money2 7.0.0.rc1
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- checksums.yaml +7 -0
- data/.coveralls.yml +1 -0
- data/.gitignore +23 -0
- data/.rspec +1 -0
- data/.travis.yml +24 -0
- data/AUTHORS +126 -0
- data/CHANGELOG.md +619 -0
- data/CONTRIBUTING.md +17 -0
- data/Gemfile +16 -0
- data/LICENSE +23 -0
- data/README.md +438 -0
- data/Rakefile +17 -0
- data/config/currency_backwards_compatible.json +107 -0
- data/config/currency_iso.json +2449 -0
- data/config/currency_non_iso.json +66 -0
- data/lib/money.rb +390 -0
- data/lib/money/allocate.rb +86 -0
- data/lib/money/arithmetic.rb +233 -0
- data/lib/money/bank/base.rb +137 -0
- data/lib/money/bank/single_currency.rb +25 -0
- data/lib/money/bank/variable_exchange.rb +252 -0
- data/lib/money/class_attribute.rb +26 -0
- data/lib/money/currency.rb +402 -0
- data/lib/money/currency/heuristics.rb +150 -0
- data/lib/money/currency/loader.rb +29 -0
- data/lib/money/currency_methods.rb +139 -0
- data/lib/money/formatter.rb +404 -0
- data/lib/money/formatter/to_string.rb +9 -0
- data/lib/money/rates_store/memory.rb +120 -0
- data/lib/money/unaccent.rb +18 -0
- data/lib/money/v6_compatibility.rb +5 -0
- data/lib/money/v6_compatibility/arithmetic.rb +61 -0
- data/lib/money/v6_compatibility/bank_rounding_block.rb +38 -0
- data/lib/money/v6_compatibility/currency_id.rb +29 -0
- data/lib/money/v6_compatibility/format.rb +53 -0
- data/lib/money/v6_compatibility/fractional.rb +74 -0
- data/lib/money/version.rb +3 -0
- data/lib/money2.rb +1 -0
- data/money.gemspec +31 -0
- metadata +207 -0
data/CONTRIBUTING.md
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# Contribution Guidelines
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## Steps
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1. Fork [the repo](https://github.com/RubyMoney/money)
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2. Grab dependencies: `bundle install`
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3. Make sure everything is working: `bundle exec rake spec`
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4. Make your changes
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5. Test your changes
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5. Create a Pull Request
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6. Celebrate!!!!!
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## Notes
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When contributing, please make sure to update the CHANGELOG and AUTHORS files
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when you submit your pull request. Upon merging of your first pull request,
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you will be given commit access to the repository.
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data/Gemfile
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source 'https://rubygems.org'
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gem 'coveralls', :require => false
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gem 'pry', :require => false
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# JSON gem no longer supports ruby < 2.0.0
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if defined?(JRUBY_VERSION)
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gem 'json'
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elsif RUBY_VERSION =~ /^1/
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# Legacy gem locks for ruby 1.9.x
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gem 'json', '~> 1.8.3'
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gem 'tins', '~> 1.6.0'
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gem 'term-ansicolor', '< 1.4'
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end
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gemspec
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data/LICENSE
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The MIT License (MIT)
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Copyright (c) 2005 Tobias Lutke
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Copyright (c) 2008 Phusion
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Permission is hereby granted, free of charge, to any person obtaining
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a copy of this software and associated documentation files (the
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"Software"), to deal in the Software without restriction, including
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without limitation the rights to use, copy, modify, merge, publish,
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distribute, sublicense, and/or sell copies of the Software, and to
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permit persons to whom the Software is furnished to do so, subject to
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the following conditions:
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The above copyright notice and this permission notice shall be
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included in all copies or substantial portions of the Software.
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THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND,
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EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF
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MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND
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NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE
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LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION
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OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION
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WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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data/README.md
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# RubyMoney - Money
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[](http://badge.fury.io/rb/money)
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[](https://travis-ci.org/RubyMoney/money)
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[](https://codeclimate.com/github/RubyMoney/money)
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[](https://coveralls.io/r/RubyMoney/money?branch=master)
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[](http://inch-ci.org/github/RubyMoney/money)
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[](https://gemnasium.com/RubyMoney/money)
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[](http://opensource.org/licenses/MIT)
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:warning: Please read about the [difference](https://github.com/printercu/money/wiki)
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between this version and original `money` gem.
