Commit Graph

187 Commits

Author SHA1 Message Date
jordi fita mas 51c789ca13 Add nowrap to toggle’s labels
Sometimes, if the space is tight, the browser may break the radio button
and the single-word label for the toggle, which looks very weird.

I did not set nowrap to all radio button because the no wrap would
prevent long labels to break, and i am not sure if there is any such
radio option.  I know that for the toggle there is not any.
2023-07-14 10:44:38 +02:00
jordi fita mas ae1e294144 Fix body class to show the filters without JavaScript
This class must match the one set by the “Filter” button so that when
there is no JavaScript filters forms are always visible.
2023-07-14 10:25:39 +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 b48a974086 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 15:33:26 +02:00
jordi fita mas fa97f53dd7 Change link color to full blue
This is mostly to have better contrast with the alternative row color
(#EDE95E), because with Firefox’s default link color (#1B6ACB), on Linux
at least, the contrast ratio is 4,5:1.

Closes #62.
2023-07-11 13:52:04 +02:00
jordi fita mas 1164210d84 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 11:34:34 +02:00
jordi fita mas c174fb447c 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 11:34:34 +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 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 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 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 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 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 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 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 083d14e324 Allow to change the current year’s invoice number counter
This is for new users that do not start using the application from the
beginning of the current fiscal year and, therefore, need to create
invoices starting from a specific number.

I had to change the constraint on the currval to allow zero, otherwise
it would not be possible to set 1 as the next number, because users
can also not delete the row.
2023-05-31 20:01:00 +02:00
jordi fita mas 8529da1615 Use HTMx to delete and restore invoice products
It is better that way because it works without JavaScript; if HTMx is
not available, it will just use regulars forms.

The problem is that most of the submit buttons where using formaction
to send the request to a different action, and only one button was the
“real” action.  Since i could not pass the formaction to
invoice-product-form template, i have changed the “default” action to
the one with “ancillary” functions.

I have to use a different action to remove for each product because i
can not pass the index to the backend without JavaScript: it only
depends on the button click, that already has a name for the action.
Thus, in a way, i have “merged” the action and the index in a single
name.
2023-05-29 00:01:11 +02:00
jordi fita mas d8812ba2f1 Add delete button to remove a product from the invoice form
With this button, it is no longer necessary to set the quantity to zero
to remove, at least not with JavaScript.  This is why i am using Alpine:
to use x-cloak and hide it from non-JavaScript users.

Although, i wonder if it would not be better to use HTMx for that?
2023-05-26 13:51:10 +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 992bbf32a9 Toggle filters forms
I tried this already when i started adding filters, but i tried to use
AlpineJS for that, and could not because it would reset the context each
time i submitted the filters, due to HTMx replacing the whole content.

I realized that the only thing i need is some “flag” to show and hide
the form with CSS.  I do not even need AlpineJS for that, but i used it
anyway because then i can use the x-cloak thing to hidde the toggle
button for users with JavaScript disabled.

Similarly, the body by default has that “flag” set in the markup, and is
removed when AlpineJS is initialized, thus if JavaScript is disabled the
filters form is shown nevertheless.
2023-05-24 12:13:09 +02:00
jordi fita mas 92edbdfc4d Reindent numerus.css with IntelliJ 2023-05-24 12:06:03 +02:00
jordi fita mas e68eb52578 Don’t show the “(optional)” label for filter inputs
It adds nothing, as all input fields for filters show be optional.
2023-05-24 11:41:48 +02:00
oriol carbonell pujolàs 79ec3ae4d6 Improve the CSS and general design 2023-05-23 23:13:21 +02:00
jordi fita mas bf2796190f Change the rows of the product description to 1 2023-05-23 15:25:55 +02:00
jordi fita mas d2a06dd1c0 Add class=filters to filters forms 2023-05-23 14:50:46 +02:00
jordi fita mas 9096cfe4f2 Wrap filter buttons with <noscript>
Since forms are already submitted on change, Oriol does not like the
idea of having a useless button around breaking the form grid.
2023-05-23 14:34:46 +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 6c7762057c Change “Edit Invoice” button to just “Save” 2023-05-23 14:18:26 +02:00
jordi fita mas 65ee8a139c Use white-space: pre-line for invoice notes and payment instructions
I want the `white-space: pre` to preserve the newline characters that
users may have used, but this prevents line wrapping and long lines are
not confined within the page margins.

`pre-line` preserves the newlines, but collapses spaces and tabs, and
wraps long text, which is more what i want.
2023-05-22 11:23:19 +02:00
jordi fita mas eb47988464 Add a background rectangle to the chart and fix NaN when max = 0 2023-05-21 00:14:48 +02:00
jordi fita mas 39b0b801b2 Add income and expenses chart in SVG 2023-05-20 15:53:59 +02:00
oriol carbonell pujolàs 31eff5e3ab Update 'web/static/numerus.css' 2023-05-17 15:50:08 +00:00
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 ee2ed598a3 Fix invoice’s colspan for the empty index table’s row 2023-05-14 18:47:16 +02:00
jordi fita mas 3161d54aba 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 18:46:16 +02:00
jordi fita mas f639602170 Add contact’s inline form for tags 2023-05-12 11:32:39 +02:00