023-06-20 09:17:07 +00:00
Contact: &SelectField{
Name: "contact",
Label: pgettext("input", "Contact", locale),
EmptyLabel: gettext("All contacts", locale),
Add filter form to expenses
2023-05-07 20:49:52 +00:00
Options: mustGetContactOptions(ctx, conn, company),
},
InvoiceNumber: &InputField{
Name: "number",
Label: pgettext("input", "Invoice Number", locale),
Type: "search",
},
FromDate: &InputField{
Name: "from_date",
Label: pgettext("input", "From Date", locale),
Type: "date",
},
ToDate: &InputField{
Name: "to_date",
Label: pgettext("input", "To Date", locale),
Type: "date",
},
Tags: &TagsField{
Name: "tags",
Label: pgettext("input", "Tags", locale),
},
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
2023-07-11 13:33:26 +00:00
ExpenseStatus: &SelectField{
Name: "expense_status",
Label: pgettext("input", "Expense Status", locale),
EmptyLabel: gettext("All status", locale),
Options: mustGetExpenseStatusOptions(ctx, conn, locale),
},
Add filter form to expenses
2023-05-07 20:49:52 +00:00
TagsCondition: &ToggleField{
Name: "tags_condition",
Label: pgettext("input", "Tags Condition", locale),
Selected: "and",
FirstOption: &ToggleOption{
Value: "and",
Label: pgettext("tag condition", "All", locale),
Description: gettext("Invoices must have all the specified labels.", locale),
},
SecondOption: &ToggleOption{
Value: "or",
Label: pgettext("tag condition", "Any", locale),
Description: gettext("Invoices must have at least one of the specified labels.", locale),
},
},
}
}
func (form *expenseFilterForm) Parse(r *http.Request) error {
if err := r.ParseForm(); err != nil {
return err
}
Rename Customer expense filter to Contact It would be very unusual to have an expense from a customer, and we do not have (yet) a name for supplier or whatever it should be here, so i used the same name we use for the column in the table.
2023-06-20 09:17:07 +00:00
form.Contact.FillValue(r)
Add filter form to expenses
2023-05-07 20:49:52 +00:00
form.InvoiceNumber.FillValue(r)
form.FromDate.FillValue(r)
form.ToDate.FillValue(r)
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
2023-07-11 13:33:26 +00:00
form.ExpenseStatus.FillValue(r)
Add filter form to expenses
2023-05-07 20:49:52 +00:00
form.Tags.FillValue(r)
form.TagsCondition.FillValue(r)
return nil
}
Add inline tag form for expenses
2023-05-08 10:58:54 +00:00
Add reset button to filters I want this button, as well as the submit button, to be on a row below the filters’ input, especially for quotes and invoices, that have the most filters and looks weird with the button wedged in. Thus, i added a <fieldset> around all the filters. Closes #69
2023-07-16 18:56:11 +00:00
func (form *expenseFilterForm) HasValue() bool {
return form.Contact.HasValue() ||
form.InvoiceNumber.HasValue() ||
form.FromDate.HasValue() ||
form.ToDate.HasValue() ||
form.ExpenseStatus.HasValue() ||
form.Tags.HasValue()
}
Add total amount for quotes, invoices, and expenses tables We have shown the application to a potential user, and they told us that it would be very useful to have a total in the table’s footer, so that they can verify the amount with the bank’s extracts.
2023-06-20 09:33:28 +00:00
func (form *expenseFilterForm) BuildQuery(args []interface{}) (string, []interface{}) {
var where []string
appendWhere := func(expression string, value interface{}) {
args = append(args, value)
where = append(where, fmt.Sprintf(expression, len(args)))
}
maybeAppendWhere := func(expression string, value string, conv func(string) interface{}) {
if value != "" {
if conv == nil {
appendWhere(expression, value)
} else {
appendWhere(expression, conv(value))
}
}
}
appendWhere("expense.company_id = $%d", form.company.Id)
maybeAppendWhere("contact_id = $%d", form.Contact.String(), func(v string) interface{} {
customerId, _ := strconv.Atoi(form.Contact.Selected[0])
return customerId
})
Add expenses statuses We only want two statuses for expense: not yet paid (pending), and paid. Thus, it is a bit different from quotes and invoices, because expenses do not pass throw the “workflow” of created→sent→{pending,paid}. That’s way in this case the status field is already in the new expense form, instead of hidden, and by pending is not equivalent to created but unpaid (i.e., the same status color). With the new select field in the form, the file field no longer can span two columns or it would be alone on the next row. Closes #67.
