money 6.7.1 → 6.13.0

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Files changed (46) hide show
  1. checksums.yaml +4 -4
  2. data/.rspec +2 -1
  3. data/.travis.yml +15 -6
  4. data/AUTHORS +5 -0
  5. data/CHANGELOG.md +98 -3
  6. data/Gemfile +13 -4
  7. data/LICENSE +2 -0
  8. data/README.md +64 -44
  9. data/config/currency_backwards_compatible.json +30 -0
  10. data/config/currency_iso.json +135 -59
  11. data/config/currency_non_iso.json +66 -2
  12. data/lib/money.rb +0 -13
  13. data/lib/money/bank/variable_exchange.rb +9 -22
  14. data/lib/money/currency.rb +33 -39
  15. data/lib/money/currency/heuristics.rb +1 -144
  16. data/lib/money/currency/loader.rb +1 -1
  17. data/lib/money/locale_backend/base.rb +7 -0
  18. data/lib/money/locale_backend/errors.rb +6 -0
  19. data/lib/money/locale_backend/i18n.rb +24 -0
  20. data/lib/money/locale_backend/legacy.rb +28 -0
  21. data/lib/money/money.rb +106 -139
  22. data/lib/money/money/allocation.rb +37 -0
  23. data/lib/money/money/arithmetic.rb +31 -28
  24. data/lib/money/money/constructors.rb +1 -2
  25. data/lib/money/money/formatter.rb +397 -0
  26. data/lib/money/money/formatting_rules.rb +120 -0
  27. data/lib/money/money/locale_backend.rb +20 -0
  28. data/lib/money/rates_store/memory.rb +1 -2
  29. data/lib/money/version.rb +1 -1
  30. data/money.gemspec +10 -16
  31. data/spec/bank/variable_exchange_spec.rb +7 -3
  32. data/spec/currency/heuristics_spec.rb +2 -153
  33. data/spec/currency_spec.rb +44 -3
  34. data/spec/locale_backend/i18n_spec.rb +62 -0
  35. data/spec/locale_backend/legacy_spec.rb +74 -0
  36. data/spec/money/allocation_spec.rb +130 -0
  37. data/spec/money/arithmetic_spec.rb +184 -90
  38. data/spec/money/constructors_spec.rb +0 -12
  39. data/spec/money/formatting_spec.rb +296 -179
  40. data/spec/money/locale_backend_spec.rb +14 -0
  41. data/spec/money_spec.rb +159 -26
  42. data/spec/rates_store/memory_spec.rb +13 -2
  43. data/spec/spec_helper.rb +2 -0
  44. data/spec/support/shared_examples/money_examples.rb +14 -0
  45. metadata +32 -40
  46. data/lib/money/money/formatting.rb +0 -418
@@ -10,8 +10,7 @@ class Money
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  # @example
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  # Money.empty #=> #<Money @fractional=0>
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  def empty(currency = default_currency)
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- @empty ||= {}
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- @empty[currency] ||= new(0, currency).freeze
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+ new(0, currency)
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  end
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  alias_method :zero, :empty
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@@ -0,0 +1,397 @@
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+ # encoding: UTF-8
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+ require 'money/money/formatting_rules'
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+
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+ class Money
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+ class Formatter
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+ DEFAULTS = {
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+ thousands_separator: '',
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+ decimal_mark: '.'
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+ }.freeze
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+
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+ # Creates a formatted price string according to several rules.
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+ #
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+ # @param [Hash] rules The options used to format the string.
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+ #
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+ # @return [String]
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+ #
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+ # @option rules [Boolean, String] :display_free (false) Whether a zero
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+ # amount of money should be formatted of "free" or as the supplied string.
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+ #
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+ # @example
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+ # Money.us_dollar(0).format(display_free: true) #=> "free"
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+ # Money.us_dollar(0).format(display_free: "gratis") #=> "gratis"
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+ # Money.us_dollar(0).format #=> "$0.00"
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+ #
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+ # @option rules [Boolean] :with_currency (false) Whether the currency name
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+ # should be appended to the result string.
