mia-accounting/src/accounting/report/period.py

556 lines
19 KiB
Python

# The Mia! Accounting Flask Project.
# Author: imacat@mail.imacat.idv.tw (imacat), 2023/3/4
# Copyright (c) 2023 imacat.
#
# Licensed under the Apache License, Version 2.0 (the "License");
# you may not use this file except in compliance with the License.
# You may obtain a copy of the License at
#
# http://www.apache.org/licenses/LICENSE-2.0
#
# Unless required by applicable law or agreed to in writing, software
# distributed under the License is distributed on an "AS IS" BASIS,
# WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
# See the License for the specific language governing permissions and
# limitations under the License.
"""The date period.
This file is largely taken from the NanoParma ERP project, first written in
2021/9/16 by imacat (imacat@nanoparma.com).
"""
import calendar
import datetime
import re
import typing as t
from accounting.locale import gettext
class Period:
"""A date period."""
def __init__(self, start: datetime.date | None, end: datetime.date | None):
"""Constructs a new date period.
:param start: The start date, or None from the very beginning.
:param end: The end date, or None till no end.
"""
self.start: datetime.date | None = start
"""The start of the period."""
self.end: datetime.date | None = end
"""The end of the period."""
self.is_default: bool = False
"""Whether the is the default period."""
self.is_this_month: bool = False
"""Whether the period is this month."""
self.is_last_month: bool = False
"""Whether the period is last month."""
self.is_since_last_month: bool = False
"""Whether the period is since last month."""
self.is_this_year: bool = False
"""Whether the period is this year."""
self.is_last_year: bool = False
"""Whether the period is last year."""
self.is_today: bool = False
"""Whether the period is today."""
self.is_yesterday: bool = False
"""Whether the period is yesterday."""
self.is_all: bool = start is None and end is None
"""Whether the period is all time."""
self.spec: str = ""
"""The period specification."""
self.desc: str = ""
"""The text description."""
self.is_type_month: bool = False
"""Whether the period is for the month chooser."""
self.is_a_year: bool = False
"""Whether the period is a whole year."""
self.is_a_day: bool = False
"""Whether the period is a single day."""
self._set_properties()
def _set_properties(self) -> None:
"""Sets the following properties.
* self.spec
* self.desc
* self.is_a_month
* self.is_type_month
* self.is_a_year
* self.is_a_day
Override this method to set the properties in the subclasses.
:return: None.
"""
self.spec = self.__get_spec()
self.desc = self.__get_desc()
if self.start is None or self.end is None:
return
self.is_type_month \
= self.start.day == 1 and self.end == _month_end(self.start)
self.is_a_year = self.start == datetime.date(self.start.year, 1, 1) \
and self.end == datetime.date(self.start.year, 12, 31)
self.is_a_day = self.start == self.end
@classmethod
def get_instance(cls, spec: str | None = None) -> t.Self:
"""Returns a period instance.
:param spec: The period specification, or omit for the default.
:return: The period instance.
:raise ValueError: When the period is invalid.
"""
if spec is None:
return ThisMonth()
named_periods: dict[str, t.Type[t.Callable[[], Period]]] = {
"this-month": lambda: ThisMonth(),
"last-month": lambda: LastMonth(),
"since-last-month": lambda: SinceLastMonth(),
"this-year": lambda: ThisYear(),
"last-year": lambda: LastYear(),
"today": lambda: Today(),
"yesterday": lambda: Yesterday(),
}
if spec in named_periods:
return named_periods[spec]()
start: datetime.date
end: datetime.date
start, end = _parse_period_spec(spec)
if start is not None and end is not None and start > end:
raise ValueError
return cls(start, end)
def __get_spec(self) -> str:
"""Returns the period specification.
:return: The period specification.
