acvwilson-acvwilson-currency 0.5.0

data/README.txt

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+= Currency
+
+This is the git@cdscm Currency package.
+
+== Installation
+
+gem install currency
+
+== Documentation
+
+"Project Info":http://rubyforge.org/projects/currency/
+
+"API Documentation":http://currency.rubyforge.org/
+
+The RubyForge package currency
+implements an object-oriented representation of currencies, monetary values, foreign exchanges and rates.
+
+Currency::Money uses a scaled integer representation of the monetary value and performs accurate conversions from string values.
+
+See also: http://umleta.com/node/5
+
+== Home page
+
+* {Currency Home}[git@cdscm:currency.git]
+
+== Additional directories
+
+[./lib/...]      the Currency library
+[./test/...]     unit and functional test
+[./examples/...] example programs
+
+== Credits
+
+Currency was developed by:
+
+* Kurt Stephens -- ruby-currency(at)umleta.com, sponsored by umleta.com
+
+== License
+
+* See LICENSE.txt
+
+== Copyright
+
+* Copyright (C) 2006-2007 Kurt Stephens <ruby-currency(at)umleta.com>
+
+== Contributors
+
+* Steffen Rusitschka
+
+
+

data/Releases.txt

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+= Currency Release History
+
+== Release 0.4.11: 2007/11/02
+
+CRITICAL FIXES
+
+* parser.rb - uncommitted typos.
+
+== Release 0.4.10: 2007/11/01
+
+CRITICAL FIXES
+
+* xe.rb - http://xe.com format change: Handle inline div in rates table.
+* bin/currency_historical_rate_load - script for pulling rates from sources into historical rate table.
+* exception.rb - Currency::Exception::Base can take Array with optional key/values.
+* exception.rb - Additional exception classes.
+* ALL - use raise instead of throw throughout.
+
+
+== Release 0.4.9: 2007/11/01
+
+** IGNORE THIS RELEASE**
+
+* Broken rubyforge config.
+
+== Release 0.4.7: 2007/06/25
+
+CRITICAL FIXES
+
+* NewYorkFed: CRITICAL FIX:
+
+  Rates for USDAUD, USDEUR, USDNZD and USDGBP were reciprocals.
+  See http://www.newyorkfed.org/markets/fxrates/noon.cfm
+
+* FederalReserve: Added support for historical rates from http://www.federalreserve.gov/releases/H10/hist
+* Provider#get_rate(): Return first rate immediately.
+* Rate::Writable for rate summary computation support.
+* Rate: collect_rate(): fixed rate_date_1.
+* Historical::Rate: to_rate(): takes optional class.
+* Historical::Rate: from_rate(): fixed rate_samples.
+
+== Release 0.4.6: 2007/05/29
+
+* NewYorkFed: changed FEXtime to FEXTIME.
+* Fixed Rate#collect_rates, source, rate_date_0, rate_date_1.
+
+== Release 0.4.5: 2007/05/29
+
+* Historical::Rate table name can be configured in Currency::Config.current.historical_table_name
+* Fixed Rate::Source::TheFinancials.
+* Examples: use Currency.Money(), not Currency::Money.new().
+
+== Release 0.4.4: 2007/04/01
+
+MAY NOT BE BACKWARDS-COMPATIBLE
+
+* Fixed TimedCache.
+* Updated documentation.
+* Added support for Parser#time = :now.
+* Added support for Time in Formatter and Parser using Time#xmlschema.
+* Money#inspect now appends Money#time, if set.
+
+== Release 0.4.3: 2007/04/01
+
+* Added available? checks for NewYorkFed.
