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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/views/desktop/statistics/TransactionPage.vue
+8 -5
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@@ -248,6 +248,7 @@
:end-year-month="query.trendChartEndYearMonth"
:sorting-type="querySortingType"
:date-aggregation-type="trendDateAggregationType"
:fiscal-year-start="fiscalYearStart"
:items="[]"
:skeleton="true"
id-field="id"
@@ -262,6 +263,7 @@
:end-year-month="query.trendChartEndYearMonth"
:sorting-type="querySortingType"
:date-aggregation-type="trendDateAggregationType"
:fiscal-year-start="fiscalYearStart"
:items="trendsAnalysisData && trendsAnalysisData.items && trendsAnalysisData.items.length ? trendsAnalysisData.items : []"
:translate-name="translateNameInTrendsChart"
:show-value="showAmountInChart"
@@ -404,6 +406,7 @@ const {
trendDateAggregationType,
defaultCurrency,
firstDayOfWeek,
fiscalYearStart,
allDateRanges,
allSortingTypes,
allDateAggregationTypes,
@@ -746,7 +749,7 @@ function setDateFilter(dateType: number): void {
}
}
const dateRange = getDateRangeByDateType(dateType, firstDayOfWeek.value);
const dateRange = getDateRangeByDateType(dateType, firstDayOfWeek.value, fiscalYearStart.value);
if (!dateRange) {
return;
@@ -783,7 +786,7 @@ function setCustomDateFilter(startTime: number | string, endTime: number | strin
let changed = false;
if (analysisType.value === StatisticsAnalysisType.CategoricalAnalysis && isNumber(startTime) && isNumber(endTime)) {
const chartDateType = getDateTypeByDateRange(startTime, endTime, firstDayOfWeek.value, DateRangeScene.Normal);
const chartDateType = getDateTypeByDateRange(startTime, endTime, firstDayOfWeek.value, fiscalYearStart.value, DateRangeScene.Normal);
changed = statisticsStore.updateTransactionStatisticsFilter({
categoricalChartDateType: chartDateType,
@@ -793,7 +796,7 @@ function setCustomDateFilter(startTime: number | string, endTime: number | strin
showCustomDateRangeDialog.value = false;
} else if (analysisType.value === StatisticsAnalysisType.TrendAnalysis && isString(startTime) && isString(endTime)) {
const chartDateType = getDateTypeByDateRange(getYearMonthFirstUnixTime(startTime), getYearMonthLastUnixTime(endTime), firstDayOfWeek.value, DateRangeScene.TrendAnalysis);
const chartDateType = getDateTypeByDateRange(getYearMonthFirstUnixTime(startTime), getYearMonthLastUnixTime(endTime), firstDayOfWeek.value, fiscalYearStart.value, DateRangeScene.TrendAnalysis);
changed = statisticsStore.updateTransactionStatisticsFilter({
trendChartDateType: chartDateType,
@@ -819,7 +822,7 @@ function shiftDateRange(scale: number): void {
let changed = false;
if (analysisType.value === StatisticsAnalysisType.CategoricalAnalysis) {
const newDateRange = getShiftedDateRangeAndDateType(query.value.categoricalChartStartTime, query.value.categoricalChartEndTime, scale, firstDayOfWeek.value, DateRangeScene.Normal);
const newDateRange = getShiftedDateRangeAndDateType(query.value.categoricalChartStartTime, query.value.categoricalChartEndTime, scale, firstDayOfWeek.value, fiscalYearStart.value, DateRangeScene.Normal);
changed = statisticsStore.updateTransactionStatisticsFilter({
categoricalChartDateType: newDateRange.dateType,
@@ -827,7 +830,7 @@ function shiftDateRange(scale: number): void {
categoricalChartEndTime: newDateRange.maxTime
});
} else if (analysisType.value === StatisticsAnalysisType.TrendAnalysis) {
const newDateRange = getShiftedDateRangeAndDateType(getYearMonthFirstUnixTime(query.value.trendChartStartYearMonth), getYearMonthLastUnixTime(query.value.trendChartEndYearMonth), scale, firstDayOfWeek.value, DateRangeScene.TrendAnalysis);
const newDateRange = getShiftedDateRangeAndDateType(getYearMonthFirstUnixTime(query.value.trendChartStartYearMonth), getYearMonthLastUnixTime(query.value.trendChartEndYearMonth), scale, firstDayOfWeek.value, fiscalYearStart.value, DateRangeScene.TrendAnalysis);
changed = statisticsStore.updateTransactionStatisticsFilter({
trendChartDateType: newDateRange.dateType,