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+ #
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+ # @example
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+ # Money.ca_dollar(100).format #=> "$1.00"
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+ # Money.ca_dollar(100).format(with_currency: true) #=> "$1.00 CAD"
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+ # Money.us_dollar(85).format(with_currency: true) #=> "$0.85 USD"
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+ #
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+ # @option rules [Boolean] :rounded_infinite_precision (false) Whether the
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+ # amount of money should be rounded when using {infinite_precision}
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+ #
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+ # @example
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+ # Money.us_dollar(100.1).format #=> "$1.001"
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+ # Money.us_dollar(100.1).format(rounded_infinite_precision: true) #=> "$1"
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+ # Money.us_dollar(100.9).format(rounded_infinite_precision: true) #=> "$1.01"
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+ #
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+ # @option rules [Boolean] :no_cents (false) Whether cents should be omitted.
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+ #
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+ # @example
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+ # Money.ca_dollar(100).format(no_cents: true) #=> "$1"
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+ # Money.ca_dollar(599).format(no_cents: true) #=> "$5"
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+ #
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+ # @option rules [Boolean] :no_cents_if_whole (false) Whether cents should be
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+ # omitted if the cent value is zero
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+ #
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+ # @example
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+ # Money.ca_dollar(10000).format(no_cents_if_whole: true) #=> "$100"
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+ # Money.ca_dollar(10034).format(no_cents_if_whole: true) #=> "$100.34"
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+ #
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+ # @option rules [Boolean, String, nil] :symbol (true) Whether a money symbol
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+ # should be prepended to the result string. The default is true. This method
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+ # attempts to pick a symbol that's suitable for the given currency.
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+ #
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+ # @example
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+ # Money.new(100, "USD") #=> "$1.00"
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+ # Money.new(100, "GBP") #=> "£1.00"
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+ # Money.new(100, "EUR") #=> "€1.00"
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+ #
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+ # # Same thing.
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+ # Money.new(100, "USD").format(symbol: true) #=> "$1.00"
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+ # Money.new(100, "GBP").format(symbol: true) #=> "£1.00"
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+ # Money.new(100, "EUR").format(symbol: true) #=> "€1.00"
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+ #
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+ # # You can specify a false expression or an empty string to disable
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+ # # prepending a money symbol.§
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+ # Money.new(100, "USD").format(symbol: false) #=> "1.00"
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+ # Money.new(100, "GBP").format(symbol: nil) #=> "1.00"
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+ # Money.new(100, "EUR").format(symbol: "") #=> "1.00"
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+ #
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+ # # If the symbol for the given currency isn't known, then it will default
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+ # # to "¤" as symbol.
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+ # Money.new(100, "AWG").format(symbol: true) #=> "¤1.00"
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+ #
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+ # # You can specify a string as value to enforce using a particular symbol.
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+ # Money.new(100, "AWG").format(symbol: "ƒ") #=> "ƒ1.00"
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+ #
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+ # # You can specify a indian currency format
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+ # Money.new(10000000, "INR").format(south_asian_number_formatting: true) #=> "1,00,000.00"
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+ # Money.new(10000000).format(south_asian_number_formatting: true) #=> "$1,00,000.00"
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+ #
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+ # @option rules [Boolean, nil] :symbol_before_without_space (true) Whether
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+ # a space between the money symbol and the amount should be inserted when
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+ # +:symbol_position+ is +:before+. The default is true (meaning no space). Ignored
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+ # if +:symbol+ is false or +:symbol_position+ is not +:before+.
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+ #
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+ # @example
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+ # # Default is to not insert a space.
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+ # Money.new(100, "USD").format #=> "$1.00"
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+ #
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+ # # Same thing.
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+ # Money.new(100, "USD").format(symbol_before_without_space: true) #=> "$1.00"
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+ #
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+ # # If set to false, will insert a space.
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+ # Money.new(100, "USD").format(symbol_before_without_space: false) #=> "$ 1.00"
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+ #
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+ # @option rules [Boolean, nil] :symbol_after_without_space (false) Whether
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+ # a space between the amount and the money symbol should be inserted when
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+ # +:symbol_position+ is +:after+. The default is false (meaning space). Ignored
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+ # if +:symbol+ is false or +:symbol_position+ is not +:after+.
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+ #
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+ # @example
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+ # # Default is to insert a space.
