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.
It is common to want to enumerate in a description, for instance when
adding specifications for a hosting, and that enumeration should be
formatted as the user wrote, otherwise it becomes useless.
Closes#94.
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.
I mistakenly thought that <small> was de inverse of the deprecated <big>
element, but apparently it is for small-print text and such, thus suited
for this case.
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
There are no sales yet in Numerus, and having that summary there
confuses people.
He left the space there, without any text or background color, to
maintain the position of the rest.
Closes#87.
This is mainly to be able to stylize them using CSS; the current style
i set i just a placeholder to check that it works as expected.
Most of these links needs to check for the URI’s prefix, because they
are links to a whole section, but the first link must check for the
exact match, otherwise it would match every other URI, as all of them
start with /company/{uuid}.
The server does not return the markup for the top navigation when usin
HTMx, though, hence i have to change the current class using JavaScript.
I am not sure if the correct value for aria-current is “page” when the
link is not for the actual page the user is currently in, like when is
in the new quote page, but it seems to be the most appropriate value
from the enumeration given in the specifications, except, perhaps, for
the “location” value, but i was unable to find any example of that value
anywhere.
Part of #89.
I use customized built-in components, extended from any HTML elements
(e.g., HTMLDivElement), for product search, multiselect, and tags input
fields. The idea is that people that without JavaScript could still use
the regular, non-customized, inputs.
It turns out, this does not work so well: the CSS assumes that
JavaScript is enabled, and web components supported by the browser. If
one of these fails, then the controls are unusable—the multiselect is
too short, and the tags field accepts invalid characters that the
backend does not validate until it fails with a database error.
We discovered this because Apple does not implement customized built-in
components[0], hence it does not use my JavaScript code and forms,
the expenses forms in particular, are almost useless.
The way to fix this is to replace the regular inputs with autonomous
web components, extended from HTMLElement, using JavaScript, because
it would only do so with JavaScript enabled, and the CSS style would
only apply to these components, not the regular input fields.
However, currently i do not have time to do the proper fix, and have
to use a polyfill for Safari to support customized built-in components.
Shame.
[0]: https://lists.w3.org/Archives/Public/public-webapps/2013OctDec/0801.html
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
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.
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.
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.
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.
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
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.
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.
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
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.
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.
jordi fita mas
oriol carbonell pujolàs