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ex_money
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0.0.3
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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
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Current section
Files
lib/money/arithmetic.ex
defmodule Money.Arithmetic do
@moduledoc false
defmacro __using__(_opts) do
quote location: :keep do
import Kernel, except: [div: 2, round: 1]
alias Cldr.Currency
@doc """
Add two `Money` values.
## Example
iex> Money.add Money.new(:USD, 200), Money.new(:USD, 100)
{:ok, Money.new(:USD, 300)}
iex> Money.add Money.new(:USD, 200), Money.new(:AUD, 100)
{:error, {ArgumentError, "Cannot add monies with different currencies. " <>
"Received :USD and :AUD."}}
"""
@spec add(Money.t, Money.t) :: Money.t
def add(%Money{currency: same_currency, amount: amount_a}, %Money{currency: same_currency, amount: amount_b}) do
{:ok, %Money{currency: same_currency, amount: Decimal.add(amount_a, amount_b)}}
end
def add(%Money{currency: code_a}, %Money{currency: code_b}) do
{:error, {ArgumentError, "Cannot add monies with different currencies. " <>
"Received #{inspect code_a} and #{inspect code_b}."}}
end
@doc """
Add two `Money` values and raise on error.
## Examples
iex> Money.add! Money.new(:USD, 200), Money.new(:USD, 100)
#Money<:USD, 300>
Money.add! Money.new(:USD, 200), Money.new(:CAD, 500)
** (ArgumentError) Cannot add two %Money{} with different currencies. Received :USD and :CAD.
"""
def add!(%Money{} = a, %Money{} = b) do
case add(a, b) do
{:ok, result} -> result
{:error, {exception, message}} -> raise exception, message
end
end
@doc """
Subtract one `Money` value struct from another.
Returns either `{:ok, money}` or `{:error, reason}`.
## Example
iex> Money.sub Money.new(:USD, 200), Money.new(:USD, 100)
{:ok, Money.new(:USD, 100)}
"""
def sub(%Money{currency: same_currency, amount: amount_a}, %Money{currency: same_currency, amount: amount_b}) do
{:ok, %Money{currency: same_currency, amount: Decimal.sub(amount_a, amount_b)}}
end
def sub(%Money{currency: code_a, amount: amount_a}, %Money{currency: code_b, amount: amount_b}) do
{:error, {ArgumentError, "Cannot subtract two %Money{} with different currencies. " <>
"Received #{inspect code_a} and #{inspect code_b}."}}
end
@doc """
Subtract one `Money` value struct from another and raise on error.
Returns either `{:ok, money}` or `{:error, reason}`.
## Examaples
iex> Money.sub! Money.new(:USD, 200), Money.new(:USD, 100)
#Money<:USD, 100>
Money.sub! Money.new(:USD, 200), Money.new(:CAD, 500)
** (ArgumentError) Cannot subtract monies with different currencies. Received :USD and :CAD.
"""
def sub!(%Money{} = a, %Money{} = b) do
case sub(a, b) do
{:ok, result} -> result
{:error, {exception, message}} -> raise exception, message
end
end
@doc """
Multiply a `Money` value by a number.
* `money` is a %Money{} struct
* `number` is an integer or float
> Note that multipling one %Money{} by another is not supported.
Returns either `{:ok, money}` or `{:error, reason}`.
## Example
iex> Money.mult(Money.new(:USD, 200), 2)
{:ok, Money.new(:USD, 400)}
iex> Money.mult(Money.new(:USD, 200), "xx")
{:error, {ArgumentError, "Cannot multiply money by \\"xx\\""}}
"""
@spec mult(Money.t, number) :: Money.t
def mult(%Money{currency: code, amount: amount}, number) when is_number(number) do
{:ok, %Money{currency: code, amount: Decimal.mult(amount, Decimal.new(number))}}
end
def mult(%Money{} = money, other) do
{:error, {ArgumentError, "Cannot multiply money by #{inspect other}"}}
end
@doc """
Multiply a `Money` value by a number and raise on error.
## Examples
iex> Money.mult!(Money.new(:USD, 200), 2)
#Money<:USD, 400>
Money.mult!(Money.new(:USD, 200), :invalid)
** (ArgumentError) Cannot multiply money by :invalid
"""
def mult!(%Money{} = money, number) do
case mult(money, number) do
{:ok, result} -> result
{:error, {exception, message}} -> raise exception, message
end
end
@doc """
Divide a `Money` value by a number.