+* Created new UnavailableRates exception for rate providers that return no rates (New York Fed on weekends).
+* Fixed xe.com rate dates.
+* Refactored exceptions.
+* Fixed comments.
+
+== Release 0.4.2: 2007/03/11
+
+* Missing Manifest changes
+* Missing Contributors
+
+== Release 0.4.1: 2007/03/10
+
+Some changes are not backwards-compatible
+
+* Fixed Rate::Source::Xe; site format changed, more robust parser.
+* Added Currency::Config.
+* Support for filtering Float values before casting to Money, based on suggestions for rounding by Steffen Rusitschka.
+* Fixed :allow_nil in ActiveRecord money macro based on fix by Steffen Rusitschka.
+* Fixed package scoping issue in Money.
+* Added support for Formatter#template string
+* Money format template default changed to '#{code}#{code && " "}#{symbol}#{sign}#{whole}#{fraction}'.  THIS MAY BREAK EXISTING CLIENTS.  See http://www.jhall.demon.co.uk/currency/ for rationale.
+
+== Release 0.4.0: 2007/02/21
+
+=== MAJOR CHANGES IN THIS RELEASE FOR HISTORICAL RATE DATA
+
+Some changes are not backwards-compatible
+
+* ActiveRecord::Base.money macro is deprecated, use ActiveRecord::Base.attr_money macro.
+* Currency::Exchange is now Currency::Exchange::Rate::Source
+  NOTE: Currency::Exchange::* is reserved for buying/selling currencies, not for providing rate data.
+* Refactored xe.com homepage rate source as a Currency::Exchange::Rate::Source::Xe.
+* Refactored Currency::Exchange::Test as Currency::Exchange::Rate::Source::Test.
+* Support for historical money values and rates using ActiveRecord.
+* Added Rate::Source::Historical::Writer.
+* Added newyorkfed.org XML rate source.
+* Added thefinancials.com XML rate source.
+* Refactored rate deriviation into Currency::Exchange::Rate::Deriver.
+* Refactored rate caching into Currency::Exchange::Rate::Source::TimedCache.
+* Added Money attribute macros for classes not using ActiveRecord.
+* Refactored time-based rate caching into Currency::Exchange::Rate::Source::TimedCache.
+* Refactored Currency::Currency#format into Currency::Formatter.  
+  NOTE: old formatting options as :no_* no longer supported.
+* Refactored Currency::Currency#parse into Currency::Parser.
+* Currency::CurrencyFactory is now Currency::Currency::Factory.
+* Preliminary Currency::Exchange::Rate::Source::Failover.
+* Added copyright notices: LICENSE.txt, COPYING.txt.
+
+== Release 0.3.3: 2006/10/31
+
+* Inclusion of README.txt and Releases.txt into documentation.
+
+== Release 0.3.2: 2006/10/31
+
+* BOO!
+* Added expiration of rates in Xe.
+* Fixed Currency.symbol formatting when Currency.symbol.nil?
+* Added more Money tests.
+
+== Release 0.3.1: 2006/10/31
+
+* Remove debug puts.
+
+== Release 0.3.0: 2006/10/31
+
+* ActiveRecord money :*_field options are now named :*_column.
+* More ActiveRecord tests
+
+== Release 0.2.1: 2006/10/31
+
+* Fixed Manifest.txt
+
+== Release 0.2.0: 2006/10/31
+
+* Restructured namespace
+* Added more documentation
+* Added ActiveRecord tests
+
+== Release 0.1.2: 2006/10/30
+
+* Rakefile now uses Hoe
+
+== Release 0.1.1: 2006/10/30
+
+* Fixes gem packaging errors.
+
+== Release 0.1.0: 2006/10/29
+
+* Initial Release
+

