Commit Graph

73 Commits

Author SHA1 Message Date
jordi fita mas 0fd0cf5a38 Add the sum of the base and taxes to expenses’ index
Expands on #79
2023-10-02 16:36:42 +02:00
jordi fita mas 80a6a802a2 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 12:49:54 +02:00
jordi fita mas 831becf6fd Add the base and tax columns to expenses’ index
Closes #80
2023-10-02 12:16:50 +02:00
jordi fita mas 0c4ef97dff 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 13:29:36 +02:00
jordi fita mas 5e8bed8452 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 20:56:11 +02:00
jordi fita mas a7c1df20f0 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 20:50:26 +02:00
jordi fita mas bb7af20a17 Add attachments to invoices
Works exactly the same as for expenses, and this is sometimes convenient
for keeping transfer slips from customers and such.

I actually did not know where to add the download from this attachment,
because if add a column to the index it can easily be confused with the
download icon for the actual invoice.

Part of #66.
2023-07-12 20:06:53 +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 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 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 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 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 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
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 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 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 1855122d16 Update translations 2023-05-29 00:02:55 +02:00
jordi fita mas 689eab3a08 Use “Save” for all submit buttons of new/edit forms
Oriol says it is easier to understand for users.
2023-05-26 13:38:04 +02:00
jordi fita mas e974406870 Remove the “all” columns from products and contacts
That column was supposed to have a checkbox for batch operations, but
we do not have any operation that would like to perform to many products
or contacts at the same time.  For now, at least.
2023-05-23 14:21:04 +02:00
jordi fita mas 5cae0efe8f Fix validation of product ID for invoice products that have none
For some reason, i assumed that if the invoice product has and ID, that
is it comes from the database, it must also have a product ID, which is
incorrect, because we allow invoice lines with products not added to the
product relation.

I am using zero to mean “no product ID”, so now that validation has to
include the zero as well.
2023-05-22 11:16:21 +02:00
jordi fita mas d1b978054b Fix dashboard period ranges and add previous month and quarter options
Oriol told me what he actually wants: a way to see the current month,
quarter, and year for both double-check that the taxes form are filled
in correct and to see whether the business is doing well.  This is
specially important for the quarter period, as he has to fill taxes
each quarter.  Thus, the “last 90 days” thing i did was easier for me,
but completely useless for him.

We also decided to add previous month and previous quarter options
because it would be unfair to expect users check that data exactly the
last day or “lose access” to it.
2023-05-19 14:05:57 +02:00
jordi fita mas 987a99e0df Add a period filter for the dashboard
I do not yet know whether Oriol wants a YTD or MAT period, and i went
for the easiest for me: everything is MAT.
2023-05-17 12:05:30 +02:00
jordi fita mas ce42880697 Begin the dashboard with expenses, gross income, net income, and taxes
For now i use a too-long SQL query for that, but will probably replace
it with a view.  I have to check that it is correct before i do so,
however.
2023-05-16 14:56:49 +02:00
jordi fita mas df37583cc6 Add the actions menu to products and contacts 2023-05-11 23:32:21 +02:00
jordi fita mas 1415c3ef10 Moved the link to edit expense from the invoicer’s name to a menu
This menu will also have options like delete, and whatever we like to do
to expenses, like invoices do.
2023-05-06 11:08:21 +02:00
jordi fita mas 55d650bd62 Add expenses’ index and add form 2023-05-03 12:46:25 +02:00
jordi fita mas 86ccbbe830 Add keyboard controls for product search
They are almost the same as for the multiselect, except that it “clicks”
the option to “select” it, as this will trigger the replacement of the
<fieldset> with the whole product.
2023-04-28 00:06:48 +02:00
jordi fita mas 754da87e45 Add validation for minimum length of contact’s name 2023-04-18 21:01:29 +02:00
jordi fita mas 149557e42e “Integrate” the tags’ condition into the input field
We have reconsidered the toggle thing and instead moved the selection
into a little menu on top of the input, like the input’s label does à
la Material Design.

I just moved the checkboxes into a new details, that works as a menu,
but i had to add the type="search" to the existing input in the tags
field, or the CSS would style the checkboxes as well.

I do not do anything when the checkbox selection changes because that
already triggers a POST to the server that returns the new HTML with
the checkbox changed, and the JavaScript only has to retrieve that new
structure, exactly as it does in the initial rendering.

Since we want to add a little description to the options, i no longer
can use the same SelectOption in ToggleField, even though i could have
reused the Group element, but that felt wrong.
2023-04-16 19:01:11 +02:00
jordi fita mas 46fe90c867 Remove the fuzzy tag of a Catalan translation 2023-04-15 20:45:19 +02:00
jordi fita mas 5e01965d7e Replace use of <select> for tags “and” and “or” with checkboxes
I realized that using a select for just two, short, options is overkill:
the select and its options use a lot more real state than the two
radios, which can have tooltips (not yet, though).

Since i am going to replace this field with a custom element that has
a toggle-like aspect, i already added the is="numerus-toggle" attribute
and use it for stying the non-JavaScript field.
2023-04-15 04:05:59 +02:00
jordi fita mas d1852a9703 Improve translations to avoid from and to date confusion
It turns out that “De la data/fecha” was understood to mean the invoice
date, not the first date of a range—“at” instead of “from”.
2023-03-30 11:06:19 +02:00
jordi fita mas b7881c505f Add filters form for invoices
Instead of using links in the invoice tags, that we will replace with a
“click-to-edit field”, with Oriol agreed to add a form with filters that
includes not only the tags but also dates, customer, status, and the
invoice number.

