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progressivetech / net.ourpowerbase.sumfields

The Summary Fields extension creates read-only custom data fields that extend Contact and are automatically populated with up-to-date totals such as total lifetime contributions, last contribution amount, last attended event, etc.
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Adding Fields for Current and Previous Financial Year (Apr-Mar and also Jul-)Jun #34

Closed petednz closed 6 years ago

petednz commented 6 years ago

Hi - we had to do some work for client to let them see Current and Previous Financial year - their Financial Year ran 1 April - 31 March

While we were doing that we thought we might as well cover the other most likely FY ie 1 July - 30 June.

Would you be interested in this as a PR?

jmcclelland commented 6 years ago

Hi Peter - The current/previous year totals should be respecting the Fiscal year start date set by CiviCRM (Administer -> Localization -> Date Format).

Is that what you mean? (or maybe that is not working properly?)

petednz commented 6 years ago

Or maybe it just eluded us. I did not know that setting existed, or actually I probably did once upon a time. Perhaps we could provide a PR to add 'Financial' to 'current year', and to add in the help text "Financial year needs to be set in Administer -> Localization -> Date Format?

jmcclelland commented 6 years ago

Yes - that would be great.

jitendrapurohit commented 6 years ago

Added a PR with a screenshot of how the help text is shown - https://github.com/progressivetech/net.ourpowerbase.sumfields/pull/36

jmcclelland commented 6 years ago

Thanks for the improvement. merged!