data/TODO.txt

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+
+= Currency To Do List
+
+* Clean up and normalize all exceptions:
+** Rate sources should add :source => source, etc.
+* Refactor all configuration class variables into Currency::Config
+* Refactor all cached values into objects that can be reinstantiated on a per-thread basis
+* Support http://www.xe.com/ucc/full.php rate queries.
+

data/currency.gemspec

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+Gem::Specification.new do |s|
+  s.name = %q{acvwilson-currency}
+  s.version = "0.5.0"
+ 
+  s.required_rubygems_version = Gem::Requirement.new(">= 0") if s.respond_to? :required_rubygems_version=
+  s.authors = ["Asa Wilson"]
+  s.date = %q{2008-11-14}
+  s.description = %q{Currency conversions for Ruby}
+  s.email = ["acvwilson@gmail.com"]
+  s.extra_rdoc_files = ["ChangeLog", "COPYING.txt", "LICENSE.txt", "Manifest.txt", "README.txt", "Releases.txt", "TODO.txt"]
+  s.files = ["COPYING.txt", "currency.gemspec", "examples/ex1.rb", "examples/xe1.rb", "lib/currency/active_record.rb", "lib/currency/config.rb", "lib/currency/core_extensions.rb", "lib/currency/currency/factory.rb", "lib/currency/currency.rb", "lib/currency/currency_version.rb", "lib/currency/exception.rb", "lib/currency/exchange/rate/deriver.rb", "lib/currency/exchange/rate/source/base.rb", "lib/currency/exchange/rate/source/failover.rb", "lib/currency/exchange/rate/source/federal_reserve.rb", "lib/currency/exchange/rate/source/historical/rate.rb", "lib/currency/exchange/rate/source/historical/rate_loader.rb", "lib/currency/exchange/rate/source/historical/writer.rb", "lib/currency/exchange/rate/source/historical.rb", "lib/currency/exchange/rate/source/new_york_fed.rb", "lib/currency/exchange/rate/source/provider.rb", "lib/currency/exchange/rate/source/test.rb", "lib/currency/exchange/rate/source/the_financials.rb", "lib/currency/exchange/rate/source/timed_cache.rb", "lib/currency/exchange/rate/source/xe.rb", "lib/currency/exchange/rate/source.rb", "lib/currency/exchange/rate.rb", "lib/currency/exchange/time_quantitizer.rb", "lib/currency/exchange.rb", "lib/currency/formatter.rb", "lib/currency/macro.rb", "lib/currency/money.rb", "lib/currency/money_helper.rb", "lib/currency/parser.rb", "lib/currency.rb", "LICENSE.txt", "Manifest.txt", "README.txt", "Releases.txt", "spec/ar_base_spec.rb", "spec/ar_column_spec.rb", "spec/ar_core_spec.rb", "spec/ar_simple_spec.rb", "spec/config_spec.rb", "spec/federal_reserve_spec.rb", "spec/formatter_spec.rb", "spec/historical_writer_spec.rb", "spec/macro_spec.rb", "spec/money_spec.rb", "spec/new_york_fed_spec.rb", "spec/parser_spec.rb", "spec/spec_helper.rb", "spec/time_quantitizer_spec.rb", "spec/timed_cache_spec.rb", "spec/xe_spec.rb", "TODO.txt"]
+  s.has_rdoc = true
+  s.homepage = %q{http://currency.rubyforge.org/}
+  s.rdoc_options = ["--main", "README.txt"]
+  s.require_paths = ["lib"]
+  s.rubygems_version = %q{1.3.0}
+  s.summary = %q{acvwilson-currency 0.5.0}
+end

data/examples/ex1.rb

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+$:.unshift(File.join(File.dirname(__FILE__), '..', 'lib'))
+
+require 'currency'
+require 'currency/exchange/rate/source/test'
+
+x = Currency.Money("1,203.43", :USD)
+
+puts x.to_s
+puts (x * 10).to_s
+puts (x * 33333).inspect
+
+puts x.currency.code.inspect
+

data/examples/xe1.rb

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+$:.unshift(File.join(File.dirname(__FILE__), '..', 'lib'))
+
+require 'currency'
+require 'currency/exchange/rate/source/xe'
+
+ex = Currency::Exchange::Rate::Source::Xe.new()
+Currency::Exchange::Rate::Source.current = ex
+
+puts ex.inspect
+puts ex.parse_page_rates.inspect
+
+usd = Currency.Money("1", 'USD')
+
+puts "usd = #{usd}"
+
+cad = usd.convert(:CAD)
+puts "cad = #{cad}"
+
+
+

