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>
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mayswind
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70eea8ff33
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@@ -0,0 +1,96 @@
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<template>
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<v-select
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persistent-placeholder
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:readonly="readonly"
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:disabled="disabled"
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:clearable="modelValue ? clearable : false"
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:label="label"
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:menu-props="{ contentClass: 'fiscal-year-start-select-menu' }"
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v-model="selectedDate"
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>
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<template #selection>
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<span class="text-truncate cursor-pointer">{{ displayName }}</span>
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</template>
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<template #no-data>
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<vue-date-picker inline vertical auto-apply hide-offset-dates disable-year-select
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ref="datepicker"
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month-name-format="long"
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model-type="MM-dd"
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:clearable="false"
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:enable-time-picker="false"
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:dark="isDarkMode"
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:week-start="firstDayOfWeek"
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:day-names="dayNames"
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:disabled-dates="disabledDates"
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:start-date="selectedDate"
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v-model="selectedDate"
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>
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<template #month="{ text }">
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{{ getMonthShortName(text) }}
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</template>
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<template #month-overlay-value="{ text }">
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{{ getMonthShortName(text) }}
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</template>
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</vue-date-picker>
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</template>
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</v-select>
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</template>
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<script setup lang="ts">
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import { computed } from 'vue';
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import { useTheme } from 'vuetify';
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import { useUserStore } from '@/stores/user.ts';
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import { ThemeType } from '@/core/theme.ts';
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import { arrangeArrayWithNewStartIndex } from '@/lib/common.ts';
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import {
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type FiscalYearStartSelectionBaseProps,
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type FiscalYearStartSelectionBaseEmits,
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useFiscalYearStartSelectionBase
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} from '@/components/base/FiscalYearStartSelectionBase.ts';
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import { useI18n } from '@/locales/helpers.ts';
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interface FiscalYearStartSelectProps extends FiscalYearStartSelectionBaseProps {
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disabled?: boolean;
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readonly?: boolean;
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clearable?: boolean;
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label?: string;
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}
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const props = defineProps<FiscalYearStartSelectProps>();
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const emit = defineEmits<FiscalYearStartSelectionBaseEmits>();
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const { getMonthShortName } = useI18n();
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const theme = useTheme();
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const isDarkMode = computed<boolean>(() => theme.global.name.value === ThemeType.Dark);
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// Get all base functionality
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const {
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dayNames,
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displayName,
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disabledDates,
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firstDayOfWeek,
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getModelValueToDateString,
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getDateStringToModelValue,
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} = useFiscalYearStartSelectionBase(props, emit);
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const selectedDate = computed<string>({
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get: () => {
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return getModelValueToDateString();
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},
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set: (value: string) => {
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emit('update:modelValue', getDateStringToModelValue(value));
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}
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});
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</script>
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<style>
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.fiscal-year-start-select-menu {
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max-height: inherit !important;
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}
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.fiscal-year-start-select-menu .dp__menu {
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border: 0;
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}
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</style>
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@@ -28,7 +28,8 @@ import {
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import {
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getYearMonthFirstUnixTime,
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getYearMonthLastUnixTime,
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getDateTypeByDateRange
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getDateTypeByDateRange,
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getFiscalYearFromUnixTime
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} from '@/lib/datetime.ts';
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import {
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sortStatisticsItems
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@@ -69,7 +70,7 @@ const emit = defineEmits<{
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}>();
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const theme = useTheme();
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const { tt, formatUnixTimeToShortYear, formatYearQuarter, formatUnixTimeToShortYearMonth, formatAmountWithCurrency } = useI18n();
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const { tt, formatUnixTimeToShortYear, formatYearQuarter, formatUnixTimeToShortYearMonth, formatUnixTimeToFiscalYear, formatYearToFiscalYear, formatAmountWithCurrency } = useI18n();
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const { allDateRanges, getItemName, getColor } = useTrendsChartBase(props);
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const userStore = useUserStore();
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@@ -121,6 +122,8 @@ const allDisplayDateRanges = computed<string[]>(() => {
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if (props.dateAggregationType === ChartDateAggregationType.Year.type) {
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allDisplayDateRanges.push(formatUnixTimeToShortYear(dateRange.minUnixTime));
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} else if (props.dateAggregationType === ChartDateAggregationType.FiscalYear.type && 'year' in dateRange) {
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allDisplayDateRanges.push(formatUnixTimeToFiscalYear(dateRange.minUnixTime));
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} else if (props.dateAggregationType === ChartDateAggregationType.Quarter.type && 'quarter' in dateRange) {
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allDisplayDateRanges.push(formatYearQuarter(dateRange.year, dateRange.quarter));
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} else { // if (props.dateAggregationType === ChartDateAggregationType.Month.type) {
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@@ -150,6 +153,12 @@ const allSeries = computed<TrendsChartDataItem[]>(() => {
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if (props.dateAggregationType === ChartDateAggregationType.Year.type) {
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dateRangeKey = dataItem.year.toString();
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} else if (props.dateAggregationType === ChartDateAggregationType.FiscalYear.type) {
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const fiscalYear = getFiscalYearFromUnixTime(
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getYearMonthFirstUnixTime({ year: dataItem.year, month: dataItem.month }),
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props.fiscalYearStart
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);
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dateRangeKey = formatYearToFiscalYear(fiscalYear);
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} else if (props.dateAggregationType === ChartDateAggregationType.Quarter.type) {
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dateRangeKey = `${dataItem.year}-${Math.floor((dataItem.month - 1) / 3) + 1}`;
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} else { // if (props.dateAggregationType === ChartDateAggregationType.Month.type) {
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@@ -168,6 +177,8 @@ const allSeries = computed<TrendsChartDataItem[]>(() => {
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if (props.dateAggregationType === ChartDateAggregationType.Year.type) {
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dateRangeKey = dateRange.year.toString();
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} else if (props.dateAggregationType === ChartDateAggregationType.FiscalYear.type && 'year' in dateRange) {
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dateRangeKey = formatYearToFiscalYear(dateRange.year);
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} else if (props.dateAggregationType === ChartDateAggregationType.Quarter.type && 'quarter' in dateRange) {
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dateRangeKey = `${dateRange.year}-${dateRange.quarter}`;
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} else if (props.dateAggregationType === ChartDateAggregationType.Month.type && 'month' in dateRange) {
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@@ -397,7 +408,7 @@ function clickItem(e: ECElementEvent): void {
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}
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}
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const dateRangeType = getDateTypeByDateRange(minUnixTime, maxUnixTime, userStore.currentUserFirstDayOfWeek, DateRangeScene.Normal);
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const dateRangeType = getDateTypeByDateRange(minUnixTime, maxUnixTime, userStore.currentUserFirstDayOfWeek, userStore.currentUserFiscalYearStart, DateRangeScene.Normal);
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emit('click', {
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itemId: itemId,
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