fiscali 2.1.0 → 2.2.0
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- checksums.yaml +7 -0
- data/CHANGELOG +14 -0
- data/README.markdown +58 -20
- data/lib/rising_sun/fiscali.rb +24 -8
- data/lib/rising_sun/version.rb +1 -1
- data/spec/fiscali_spec.rb +32 -9
- metadata +17 -24
checksums.yaml
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data/CHANGELOG
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v2.2.0
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======
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* Added forward year support
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By default the financial year is reported as the year in which the financial year starts. e.g. 2008-09 is reported as 2008.
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However, some countries it is reported as 2008-09 is reported as 2009. You can now make this setting using
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Date.use_forward_year! and report the currently set as Date.uses_forward_year?
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The value can be reset using Date.reset_forward_year!
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* Added Changelog
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* Added Contributors
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data/README.markdown
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@@ -15,7 +15,7 @@ Fiscali provides ONE thing:
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# Install the gem (from gemcutter.org):
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sudo gem install fiscali
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-
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## Using in your Rails project
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It's easy to get up and running. Update your config/environment.rb file with this gem
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@@ -32,17 +32,34 @@ Next step is to provide your Date/Time class your start zone. Stick this in an i
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Time.fiscal_zone = :india
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or
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Date.start_month = 4
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-
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you can also determine the default for Year Forward by adding this to the same initializer file:
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Date.use_forward_year!
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Time.use_forward_year!
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or if you wish to revert back to the default
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Date.reset_forward_year!
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Time.reset_forward_year!
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Year Forward refers to the standard name for a fiscal year. For example:
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* If FY 2008 spans 2008 - 2009, set to false or don't include in initializer file.
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* If FY 2008 spans 2007 - 2008, set to true in initializer file.
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### Default options
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By default, the financial year start in January. (Correct me but thats not a common start of financial year!)
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By default, the financial year start in January. (Correct me, but thats not a common start of financial year!)
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Known Zones are -
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-
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-
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{:india => 4, :uk => 4, :us => 10, :pakistan => 7, :australia => 7, :ireland => 1, :nz => 7, :japan => 4}
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By default, the Year Forward option is set to false, meaning the term FY 2008 spans 2008-2009 years.
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## Date or Time Class Methods
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-
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### Fiscal Zone and FY Start Month
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Date.fy_start_month
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=> 1
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Date.fiscal_zone = :india
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Date.fiscal_zone
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=> nil
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### Year Forward (Assume Date.today is 1st May 2009 and the fy_start_month = 4)
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Date.uses_forward_year?
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=> false
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Date.today.financial_year
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=> 2009
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Date.use_forward_year!
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=> true
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Date.today.financial_year
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=> 2010
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Date.uses_forward_year?
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=> true
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If you want to add your own fiscal zone
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RisingSun::Fiscali::FISCAL_ZONE.merge!(:my_own_zone => 2)
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=> :india
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Date.fy_start_month
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=> 4
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-
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Indian Fiscal Year starts from 1st of April
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Assume Date.today is 1st May 2009
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-
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+
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##### financial_year -> Returns the financial year of the date/time
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Date.today.financial_year
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=> 2009
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##### end_of_financial_h2
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##### financial_quarter -> Returns Q1, Q2, Q3, Q4 depending on where the date falls
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-
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Date.today.financial_quarter
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=> Q1
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Date.today.beginning_of_year.financial_quarter
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=> Q4
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-
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##### financial_half -> Returns H1, H2 depending on where the date falls
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-
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Date.today.financial_half
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=> H1
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Date.today.beginning_of_year.financial_half
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=> H2
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-
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+
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##### next_financial_quarter -> Takes you to the beginning of the next financial quarter
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Date.today.next_financial_quarter
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=> 1st July 2009
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-
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##### next_financial_half -> Takes you to the beginning of the next financial half
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Date.today.next_financial_half
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@@ -159,16 +192,21 @@ Assume Date.today is 1st May 2009
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=> 1st Oct 2008
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Date.today.beginning_of_year.previous_financial_quarter
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=> 1st Apr 2008
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-
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-
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## Contributors
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@asanghi
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@chiperific
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Rachel Shallit
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data/lib/rising_sun/fiscali.rb
CHANGED
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def self.included(base)
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base.extend ClassMethods
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end
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-
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FISCAL_ZONE = {:india => 4, :uk => 4, :us => 10, :pakistan => 7,
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:australia => 7, :ireland => 1, :nz => 7, :japan => 4}
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FY_START_MONTH = 1
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-
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module ClassMethods
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def fiscal_zone=(zone)
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@fiscali_zone = nil
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@fiscali_start_month = month
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end
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-
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def financial_year_start(year=Date.today.year)
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new(year,fy_start_month,1)
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end
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-
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+
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def financial_months
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(1..12).map{|m| ((m - 1 + fy_start_month)%12.1).ceil }
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end
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def use_forward_year!
