Fiscal

Fiscal provides a simple interface to calculate the calendar dates for fiscal years and quarters. Fiscal has no dependencies and also offers a browser build (see fiscal.min.js).

Usage

const Fiscal = require('fiscal');
const fiscal = new Fiscal(9); // Specify the 0-indexed month that your fiscal year starts

// get information about the current year
fiscal.getFiscalInfoForDate().fiscalYear
// returns { fiscalYear: 2017, fiscalMonth: 9 }

API

Fiscal can give you information using the current date or one you specify.

Instantiation

Before you start using Fiscal, you need to tell Fiscal what calendar month your fiscal year starts on. This should be zero-indexed (as per JS's Date implementation).

For example, if your fiscal year starts in October, you would do:

const fiscal = new Fiscal(9);

fiscal.getFiscalInfoForDate([Date])

Provides information based on the provided date.

fiscal.getFiscalInfoForDate();

Parameters:

• Date Creates a Fiscal instance for the provided date object. If no date is provided, Fiscal will use the current date.

Returns an object containing information about the provided date.

{
    fiscalYear: '[instance of FiscalYear]',
    quarter: '[instance of Quarter]',
    calendar: {
        calendarMonth: '[zero-indexed calendar month]',
        calendarYear: '[calendar year]'
    }
}

FiscalYear.startDate

Returns the starting date for the fiscal year.

const info = fiscal.getFiscalInfoForDate();
info.fiscalYear.startDate // Date: 2016-10-01T00:00:00.000Z

FiscalYear.endDate

Returns the ending date for the fiscal year.

const info = fiscal.getFiscalInfoForDate();
info.fiscalYear.endDate // Date: 2017-09-00T23:59:59.999Z

FiscalYear.previous()

Returns a new instance of FiscalYear representing the previous fiscal year.

const info = fiscal.getFiscalInfoForDate();
const prevFy = info.fiscalYear.previous();

FiscalYear.next()

Returns a new instance of FiscalYear representing the next fiscal year.

const info = fiscal.getFiscalInfoForDate();
const nextFy = info.fiscalYear.next();

Quarter.startDate

Returns the starting date for the fiscal year.

const info = fiscal.getFiscalInfoForDate();
info.quarter.startDate // Date: 2016-10-01T00:00:00.000Z

Quarter.endDate

Returns the ending date for the fiscal year.

const info = fiscal.getFiscalInfoForDate();
info.quarter.endDate // Date: 2016-12-31T23:59:59.999Z

Quarter.previous()

Returns a new instance of Quarter representing the previous quarter.

const info = fiscal.getFiscalInfoForDate();
const prevQuarter = info.quarter.previous();

Quarter.next()

Returns a new instance of Quarter representing the next quarter.

const info = fiscal.getFiscalInfoForDate();
const nextQuarter = info.quarter.next();

Running Tests

To run the tests, simply run npm test.

Misc

This module was developed by Mark Herhold at RTI International. It is available for use under the MIT license. Pull requests are appreciated and welcome.