Commit Graph

343 Commits

Author SHA1 Message Date
jordi fita mas 1c23cbb7d7 Add the customer name to the invoice’s PDF file name
This was requested by Oriol; there are no other technical or legal
requirements for this.

I can not simply append the customer name to the file because it could
have characters that are not valid in file name depending on the
operating system, so i have to “slugify” it.

Closes #65
2023-07-07 11:32:59 +02:00
jordi fita mas 7644a3a17a Move data-hx-boost inside the <nav> for quotes and invoices
This is because the download button must *not* be boosted, or HTMx would
just slap the binary data into the document as is, without downloading
it.
2023-07-07 11:16:43 +02:00
jordi fita mas 8c31fc63c5 Keep products in invoices/quotes sorted by (roughly) insertion order
There was no explicit `order by` in the queries that list the products
of quotes and invoices, so PostgreSQL was free to use any order it
wanted.  In this case, since was am grouping first by name, the result
was sorted by product name.

This is not an issue in most cases, albeit a bit rude to the user,
except for when the products *have* to in the same order the user
entered them, because they are monthly fees or something like that, that
must be ordered by month _number_, not by their _name_; the user will
usually input them in the correct order they want them on the invoice or
quote.

Sorting by *_product_id does *not* guarantee that they will always be
in insertion order, because the sequence can “wrap”, but i think i am
going to have bigger problems at that point.
2023-07-07 10:55:41 +02:00
jordi fita mas 58dd69773a Add aria-label to <summary> without text content
Using Orca or similar accessibility tools, it was not possible to
understand what these “menus” were intended for because they had only
icons without any alternative text, thus nothing to speak aloud with.
2023-07-06 11:49:36 +02:00
jordi fita mas d697b340e9 Remove scroll after update quote or invoice form
By default, when using hx-boost, HTMx adds the `show:top` modifier to
`hx-swap`.  This is actually the wanted behaviour in these cases,
because it means that you are following a link to a “different” page,
and it makes sense to start from the top.

However, for quote and invoice forms is a hindrance because you are
usually editing the bottom-most product, as new lines are appended,
therefore you are all the time having to scroll down to the line.
Every. Single. Time.

Here i reverted the show:top to just show:false to keep the scroll as
is.  I also added the show:bottom to the new product button, because
that way the window show entirely the new line.

I could not use `show🪟bottom`, however, despite appearing in the
documentation, because that, somehow, ended up doing the same as
`show🪟top`.  Not sure if a bug or something i did not understand.

Closes #58.
2023-07-04 19:55:58 +02:00
jordi fita mas 596120d84a Tag Sqitch with version 1 2023-07-03 11:33:09 +02:00
jordi fita mas ef8f40e734 Create validation function for SQL domains and for phones
When i wrote the functions to import contact, i already created a couple
of “temporary” functions to validate whether the input given from the
Excel files was correct according to the various domains used in the
relations, so i can know whether i can import that data.

I realized that i could do exactly the same when validating forms: check
that the value conforms to the domain, in the exact same way, so i can
make sure that the value will be accepted without duplicating the logic,
at the expense of a call to the database.

In an ideal world, i would use pg_input_is_valid, but this function is
only available in PostgreSQL 16 and Debian 12 uses PostgreSQL 15.

These functions are in the public schema because initially i wanted to
use them to also validate email, which is needed in the login form, but
then i recanted and kept the same email validation in Go, because
something felt off about using the database for that particular form,
but i do not know why.
2023-07-03 11:31:59 +02:00
jordi fita mas 2320cae3f4 Fix test for import_contact
Depending on the number of test ran before this test, the sequence could
overlap with the existing ids and fail because the on conflict do update
would update multiple rows.
2023-07-03 00:25:17 +02:00
jordi fita mas 183b8d3ed9 Allow importing contacts from Holded
This allows to import an Excel file exported from Holded, because it is
our own user case.  When we have more customers, we will give out an
Excel template file to fill out.