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If you miss String parsing, check out the new [monetize gem](https://github.com/RubyMoney/monetize).
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## Contributing
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See the [Contribution Guidelines](https://github.com/RubyMoney/money/blob/master/CONTRIBUTING.md)
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## Introduction
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A Ruby Library for dealing with money and currency conversion.
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### Features
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- Provides a `Money` class which encapsulates all information about an certain
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amount of money, such as its value and its currency.
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- Provides a `Money::Currency` class which encapsulates all information about
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a monetary unit.
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- Represents monetary values as integers, in cents. This avoids floating point
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rounding errors.
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- Represents currency as `Money::Currency` instances providing a high level of
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flexibility.
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- Provides APIs for exchanging money from one currency to another.
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### Resources
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- [Website](http://rubymoney.github.io/money/)
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- [API Documentation](http://www.rubydoc.info/gems/money/frames)
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- [Git Repository](https://github.com/RubyMoney/money)
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### Notes
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- Your app must use UTF-8 to function with this library. There are a
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number of non-ASCII currency attributes.
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- This app requires JSON. If you're using JRuby < 1.7.0
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you'll need to add `gem "json"` to your Gemfile or similar.
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## Downloading
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Install stable releases with the following command:
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gem install money
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The development version (hosted on Github) can be installed with:
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git clone git://github.com/RubyMoney/money.git
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cd money
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rake install
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## Usage
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``` ruby
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require 'money'
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# 10.00 USD
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money = Money.new(1000, "USD")
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money.fractional #=> 1000
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money.currency #=> Currency.new("USD")
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# Comparisons
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Money.new(1000, "USD") == Money.new(1000, "USD") #=> true
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Money.new(1000, "USD") == Money.new(100, "USD") #=> false
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Money.new(1000, "USD") == Money.new(1000, "EUR") #=> false
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Money.new(1000, "USD") != Money.new(1000, "EUR") #=> true
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# Arithmetic
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Money.new(1000, "USD") + Money.new(500, "USD") == Money.new(1500, "USD")
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Money.new(1000, "USD") - Money.new(200, "USD") == Money.new(800, "USD")
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Money.new(1000, "USD") / 5 == Money.new(200, "USD")
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Money.new(1000, "USD") * 5 == Money.new(5000, "USD")
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# Unit to subunit conversions
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Money.from_amount(5, "USD") == Money.new(500, "USD") # 5 USD
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Money.from_amount(5, "JPY") == Money.new(5, "JPY") # 5 JPY
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Money.from_amount(5, "TND") == Money.new(5000, "TND") # 5 TND
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# Currency conversions
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some_code_to_setup_exchange_rates
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Money.new(1000, "USD").exchange_to("EUR") == Money.new(some_value, "EUR")
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# Formatting (see Formatter section for more options)
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Money.new(100, "USD").format #=> "$1.00"
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Money.new(100, "GBP").format #=> "£1.00"
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Money.new(100, "EUR").format #=> "€1.00"
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```
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## Currency
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Currencies are consistently represented as instances of `Money::Currency`.
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The most part of `Money` APIs allows you to supply either a `String` or a
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`Money::Currency`.
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``` ruby
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Money.new(1000, "USD") == Money.new(1000, Money::Currency.new("USD"))
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Money.new(1000, "EUR").currency == Money::Currency.new("EUR")
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```
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A `Money::Currency` instance holds all the information about the currency,
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including the currency symbol, name and much more.
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``` ruby
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currency = Money.new(1000, "USD").currency
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currency.code #=> "USD"
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currency.name #=> "United States Dollar"
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```
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To define a new `Money::Currency` use `Money::Currency.register` as shown
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below.
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``` ruby
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curr = {
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priority: 1,
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code: 'USD',
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iso_numeric: 840,
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name: 'United States Dollar',
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symbol: '$',
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subunit: 'Cent',
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subunit_to_unit: 100,
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separator: '.',
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delimiter: ',',
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}
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Money::Currency.register(curr)
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```
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The pre-defined set of attributes includes:
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- `:priority` a numerical value you can use to sort/group the currency list
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- `:code` the international 3-letter code as defined by the ISO 4217 standard or
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other code for non-ISO currencies.
