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>
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
+38 -30
View File
@@ -82,37 +82,39 @@ func (s AmountColorType) String() string {
// User represents user data stored in database
type User struct {
Uid int64 `xorm:"PK"`
Username string `xorm:"VARCHAR(32) UNIQUE NOT NULL"`
Email string `xorm:"VARCHAR(100) UNIQUE NOT NULL"`
Nickname string `xorm:"VARCHAR(64) NOT NULL"`
Password string `xorm:"VARCHAR(64) NOT NULL"`
Salt string `xorm:"VARCHAR(10) NOT NULL"`
CustomAvatarType string `xorm:"VARCHAR(10)"`
DefaultAccountId int64
TransactionEditScope TransactionEditScope `xorm:"TINYINT NOT NULL"`
Language string `xorm:"VARCHAR(10)"`
DefaultCurrency string `xorm:"VARCHAR(3) NOT NULL"`
FirstDayOfWeek core.WeekDay `xorm:"TINYINT NOT NULL"`
LongDateFormat core.LongDateFormat `xorm:"TINYINT"`
ShortDateFormat core.ShortDateFormat `xorm:"TINYINT"`
LongTimeFormat core.LongTimeFormat `xorm:"TINYINT"`
ShortTimeFormat core.ShortTimeFormat `xorm:"TINYINT"`
DecimalSeparator core.DecimalSeparator `xorm:"TINYINT"`
DigitGroupingSymbol core.DigitGroupingSymbol `xorm:"TINYINT"`
DigitGrouping core.DigitGroupingType `xorm:"TINYINT"`
CurrencyDisplayType core.CurrencyDisplayType `xorm:"TINYINT"`
Uid int64 `xorm:"PK"`
Username string `xorm:"VARCHAR(32) UNIQUE NOT NULL"`
Email string `xorm:"VARCHAR(100) UNIQUE NOT NULL"`
Nickname string `xorm:"VARCHAR(64) NOT NULL"`
Password string `xorm:"VARCHAR(64) NOT NULL"`
Salt string `xorm:"VARCHAR(10) NOT NULL"`
CustomAvatarType string `xorm:"VARCHAR(10)"`
DefaultAccountId int64
TransactionEditScope TransactionEditScope `xorm:"TINYINT NOT NULL"`
Language string `xorm:"VARCHAR(10)"`
DefaultCurrency string `xorm:"VARCHAR(3) NOT NULL"`
FirstDayOfWeek core.WeekDay `xorm:"TINYINT NOT NULL"`
FiscalYearStart core.FiscalYearStart `xorm:"SMALLINT"`
LongDateFormat core.LongDateFormat `xorm:"TINYINT"`
ShortDateFormat core.ShortDateFormat `xorm:"TINYINT"`
LongTimeFormat core.LongTimeFormat `xorm:"TINYINT"`
ShortTimeFormat core.ShortTimeFormat `xorm:"TINYINT"`
FiscalYearFormat core.FiscalYearFormat `xorm:"TINYINT"`
DecimalSeparator core.DecimalSeparator `xorm:"TINYINT"`
DigitGroupingSymbol core.DigitGroupingSymbol `xorm:"TINYINT"`
DigitGrouping core.DigitGroupingType `xorm:"TINYINT"`
CurrencyDisplayType core.CurrencyDisplayType `xorm:"TINYINT"`
CoordinateDisplayType core.CoordinateDisplayType `xorm:"TINYINT"`
ExpenseAmountColor AmountColorType `xorm:"TINYINT"`
IncomeAmountColor AmountColorType `xorm:"TINYINT"`
FeatureRestriction core.UserFeatureRestrictions
Disabled bool
Deleted bool `xorm:"NOT NULL"`
EmailVerified bool `xorm:"NOT NULL"`
CreatedUnixTime int64
UpdatedUnixTime int64
DeletedUnixTime int64
LastLoginUnixTime int64
ExpenseAmountColor AmountColorType `xorm:"TINYINT"`
