Calculate this and last financial years

app/Export/CSV/ActivityExport.php

@@ -24,8 +24,7 @@ use App\Transformers\ActivityTransformer;
 
 class ActivityExport extends BaseExport
 {
-    private Company $company;
+    
-
     private $entity_transformer;
 
     public string $date_key = 'created_at';

app/Export/CSV/BaseExport.php

@@ -13,14 +13,13 @@ namespace App\Export\CSV;
 
 use App\Utils\Number;
 use App\Models\Client;
+use App\Models\Company;
 use App\Models\Expense;
 use App\Models\Invoice;
-use App\Models\GatewayType;
 use App\Models\Payment;
 use League\Fractal\Manager;
 use Illuminate\Support\Carbon;
 use App\Utils\Traits\MakesHash;
-use App\Transformers\ClientTransformer;
 use App\Transformers\PaymentTransformer;
 use Illuminate\Database\Eloquent\Builder;
 use League\Fractal\Serializer\ArraySerializer;
@@ -29,6 +28,8 @@ class BaseExport
 {
     use MakesHash;
 
+    public Company $company;
+    
     public array $input;
 
     public string $date_key = '';
@@ -726,8 +727,15 @@ class BaseExport
                 $this->end_date = now()->startOfDay()->format('Y-m-d');
                 return $query->whereBetween($this->date_key, [now()->subDays(365), now()])->orderBy($this->date_key, 'ASC');
             case 'this_year':
-                $this->start_date = now()->startOfYear()->format('Y-m-d');
+
-                $this->end_date = now()->format('Y-m-d');
+                $first_month_of_year = $this->company->getSetting('first_month_of_year') ?? 1;
+                $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+                if(now()->lt($fin_year_start))
+                    $fin_year_start->subYearNoOverflow();
+
+                $this->start_date = $fin_year_start->format('Y-m-d');
+                $this->end_date = $fin_year_start->copy()->addYear()->subDay()->format('Y-m-d');
                 return $query->whereBetween($this->date_key, [now()->startOfYear(), now()])->orderBy($this->date_key, 'ASC');
             case 'custom':
                 $this->start_date = $custom_start_date->format('Y-m-d');

app/Export/CSV/ClientExport.php

@@ -22,8 +22,6 @@ use League\Csv\Writer;
 
 class ClientExport extends BaseExport
 {
-    private $company;
-
     private $client_transformer;
 
     private $contact_transformer;

app/Export/CSV/ContactExport.php

@@ -23,7 +23,6 @@ use League\Csv\Writer;
 
 class ContactExport extends BaseExport
 {
-    private Company $company;
 
     private ClientTransformer $client_transformer;
 

app/Export/CSV/CreditExport.php

@@ -21,7 +21,6 @@ use League\Csv\Writer;
 
 class CreditExport extends BaseExport
 {
-    private Company $company;
 
     private CreditTransformer $credit_transformer;
 

app/Export/CSV/DocumentExport.php

@@ -21,7 +21,6 @@ use League\Csv\Writer;
 
 class DocumentExport extends BaseExport
 {
-    private Company $company;
 
     private $entity_transformer;
 

app/Export/CSV/ExpenseExport.php

@@ -21,7 +21,6 @@ use League\Csv\Writer;
 
 class ExpenseExport extends BaseExport
 {
-    private Company $company;
 
     private $expense_transformer;
 

app/Export/CSV/InvoiceExport.php

@@ -23,8 +23,6 @@ use App\Transformers\InvoiceTransformer;
 
 class InvoiceExport extends BaseExport
 {
-    private Company $company;
-
     private $invoice_transformer;
 
     public string $date_key = 'date';

app/Export/CSV/InvoiceItemExport.php

@@ -22,7 +22,6 @@ use League\Csv\Writer;
 
 class InvoiceItemExport extends BaseExport
 {
-    private Company $company;
 
     private $invoice_transformer;
 

app/Export/CSV/PaymentExport.php

@@ -21,8 +21,6 @@ use League\Csv\Writer;
 
 class PaymentExport extends BaseExport
 {
-    private Company $company;
-
     private $entity_transformer;
 
     public string $date_key = 'date';

app/Export/CSV/ProductExport.php

@@ -22,8 +22,6 @@ use League\Csv\Writer;
 
 class ProductExport extends BaseExport
 {
-    private Company $company;
-
     private $entity_transformer;
 
     public string $date_key = 'created_at';

app/Export/CSV/ProductSalesExport.php

@@ -23,8 +23,6 @@ use League\Csv\Writer;
 
 class ProductSalesExport extends BaseExport
 {
-    private Company $company;
-
     public string $date_key = 'created_at';
 
