Money

Represents an amount of money in a given currency.

Public Class Methods

add_rate(from_currency, to_currency, rate) click to toggle source

Adds a new exchange rate to the default bank and return the rate.

@param [Currency, String, Symbol] from_currency Currency to exchange from. @param [Currency, String, Symbol] to_currency Currency to exchange to. @param [Numeric] rate Rate to exchange with.

@return [Numeric]

@example

Money.add_rate("USD", "CAD", 1.25) #=> 1.25

# File lib/money/money.rb, line 212
def self.add_rate(from_currency, to_currency, rate)
  Money.default_bank.add_rate(from_currency, to_currency, rate)
end

ca_dollar(cents) click to toggle source

Creates a new Money object of the given value, using the Canadian dollar currency.

@param [Integer] cents The cents value.

@return [Money]

@example

n = Money.ca_dollar(100)
n.cents    #=> 100
n.currency #=> #<Money::Currency id: cad>

# File lib/money/money.rb, line 132
def self.ca_dollar(cents)
  Money.new(cents, "CAD")
end

empty(currency = default_currency) click to toggle source

Create a new money object with value 0.

@param [Currency, String, Symbol] currency The currency to use.

@return [Money]

@example

Money.empty #=> #<Money @fractional=0>

# File lib/money/money.rb, line 117
def self.empty(currency = default_currency)
  Money.new(0, currency)
end

euro(cents) click to toggle source

Creates a new Money object of the given value, using the Euro currency.

@param [Integer] cents The cents value.

@return [Money]

@example

n = Money.euro(100)
n.cents    #=> 100
n.currency #=> #<Money::Currency id: eur>

# File lib/money/money.rb, line 161
def self.euro(cents)
  Money.new(cents, "EUR")
end

new(fractional, currency = Money.default_currency, bank = Money.default_bank) click to toggle source

Creates a new Money object of value given in the +fractional unit+ of the given currency.

Alternatively you can use the convenience methods like {Money.ca_dollar} and {Money.us_dollar}.

@param [Integer] The value given in the fractional unit. @param [Currency, String, Symbol] currency The currency format. @param [Money::Bank::*] bank The exchange bank to use.

@return [Money]

@example

Money.new(100)
#=> #<Money @fractional=100 @currency="USD">
Money.new(100, "USD")
#=> #<Money @fractional=100 @currency="USD">
Money.new(100, "EUR")
#=> #<Money @fractional=100 @currency="EUR">

@see Money.new_with_dollars

# File lib/money/money.rb, line 239
def initialize(fractional, currency = Money.default_currency, bank = Money.default_bank)
  @fractional = if fractional.is_a?(Rational)
                  fractional.to_d(self.class.conversion_precision)
                elsif fractional.respond_to?(:to_d)
                  fractional.to_d
                else
                  BigDecimal.new(fractional.to_s)
                end
  @currency = Currency.wrap(currency)
  @bank     = bank
end

new_with_amount(amount, currency = Money.default_currency, bank = Money.default_bank) click to toggle source

Creates a new Money object of amount value , with given currency.

The amount value is expressed in the main monetary unit, opposite to the subunit-based representation used internally by this library called cents.

@param [Numeric] amount The money amount, in main monetary unit. @param [Currency, String, Symbol] currency The currency format. @param [Money::Bank::*] bank The exchange bank to use.

@return [Money]

@example

Money.new_with_amount(100)
#=> #<Money @fractional=10000 @currency="USD">
Money.new_with_amount(100, "USD")
#=> #<Money @fractional=10000 @currency="USD">
Money.new_with_amount(100, "EUR")
#=> #<Money @fractional=10000 @currency="EUR">

@see Money.new

# File lib/money/money.rb, line 188
def self.new_with_amount(amount, currency = Money.default_currency, bank = Money.default_bank)
  money = from_numeric(amount, currency)
  # Hack! You can't change a bank
  money.instance_variable_set("@bank", bank)
  money
end

new_with_dollars(*args) click to toggle source

Synonym of new_with_amount

@see Money.new_with_amount

# File lib/money/money.rb, line 198
def self.new_with_dollars(*args)
  self.new_with_amount(*args)
end

us_dollar(cents) click to toggle source

Creates a new Money object of the given value, using the American dollar currency.

@param [Integer] cents The cents value.

@return [Money]

@example

n = Money.us_dollar(100)
n.cents    #=> 100
n.currency #=> #<Money::Currency id: usd>

# File lib/money/money.rb, line 147
def self.us_dollar(cents)
  Money.new(cents, "USD")
end

Public Instance Methods

allocate(splits) click to toggle source

Allocates money between different parties without loosing pennies. After the mathmatically split has been performed, left over pennies will be distributed round-robin amongst the parties. This means that parties listed first will likely recieve more pennies then ones that are listed later

@param [0.50, 0.25, 0.25] to give 50% of the cash to party1, 25% ot party2, and 25% to party3.

