Packages
ex_money
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Money functions for operations on and localization of a money data type with support for ISO 4217 currencies and ISO 24165 digial tokens (crypto currencies).
Retired package: Deprecated
Current section
Files
Jump to
Current section
Files
lib/money.ex
defmodule Money do
@moduledoc """
Money implements a set of functions to store, retrieve and perform arithmetic
on a %Money{} type that is composed of a currency code and a currency amount.
Money is very opinionated in the interests of serving as a dependable library
that can underpin accounting and financial applications. In its initial
release it can be expected that this contract may not be fully met.
How is this opinion expressed:
1. Money must always have both a amount and a currency code.
2. The currency code must always be valid.
3. Money arithmetic can only be performed when both operands are of the
same currency.
4. Money amounts are represented as a `Decimal`.
5. Money is serialised to the database as a custom Postgres composite type
that includes both the amount and the currency. Therefore for Ecto
serialization Postgres is assumed as the data store. Serialization is
entirely optional and Ecto is not a package dependency.
6. All arithmetic functions work in fixed point decimal. No rounding
occurs automatically (unless expressly called out for a function).
7. Explicit rounding obeys the rounding rules for a given currency. The
rounding rules are defined by the Unicode consortium in its CLDR
repository as implemented by the hex package `ex_cldr`. These rules
define the number of fractional digits for a currency and the rounding
increment where appropriate.
"""
@typedoc """
Money is composed of an atom representation of an ISO4217 currency code and
a `Decimal` representation of an amount.
"""
@type t :: %Money{currency: atom, amount: Decimal}
defstruct currency: nil, amount: nil
# Default mode for rounding is :half_even, also known
# as bankers rounding
@default_rounding_mode :half_even
use Application
use Money.Arithmetic
use Money.Financial
use Money.Currency.Conversion
alias Cldr.Currency
# See http://elixir-lang.org/docs/stable/elixir/Application.html
# for more information on OTP Applications
def start(_type, _args) do
import Supervisor.Spec, warn: false
children = if start_exchange_rate_service?() do
[supervisor(Money.ExchangeRates.Supervisor, [])]
else
[]
end
# See http://elixir-lang.org/docs/stable/elixir/Supervisor.html
# for other strategies and supported options
opts = [strategy: :one_for_one, name: Money.Supervisor]
Supervisor.start_link(children, opts)
end
# Default is to not start the exchange rate service
defp start_exchange_rate_service? do
get_env(:exchange_rate_service, false)
end
@doc """
Returns a %Money{} struct from a tuple consistenting of a currency code and
a currency amount. The format of the argument is a 2-tuple where:
* `currency_code` is an ISO4217 three-character upcased binary
* `amount` is an integer, float or Decimal
This function is typically called from Ecto when it's loading a %Money{}
struct from the database.
## Example
iex> Money.new({"USD", 100})
#Money<:USD, 100>
"""
@spec new({binary, number}) :: Money.t
def new({currency_code, amount}) when is_binary(currency_code) and is_number(amount) do
case validate_currency_code(currency_code) do
{:error, {_exception, message}} ->
{:error, {Money.UnknownCurrencyError, message}}
{:ok, code} ->
%Money{amount: Decimal.new(amount), currency: code}
end
end
def new({amount, currency_code}) when is_binary(currency_code) and is_number(amount) do
new({currency_code, amount})
end
@doc """
Returns a %Money{} struct from a tuple consistenting of a currency code and
a currency amount. Raises an exception if the currency code is invalid.
* `currency_code` is an ISO4217 three-character upcased binary
* `amount` is an integer, float or Decimal
This function is typically called from Ecto when it's loading a %Money{}
struct from the database.
## Example
iex> Money.new!({"USD", 100})
#Money<:USD, 100>
Money.new!({"NO!", 100})
** (Money.UnknownCurrencyError) Currency "NO!" is not known
(ex_money) lib/money.ex:130: Money.new!/1
"""
def new!({currency_code, amount}) when is_binary(currency_code) and is_number(amount) do
case money = new(currency_code, amount) do
{:error, {exception, message}} -> raise exception, message
_ -> money
end
end
def new!({amount, currency_code}) when is_binary(currency_code) and is_number(amount) do
new!({currency_code, amount})
end
@doc """
Returns a %Money{} struct from a currency code and a currency amount or
an error tuple of the form `{:error, {exception, message}}`.