     protected Collection $products;

app/Export/CSV/PurchaseOrderExport.php

@@ -22,7 +22,6 @@ use League\Csv\Writer;
 
 class PurchaseOrderExport extends BaseExport
 {
-    private Company $company;
 
     private $purchase_order_transformer;
 

app/Export/CSV/PurchaseOrderItemExport.php

@@ -21,7 +21,6 @@ use League\Csv\Writer;
 
 class PurchaseOrderItemExport extends BaseExport
 {
-    private Company $company;
 
     private $purchase_order_transformer;
 

app/Export/CSV/QuoteExport.php

@@ -21,7 +21,6 @@ use League\Csv\Writer;
 
 class QuoteExport extends BaseExport
 {
-    private Company $company;
 
     private $quote_transformer;
 

app/Export/CSV/QuoteItemExport.php

@@ -21,7 +21,6 @@ use League\Csv\Writer;
 
 class QuoteItemExport extends BaseExport
 {
-    private Company $company;
 
     private $quote_transformer;
 

app/Export/CSV/RecurringInvoiceExport.php

@@ -21,7 +21,6 @@ use League\Csv\Writer;
 
 class RecurringInvoiceExport extends BaseExport
 {
-    private Company $company;
 
     private $invoice_transformer;
 

app/Export/CSV/TaskExport.php

@@ -24,7 +24,6 @@ use League\Csv\Writer;
 
 class TaskExport extends BaseExport
 {
-    private Company $company;
 
     private $entity_transformer;
 

app/Export/CSV/VendorExport.php

@@ -22,7 +22,6 @@ use League\Csv\Writer;
 
 class VendorExport extends BaseExport
 {
-    private $company;
 
     private $vendor_transformer;
 

app/Utils/Traits/MakesDates.php

@@ -121,6 +121,30 @@ trait MakesDates
      */
     public function calculateStartAndEndDates(array $data): array
     {
+        //override for financial years
+        if($data['date_range'] == 'this_year') {
+            $first_month_of_year = $this->company->getSetting('first_month_of_year') ?? 1;
+            $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+            if(now()->lt($fin_year_start)) 
+                $fin_year_start->subYearNoOverflow();
+            
+        }
+
+        //override for financial years
+        if($data['date_range'] == 'last_year') {
+            $first_month_of_year = $this->company->getSetting('first_month_of_year') ?? 1;
+            $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+            $fin_year_start->subYearNoOverflow();
+
+            if(now()->subYear()->lt($fin_year_start)) {
+                $fin_year_start->subYearNoOverflow();
+            }
+                    
+        }
+
+
         return match ($data['date_range']) {
             EmailStatement::LAST7 => [now()->startOfDay()->subDays(7)->format('Y-m-d'), now()->startOfDay()->format('Y-m-d')],
             EmailStatement::LAST30 => [now()->startOfDay()->subDays(30)->format('Y-m-d'), now()->startOfDay()->format('Y-m-d')],
@@ -129,7 +153,7 @@ trait MakesDates
             EmailStatement::LAST_MONTH => [now()->startOfDay()->subMonthNoOverflow()->firstOfMonth()->format('Y-m-d'), now()->startOfDay()->subMonthNoOverflow()->lastOfMonth()->format('Y-m-d')],
             EmailStatement::THIS_QUARTER => [now()->startOfDay()->firstOfQuarter()->format('Y-m-d'), now()->startOfDay()->lastOfQuarter()->format('Y-m-d')],
             EmailStatement::LAST_QUARTER => [now()->startOfDay()->subQuarterNoOverflow()->firstOfQuarter()->format('Y-m-d'), now()->startOfDay()->subQuarterNoOverflow()->lastOfQuarter()->format('Y-m-d')],
-            EmailStatement::THIS_YEAR => [now()->startOfDay()->firstOfYear()->format('Y-m-d'), now()->startOfDay()->lastOfYear()->format('Y-m-d')],
+            EmailStatement::THIS_YEAR => [$fin_year_start->format('Y-m-d'), $fin_year_start->copy()->addYear()->subDay()->format('Y-m-d')],
             EmailStatement::LAST_YEAR => [now()->startOfDay()->subYearNoOverflow()->firstOfYear()->format('Y-m-d'), now()->startOfDay()->subYearNoOverflow()->lastOfYear()->format('Y-m-d')],
             EmailStatement::CUSTOM_RANGE => [$data['start_date'], $data['end_date']],
             default => [now()->startOfDay()->firstOfMonth()->format('Y-m-d'), now()->startOfDay()->lastOfMonth()->format('Y-m-d')],

tests/Unit/DatesTest.php

@@ -31,6 +31,150 @@ class DatesTest extends TestCase
         // $this->makeTestData();
     }
 
