money v1.3.0
money
Introduction
A Crystal shard for dealing with money and currency conversion ported from RubyMoney.
Features
- Provides a
Money
class which encapsulates all information about an certain amount of money, such as its value and its currency. - Provides a
Money::Currency
class which encapsulates all information about a monetary unit. - Represents monetary values as integers, in cents. This avoids floating point rounding errors.
- Represents currency as
Money::Currency
instances providing a high level of flexibility. - Provides APIs for exchanging money from one currency to another.
Resources
Notes
- Your app must use UTF-8 to function with this library. There are a number of non-ASCII currency attributes.
- This app requires JSON.
Installation
Add this to your application's shard.yml
:
dependencies:
money:
github: crystal-money/money
Install with shards install
.
Usage
require "money"
# 10.00 USD
money = Money.new(1000, "USD")
money.cents # => 1000
money.currency # => Money::Currency.find("USD")
# Comparisons
Money.new(1000, "USD") == Money.new(1000, "USD") # => true
Money.new(1000, "USD") == Money.new(100, "USD") # => false
Money.new(1000, "USD") == Money.new(1000, "EUR") # => false
Money.new(1000, "USD") != Money.new(1000, "EUR") # => true
# Arithmetic
Money.new(1000, "USD") + Money.new(500, "USD") == Money.new(1500, "USD")
Money.new(1000, "USD") - Money.new(200, "USD") == Money.new(800, "USD")
Money.new(1000, "USD") / 5 == Money.new(200, "USD")
Money.new(1000, "USD") * 5 == Money.new(5000, "USD")
# Unit to subunit conversions
Money.from_amount(5, "USD") == Money.new(500, "USD") # 5 USD
Money.from_amount(5, "JPY") == Money.new(5, "JPY") # 5 JPY
Money.from_amount(5, "TND") == Money.new(5000, "TND") # 5 TND
# Currency conversions
some_code_to_setup_exchange_rates
Money.new(1000, "USD").exchange_to("EUR") == Money.new(some_value, "EUR")
# Formatting (see Formatting section for more options)
Money.new(100, "USD").format # => "$1.00"
Money.new(100, "GBP").format # => "£1.00"
Money.new(100, "EUR").format # => "€1.00"
Currency
Currencies are consistently represented as instances of Money::Currency
. The most part of Money
APIs allows you to supply either a String
, Symbol
or a Money::Currency
.
Money.new(1000, "USD") == Money.new(1000, Money::Currency.find("USD"))
Money.new(1000, "EUR").currency == Money::Currency.find(:eur)
Money.new(1000, "PLN").currency == Money::Currency[:pln]
A Money::Currency
instance holds all the information about the currency, including the currency symbol, name and much more.
currency = Money.new(1000, "USD").currency
currency.code # => "USD"
currency.name # => "United States Dollar"
To define a new Money::Currency
use Money::Currency.register
as shown below.
currency = Money::Currency.new(
priority: 1,
code: "USD",
iso_numeric: 840,
name: "United States Dollar",
symbol: "$",
symbol_first: true,
subunit: "Cent",
subunit_to_unit: 100,
decimal_mark: ".",
thousands_separator: ","
)
Money::Currency.register(currency)
The pre-defined set of attributes includes:
:priority
a numerical value you can use to sort/group the currency list:code
the international 3-letter code as defined by the ISO 4217 standard:iso_numeric
the international 3-digit code as defined by the ISO 4217 standard:name
the currency name:symbol
the currency symbol (UTF-8 encoded):symbol_first
whether a money symbol should go before the amount:subunit
the name of the fractional monetary unit:subunit_to_unit
the proportion between the unit and the subunit:decimal_mark
character between the whole and fraction amounts:thousands_separator
character between each thousands place
All attributes except :code
and :subunit_to_unit
are optional. Some attributes, such as :symbol
, are used by the Money
class to print out a representation of the object. Other attributes, such as :name
or :priority
, exist to provide a basic API you can take advantage of to build your application.
:priority
The priority attribute is an arbitrary numerical value you can assign to the Money::Currency
and use in sorting/grouping operation.