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+ # Money.new(100, "USD").format(symbol_position: :after) #=> "1.00 $"
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+ #
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+ # # If set to true, will not insert a space.
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+ # Money.new(100, "USD").format(symbol_position: :after, symbol_after_without_space: true) #=> "1.00$"
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+ #
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+ # @option rules [Boolean, String, nil] :decimal_mark (true) Whether the
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+ # currency should be separated by the specified character or '.'
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+ #
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+ # @example
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+ # # If a string is specified, it's value is used.
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+ # Money.new(100, "USD").format(decimal_mark: ",") #=> "$1,00"
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+ #
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+ # # If the decimal_mark for a given currency isn't known, then it will default
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+ # # to "." as decimal_mark.
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+ # Money.new(100, "FOO").format #=> "$1.00"
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+ #
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+ # @option rules [Boolean, String, nil] :thousands_separator (true) Whether
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+ # the currency should be delimited by the specified character or ','
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+ #
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+ # @example
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+ # # If false is specified, no thousands_separator is used.
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+ # Money.new(100000, "USD").format(thousands_separator: false) #=> "1000.00"
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+ # Money.new(100000, "USD").format(thousands_separator: nil) #=> "1000.00"
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+ # Money.new(100000, "USD").format(thousands_separator: "") #=> "1000.00"
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+ #
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+ # # If a string is specified, it's value is used.
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+ # Money.new(100000, "USD").format(thousands_separator: ".") #=> "$1.000.00"
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+ #
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+ # # If the thousands_separator for a given currency isn't known, then it will
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+ # # default to "," as thousands_separator.
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+ # Money.new(100000, "FOO").format #=> "$1,000.00"
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+ #
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+ # @option rules [Boolean] :html (false) Whether the currency should be
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+ # HTML-formatted. Only useful in combination with +:with_currency+.
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+ #
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+ # @example
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+ # Money.ca_dollar(570).format(html: true, with_currency: true)
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+ # #=> "$5.70 <span class=\"currency\">CAD</span>"
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+ #
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+ # @option rules [Boolean] :html_wrap (false) Whether all currency parts should be HTML-formatted.
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+ #
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+ # @example
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+ # Money.ca_dollar(570).format(html_wrap: true, with_currency: true)
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+ # #=> "<span class=\"money-currency-symbol\">$</span><span class=\"money-whole\">5</span><span class=\"money-decimal-mark\">.</span><span class=\"money-decimal\">70</span> <span class=\"money-currency\">CAD</span>"
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+ #
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+ # @option rules [Boolean] :sign_before_symbol (false) Whether the sign should be
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+ # before the currency symbol.
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+ #
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+ # @example
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+ # # You can specify to display the sign before the symbol for negative numbers
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+ # Money.new(-100, "GBP").format(sign_before_symbol: true) #=> "-£1.00"
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+ # Money.new(-100, "GBP").format(sign_before_symbol: false) #=> "£-1.00"
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+ # Money.new(-100, "GBP").format #=> "£-1.00"
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+ #
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+ # @option rules [Boolean] :sign_positive (false) Whether positive numbers should be
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+ # signed, too.
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+ #
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+ # @example
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+ # # You can specify to display the sign with positive numbers
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+ # Money.new(100, "GBP").format(sign_positive: true, sign_before_symbol: true) #=> "+£1.00"
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+ # Money.new(100, "GBP").format(sign_positive: true, sign_before_symbol: false) #=> "£+1.00"
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+ # Money.new(100, "GBP").format(sign_positive: false, sign_before_symbol: true) #=> "£1.00"
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+ # Money.new(100, "GBP").format(sign_positive: false, sign_before_symbol: false) #=> "£1.00"
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+ # Money.new(100, "GBP").format #=> "£+1.00"
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+ #
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+ # @option rules [Boolean] :disambiguate (false) Prevents the result from being ambiguous
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+ # due to equal symbols for different currencies. Uses the `disambiguate_symbol`.