This means i now need dynamic SQL, and i do not think this belongs to
the database (i.e., no PL/pgSQL function for that).  I have looked at
query builder libraries for Golang, and did not find anything that
suited me: either they wanted to manage not only the SQL query but also
all structs, or they managed to confuse Goland’s SQL analyzer.

For now, at least, i am using a very simple approach with arrays, that
still confuses Goland’s analyzer, but just in a very specific part,
which i find tolerable—not that their analyzer is that great to begin
with, but that’s a story for another day.
2023-03-29 16:16:31 +02:00
jordi fita mas 47c23fc4cc Boost the products’ section links and forms
Had to add the editProductPage because now i need to know the slug in
order to build the form’s action link.  I also added the `ProductName`
field because it was less awkward than using `.Form.Name` everywhere.
2023-03-27 09:44:04 +02:00
jordi fita mas b1e3afc48b Show the tax details form in a dialog using HTMx 2023-03-21 11:58:54 +01:00
jordi fita mas 8efae0485e Add the edit form for invoices
I had to change the way /invoices/new and /invoices/batch are handled,
because httprouter was not happy with the new POST /invoices/:slug/edit
route, claiming that /invoices/:slug conflicts with the previously
existing routes.

I also could not make it work with the PATCH method, even though i
correctly added the patchMethod override function, therefore editing
invoices is also weird because i have to take into account the “quick”
invoice status change.

I use the same form for both new and edit invoices, because the only
changes are that we can not edit the invoice date and number, by
Oriol’s design, but must be able to change the status; very similar
forms.
2023-03-13 15:00:35 +01:00
jordi fita mas 2bc05e948c Add invoice tags
I followed the same restrictions as Gitea’s topics, arbitrarily, because
if it is enough for repositories it should be for invoices too,
apparently.
2023-03-10 14:02:55 +01:00
jordi fita mas 5dedaefc22 Add button to download many invoices as PDF in a ZIP archive 2023-03-09 12:11:53 +01:00
jordi fita mas f3b841473f Add the context menu with the duplicate option
As per the design document.
2023-03-08 11:54:06 +01:00
jordi fita mas 0c8edb9cae Add option to duplicate an invoice
With Oriol we agreed that a duplicate is just the new invoice form
prefilled with the data from another invoices, but without the number or
the date.
2023-03-08 11:26:02 +01:00
jordi fita mas 31ef3ea47a Add company’s default payment method
I had to use a deferrable foreign key because the payment methods have
a reference to the company, and the company now a circular reference to
payment method.
2023-03-04 22:15:52 +01:00
jordi fita mas 9894925742 Add the payment method relation and corresponding form 2023-03-03 16:49:06 +01:00
jordi fita mas d6034ad732 Add discount and tax classes columns to invoice
This was actually the (first) reason we added the tax classes: to show
them in columns on the invoice—without the class we would need a column
for each tax rate, even though they are the same tax.

The invoice design has the product total with taxes at the last column,
above the tax base, that i am not so sure about, but it seems that it
has not brought any problem whatsoever so far, so it remains as is.

Had to reduce the invoice’s font size to give more space to the table
or the columns would be right next to each other.  Oriol also told me
to add more vertical spacing to the table’s footer.
2023-03-01 14:08:12 +01:00
jordi fita mas 11d51df7fa Introduce the concept of tax class
We want to show the percentage of the tax as columns in the invoice,
but until now it was not possible to have a single VAT column when
products have different VAT (e.g., 4 % and 10 %), because, as far
as the application is concerned, these where ”different taxes”.  We
also think it would be hard later on to compute the tax due to the
government.

So, tax classes is just a taxonomy to be able to have different names
and rates for the same type of tax, mostly VAT and retention in our
case.
2023-02-28 12:02:27 +01:00
jordi fita mas 4d2379555e Convert invoices to PDF with WeasyPrint
Although it is possible to just print the invoice from the browser, many
people will not even try an assume that they can not create a PDF for
the invoice.

I thought of using Groff or TeX to create the PDF, but it would mean
maintaining two templates in two different systems (HTML and whatever i
would use), and would probably look very different, because i do not
know Groff or TeX that well.

I wish there was a way to tell the browser to print to PDF, and it can
be done, but only with the Chrome Protocol to a server-side running
Chrome instance.   This works, but i would need a Chrome running as a
daemon.

I also wrote a Qt application that uses QWebEngine to print the PDF,
much like wkhtmltopdf, but with support for more recent HTML and CSS
standards.  Unfortunately, Qt 6.4’s embedded Chromium does not follow
break-page-inside as well as WeasyPrint does.

To use WeasyPrint, at first i wanted to reach the same URL as the user,
passing the cookie to WeasyPrint so that i can access the same invoice
as the user, something that can be done with wkhtmltopdf, but WeasyPrint
does not have such option.  I did it with a custom Python script, but
then i need to package and install that script, that is not that much
work, but using the Debian-provided script is even less work, and less
likely to drift when WeasyPrint changes API.

Also, it is unnecessary to do a network round-trip from Go to Python
back to Go, because i can already write the invoice HTML as is to
WeasyPrint’s stdin.
2023-02-26 17:26:09 +01:00
jordi fita mas 18fba2964f Add invoice view, with print CSS
Had to group name and description rows in tbody because i do not want
to break them on pagination.

I also could not use tfoot for subtotal, taxes, and total because then
they appear on every page.

The disclaimer should appear only at the very bottom of the last page,
but i do not know how to do that; using position fixed shows it on
every page.
2023-02-24 12:22:15 +01:00