* `money` is a %Money{} struct
* `number` is an integer or float
> Note that dividing one %Money{} by another is not supported.
## Example
iex> Money.div Money.new(:USD, 200), 2
{:ok, Money.new(:USD, 100)}
iex> Money.div(Money.new(:USD, 200), "xx")
{:error, {ArgumentError, "Cannot divide money by \\"xx\\""}}
"""
@spec div(Money.t, number) :: Money.t
def div(%Money{currency: code, amount: amount}, number) when is_number(number) do
{:ok, %Money{currency: code, amount: Decimal.div(amount, Decimal.new(number))}}
end
def div(%Money{} = money, other) do
{:error, {ArgumentError, "Cannot divide money by #{inspect other}"}}
end
@doc """
Divide a `Money` value by a number and raise on error.
## Examples
iex> Money.div Money.new(:USD, 200), 2
{:ok, Money.new(:USD, 100)}
Money.div(Money.new(:USD, 200), "xx")
** (ArgumentError) "Cannot divide money by \\"xx\\""]}}
"""
def div!(%Money{} = money, number) do
case Money.div(money, number) do
{:ok, result} -> result
{:error, {exception, message}} -> raise exception, message
end
end
@doc """
Returns a boolean indicating if two `Money` values are equal
## Example
iex> Money.equal? Money.new(:USD, 200), Money.new(:USD, 200)
true
iex> Money.equal? Money.new(:USD, 200), Money.new(:USD, 100)
false
"""
@spec equal?(Money.t, Money.t) :: boolean
def equal?(%Money{currency: same_currency, amount: amount_a}, %Money{currency: same_currency, amount: amount_b}) do
Decimal.equal?(amount_a, amount_b)
end
def equal?(_, _) do
false
end
@doc """
Compares two `Money` values numerically. If the first number is greater
than the second :gt is returned, if less than :lt is returned, if both
numbers are equal :eq is returned.
## Examples
iex> Money.cmp Money.new(:USD, 200), Money.new(:USD, 100)
:gt
iex> Money.cmp Money.new(:USD, 200), Money.new(:USD, 200)
:eq
iex> Money.cmp Money.new(:USD, 200), Money.new(:USD, 500)
:lt
iex> Money.cmp Money.new(:USD, 200), Money.new(:CAD, 500)
{:error,
{ArgumentError,
"Cannot compare monies with different currencies. Received :USD and :CAD."}}
"""
def cmp(%Money{currency: same_currency, amount: amount_a}, %Money{currency: same_currency, amount: amount_b}) do
Decimal.cmp(amount_a, amount_b)
end
def cmp(%Money{currency: code_a}, %Money{currency: code_b}) do
{:error, {ArgumentError, "Cannot compare monies with different currencies. " <>
"Received #{inspect code_a} and #{inspect code_b}."}}
end
@doc """
Compares two `Money` values numerically and raises on error.
## Examples
Money.cmp! Money.new(:USD, 200), Money.new(:CAD, 500)
** (ArgumentError) Cannot compare monies with different currencies. Received :USD and :CAD.
"""
def cmp!(%Money{} = money_1, %Money{} = money_2) do
case cmp(money_1, money_2) do
{:error, {exception, reason}} -> raise exception, reason
result -> result
end
end
@doc """
Compares two `Money` values numerically. If the first number is greater
than the second #Integer<1> is returned, if less than Integer<-1> is
returned. Otherwise, if both numbers are equal Integer<0> is returned.
## Examples
iex> Money.compare Money.new(:USD, 200), Money.new(:USD, 100)
1
iex> Money.compare Money.new(:USD, 200), Money.new(:USD, 200)
0
iex> Money.compare Money.new(:USD, 200), Money.new(:USD, 500)
-1
iex> Money.compare Money.new(:USD, 200), Money.new(:CAD, 500)
{:error,
{ArgumentError,
"Cannot compare monies with different currencies. Received :USD and :CAD."}}
"""
def compare(%Money{currency: same_currency, amount: amount_a}, %Money{currency: same_currency, amount: amount_b}) do
amount_a
|> Decimal.compare(amount_b)
|> Decimal.to_integer
end
def compare(%Money{currency: code_a}, %Money{currency: code_b}) do
{:error, {ArgumentError, "Cannot compare monies with different currencies. " <>
"Received #{inspect code_a} and #{inspect code_b}."}}
end
@doc """
Compares two `Money` values numerically and raises on error.