data/lib/currency.rb

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+# Copyright (C) 2006-2007 Kurt Stephens <ruby-currency(at)umleta.com>
+#
+# See LICENSE.txt for details.
+#
+# = Currency
+#
+# The Currency package provides an object-oriented model of:
+#
+# * currencies 
+# * exchanges
+# * exchange rates
+# * exchange rate sources
+# * monetary values
+#
+# The core classes are:
+#
+# * Currency::Money - uses a scaled integer representation of a monetary value and performs accurate conversions to and from string values.
+# * Currency::Currency - provides an object-oriented representation of a currency.
+# * Currency::Exchange::Base - the base class for a currency exchange rate provider.
+# * Currency::Exchange::Rate::Source::Base - the base class for an on-demand currency exchange rate data provider.
+# * Currency::Exchange::Rate::Source::Provider - the base class for a bulk exchange rate data provider.
+# * Currency::Exchange::Rate - represents a exchange rate between two currencies.
+#
+# 
+# The example below uses Currency::Exchange::Xe to automatically get 
+# exchange rates from http://xe.com/ :
+#
+#    require 'currency'
+#    require 'currency/exchange/rate/deriver'
+#    require 'currency/exchange/rate/source/xe'
+#    require 'currency/exchange/rate/source/timed_cache'
+#    
+#    # Rate source initialization
+#    provider = Currency::Exchange::Rate::Source::Xe.new
+#    deriver  = Currency::Exchange::Rate::Deriver.new(:source => provider)
+#    cache = Currency::Exchange::Rate::Source::TimedCache.new(:source => deriver)
+#    Currency::Exchange::Rate::Source.default = cache
+#
+#    usd = Currency::Money('6.78', :USD)
+#    puts "usd = #{usd.format}"
+#    cad = usd.convert(:CAD)
+#    puts "cad = #{cad.format}"
+#
+# == ActiveRecord Suppport
+#
+# This package also contains ActiveRecord support for money values:
+#
+#    require 'currency'
+#    require 'currency/active_record'
+#    
+#    class Entry < ActiveRecord::Base
+#       money :amount
+#    end
+# 
+# In the example above, the entries.amount database column is an INTEGER that represents US cents. 
+# The currency code of the money value can be stored in an additional database column or a default currency can be used.
+#
+# == Recent Enhancements
+#
+# === Storage and retrival of historical exchange rates
+#
+# * See Currency::Exchange::Rate::Source::Historical
+# * See Currency::Exchange::Rate::Source::Historical::Writer
+#
+# === Automatic derivation of rates from base rates.
+#
+# * See Currency::Exchange::Rate::Deriver
+#
+# === Rate caching
+#
+# * See Currency::Exchange::Rate::Source::TimedCache
+#
+# === Rate Providers
+#
+# * See Currency::Exchange::Rate::Source::Xe
+# * See Currency::Exchange::Rate::Source::NewYorkFed
+# * See Currency::Exchange::Rate::Source::TheFinancials
+#
+# === Customizable formatting and parsing
+#
+# * See Currency::Formatter
+# * See Currency::Parser
+#
+# == Future Enhancements
+#
+# * Support for inflationary rates within a currency, e.g. $10 USD in the year 1955 converted to 2006 USD.
+# 
+# == SVN Repo
+#
+#    svn checkout svn://rubyforge.org/var/svn/currency/currency/trunk
+#
+# == Examples
+#
+# See the examples/ and test/ directorys
+#
+# == Author
+#
+# Kurt Stephens http://kurtstephens.com
+#
+# == Support
+#
+# http://rubyforge.org/forum/forum.php?forum_id=7643
+#
+# == Copyright
+#
+# Copyright (C) 2006-2007 Kurt Stephens <ruby-currency(at)umleta.com>
+#
+# See LICENSE.txt for details.
+#
+module Currency
+  # Use this function instead of Money#new:
+  #
+  #    Currency::Money("12.34", :CAD)
+  #
+  # Do not do this:
+  #
+  #    Currency::Money.new("12.34", :CAD)
+  #
+  # See Money#new.
+  def self.Money(*opts)
+    Money.new(*opts)
+  end
+end
+
+$:.unshift(File.expand_path(File.dirname(__FILE__))) unless $:.include?(File.dirname(__FILE__)) || $:.include?(File.expand_path(File.dirname(__FILE__)))
+
+require 'currency/currency_version'
+require 'currency/config'
+require 'currency/exception'
+require 'currency/money'
+require 'currency/currency'
+require 'currency/currency/factory'
+require 'currency/money'
+require 'currency/formatter'
+require 'currency/parser'
+require 'currency/exchange'
+require 'currency/exchange/rate'
+require 'currency/exchange/rate/deriver'
+require 'currency/exchange/rate/source'
+require 'currency/exchange/rate/source/test'
+require 'currency/exchange/time_quantitizer'
+require 'currency/core_extensions'
+