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- `:iso_numeric` the international 3-digit code as defined by the ISO 4217 standard
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- `:name` the currency name
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- `:symbol` the currency symbol (UTF-8 encoded)
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- `:subunit` the name of the fractional monetary unit
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- `:subunit_to_unit` the proportion between the unit and the subunit
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- `:separator` character between the whole and fraction amounts
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- `:delimiter` character between each thousands place
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All attributes except `:code` are optional. Some attributes, such as
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`:symbol`, are used by the Money class to print out a representation of the
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object. Other attributes, such as `:name` or `:priority`, exist to provide a
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basic API you can take advantage of to build your application.
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### :priority
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The priority attribute is an arbitrary numerical value you can assign to the
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`Money::Currency` and use in sorting/grouping operation.
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For instance, let's assume your Rails application needs to render a currency
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selector like the one available
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[here](http://finance.yahoo.com/currency-converter/). You can create a couple of
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custom methods to return the list of major currencies and all currencies as
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follows:
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``` ruby
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# Returns an array of currency id where
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# priority < 10
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def major_currencies(hash)
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hash.inject([]) do |array, (id, attributes)|
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priority = attributes[:priority]
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if priority && priority < 10
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array[priority] ||= []
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array[priority] << id
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end
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array
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end.compact.flatten
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end
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# Returns an array of all currency id
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def all_currencies(hash)
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hash.keys
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end
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major_currencies(Money::Currency.table)
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# => [:usd, :eur, :gbp, :aud, :cad, :jpy]
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all_currencies(Money::Currency.table)
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# => [:aed, :afn, :all, ...]
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```
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### Default Currency
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By default `Money` defaults to USD as its currency. This can be overwritten
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using:
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``` ruby
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Money.default_currency = Money::Currency.new("CAD")
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```
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If you use Rails, then `environment.rb` is a very good place to put this.
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### Currency Exponent
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The exponent of a money value is the number of digits after the decimal
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separator (which separates the major unit from the minor unit). See e.g.
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[ISO 4217](http://www.currency-iso.org/en/shared/amendments/iso-4217-amendment.html) for more
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information. You can find the exponent (as an `Integer`) by
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``` ruby
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Money::Currency.new("USD").exponent # => 2
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Money::Currency.new("JPY").exponent # => 0
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Money::Currency.new("MGA").exponent # => 1
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```
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### Currency Lookup
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To find a given currency by ISO 4217 numeric code (three digits) you can do
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``` ruby
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Money::Currency.find_by_iso_numeric(978) #=> Money::Currency.new(:eur)
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```
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## Currency Exchange
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Exchanging money is performed through an exchange bank object. The default
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exchange bank object requires one to manually specify the exchange rate. Here's
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an example of how it works:
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``` ruby
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Money.add_rate("USD", "CAD", 1.24515)
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Money.add_rate("CAD", "USD", 0.803115)
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Money.us_dollar(100).exchange_to("CAD") # => Money.new(124, "CAD")
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Money.ca_dollar(100).exchange_to("USD") # => Money.new(80, "USD")
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```
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Comparison and arithmetic operations work as expected:
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``` ruby
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Money.new(1000, "USD") <=> Money.new(900, "USD") # => 1; 9.00 USD is smaller
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Money.new(1000, "EUR") + Money.new(10, "EUR") == Money.new(1010, "EUR")
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Money.add_rate("USD", "EUR", 0.5)
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Money.new(1000, "EUR") + Money.new(1000, "USD") == Money.new(1500, "EUR")
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```
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### Exchange rate stores
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The default bank is initialized with an in-memory store for exchange rates.
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```ruby
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Money.default_bank = Money::Bank::VariableExchange.new(Money::RatesStore::Memory.new)
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```
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You can pass you own store implementation, ie. for storing and retrieving rates off a database, file, cache, etc.
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```ruby
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Money.default_bank = Money::Bank::VariableExchange.new(MyCustomStore.new)
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```
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Stores must implement the following interface:
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```ruby
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# Add new exchange rate.
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# @param [String] iso_from Currency ISO code. ex. 'USD'
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# @param [String] iso_to Currency ISO code. ex. 'CAD'
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# @param [Numeric] rate Exchange rate. ex. 0.0016
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#
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# @return [Numeric] rate.