Why XLSX files instead of CSV, for instance? First, because this is the
output from Holded, but even then we would have more trouble with CSV
than with XLSX because of Microsoft: they royally fucked up
interoperability when decided that CSV files, the files that only other
applications or programmers see, should be “localized”, and use a comma
or a **semicolon** to separate a **comma** separated file depending on
the locale’s decimal separator.

This is ridiculous because it means that CSV files created with an Excel
in USA uses comma while the same Excel but with a French locale expects
the fields to be separated by semicolon.  And for no good reason,
either.

Since they fucked up so bad, decided to add a non-standard “meta” field
to specify the separator, writing a `sep=,` in the first line, but this
only works for reading, because saving the same file changes the
separator back to the locale-dependent character and removes the “meta”
field.

And since everyone expects to open spreadsheet with Excel, i can not
use CSV if i do not want a bunch of support tickets telling me that the
template is all in a single line.

I use an extremely old version of a xlsx reading library for golang[0]
because it is already available in Debian repositories, and the only
thing i want from it is to convert the convoluted XML file into a
string array.

Go is only responsible to read the file and dump its contents into a
temporary table, so that it can execute the PL/pgSQL function that will
actually move that data to the correct relations, much like add_contact
does but in batch.

In PostgreSQL version 16 they added a pg_input_is_valid function that
i would use to test whether input values really conform to domains,
but i will have to wait for Debian to pick up the new version.
Meanwhile, i use a couple of temporary functions, in lieu of nested
functions support in PostgreSQL.

Part of #45

[0]: https://github.com/tealeg/xlsx
2023-07-03 00:05:47 +02:00
jordi fita mas a068784a22 Remove unused company parameter from mustCollectExpenseEntries
The company is now in the filters form and there is no need for that
company parameter.
2023-07-02 20:06:45 +02:00
jordi fita mas f917ce84dd Replace call to deprecated ioutil.ReadAll with io.ReadAll
Starting from Go 1.16, ioutil.ReadAll simply calls io.ReadAll.
2023-07-02 20:04:45 +02:00
jordi fita mas eb845edf0a Change menu’s and profile icon
Eventually, we will allow people to upload their own profile images,
but until then we’ll use a “generic” profile icon instead of the closed
icon, that means nothing to users.

We wanted to have the same icon for that menu than for the Account item,
but the one we used until now did not look inside the round button for
the menu, thus we changed the two.

Related to #55.
2023-07-02 19:49:03 +02:00
jordi fita mas 2299ec9f8c Add empty IBAN and BIC to demo contacts 2023-07-02 02:26:35 +02:00
jordi fita mas 20827b2cfb Add IBAN and BIC fields to contacts
These two fields are just for information purposes, as Numerus does not
have any way to wire transfer using these, but people might want to keep
these in the contact’s info as a convenience.

Since not every contact should have an IBAN, e.g., customers, and inside
SEPA (European Union and some more countries) the BIC is not required,
they are in two different relations in order to be optional without
using NULL.

For the IBAN i found an already made PostgreSQL module, but for BIC i
had to write a regular expression based on the information i gathered
from Wikipedia, because the ISO standard is not free.

These two parameters for the add_contact and edit_contact functions are
TEXT because i realized that these functions are intended to be used
from the web application, that only deals with texts, so the
ValueOrNil() function was unnecessarily complex and PostreSQL’s
functions were better suited to “convert” from TEXT to IBAN or BIC.
The same is true for EMAIL and URI domains, so i changed their parameter
types to TEXT too.

