Fiscali: Fiscal Year based calculations

Fiscali provides ONE thing:

• Additional methods on your Date and Time classes to jump around dates in your Financial Year.
• Not sure it's a point to be said, but YES, you can specify your financial year zone and if you dont know your zone, just provide the first month your financial year to the Date/Time class.

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Installing

# Install the gem (from gemcutter.org):
sudo gem install fiscali

Using in your Rails project

It's easy to get up and running. Update your config/environment.rb file with this gem

config.gem "fiscali"

In newer Rails projects, include the gem in the Gemfile and run "bundle install" to install the gem.

gem "fiscali"

Next step is to provide your Date/Time class your start zone. Stick this in an initializer file. (If you didnt understand that, put it in $ENV[RAILS_ROOT]/config/initializers/fiscali.rb)

Date.fiscal_zone = :india
Time.fiscal_zone = :india

or Date.start_month = 4

Default options

By default, the financial year start in January. (Correct me but thats not a common start of financial year!) Known Zones are - {:india => 4, :uk => 4, :us => 10, :pakistan => 7, :australia => 7, :ireland => 1, :nz => 7, :japan => 4}

Date or Time Class Methods

Date.fy_start_month
=> 1
Date.fiscal_zone = :india
=> :india
Date.fy_start_month
=> 4
Date.fiscal_zone
=> :india
Date.fy_start_month = 7
=> 7
Date.fy_start_month
=> 7
Date.fiscal_zone
=> nil

If you want to add your own fiscal zone

RisingSun::Fiscali::FISCAL_ZONE.merge!(:my_own_zone => 2)

should do the trick.

Date or Time Instance Methods

Date.fiscal_zone = :india
=> :india
Date.fy_start_month
=> 4

Indian Fiscal Year starts from 1st of April Assume Date.today is 1st May 2009

financial_year -> Returns the financial year of the date/time

Date.today.financial_year
=> 2009
Date.today.beginning_of_year.financial_year
=> 2008

Since 1st Jan 2009 in India falls in the 2008-09 financial year

beginning_of_financial_year -> Returns the beginning of financial year

Date.today.beginning_of_financial_year
=> 1st April 2009
Date.today.beginning_of_year.beginning_of_financial_year
=> 1st April 2008

end_of_financial_year

beginning_of_financial_q1

end_of_financial_q1

beginning_of_financial_q2

end_of_financial_q2

beginning_of_financial_q3

end_of_financial_q3

beginning_of_financial_q4

end_of_financial_q4

beginning_of_financial_h1

end_of_financial_h1

beginning_of_financial_h2

end_of_financial_h2

financial_quarter -> Returns Q1, Q2, Q3, Q4 depending on where the date falls

Date.today.financial_quarter
=> Q1
Date.today.beginning_of_year.financial_quarter
=> Q4

financial_half -> Returns H1, H2 depending on where the date falls

Date.today.financial_half
=> H1
Date.today.beginning_of_year.financial_half
=> H2

next_financial_quarter -> Takes you to the beginning of the next financial quarter

Date.today.next_financial_quarter
=> 1st July 2009

next_financial_half -> Takes you to the beginning of the next financial half

Date.today.next_financial_half
=> 1st October 2009

beginning_of_financial_quarter -> Takes you to the beginning of the current financial quarter

Date.today.beginning_of_financial_quarter
=> 1st April 2009
Date.today.beginning_of_year.beginning_of_financial_quarter
=> 1st Jan 2009

beginning_of_financial_half -> Takes you to the beginning of the current financial half

Date.today.beginning_of_financial_half
=> 1st April 2009
Date.today.beginning_of_year.beginning_of_financial_quarter
=> 1st Oct 2008

previous_financial_quarter -> Takes you to the beginning of the previous financial quarter

Date.today.previous_financial_quarter
=> 1st Jan 2009
Date.today.beginning_of_year.previous_financial_quarter
=> 1st Oct 2008

previous_financial_half -> Takes you to the beginning of the previous financial half

Date.today.previous_financial_half
=> 1st Oct 2008
Date.today.beginning_of_year.previous_financial_quarter
=> 1st Apr 2008