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@fy_forward = true
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end
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def reset_forward_year!
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@fy_forward = false
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end
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def uses_forward_year?
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@fy_forward || false
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end
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end
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def financial_year
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-
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if self.class.uses_forward_year?
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self.month < start_month ? self.year : self.year + 1
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else
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self.month < start_month ? self.year - 1 : self.year
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end
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end
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def beginning_of_financial_year
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def financial_month_of(month)
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if month < start_month
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Date.new(year+1,month,1)
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Date.new(year+1,month,1)
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else
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Date.new(year,month,1)
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Date.new(year,month,1)
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end
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end
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-
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private
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def months_between
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data/lib/rising_sun/version.rb
CHANGED
data/spec/fiscali_spec.rb
CHANGED
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it "should be possible to read fiscal zone" do
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Date.fiscal_zone.should be_nil
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end
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it "should be possible to write fiscal zone" do
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Date.fiscal_zone = :india
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Date.fiscal_zone.should eql(:india)
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end
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-
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it "should be possible to read fiscal start month" do
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Date.fy_start_month = 2
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Date.fy_start_month.should eql(2)
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end
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-
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it "should report financial year start" do
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Date.fiscal_zone = :india
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this_year = Date.today.year
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Date.financial_year_start(2009).should eql(Date.new(2009,4,1))
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end
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context "Forward Year settings" do
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after(:each) do
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Date.reset_forward_year!
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end
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it "should be possible to read year forward field" do
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Date.uses_forward_year?.should eql(false)
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end
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it "should be possible to set year forward field" do
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Date.use_forward_year!
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Date.uses_forward_year?.should eql(true)
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end
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it "should report the correct financial eyar if forward year is being used" do
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Date.use_forward_year!
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@d = Date.new(2009,1,1)
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@d.financial_year.should eql(2009)
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@d = Date.new(2009,4,1)
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@d.financial_year.should eql(2010)
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end
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end
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context "should report correct date field" do
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before(:each) do
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@d = Date.new(2009,1,1)
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it "should report correct financial year" do
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@d.financial_year.should eql(2008)
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end
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-
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+
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it "should report correct beginning and of financial year" do
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@d.beginning_of_financial_year.should eql(Date.new(2008,4,1))
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@d.end_of_financial_year.should eql(Date.new(2009,3,31))
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end
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-
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+
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it "should report correct beginning of financial halves and quarters" do
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@d.beginning_of_financial_h1.should eql(Date.new(2008,4,1))
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@d.beginning_of_financial_h2.should eql(Date.new(2008,10,1))
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@d.beginning_of_financial_q3.should eql(Date.new(2008,10,1))
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@d.beginning_of_financial_q4.should eql(Date.new(2009,1,1))
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end
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-
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+
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it "should report correct end of financial halves and quarters" do
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@d.end_of_financial_h1.should eql(Date.new(2008,9,30))
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@d.end_of_financial_h2.should eql(Date.new(2009,3,31))
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@d.financial_half.should eql('H2 2008')
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Date.new(2009,11,30).financial_half.should eql("H2 2009")
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end
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-
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+
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it "should report next half and quarter" do
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@d.next_financial_half.should eql(Date.new(2009,4,1))
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Date.new(2009,6,1).next_financial_half.should eql(Date.new(2009,10,1))
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@d.next_financial_quarter.should eql(Date.new(2009,4,1))
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Date.new(2009,10,30).next_financial_quarter.should eql(Date.new(2010,1,1))
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end
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-
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+
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it "should report beginning of financial half and quarter" do
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@d.beginning_of_financial_half.should eql(Date.new(2008,10,1))
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@d.beginning_of_financial_quarter.should eql(Date.new(2009,1,1))
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Date.new(2009,6,1).beginning_of_financial_half.should eql(Date.new(2009,4,1))
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Date.new(2009,10,30).beginning_of_financial_quarter.should eql(Date.new(2009,10,1))
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end
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-
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103
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+
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it "should report previous financial half and quarter" do
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@d.previous_financial_half.should eql(Date.new(2008,4,1))
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@d.previous_financial_quarter.should eql(Date.new(2008,10,1))
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metadata
CHANGED
@@ -1,62 +1,55 @@
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|
1
1
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--- !ruby/object:Gem::Specification
|
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name: fiscali
|
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version: !ruby/object:Gem::Version
|
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-
version: 2.
