Current section

Files

Jump to
money lib money.ex
Raw

lib/money.ex

defmodule Money do
@moduledoc """
Defines a `Money` struct along with convenience methods for working with currencies.
## Example:
iex> money = Money.new(500, :USD)
%Money{amount: 500, currency: :USD}
iex> money = Money.add(money, 550)
%Money{amount: 1050, currency: :USD}
iex> Money.to_string(money)
"$10.50"
## Configuration options
You can set defaults in your Mix configuration to make working with `Money` a little easier.
## Configuration:
config :money,
default_currency: :EUR, # this allows you to do Money.new(100)
separator: ".", # change the default thousands separator for Money.to_string
delimiter: ",", # change the default decimal delimeter for Money.to_string
symbol: false # don’t display the currency symbol in Money.to_string
symbol_on_right: false, # position the symbol
symbol_space: false # add a space between symbol and number
fractional_unit: false # don’t display the remainder or the delimeter
"""
@type t :: %__MODULE__{
amount: integer,
currency: atom
}
defstruct amount: 0, currency: :USD
alias Money.Currency
@spec new(integer) :: t
@doc ~S"""
Create a new `Money` struct using a default currency.
The default currency can be set in the system Mix config.
## Example Config:
config :money,
default_currency: :USD
## Example:
Money.new(123)
%Money{amount: 123, currency: :USD}
"""
def new(amount) do
currency = Application.get_env(:money, :default_currency)
if currency do
new(amount, currency)
else
raise ArgumentError, "to use Money.new/1 you must set a default currency in your application config."
end
end
@spec new(integer, atom | String.t) :: t
@doc """
Create a new `Money` struct from currency sub-units (cents)
## Example:
iex> Money.new(1_000_00, :USD)
%Money{amount: 1_000_00, currency: :USD}
"""
def new(int, currency) when is_integer(int),
do: %Money{amount: int, currency: Currency.to_atom(currency)}
@spec parse(String.t | float, atom | String.t, Keyword.t) :: {:ok, t}
@doc ~S"""
Parse a value into a `Money` type.
The following options are available:
- `separator` - default `","`, sets the separator for groups of thousands.
"1,000"
- `delimeter` - default `"."`, sets the decimal delimeter.
"1.23"
## Examples:
iex> Money.parse("$1,234.56", :USD)
{:ok, %Money{amount: 123456, currency: :USD}}
iex> Money.parse("1.234,56", :EUR, separator: ".", delimeter: ",")
{:ok, %Money{amount: 123456, currency: :EUR}}
iex> Money.parse("1.234,56", :WRONG)
:error
iex> Money.parse(1_234.56, :USD)
{:ok, %Money{amount: 123456, currency: :USD}}
iex> Money.parse(-1_234.56, :USD)
{:ok, %Money{amount: -123456, currency: :USD}}
"""
def parse(value, currency \\ nil, opts \\ [])
def parse(value, nil, opts) do
currency = Application.get_env(:money, :default_currency)
if currency do
parse(value, currency, opts)
else
raise ArgumentError, "to use Money.new/1 you must set a default currency in your application config."
