It makes more sense to have the payment link readily available, given
that downloads for expenses are rather uncommon, and, when we implement
electronic invoicing, the invoice PDF will be less useful too.
This is mostly the same subsection as payments is for expense, added in
4f646e35d. In this case i call it “collections”, but it is actually
the same payments section.
This is the same as a payment, but the user is the payee instead of the
payer.
I used a different relation than payment because i do not know any other
way to encode the constraint that only invoices can have a collection,
while expenses have only payments.
Besides the name and the fact that they are related to invoices, a
collection is pretty much the same as a payment.
With Oriol we agreed that to add new payments to expenses we should
direct users to a separate payments section, much like the general
payments but centered around the payments of the given expense.
In fact, the only thing i had to do is extract the expense from the
URL, and then adjust the base URI to keep things always within the
correct section; the rest of the code is shared with the general
section.
I needed to place the payment accounts section somewhere, and the most
logical place seemed to be that dialog, where users can set up company
parameters.
However, that dialog was already saturated with related, but ultimately
independent forms, and adding the account section would make things
even worse, specially given that we need to be able to edit those
accounts in a separate page.
We agreed to separate that dialog into tabs, which means separate pages.
When i had everything in a separated page, then i did not know how to
actually share the code for the tabs, and decided that, for now, these
“tabs” would be items from the profile menu. Same function, different
presentation.
Users are no longer expected to manually set the status of an expense
and, instead, have to add payments to such expense to mark it as partial
or paid.
That means that the PL/pgSQL functions must not accept a status
parameter, the edit and new forms should no longer have a field for
the status, and that the expense list should no longer have the “quick
edit” for their status. That’s why it no longer should have a pointer
cursor, unlike invoice or quote status.
I am using an htmx-infused button to remove the payment, but that
button can not have the CSRF token as value, thus i have to send it in a
header.
The removal of payments warrants a functions, instead of just DELETE
(and CASCADE) as i do for payment methods, because i have to adjust the
status of expenses too. Since i already have functions for everything,
it is not worth using triggers just for that.
This actually should be the “payments and receivables” section, however
this is quite a mouthful; a “receivable” is a payment made **to** you,
therefore “payments” is ok.
In fact, there is still no receivables in there, as they should be in
a separate relation, to constraint them to invoices instead of expenses.
It will be done in a separate commit.
Since this section will be, in a sense, sort of simplified accounting,
i needed to introduce the “payment account” concept. There is no way,
yet, for users to add them, because i have to revamp the “tax details”
section, but this commit started to grow too big already.
The same reasoning for the attachment payment slips as PDF to payment:
something i have to add, but not yet in this commit.
In the HTML tables i only compute the aggregated amount by tax class
(e.g., IVA, IRPF), but here we need the actual tax (e.g., IVA 4 %)
because this spreadsheet is intended for accountants.
I can easily extract the amounts from invoice_tax_amount and
expense_tax_amount, but i also need to add the columns to the
spreadsheet, and always with the same order—does not matter much which,
only the same—, that’s why i had to sort the tax IDs when exporting, as
Go does not guarantee an order for maps.
Closes#92
The legal stuff. Required by Spanish law when setting up a site intended
for pecuniary gain, directly or indirectly.
Now we have more pages to the “public web”, and moved the header and
footer from home to the common layout. I also took the opportunity to
change the element from <div> to the appropriate element based on their
use (i.e., <header> and <footer>).
I removed the <div> around the logo because i did not see any use for
it. I may be from a previous design iteration, but it had no style
applied nor any usage at all in JavaScript.
This is mostly to reassure people that we are running the same version
as published on numerus.cat. Or at least, try.
Go 1.18 adds the info from git if the package is build from a git
repository, but this is not the case in OBS, so i instead relay on a
constant for the version number. This constant is “updated” by Debian’s
rules, mostly due to the discussion in [0].
[0]: https://github.com/golang/go/issues/22706
This is for users that belong to more than one company. It is just a
page with links to the home of each company that the user belongs to.
Had to add a second company to the demo data to test it properly, even
though i already have unit tests for multicompany, but, you know….
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.
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
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.
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.
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.
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
jordi fita mas