For instance, let's assume your web application needs to render a currency selector like the one available here. You can create a couple of custom methods to return the list of major currencies and all currencies as follows:
# Returns an array of currency id where priority < 10
def major_currencies(hash)
hash.values.sort.take_while(&.priority.try(&.<(10))).map(&.id)
end
# Returns an array of all currency id
def all_currencies(hash)
hash.keys
end
major_currencies(Money::Currency.table)
# => ["usd", "eur", "gbp", "aud", "cad", "jpy"]
all_currencies(Money::Currency.table)
# => ["aed", "afn", "all", ...]
Default Currency
By default Money
defaults to USD as its currency. This can be overwritten using:
Money.default_currency = Money::Currency.find("CAD")
# or
Money.default_currency = :cad
Currency Exponent
The exponent of a money value is the number of digits after the decimal separator (which separates the major unit from the minor unit). See e.g. ISO 4217 for more information. You can find the exponent (as an Int32
) by
Money::Currency.find("USD").exponent # => 2
Money::Currency.find("JPY").exponent # => 0
Money::Currency.find("MGA").exponent # => 1
Currency Lookup
To find a given currency by ISO 4217 numeric code (three digits) you can do
Money::Currency.find(&.iso_numeric.==(978)) # => #<Money::Currency @iso_numeric=978, @code="EUR", @name="Euro", @symbol="€", @subunit="Cent", @subunit_to_unit=100, @symbol_first=true ...>
Currency Exchange
Exchanging money is performed through an exchange Bank
object. The default exchange Bank
object requires one to manually specify the exchange rate. Here's an example of how it works:
Money.default_bank.store["USD", "EUR"] = 1.24515
Money.default_bank.store["EUR", "USD"] = 0.803115
Money.new(100, "USD").exchange_to("EUR") # => Money.new(@amount=1.24, @currency="EUR")
Money.new(100, "EUR").exchange_to("USD") # => Money.new(@amount=0.8, @currency="USD")
Comparison and arithmetic operations work as expected:
Money.new(1000, "USD") <=> Money.new(900, "USD") # => 1; 9.00 USD is smaller
Money.new(1000, "EUR") + Money.new(10, "EUR") # => Money.new(@amount=10.1, @currency="EUR")
Money.default_bank.store["USD", "EUR"] = 0.5
Money.new(1000, "EUR") + Money.new(1000, "USD") # => Money.new(@amount=15, @currency="EUR")
Exchange rate stores
The default bank is initialized with an in-memory store for exchange rates.
Money.default_bank = Money::Bank::VariableExchange.new(Money::Currency::RateStore::Memory.new)
You can pass you own store implementation, ie. for storing and retrieving rates off a database, file, cache, etc.
Money.default_bank = Money::Bank::VariableExchange.new(MyCustomStore.new)
# Add to the underlying store
Money.default_bank.store["USD", "CAD"] = 0.9
# Retrieve from the underlying store
Money.default_bank.store["USD", "CAD"] # => 0.9
# Exchanging amounts just works
Money.new(10.0, "USD").exchange_to("CAD") # => Money(@amount=9 @currency="CAD")
There is nothing stopping you from creating store objects which scrapes XE for the current rates or just returns rand(2)
:
Money.default_bank = Money::Bank::VariableExchange.new(StoreWhichScrapesXeDotCom.new)
You can also implement your own Bank
to calculate exchanges differently. Different banks can share Stores.
Money.default_bank = MyCustomBank.new(Money::Currency::RateStore::Memory.new)
If you wish to disable automatic currency conversion to prevent arithmetic when currencies don't match:
Money.disallow_currency_conversion!
Rounding
By default, Money
objects are rounded to the nearest cent and the additional precision is not preserved:
Money.new(2.34567).to_s # => "$2.35"
To round to the nearest cent (or anything more precise), you can use the Money#round
method.
Money.new(2.34567).round(4).to_s # => "$2.35"
To retain the additional precision, you will also need to set Money.infinite_precision
to true
.
Money.infinite_precision = true
Money.new(2.34567).to_s # => "$2.34567"
Money.new(2.34567).round(4).to_s # => "$2.3457"
Formatting
There are several formatting rules for when Money#format
is called. For more information, check out the formatting module source, or read the latest release's docs.
If you wish to format money according to the EU's Rules for expressing monetary units in either English, Irish, Latvian or Maltese:
money = Money.new(123, :gbp) # => Money(@amount=1.23 @currency="GBP")
money.format(symbol: "#{money.currency} ") # => "GBP 1.23"
Heuristics
To parse a String
containing amount with currency code or symbol you can do
Money.parse("$12.34") # => Money(@amount=12.34, @currency="USD")
Money.parse("12.34 USD") # => Money(@amount=12.34, @currency="USD")
Contributors
- Sija Sijawusz Pur Rahnama - creator, maintainer
Thanks
Thanks to all of the contributors for their awesome work on RubyMoney.
money
- 31
- 8
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- about 1 year ago
- December 8, 2017
MIT License
Wed, 06 Nov 2024 22:56:15 GMT