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Monthly Downloads: 1,263,772
Programming language: Elixir
License: MIT License
Tags: Text And Numbers    
Latest version: v1.8.0

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README

Money

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Elixir library for working with Money safer, easier, and fun, is an interpretation of the Martin Fowler's Money pattern in functional programming.

"If I had a dime for every time I've seen someone use FLOAT to store currency, I'd have \$999.997634" -- Bill Karwin

In short: You shouldn't represent monetary values by a float. Wherever you need to represent money, use Money.

Usage

five_eur         = Money.new(500, :EUR)             # %Money{amount: 500, currency: :EUR}
ten_eur          = Money.add(five_eur, five_eur)    # %Money{amount: 10_00, currency: :EUR}
hundred_eur      = Money.multiply(ten_eur, 10)      # %Money{amount: 100_00, currency: :EUR}
ninety_nine_eur  = Money.subtract(hundred_eur, 100) # %Money{amount: 99_00, currency: :EUR}
shares           = Money.divide(ninety_nine_eur, 2) # [%Money{amount: 4950, currency: :EUR}, %Money{amount: 4950, currency: :EUR}]

Money.equals?(five_eur, Money.new(500, :EUR)) # true
Money.zero?(five_eur);                        # false
Money.positive?(five_eur);                    # true

Money.Currency.symbol(:USD)                   # $
Money.Currency.symbol(Money.new(500, :AFN))   # ؋
Money.Currency.name(Money.new(500, :AFN))     # Afghani

Money.to_string(Money.new(500, :CNY))         # ¥ 5.00
Money.to_string(Money.new(1_234_56, :EUR), separator: ".", delimiter: ",", symbol: false)
"1.234,56"
Money.to_string(Money.new(1_234_56, :USD), fractional_unit: false)  # "$1,234"
Money.to_string(Money.new(1_234_50, :USD), strip_insignificant_zeros: true)  # "$1,234.5"

Serialization to database with single currency

Bring Money to your Ecto project. The underlying database type is integer

  1. Set a default currency in config.ex:

    config :money,
      default_currency: :USD
    
  2. Create migration with integer type:

    create table(:jobs) do
      add :amount, :integer
    end
    
  3. Create schema using the Money.Ecto.Amount.Type Ecto type (don't forget run mix ecto.migrate):

    schema "jobs" do
      field :amount, Money.Ecto.Amount.Type
    end
    
  4. Save to the database:

    iex(1)> Repo.insert %Job{amount: Money.new(100, :USD)}
    [debug] QUERY OK db=90.7ms queue=0.1ms
    INSERT INTO "jobs" ("amount","inserted_at","updated_at") VALUES ($1,$2,$3) RETURNING "id" [100, {{2019, 2, 12}, {7, 29, 8, 589489}}, {{2019, 2, 12}, {7, 29, 8, 593185}}]
    {:ok,
     %MoneyTest.Offers.Job{
       __meta__: #Ecto.Schema.Metadata<:loaded, "jobs">,
       amount: %Money{amount: 100, currency: :USD},
       id: 1,
       inserted_at: ~N[2019-02-12 07:29:08.589489],
       updated_at: ~N[2019-02-12 07:29:08.593185]
     }}
    
  5. Get from the database:

    iex(2)> Repo.one(Job, limit: 1)
    [debug] QUERY OK source="jobs" db=1.8ms
    SELECT j0."id", j0."amount", j0."inserted_at", j0."updated_at" FROM "jobs" AS j0 []
    %MoneyTest.Offers.Job{
      __meta__: #Ecto.Schema.Metadata<:loaded, "jobs">,
      amount: %Money{amount: 100, currency: :USD},
      id: 1,
      inserted_at: ~N[2019-02-12 07:29:08.589489],
      updated_at: ~N[2019-02-12 07:29:08.593185]
    }
    

Serialization to PostgreSQL with multiple currency

Money.Ecto.Composite.Type Ecto type represents serialization of Money.t to PostgreSQL Composite Types with saving currency.

  1. Create migration with custom type:

      def up do
        execute """
        CREATE TYPE public.money_with_currency AS (amount integer, currency char(3))
        """
      end
    
      def down do
        execute """
        DROP TYPE public.money_with_currency
        """
      end
    
  2. Then use created custom type(money_with_currency) for money field:

      def change do
        alter table(:jobs) do
          add :price, :money_with_currency
        end
      end`
    
  3. Create schema using the Money.Ecto.Composite.Type Ecto type (don't forget run mix ecto.migrate):

    schema "jobs" do
      field :price, Money.Ecto.Composite.Type
    end
    
  4. Save to the database:

    iex(1)> Repo.insert %Job{price: Money.new(100, :JPY)}
    [debug] QUERY OK db=7.7ms
    INSERT INTO "jobs" ("price","inserted_at","updated_at") VALUES ($1,$2,$3) RETURNING "id" [{100, "JPY"}, {{2019, 2, 12}, {8, 7, 44, 729114}}, {{2019, 2, 12}, {8, 7, 44, 729124}}]
    {:ok,
     %MoneyTest.Offers.Job{
       __meta__: #Ecto.Schema.Metadata<:loaded, "jobs">,
       id: 6,
       inserted_at: ~N[2019-02-12 08:07:44.729114],
       price: %Money{amount: 100, currency: :JPY},
       updated_at: ~N[2019-02-12 08:07:44.729124]
     }}
    
  5. Get from the database:

    iex(2)> Repo.one(Job, limit: 1)
    [debug] QUERY OK source="jobs" db=1.4ms
    SELECT j0."id", j0."price", j0."inserted_at", j0."updated_at" FROM "jobs" AS j0 []
    %MoneyTest.Offers.Job{
      __meta__: #Ecto.Schema.Metadata<:loaded, "jobs">,
      id: 6,
      inserted_at: ~N[2019-02-12 08:07:44.729114],
      price: %Money{amount: 100, currency: :JPY},
      updated_at: ~N[2019-02-12 08:07:44.729124]
    }
    

Serialization to database (JSON) with multiple currency

Money.Ecto.Map.Type Ecto type represents serialization of Money.t to map(JSON) with saving currency.

