tbbc/money-bundle

This is a Symfony bundle that integrates moneyphp/money library (Fowler pattern): https://github.com/moneyphp/money.

5.2.0 2024-02-24 16:33 UTC

Requires

• php: ^8.0
• ext-curl: *
• ext-intl: *
• ext-simplexml: *
• moneyphp/money: ^3.0|^4.0
• symfony/console: ^5.4|^6.0|^7.0
• symfony/dom-crawler: ^5.4|^6.0|^7.0
• symfony/event-dispatcher: ^5.4|^6.0|^7.0
• symfony/form: ^5.4|^6.0|^7.0
• symfony/http-client: ^5.4|^6.0|^7.0
• symfony/templating: ^5.4|^6.0|^7.0
• symfony/twig-bundle: ^5.4|^6.0|^7.0

Requires (Dev)

• ext-sqlite3: *
• doctrine/doctrine-bundle: ^1.12|^2.0
• doctrine/orm: ^2.7
• florianv/exchanger: ^2.0
• http-interop/http-factory-guzzle: ^1.2
• php-http/guzzle6-adapter: ^2.0
• php-http/message: ^1.0
• phpunit/phpunit: ^9.6|^10.5
• symfony/browser-kit: ^5.4|^6.0|^7.0
• symfony/phpunit-bridge: ^5.4|^6.0|^7.0
• symfony/yaml: ^5.4|^6.0|^7.0
• vimeo/psalm: ^4.13 | ^5.20

Suggests

• doctrine/doctrine-bundle: ~1.1
• doctrine/orm: ~2.7
• florianv/exchanger: Exchanger is a PHP framework to work with currency exchange rates from various services.

MIT

• Philippe Le Van
• Sebastien Lefebvre
• Martin Aarhof

• symfony
• money
• currency
• conversion
• fowler

README

This bundle is used to integrate the Money library into a Symfony project.

This library is based on Fowler's Money pattern

• This bundle is tested and is stable with Symfony 5.4, 6.4, 7.0

Quick Start

use Money\Money;
use Tbbc\MoneyBundle\Form\Type\MoneyType;

// the money library
$fiveEur = Money::EUR(500);
$tenEur = $fiveEur->add($fiveEur);
[$part1, $part2, $part3] = $tenEur->allocate([1, 1, 1]);
assert($part1->equals(Money::EUR(334)));
assert($part2->equals(Money::EUR(333)));
assert($part3->equals(Money::EUR(333)));

// a service that stores conversion ratios
$pairManager = $this->get('tbbc_money.pair_manager');
$usd = $pairManager->convert($tenEur, 'USD');

// a form integration
$formBuilder->add('price', MoneyType::class);

Features

• Integrates money library from Mathias Verraes
• Twig filters and PHP helpers for helping with money and currencies in templates
• A storage system for currency ratios
• A ratioProvider system for fetching ratio from externals api
• Symfony form integration
• Console commands for different operations
• A configuration parser for specifying website used currencies
• Access to the history of currency ratio fetched
• Money formatter i18n

Table of contents

• Installation
• Usage
• Storage
• Contributing
• Requirements
• Authors
• Status

Installation

Use Composer and install with

composer require tbbc/money-bundle

Add the bundle to config/bundles.php (if it was not automatically added during the installation of the package):

    return [
        // ...
        Tbbc\MoneyBundle\TbbcMoneyBundle::class => ['all' => true],
    ];

Create a file like config/packages/tbbc_money.yml and add it there:

tbbc_money:
    currencies: ["USD", "EUR"]
    reference_currency: "EUR"
    decimals: 2

In your config.yml or config/packages/tbbc_money.yml, add the form fields presentations:

twig:
    form_themes:
        - '@TbbcMoney/Form/fields.html.twig'

You should also register custom Doctrine Money type:

doctrine:
    dbal:
        types:
            money: Tbbc\MoneyBundle\Type\MoneyType

Usage

Money Library integration

use Money\Money;

$fiveEur = Money::EUR(500);
$tenEur = $fiveEur->add($fiveEur);
[$part1, $part2, $part3] = $tenEur->allocate([1, 1, 1]);
assert($part1->equals(Money::EUR(334)));
assert($part2->equals(Money::EUR(333)));
assert($part3->equals(Money::EUR(333)));

$pair = new CurrencyPair(new Currency('EUR'), new Currency('USD'), 1.2500);
$usd = $pair->convert($tenEur);
$this->assertEquals(Money::USD(1250), $usd);

Form integration

You have 3 new form types (under Tbbc\MoneyBundle\Form\Type namespace):

• CurrencyType : asks for a currency among currencies defined in config.yml
• MoneyType : asks for an amount and a currency
• SimpleMoneyType : asks for an amount and sets the currency to the reference currency set in config.yml

Example :

use Symfony\Component\Form\Extension\Core\Type\TextType;
use Symfony\Component\Form\Extension\Core\Type\SubmitType;

// I create my form
$form = $this->createFormBuilder()
    ->add('name', TextType::class)
    ->add('price', MoneyType::class, [
        'data' => Money::EUR(1000), //EUR 10
    ])
    ->add('save', SubmitType::class)
    ->getForm();

Manipulating the form

With MoneyType you can manipulate the form elements with

amount_options for the amount field, and currency_options for the currency field, fx if you want to change the label.