2023-07-11 13:33:26 +00:00
maybeAppendWhere("expense.expense_status = $%d", form.ExpenseStatus.String(), nil)
Add total amount for quotes, invoices, and expenses tables We have shown the application to a potential user, and they told us that it would be very useful to have a total in the table’s footer, so that they can verify the amount with the bank’s extracts.
2023-06-20 09:33:28 +00:00
maybeAppendWhere("invoice_number = $%d", form.InvoiceNumber.String(), nil)
maybeAppendWhere("invoice_date >= $%d", form.FromDate.String(), nil)
maybeAppendWhere("invoice_date <= $%d", form.ToDate.String(), nil)
if len(form.Tags.Tags) > 0 {
if form.TagsCondition.Selected == "and" {
appendWhere("expense.tags @> $%d", form.Tags)
} else {
appendWhere("expense.tags && $%d", form.Tags)
}
}
return strings.Join(where, ") AND ("), args
}
Add inline tag form for expenses
2023-05-08 10:58:54 +00:00
func ServeEditExpenseTags(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
Refactor inline tag edit form into its own file I was repeating myself a lot for this use case, because each one needed a different URL and SQL query, however they were kind of structurally similar and could be refactored into common functions.
2024-08-15 02:18:18 +00:00
serveTagsEditForm(w, r, params, "/expenses/", "select tags from expense where slug = $1")
Add inline tag form for expenses
2023-05-08 10:58:54 +00:00
}
func HandleUpdateExpenseTags(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
Refactor inline tag edit form into its own file I was repeating myself a lot for this use case, because each one needed a different URL and SQL query, however they were kind of structurally similar and could be refactored into common functions.
2024-08-15 02:18:18 +00:00
handleUpdateTags(w, r, params, "/expenses/", "update expense set tags = $1 where slug = $2 returning slug")
Add inline tag form for expenses
2023-05-08 10:58:54 +00:00
}
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
2023-05-14 16:46:16 +00:00
func ServeExpenseAttachment(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
Refactor common code to download invoice and expenses attachments
2024-08-11 22:07:30 +00:00
serveAttachment(w, r, params, `
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
2023-05-14 16:46:16 +00:00
select mime_type
, content
from expense
join expense_attachment using (expense_id)
where slug = $1
Refactor common code to download invoice and expenses attachments
2024-08-11 22:07:30 +00:00
`)
Add expense’s file input to new and edit forms I had to change MethodOverrider to check whether the form is encoded as multipart/form-data or i would not be able to get the method field from forms with files. For now i add the file manually, i.e., outside add_expense and edit_expense PL/pgSQL functions, because it was faster for me, but i will probably add an attach_to_expense function, or something like that, to avoid having the whole ON CONFLICT logic inside Golang—this belongs to the database.
2023-05-14 16:46:16 +00:00
}
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
2023-07-13 18:50:26 +00:00
func HandleEditExpenseAction(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
slug := params[0].Value
Add option to export the list of quotes, invoices, and expenses to ODS This was requested by a potential user, as they want to be able to do whatever they want to do to these lists with a spreadsheet. In fact, they requested to be able to export to CSV, but, as always, using CSV is a minefield because of Microsoft: since their Excel product is fucking unable to write and read CSV from different locales, even if using the same exact Excel product, i can not also create a CSV file that is guaranteed to work on all locales. If i used the non-standard sep=; thing to tell Excel that it is a fucking stupid application, then proper applications would show that line as a row, which is the correct albeit undesirable behaviour. The solution is to use a spreadsheet file format that does not have this issue. As far as I know, by default Excel is able to read XLSX and ODS files, but i refuse to use the artificially complex, not the actually used in Excel, and lobbied standard that Microsoft somehow convinced ISO to publish, as i am using a different format because of the mess they made, and i do not want to bend over in front of them, so ODS it is. ODS is neither an elegant or good format by any means, but at least i can write them using simple strings, because there is no ODS library in Debian and i am not going to write yet another DEB package for an overengineered package to write a simple table—all i want is to say “here are these n columns, and these m columns; have a good day!”. Part of #51.