end
end
def parse(str, currency, opts) when is_binary(str) do
try do
{_separator, delimeter} = get_parse_options(opts)
value = str
|> prepare_parse_string(delimeter)
|> add_missing_leading_digit
case Float.parse(value) do
{float, _} -> {:ok, new(round(float * 100), currency)}
:error -> :error
end
rescue
_ -> :error
end
end
def parse(float, currency, _opts) when is_float(float) do
{:ok, new(round(float * 100), currency)}
end
defp prepare_parse_string(characters, delimeter, acc \\ [])
defp prepare_parse_string([], _delimeter, acc),
do: Enum.reverse(acc) |> Enum.join
defp prepare_parse_string(["-" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["-" | acc])
defp prepare_parse_string(["0" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["0" | acc])
defp prepare_parse_string(["1" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["1" | acc])
defp prepare_parse_string(["2" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["2" | acc])
defp prepare_parse_string(["3" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["3" | acc])
defp prepare_parse_string(["4" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["4" | acc])
defp prepare_parse_string(["5" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["5" | acc])
defp prepare_parse_string(["6" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["6" | acc])
defp prepare_parse_string(["7" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["7" | acc])
defp prepare_parse_string(["8" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["8" | acc])
defp prepare_parse_string(["9" | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["9" | acc])
defp prepare_parse_string([delimeter | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, ["." | acc])
defp prepare_parse_string([_head | tail], delimeter, acc),
do: prepare_parse_string(tail, delimeter, acc)
defp prepare_parse_string(string, delimeter, _acc),
do: prepare_parse_string(String.codepoints(string), delimeter)
defp add_missing_leading_digit(<< "-." >> <> tail),
do: "-0." <> tail
defp add_missing_leading_digit(<< "." >> <> tail),
do: "0." <> tail
defp add_missing_leading_digit(str), do: str
@spec parse(String.t | float, atom | String.t, Keyword.t) :: t
@doc ~S"""
Parse a value into a `Money` type.
Similar to `parse/3` but returns a `%Money{}` or raises an error if parsing fails.
## Example:
iex> Money.parse!("1,234.56", :USD)
%Money{amount: 123456, currency: :USD}
iex> Money.parse!("wrong", :USD)
** (ArgumentError) unable to parse "wrong"
"""
def parse!(value, currency \\ nil, opts \\ []) do
case parse(value, currency, opts) do
{:ok, money} -> money
:error -> raise ArgumentError, "unable to parse #{inspect(value)}"
end
end
@spec compare(t, t) :: t
@doc ~S"""
Compares two `Money` structs with each other.
They must each be of the same currency and then their amounts are compared
## Example:
iex> Money.compare(Money.new(100, :USD), Money.new(100, :USD))
0
iex> Money.compare(Money.new(100, :USD), Money.new(101, :USD))
-1
iex> Money.compare(Money.new(101, :USD), Money.new(100, :USD))
1
"""
def compare(%Money{currency: cur} = a, %Money{currency: cur} = b) do
case a.amount - b.amount do
x when x > 0 -> 1
x when x < 0 -> -1
x when x == 0 -> 0
end
end
def compare(a, b), do: fail_currencies_must_be_equal(a, b)
@spec zero?(t) :: boolean
@doc ~S"""
Returns true if the amount of a `Money` struct is zero
## Example:
iex> Money.zero?(Money.new(0, :USD))
true
iex> Money.zero?(Money.new(1, :USD))
false
"""
def zero?(%Money{amount: amount}) do
amount == 0
end
@spec positive?(t) :: boolean
@doc ~S"""
Returns true if the amount of a `Money` is greater than zero
## Example:
iex> Money.positive?(Money.new(0, :USD))
false
iex> Money.positive?(Money.new(1, :USD))
true
iex> Money.positive?(Money.new(-1, :USD))
false
"""
def positive?(%Money{amount: amount}) do
amount > 0
end
@spec negative?(t) :: boolean
@doc ~S"""
Returns true if the amount of a `Money` is less than zero