Closes #54.
2023-07-02 02:08:45 +02:00
jordi fita mas 1c0f126c58 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.
2023-06-30 21:32:48 +02:00
jordi fita mas 30cd15ee89 Change IDs of demo SQL script to prevent coincidences
This is to avoid the problem that if i mistype `company_id = 1` instead
of `company_id = $1`, like i fixed in ee0b5d0b, at least it won’t work
in testing now, as all IDs have a three digits number.
2023-06-21 10:02:06 +02:00
jordi fita mas f40e4fdb2e Fix passing company ID to expenses chart query
By mistake, i was using 1 instead of $1, but i all was OK in testing
because there is only a single company with ID = 1.
2023-06-21 09:47:23 +02:00
jordi fita mas ee0b5d0bdc Rename Contact to Customer in quotes and invoices’ fields
In this case, the invoicee or quotee _is_ a (potential) customer, so
there is no point on calling them “contact”.
2023-06-20 11:37:02 +02:00
jordi fita mas de2a2f5912 Updated contacts’ table heading to read Contact instead of Customer 2023-06-20 11:34:00 +02:00
jordi fita mas 07c1071975 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 11:33:28 +02:00
jordi fita mas 8a4f80783d 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 11:17:07 +02:00
jordi fita mas 1ad771b771 Update module dependencies to match the version of Debian 12 packages 2023-06-17 20:42:23 +02:00
jordi fita mas 055e92fb23 Internationalize and localize the home template
Had to add an `unsafe` function to be able to translate text with HTML
fragments in it, although the fragments are added back with printf
because the login link is actually not translatable.
2023-06-16 10:58:40 +02:00
oriol carbonell pujolàs 826741a381 Primer pas al frontal de visitants 2023-06-16 10:17:58 +02:00
jordi fita mas 3af40cc7bc Update weasyprint parameters for version 57.2
Debian 12 (bookworm) has upgraded its weasyprint version and it no
longer includes the --format parameter, because now it only can output
to PDF.
2023-06-15 23:16:53 +02:00
jordi fita mas 010e174de7 Change CURRENT_TIMESTAMP parameter for col_default_is
It turns out i have been **years** doing this wrong: you are supposed to
pass that value as a text, like 'CURRENT_TIMESTAMP', not like the
keyword so that it returns the current timestamp as a timestamptz.

However, i have been doing it wrong because of a bug in previous
versions of pgTAP[0], that did not take into account keywords such as
CURRENT_TIMESTAMP or CURRENT_DATE and was comparing their actual values,
not the names, therefore i thought that i misread the documentation.

Only now have discovered this because Debian 12 upgraded pgTAP version
to 1.2.0.

[0]: https://github.com/theory/pgtap/issues/244
2023-06-15 14:21:09 +02:00
jordi fita mas 73682462da debian: Update PostgreSQL version to 15, used in Debian 12 2023-06-15 12:19:08 +02:00
jordi fita mas 6732d654a4 Reduce the amount of useless data in request’s log
I tried to have a log line that uses the “common” format from Apache,
because i thought that it would help me reuse regexps i have defined for
fail2ban filters and such.

However, it makes no much sense.

For once, i was repeating the date and time: log.Printf already does
that for me.

And, second, i do not need that data in Numerus’ log because i always
run it behind a proxy that _has_ a “common”-formatted log file, so
there is no need for me to repeat all that data again.

What i need is the IP, to know whether remotedAdd() function works as
expected; the method, to check that the override does its job; the path,
to know what resource the browser requested; the response status code,
so that i do not need to open the browser console for that; the response
size, to keep on eye that i do not return a lot of data; and the
total response time, to realize how long my unoptimized SQL queries
slows the application down.