@return [Array<Money, Money, Money>]

@example

Money.new(5, "USD").allocate([0.3,0.7)) #=> [Money.new(2), Money.new(3)]
Money.new(100, "USD").allocate([0.33,0.33,0.33]) #=> [Money.new(34), Money.new(33), Money.new(33)]

# File lib/money/money.rb, line 477
def allocate(splits)
  allocations = splits.inject(BigDecimal("0")) do |sum, n|
    n = BigDecimal(n.to_s) unless n.is_a?(BigDecimal)
    sum + n
  end

  if (allocations - BigDecimal("1")) > Float::EPSILON
    raise ArgumentError, "splits add to more then 100%"
  end

  left_over = fractional

  amounts = splits.map do |ratio|
    if self.class.infinite_precision
      fraction = fractional * ratio
    else
      fraction = (fractional * ratio / allocations).floor
      left_over -= fraction
      fraction
    end
  end

  unless self.class.infinite_precision
    left_over.to_i.times { |i| amounts[i % amounts.length] += 1 }
  end

  amounts.collect { |fractional| Money.new(fractional, currency) }
end

amount() click to toggle source

Returns the numerical value of the money

@return [Float]

@example

Money.new(100).amount            # => 1.0
Money.new_with_amount(1).amount  # => 1.0

@see to_f @see fractional

# File lib/money/money.rb, line 282
def amount
  to_f
end

as_ca_dollar() click to toggle source

Receive a money object with the same amount as the current Money object in canadian dollar.

@return [Money]

@example

n = Money.new(100, "USD").as_ca_dollar
n.currency #=> #<Money::Currency id: cad>

# File lib/money/money.rb, line 449
def as_ca_dollar
  exchange_to("CAD")
end

as_euro() click to toggle source

Receive a money object with the same amount as the current Money object in euro.

@return [Money]

@example

n = Money.new(100, "USD").as_euro
n.currency #=> #<Money::Currency id: eur>

# File lib/money/money.rb, line 461
def as_euro
  exchange_to("EUR")
end

as_us_dollar() click to toggle source

Receive a money object with the same amount as the current Money object in american dollars.

@return [Money]

@example

n = Money.new(100, "CAD").as_us_dollar
n.currency #=> #<Money::Currency id: usd>

# File lib/money/money.rb, line 437
def as_us_dollar
  exchange_to("USD")
end

cents() click to toggle source

Convenience method for fractional part of the amount. Synonym of fractional

@return [Integer]

# File lib/money/money.rb, line 16
def cents
  fractional
end

currency_as_string() click to toggle source

Return string representation of currency object

@return [String]

@example

Money.new(100, :USD).currency_as_string #=> "USD"

# File lib/money/money.rb, line 292
def currency_as_string
  currency.to_s
end

currency_as_string=(val) click to toggle source

Set currency object using a string

@param [String] val The currency string.

@return [Money::Currency]

@example

Money.new(100).currency_as_string("CAD") #=> #<Money::Currency id: cad>

# File lib/money/money.rb, line 304
def currency_as_string=(val)
  @currency = Currency.wrap(val)
end

dollars() click to toggle source

Assuming using a currency using dollars: Returns the value of the money in dollars, instead of in the fractional unit cents.

Synonym of amount

@return [Float]

@example

Money.new(100).dollars           # => 1.0
Money.new_with_dollars(1).dollar # => 1.0

@see amount @see to_f @see cents

# File lib/money/money.rb, line 267
def dollars
  amount
end

exchange_to(other_currency) click to toggle source

Receive the amount of this money object in another Currency.

@param [Currency, String, Symbol] other_currency Currency to exchange to.

@return [Money]

@example

Money.new(2000, "USD").exchange_to("EUR")
Money.new(2000, "USD").exchange_to(Currency.new("EUR"))

# File lib/money/money.rb, line 424
def exchange_to(other_currency)
  other_currency = Currency.wrap(other_currency)
  @bank.exchange_with(self, other_currency)
end

fractional() click to toggle source

The value of the amount represented in the fractional unit of the currency. Example: USD, 1 dollar (amount) == 100 cents (fractional unit).

@return [Integer]

# File lib/money/money.rb, line 23
def fractional
  if self.class.infinite_precision
    @fractional
  else
    # If the Money object is created from a serialized YAML string, 
    # @fractional can end up being set to a Float. We need to ensure 
    # it is BigDecimal before calling #round with two paramers. 
    # Float class only provides #round with 0 or 1 parameter.
    BigDecimal.new(@fractional.to_s, 0).round(0, self.class.rounding_mode).to_i
  end
end

hash() click to toggle source

Returns a Fixnum hash value based on the fractional and currency attributes in order to use functions like & (intersection), group_by, etc.

