dhis2-devs team mailing list archive

[Jason Pickering <jason.p.pickering@xxxxxxxxx>]

Here is the patch I created to deal with US Fiscal years (Oct-Sept)
and Kenyan fiscal years (July-June). Obviously, it does not implement
anything which Bob talks about, but is really just an adjustment of
the FinancialAprilPeriodType.

Regards,
Jason


2011/2/23 Lars Helge Øverland <larshelge@xxxxxxxxx>:
> We already separate persistence and aggregation in that aggregation engine
> is agnostic re which period type a period/datavalue has, it just looks at
> the start/end-date. I think the issue with Samuel's request is that people
> want to persist data for a fiscal year period.
>
> On Wed, Feb 23, 2011 at 5:06 PM, Bob Jolliffe <bobjolliffe@xxxxxxxxx> wrote:
>>
>> Hi Jason
>>
>> This is quite a tricky requirement and there different approaches
>> which might work.  My gut instinct is to have a single "internal"
>> timebase to the system and to deal with different calendaring
>> requirements on the aggregation, presentation and output side.  So for
>> example a datavalue persisted with period 2010-Q1 would always refer
>> to Jan-Mar for that year,  But in a report requiring USGOV-FY (please
>> don't just say fiscal year - all countries have a fiscal year and they
>> don't all run from Sep-Oct! Ah, I see Samuel has already come in on
>> this.) that same period would be presented (and aggregated) as
>> 2010-Q2.  There would be some complexities to solve here, but would
>> have the benefit that, at least internally, a time period is always a
>> comparable time period.
>>
>> If we are going to mess around creating (yet more) custom period types
>> then one way might be to add an attribute to the period class
>> indicating the preferred calendar type to be used in aggregation and
>> reporting.  So any period eg 2007 or 200-7-Q1 or 2007-01 would be
>> qualified by a calendar type (in most cases ISO8601 but also possibly
>> USGOV-FY).  This is the approach finally agreed to in SDMX-HD, for
>> example though I haven't seen how the IMR has implemented this. We
>> could also be less grand and just call the attribute an offset rather
>> than a calendar type, but there may be some requirements which go
>> beyond a simple 3 month offset.  US week numbers for example :-)
>>
>> Cheers
>> Bob
>>
>> On 23 February 2011 06:11, Jason Pickering <jason.p.pickering@xxxxxxxxx>
>> wrote:
>> > Hi there. I was wondering if it would be possible to implement the
>> > fiscal
>> > year period type? This meay have come up before, but it seems we may
>> > need it
>> > soon.
>> >
>> > FY 2010 runs from October 1st 2009 through September 30th 2010.
>> > FY 2011 is from October 1st 2010 through September 30th 2011.
>> > FY 2012 is from October 1st 2011 through September 30th 2012.
>> >
>> > I think it would look something like this..perhaps..
>> >
>> >     private Period createPeriod( Calendar cal )
>> >     {
>> >         cal.set( Calendar.YEAR, cal.get( Calendar.YEAR ) + cal.get(
>> > Calendar.MONTH ) % 10 );
>> >         cal.set( Calendar.MONTH, Calendar.OCTOBER );
>> >         cal.set( Calendar.DATE, 1 );
>> >
>> >         Date startDate = cal.getTime();
>> >
>> >         cal.add( Calendar.YEAR, 1 );
>> >         cal.set( Calendar.DAY_OF_YEAR, cal.get( Calendar.DAY_OF_YEAR ) -
>> > 1
>> > );
>> >
>> >         return new Period( this, startDate, cal.getTime() );
>> >     }
>> >
>> > What I am not sure about is all the rest of the methods which need to be
>> > in
>> > the API, as well as the aggregation engine. Data will be entered in our
>> > case
>> > quarterly, but needs to be aggregated to fiscal years.
>> >
>> > Regards.
>> > Jason
>> >
>> >
>> > --
>> > Jason P. Pickering
>> > email: jason.p.pickering@xxxxxxxxx
>> > tel:+260974901293
>> >
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>> >
>>
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>



-- 
Jason P. Pickering
email: jason.p.pickering@xxxxxxxxx
tel:+260974901293

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