The rest, Apache should do its job and record it in its log file for
fail2ban and whatever i need the logs for in the future.
2023-06-13 16:05:40 +02:00
jordi fita mas eb207a01fc Log requests to stdout
This is so that i can have two output files: the one with accesses
(stdout) and the one with errors (stderr).
2023-06-13 15:08:23 +02:00
jordi fita mas 3c14447ef9 Debian: add service and post installation script to create user and group 2023-06-13 14:48:43 +02:00
jordi fita mas d79ddc6731 Log the remote address, and only trust localhost proxies
I need the actual remote address to add fail2ban rules for it, but i
also to not want everyone to be able to fake X-Forward-For HTTP headers.
Which can contain multiple ip addresses, by the way, so i have to get
only the first one, as the others will be the proxies that the request
has been (re)forwarded to.
2023-06-13 14:21:54 +02:00
jordi fita mas ac28393398 Tag sqitch.plan with first version 2023-06-12 16:05:50 +02:00
jordi fita mas dde4395888 Add the most minimal home page design
This is so that Oriol can start working on it.
2023-06-11 22:24:25 +02:00
jordi fita mas 2d5a644c9d Add the “invoiced” quote status
This is for people to mark quotes that are already invoiced and filter
them out in the list.
2023-06-11 22:19:43 +02:00
jordi fita mas a16f696be5 Allow to create an invoice from the data of a quotation 2023-06-10 20:46:03 +02:00
jordi fita mas f43949dd43 Add quote number formatting and next number field to tax details
The same as for invoices: to allow people to have their own numbering
scheme, and for these that start using the program in the middle of the
current year.
2023-06-09 12:43:50 +02:00
jordi fita mas 6c3a3ff232 Allow empty contact and payment method for quotes
I have to use a value to be used as “none” for payment method and
contact.  In PL/pgSQL add_quote and edit_quote functions, that value is
NULL, while in forms it is the empty string.  I can not simply pass the
empty string for either of these fields because PL/pgSQL expects
(nullable) integers, and "" is not a valid integer and is not NULL
either.  A conversion is necessary.

Apparently, Go’s nil is not a valid representation for SQL’s NULL with
pgx, and had to use sql.NullString instead.

I also needed to coalesce contact’s VATIN and phone, because null values
can not be scanned to *string.  I did not do that before because
`coalesce(vatin, '')` throws an error that '' is not a valid VATIN and
just left as is, wrongly expecting that pgx would do the job of leaving
the string blank for me.  It does not.

Lastly, i can not blindly write Quotee’s tax details in the quote’s view
page, or we would see the (), characters for the empty address info.
2023-06-08 13:05:41 +02:00
jordi fita mas 5537a53834 Add margin between quotee and terms and conditions 2023-06-08 12:55:12 +02:00
jordi fita mas 9bb5bcd820 Use the same style for quoter and quotee than invoicer and invoicee 2023-06-08 12:52:40 +02:00
jordi fita mas 9fab65f108 Add terms and conditions to invoice’s view 2023-06-08 12:52:10 +02:00
jordi fita mas ba6f51ac5d Fix getting quote’s terms and conditions from form and database 2023-06-08 12:50:16 +02:00
jordi fita mas 9931796744 Add HTTP controller and view to add quotes
It still does not support quotes without contact or payment.
2023-06-07 16:35:31 +02:00
jordi fita mas efbb4da07f Added SQL views to compute computations amounts and edit them 2023-06-07 15:31:20 +02:00
jordi fita mas f54681de93 Require invoice_product_product for edit_invoice 2023-06-07 15:09:35 +02:00
jordi fita mas 86bf8765fc Use the correct integer literal for invoice_amount
PostgreSQL actually already casts the strings to integers, but best if
everything is as it should.
2023-06-07 14:54:29 +02:00
jordi fita mas a066726c2e Add function to create new quotes
I had to add the quote_number_format to company, similar to how we do
with invoices.
2023-06-07 14:14:48 +02:00
jordi fita mas aeca90256c Remove setting custom number invoice format from add_expense test
It is not necessary for this test and, since the column already has a
default value, setting it there seems like it might have any
consequence.
2023-06-07 13:27:49 +02:00
jordi fita mas 0e20eab46a Add test for invoice_number_counter counter_zero_or_positive constraint 2023-06-07 13:19:06 +02:00
jordi fita mas 775cdef097 Add foreign key constraint to invoice_number_counter.company_id 2023-06-07 13:11:29 +02:00
jordi fita mas 35b12f7ea4 Add relations for sales quotations and their products
They are mostly the same as invoices, but the contact and payment method
are optional, thus, like other optionals fields, i created relations to
link these that have payment method or contact, to avoid NULL columns in
quote.

Still missing functions to add and edit quotations, and views to compute
their tax and total amount.
2023-06-06 21:08:31 +02:00