"""
if self.start is None:
if self.end is None:
return "-"
else:
if self.end.day != _month_end(self.end).day:
return "-%04d-%02d-%02d" % (
self.end.year, self.end.month, self.end.day)
if self.end.month != 12:
return "-%04d-%02d" % (self.end.year, self.end.month)
return "-%04d" % self.end.year
else:
if self.end is None:
if self.start.day != 1:
return "%04d-%02d-%02d-" % (
self.start.year, self.start.month, self.start.day)
if self.start.month != 1:
return "%04d-%02d-" % (self.start.year, self.start.month)
return "%04d-" % self.start.year
else:
try:
return self.__get_year_spec()
except ValueError:
pass
try:
return self.__get_month_spec()
except ValueError:
pass
return self.__get_day_spec()
def __get_year_spec(self) -> str:
"""Returns the period specification as a year range.
:return: The period specification as a year range.
:raise ValueError: The period is not a year range.
"""
if self.start.month != 1 or self.start.day != 1 \
or self.end.month != 12 or self.end.day != 31:
raise ValueError
if self.start.year == self.end.year:
return "%04d" % self.start.year
return "%04d-%04d" % (self.start.year, self.end.year)
def __get_month_spec(self) -> str:
"""Returns the period specification as a month range.
:return: The period specification as a month range.
:raise ValueError: The period is not a month range.
"""
if self.start.day != 1 or self.end != _month_end(self.end):
raise ValueError
if self.start.year == self.end.year \
and self.start.month == self.end.month:
return "%04d-%02d" % (self.start.year, self.start.month)
return "%04d-%02d-%04d-%02d" % (
self.start.year, self.start.month,
self.end.year, self.end.month)
def __get_day_spec(self) -> str:
"""Returns the period specification as a day range.
:return: The period specification as a day range.
:raise ValueError: The period is a month or year range.
"""
if self.start == self.end:
return "%04d-%02d-%02d" % (
self.start.year, self.start.month, self.start.day)
return "%04d-%02d-%02d-%04d-%02d-%02d" % (
self.start.year, self.start.month, self.start.day,
self.end.year, self.end.month, self.end.day)
def __get_desc(self) -> str:
"""Returns the period description.
:return: The period description.
"""
cls: t.Type[t.Self] = self.__class__
if self.start is None:
if self.end is None:
return gettext("for all time")
else:
if self.end != _month_end(self.end):
return gettext("until %(end)s",
end=cls.__format_date(self.end))
if self.end.month != 12:
return gettext("until %(end)s",
end=cls.__format_month(self.end))
return gettext("until %(end)s", end=str(self.end.year))
else:
if self.end is None:
if self.start.day != 1:
return gettext("since %(start)s",
start=cls.__format_date(self.start))
if self.start.month != 1:
return gettext("since %(start)s",
start=cls.__format_month(self.start))
return gettext("since %(start)s", start=str(self.start.year))
else:
try:
return self.__get_year_desc()
except ValueError:
pass
try:
return self.__get_month_desc()
except ValueError:
pass
return self.__get_day_desc()
@staticmethod
def __format_date(date: datetime.date) -> str:
"""Formats a date.
:param date: The date.
:return: The formatted date.
"""
return F"{date.year}/{date.month}/{date.day}"
@staticmethod
def __format_month(month: datetime.date) -> str:
"""Formats a month.
:param month: The month.
:return: The formatted month.
"""
return F"{month.year}/{month.month}"
def __get_year_desc(self) -> str:
"""Returns the description as a year range.
:return: The description as a year range.
:raise ValueError: The period is not a year range.
"""
if self.start.month != 1 or self.start.day != 1 \
or self.end.month != 12 or self.end.day != 31:
raise ValueError
start: str = str(self.start.year)
if self.start.year == self.end.year:
return gettext("in %(period)s", period=start)
end: str = str(self.end.year)
return gettext("in %(start)s-%(end)s", start=start, end=end)
def __get_month_desc(self) -> str:
"""Returns the description as a month range.
:return: The description as a month range.
:raise ValueError: The period is not a month range.
