numerus/pkg/expenses.go

702 lines
21 KiB
Go

package pkg
import (
"context"
"fmt"
"github.com/julienschmidt/httprouter"
"html/template"
"math"
"net/http"
"strconv"
"strings"
"time"
)
type ExpenseEntry struct {
ID int
Slug string
InvoiceDate time.Time
InvoiceNumber string
Amount string
Taxes map[string]string
Total string
InvoicerName string
OriginalFileName string
Tags []string
Status string
StatusLabel string
}
type expensesIndexPage struct {
Expenses []*ExpenseEntry
SumAmount string
SumTaxes map[string]string
SumTotal string
Filters *expenseFilterForm
TaxClasses []string
ExpenseStatuses map[string]string
}
func IndexExpenses(w http.ResponseWriter, r *http.Request, _ httprouter.Params) {
conn := getConn(r)
locale := getLocale(r)
company := mustGetCompany(r)
filters := newExpenseFilterForm(r.Context(), conn, locale, company)
if err := filters.Parse(r); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
page := &expensesIndexPage{
Expenses: mustCollectExpenseEntries(r.Context(), conn, locale, filters),
ExpenseStatuses: mustCollectExpenseStatuses(r.Context(), conn, locale),
TaxClasses: mustCollectTaxClasses(r.Context(), conn, company),
Filters: filters,
}
page.mustComputeExpensesTotalAmount(r.Context(), conn, filters)
mustRenderMainTemplate(w, r, "expenses/index.gohtml", page)
}
func mustCollectExpenseEntries(ctx context.Context, conn *Conn, locale *Locale, filters *expenseFilterForm) []*ExpenseEntry {
where, args := filters.BuildQuery([]interface{}{locale.Language.String()})
rows := conn.MustQuery(ctx, fmt.Sprintf(`
select expense_id
, expense.slug
, invoice_date
, invoice_number
, to_price(expense.amount, decimal_digits) as amount
, array_agg(array[tax_class.name, to_price(coalesce(expense_tax.amount, 0), decimal_digits)]) filter (where tax_class.name is not null)
, to_price(expense.amount + coalesce(sum(expense_tax.amount)::integer, 0), decimal_digits) as total
, contact.name
, coalesce(attachment.original_filename, '')
, expense.tags
, expense.expense_status
, esi18n.name
from expense
left join expense_attachment as attachment using (expense_id)
left join expense_tax_amount as expense_tax using (expense_id)
left join tax using (tax_id)
left join tax_class using (tax_class_id)
join contact using (contact_id)
join expense_status_i18n esi18n on expense.expense_status = esi18n.expense_status and esi18n.lang_tag = $1
join currency using (currency_code)
where (%s)
group by expense_id
, expense.slug
, invoice_date
, invoice_number
, expense.amount
, decimal_digits
, contact.name
, attachment.original_filename
, expense.tags
, expense.expense_status
, esi18n.name
order by invoice_date desc, contact.name, total desc
`, where), args...)
defer rows.Close()
var entries []*ExpenseEntry
for rows.Next() {
entry := &ExpenseEntry{
Taxes: make(map[string]string),
}
var taxes [][]string
if err := rows.Scan(&entry.ID, &entry.Slug, &entry.InvoiceDate, &entry.InvoiceNumber, &entry.Amount, &taxes, &entry.Total, &entry.InvoicerName, &entry.OriginalFileName, &entry.Tags, &entry.Status, &entry.StatusLabel); err != nil {
panic(err)
}
for _, tax := range taxes {
entry.Taxes[tax[0]] = tax[1]
}
entries = append(entries, entry)
}
if rows.Err() != nil {
panic(rows.Err())
}
return entries
}
func mustCollectExpenseStatuses(ctx context.Context, conn *Conn, locale *Locale) map[string]string {
rows := conn.MustQuery(ctx, `
select expense_status.expense_status
, esi18n.name
from expense_status
join expense_status_i18n esi18n using(expense_status)
where esi18n.lang_tag = $1
order by expense_status`, locale.Language.String())
defer rows.Close()
statuses := map[string]string{}
for rows.Next() {
var key, name string
if err := rows.Scan(&key, &name); err != nil {
panic(err)
}
statuses[key] = name
}
if rows.Err() != nil {
panic(rows.Err())
}
return statuses
}
func (page *expensesIndexPage) mustComputeExpensesTotalAmount(ctx context.Context, conn *Conn, filters *expenseFilterForm) {
where, args := filters.BuildQuery(nil)
row := conn.QueryRow(ctx, fmt.Sprintf(`
select to_price(sum(subtotal)::integer, decimal_digits)
, to_price(sum(subtotal + taxes)::integer, decimal_digits)
from (
select expense_id
, expense.amount as subtotal
, coalesce(sum(tax.amount)::integer, 0) as taxes
, currency_code
from expense
left join expense_tax_amount as tax using (expense_id)
where (%s)
group by expense_id
, expense.amount
, currency_code
) as expense
join currency using (currency_code)
group by decimal_digits
`, where), args...)