@return [Fixnum]

@example

Money.new(100).hash #=> 908351

# File lib/money/money.rb, line 315
def hash
  [fractional.hash, currency.hash].hash
end

inspect() click to toggle source

Common inspect function

@return [String]

# File lib/money/money.rb, line 332
def inspect
  "#<Money fractional:#{fractional} currency:#{currency}>"
end

localize_formatting_rules(rules) click to toggle source

# File lib/money/money/formatting.rb, line 304
def localize_formatting_rules(rules)
  if currency.iso_code == "JPY" && I18n.locale == :ja
    rules[:symbol] = "円"
    rules[:symbol_position] = :after
    rules[:symbol_after_without_space] = true
  end
  rules
end

regexp_format(formatted, rules, decimal_mark, symbol_value) click to toggle source

# File lib/money/money/formatting.rb, line 290
def regexp_format(formatted, rules, decimal_mark, symbol_value)
  regexp_decimal = Regexp.escape(decimal_mark)
  if rules[:south_asian_number_formatting]
    /(\d+?)(?=(\d\d)+(\d)(?:\.))/
  else
    # Symbols may contain decimal marks (E.g "դր.")
    if formatted.sub(symbol_value, "") =~ /#{regexp_decimal}/
      /(\d)(?=(?:\d{3})+(?:#{regexp_decimal}))/
    else
      /(\d)(?=(?:\d{3})+(?:[^\d]{1}|$))/
    end
  end
end

split(num) click to toggle source

Split money amongst parties evenly without loosing pennies.

@param [2] number of parties.

@return [Array<Money, Money, Money>]

@example

Money.new(100, "USD").split(3) #=> [Money.new(34), Money.new(33), Money.new(33)]

# File lib/money/money.rb, line 514
def split(num)
  raise ArgumentError, "need at least one party" if num < 1

  if self.class.infinite_precision
    amt = self.div(BigDecimal(num.to_s))
    return 1.upto(num).map{amt}
  end

  low = Money.new(fractional / num, self.currency)
  high = Money.new(low.fractional + 1, self.currency)

  remainder = fractional % num
  result = []

  num.times do |index|
    result[index] = index < remainder ? high : low
  end

  result
end

symbol() click to toggle source

Uses +Currency#symbol+. If nil is returned, defaults to "¤".

@return [String]

@example

Money.new(100, "USD").symbol #=> "$"

# File lib/money/money.rb, line 325
def symbol
  currency.symbol || "¤"
end

to_d() click to toggle source

Return the amount of money as a BigDecimal.

@return [BigDecimal]

@example

Money.us_dollar(100).to_d => BigDecimal.new("1.0")

# File lib/money/money.rb, line 386
def to_d
  BigDecimal.new(fractional.to_s) / BigDecimal.new(currency.subunit_to_unit.to_s)
end

to_f() click to toggle source

Return the amount of money as a float. Floating points cannot guarantee precision. Therefore, this function should only be used when you no longer need to represent currency or working with another system that requires decimals.

@return [Float]

@example

Money.us_dollar(100).to_f => 1.0

# File lib/money/money.rb, line 399
def to_f
  to_d.to_f
end

to_money(given_currency = nil) click to toggle source

Conversation to self.

@return [self]

# File lib/money/money.rb, line 406
def to_money(given_currency = nil)
  given_currency = Currency.wrap(given_currency) if given_currency
  if given_currency.nil? || self.currency == given_currency
    self
  else
    exchange_to(given_currency)
  end
end

to_s() click to toggle source

Returns the amount of money as a string.

@return [String]

@example

Money.ca_dollar(100).to_s #=> "1.00"

# File lib/money/money.rb, line 342
def to_s
  unit, subunit = fractional().abs.divmod(currency.subunit_to_unit)

  unit_str       = ""
  subunit_str    = ""
  fraction_str   = ""

  if self.class.infinite_precision
    subunit, fraction = subunit.divmod(BigDecimal("1"))

    unit_str       = unit.to_i.to_s
    subunit_str    = subunit.to_i.to_s
    fraction_str   = fraction.to_s("F")[2..-1] # want fractional part "0.xxx"

    fraction_str = "" if fraction_str =~ /^0+$/
  else
    unit_str, subunit_str = unit.to_s, subunit.to_s
  end

  absolute_str = if currency.decimal_places == 0
    if fraction_str == ""
      unit_str
    else
      "#{unit_str}#{decimal_mark}#{fraction_str}"
    end
  else
    # need to pad subunit to right position,
    # for example 1 usd 3 cents should be 1.03 not 1.3
    subunit_str.insert(0, '0') while subunit_str.length < currency.decimal_places

    "#{unit_str}#{decimal_mark}#{subunit_str}#{fraction_str}"
  end

  absolute_str.tap do |str|
    str.insert(0, "-") if fractional() < 0
  end
end

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