IncomeAmountColor AmountColorType `xorm:"TINYINT"`
FeatureRestriction core.UserFeatureRestrictions
Disabled bool
Deleted bool `xorm:"NOT NULL"`
EmailVerified bool `xorm:"NOT NULL"`
CreatedUnixTime int64
UpdatedUnixTime int64
DeletedUnixTime int64
LastLoginUnixTime int64
}
// UserBasicInfo represents a view-object of user basic info
@@ -127,10 +129,12 @@ type UserBasicInfo struct {
Language string `json:"language"`
DefaultCurrency string `json:"defaultCurrency"`
FirstDayOfWeek core.WeekDay `json:"firstDayOfWeek"`
FiscalYearStart core.FiscalYearStart `json:"fiscalYearStart"`
LongDateFormat core.LongDateFormat `json:"longDateFormat"`
ShortDateFormat core.ShortDateFormat `json:"shortDateFormat"`
LongTimeFormat core.LongTimeFormat `json:"longTimeFormat"`
ShortTimeFormat core.ShortTimeFormat `json:"shortTimeFormat"`
FiscalYearFormat core.FiscalYearFormat `json:"fiscalYearFormat"`
DecimalSeparator core.DecimalSeparator `json:"decimalSeparator"`
DigitGroupingSymbol core.DigitGroupingSymbol `json:"digitGroupingSymbol"`
DigitGrouping core.DigitGroupingType `json:"digitGrouping"`
@@ -188,10 +192,12 @@ type UserProfileUpdateRequest struct {
Language string `json:"language" binding:"omitempty,min=2,max=16"`
DefaultCurrency string `json:"defaultCurrency" binding:"omitempty,len=3,validCurrency"`
FirstDayOfWeek *core.WeekDay `json:"firstDayOfWeek" binding:"omitempty,min=0,max=6"`
FiscalYearStart *core.FiscalYearStart `json:"fiscalYearStart" binding:"omitempty,validFiscalYearStart"`
LongDateFormat *core.LongDateFormat `json:"longDateFormat" binding:"omitempty,min=0,max=3"`
ShortDateFormat *core.ShortDateFormat `json:"shortDateFormat" binding:"omitempty,min=0,max=3"`
LongTimeFormat *core.LongTimeFormat `json:"longTimeFormat" binding:"omitempty,min=0,max=3"`
ShortTimeFormat *core.ShortTimeFormat `json:"shortTimeFormat" binding:"omitempty,min=0,max=3"`
FiscalYearFormat *core.FiscalYearFormat `json:"fiscalYearFormat" binding:"omitempty,min=0,max=5"`
DecimalSeparator *core.DecimalSeparator `json:"decimalSeparator" binding:"omitempty,min=0,max=3"`
DigitGroupingSymbol *core.DigitGroupingSymbol `json:"digitGroupingSymbol" binding:"omitempty,min=0,max=4"`
DigitGrouping *core.DigitGroupingType `json:"digitGrouping" binding:"omitempty,min=0,max=2"`
@@ -268,11 +274,13 @@ func (u *User) ToUserBasicInfo(avatarProvider core.UserAvatarProviderType, avata
Language: u.Language,
DefaultCurrency: u.DefaultCurrency,
FirstDayOfWeek: u.FirstDayOfWeek,
FiscalYearStart: u.FiscalYearStart,
LongDateFormat: u.LongDateFormat,
ShortDateFormat: u.ShortDateFormat,
LongTimeFormat: u.LongTimeFormat,
ShortTimeFormat: u.ShortTimeFormat,
DecimalSeparator: u.DecimalSeparator,
FiscalYearFormat: u.FiscalYearFormat,
DigitGroupingSymbol: u.DigitGroupingSymbol,
DigitGrouping: u.DigitGrouping,
CurrencyDisplayType: u.CurrencyDisplayType,