mirror of
https://github.com/mayswind/ezbookkeeping.git
synced 2026-05-15 23:47:33 +08:00
Feature - Add support for a fiscal year period defined in user settings.
* 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>
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mayswind
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commit
b94dc8eb83
@@ -0,0 +1,112 @@
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<template>
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<f7-sheet swipe-to-close swipe-handler=".swipe-handler" class="fiscal-year-start-selection-sheet" style="height:auto"
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:opened="show" @sheet:open="onSheetOpen" @sheet:closed="onSheetClosed">
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<f7-toolbar>
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<div class="swipe-handler"></div>
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<div class="left">
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<f7-link :text="tt('Clear')" @click="clear"></f7-link>
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</div>
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<div class="right">
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<f7-link :text="tt('Done')" @click="confirm"></f7-link>
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</div>
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</f7-toolbar>
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<f7-page-content>
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<div class="block block-outline no-margin no-padding">
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<vue-date-picker inline auto-apply hide-offset-dates disable-year-select
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month-name-format="long"
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model-type="MM-dd"
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six-weeks="center"
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class="justify-content-center"
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:enable-time-picker="false"
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:clearable="true"
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:dark="isDarkMode"
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:week-start="firstDayOfWeek"
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:day-names="dayNames"
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:disabled-dates="disabledDates"
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:start-date="selectedDate"
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v-model="selectedDate">
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<template #month="{ text }">
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{{ getMonthShortName(text) }}
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</template>
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<template #month-overlay-value="{ text }">
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{{ getMonthShortName(text) }}
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</template>
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</vue-date-picker>
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</div>
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</f7-page-content>
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</f7-sheet>
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</template>
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<script setup lang="ts">
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import { computed, ref } from 'vue';
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import { useI18n } from '@/locales/helpers.ts';
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import { useEnvironmentsStore } from '@/stores/environment.ts';
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import {
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type FiscalYearStartSelectionBaseProps,
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type FiscalYearStartSelectionBaseEmits,
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useFiscalYearStartSelectionBase
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} from '@/components/base/FiscalYearStartSelectionBase.ts';
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interface FiscalYearStartSelectionSheetProps extends FiscalYearStartSelectionBaseProps {
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clearable?: boolean;
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disabled?: boolean;
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label?: string;
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readonly?: boolean;
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show: boolean;
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title?: string;
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}
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const props = defineProps<FiscalYearStartSelectionSheetProps>();
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interface FiscalYearStartSelectionSheetEmits extends FiscalYearStartSelectionBaseEmits {
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(e: 'update:show', value: boolean): void;
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(e: 'update:title', value: string): void;
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}
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const emit = defineEmits<FiscalYearStartSelectionSheetEmits>();
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const { tt, getMonthShortName, getCurrentFiscalYearStartFormatted } = useI18n();
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const environmentsStore = useEnvironmentsStore();
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const {
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dayNames,
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disabledDates,
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firstDayOfWeek,
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getDateStringToModelValue,
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getModelValueToDateString,
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selectedDisplayName,
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} = useFiscalYearStartSelectionBase(props, emit);
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const isDarkMode = computed<boolean>(() => environmentsStore.framework7DarkMode || false);
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const selectedDate = ref<string>(getModelValueToDateString());
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function onSheetOpen(): void {
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selectedDate.value = getModelValueToDateString();
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}
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function onSheetClosed(): void {
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emit('update:show', false);
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}