+    public function testLastFinancialYear3()
+    {
+        $this->travelTo(now()->createFromDate(2020, 6, 30));
+
+        //override for financial years
+        $first_month_of_year = 7;
+        $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+        $fin_year_start->subYearNoOverflow();
+
+        if(now()->subYear()->lt($fin_year_start)) {
+            $fin_year_start->subYearNoOverflow();
+        }
+                    
+        $this->assertEquals('2018-07-01', $fin_year_start->format('Y-m-d'));
+        $this->assertEquals('2019-06-30', $fin_year_start->copy()->addYear()->subDay()->format('Y-m-d'));
+
+        $this->travelBack();
+
+    }
+
+    public function testLastFinancialYear2()
+    {
+        $this->travelTo(now()->createFromDate(2020, 7, 1));
+
+        //override for financial years
+        $first_month_of_year = 7;
+        $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+        $fin_year_start->subYearNoOverflow();
+
+        if(now()->subYear()->lt($fin_year_start)) {
+            $fin_year_start->subYearNoOverflow();
+        }
+                    
+        $this->assertEquals('2019-07-01', $fin_year_start->format('Y-m-d'));
+        $this->assertEquals('2020-06-30', $fin_year_start->copy()->addYear()->subDay()->format('Y-m-d'));
+
+        $this->travelBack();
+
+    }
+
+    public function testLastFinancialYear()
+    {
+        $this->travelTo(now()->createFromDate(2020, 12, 1));
+
+        //override for financial years
+        $first_month_of_year = 7;
+        $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+        $fin_year_start->subYearNoOverflow();
+
+        if(now()->subYear()->lt($fin_year_start)) {
+            $fin_year_start->subYearNoOverflow();
+        }
+                    
+        $this->assertEquals('2019-07-01', $fin_year_start->format('Y-m-d'));
+        $this->assertEquals('2020-06-30', $fin_year_start->copy()->addYear()->subDay()->format('Y-m-d'));
+
+        $this->travelBack();
+
+    }
+
+    public function testFinancialYearDates4()
+    {
+        $this->travelTo(now()->createFromDate(2020, 12, 1));
+
+        $first_month_of_year = 7;
+
+        $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+        if(now()->lt($fin_year_start))
+            $fin_year_start->subYear();
+
+        $fin_year_end = $fin_year_start->copy()->addYear()->subDay();
+
+        $this->assertEquals('2020-07-01', $fin_year_start->format('Y-m-d'));
+        $this->assertEquals('2021-06-30', $fin_year_end->format('Y-m-d'));
+
+        $this->travelBack();
+        
+    }
+
+    public function testFinancialYearDates3()
+    {
+        $this->travelTo(now()->createFromDate(2021, 12, 1));
+
+        $first_month_of_year = 7;
+
+        $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+        if(now()->lt($fin_year_start))
+            $fin_year_start->subYear();
+
+        $fin_year_end = $fin_year_start->copy()->addYear()->subDay();
+
+        $this->assertEquals('2021-07-01', $fin_year_start->format('Y-m-d'));
+        $this->assertEquals('2022-06-30', $fin_year_end->format('Y-m-d'));
+
+        $this->travelBack();
+        
+    }
+
+    public function testFinancialYearDates2()
+    {
+        $this->travelTo(now()->createFromDate(2021, 8, 1));
+
+        $first_month_of_year = 7;
+
+        $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+        if(now()->lt($fin_year_start))
+            $fin_year_start->subYear();
+
+        $fin_year_end = $fin_year_start->copy()->addYear()->subDay();
+
+        $this->assertEquals('2021-07-01', $fin_year_start->format('Y-m-d'));
+        $this->assertEquals('2022-06-30', $fin_year_end->format('Y-m-d'));
+
+        $this->travelBack();
+        
+    }
+
+
+    public function testFinancialYearDates()
+    {
+        $this->travelTo(now()->createFromDate(2021, 1, 1));
+
+        $first_month_of_year = 7;
+
+        $fin_year_start = now()->createFromDate(now()->year, $first_month_of_year, 1);
+
+        if(now()->lt($fin_year_start))
+            $fin_year_start->subYear();
+
+        $fin_year_end = $fin_year_start->copy()->addYear()->subDay();
+
+        $this->assertEquals('2020-07-01', $fin_year_start->format('Y-m-d'));
+        $this->assertEquals('2021-06-30', $fin_year_end->format('Y-m-d'));
+
+        $this->travelBack();
+
+    }
+
     public function testDaysDiff()
     {
         $string_date = '2021-06-01';