data/lib/currency/active_record.rb

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+# Copyright (C) 2006-2007 Kurt Stephens <ruby-currency(at)umleta.com>
+# See LICENSE.txt for details.
+
+require 'active_record/base'
+require File.join(File.dirname(__FILE__), '..', 'currency')
+
+# See Currency::ActiveRecord::ClassMethods
+class ActiveRecord::Base
+    @@money_attributes = { }
+
+    # Called by money macro when a money attribute
+    # is created.
+    def self.register_money_attribute(attr_opts)
+      (@@money_attributes[attr_opts[:class]] ||= { })[attr_opts[:attr_name]] = attr_opts
+    end
+
+    # Returns an array of option hashes for all the money attributes of
+    # this class.
+    #
+    # Superclass attributes are not included.
+    def self.money_attributes_for_class(cls)
+      (@@money_atttributes[cls] || { }).values
+    end
+
+
+    # Iterates through all known money attributes in all classes.
+    #
+    # each_money_attribute { | money_opts |
+    #   ...
+    # }
+    def self.each_money_attribute(&blk)
+      @@money_attributes.each do | cls, hash |
+        hash.each do | attr_name, attr_opts |
+          yield attr_opts
+        end
+      end
+    end
+
+end # class
+
+
+# See Currency::ActiveRecord::ClassMethods
+module Currency::ActiveRecord
+    
+    def self.append_features(base) # :nodoc:
+      # $stderr.puts "  Currency::ActiveRecord#append_features(#{base})"
+      super
+      base.extend(ClassMethods)
+    end
+
+
+
+# == ActiveRecord Suppport
+#
+# Support for Money attributes in ActiveRecord::Base subclasses:
+#
+#    require 'currency'
+#    require 'currency/active_record'
+#    
+#    class Entry < ActiveRecord::Base
+#       attr_money :amount
+#    end
+# 
+    module ClassMethods
+
+      # Deprecated: use attr_money.
+      def money(*args)
+        $stderr.puts "WARNING: money(#{args.inspect}) deprecated, use attr_money: in #{caller(1)[0]}"
+        attr_money(*args)
+      end
+
+
+      # Defines a Money object attribute that is bound
+      # to a database column.  The database column to store the
+      # Money value representation is assumed to be
+      # INTEGER and will store Money#rep values.
+      #
+      # Options:
+      #
+      #    :column => undef
+      #
+      # Defines the column to use for storing the money value.
+      # Defaults to the attribute name.
+      #
+      # If this column is different from the attribute name,
+      # the money object will intercept column=(x) to flush
+      # any cached Money object.
+      #
+      #    :currency => currency_code (e.g.: :USD)
+      #
+      # Defines the Currency to use for storing a normalized Money 
+      # value.
+      #
+      # All Money values will be converted to this Currency before
+      # storing.  This allows SQL summary operations, 
+      # like SUM(), MAX(), AVG(), etc., to produce meaningful results,
+      # regardless of the initial currency specified.  If this
+      # option is used, subsequent reads will be in the specified
+      # normalization :currency.
+      #
+      #    :currency_column => undef
+      #
+      # Defines the name of the CHAR(3) column used to store and
+      # retrieve the Money's Currency code.  If this option is used, each
+      # record may use a different Currency to store the result, such
+      # that SQL summary operations, like SUM(), MAX(), AVG(), 
+      # may return meaningless results.
+      #
+      #    :currency_preferred_column => undef
+      #
+      # Defines the name of a CHAR(3) column used to store and
+      # retrieve the Money's Currency code.  This option can be used
+      # with normalized Money values to retrieve the Money value 
+      # in its original Currency, while
+      # allowing SQL summary operations on the normalized Money values
+      # to still be valid.
+      #
+      #    :time => undef
+      #
+      # Defines the name of attribute used to 
+      # retrieve the Money's time.  If this option is used, each
+      # Money value will use this attribute during historical Currency
+      # conversions.
+      #
+      # Money values can share a time value with other attributes
+      # (e.g. a created_on column).
+      #
+      # If this option is true, the money time attribute will be named