"""
if self.start.day != 1 or self.end != _month_end(self.end):
raise ValueError
start: str = F"{self.start.year}/{self.start.month}"
if self.start.year == self.end.year \
and self.start.month == self.end.month:
return gettext("in %(period)s", period=start)
if self.start.year == self.end.year:
end_month: str = str(self.end.month)
return gettext("in %(start)s-%(end)s", start=start, end=end_month)
end: str = F"{self.end.year}/{self.end.month}"
return gettext("in %(start)s-%(end)s", start=start, end=end)
def __get_day_desc(self) -> str:
"""Returns the description as a day range.
:return: The description as a day range.
:raise ValueError: The period is a month or year range.
"""
start: str = F"{self.start.year}/{self.start.month}/{self.start.day}"
if self.start == self.end:
return gettext("in %(period)s", period=start)
if self.start.year == self.end.year \
and self.start.month == self.end.month:
end_day: str = str(self.end.day)
return gettext("in %(start)s-%(end)s", start=start, end=end_day)
if self.start.year == self.end.year:
end_month_day: str = F"{self.end.month}/{self.end.day}"
return gettext("in %(start)s-%(end)s",
start=start, end=end_month_day)
end: str = F"{self.end.year}/{self.end.month}/{self.end.day}"
return gettext("in %(start)s-%(end)s", start=start, end=end)
def is_year(self, year: int) -> bool:
"""Returns whether the period is the specific year period.
:param year: The year.
:return: True if the period is the year period, or False otherwise.
"""
if not self.is_a_year:
return False
return self.start.year == year
@property
def is_type_arbitrary(self) -> bool:
"""Returns whether this period is an arbitrary period.
:return: True if this is an arbitrary period, or False otherwise.
"""
return not self.is_type_month and not self.is_a_year \
and not self.is_a_day
@property
def before(self) -> t.Self | None:
"""Returns the period before this period.
:return: The period before this period.
"""
if self.start is None:
return None
return self.__class__(None, self.start - datetime.timedelta(days=1))
class ThisMonth(Period):
"""The period of this month."""
def __init__(self):
today: datetime.date = datetime.date.today()
this_month_start: datetime.date \
= datetime.date(today.year, today.month, 1)
super(ThisMonth, self).__init__(this_month_start, _month_end(today))
self.is_default = True
self.is_this_month = True
def _set_properties(self) -> None:
self.spec = "this-month"
self.desc = gettext("This month")
self.is_a_month = True
self.is_type_month = True
class LastMonth(Period):
"""The period of this month."""
def __init__(self):
today: datetime.date = datetime.date.today()
year: int = today.year
month: int = today.month - 1
if month < 1:
year = year - 1
month = 12
start: datetime.date = datetime.date(year, month, 1)
super(LastMonth, self).__init__(start, _month_end(start))
self.is_last_month = True
def _set_properties(self) -> None:
self.spec = "last-month"
self.desc = gettext("Last month")
self.is_a_month = True
self.is_type_month = True
class SinceLastMonth(Period):
"""The period of this month."""
def __init__(self):
today: datetime.date = datetime.date.today()
year: int = today.year
month: int = today.month - 1
if month < 1:
year = year - 1
month = 12
start: datetime.date = datetime.date(year, month, 1)
super(SinceLastMonth, self).__init__(start, None)
self.is_since_last_month = True
def _set_properties(self) -> None:
self.spec = "since-last-month"
self.desc = gettext("Since last month")
self.is_type_month = True
class ThisYear(Period):
"""The period of this year."""
def __init__(self):
year: int = datetime.date.today().year
start: datetime.date = datetime.date(year, 1, 1)
end: datetime.date = datetime.date(year, 12, 31)
super(ThisYear, self).__init__(start, end)
self.is_this_year = True
def _set_properties(self) -> None:
self.spec = "this-year"
self.desc = gettext("This year")
self.is_a_year = True
class LastYear(Period):
"""The period of last year."""
