zhengchen.tao/ezbookkeeping
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Feature - Add support for a fiscal year period defined in user settings.

Browse Source 
* 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
Download Patch File Download Diff File Expand all files Collapse all files
src/components/base/TrendsChartBase.ts
+3 -1
View File
@@ -9,6 +9,7 @@ import type {
YearQuarterUnixTime,
YearMonthUnixTime
} from '@/core/datetime.ts';
import type { FiscalYearUnixTime } from '@/core/fiscalyear.ts';
import type { ColorValue } from '@/core/color.ts';
import { DEFAULT_ICON_COLOR } from '@/consts/color.ts';
import type { YearMonthItems } from '@/models/transaction.ts';
@@ -19,6 +20,7 @@ export interface CommonTrendsChartProps<T extends YearMonth> {
items: YearMonthItems<T>[];
startYearMonth: string;
endYearMonth: string;
fiscalYearStart: number;
sortingType: number;
dateAggregationType: number;
idField?: string;
@@ -40,7 +42,7 @@ export interface TrendsBarChartClickEvent {
export function useTrendsChartBase<T extends YearMonth>(props: CommonTrendsChartProps<T>) {
const { tt } = useI18n();
const allDateRanges = computed<YearUnixTime[] | YearQuarterUnixTime[] | YearMonthUnixTime[]>(() => getAllDateRanges(props.items, props.startYearMonth, props.endYearMonth, props.dateAggregationType));
const allDateRanges = computed<YearUnixTime[] | YearQuarterUnixTime[] | YearMonthUnixTime[] | FiscalYearUnixTime[]>(() => getAllDateRanges(props.items, props.startYearMonth, props.endYearMonth, props.fiscalYearStart, props.dateAggregationType));
function getItemName(name: string): string {
return props.translateName ? tt(name) : name;