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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"
Add filter form to expenses
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"strconv"
"strings"
Add expenses’ index and add form
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"time"
)
type ExpenseEntry struct {
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
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
Add expenses’ index and add form
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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
TotalAmount string
Filters *expenseFilterForm
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)
Add filter form to expenses
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locale := getLocale(r)
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company := mustGetCompany(r)
Add filter form to expenses
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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
}
Add expenses’ index and add form
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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),
TotalAmount: mustComputeExpensesTotalAmount(r.Context(), conn, filters),
ExpenseStatuses: mustCollectExpenseStatuses(r.Context(), conn, locale),
Filters: 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.
2023-07-11 13:33:26 +00:00
func mustCollectExpenseEntries(ctx context.Context, conn *Conn, locale *Locale, filters *expenseFilterForm) []*ExpenseEntry {
where, args := filters.BuildQuery([]interface{}{locale.Language.String()})
Add filter form to expenses
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rows := conn.MustQuery(ctx, fmt.Sprintf(`
Add expenses’ index and add form
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select expense.slug
, invoice_date
, invoice_number
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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, to_price(expense.amount + coalesce(sum(tax.amount)::integer, 0), decimal_digits)
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)
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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left join expense_tax_amount as tax using (expense_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)
Add filter form to expenses
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where (%s)
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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group by expense.slug
, invoice_date
, invoice_number
, expense.amount
, decimal_digits
, contact.name
, attachment.original_filename
, expense.tags
, expense.expense_status
, esi18n.name
Add expenses’ index and add form
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order by invoice_date
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
`, where), args...)
Add expenses’ index and add form
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defer rows.Close()
var entries []*ExpenseEntry
for rows.Next() {
entry := &ExpenseEntry{}
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 err := rows.Scan(&entry.Slug, &entry.InvoiceDate, &entry.InvoiceNumber, &entry.Amount, &entry.InvoicerName, &entry.OriginalFileName, &entry.Tags, &entry.Status, &entry.StatusLabel); err != nil {
Add expenses’ index and add form
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panic(err)
}
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 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 mustComputeExpensesTotalAmount(ctx context.Context, conn *Conn, filters *expenseFilterForm) string {
where, args := filters.BuildQuery(nil)
return conn.MustGetText(ctx, "0", fmt.Sprintf(`
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
select to_price(sum(subtotal + taxes)::integer, decimal_digits)
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.
2023-06-20 09:33:28 +00:00
join currency using (currency_code)
group by decimal_digits
`, where), args...)
}
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
}
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.
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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.
2023-07-13 18:50:26 +00:00
*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.
2023-05-14 16:46:16 +00:00
File *FileField
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 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.
2023-07-13 18:50:26 +00:00
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.
2023-05-14 16:46:16 +00:00
File: &FileField{
Name: "file",
Label: pgettext("input", "File", locale),
MaxSize: 1 << 20,
},
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",
Required: true,
Label: pgettext("input", "Expense Status", locale),
Selected: []string{"pending"},
Options: mustGetExpenseStatusOptions(ctx, conn, locale),
},
Add expenses’ index and add form
2023-05-03 10:46:25 +00:00
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
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
2023-05-03 10:46:25 +00:00
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.
2023-05-14 16:46:16 +00:00
if err := r.ParseMultipartForm(form.File.MaxSize); err != nil {
Add expenses’ index and add form
2023-05-03 10:46:25 +00:00
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 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 expenses’ index and add form
2023-05-03 10:46:25 +00:00
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))
}
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
validator.CheckValidSelectOption(form.ExpenseStatus, gettext("Selected expense status is not valid.", form.locale))
Add expenses’ index and add form
2023-05-03 10:46:25 +00:00
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
selectedExpenseStatus := form.ExpenseStatus.Selected
form.ExpenseStatus.Clear()
if notFoundErrorOrPanic(conn.QueryRow(ctx, `
Add expenses’ index and add form
2023-05-03 10:46:25 +00:00
select contact_id
, invoice_number
, invoice_date
, to_price(amount, decimal_digits)
, array_agg(tax_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.
