For the same reasons as with expenses[0], users are no longer expected
to manually set invoice status, and is now linked to their collections.
In this case, however, we had to remove the ‘sent’ and ‘unpaid’ status
options, because these _should_ only be set manually, as there is no
way for the application to know when to set them. Thus, there could
be inconsistencies, like invoices set to ‘unpaid’ when they actually
have collections, or invoices that were ‘sent’, then transitioned to
‘partial’/‘paid’ due to a collection, but then reset to ‘created’ if the
collection was deleted.
[0]: ac0143b2b0
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 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
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.
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.
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 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.
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.
The product search returns a list of products using its slug as the
“external key”, because i do not want people seeing the id in links,
and the search product list is just a different rendering of the product
index table.
However, now i had two almost identical select queries for product,
one using the product_id and the other its slug, the former intended for
the form to select products using checkboxes—the one non-JavaScript
users see—and the latter for the product search.
Using the slug in both forms i can now simplify the code and have a
single query.
With Oriol agreed that adding or editing invoices, products, and
contacts is not just a “user interruption” but the main flow of the
program, and, as such, it is not correct to use dialogs for these.
More importantly, it was harder to concentrate, specially with the more
involved form of invoices, because of all the “noise” behind the dialog.
I actually find more comfortable to select the product from the list
presented up until now, but this is mostly because i have very few
products and the list is not too long, so the idea is that with
JavaScript we will dynamically add an empty product row to the invoice
and then use the name field to search the product by name.
I have the feeling that i am doing something wrong because i ended up
with a lot of HTMx attribute for what i feel is not that much work,
but for now it will work.
I have added the `Is` field to `InputField` in order to include the `id`
attribute to the HTML element, because the HTMLAttributes are attached
to the `input`, not the `div`, and i felt like this one should also be
a custom element based on div, like all the others.
These is not yet any keyboard control to select the search results.
I am not happy with having the search of products in a different URL
than the index, specially since they use the exact same SQL query and
ProductFilter struct, but i did not know how else ask for a different
representation without resorting to the more complicated MIME types.
I was using the exact same form from edit and new pages of invoice,
which is not too bad considering it won’t change very often, but i now
want to be able to add new empty product lines with the add product
button, and i will need to have a template for that form, which would
mean a third copy.
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.
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.
This is because Oriol thinks that there may be cases where you want to
search invoices and such that have any of the selected labels, not all
of them, so we agreed on adding an option to choose.
The idea is that it will be a toggle, but this requires JavaScript and
this commit adds it as a dropdown as a first non-JavaScript step.
I use the same pattern as HTMx’s “Click to Edit” example[0], except that
my edit form is triggered by submit and by focus out of the tags input.
I could not, however, use the standard focus out event because it would
also trigger when removing a tag with the mouse, as for a moment the
remove button has the focus and the search input dispatches a bubbling
focusout. I had to resort to a custom event for that, but i am not
happy with it.
The autofocus attribute seems to do nothing in this case, so i need to
manually change the focus to the new input with JavaScript. However,
this means that i can not use the same input ID for all the forms
because getElementById would always return the first in document order,
changing the focus to that same element and automatically submit the
form due to focus out. That’s why in this form i append the invoice’s
slug to the input’s ID.
Finally, this is the first time i am using an HTMx-only solution and i
needed a way to return back just the HTML for the <td>, without <title>,
breadcrumbs, or <dialog>. In principle, the template would be the
“layout”, but then i would need to modify everything to check whether
the template file is empty, or something to that effect, so instead i
created a “standalone” template for these cases.
[0]: https://htmx.org/examples/click-to-edit/
This makes reload only the <main> portion of the page, instead of the
whole thing, which to me looks faster; haven’t really measured it.
Like with duplicate, i had to add the location query argument when
inside the view page in order to return back to the same page, not the
index.
Had to add a new hidden field to the form to know whether, when the
request is HTMx-triggered, to refresh the page, as i do when duplicating
from the index, or redirect the client to the new invoice’s view page,
but only if i was duplicating from that same page, not the index.
Since i now have to target main when redirecting to the view page, so
i had to add a location structure with the required json fields and all
that, when “refreshing” i actually tell HTMx to open the index page
again, which seems faster, now that i am used to boosted links.
Changed the invoice number field’s type to search to add the delete icon
on Chromium. Firefox does not add that icon, but i do not care; it is
still better that type="text".
Had to emit the change event to the numerus-tag field, otherwise the
form would not detect the change.
I also can not use keyup as a trigger because the changed modifier can
not be used in the <form>, as nothing ever changes, i do not know how to
trigger the form from children (i.e., data-hx-trigger on the <input>
does nothing), and i can not trigger for just any keyup, or i would
make the request even if they only moved the cursor with the arrow keys,
which is very confusing as Firefox resets the position (this may be due
the fact that i reload the whole <main>, but still).
Initially, this field was meant to be left almost always blank, except
for when we deleted invoiced and had to “replace” its number with a new
invoice; using the automatic numbering in this cas would not “fill in”
the missing number in the sequence.
However, we decide to not allow removing invoicer not edit their
numbers, therefore, if everything goes as planned, there should not be
any gap in the sequence, and that field is rendered useless.
Oriol suggested making it a read-only field, both for new and edit
forms, but i do not think it makes sense to have a field if you can not
edit it at all, specially in the new invoice dialog, where it would
always be blank. In the edit form we already show the number in the
title and breadcrumbs, thus no need for the read-only field as
reference.
I still keep a Number member to the form struct, but is now a string
(kind of “a read-only field”, in a way) and just to be written in the
title or breadcrumbs. I did not like the idea of adding a new SQL
query just for that value.
In this case i have to use the same id for the dialog content in all
pages because, for now, there are a couple of forms that need to replace
it on submit—the new/edit form and the product selection form.
Unfortunately, HTMx does not have support for `formaction` attribute at
this point, so i had to use the workaround described in [0].
[0] https://github.com/bigskysoftware/htmx/issues/623
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.
We agreed with Oriol that this link would only serve to confuse people.
I initially added the link because i thought it was a shame to have to
navigate to the contact section to look or change the info of a customer
that you have an invoice for in front of you. However, it makes little
sense to be able to edit the contact from both sections, and we do not
have a “view page” for contacts to link to, thus the removal.
This is more or less the same as a multiselect, except that now it
adds a list of string element that you write into the search element.
It is supposed to fetch a list of tag suggestions from the server, but i
have not implemented it yet.
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.
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.
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.
jordi fita mas
oriol carbonell pujolàs