Money
A precise, type-safe representation of a monetary amount in a given currency
Install / Use
/learn @Flight-School/MoneyREADME
Money
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A precise, type-safe representation of monetary amounts in a given currency.
This functionality is discussed in Chapter 3 of Flight School Guide to Swift Numbers.
Requirements
- Swift 4.0+
Installation
Swift Package Manager
Add the Money package to your target dependencies in Package.swift:
import PackageDescription
let package = Package(
name: "YourProject",
dependencies: [
.package(
url: "https://github.com/Flight-School/Money",
from: "1.3.0"
),
]
)
Then run the swift build command to build your project.
CocoaPods
You can install Money via CocoaPods,
by adding the following line to your Podfile:
pod 'Money-FlightSchool', '~> 1.3.0'
Run the pod install command to download the library
and integrate it into your Xcode project.
Note The module name for this library is "Money" --- that is, to use it, you add
import Moneyto the top of your Swift code just as you would by any other installation method. The pod is called "Money-FlightSchool" because there's an existing pod with the name "Money".
Carthage
To use Money in your Xcode project using Carthage,
specify it in Cartfile:
github "Flight-School/Money" ~> 1.3.0
Then run the carthage update command to build the framework,
and drag the built Money.framework into your Xcode project.
Usage
Creating Monetary Amounts
The Money type has a required associated Currency type.
These currency types are named according to their
three letter [ISO 4701][iso4217] currency codes.
You can initialize a monetary using a Decimal value:
let amount = Decimal(12)
let monetaryAmount = Money<USD>(amount)
Some currencies specify a minor unit. For example, USD amounts are often expressed in cents, each worth 1/100 of a dollar. You can initialize monetary amounts from a quantity of minor units. For currencies that don't have a minor unit, such as JPY, this is equivalent to the standard initializer.
let twoCents = Money<USD>(minorUnits: 2)
twoCents.amount // 0.02
let ichimonEn = Money<JPY>(minorUnits: 10_000)
ichimonEn.amount // 10000
You can also create monetary amounts using integer, floating-point, and string literals.
12 as Money<USD>
12.00 as Money<USD>
"12.00" as Money<USD>
Important:
Swift floating-point literals are currently initialized
using binary floating-point number type,
which cannot precisely express certain values.
As a workaround, monetary amounts initialized
from a floating-point literal are rounded
to the number of places of the minor currency unit.
If you want to express a smaller fractional monetary amount,
initialize from a string literal or Decimal value instead.
let preciseAmount: Money<USD> = "123.4567"
let roundedAmount: Money<USD> = 123.4567
preciseAmount.amount // 123.4567
roundedAmount.amount // 123.46
For more information, see https://bugs.swift.org/browse/SR-920.
Comparing Monetary Amounts
You can compare two monetary amounts with the same currency:
let amountInWallet: Money<USD> = 60.00
let price: Money<USD> = 19.99
amountInWallet >= price // true
Attempting to compare monetary amounts with different currencies results in a compiler error:
let dollarAmount: Money<USD> = 123.45
let euroAmount: Money<EUR> = 4567.89
dollarAmount == euroAmount // Error: Binary operator '==' cannot be applied
Adding, Subtracting, and Multiplying Monetary Amounts
Monetary amounts can be added, subtracted, and multiplied
using the standard binary arithmetic operators (+, -, *):
let prices: [Money<USD>] = [2.19, 5.39, 20.99, 2.99, 1.99, 1.99, 0.99]
let subtotal = prices.reduce(0.00, +) // "$36.53"
let tax = 0.08 * subtotal // "$2.92"
let total = subtotal + tax // "$39.45"
Important: Multiplying a monetary amount by a floating-point number
results in an amount rounded to the number of places
of the minor currency unit.
If you want to produce a smaller fractional monetary amount,
multiply by a Decimal value instead.
Formatting Monetary Amounts
You can create a localized representation of a monetary amount
using NumberFormatter.
