README.md

# Money

[![CI Status](https://github.com/elixirmoney/money/actions/workflows/ci.yml/badge.svg)](https://github.com/elixirmoney/money/actions/workflows/ci.yml)
[![Module Version](https://img.shields.io/hexpm/v/money.svg)](https://hex.pm/packages/money)
[![Hex Docs](https://img.shields.io/badge/hex-docs-lightgreen.svg)](https://hexdocs.pm/money/)
[![Total Download](https://img.shields.io/hexpm/dt/money.svg)](https://hex.pm/packages/money)
[![License](https://img.shields.io/hexpm/l/money.svg)](https://hex.pm/packages/money)
[![Last Updated](https://img.shields.io/github/last-commit/elixirmoney/money.svg)](https://github.com/elixirmoney/money/commits/master)

Elixir library for working with Money safer, easier, and fun, is an interpretation of the Martin Fowler's [Money pattern](https://www.martinfowler.com/eaaCatalog/money.html) 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](https://twitter.com/billkarwin/status/347561901460447232)

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

## Installation

Money comes with no required dependencies.

Add the following to your `mix.exs`:

```elixir
def deps do
  [{:money, "~> 1.12"}]
end
```

then run [`mix deps.get`](http://elixir-lang.org/getting-started/mix-otp/introduction-to-mix).

## Usage

```elixir
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`:

    ```elixir
    config :money,
      default_currency: :USD
    ```

2.  Create migration with integer type:

    ```elixir
    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`):

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

4.  Save to the database:

    ```elixir
    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:

    ```elixir
    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](https://www.postgresql.org/docs/11/rowtypes.html) with saving currency.

1.  Create migration with custom type:

    ```elixir
    def up do
      execute """
      CREATE TYPE public.money_with_currency AS (amount integer, currency varchar(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:

    ```elixir
    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`):

    ```elixir
    schema "jobs" do
      field :price, Money.Ecto.Composite.Type
    end
    ```

4.  Save to the database:

    ```elixir
    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:

    ```elixir
    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:

    ```elixir
    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`):

    ```elixir
    schema "jobs" do
      field :price, Money.Ecto.Map.Type
    end
    ```

3.  Save to the database:

    ```elixir
    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:

    ```elixir
    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

```elixir
# 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

```elixir
# 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.

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

## Configuration

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

```elixir
config :money,
  default_currency: :EUR,
  separator: ".",
  delimiter: ",",
  symbol: false,
  symbol_on_right: false,
  symbol_space: false,
  fractional_unit: true,
  strip_insignificant_zeros: false,
  code: false,
  minus_sign_first: true,
  strip_insignificant_fractional_unit: false
```

Then you don’t have to specify the currency.

```elixir
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:

```elixir
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:

```elixir
config :money,
  custom_currencies: [
    BTC: %{name: "Bitcoin", symbol: "₿", exponent: 8},
    GCS: %{name: "Galactic Credit Standard", symbol: "gcs", exponent: 0}
  ]
```

### Custom Currencies Display Options

In some cases, we may need to display the currency in a different way than the default format. For example, we may want to display the currency symbol on the right side of the amount for some currencies. To achieve this, you can add the following configuration:

```elixir
config :money,
  custom_display_options: [
    EUR: %{symbol_on_right: true, symbol_space: true, separator: ".", delimiter: ",", symbol: true},
    JPY: %{symbol_on_right: true, separator: ".", delimiter: ",", symbol: true}
  ]
```

## 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:

```elixir
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:

```elixir
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
```

### Lack of precision when using `Money.parse`

Sometimes you need to work with large numbers (for example, cryptocurrencies) and `Float` precision is not enough. In this case it is better to use [Decimal](https://hex.pm/packages/decimal) package. Money already has support for Decimal and you just need to add it to your project dependencies.

## License

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