+      # "#{attr_name}_time" and :time_update will be true.
+      #
+      #    :time_update => undef
+      #
+      # If true, the Money time value is updated upon setting the
+      # money attribute.  
+      #
+      def attr_money(attr_name, *opts)
+        opts = Hash[*opts]
+
+        attr_name = attr_name.to_s
+        opts[:class] = self
+        opts[:table] = self.table_name
+        opts[:attr_name] = attr_name.intern
+        ::ActiveRecord::Base.register_money_attribute(opts)
+
+        column = opts[:column] || opts[:attr_name]
+        opts[:column] = column
+
+        if column.to_s != attr_name.to_s
+          alias_accessor = <<-"end_eval"
+alias :before_money_#{column}=, :#{column}=
+
+def #{column}=(__value)
+  @{attr_name} = nil # uncache
+  before_money#{column} = __value
+end
+
+end_eval
+        end
+
+        currency = opts[:currency]
+
+        currency_column = opts[:currency_column]
+        if currency_column && ! currency_column.kind_of?(String)
+          currency_column = currency_column.to_s
+          currency_column = "#{column}_currency"
+        end
+        if currency_column
+          read_currency = "read_attribute(:#{currency_column.to_s})"
+          write_currency = "write_attribute(:#{currency_column}, #{attr_name}_money.nil? ? nil : #{attr_name}_money.currency.code.to_s)"
+        end
+        opts[:currency_column] = currency_column
+
+        currency_preferred_column = opts[:currency_preferred_column]
+        if currency_preferred_column
+          currency_preferred_column = currency_preferred_column.to_s
+          read_preferred_currency = "@#{attr_name} = @#{attr_name}.convert(read_attribute(:#{currency_preferred_column}))"
+          write_preferred_currency = "write_attribute(:#{currency_preferred_column}, @#{attr_name}_money.currency.code)"
+        end
+
+        time = opts[:time]
+        write_time = ''
+        if time
+          if time == true
+            time = "#{attr_name}_time"
+            opts[:time_update] = true
+          end
+          read_time = "self.#{time}"
+        end
+        opts[:time] = time
+        if opts[:time_update]
+          write_time = "self.#{time} = #{attr_name}_money && #{attr_name}_money.time"
+        end
+
+        currency ||= ':USD'
+        time ||= 'nil'
+
+        read_currency ||= currency
+        read_time ||= time
+
+        money_rep ||= "#{attr_name}_money.rep"
+
+        validate_allow_nil = opts[:allow_nil] ? ', :allow_nil => true' : ''
+        validate = "# Validation\n"
+        validate << "\nvalidates_numericality_of :#{attr_name}#{validate_allow_nil}\n"
+        validate << "\nvalidates_format_of :#{currency_column}, :with => /^[A-Z][A-Z][A-Z]$/#{validate_allow_nil}\n" if currency_column
+
+ 
+        alias_accessor ||= ''
+
+        module_eval (opts[:module_eval] = x = <<-"end_eval"), __FILE__, __LINE__
+#{validate}
+
+#{alias_accessor}
+
+def #{attr_name}
+  # $stderr.puts "  \#{self.class.name}##{attr_name}"
+  unless @#{attr_name}
+    #{attr_name}_rep = read_attribute(:#{column})
+    unless #{attr_name}_rep.nil?
+      @#{attr_name} = ::Currency::Money.new_rep(#{attr_name}_rep, #{read_currency} || #{currency}, #{read_time} || #{time})
+      #{read_preferred_currency}
+    end
+  end
+  @#{attr_name}
+end
+
+def #{attr_name}=(value)
+  if value.nil?
+    #{attr_name}_money = nil
+  elsif value.kind_of?(Integer) || value.kind_of?(String) || value.kind_of?(Float)
+    #{attr_name}_money = ::Currency::Money(value, #{currency})
+    #{write_preferred_currency}
+  elsif value.kind_of?(::Currency::Money)
+    #{attr_name}_money = value
+    #{write_preferred_currency}
+    #{write_currency ? write_currency : "#{attr_name}_money = #{attr_name}_money.convert(#{currency})"}
+  else
+    raise ::Currency::Exception::InvalidMoneyValue, value
+  end
+
+  @#{attr_name} = #{attr_name}_money
+  
+  write_attribute(:#{column}, #{attr_name}_money.nil? ? nil : #{money_rep})
+  #{write_time}
+
+  value
+end
+
+def #{attr_name}_before_type_cast
+  # FIXME: User cannot specify Currency
+  x = #{attr_name}
+  x &&= x.format(:symbol => false, :currency => false, :thousands => false)
+  x
+end
+
+end_eval
+        # $stderr.puts "   CODE = #{x}"
+      end
+    end
+end
+
+
+ActiveRecord::Base.class_eval do
+  include Currency::ActiveRecord
+end