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Feature - Add support for a fiscal year period defined in user settings.

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* Add "This fiscal year", "Last fiscal year" as date range options in Transaction Details to filter transactions to those periods
* Add fiscal year ranges to Statistics & Trend Analysis
* Add "fiscal year start date" to user profile settings, allowing the user to select any date of the calendar year as the start of the fiscal year
* Add "fiscal year format" to user profile settings, allowing the user to specify how financial year date labels should appear

Implementation notes:
* The default fiscal year start is January 1 and the default fiscal year display format is "FY 2025"
* Fiscal year start date (month number & day number) are stored together in db as a uint16, high byte & low byte respectively
* February 29 is disallowed as a fiscal year start date, since it is never used as a convention in any country
* Jest is added to the project as a dev dependency, for unit tests in frontend

Signed-off-by: Sebastian Reategui <seb.reategui@gmail.com>
This commit is contained in:
Sebastian Reategui
2025-06-05 12:36:46 +10:00
committed by mayswind
parent 70eea8ff33
commit b94dc8eb83
42 changed files with 3417 additions and 105 deletions
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pkg/services/users.go
+8
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@@ -289,6 +289,10 @@ func (s *UserService) UpdateUser(c core.Context, user *models.User, modifyUserLa
updateCols = append(updateCols, "first_day_of_week")
}
if core.FISCAL_YEAR_START_MIN <= user.FiscalYearStart && core.FISCAL_YEAR_START_MAX >= user.FiscalYearStart {
updateCols = append(updateCols, "fiscal_year_start")
}
if core.LONG_DATE_FORMAT_DEFAULT <= user.LongDateFormat && user.LongDateFormat <= core.LONG_DATE_FORMAT_D_M_YYYY {
updateCols = append(updateCols, "long_date_format")
}
@@ -305,6 +309,10 @@ func (s *UserService) UpdateUser(c core.Context, user *models.User, modifyUserLa
updateCols = append(updateCols, "short_time_format")
}
if core.FISCAL_YEAR_FORMAT_DEFAULT <= user.FiscalYearFormat && user.FiscalYearFormat <= core.FISCAL_YEAR_FORMAT_ENDYY {
updateCols = append(updateCols, "fiscal_year_format")
}
if core.DECIMAL_SEPARATOR_DEFAULT <= user.DecimalSeparator && user.DecimalSeparator <= core.DECIMAL_SEPARATOR_COMMA {
updateCols = append(updateCols, "decimal_separator")
}