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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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src/lib/statistics.ts
+6 -2
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@@ -1,4 +1,5 @@
import type { YearMonth, YearUnixTime, YearQuarterUnixTime, YearMonthUnixTime } from '@/core/datetime.ts';
import type { FiscalYearUnixTime } from '@/core/fiscalyear.ts';
import { ChartSortingType, ChartDateAggregationType } from '@/core/statistics.ts';
import type {
YearMonthItems,
@@ -8,7 +9,8 @@ import type {
import {
getAllMonthsStartAndEndUnixTimes,
getAllQuartersStartAndEndUnixTimes,
getAllYearsStartAndEndUnixTimes
getAllYearsStartAndEndUnixTimes,
getAllFiscalYearsStartAndEndUnixTimes
} from '@/lib/datetime.ts';
export function sortStatisticsItems<T extends SortableTransactionStatisticDataItem>(items: T[], sortingType: number): void {
@@ -46,7 +48,7 @@ export function sortStatisticsItems<T extends SortableTransactionStatisticDataIt
}
}
export function getAllDateRanges<T extends YearMonth>(items: YearMonthItems<T>[], startYearMonth: YearMonth | string, endYearMonth: YearMonth | string, dateAggregationType: number): YearUnixTime[] | YearQuarterUnixTime[] | YearMonthUnixTime[] {
export function getAllDateRanges<T extends YearMonth>(items: YearMonthItems<T>[], startYearMonth: YearMonth | string, endYearMonth: YearMonth | string, fiscalYearStart: number, dateAggregationType: number): YearUnixTime[] | YearQuarterUnixTime[] | YearMonthUnixTime[] | FiscalYearUnixTime[] {
if ((!startYearMonth || !endYearMonth) && items && items.length) {
let minYear = Number.MAX_SAFE_INTEGER, minMonth = Number.MAX_SAFE_INTEGER, maxYear = 0, maxMonth = 0;
@@ -78,6 +80,8 @@ export function getAllDateRanges<T extends YearMonth>(items: YearMonthItems<T>[]
if (dateAggregationType === ChartDateAggregationType.Year.type) {
return getAllYearsStartAndEndUnixTimes(startYearMonth, endYearMonth);
} else if (dateAggregationType === ChartDateAggregationType.FiscalYear.type) {
return getAllFiscalYearsStartAndEndUnixTimes(startYearMonth, endYearMonth, fiscalYearStart);
} else if (dateAggregationType === ChartDateAggregationType.Quarter.type) {
return getAllQuartersStartAndEndUnixTimes(startYearMonth, endYearMonth);
} else { // if (dateAggregationType === ChartDateAggregationType.Month.type) {