if notFoundErrorOrPanic(row.Scan(&page.SumAmount, &page.SumTotal)) {
page.SumAmount = "0.0"
page.SumTotal = "0.0"
}
row = conn.QueryRow(ctx, fmt.Sprintf(`
select array_agg(array[tax_class_name, to_price(coalesce(tax_amount, 0), decimal_digits)]) filter (where tax_class_name is not null)
from (
select tax_class.name as tax_class_name
, coalesce(sum(expense_tax.amount)::integer, 0) as tax_amount
, currency_code
from expense
left join expense_tax_amount as expense_tax using (expense_id)
left join tax using (tax_id)
left join tax_class using (tax_class_id)
where (%s)
group by tax_class.name
, currency_code
) as tax
join currency using (currency_code)
group by decimal_digits
`, where), args...)
var taxes [][]string
if notFoundErrorOrPanic(row.Scan(&taxes)) {
// well, nothing to do
}
page.SumTaxes = make(map[string]string)
for _, tax := range taxes {
page.SumTaxes[tax[0]] = tax[1]
}
}
func mustCollectTaxClasses(ctx context.Context, conn *Conn, company *Company) []string {
rows := conn.MustQuery(ctx, "select name from tax_class where company_id = $1", company.Id)
defer rows.Close()
var taxClasses []string
for rows.Next() {
var taxClass string
if err := rows.Scan(&taxClass); err != nil {
panic(err)
}
taxClasses = append(taxClasses, taxClass)
}
return taxClasses
}
func ServeExpenseForm(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
locale := getLocale(r)
conn := getConn(r)
company := mustGetCompany(r)
form := newExpenseForm(r.Context(), conn, locale, company)
slug := params[0].Value
if slug == "new" {
w.WriteHeader(http.StatusOK)
form.InvoiceDate.Val = time.Now().Format("2006-01-02")
mustRenderNewExpenseForm(w, r, form)
return
}
if !ValidUuid(slug) {
http.NotFound(w, r)
return
}
if !form.MustFillFromDatabase(r.Context(), conn, slug) {
http.NotFound(w, r)
return
}
w.WriteHeader(http.StatusOK)
mustRenderEditExpenseForm(w, r, slug, form)
}
func mustRenderNewExpenseForm(w http.ResponseWriter, r *http.Request, form *expenseForm) {
locale := getLocale(r)
form.Invoicer.EmptyLabel = gettext("Select a contact.", locale)
page := newNewExpensePage(form, r)
mustRenderMainTemplate(w, r, "expenses/new.gohtml", page)
}
type newExpensePage struct {
Form *expenseForm
Taxes [][]string
Total string
}
func newNewExpensePage(form *expenseForm, r *http.Request) *newExpensePage {
page := &newExpensePage{
Form: form,
}
conn := getConn(r)
company := mustGetCompany(r)
err := conn.QueryRow(r.Context(), "select taxes, total from compute_new_expense_amount($1, $2, $3)", company.Id, form.Amount, form.Tax.Selected).Scan(&page.Taxes, &page.Total)
if err != nil {
panic(err)
}
return page
}
func mustRenderEditExpenseForm(w http.ResponseWriter, r *http.Request, slug string, form *expenseForm) {
page := &editExpensePage{
newNewExpensePage(form, r),
slug,
}
mustRenderMainTemplate(w, r, "expenses/edit.gohtml", page)
}
type editExpensePage struct {
*newExpensePage
Slug string
}
type expenseForm struct {
locale *Locale
company *Company
Invoicer *SelectField
InvoiceNumber *InputField
InvoiceDate *InputField
Tax *SelectField
Amount *InputField
File *FileField
Tags *TagsField
}
func newExpenseForm(ctx context.Context, conn *Conn, locale *Locale, company *Company) *expenseForm {
triggerRecompute := template.HTMLAttr(`data-hx-on="change: this.dispatchEvent(new CustomEvent('recompute', {bubbles: true}))"`)
return &expenseForm{
locale: locale,
company: company,
Invoicer: &SelectField{
Name: "invoicer",
Label: pgettext("input", "Contact", locale),
Required: true,
Options: mustGetContactOptions(ctx, conn, company),
},
InvoiceNumber: &InputField{
Name: "invoice_number",
Label: pgettext("input", "Invoice number", locale),
Type: "text",
},
InvoiceDate: &InputField{
Name: "invoice_date",
Label: pgettext("input", "Invoice Date", locale),
Required: true,
Type: "date",
},
Tax: &SelectField{
Name: "tax",
Label: pgettext("input", "Taxes", locale),