* `currency_code` is an ISO4217 three-character upcased binary or atom
* `amount` is an integer, float or Decimal
## Examples
iex> Money.new(:USD, 100)
#Money<:USD, 100>
iex> Money.new("USD", 100)
#Money<:USD, 100>
iex> Money.new("thb", 500)
#Money<:THB, 500>
iex> Money.new(500, "thb")
#Money<:THB, 500>
iex> Money.new("EUR", Decimal.new(100))
#Money<:EUR, 100>
iex> Money.new(:XYZZ, 100)
{:error, {Money.UnknownCurrencyError, "Currency :XYZZ is not known"}}
"""
@spec new(number, binary) :: Money.t
def new(currency_code, amount) when is_binary(currency_code) do
case validate_currency_code(currency_code) do
{:error, {_exception, message}} -> {:error, {Money.UnknownCurrencyError, message}}
{:ok, code} -> new(code, amount)
end
end
def new(amount, currency_code) when is_binary(currency_code) do
new(currency_code, amount)
end
def new(currency_code, amount) when is_atom(currency_code) and is_number(amount) do
case validate_currency_code(currency_code) do
{:error, {_exception, message}} -> {:error, {Money.UnknownCurrencyError, message}}
{:ok, code} -> %Money{amount: Decimal.new(amount), currency: code}
end
end
def new(amount, currency_code) when is_number(amount) and is_atom(currency_code) do
new(currency_code, amount)
end
def new(currency_code, %Decimal{} = amount) when is_atom(currency_code) do
case validate_currency_code(currency_code) do
{:error, {_exception, message}} -> {:error, {Money.UnknownCurrencyError, message}}
{:ok, code} -> %Money{amount: amount, currency: code}
end
end
def new(%Decimal{} = amount, currency_code) when is_atom(currency_code) do
new(currency_code, amount)
end
@doc """
Returns a %Money{} struct from a currency code and a currency amount. Raises an
exception if the current code is invalid.
* `currency_code` is an ISO4217 three-character upcased binary or atom
* `amount` is an integer, float or Decimal
## Examples
Money.new!(:XYZZ, 100)
** (Money.UnknownCurrencyError) Currency :XYZZ is not known
(ex_money) lib/money.ex:177: Money.new!/2
"""
def new!(currency_code, amount)
when (is_binary(currency_code) or is_atom(currency_code)) and is_number(amount) do
case money = new(currency_code, amount) do
{:error, {exception, message}} -> raise exception, message
_ -> money
end
end
def new!(amount, currency_code) when is_binary(currency_code) and is_number(amount) do
new!(currency_code, amount)
end
def new!(%Decimal{} = amount, currency_code)
when is_binary(currency_code) or is_atom(currency_code) do
new!(currency_code, amount)
end
def new!(currency_code, %Decimal{} = amount)
when is_binary(currency_code) or is_atom(currency_code) do
new!(currency_code, amount)
end
@doc """
Returns a formatted string representation of a `Money{}`.
Formatting is performed according to the rules defined by CLDR. See
`Cldr.Number.to_string/2` for formatting options. The default is to format
as a currency which applies the appropriate rounding and fractional digits
for the currency.
## Examples
iex> Money.to_string Money.new(:USD, 1234)
"$1,234.00"
iex> Money.to_string Money.new(:JPY, 1234)
"¥1,234"
iex> Money.to_string Money.new(:THB, 1234)
"THB1,234.00"
iex> Money.to_string Money.new(:USD, 1234), format: :long
"1,234 US dollars"
"""
def to_string(%Money{} = money, options \\ []) do
options = merge_options(options, [currency: money.currency])
Cldr.Number.to_string(money.amount, options)
end
@doc """
Returns the amount part of a `Money` type as a `Decimal`
## Example
iex> m = Money.new("USD", 100)
iex> Money.to_decimal(m)
#Decimal<100>
"""
def to_decimal(%Money{amount: amount}) do
amount
end
def get_env(key, default \\ nil) do
case env = Application.get_env(:ex_money, key, default) do
{:system, env_key} ->
System.get_env(env_key)
_ ->
env
end
end
## Helpers
def validate_currency_code(currency_code) do
case Currency.validate_currency_code(currency_code) do
{:error, _} = error -> error
{:ok, code} -> {:ok, code}
end
end
defp merge_options(options, required) do
Keyword.merge(options, required, fn _k, _v1, v2 -> v2 end)
end
defimpl String.Chars do
def to_string(v) do
Money.to_string(v)
end
end
defimpl Inspect, for: Money do
def inspect(money, _opts) do
"#Money<#{inspect money.currency}, #{Decimal.to_string(money.amount)}>"
end
end
if Code.ensure_compiled?(Phoenix.HTML.Safe) do
defimpl Phoenix.HTML.Safe, for: Money do
def to_iodata(money) do
Phoenix.HTML.Safe.to_iodata(to_string(money))
end
end
end
end