|
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-
prerelease:
|
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+
version: 2.2.0
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platform: ruby
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authors:
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- Aditya Sanghi
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autorequire:
|
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bindir: bin
|
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cert_chain: []
|
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-
date:
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+
date: 2014-07-22 00:00:00.000000000 Z
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dependencies:
|
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- !ruby/object:Gem::Dependency
|
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name: activesupport
|
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requirement: !ruby/object:Gem::Requirement
|
17
|
-
none: false
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requirements:
|
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-
- -
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+
- - ">="
|
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- !ruby/object:Gem::Version
|
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version: '0'
|
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type: :runtime
|
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prerelease: false
|
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|
version_requirements: !ruby/object:Gem::Requirement
|
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|
-
none: false
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requirements:
|
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-
- -
|
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+
- - ">="
|
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|
- !ruby/object:Gem::Version
|
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|
version: '0'
|
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|
- !ruby/object:Gem::Dependency
|
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name: rake
|
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requirement: !ruby/object:Gem::Requirement
|
33
|
-
none: false
|
34
30
|
requirements:
|
35
|
-
- -
|
31
|
+
- - ">="
|
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|
- !ruby/object:Gem::Version
|
37
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|
version: '0'
|
38
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type: :development
|
39
35
|
prerelease: false
|
40
36
|
version_requirements: !ruby/object:Gem::Requirement
|
41
|
-
none: false
|
42
37
|
requirements:
|
43
|
-
- -
|
38
|
+
- - ">="
|
44
39
|
- !ruby/object:Gem::Version
|
45
40
|
version: '0'
|
46
41
|
- !ruby/object:Gem::Dependency
|
47
42
|
name: rspec
|
48
43
|
requirement: !ruby/object:Gem::Requirement
|
49
|
-
none: false
|
50
44
|
requirements:
|
51
|
-
- - ~>
|
45
|
+
- - "~>"
|
52
46
|
- !ruby/object:Gem::Version
|
53
47
|
version: '2.8'
|
54
48
|
type: :development
|
55
49
|
prerelease: false
|
56
50
|
version_requirements: !ruby/object:Gem::Requirement
|
57
|
-
none: false
|
58
51
|
requirements:
|
59
|
-
- - ~>
|
52
|
+
- - "~>"
|
60
53
|
- !ruby/object:Gem::Version
|
61
54
|
version: '2.8'
|
62
55
|
description: Fiscal Year Date Functions
|
@@ -66,9 +59,10 @@ executables: []
|
|
66
59
|
extensions: []
|
67
60
|
extra_rdoc_files: []
|
68
61
|
files:
|
69
|
-
- .document
|
70
|
-
- .gitignore
|
71
|
-
- .travis.yml
|
62
|
+
- ".document"
|
63
|
+
- ".gitignore"
|
64
|
+
- ".travis.yml"
|
65
|
+
- CHANGELOG
|
72
66
|
- Gemfile
|
73
67
|
- LICENSE
|
74
68
|
- README.markdown
|
@@ -82,27 +76,26 @@ files:
|
|
82
76
|
- spec/spec_helper.rb
|
83
77
|
homepage: https://github.com/asanghi/fiscali
|
84
78
|
licenses: []
|
79
|
+
metadata: {}
|
85
80
|
post_install_message:
|
86
81
|
rdoc_options: []
|
87
82
|
require_paths:
|
88
83
|
- lib
|
89
84
|
required_ruby_version: !ruby/object:Gem::Requirement
|
90
|
-
none: false
|
91
85
|
requirements:
|
92
|
-
- -
|
86
|
+
- - ">="
|
93
87
|
- !ruby/object:Gem::Version
|
94
88
|
version: '0'
|
95
89
|
required_rubygems_version: !ruby/object:Gem::Requirement
|
96
|
-
none: false
|
97
90
|
requirements:
|
98
|
-
- -
|
91
|
+
- - ">="
|
99
92
|
- !ruby/object:Gem::Version
|
100
93
|
version: '0'
|
101
94
|
requirements: []
|
102
95
|
rubyforge_project:
|
103
|
-
rubygems_version:
|
96
|
+
rubygems_version: 2.2.2
|
104
97
|
signing_key:
|
105
|
-
specification_version:
|
98
|
+
specification_version: 4
|
106
99
|
summary: Fiscal Year Date Functions
|
107
100
|
test_files:
|
108
101
|
- spec/fiscali_spec.rb
|