Multiple: true,
Options: mustGetTaxOptions(ctx, conn, company),
Attributes: []template.HTMLAttr{
triggerRecompute,
},
},
Amount: &InputField{
Name: "amount",
Label: pgettext("input", "Amount", locale),
Type: "number",
Required: true,
Attributes: []template.HTMLAttr{
triggerRecompute,
`min="0"`,
template.HTMLAttr(fmt.Sprintf(`step="%v"`, company.MinCents())),
},
},
File: &FileField{
Name: "file",
Label: pgettext("input", "File", locale),
MaxSize: 1 << 20,
},
Tags: &TagsField{
Name: "tags",
Label: pgettext("input", "Tags", locale),
},
}
}
func mustGetExpenseStatusOptions(ctx context.Context, conn *Conn, locale *Locale) []*SelectOption {
return MustGetOptions(ctx, conn, `
select expense_status.expense_status
, esi18n.name
from expense_status
join expense_status_i18n esi18n using(expense_status)
where esi18n.lang_tag = $1
order by expense_status`, locale.Language.String())
}
func (form *expenseForm) Parse(r *http.Request) error {
if err := r.ParseMultipartForm(form.File.MaxSize); err != nil {
return err
}
form.Invoicer.FillValue(r)
form.InvoiceNumber.FillValue(r)
form.InvoiceDate.FillValue(r)
form.Tax.FillValue(r)
form.Amount.FillValue(r)
if err := form.File.FillValue(r); err != nil {
return err
}
form.Tags.FillValue(r)
return nil
}
func (form *expenseForm) Validate() bool {
validator := newFormValidator()
validator.CheckValidSelectOption(form.Invoicer, gettext("Selected contact is not valid.", form.locale))
validator.CheckValidDate(form.InvoiceDate, gettext("Invoice date must be a valid date.", form.locale))
validator.CheckValidSelectOption(form.Tax, gettext("Selected tax is not valid.", form.locale))
validator.CheckAtMostOneOfEachGroup(form.Tax, gettext("You can only select a tax of each class.", form.locale))
if validator.CheckRequiredInput(form.Amount, gettext("Amount can not be empty.", form.locale)) {
validator.CheckValidDecimal(form.Amount, form.company.MinCents(), math.MaxFloat64, gettext("Amount must be a number greater than zero.", form.locale))
}
return validator.AllOK()
}
func (form *expenseForm) MustFillFromDatabase(ctx context.Context, conn *Conn, slug string) bool {
if notFoundErrorOrPanic(conn.QueryRow(ctx, `
select contact_id
, invoice_number
, invoice_date
, to_price(amount, decimal_digits)
, array_agg(tax_id) filter ( where tax_id is not null )
, tags
from expense
left join expense_tax using (expense_id)
join currency using (currency_code)
where expense.slug = $1
group by contact_id
, invoice_number
, invoice_date
, amount
, decimal_digits
, tags
`, slug).Scan(
form.Invoicer,
form.InvoiceNumber,
form.InvoiceDate,
form.Amount,
form.Tax,
form.Tags)) {
return false
}
if len(form.Tax.Selected) == 1 && form.Tax.Selected[0] == "" {
form.Tax.Selected = nil
}
return true
}
func HandleUpdateExpense(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
conn := getConn(r)
locale := getLocale(r)
company := mustGetCompany(r)
form := newExpenseForm(r.Context(), conn, locale, company)
if err := form.Parse(r); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
if err := verifyCsrfTokenValid(r); err != nil {
http.Error(w, err.Error(), http.StatusForbidden)
return
}
slug := params[0].Value
if !ValidUuid(slug) {
http.NotFound(w, r)
return
}
if !form.Validate() {
w.WriteHeader(http.StatusUnprocessableEntity)
mustRenderEditExpenseForm(w, r, slug, form)
return
}
taxes := mustSliceAtoi(form.Tax.Selected)
if found := conn.MustGetText(r.Context(), "", "select edit_expense($1, $2, $3, $4, $5, $6, $7)", slug, form.InvoiceDate, form.Invoicer, form.InvoiceNumber, form.Amount, taxes, form.Tags); found == "" {
http.NotFound(w, r)
return
}
if len(form.File.Content) > 0 {
conn.MustQuery(r.Context(), "select attach_to_expense($1, $2, $3, $4)", slug, form.File.OriginalFileName, form.File.ContentType, form.File.Content)
}
htmxRedirect(w, r, companyURI(company, "/expenses"))
}
type expenseFilterForm struct {
locale *Locale
