Merge pull request #256 from ddddavidmartin/add_financial_year_filter

Add financial year documents filter

paperless.conf.example

@@ -167,6 +167,12 @@ PAPERLESS_PASSPHRASE="secret"
 #PAPERLESS_TIME_ZONE=UTC
 
 
+# If set, Paperless will show document filters per financial year.
+# The dates must be in the format "mm-dd", for example "07-15" for July 15.
+#PAPERLESS_FINANCIAL_YEAR_START="mm-dd"
+#PAPERLESS_FINANCIAL_YEAR_END="mm-dd"
+
+
 # The number of items on each page in the web UI.  This value must be a
 # positive integer, but if you don't define one in paperless.conf, a default of
 # 100 will be used.

src/documents/admin.py

@@ -1,3 +1,5 @@
+from datetime import datetime
+
 from django.conf import settings
 from django.contrib import admin
 from django.contrib.auth.models import User, Group
@@ -32,6 +34,71 @@ class MonthListFilter(admin.SimpleListFilter):
         return queryset.filter(created__year=year, created__month=month)
 
 
+class FinancialYearFilter(admin.SimpleListFilter):
+
+    title = "Financial Year"
+    parameter_name = "fy"
+    _fy_wraps = None
+
+    def _fy_start(self, year):
+        """Return date of the start of financial year for the given year."""
+        fy_start = "{}-{}".format(str(year), settings.FY_START)
+        return datetime.strptime(fy_start, "%Y-%m-%d").date()
+
+    def _fy_end(self, year):
+        """Return date of the end of financial year for the given year."""
+        fy_end = "{}-{}".format(str(year), settings.FY_END)
+        return datetime.strptime(fy_end, "%Y-%m-%d").date()
+
+    def _fy_does_wrap(self):
+        """Return whether the financial year spans across two years."""
+        if self._fy_wraps is None:
+            start = "{}".format(settings.FY_START)
+            start = datetime.strptime(start, "%m-%d").date()
+            end = "{}".format(settings.FY_END)
+            end = datetime.strptime(end, "%m-%d").date()
+            self._fy_wraps = end < start
+
+        return self._fy_wraps
+
+    def _determine_fy(self, date):
+        """Return a (query, display) financial year tuple of the given date."""
+        if self._fy_does_wrap():
+            fy_start = self._fy_start(date.year)
+
+            if date.date() >= fy_start:
+                query = "{}-{}".format(date.year, date.year + 1)
+            else:
+                query = "{}-{}".format(date.year - 1, date.year)
+
+            # To keep it simple we use the same string for both
+            # query parameter and the display.
+            return (query, query)
+
+        else:
+            query = "{0}-{0}".format(date.year)
+            display = "{}".format(date.year)
+            return (query, display)
+
+    def lookups(self, request, model_admin):
+        if not settings.FY_START or not settings.FY_END:
+            return None
+
+        r = []
+        for document in Document.objects.all():
+            r.append(self._determine_fy(document.created))
+
+        return sorted(set(r), key=lambda x: x[0], reverse=True)
+
+    def queryset(self, request, queryset):
+        if not self.value() or not settings.FY_START or not settings.FY_END:
+            return None
+
+        start, end = self.value().split("-")
+        return queryset.filter(created__gte=self._fy_start(start),
+                               created__lte=self._fy_end(end))
+
+
 class CommonAdmin(admin.ModelAdmin):
     list_per_page = settings.PAPERLESS_LIST_PER_PAGE
 
@@ -59,7 +126,9 @@ class DocumentAdmin(CommonAdmin):
 
     search_fields = ("correspondent__name", "title", "content")
     list_display = ("title", "created", "thumbnail", "correspondent", "tags_")
-    list_filter = ("tags", "correspondent", MonthListFilter)
+    list_filter = ("tags", "correspondent", FinancialYearFilter,
+                   MonthListFilter)
+
     ordering = ["-created", "correspondent"]
 
     def has_add_permission(self, request):

src/paperless/settings.py

@@ -255,3 +255,6 @@ POST_CONSUME_SCRIPT = os.getenv("PAPERLESS_POST_CONSUME_SCRIPT")
 # positive integer, but if you don't define one in paperless.conf, a default of
 # 100 will be used.
 PAPERLESS_LIST_PER_PAGE = int(os.getenv("PAPERLESS_LIST_PER_PAGE", 100))
+
+FY_START = os.getenv("PAPERLESS_FINANCIAL_YEAR_START")
+FY_END = os.getenv("PAPERLESS_FINANCIAL_YEAR_END")