Commit Graph

57 Commits

Author SHA1 Message Date
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
jordi fita mas 97ef02b0f9 Add views to compute taxes and total amount of invoices
They are not functions because i need to join them with the main
invoice relation, and although possible is a bit more awkward with
functions.

The taxes have their own relation because i will need them grouped by
their name in the PDF, so it will probably be a select for that
relation.
2023-02-22 14:39:38 +01:00
jordi fita mas 4903c8a3b9 Add the form to add products to an invoice and create invoices too
Still missing: the invoice number, that requires more tables and
possibly a PL/pgSQL function to do it properly.
2023-02-12 21:06:48 +01:00
jordi fita mas 4be2597a86 Allow multiple taxes, and even not tax, for products
It seems that we do not agree en whether the IRPF tax should be
something of the product or the contact, so we decided to make the
product have multiple taxes, just in case, and if only one is needed,
then users can just select one; no need to limit to one.
2023-02-08 13:47:36 +01:00
jordi fita mas ae1949024b Allow optional select with empty label
This is not yet necessary, but the empty label is because i do not want
to select a default tax for products—at least, not without a setting for
it.

Since i need to add the required attribute now to select, because
otherwise the browser would allow sending that empty value, i did not
want to do it unconditionally, just in case.
2023-02-05 14:06:33 +01:00
jordi fita mas e9cc331ee0 Add products section
There is still some issues with the price field, because for now it is
in cents, but do not have time now to fix that.
2023-02-04 11:32:39 +01:00
jordi fita mas a0a3a5561d Add breadcrumbs 2023-02-03 13:58:10 +01:00
jordi fita mas 7d17620f48 Add the edit contact page 2023-02-03 13:57:43 +01:00
jordi fita mas b8b3d73e95 Refactor form validation into a new type
I was worried that i was repeating the AddInputErrors function for each
form, because they were basically the same.  I could create a Form type
and make all forms embed it, but i realized that with a separate
validator i would have cleaner validation functions and would not need
the Valid field in the form that i am using only for that method.
2023-02-01 11:30:30 +01:00
jordi fita mas ff5b76b4f5 Use a “proper” struct for the login form
Similar to the profile form, the login form now parses and validates
itself, with the InputField structs that the templates expect.

I realized that i was doing more work than necessary when parsing fields
fro the profile form because i was repeating the operation and the field
name, so now it is a function of InputField.

This time i needed extra attributes for the login form.  I am not sure
that the Go source code needs to know about HTML attributes, but it was
the easiest way to pass them to the template.
2023-02-01 11:02:32 +01:00
jordi fita mas 75fd12bf1c Rename Customer to Contact
That section is intended for both customers and suppliers, collectively
called “contacts”.
2023-02-01 10:14:26 +01:00
jordi fita mas 9f17f55547 Validate profile form and use templates for fields
Let’s start first with a non-fancy validation method with just if
conditionals instead of bringing yet another complicated library.  I
hope i do not regret it.

I wanted to move all the input field to a template because all that
gobbledygook with the .input div and repeating the label in the
placeholder was starting to annoy me.  Now with error messages was even
more concerning.

I did not know whether the label should be a part of the input fields
or something that the template should do.  At the end i decided that
it makes more sense to be part of the input field because in the error
messages i use that same label, thus the template does not have a say
in that, and, besides, it was just easier to write the template.

The same with the error messages: i’ve seen frameworks that have a map
with the field’s id/name to the error slice, but then it would be
a bit harder to write the template.

I added AddError functions instead of just using append inside the
validator function, and have a local variable for whether it all went
OK, because i was worried that i would leave out the `ok = false`
in some conditions.

I had started writing “constructors” functions for InputField and
SelectField, but then had to add other methods to change the required
field and who knows what else, and in the end it was easier to just
construct the field inline.
2023-01-31 15:40:12 +01:00
jordi fita mas 89256d5b4c Add nav link to dashboard 2023-01-31 13:29:56 +01:00
jordi fita mas 9aee33511a Move page titles to their respective templates
I have been thinking about that, and it does not make that much sense to
have the titles in the Go source anymore: most of them are static text
that i have to remember to set in the controller each time, and when
the time come i have to face a dynamic title i am sure i will manage
with only the template capabilities—worst comes worst, i can always
define a function.

On the other hand, there is no way i can define a template without its
title and i know that everytime that template is used, no matter what
controller rendered it, it will always have that title.
2023-01-31 13:07:17 +01:00
jordi fita mas 1a7b9f6bdd Rename extension of templates to .gohtml
Apparently, there are tools that only know how to use that extensions
when referring to Go templates.
2023-01-30 16:48:21 +01:00
jordi fita mas abdf04cd5d Add missing Catalan and Spanish translations 2023-01-30 10:52:22 +01:00
jordi fita mas 666935b54c Add the tax relation with very rough form and handler 2023-01-28 14:18:58 +01:00