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+ #
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+ # @example
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+ # Money.new(10000, "USD").format(disambiguate: false) #=> "$100.00"
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+ # Money.new(10000, "CAD").format(disambiguate: false) #=> "$100.00"
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+ # Money.new(10000, "USD").format(disambiguate: true) #=> "$100.00"
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+ # Money.new(10000, "CAD").format(disambiguate: true) #=> "C$100.00"
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+ #
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+ # @option rules [Boolean] :html_wrap_symbol (false) Wraps the currency symbol
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+ # in a html <span> tag.
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+ #
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+ # @example
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+ # Money.new(10000, "USD").format(disambiguate: false)
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+ # #=> "<span class=\"currency_symbol\">$100.00</span>
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+ #
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+ # @option rules [Symbol] :symbol_position (:before) `:before` if the currency
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+ # symbol goes before the amount, `:after` if it goes after.
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+ #
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+ # @example
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+ # Money.new(10000, "USD").format(symbol_position: :before) #=> "$100.00"
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+ # Money.new(10000, "USD").format(symbol_position: :after) #=> "100.00 $"
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+ #
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+ # @option rules [Boolean] :translate (true) `true` Checks for custom
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+ # symbol definitions using I18n.
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+ #
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+ # @example
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+ # # With the following entry in the translation files:
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+ # # en:
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+ # # number:
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+ # # currency:
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+ # # symbol:
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+ # # CAD: "CAD$"
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+ # Money.new(10000, "CAD").format(translate: true) #=> "CAD$100.00"
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+ #
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+ # @example
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+ # Money.new(89000, :btc).format(drop_trailing_zeros: true) #=> B⃦0.00089
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+ # Money.new(110, :usd).format(drop_trailing_zeros: true) #=> $1.1
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+ #
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+ # @option rules [String] :format (nil) Provide a template for formatting. `%u` will be replaced
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+ # with the symbol (if present) and `%n` will be replaced with the number.
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+ #
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+ # @example
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+ # Money.new(10000, "USD").format(format: '%u %n') #=> "$ 100.00"
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+ # Money.new(10000, "USD").format(format: '<span>%u%n</span>') #=> "<span>$100.00</span>"
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+ #
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+ # Note that the default rules can be defined through {Money.default_formatting_rules} hash.
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+ #
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+ # @see Money.default_formatting_rules Money.default_formatting_rules for more information.
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+ def initialize(money, *rules)
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+ @money = money
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+ @currency = money.currency
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+ @rules = FormattingRules.new(@currency, *rules)
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+ end
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+
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+ def to_s
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+ return free_text if show_free_text?
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+ result = format_number
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+ formatted = append_sign(result)
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+ append_currency_symbol(formatted)
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+ end
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+
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+ def thousands_separator
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+ lookup :thousands_separator
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+ end
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+
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+ def decimal_mark
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+ lookup :decimal_mark
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+ end
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+
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+ alias_method :delimiter, :thousands_separator
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+ alias_method :separator, :decimal_mark
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+
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+ private
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+
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+ attr_reader :money, :currency, :rules
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+
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+ def format_number
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+ whole_part, decimal_part = extract_whole_and_decimal_parts
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+
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+ # Format whole and decimal parts separately
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+ decimal_part = format_decimal_part(decimal_part)
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+ whole_part = format_whole_part(whole_part)
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+
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+ # Assemble the final formatted amount
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+ if rules[:html_wrap]
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+ if decimal_part.nil?
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+ html_wrap(whole_part, "whole")
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+ else
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+ [
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+ html_wrap(whole_part, "whole"),
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+ html_wrap(decimal_mark, "decimal-mark"),
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+ html_wrap(decimal_part, "decimal")
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+ ].join
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+ end
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+ else
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+ [whole_part, decimal_part].compact.join(decimal_mark)
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+ end
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+ end
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+
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+ def append_sign(formatted_number)
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+ sign = money.negative? ? '-' : ''
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+
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+ if rules[:sign_positive] == true && money.positive?
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+ sign = '+'
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+ end
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+
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+ if rules[:sign_before_symbol] == true
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+ sign_before = sign
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+ sign = ''
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+ end
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+
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+ symbol_value = symbol_value_from(rules)
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+
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+ if symbol_value && !symbol_value.empty?