def __init__(self):
year: int = datetime.date.today().year
start: datetime.date = datetime.date(year - 1, 1, 1)
end: datetime.date = datetime.date(year - 1, 12, 31)
super(LastYear, self).__init__(start, end)
self.is_last_year = True
def _set_properties(self) -> None:
self.spec = "last-year"
self.desc = gettext("Last year")
self.is_a_year = True
class Today(Period):
"""The period of today."""
def __init__(self):
today: datetime.date = datetime.date.today()
super(Today, self).__init__(today, today)
self.is_this_year = True
def _set_properties(self) -> None:
self.spec = "today"
self.desc = gettext("Today")
self.is_a_day = True
self.is_today = True
class Yesterday(Period):
"""The period of yesterday."""
def __init__(self):
yesterday: datetime.date \
= datetime.date.today() - datetime.timedelta(days=1)
super(Yesterday, self).__init__(yesterday, yesterday)
self.is_this_year = True
def _set_properties(self) -> None:
self.spec = "yesterday"
self.desc = gettext("Yesterday")
self.is_a_day = True
self.is_yesterday = True
class TemplatePeriod(Period):
"""The period template."""
def __init__(self):
super(TemplatePeriod, self).__init__(None, None)
def _set_properties(self) -> None:
self.spec = "PERIOD"
class YearPeriod(Period):
"""A year period."""
def __init__(self, year: int):
"""Constructs a year period.
:param year: The year.
"""
start: datetime.date = datetime.date(year, 1, 1)
end: datetime.date = datetime.date(year, 12, 31)
super(YearPeriod, self).__init__(start, end)
self.spec = str(year)
self.is_a_year = True
def _set_properties(self) -> None:
pass
def _parse_period_spec(text: str) \
-> tuple[datetime.date | None, datetime.date | None]:
"""Parses the period specification.
:param text: The period specification.
:return: The start and end day of the period. The start and end day
may be None.
:raise ValueError: When the date is invalid.
"""
if text == "this-month":
today: datetime.date = datetime.date.today()
return datetime.date(today.year, today.month, 1), _month_end(today)
if text == "-":
return None, None
m = re.match(r"^(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?$", text)
if m is not None:
return __get_start(m[1], m[2], m[3]), \
__get_end(m[1], m[2], m[3])
m = re.match(r"^(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?-$", text)
if m is not None:
return __get_start(m[1], m[2], m[3]), None
m = re.match(r"-(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?$", text)
if m is not None:
return None, __get_end(m[1], m[2], m[3])
m = re.match(r"^(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?-(\d{4})(?:-(\d{2})(?:-(\d{2}))?)?$", text)
if m is not None:
return __get_start(m[1], m[2], m[3]), \
__get_end(m[4], m[5], m[6])
raise ValueError
def __get_start(year: str, month: str | None, day: str | None)\
-> datetime.date:
"""Returns the start of the period from the date representation.
:param year: The year.
:param month: The month, if any.
:param day: The day, if any.
:return: The start of the period.
:raise ValueError: When the date is invalid.
"""
if day is not None:
return datetime.date(int(year), int(month), int(day))
if month is not None:
return datetime.date(int(year), int(month), 1)
return datetime.date(int(year), 1, 1)
def __get_end(year: str, month: str | None, day: str | None)\
-> datetime.date:
"""Returns the end of the period from the date representation.
:param year: The year.
:param month: The month, if any.
:param day: The day, if any.
:return: The end of the period.
:raise ValueError: When the date is invalid.
"""
if day is not None:
return datetime.date(int(year), int(month), int(day))
if month is not None:
year_n: int = int(year)
month_n: int = int(month)
day_n: int = calendar.monthrange(year_n, month_n)[1]
return datetime.date(year_n, month_n, day_n)
return datetime.date(int(year), 12, 31)
def _month_end(date: datetime.date) -> datetime.date:
"""Returns the end day of month for a date.
:param date: The date.
:return: The end day of the month of that day.
"""
day: int = calendar.monthrange(date.year, date.month)[1]
return datetime.date(date.year, date.month, day)