## Example:
iex> Money.negative?(Money.new(0, :USD))
false
iex> Money.negative?(Money.new(1, :USD))
false
iex> Money.negative?(Money.new(-1, :USD))
true
"""
def negative?(%Money{amount: amount}) do
amount < 0
end
@spec equals?(t, t) :: boolean
@doc ~S"""
Returns true if two `Money` of the same currency have the same amount
## Example:
iex> Money.equals?(Money.new(100, :USD), Money.new(100, :USD))
true
iex> Money.equals?(Money.new(101, :USD), Money.new(100, :USD))
false
"""
def equals?(%Money{amount: amount, currency: cur}, %Money{amount: amount, currency: cur}), do: true
def equals?(%Money{currency: cur}, %Money{currency: cur}), do: false
def equals?(a, b), do: fail_currencies_must_be_equal(a, b)
@spec add(t, t | integer | float) :: t
@doc ~S"""
Adds two `Money` together or an integer (cents) amount to a `Money`
## Example:
iex> Money.add(Money.new(100, :USD), Money.new(50, :USD))
%Money{amount: 150, currency: :USD}
iex> Money.add(Money.new(100, :USD), 50)
%Money{amount: 150, currency: :USD}
iex> Money.add(Money.new(100, :USD), 5.55)
%Money{amount: 655, currency: :USD}
"""
def add(%Money{amount: a, currency: cur}, %Money{amount: b, currency: cur}),
do: Money.new(a + b, cur)
def add(%Money{amount: amount, currency: cur}, addend) when is_integer(addend),
do: Money.new(amount + addend, cur)
def add(%Money{} = m, addend) when is_float(addend),
do: add(m, round(addend * 100))
def add(a, b), do: fail_currencies_must_be_equal(a, b)
@spec subtract(t, t | integer | float) :: t
@doc ~S"""
Subtracts one `Money` from another or an integer (cents) from a `Money`
## Example:
iex> Money.subtract(Money.new(150, :USD), Money.new(50, :USD))
%Money{amount: 100, currency: :USD}
iex> Money.subtract(Money.new(150, :USD), 50)
%Money{amount: 100, currency: :USD}
iex> Money.subtract(Money.new(150, :USD), 1.25)
%Money{amount: 25, currency: :USD}
"""
def subtract(%Money{amount: a, currency: cur}, %Money{amount: b, currency: cur}),
do: Money.new(a - b, cur)
def subtract(%Money{amount: a, currency: cur}, subtractend) when is_integer(subtractend),
do: Money.new(a - subtractend, cur)
def subtract(%Money{} = m, subtractend) when is_float(subtractend),
do: subtract(m, round(subtractend * 100))
def subtract(a, b), do: fail_currencies_must_be_equal(a, b)
@spec multiply(t, integer | float) :: t
@doc ~S"""
Multiplies a `Money` by an amount
## Example:
iex> Money.multiply(Money.new(100, :USD), 10)
%Money{amount: 1000, currency: :USD}
iex> Money.multiply(Money.new(100, :USD), 1.5)
%Money{amount: 150, currency: :USD}
"""
def multiply(%Money{amount: amount, currency: cur}, multiplier) when is_integer(multiplier),
do: Money.new(amount * multiplier, cur)
def multiply(%Money{amount: amount, currency: cur}, multiplier) when is_float(multiplier),
do: Money.new(round(amount * multiplier), cur)
@spec divide(t, integer) :: [t]
@doc ~S"""
Divides up `Money` by an amount
## Example:
iex> Money.divide(Money.new(100, :USD), 2)
[%Money{amount: 50, currency: :USD}, %Money{amount: 50, currency: :USD}]
iex> Money.divide(Money.new(101, :USD), 2)
[%Money{amount: 51, currency: :USD}, %Money{amount: 50, currency: :USD}]
"""
def divide(%Money{amount: amount, currency: cur}, denominator) when is_integer(denominator) do
value = div(amount, denominator)
rem = rem(amount, denominator)
do_divide(cur, value, rem, denominator, [])
end
defp do_divide(_currency, _value, _rem, 0, acc), do: acc |> Enum.reverse
defp do_divide(currency, value, 0, count, acc) do
count = count - 1
acc = [new(value, currency) | acc]
do_divide(currency, value, 0, count, acc)
end
defp do_divide(currency, value, rem, count, acc) do
rem = rem - 1
count = count - 1
acc = [new(value + 1, currency) | acc]
do_divide(currency, value, rem, count, acc)
end
@spec to_string(t, Keyword.t) :: String.t
@doc ~S"""
Converts a `Money` struct to a string representation
The following options are available:
- `separator` - default `","`, sets the separator for groups of thousands.
