Commit Graph

26 Commits

Author SHA1 Message Date
jordi fita mas f95936c523 Split the tax details “mega dialog” into separate pages
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.
2024-08-14 04:08:13 +02:00
jordi fita mas 998159d1d7 Add option to switch to another company
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….
2023-11-06 13:52:34 +01:00
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 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 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 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 2df6947577 Create constants for the HTMX request and response headers used
It works better with an IDE, and less chance of mistyping something
without notice.
2023-04-06 12:07:20 +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 9894925742 Add the payment method relation and corresponding form 2023-03-03 16:49:06 +01:00
jordi fita mas b84f1774f9 Replace static legal disclaimer with a database field 2023-03-02 10:24:44 +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 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 60f9792e58 Convert from cents to “price” and back
I do not want to use floats in the Go lang application, because it is
not supposed to do anything with these values other than to print and
retrieve them from the user; all computations will be performed by
PostgreSQL in cents.

That means i have to “convert” from the price format that users expect
to see (e.g., 1.234,56) to cents (e.g., 123456) and back when passing
data between Go and PostgreSQL, and that conversion depends on the
currency’s decimal places.

At first i did everything in Go, but saw that i would need to do it in
a loop when retrieving the list of products, and immediately knew it was
a mistake—i needed a PL/pgSQL function for that.

I still need to convert from string to float, however, when printing the
value to the user.  Because the string representation is in C, but i
need to format it according to the locale with golang/x/text.  That
package has the information of how to correctly format numbers, but it
is in an internal package that i can not use, and numbers.Digit only
accepts numeric types, not a string.
2023-02-05 13:55:12 +01:00
jordi fita mas 2799fdb8db Add companyURI for Go code too, not just templates 2023-02-04 10:43:42 +01:00
jordi fita mas 1ab48cfcbc Replace default router with github.com/julienschmidt/httprouter
I would fuck up handling URL parameters and this router has per-method
handlers, that are easier to work with, in some cases.
2023-02-03 12:30:56 +01:00
jordi fita mas 917db31227 Add cross-request forgery detection
I use the ten first digits of the cookie’s hash, that i believe it is
not a problem, has the advantage of not expiring until the user logs
out, and using a per user session token is explicitly allowed by
OWASP[0].

[0]: https://cheatsheetseries.owasp.org/cheatsheets/Cross-Site_Request_Forgery_Prevention_Cheat_Sheet.html#synchronizer-token-pattern
2023-02-02 11:39:34 +01:00
jordi fita mas 7a439a40cc Use a proper struct for the contact’s form
Our company is a kind-of contact, although it does not appear in the
contact section, thus i could embed the contact form inside the tax
details form to reuse all the common fields.
2023-02-01 14:34:40 +01:00
jordi fita mas 2883438157 Handle tax details and new tax forms with structs and validation
I implemented the Valuer and Scanner interfaces to InputField and
SelectField for better passing values between the database and Go.  I
had a conflict with the Value name and renamed the struct member to Val.

I also had to change the attributes array to be of type
template.HTMLAttr or html/template would replace `form="newtax"`
attribute to `zgotmplz="newtax"` because it deems it “unsafe”.  I do
not like having to use template.HTMLAttr when assigning values, but
i do not know what else i can do now.
2023-02-01 14:15:02 +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 666935b54c Add the tax relation with very rough form and handler 2023-01-28 14:18:58 +01:00
jordi fita mas 3b7d4e0d3e Add fieldset for currency in tax details page 2023-01-28 12:25:11 +01:00
jordi fita mas 0a58e2699e Use a select for company’s country field
At first we thought that a regular text field would do, because we were
afraid that a dropdown would be worse from the point of view of user
experience, but then we realized that we need the country code for VAT
and phone validation, and we can not expect users to input that, of
course.

I had to add the first “i18n table” to the database with the name of all
countries in both Catalan and Spanish and Catalan; English is the
default.  For now i think i do not need a view that would select the
name based on the locale of the current request, because currently i do
not plan on adding any other such table —the currency uses the code and
the symbol, thus no need for localization.

However, now i need the language tag from the locale in order to get the
correct translation, and gotext does not give me any way to access the
inner language.  Thus the need for our Locale type.
2023-01-27 21:30:14 +01:00
jordi fita mas 57d5137913 Allow users update their tax details 2023-01-27 01:08:03 +01:00
jordi fita mas 627841d4dd Add the company relation and read-only form to edit
I do not have more time to update the update to the company today, but i
believe this is already a good amount of work for a commit.

The company is going to be used for row level security, as users will
only have access to the data from companies they are granted access, by
virtue of being in the company_user relation.

I did not know how add a row level security policy to the company_user
because i needed the to select on the same relation and this is not
allowed, because it would create an infinite loop.

Had to add the vat, pg_libphonenumber, and uri extensions in order to
validate VAT identification numbers, phone numbers, and URIs,
repectively.  These libraries are not in Debian, but i created packages
for them all in https://dev.tandem.ws/tandem.
2023-01-24 21:46:07 +01:00