Set the currencyCode property of the formatter
to the currency.code property of the Money value
and pass the amount property to the formatter string(for:) method.
let allowance: Money<USD> = 10.00
let formatter = NumberFormatter()
formatter.numberStyle = .currency
formatter.locale = Locale(identifier: "fr-FR")
formatter.currencyCode = allowance.currency.code
formatter.string(for: allowance.amount) // "10,00 $US"
Encoding and Decoding Monetary Amounts
Encoding
By default,
Money values are encoded as keyed containers,
with amount encoded as a number value.
let value: Money<USD> = 123.45
let encoder = JSONEncoder()
let data = try encoder.encode(value)
String(data: data, encoding: .utf8) // #"{"amount":123.45,"currencyCode":"USD"}"#
To configure encoding behavior,
set either the JSONEncoder.moneyEncodingOptions property
or the CodingUserInfoKey.moneyEncodingOptions key
in the encoder's userInfo property.
var encoder = JSONEncoder()
encoder.moneyEncodingOptions = [.omitCurrency, .encodeAmountAsString]
let data = try encoder.encode([value])
String(data: data, encoding: .utf8) // #"["123.45"]"#
Decoding
The default decoding behavior is flexible,
supporting both keyed and single value containers,
with string or number values for amount.
let json = #"""
[
{ "currencyCode": "USD", "amount": "100.00" },
50.00,
"10"
]
"""#.data(using: .utf8)!
let decoder = JSONDecoder()
let values = try decoder.decode([Money<USD>].self, from: json)
values.first?.amount // 100.00
values.last?.currency.code // "USD"
To configure decoding behavior,
set either the JSONDecoder.moneyDecodingOptions property
or the CodingUserInfoKey.moneyDecodingOptions key
in the decoder's userInfo property.
var decoder = JSONDecoder()
decoder.moneyDecodingOptions = [.requireExplicitCurrency]
Important:
Foundation decoders currently decode number values
using a binary floating-point number type,
which cannot precisely express certain values.
As a workaround,
you can specify the requireStringAmount decoding option
to require monetary amounts to be
decoded precisely from a string representation.
let json = #"""
{ "currencyCode": "USD", "amount": "27.31" }
"""#.data(using: .utf8)!
var decoder = JSONDecoder()
try decoder.decode(Money<USD>.self, from: json) // DecodingError
decoder.moneyDecodingOptions = [.requireStringAmount]
let preciseAmount = try decoder.decode(Money<USD>.self, from: json)
preciseAmount.amount // 27.31
Alternatively,
you can the roundFloatingPointAmount decoding option
to round decoded floating-point values
to the number of places of the minor currency unit.
let json = #"""
{ "currencyCode": "USD", "amount": 27.31 }
"""#.data(using: .utf8)!
var decoder = JSONDecoder()
let impreciseAmount = try decoder.decode(Money<USD>.self, from: json)
impreciseAmount.amount // 27.30999999...
decoder.moneyDecodingOptions = [.roundFloatingPointAmount]
let roundedAmount = try decoder.decode(Money<USD>.self, from: json)
roundedAmount.amount // 27.31
For more information, see https://bugs.swift.org/browse/SR-7054.
Customizing Coding Keys
By default,
Money values are encoded and decoded with the string keys
"amount" and "currencyCode", which
correspond to their respective properties.
If you're working with data that encodes monetary amounts differently,
you can set the keyDecodingStrategy property of JSONDecoder
to map to different key names:
let json = #"""
{
"value": "3.33",
"currency": "USD"
}
"""#.data(using: .utf8)!
let decoder = JSONDecoder()
decoder.keyDecodingStrategy = .custom({ keys in
switch keys.last?.stringValue {
case "value":
return MoneyCodingKeys.amount
case "currency":
return MoneyCodingKeys.currencyCode
default:
return keys.last!
}
})
let amount = try decoder.decode(Money<USD>.self, from: json) // $3.33
Alternatively,
you can create structures that match the shape of your data
and derive computed properties that return Money types:
struct Item: Codable {
struct Price: Codable {
let value: String
let currency: String
}
let name: String
private let unitPrice: Price
var unitPriceInUSD: Money<USD>? {
guard unitPrice.currency == USD.code else { return nil }
return Money(unitPrice.value)
}
}
let json = #"""
{
"name": "Widget",
"unitPrice": {
"value": "3.33",
"currency": "USD"
}
}
"""#.data(using: .utf8)!
let decoder = JSONDecoder()
let item = try decoder.decode(Item.self, from: json)
item.unitPriceInUSD // $3.33
Supporting Multiple Currencies
Consider a Product structure with a price property.
If you only support a single currency, such as US Dollars,
you would define price to be of type Money<USD>:
struct Product {
var price: Money<USD>
}
If you want to support multiple currencies, however,
you can't specify an explicit currency type in the property declaration.
Instead, the Product would have to be defined as a generic type:
struct Product<Currency: CurrencyType> {
var price: Money<Currency>
}
Unfortunately, this approach is unwieldy,
as each type that interacts with Product would also need to be generic,
and so on, until the entire code base is gen
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