"1,000"
- `delimeter` - default `"."`, sets the decimal delimeter.
"1.23"
- `symbol` - default `true`, sets whether to display the currency symbol or not.
- `symbol_on_right` - default `false`, display the currency symbol on the right of the number, eg: 123.45€
- `symbol_space` - default `false`, add a space between currency symbol and number, eg: € 123,45 or 123.45 €
- `fractional_unit` - default `true`, show the remaining units after the delimeter
## Example:
iex> Money.to_string(Money.new(123456, :GBP))
"£1,234.56"
iex> Money.to_string(Money.new(123456, :EUR), separator: ".", delimeter: ",")
"€1.234,56"
iex> Money.to_string(Money.new(123456, :EUR), symbol: false)
"1,234.56"
iex> Money.to_string(Money.new(123456, :EUR), symbol: false, separator: "")
"1234.56"
iex> Money.to_string(Money.new(123456, :EUR), fractional_unit: false)
"€1,234"
It can also be interpolated (It implements the String.Chars protocol)
To control the formatting, you can use the above options in your config,
more information is in the introduction to `Money`
## Example:
iex> "Total: #{Money.new(100_00, :USD)}"
"Total: $100.00"
"""
def to_string(%Money{}=money, opts \\ []) do
{separator, delimeter, symbol, symbol_on_right, symbol_space, fractional_unit} = get_display_options(money, opts)
number = format_number(money, separator, delimeter, fractional_unit)
sign = if negative?(money), do: "-"
space = if symbol_space, do: " "
parts = if symbol_on_right do
[sign, number, space, symbol]
else
[symbol, space, sign, number]
end
parts |> Enum.join |> String.lstrip
end
defp format_number(%Money{amount: amount}, separator, delimeter, fractional_unit) do
super_unit = div(abs(amount), 100) |> Integer.to_string |> reverse_group(3) |> Enum.join(separator)
sub_unit = rem(abs(amount), 100) |> Integer.to_string |> String.rjust(2, ?0)
if fractional_unit do
[super_unit, sub_unit] |> Enum.join(delimeter)
else
super_unit
end
end
defp get_display_options(m, opts) do
{separator, delimeter} = get_parse_options(opts)
default_symbol = Application.get_env(:money, :symbol, true)
default_symbol_on_right = Application.get_env(:money, :symbol_on_right, false)
default_symbol_space = Application.get_env(:money, :symbol_space, false)
default_fractional_unit = Application.get_env(:money, :fractional_unit, true)
symbol = if Keyword.get(opts, :symbol, default_symbol), do: Currency.symbol(m), else: ""
symbol_on_right = Keyword.get(opts, :symbol_on_right, default_symbol_on_right)
symbol_space = Keyword.get(opts, :symbol_space, default_symbol_space)
fractional_unit = Keyword.get(opts, :fractional_unit, default_fractional_unit)
{separator, delimeter, symbol, symbol_on_right, symbol_space, fractional_unit}
end
defp get_parse_options(opts) do
default_separator = Application.get_env(:money, :separator, ",")
separator = Keyword.get(opts, :separator, default_separator)
default_delimeter = Application.get_env(:money, :delimeter, ".")
delimeter = Keyword.get(opts, :delimeter, default_delimeter)
{separator, delimeter}
end
defp fail_currencies_must_be_equal(a, b) do
raise ArgumentError, message: "Currency of #{a.currency} must be the same as #{b.currency}"
end
defp reverse_group(str, count) when is_binary(str) do
reverse_group(str, abs(count), [])
end
defp reverse_group("", _count, list) do
list
end
defp reverse_group(str, count, list) do
{first, last} = String.split_at(str, -count)
reverse_group(first, count, [last | list])
end
defimpl String.Chars do
def to_string(%Money{} = m) do
Money.to_string(m)
end
end
end