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def add_rate(iso_from, iso_to, rate); end
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# Get rate. Must be idempotent. ie. adding the same rate must not produce duplicates.
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# @param [String] iso_from Currency ISO code. ex. 'USD'
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# @param [String] iso_to Currency ISO code. ex. 'CAD'
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#
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# @return [Numeric] rate.
|
278
|
+
def get_rate(iso_from, iso_to); end
|
279
|
+
|
280
|
+
# Iterate over rate tuples (iso_from, iso_to, rate)
|
281
|
+
#
|
282
|
+
# @yieldparam iso_from [String] Currency ISO string.
|
283
|
+
# @yieldparam iso_to [String] Currency ISO string.
|
284
|
+
# @yieldparam rate [Numeric] Exchange rate.
|
285
|
+
#
|
286
|
+
# @return [Enumerator]
|
287
|
+
#
|
288
|
+
# @example
|
289
|
+
# store.each_rate do |iso_from, iso_to, rate|
|
290
|
+
# puts [iso_from, iso_to, rate].join
|
291
|
+
# end
|
292
|
+
def each_rate(&block); end
|
293
|
+
|
294
|
+
# Wrap store operations in a thread-safe transaction
|
295
|
+
# (or IO or Database transaction, depending on your implementation)
|
296
|
+
#
|
297
|
+
# @yield [n] Block that will be wrapped in transaction.
|
298
|
+
#
|
299
|
+
# @example
|
300
|
+
# store.transaction do
|
301
|
+
# store.add_rate('USD', 'CAD', 0.9)
|
302
|
+
# store.add_rate('USD', 'CLP', 0.0016)
|
303
|
+
# end
|
304
|
+
def transaction(&block); end
|
305
|
+
|
306
|
+
# Serialize store and its content to make Marshal.dump work.
|
307
|
+
#
|
308
|
+
# Returns an array with store class and any arguments needed to initialize the store in the current state.
|
309
|
+
|
310
|
+
# @return [Array] [class, arg1, arg2]
|
311
|
+
def marshal_dump; end
|
312
|
+
```
|
313
|
+
|
314
|
+
The following example implements an `ActiveRecord` store to save exchange rates to a database.
|
315
|
+
|
316
|
+
```ruby
|
317
|
+
# DB columns :from[String], :to[String], :rate[Float]
|
318
|
+
|
319
|
+
class ExchangeRate < ActiveRecord::Base
|
320
|
+
def self.get_rate(from_code, to_code)
|
321
|
+
rate = find_by(:from => from_code, :to => to_code)
|
322
|
+
rate.present? ? rate.rate : nil
|
323
|
+
end
|
324
|
+
|
325
|
+
def self.add_rate(from_code, to_code, rate)
|
326
|
+
exrate = find_or_initialize_by(:from => from_code, :to => to_code)
|
327
|
+
exrate.rate = rate
|
328
|
+
exrate.save!
|
329
|
+
end
|
330
|
+
end
|
331
|
+
```
|
332
|
+
|
333
|
+
Now you can use it with the default bank.
|
334
|
+
|
335
|
+
```ruby
|
336
|
+
Money.default_bank = Money::Bank::VariableExchange.new(ExchangeRate)
|
337
|
+
|
338
|
+
# Add to the underlying store
|
339
|
+
Money.default_bank.add_rate('USD', 'CAD', 0.9)
|
340
|
+
# Retrieve from the underlying store
|
341
|
+
Money.default_bank.get_rate('USD', 'CAD') # => 0.9
|
342
|
+
# Exchanging amounts just works.
|
343
|
+
Money.new(1000, 'USD').exchange_to('CAD') #=> #<Money fractional:900 currency:CAD>
|
344
|
+
```
|
345
|
+
|
346
|
+
There is nothing stopping you from creating store objects which scrapes
|
347
|
+
[XE](http://www.xe.com) for the current rates or just returns `rand(2)`:
|
348
|
+
|
349
|
+
``` ruby
|
350
|
+
Money.default_bank = Money::Bank::VariableExchange.new(StoreWhichScrapesXeDotCom.new)
|
351
|
+
```
|
352
|
+
|
353
|
+
You can also implement your own Bank to calculate exchanges differently.
|
354
|
+
Different banks can share Stores.