## Examples
Money.compare! Money.new(:USD, 200), Money.new(:CAD, 500)
** (ArgumentError) Cannot compare monies with different currencies. Received :USD and :CAD.
"""
def compare!(%Money{} = money_1, %Money{} = money_2) do
case compare(money_1, money_2) do
{:error, {exception, reason}} -> raise exception, reason
result -> result
end
end
@doc """
Split a `Money` value into a number of parts maintaining the currency's
precision and rounding and ensuring that the parts sum to the original
amount.
* `money` is a `%Money{}` struct
* `parts` is an integer number of parts into which the `money` is split
Returns a tuple `{dividend, remainder}` as the function result
derived as follows:
1. Round the money amount to the required currency precision using
`Money.round/1`
2. Divide the result of step 1 by the integer divisor
3. Round the result of the division to the precision of the currency
using `Money.round/1`
4. Return two numbers: the result of the division and any remainder
that could not be applied given the precision of the currency.
## Examples
Money.split Money.new(123.5, :JPY), 3
{¥41, ¥1}
Money.split Money.new(123.4, :JPY), 3
{¥41, ¥0}
Money.split Money.new(123.7, :USD), 9
{$13.74, $0.04}
"""
def split(%Money{} = money, parts) when is_integer(parts) do
rounded_money = Money.round(money)
div =
rounded_money
|> Money.div!(parts)
|> round
remainder = sub!(rounded_money, mult!(div, parts))
{div, remainder}
end
@doc """
Round a `Money` value into the acceptable range for the defined currency.
* `money` is a `%Money{}` struct
* `opts` is a keyword list with the following keys:
* `:rounding_mode` that defines how the number will be rounded. See
`Decimal.Context`. The default is `:half_even` which is also known
as "banker's rounding"
* `:cash` which determines whether the rounding is being applied to
an accounting amount or a cash amount. Some currencies, such as the
:AUD and :CHF have a cash unit increment minimum which requires
a different rounding increment to an arbitrary accounting amount. The
default is `false`.
There are two kinds of rounding applied:
1. Round to the appropriate number of fractional digits
2. Apply an appropriate rounding increment. Most currencies
round to the same precision as the number of decimal digits, but some
such as :AUD and :CHF round to a minimum such as 0.05 when its a cash
amount.
## Examples
iex> Money.round Money.new(123.7456, :CHF), cash: true
#Money<:CHF, 125>
iex> Money.round Money.new(123.7456, :CHF)
#Money<:CHF, 123.75>
Money.round Money.new(123.7456, :JPY)
#Money<:JPY, 124>
"""
def round(%Money{} = money, opts \\ []) do
money
|> round_to_decimal_digits(opts)
|> round_to_nearest(opts)
end
defp round_to_decimal_digits(%Money{currency: code, amount: amount}, opts \\ []) do
rounding_mode = Keyword.get(opts, :rounding_mode, @default_rounding_mode)
currency = Currency.for_code(code)
rounding = if opts[:cash], do: currency.cash_digits, else: currency.digits
rounded_amount = Decimal.round(amount, rounding, rounding_mode)
%Money{currency: code, amount: rounded_amount}
end
defp round_to_nearest(%Money{currency: code, amount: amount} = money, opts \\ []) do
currency = Currency.for_code(code)
increment = if opts[:cash], do: currency.cash_rounding, else: currency.rounding
do_round_to_nearest(money, increment, opts)
end
defp do_round_to_nearest(money, 0, opts) do
money
end
defp do_round_to_nearest(money, increment, opts) do
rounding_mode = Keyword.get(opts, :rounding_mode, @default_rounding_mode)
rounding = Decimal.new(increment)
rounded_amount =
money.amount
|> Decimal.div(rounding)
|> Decimal.round(0, rounding_mode)
|> Decimal.mult(rounding)
%Money{currency: money.currency, amount: rounded_amount}
end
end
end
end