2023-07-18 11:29:36 +00:00
switch slug {
case "batch":
HandleBatchExpenseAction(w, r, params)
default:
if !ValidUuid(slug) {
http.NotFound(w, r)
return
}
actionUri := fmt.Sprintf("/invoices/%s/edit", slug)
handleExpenseAction(w, r, actionUri, func(w http.ResponseWriter, r *http.Request, form *expenseForm) {
mustRenderEditExpenseForm(w, r, slug, form)
})
Return HTTP 404 instead of 500 for invalid UUID values in URL Since most of PL/pgSQL functions accept a `uuid` domain, we get an error if the value is not valid, forcing us to return an HTTP 500, as we can not detect that the error was due to that. Instead, i now validate that the slug is indeed a valid UUID before attempting to send it to the database, returning the correct HTTP error code and avoiding useless calls to the database. I based the validation function of Parse() from Google’s uuid package[0] because this function is an order or magnitude faster in benchmarks: goos: linux goarch: amd64 pkg: dev.tandem.ws/tandem/numerus/pkg cpu: Intel(R) Core(TM) i5-6200U CPU @ 2.30GHz BenchmarkValidUuid-4 36946050 29.37 ns/op BenchmarkValidUuid_Re-4 3633169 306.70 ns/op The regular expression used for the benchmark was: var re = regexp.MustCompile("^[a-fA-F0-9]{8}-[a-fA-F0-9]{4}-4[a-fA-F0-9]{3}-[8|9|aA|bB][a-fA-F0-9]{3}-[a-fA-F0-9]{12}$") And the input parameter for both functions was the following valid UUID, because most of the time the passed UUID will be valid: "f47ac10b-58cc-0372-8567-0e02b2c3d479" I did not use the uuid package, even though it is in Debian’s repository, because i only need to check whether the value is valid, not convert it to a byte array. As far as i know, that package can not do that. [0]: https://github.com/google/uuid
2023-07-17 09:46:11 +00:00
}
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
2023-07-13 18:50:26 +00:00
}
func HandleNewExpenseAction(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
handleExpenseAction(w, r, "/expenses", mustRenderNewExpenseForm)
}
type renderExpenseFormFunc func(w http.ResponseWriter, r *http.Request, form *expenseForm)
func handleExpenseAction(w http.ResponseWriter, r *http.Request, action string, renderForm renderExpenseFormFunc) {
locale := getLocale(r)
conn := getConn(r)
company := mustGetCompany(r)
form := newExpenseForm(r.Context(), conn, locale, company)
if err := form.Parse(r); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
if err := verifyCsrfTokenValid(r); err != nil {
http.Error(w, err.Error(), http.StatusForbidden)
return
}
actionField := r.Form.Get("action")
switch actionField {
case "update":
// Nothing else to do
w.WriteHeader(http.StatusOK)
renderForm(w, r, form)
case "add":
if !form.Validate() {
Instruct htmx that HTTP 422 is not a “fatal error” I use HTTP 422 to signal that a form was submitted with bad data, which i believe is the correct status code: “indicates that the server understands the content type of the request content […], and the syntax of the request content is correct, but it was unable to process the contained instructions.”[0] htmx, however, treats all 4xx status codes as error and, by default, does not swap the target with the response’s content. Until i found out that i could change that behaviour, i worked around this limitation by returning HTTP 200 for htmx requests, but it is a waste of time given that htmx _can_ accept HTTP 422 as a non-error. [0]: https://www.rfc-editor.org/rfc/rfc9110#name-422-unprocessable-content
2024-08-27 09:07:39 +00:00
w.WriteHeader(http.StatusUnprocessableEntity)
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
2023-07-13 18:50:26 +00:00
renderForm(w, r, form)
return
}
taxes := mustSliceAtoi(form.Tax.Selected)
Remove the status parameter from add_expense and edit_expense, and forms Users are no longer expected to manually set the status of an expense and, instead, have to add payments to such expense to mark it as partial or paid. That means that the PL/pgSQL functions must not accept a status parameter, the edit and new forms should no longer have a field for the status, and that the expense list should no longer have the “quick edit” for their status. That’s why it no longer should have a pointer cursor, unlike invoice or quote status.
