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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/mobile/users/UserProfilePage.vue
+39 -1
View File
@@ -202,6 +202,20 @@
v-model="newProfile.firstDayOfWeek">
</list-item-selection-popup>
</f7-list-item>
<f7-list-item
link="#"
class="list-item-with-header-and-title list-item-no-item-after"
:header="tt('Fiscal Year Start Date')"
:title="currentFiscalYearStartDate"
@click="showFiscalYearStartSheet = true"
>
<fiscal-year-start-selection-sheet
v-model:show="showFiscalYearStartSheet"
v-model="newProfile.fiscalYearStart">
</fiscal-year-start-selection-sheet>
</f7-list-item>
</f7-list>
<f7-list form strong inset dividers class="margin-vertical" v-if="!loading">
@@ -284,6 +298,26 @@
v-model="newProfile.shortTimeFormat">
</list-item-selection-popup>
</f7-list-item>
<f7-list-item
link="#"
class="list-item-with-header-and-title list-item-no-item-after"
:header="tt('Fiscal Year Format')"
:title="findDisplayNameByType(allFiscalYearFormats, newProfile.fiscalYearFormat)"
@click="showFiscalYearFormatPopup = true"
>
<list-item-selection-popup value-type="item"
key-field="type" value-field="type"
title-field="displayName"
:title="tt('Fiscal Year Format')"
:enable-filter="true"
:filter-placeholder="tt('Fiscal Year Format')"
:filter-no-items-text="tt('No results')"
:items="allFiscalYearFormats"
v-model:show="showFiscalYearFormatPopup"
v-model="newProfile.fiscalYearFormat">
</list-item-selection-popup>
</f7-list-item>
</f7-list>
<f7-list form strong inset dividers class="margin-vertical" v-if="!loading">
@@ -482,7 +516,7 @@ const props = defineProps<{
f7router: Router.Router;
}>();
const { tt, getAllLanguageOptions, getAllCurrencies, getCurrencyName } = useI18n();
const { tt, getAllLanguageOptions, getAllCurrencies, getCurrencyName, formatFiscalYearStart } = useI18n();
const { showAlert, showToast, routeBackOnError } = useI18nUIComponents();
const {
@@ -499,6 +533,7 @@ const {
allShortDateFormats,
allLongTimeFormats,
allShortTimeFormats,
allFiscalYearFormats,
allDecimalSeparators,
allDigitGroupingSymbols,
allDigitGroupingTypes,
@@ -533,10 +568,12 @@ const showEditableTransactionRangePopup = ref<boolean>(false);
const showLanguagePopup = ref<boolean>(false);
const showDefaultCurrencyPopup = ref<boolean>(false);
const showFirstDayOfWeekPopup = ref<boolean>(false);
const showFiscalYearStartSheet = ref<boolean>(false);
const showLongDateFormatPopup = ref<boolean>(false);
const showShortDateFormatPopup = ref<boolean>(false);
const showLongTimeFormatPopup = ref<boolean>(false);
const showShortTimeFormatPopup = ref<boolean>(false);
const showFiscalYearFormatPopup = ref<boolean>(false);
const showCurrencyDisplayTypePopup = ref<boolean>(false);
const showDigitGroupingPopup = ref<boolean>(false);
const showDigitGroupingSymbolPopup = ref<boolean>(false);
@@ -560,6 +597,7 @@ const currentLanguageName = computed<string>(() => {
});
const currentDayOfWeekName = computed<string | null>(() => findDisplayNameByType(allWeekDays.value, newProfile.value.firstDayOfWeek));
const currentFiscalYearStartDate = computed<string | null>( () => formatFiscalYearStart(newProfile.value.fiscalYearStart) );
function init(): void {
loading.value = true;