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+ if rules[:html_wrap_symbol]
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+ symbol_value = "<span class=\"currency_symbol\">#{symbol_value}</span>"
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+ elsif rules[:html_wrap]
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+ symbol_value = html_wrap(symbol_value, "currency-symbol")
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+ end
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+
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+ rules[:format]
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+ .gsub('%u', [sign_before, symbol_value].join)
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+ .gsub('%n', [sign, formatted_number].join)
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+ else
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+ formatted_number = "#{sign_before}#{sign}#{formatted_number}"
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+ end
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+ end
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+
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+ def append_currency_symbol(formatted_number)
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+ if rules[:with_currency]
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+ formatted_number << " "
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+
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+ if rules[:html]
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+ formatted_number << "<span class=\"currency\">#{currency.to_s}</span>"
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+ elsif rules[:html_wrap]
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+ formatted_number << html_wrap(currency.to_s, "currency")
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+ else
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+ formatted_number << currency.to_s
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+ end
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+ end
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+ formatted_number
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+ end
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+
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+ def show_free_text?
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+ money.zero? && rules[:display_free]
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+ end
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+
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+ def html_wrap(string, class_name)
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+ "<span class=\"money-#{class_name}\">#{string}</span>"
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+ end
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+
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+ def free_text
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+ rules[:display_free].respond_to?(:to_str) ? rules[:display_free] : 'free'
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+ end
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+
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+ def format_whole_part(value)
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+ # Apply thousands_separator
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+ value.gsub regexp_format, "\\1#{thousands_separator}"
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+ end
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+
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+ def extract_whole_and_decimal_parts
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+ fractional = money.fractional.abs
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+
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+ # Round the infinite precision part if needed
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+ fractional = fractional.round if rules[:rounded_infinite_precision]
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+
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+ # Translate subunits into units
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+ fractional_units = BigDecimal(fractional) / currency.subunit_to_unit
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+
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+ # Split the result and return whole and decimal parts separately
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+ fractional_units.to_s('F').split('.')
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+ end
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+
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+ def format_decimal_part(value)
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+ return nil if currency.decimal_places == 0 && !Money.infinite_precision
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+ return nil if rules[:no_cents]
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+ return nil if rules[:no_cents_if_whole] && value.to_i == 0
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+
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+ # Pad value, making up for missing zeroes at the end
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+ value = value.ljust(currency.decimal_places, '0')
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+
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+ # Drop trailing zeros if needed
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+ value.gsub!(/0*$/, '') if rules[:drop_trailing_zeros]
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+
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+ value.empty? ? nil : value
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+ end
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+
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+ def lookup(key)
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+ return rules[key] || DEFAULTS[key] if rules.has_key?(key)
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+
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+ (Money.locale_backend && Money.locale_backend.lookup(key, currency)) || DEFAULTS[key]
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+ end
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+
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+ def regexp_format
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+ if rules[:south_asian_number_formatting]
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+ # from http://blog.revathskumar.com/2014/11/regex-comma-seperated-indian-currency-format.html
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+ /(\d+?)(?=(\d\d)+(\d)(?!\d))(\.\d+)?/
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+ else
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+ /(\d)(?=(?:\d{3})+(?:[^\d]{1}|$))/
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+ end
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+ end
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+
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+ def symbol_value_from(rules)
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+ if rules.has_key?(:symbol)
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+ if rules[:symbol] === true
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+ if rules[:disambiguate] && currency.disambiguate_symbol
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+ currency.disambiguate_symbol
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+ else
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+ money.symbol
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+ end
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+ elsif rules[:symbol]
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+ rules[:symbol]
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+ else
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+ ""
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+ end
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+ elsif rules[:html] || rules[:html_wrap]
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+ currency.html_entity == '' ? currency.symbol : currency.html_entity
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+ elsif rules[:disambiguate] && currency.disambiguate_symbol
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+ currency.disambiguate_symbol
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+ else
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+ money.symbol
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+ end
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+ end
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+ end
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+ end
@@ -0,0 +1,120 @@
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+ # encoding: UTF-8
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+
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+ class Money
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+ class FormattingRules
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+ def initialize(currency, *raw_rules)
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+ @currency = currency
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+
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+ # support for old format parameters
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+ @rules = normalize_formatting_rules(raw_rules)
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+
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+ @rules = default_formatting_rules.merge(@rules) unless @rules[:ignore_defaults]
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+ @rules = localize_formatting_rules(@rules)
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+ @rules = translate_formatting_rules(@rules) if @rules[:translate]
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+ @rules[:format] ||= determine_format_from_formatting_rules(@rules)
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+
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+ warn_about_deprecated_rules(@rules)
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+ end
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+
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+ def [](key)
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+ @rules[key]
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+ end
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+
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+ def has_key?(key)
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+ @rules.has_key? key
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+ end
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+
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+ private
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+
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+ attr_reader :currency
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+
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+ # Cleans up formatting rules.