2024-08-13 00:34:21 +00:00
slug := conn.MustGetText(r.Context(), "", "select add_expense($1, $2, $3, $4, $5, $6, $7)", company.Id, form.InvoiceDate, form.Invoicer, form.InvoiceNumber, form.Amount, taxes, form.Tags)
Compute the total amount, base plus taxes, of all expenses This works mostly like invoices: i have to “update” the expense form to compute its total based on the subtotal and the selected taxes, although in this case i do no need to compute the subtotal because that is given by the user. Nevertheless, i added a new function to compute that total because it was already hairy enough for the dashboard, that also needs to compute the tota, not just the base, and i wanted to test that function. There is no need for a custom input type for that function as it only needs a couple of simple domains. I have created the output type, though, because otherwise i would need to have records or “reuse” any other “amount” output type, which would be confusing.\ Part of #68.
2023-07-13 18:50:26 +00:00
if len(form.File.Content) > 0 {
conn.MustQuery(r.Context(), "select attach_to_expense($1, $2, $3, $4)", slug, form.File.OriginalFileName, form.File.ContentType, form.File.Content)
}
htmxRedirect(w, r, companyURI(company, action))
default:
http.Error(w, gettext("Invalid action", locale), http.StatusBadRequest)
}
}
Add option to export the list of quotes, invoices, and expenses to ODS This was requested by a potential user, as they want to be able to do whatever they want to do to these lists with a spreadsheet. In fact, they requested to be able to export to CSV, but, as always, using CSV is a minefield because of Microsoft: since their Excel product is fucking unable to write and read CSV from different locales, even if using the same exact Excel product, i can not also create a CSV file that is guaranteed to work on all locales. If i used the non-standard sep=; thing to tell Excel that it is a fucking stupid application, then proper applications would show that line as a row, which is the correct albeit undesirable behaviour. The solution is to use a spreadsheet file format that does not have this issue. As far as I know, by default Excel is able to read XLSX and ODS files, but i refuse to use the artificially complex, not the actually used in Excel, and lobbied standard that Microsoft somehow convinced ISO to publish, as i am using a different format because of the mess they made, and i do not want to bend over in front of them, so ODS it is. ODS is neither an elegant or good format by any means, but at least i can write them using simple strings, because there is no ODS library in Debian and i am not going to write yet another DEB package for an overengineered package to write a simple table—all i want is to say “here are these n columns, and these m columns; have a good day!”. Part of #51.
2023-07-18 11:29:36 +00:00
func HandleBatchExpenseAction(w http.ResponseWriter, r *http.Request, _ httprouter.Params) {
if err := r.ParseForm(); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
if err := verifyCsrfTokenValid(r); err != nil {
http.Error(w, err.Error(), http.StatusForbidden)
return
}
locale := getLocale(r)
switch r.Form.Get("action") {
case "export":
conn := getConn(r)
company := getCompany(r)
filters := newExpenseFilterForm(r.Context(), conn, locale, company)
if err := filters.Parse(r); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
Add a column for each tax type when exporting invoices and expenses In the HTML tables i only compute the aggregated amount by tax class (e.g., IVA, IRPF), but here we need the actual tax (e.g., IVA 4 %) because this spreadsheet is intended for accountants. I can easily extract the amounts from invoice_tax_amount and expense_tax_amount, but i also need to add the columns to the spreadsheet, and always with the same order—does not matter much which, only the same—, that’s why i had to sort the tax IDs when exporting, as Go does not guarantee an order for maps. Closes #92
2024-01-26 01:29:51 +00:00
entries := mustCollectExpenseEntries(r.Context(), conn, locale, filters)
Include customer’s VAT number to the expense list in ODS too It was requested by Clara.
