money2 7.0.0.rc1
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- 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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[![Gem Version](https://badge.fury.io/rb/money.svg)](http://badge.fury.io/rb/money)
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[![Build Status](https://travis-ci.org/RubyMoney/money.svg?branch=master)](https://travis-ci.org/RubyMoney/money)
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[![Code Climate](https://codeclimate.com/github/RubyMoney/money.svg)](https://codeclimate.com/github/RubyMoney/money)
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[![Coverage Status](https://coveralls.io/repos/RubyMoney/money/badge.svg?branch=master)](https://coveralls.io/r/RubyMoney/money?branch=master)
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[![Inline docs](http://inch-ci.org/github/RubyMoney/money.svg)](http://inch-ci.org/github/RubyMoney/money)
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[![Dependency Status](https://gemnasium.com/RubyMoney/money.svg)](https://gemnasium.com/RubyMoney/money)
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[![License](https://img.shields.io/github/license/RubyMoney/money.svg)](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'
|
275
|
+
# @param [String] iso_to Currency ISO code. ex. 'CAD'
|
276
|
+
#
|
277
|
+
# @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
|
+
```
|