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function clear(): void {
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selectedDate.value = getCurrentFiscalYearStartFormatted();
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}
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function confirm(): void {
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emit('update:modelValue', getDateStringToModelValue(selectedDate.value));
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emit('update:show', false);
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emit('update:title', selectedDisplayName(selectedDate.value));
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}
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</script>
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<style>
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.fiscal-year-start-selection-sheet .dp__menu {
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border: 0;
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}
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</style>
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@@ -106,7 +106,8 @@ import {
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import {
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getYearMonthFirstUnixTime,
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getYearMonthLastUnixTime,
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getDateTypeByDateRange
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getDateTypeByDateRange,
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getFiscalYearFromUnixTime
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} from '@/lib/datetime.ts';
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import {
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sortStatisticsItems
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@@ -147,7 +148,7 @@ const emit = defineEmits<{
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(e: 'click', value: TrendsBarChartClickEvent): void;
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}>();
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const { tt, formatUnixTimeToShortYear, formatYearQuarter, formatUnixTimeToShortYearMonth, formatAmountWithCurrency } = useI18n();
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const { tt, formatUnixTimeToShortYear, formatYearQuarter, formatUnixTimeToShortYearMonth, formatUnixTimeToFiscalYear, formatYearToFiscalYear, formatAmountWithCurrency } = useI18n();
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const { allDateRanges, getItemName, getColor } = useTrendsChartBase(props);
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const userStore = useUserStore();
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@@ -188,6 +189,12 @@ const allDisplayDataItems = computed<TrendsBarChartData>(() => {
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if (props.dateAggregationType === ChartDateAggregationType.Year.type) {
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dateRangeKey = dataItem.year.toString();
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} else if (props.dateAggregationType === ChartDateAggregationType.FiscalYear.type) {
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const fiscalYear = getFiscalYearFromUnixTime(
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getYearMonthFirstUnixTime({ year: dataItem.year, month: dataItem.month }),
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props.fiscalYearStart
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);
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dateRangeKey = formatYearToFiscalYear(fiscalYear);
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} else if (props.dateAggregationType === ChartDateAggregationType.Quarter.type) {
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dateRangeKey = `${dataItem.year}-${Math.floor((dataItem.month - 1) / 3) + 1}`;
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} else { // if (props.dateAggregationType === ChartDateAggregationType.Month.type) {
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@@ -218,6 +225,8 @@ const allDisplayDataItems = computed<TrendsBarChartData>(() => {
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if (props.dateAggregationType === ChartDateAggregationType.Year.type) {
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dateRangeKey = dateRange.year.toString();
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} else if (props.dateAggregationType === ChartDateAggregationType.FiscalYear.type) {
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dateRangeKey = formatYearToFiscalYear(dateRange.year);
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} else if (props.dateAggregationType === ChartDateAggregationType.Quarter.type && 'quarter' in dateRange) {
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dateRangeKey = `${dateRange.year}-${dateRange.quarter}`;
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} else if (props.dateAggregationType === ChartDateAggregationType.Month.type && 'month' in dateRange) {
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@@ -228,6 +237,8 @@ const allDisplayDataItems = computed<TrendsBarChartData>(() => {
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if (props.dateAggregationType === ChartDateAggregationType.Year.type) {
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displayDateRange = formatUnixTimeToShortYear(dateRange.minUnixTime);
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} else if (props.dateAggregationType === ChartDateAggregationType.FiscalYear.type) {
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displayDateRange = formatUnixTimeToFiscalYear(dateRange.minUnixTime);
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} else if (props.dateAggregationType === ChartDateAggregationType.Quarter.type && 'quarter' in dateRange) {
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displayDateRange = formatYearQuarter(dateRange.year, dateRange.quarter);
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} else { // if (props.dateAggregationType === ChartDateAggregationType.Month.type) {
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@@ -321,7 +332,7 @@ function clickItem(item: TrendsBarChartDataItem): void {
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}
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}
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const dateRangeType = getDateTypeByDateRange(minUnixTime, maxUnixTime, userStore.currentUserFirstDayOfWeek, DateRangeScene.Normal);
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const dateRangeType = getDateTypeByDateRange(minUnixTime, maxUnixTime, userStore.currentUserFirstDayOfWeek, userStore.currentUserFiscalYearStart, DateRangeScene.Normal);
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emit('click', {
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itemId: itemId,
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