2024-07-20 20:52:00 +00:00
vatin := mustCollectExpenseEntriesVATIN(r.Context(), conn, entries)
Add a column for each tax type when exporting invoices and expenses In the HTML tables i only compute the aggregated amount by tax class (e.g., IVA, IRPF), but here we need the actual tax (e.g., IVA 4 %) because this spreadsheet is intended for accountants. I can easily extract the amounts from invoice_tax_amount and expense_tax_amount, but i also need to add the columns to the spreadsheet, and always with the same order—does not matter much which, only the same—, that’s why i had to sort the tax IDs when exporting, as Go does not guarantee an order for maps. Closes #92
2024-01-26 01:29:51 +00:00
taxes := mustCollectExpenseEntriesTaxes(r.Context(), conn, entries)
taxColumns := mustCollectTaxColumns(r.Context(), conn, company)
Include customer’s VAT number to the expense list in ODS too It was requested by Clara.
2024-07-20 20:52:00 +00:00
ods := mustWriteExpensesOds(entries, vatin, taxes, taxColumns, locale, company)
Add option to export the list of quotes, invoices, and expenses to ODS This was requested by a potential user, as they want to be able to do whatever they want to do to these lists with a spreadsheet. In fact, they requested to be able to export to CSV, but, as always, using CSV is a minefield because of Microsoft: since their Excel product is fucking unable to write and read CSV from different locales, even if using the same exact Excel product, i can not also create a CSV file that is guaranteed to work on all locales. If i used the non-standard sep=; thing to tell Excel that it is a fucking stupid application, then proper applications would show that line as a row, which is the correct albeit undesirable behaviour. The solution is to use a spreadsheet file format that does not have this issue. As far as I know, by default Excel is able to read XLSX and ODS files, but i refuse to use the artificially complex, not the actually used in Excel, and lobbied standard that Microsoft somehow convinced ISO to publish, as i am using a different format because of the mess they made, and i do not want to bend over in front of them, so ODS it is. ODS is neither an elegant or good format by any means, but at least i can write them using simple strings, because there is no ODS library in Debian and i am not going to write yet another DEB package for an overengineered package to write a simple table—all i want is to say “here are these n columns, and these m columns; have a good day!”. Part of #51.
2023-07-18 11:29:36 +00:00
writeOdsResponse(w, ods, gettext("expenses.ods", locale))
default:
http.Error(w, gettext("Invalid action", locale), http.StatusBadRequest)
}
}
Add a column for each tax type when exporting invoices and expenses In the HTML tables i only compute the aggregated amount by tax class (e.g., IVA, IRPF), but here we need the actual tax (e.g., IVA 4 %) because this spreadsheet is intended for accountants. I can easily extract the amounts from invoice_tax_amount and expense_tax_amount, but i also need to add the columns to the spreadsheet, and always with the same order—does not matter much which, only the same—, that’s why i had to sort the tax IDs when exporting, as Go does not guarantee an order for maps. Closes #92
2024-01-26 01:29:51 +00:00
func mustCollectExpenseEntriesTaxes(ctx context.Context, conn *Conn, entries []*ExpenseEntry) map[int]taxMap {
ids := mustMakeIDArray(entries, func(entry *ExpenseEntry) int {
return entry.ID
})
return mustMakeTaxMap(ctx, conn, ids, `
select expense_id
, tax_id
, to_price(tax.amount, decimal_digits)
from expense_tax_amount as tax
join expense using (expense_id)
join currency using (currency_code)
where expense_id = any ($1)
`)
}
Include customer’s VAT number to the expense list in ODS too It was requested by Clara.
2024-07-20 20:52:00 +00:00
func mustCollectExpenseEntriesVATIN(ctx context.Context, conn *Conn, entries []*ExpenseEntry) map[int]string {
ids := mustMakeIDArray(entries, func(entry *ExpenseEntry) int {
return entry.ID
})
return mustMakeVATINMap(ctx, conn, ids, `
select expense_id
, vatin::text
from contact_tax_details as tax
join expense using (contact_id)
where expense_id = any ($1)
`)
}