Gl Trial Balance

How a statement decided which journal lines belong to the fiscal year (ZET-166).

Two statement families cut the year differently, and a response must say which cut produced it — for an ordinary calendar-year book the two agree, but they diverge for a short/long fiscal year, after a fiscal_year_start_month change, or for any line dated outside the year it is stamped to:

• "fiscal_year_id" (/gl/reports/trial-balance / profit-and-loss / balance-sheet) — a line is included because its stamped fiscal_year_id FK points at this fiscal year. date_from/date_to are that year's calendar bounds, informational only: a line dated outside them is still included when it is stamped to the year. period_id non-None means the figures are further narrowed to that one fiscal period of the year, whose own bounds are period_date_from.. period_date_to. On these routes the descriptor is None for a company that has posted nothing (no year resolved, no cut applied).
• "posting_date_window" (GET /companies/{id}/financial-statements) — a line is included because its posting_date falls inside a window derived at read time from the company's fiscal_year_start_month setting; date_from/date_to are that derived window and the descriptor is always present (the window resolves with or without data). A month-scoped read (?month=) aggregates the narrower period_start..period_end echoed beside this object (the balance sheet staying cumulative from date_from).