company *Company
Contact *SelectField
InvoiceNumber *InputField
FromDate *InputField
ToDate *InputField
ExpenseStatus *SelectField
Tags *TagsField
TagsCondition *ToggleField
}
func newExpenseFilterForm(ctx context.Context, conn *Conn, locale *Locale, company *Company) *expenseFilterForm {
return &expenseFilterForm{
locale: locale,
company: company,
Contact: &SelectField{
Name: "contact",
Label: pgettext("input", "Contact", locale),
EmptyLabel: gettext("All contacts", locale),
Options: mustGetContactOptions(ctx, conn, company),
},
InvoiceNumber: &InputField{
Name: "number",
Label: pgettext("input", "Invoice Number", locale),
Type: "search",
},
FromDate: &InputField{
Name: "from_date",
Label: pgettext("input", "From Date", locale),
Type: "date",
},
ToDate: &InputField{
Name: "to_date",
Label: pgettext("input", "To Date", locale),
Type: "date",
},
Tags: &TagsField{
Name: "tags",
Label: pgettext("input", "Tags", locale),
},
ExpenseStatus: &SelectField{
Name: "expense_status",
Label: pgettext("input", "Expense Status", locale),
EmptyLabel: gettext("All status", locale),
Options: mustGetExpenseStatusOptions(ctx, conn, locale),
},
TagsCondition: &ToggleField{
Name: "tags_condition",
Label: pgettext("input", "Tags Condition", locale),
Selected: "and",
FirstOption: &ToggleOption{
Value: "and",
Label: pgettext("tag condition", "All", locale),
Description: gettext("Invoices must have all the specified labels.", locale),
},
SecondOption: &ToggleOption{
Value: "or",
Label: pgettext("tag condition", "Any", locale),
Description: gettext("Invoices must have at least one of the specified labels.", locale),
},
},
}
}
func (form *expenseFilterForm) Parse(r *http.Request) error {
if err := r.ParseForm(); err != nil {
return err
}
form.Contact.FillValue(r)
form.InvoiceNumber.FillValue(r)
form.FromDate.FillValue(r)
form.ToDate.FillValue(r)
form.ExpenseStatus.FillValue(r)
form.Tags.FillValue(r)
form.TagsCondition.FillValue(r)
return nil
}
func (form *expenseFilterForm) HasValue() bool {
return form.Contact.HasValue() ||
form.InvoiceNumber.HasValue() ||
form.FromDate.HasValue() ||
form.ToDate.HasValue() ||
form.ExpenseStatus.HasValue() ||
form.Tags.HasValue()
}
func (form *expenseFilterForm) BuildQuery(args []interface{}) (string, []interface{}) {
var where []string
appendWhere := func(expression string, value interface{}) {
args = append(args, value)
where = append(where, fmt.Sprintf(expression, len(args)))
}
maybeAppendWhere := func(expression string, value string, conv func(string) interface{}) {
if value != "" {
if conv == nil {
appendWhere(expression, value)
} else {
appendWhere(expression, conv(value))
}
}
}
appendWhere("expense.company_id = $%d", form.company.Id)
maybeAppendWhere("contact_id = $%d", form.Contact.String(), func(v string) interface{} {
customerId, _ := strconv.Atoi(form.Contact.Selected[0])
return customerId
})
maybeAppendWhere("expense.expense_status = $%d", form.ExpenseStatus.String(), nil)
maybeAppendWhere("invoice_number = $%d", form.InvoiceNumber.String(), nil)
maybeAppendWhere("invoice_date >= $%d", form.FromDate.String(), nil)
maybeAppendWhere("invoice_date <= $%d", form.ToDate.String(), nil)
if len(form.Tags.Tags) > 0 {
if form.TagsCondition.Selected == "and" {
appendWhere("expense.tags @> $%d", form.Tags)
} else {
appendWhere("expense.tags && $%d", form.Tags)
}
}
return strings.Join(where, ") AND ("), args
}
func ServeEditExpenseTags(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
serveTagsEditForm(w, r, params, "/expenses/", "select tags from expense where slug = $1")
}
func HandleUpdateExpenseTags(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
handleUpdateTags(w, r, params, "/expenses/", "update expense set tags = $1 where slug = $2 returning slug")
}
func ServeExpenseAttachment(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
serveAttachment(w, r, params, `
select mime_type
