adamjstewart / fiscalyear

Overview

fiscalyear is a small, lightweight Python module providing helpful utilities for managing the fiscal calendar. It is designed as an extension of the built-in datetime and calendar modules, adding the ability to query the fiscal year, fiscal quarter, fiscal month, and fiscal day of a date or datetime object.

Basic Usage

fiscalyear provides several useful classes.

FiscalYear

The FiscalYear class provides an object for storing information about the start and end of a particular fiscal year.

>>> from fiscalyear import *
>>> a = FiscalYear(2017)
>>> a.start
FiscalDateTime(2016, 10, 1, 0, 0)
>>> a.end
FiscalDateTime(2017, 9, 30, 23, 59, 59)
>>> a.isleap
False

You can also get the current FiscalYear with:

>>> FiscalYear.current()
FiscalYear(2018)

FiscalQuarter

The FiscalYear class also allows you to query information about a specific fiscal quarter.

>>> a.q3.start
FiscalDateTime(2017, 4, 1, 0, 0)
>>> a.q3.end
FiscalDateTime(2017, 6, 30, 23, 59, 59)

These objects represent the standalone FiscalQuarter class.

>>> b = FiscalQuarter(2017, 3)
>>> b.start
FiscalDateTime(2017, 4, 1, 0, 0)
>>> b.end
FiscalDateTime(2017, 6, 30, 23, 59, 59)
>>> a.q3 == b
True
>>> b in a
True
>>> b.next_fiscal_quarter
FiscalQuarter(2017, 4)

You can also get the current FiscalQuarter with:

>>> FiscalQuarter.current()
FiscalQuarter(2018, 2)

FiscalMonth

The FiscalMonth class allows you to keep track of the fiscal month.

>>> c = FiscalMonth(2017, 9)
>>> c.start
FiscalDateTime(2017, 6, 1, 0, 0)
>>> c.end
FiscalDateTime(2017, 6, 30, 23, 59, 59)
>>> c in a
True
>>> c in b
True
>>> c.next_fiscal_month
FiscalMonth(2017, 10)

You can also get the current FiscalMonth with:

>>> FiscalMonth.current()
FiscalMonth(2018, 4)

FiscalDay

To keep track of the fiscal day, use the FiscalDay class.

>>> d = FiscalDay(2017, 250)
>>> d.start
FiscalDateTime(2017, 6, 6, 0, 0)
>>> d.end
FiscalDateTime(2017, 6, 6, 23, 59, 59)
>>> d in a
True
>>> d in b
True
>>> d in c
True
>>> d.next_fiscal_day
FiscalDay(2017, 251)

You can also get the current FiscalDay with:

>>> FiscalDay.current()
FiscalDay(2018, 94)

FiscalDateTime

The start and end of each of the above objects are stored as instances of the FiscalDateTime class. This class provides all of the same features as the datetime class, with the addition of the ability to query the fiscal year, fiscal quarter, fiscal month, and fiscal day.

>>> e = FiscalDateTime.now()
>>> e
FiscalDateTime(2017, 4, 8, 20, 30, 31, 105323)
>>> e.fiscal_year
2017
>>> e.fiscal_quarter
3
>>> e.next_fiscal_quarter
FiscalQuarter(2017, 4)
>>> e.fiscal_month
7
>>> e.fiscal_day
190

FiscalDate

If you don't care about the time component of the FiscalDateTime class, the FiscalDate class is right for you.

>>> f = FiscalDate.today()
>>> f
FiscalDate(2017, 4, 8)
>>> f.fiscal_year
2017
>>> f.prev_fiscal_year
FiscalYear(2016)

Installation

fiscalyear has no dependencies, making it simple and easy to install. The recommended way to install fiscalyear is with pip.

$ pip install fiscalyear

For alternate installation methods, see the Installation Documentation.

Documentation

Documentation is hosted on Read the Docs.