2023-07-11 13:33:26 +00:00
, expense_status
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
2023-05-03 10:46:25 +00:00
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
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
, expense_status
Add expenses’ index and add form
2023-05-03 10:46:25 +00:00
, 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.ExpenseStatus,
form.Tags)) {
form.ExpenseStatus.Selected = selectedExpenseStatus
return false
}
return true
Add expenses’ index and add form
2023-05-03 10:46:25 +00:00
}
Add PUT method to expense’s URL and call edit_expense
2023-05-05 08:59:35 +00:00
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
}
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 r.FormValue("quick") == "status" {
slug := conn.MustGetText(r.Context(), "", "update expense set expense_status = $1 where slug = $2 returning slug", form.ExpenseStatus, params[0].Value)
if slug == "" {
http.NotFound(w, r)
Add PUT method to expense’s URL and call edit_expense
2023-05-05 08:59:35 +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
htmxRedirect(w, r, companyURI(mustGetCompany(r), "/expenses"))
} else {
slug := params[0].Value
if !form.Validate() {
if !IsHTMxRequest(r) {
w.WriteHeader(http.StatusUnprocessableEntity)
}
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, $8)", slug, form.ExpenseStatus, 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)
}
htmxRedirect(w, r, companyURI(company, "/expenses"))
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
}
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
2023-05-07 20:49:52 +00:00
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
2023-05-07 20:49:52 +00:00
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) {
conn := getConn(r)
locale := getLocale(r)
company := getCompany(r)
slug := params[0].Value
form := newTagsForm(companyURI(company, "/expenses/"+slug+"/tags"), slug, locale)
There is no need for array_to_string() in tags
2023-05-27 19:36:10 +00:00
if notFoundErrorOrPanic(conn.QueryRow(r.Context(), `select tags from expense where slug = $1`, form.Slug).Scan(form.Tags)) {
Add inline tag form for expenses
2023-05-08 10:58:54 +00:00
http.NotFound(w, r)
return
}
mustRenderStandaloneTemplate(w, r, "tags/edit.gohtml", form)
}
func HandleUpdateExpenseTags(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
locale := getLocale(r)
conn := getConn(r)
company := getCompany(r)
slug := params[0].Value
form := newTagsForm(companyURI(company, "/expenses/"+slug+"/tags/edit"), slug, locale)
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
}
if conn.MustGetText(r.Context(), "", "update expense set tags = $1 where slug = $2 returning slug", form.Tags, form.Slug) == "" {
http.NotFound(w, r)
}
mustRenderStandaloneTemplate(w, r, "tags/view.gohtml", form)
}
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) {
slug := params[0].Value
conn := getConn(r)
var contentType string
var content []byte
if notFoundErrorOrPanic(conn.QueryRow(r.Context(), `
select mime_type
, content
from expense
join expense_attachment using (expense_id)
where slug = $1
`, slug).Scan(&contentType, &content)) {
http.NotFound(w, r)
return
}
w.Header().Set("Content-Type", contentType)
w.Header().Set("Content-Length", strconv.FormatInt(int64(len(content)), 10))
w.WriteHeader(http.StatusOK)
w.Write(content)
}
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
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)
})
}
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() {
if !IsHTMxRequest(r) {
w.WriteHeader(http.StatusUnprocessableEntity)
}
renderForm(w, r, form)
return
}
taxes := mustSliceAtoi(form.Tax.Selected)
slug := conn.MustGetText(r.Context(), "", "select add_expense($1, $2, $3, $4, $5, $6, $7, $8)", company.Id, form.ExpenseStatus, form.InvoiceDate, form.Invoicer, form.InvoiceNumber, form.Amount, taxes, form.Tags)
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)
}
}