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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/api/users.go
+18
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@@ -349,6 +349,15 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
userNew.FirstDayOfWeek = core.WEEKDAY_INVALID
}
if userUpdateReq.FiscalYearStart != nil && *userUpdateReq.FiscalYearStart != user.FiscalYearStart {
user.FiscalYearStart = *userUpdateReq.FiscalYearStart
userNew.FiscalYearStart = *userUpdateReq.FiscalYearStart
modifyProfileBasicInfo = true
anythingUpdate = true
} else {
userNew.FiscalYearStart = core.FISCAL_YEAR_START_INVALID
}
if userUpdateReq.LongDateFormat != nil && *userUpdateReq.LongDateFormat != user.LongDateFormat {
user.LongDateFormat = *userUpdateReq.LongDateFormat
userNew.LongDateFormat = *userUpdateReq.LongDateFormat
@@ -385,6 +394,15 @@ func (a *UsersApi) UserUpdateProfileHandler(c *core.WebContext) (any, *errs.Erro
userNew.ShortTimeFormat = core.SHORT_TIME_FORMAT_INVALID
}
if userUpdateReq.FiscalYearFormat != nil && *userUpdateReq.FiscalYearFormat != user.FiscalYearFormat {
user.FiscalYearFormat = *userUpdateReq.FiscalYearFormat
userNew.FiscalYearFormat = *userUpdateReq.FiscalYearFormat
modifyProfileBasicInfo = true
anythingUpdate = true
} else {
userNew.FiscalYearFormat = core.FISCAL_YEAR_FORMAT_INVALID
}
if userUpdateReq.DecimalSeparator != nil && *userUpdateReq.DecimalSeparator != user.DecimalSeparator {
user.DecimalSeparator = *userUpdateReq.DecimalSeparator
userNew.DecimalSeparator = *userUpdateReq.DecimalSeparator