finance 0.0.1 → 0.1.0

data/lib/timespan.rb

@@ -0,0 +1,10 @@
+class Numeric
+	def months
+		self
+	end
+
+	# Return the number of months.
+	def years
+		self * 12
+	end
+end

data/test/test_amortization.rb

@@ -0,0 +1,38 @@
+require 'rubygems'
+require 'finance'
+require 'flt/d'
+require 'test/unit'
+
+class TestBasicAmortization < Test::Unit::TestCase
+	def setup
+		@rate = Rate.new(0.0375, :apr, :duration => 30.years)
+		@amortization = Amortization.new(D(200000), @rate)
+	end
+
+	def test_balance
+		assert_equal D(0), @amortization.balance
+	end
+
+	def test_interest_sum
+		assert_equal D('133443.53'), @amortization.interest.sum
+	end
+
+	def test_payment
+		assert_equal D('-926.23'), @amortization.payment
+	end
+
+	def test_payments
+		payments = [ D('-926.23') ] * @rate.duration
+		# Account for rounding errors in last payment.
+		payments[-1] = D('-926.96')
+		assert_equal payments, @amortization.payments
+	end
+
+	def test_payments_sum
+		assert_equal D('-333443.53'), @amortization.payments.sum
+	end
+
+	def test_principal
+		assert_equal D(200000), @amortization.principal
+	end
+end

data/test/test_cashflows.rb

@@ -0,0 +1,14 @@
+require 'cashflows'
+require 'test/unit'
+
+class TestIRR < Test::Unit::TestCase
+	def test_simple
+		assert_in_delta(0.143, [-4000,1200,1410,1875,1050].irr, 0.001)
+	end
+end
+
+class TestNPV < Test::Unit::TestCase
+	def test_simple
+		assert_in_delta(49.211, [-100.0, 60, 60, 60].npv(0.1), 0.001)
+	end
+end

data/test/test_rates.rb

@@ -0,0 +1,31 @@
+require 'rubygems'
+require 'finance'
+require 'flt/d'
+require 'test/unit'
+
+class TestRates < Test::Unit::TestCase
+	def test_apr
+		rate = Rate.new(0.0375, :apr)
+		assert_equal D('0.03687'), rate.nominal.round(5)
+	end
+
+	def test_duration
+		rate = Rate.new(0.0375, :effective, :duration => 30.years)
+		assert_equal 360, rate.duration
+	end
+		
+	def test_effective
+		rate = Rate.new(0.03687, :nominal)
+		assert_equal D('0.0375'), rate.effective.round(4)
+	end
+
+	def test_monthly
+		rate = Rate.new(0.0375, :effective)
+		assert_equal D('0.003125'), rate.monthly
+	end
+
+	def test_nominal
+		rate = Rate.new(0.0375, :effective)
+		assert_equal D('0.03687'), rate.nominal.round(5)
+	end
+end

data/test/test_timespan.rb

@@ -0,0 +1,12 @@
+require 'finance'
+require 'test/unit'
+
+class TestTime < Test::Unit::TestCase
+	def test_months
+		assert_equal 360, 360.months
+	end
+
+	def test_years
+		assert_equal 360, 30.years
+	end
+end

metadata

@@ -1,13 +1,13 @@
 --- !ruby/object:Gem::Specification 
 name: finance
 version: !ruby/object:Gem::Version 
-  hash: 29
+  hash: 27
   prerelease: 
   segments: 
   - 0
-  - 0
   - 1
-  version: 0.0.1
+  - 0
+  version: 0.1.0
 platform: ruby
 authors: 
 - Bill Kranec
@@ -15,10 +15,25 @@ autorequire:
 bindir: bin
 cert_chain: []
 
-date: 2011-06-15 00:00:00 Z
-dependencies: []
-
-description: The goal of the finance library is to provide Ruby implementations of common financial formulas, with a function syntax similar to most modern spreadsheet programs.
+date: 2011-06-21 00:00:00 Z
+dependencies: 
+- !ruby/object:Gem::Dependency 
+  name: flt
+  prerelease: false
+  requirement: &id001 !ruby/object:Gem::Requirement 
+    none: false
+    requirements: 
+    - - ">="
+      - !ruby/object:Gem::Version 
+        hash: 27
+        segments: 
+        - 1
+        - 3
+        - 0
+        version: 1.3.0
+  type: :runtime
+  version_requirements: *id001
+description: The finance library provides a Ruby interface for working with interest rates, mortgage amortization, and cashflows (NPV, IRR, etc.).
 email: wkranec@gmail.com
 executables: []
 
@@ -27,9 +42,19 @@ extensions: []
 extra_rdoc_files: 
 - README
 files: 
-- lib/finance.rb
 - README
-homepage: http://finance.rubyforge.org
+- COPYING
+- COPYING.LESSER
+- lib/amortization.rb
+- lib/cashflows.rb
+- lib/finance.rb
+- lib/rates.rb
+- lib/timespan.rb
+- test/test_amortization.rb
+- test/test_cashflows.rb
+- test/test_rates.rb
+- test/test_timespan.rb
+homepage: https://rubygems.org/gems/finance
 licenses: []
 
 post_install_message: 
@@ -57,10 +82,10 @@ required_rubygems_version: !ruby/object:Gem::Requirement
       version: "0"
 requirements: []
 
-rubyforge_project: finance
+rubyforge_project: 
 rubygems_version: 1.8.5
 signing_key: 
 specification_version: 3
-summary: Ruby implementations of common financial formulas.
+summary: a library for financial calculations in Ruby.
 test_files: []