, content
from expense
join expense_attachment using (expense_id)
where slug = $1
`)
}
func HandleEditExpenseAction(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
slug := params[0].Value
switch slug {
case "batch":
HandleBatchExpenseAction(w, r, params)
default:
if !ValidUuid(slug) {
http.NotFound(w, r)
return
}
actionUri := fmt.Sprintf("/invoices/%s/edit", slug)
handleExpenseAction(w, r, actionUri, func(w http.ResponseWriter, r *http.Request, form *expenseForm) {
mustRenderEditExpenseForm(w, r, slug, form)
})
}
}
func HandleNewExpenseAction(w http.ResponseWriter, r *http.Request, params httprouter.Params) {
handleExpenseAction(w, r, "/expenses", mustRenderNewExpenseForm)
}
type renderExpenseFormFunc func(w http.ResponseWriter, r *http.Request, form *expenseForm)
func handleExpenseAction(w http.ResponseWriter, r *http.Request, action string, renderForm renderExpenseFormFunc) {
locale := getLocale(r)
conn := getConn(r)
company := mustGetCompany(r)
form := newExpenseForm(r.Context(), conn, locale, company)
if err := form.Parse(r); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
if err := verifyCsrfTokenValid(r); err != nil {
http.Error(w, err.Error(), http.StatusForbidden)
return
}
actionField := r.Form.Get("action")
switch actionField {
case "update":
// Nothing else to do
w.WriteHeader(http.StatusOK)
renderForm(w, r, form)
case "add":
if !form.Validate() {
w.WriteHeader(http.StatusUnprocessableEntity)
renderForm(w, r, form)
return
}
taxes := mustSliceAtoi(form.Tax.Selected)
slug := conn.MustGetText(r.Context(), "", "select add_expense($1, $2, $3, $4, $5, $6, $7)", company.Id, form.InvoiceDate, form.Invoicer, form.InvoiceNumber, form.Amount, taxes, form.Tags)
if len(form.File.Content) > 0 {
conn.MustQuery(r.Context(), "select attach_to_expense($1, $2, $3, $4)", slug, form.File.OriginalFileName, form.File.ContentType, form.File.Content)
}
htmxRedirect(w, r, companyURI(company, action))
default:
http.Error(w, gettext("Invalid action", locale), http.StatusBadRequest)
}
}
func HandleBatchExpenseAction(w http.ResponseWriter, r *http.Request, _ httprouter.Params) {
if err := r.ParseForm(); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
if err := verifyCsrfTokenValid(r); err != nil {
http.Error(w, err.Error(), http.StatusForbidden)
return
}
locale := getLocale(r)
switch r.Form.Get("action") {
case "export":
conn := getConn(r)
company := getCompany(r)
filters := newExpenseFilterForm(r.Context(), conn, locale, company)
if err := filters.Parse(r); err != nil {
http.Error(w, err.Error(), http.StatusBadRequest)
return
}
entries := mustCollectExpenseEntries(r.Context(), conn, locale, filters)
vatin := mustCollectExpenseEntriesVATIN(r.Context(), conn, entries)
taxes := mustCollectExpenseEntriesTaxes(r.Context(), conn, entries)
taxColumns := mustCollectTaxColumns(r.Context(), conn, company)
ods := mustWriteExpensesOds(entries, vatin, taxes, taxColumns, locale, company)
writeOdsResponse(w, ods, gettext("expenses.ods", locale))
default:
http.Error(w, gettext("Invalid action", locale), http.StatusBadRequest)
}
}
func mustCollectExpenseEntriesTaxes(ctx context.Context, conn *Conn, entries []*ExpenseEntry) map[int]taxMap {
ids := mustMakeIDArray(entries, func(entry *ExpenseEntry) int {
return entry.ID
})
return mustMakeTaxMap(ctx, conn, ids, `
select expense_id
, tax_id
, to_price(tax.amount, decimal_digits)
from expense_tax_amount as tax
join expense using (expense_id)
join currency using (currency_code)
where expense_id = any ($1)
`)
}
func mustCollectExpenseEntriesVATIN(ctx context.Context, conn *Conn, entries []*ExpenseEntry) map[int]string {
ids := mustMakeIDArray(entries, func(entry *ExpenseEntry) int {
return entry.ID
})
return mustMakeVATINMap(ctx, conn, ids, `
select expense_id
, vatin::text
from contact_tax_details as tax
join expense using (contact_id)
where expense_id = any ($1)
`)
}