|
355
|
+
|
356
|
+
```ruby
|
357
|
+
Money.default_bank = MyCustomBank.new(Money::RatesStore::Memory.new)
|
358
|
+
```
|
359
|
+
|
360
|
+
If you wish to disable automatic currency conversion to prevent arithmetic when
|
361
|
+
currencies don't match:
|
362
|
+
|
363
|
+
``` ruby
|
364
|
+
Money.disallow_currency_conversion!
|
365
|
+
```
|
366
|
+
|
367
|
+
### Implementations
|
368
|
+
|
369
|
+
The following is a list of Money.gem compatible currency exchange rate
|
370
|
+
implementations.
|
371
|
+
|
372
|
+
- [eu_central_bank](https://github.com/RubyMoney/eu_central_bank)
|
373
|
+
- [google_currency](https://github.com/RubyMoney/google_currency)
|
374
|
+
- [currencylayer](https://github.com/askuratovsky/currencylayer)
|
375
|
+
- [nordea](https://github.com/matiaskorhonen/nordea)
|
376
|
+
- [nbrb_currency](https://github.com/slbug/nbrb_currency)
|
377
|
+
- [money-currencylayer-bank](https://github.com/phlegx/money-currencylayer-bank)
|
378
|
+
- [money-open-exchange-rates](https://github.com/spk/money-open-exchange-rates)
|
379
|
+
- [money-historical-bank](https://github.com/atwam/money-historical-bank)
|
380
|
+
- [russian_central_bank](https://github.com/rmustafin/russian_central_bank)
|
381
|
+
- [money-uphold-bank](https://github.com/subvisual/money-uphold-bank)
|
382
|
+
|
383
|
+
## Ruby on Rails
|
384
|
+
|
385
|
+
To integrate money in a Rails application use [money-rails](https://github.com/RubyMoney/money-rails).
|
386
|
+
|
387
|
+
For deprecated methods of integrating with Rails, check [the wiki](https://github.com/RubyMoney/money/wiki).
|
388
|
+
|
389
|
+
## I18n
|
390
|
+
|
391
|
+
If you want thousands seperator and decimal mark to be same across all
|
392
|
+
currencies this can be defined in your `I18n` translation files.
|
393
|
+
|
394
|
+
In an rails application this may look like:
|
395
|
+
|
396
|
+
```yml
|
397
|
+
# config/locale/en.yml
|
398
|
+
en:
|
399
|
+
number:
|
400
|
+
format:
|
401
|
+
delimiter: ","
|
402
|
+
separator: "."
|
403
|
+
# or
|
404
|
+
number:
|
405
|
+
currency:
|
406
|
+
format:
|
407
|
+
delimiter: ","
|
408
|
+
separator: "."
|
409
|
+
```
|
410
|
+
|
411
|
+
For this example `Money.new(123456789, "SEK").format` will return `1,234,567.89
|
412
|
+
kr` which otherwise will return `1 234 567,89 kr`.
|
413
|
+
|
414
|
+
If you wish to disable this feature:
|
415
|
+
``` ruby
|
416
|
+
Money.formatter.use_i18n = false
|
417
|
+
```
|
418
|
+
|
419
|
+
### Troubleshooting
|
420
|
+
|
421
|
+
If you get a runtime error such as:
|
422
|
+
|
423
|
+
I18n::InvalidLocale: :en is not a valid locale
|
424
|
+
|
425
|
+
Set the following:
|
426
|
+
``` ruby
|
427
|
+
I18n.enforce_available_locales = false
|
428
|
+
```
|
429
|
+
|
430
|
+
## Formatting
|
431
|
+
|
432
|
+
There are several formatting rules for when `Money#format` is called. For more information, check out the [formatting module source](https://github.com/RubyMoney/money/blob/master/lib/money/formatting.rb), or read the latest release's [rdoc version](http://www.rubydoc.info/gems/money/Money/Formatting).
|
433
|
+
|
434
|
+
If you wish to format money according to the EU's [Rules for expressing monetary units](http://publications.europa.eu/code/en/en-370303.htm#position) in either English, Irish, Latvian or Maltese:
|
435
|
+
```ruby
|
436
|
+
m = Money.new('123', :gbp) # => #<Money fractional:123 currency:GBP>
|
437
|
+
m.format( symbol: m.currency.to_s + ' ') # => "GBP 1.23"
|
438
|
+
```
|