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+ #
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+ # @param [Hash] rules
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+ #
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+ # @return [Hash]
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+ def normalize_formatting_rules(rules)
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+ if rules.size == 0
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+ rules = {}
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+ elsif rules.size == 1
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+ rules = rules.pop
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+ rules = { rules => true } if rules.is_a?(Symbol)
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+ end
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+ if !rules.include?(:decimal_mark) && rules.include?(:separator)
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+ rules[:decimal_mark] = rules[:separator]
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+ end
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+ if !rules.include?(:thousands_separator) && rules.include?(:delimiter)
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+ rules[:thousands_separator] = rules[:delimiter]
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+ end
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+ rules
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+ end
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+
52
+ def default_formatting_rules
53
+ Money.default_formatting_rules || {}
54
+ end
55
+
56
+ def translate_formatting_rules(rules)
57
+ begin
58
+ rules[:symbol] = I18n.t currency.iso_code, scope: "number.currency.symbol", raise: true
59
+ rescue I18n::MissingTranslationData
60
+ # Do nothing
61
+ end
62
+ rules
63
+ end
64
+
65
+ def localize_formatting_rules(rules)
66
+ if currency.iso_code == "JPY" && I18n.locale == :ja
67
+ rules[:symbol] = "円" unless rules[:symbol] == false
68
+ rules[:format] = '%n%u'
69
+ end
70
+ rules
71
+ end
72
+
73
+ def determine_format_from_formatting_rules(rules)
74
+ symbol_position = symbol_position_from(rules)
75
+
76
+ if symbol_position == :before
77
+ rules.fetch(:symbol_before_without_space, true) ? '%u%n' : '%u %n'
78
+ else
79
+ rules[:symbol_after_without_space] ? '%n%u' : '%n %u'
80
+ end
81
+ end
82
+
83
+ def symbol_position_from(rules)
84
+ if rules.has_key?(:symbol_position)
85
+ if [:before, :after].include?(rules[:symbol_position])
86
+ return rules[:symbol_position]
87
+ else
88
+ raise ArgumentError, ":symbol_position must be ':before' or ':after'"
89
+ end
90
+ elsif currency.symbol_first?
91
+ :before
92
+ else
93
+ :after
94
+ end
95
+ end
96
+
97
+ def warn_about_deprecated_rules(rules)
98
+ if rules.has_key?(:symbol_position)
99
+ warn '[DEPRECATION] `symbol_position:` option is deprecated - use `format` to specify the formatting template.'
100
+ end
101
+
102
+ if rules.has_key?(:symbol_before_without_space)
103
+ warn '[DEPRECATION] `symbol_before_without_space:` option is deprecated - use `format` to specify the formatting template.'
104
+ end
105
+
106
+ if rules.has_key?(:symbol_after_without_space)
107
+ warn '[DEPRECATION] `symbol_after_without_space:` option is deprecated - use `format` to specify the formatting template.'
108
+ end
109
+
110
+ if rules.has_key?(:html)
111
+ warn "[DEPRECATION] `html` is deprecated - use `html_wrap` instead. Please note that `html_wrap` will wrap all parts of currency and if you use `with_currency` option, currency element class changes from `currency` to `money-currency`."
112
+ end
113
+
114
+ if rules.has_key?(:html_wrap_symbol)
115
+ warn "[DEPRECATION] `html_wrap_symbol` is deprecated - use `html_wrap` instead. Please note that `html_wrap` will wrap all parts of currency."
116
+ end
117
+
118
+ end
119
+ end
120
+ end