  1. Create migration with map type:

      def change do
        alter table(:jobs) do
          add :price, :map
        end
      end
    
  2. Create schema using the Money.Ecto.Map.Type Ecto type (don't forget run mix ecto.migrate):

    schema "jobs" do
      field :price, Money.Ecto.Map.Type
    end
    
  3. Save to the database:

    iex(1)> Repo.insert %Job{price: Money.new(100, :JPY)}
    [debug] QUERY OK db=4.6ms
    INSERT INTO "jobs" ("price","inserted_at","updated_at") VALUES ($1,$2,$3) RETURNING "id" [%{"amount" => 100, "currency" => "JPY"}, {{2019, 2, 26}, {9, 40, 14, 381721}}, {{2019, 2, 26}, {9, 40, 14, 381730}}]
    {:ok,
     %MoneyTest.Offers.Job{
       __meta__: #Ecto.Schema.Metadata<:loaded, "jobs">,
       id: 9,
       inserted_at: ~N[2019-02-26 09:40:14.381721],
       price: %Money{amount: 100, currency: :JPY},
       updated_at: ~N[2019-02-26 09:40:14.381730]
     }}
    
  4. Get from the database:

    iex(8)> Repo.one(Job, limit: 1)
    [debug] QUERY OK source="jobs" db=2.0ms
    SELECT j0."id", j0."price", j0."inserted_at", j0."updated_at" FROM "jobs" AS j0 []
    %MoneyTest.Offers.Job{
      __meta__: #Ecto.Schema.Metadata<:loaded, "jobs">,
      id: 10,
      inserted_at: ~N[2019-02-26 09:40:45.205076],
      price: %Money{amount: 100, currency: :JPY},
      updated_at: ~N[2019-02-26 09:40:45.205084]
    }
    

Money.Sigils

# Sigils for Money
import Money.Sigils

iex> ~M[1000]USD
%Money{amount: 1000, currency: :USD}

# If you have a default currency configured (e.g. to GBP), you can do
iex> ~M[1000]
%Money{amount: 1000, currency: :GBP}

Money.Currency

# Currency convenience methods
import Money.Currency, only: [usd: 1, eur: 1, afn: 1]

iex> usd(100_00)
%Money{amount: 10000, currency: :USD}
iex> eur(100_00)
%Money{amount: 10000, currency: :EUR}
iex> afn(100_00)
%Money{amount: 10000, currency: :AFN}

Money.Currency.symbol(:USD)     # $
Money.Currency.symbol(afn(500)) # ؋
Money.Currency.name(afn(500))   # Afghani
Money.Currency.get(:AFN)        # %{name: "Afghani", symbol: "؋"}

Phoenix.HTML.Safe

Bring Money to your Phoenix project. If you are using Phoenix, you can include money objects directly into your output and they will be correctly escaped.

<b><%= Money.new(12345,67, :GBP) %></b>

Installation

Money comes with no required dependencies.

Add the following to your mix.exs:

def deps do
  [{:money, "~> 1.4"}]
end

then run mix deps.get.

Configuration

You can set a default currency and default formatting preferences as follows:

config :money,
  default_currency: :EUR,
  separator: ".",
  delimiter: ",",
  symbol: false,
  symbol_on_right: false,
  symbol_space: false,
  fractional_unit: true,
  strip_insignificant_zeros: false

Then you don’t have to specify the currency.

iex> amount = Money.new(1_234_50)
%Money{amount: 123450, currency: :EUR}
iex> to_string(amount)
"1.234,50"

Here is another example of formatting money:

iex> amount = Money.new(1_234_50)
%Money{amount: 123450, currency: :EUR}
iex> Money.to_string(amount, symbol: true, symbol_on_right: true, symbol_space: true)
"1.234,50 €"

Custom Currencies

In some cases we can need to add not common currencies, like crypto currencies or others. In order to add your own currencies you have to add them in the config file following this format:

config :money,
  custom_currencies: [
    BTC: %{name: "Bitcoin", symbol: "₿", exponent: 2},
    GCS: %{name: "Galactic Credit Standard", symbol: "gcs", exponent: 0}
  ]

Troubleshooting

Validating amount in Ecto changeset

When using the Money.Ecto.Amount.Type type, it may seem that a simple value validation should work, for example:

schema "jobs" do
  field :amount, Money.Ecto.Amount.Type
end

def changeset(struct, params \\ %{}) do
  struct
  |> cast(params, [:amount])
  |> validate_number(:amount, [greater_than: 0])
end

But this kind of validation will not work, since under the hood Money.Ecto.Amount.Type has the structure %Money{amount: ..., currency: ...}. To validate the data in this case, we recommend adding custom validation that matches your logic.

Example:

def changeset(struct, params \\ %{}) do
  struct
  |> cast(params, [:amount])
  |> validate_money(:amount)
end

defp validate_money(changeset, field) do
  validate_change(changeset, field, fn
    _, %Money{amount: amount} when amount > 0 -> []
    _, _ -> [amount: "must be greater than 0"]
  end)
end

License

MIT License please see the [LICENSE](./LICENSE) file.


*Note that all licence references and agreements mentioned in the money README section above are relevant to that project's source code only.