$form = $this->createFormBuilder()
    ->add('price', MoneyType::class, [
        'data' => Money::EUR(1000), //EUR 10
        'amount_options' => [
            'label' => 'Amount',
        ],
        'currency_options' => [
            'label' => 'Currency',
        ],
    ])
    ->getForm();

With CurrencyType only currency_options can be used, and with SimpleMoneyType only amount_options can be used.

Saving Money with Doctrine

Solution 1 : two fields in the database

Note that there are 2 columns in the DB table : $priceAmount and $priceCurrency and only one getter/setter : getPrice and setPrice.

The get/setPrice methods are dealing with these two columns transparently.

• Advantage : your DB is clean and you can do sql sum, group by, sort,... with the amount and the currency in two different columns in your db
• Disadvantage : it is ugly in the entity.

<?php
namespace App\AdministratorBundle\Entity;

use Doctrine\ORM\Mapping as ORM;
use Money\Currency;
use Money\Money;

#[ORM\Table(name: 'test_money')]
#[ORM\Entity]
class TestMoney
{
    #[ORM\Column(type: Types::INTEGER)]
    #[ORM\Id]
    #[ORM\GeneratedValue(strategy: 'AUTO')]
    private ?int $id;

    #[ORM\Column]
    private int $priceAmount;

    #[ORM\Column(length: 64)]
    private string $priceCurrency;

    public function getId(): int
    {
        return $this->id;
    }

    public function getPrice(): Money
    {
        if (!$this->priceCurrency) {
            return null;
        }
        if (!$this->priceAmount) {
            return new Money(0, new Currency($this->priceCurrency));
        }
        return new Money($this->priceAmount, new Currency($this->priceCurrency));
    }

    public function setPrice(Money $price): self
    {
        $this->priceAmount = $price->getAmount();
        $this->priceCurrency = $price->getCurrency()->getCode();

        return $this;
    }
}

Solution 2 : use Doctrine type

There is only one string column in your DB table. The money object is manually serialized by the new Doctrine type.

1.25€ is serialized in your DB by 'EUR 125'. This format is stable. It won't change in future releases..

The new Doctrine type name is "money".

• Advantage : The entity is easy to create and use
• Disadvantage : it is more difficult to directly request the db in SQL.

<?php
namespace App\AdministratorBundle\Entity;

use Doctrine\ORM\Mapping as ORM;
use Money\Money;
 
#[ORM\Table(name: 'test_money')]
#[ORM\Entity]
class TestMoney
{
    #[ORM\Column(type: Types::INTEGER)]
    #[ORM\Id]
    #[ORM\GeneratedValue(strategy: 'AUTO')]
    private ?int $id;
    
    #[ORM\Column(type: 'money')]
    private Money $price;

    public function getId(): int
    {
        return $this->id;
    }

    public function getPrice(): Money
    {
        return $this->price;
    }

    public function setPrice(Money $price): self
    {
        $this->price = $price;
        return $this;
    }
}

Conversion manager

Convert an amount into another currency

$pairManager = $this->get("tbbc_money.pair_manager");
$usd = $pairManager->convert($amount, 'USD');

Save a conversion value in a DB

use Money\Money;

$pairManager = $this->get("tbbc_money.pair_manager");
$pairManager->saveRatio('USD', 1.25); // save in ratio file in CSV
$eur = Money::EUR(100);
$usd = $pairManager->convert($amount, 'USD');
$this->assertEquals(Money::USD(125), $usd);

Money formatter

<?php

namespace My\Controller\IndexController;

use Money\Money;
use Money\Currency;

class IndexController extends Controller
{
    public function myAction()
    {
        $moneyFormatter = $this->get('tbbc_money.formatter.money_formatter');
        $price = new Money(123456789, new Currency('EUR'));

        // best method (added in 2.2+ version)
        \Locale::setDefault('fr_FR');
        $formatedPrice = $moneyFormatter->localizedFormatMoney($price);
        // 1 234 567,89 €
        $formatedPrice = $moneyFormatter->localizedFormatMoney($price, 'en');
        // €1,234,567.89

        // old method (before v2.2)
        $formattedPrice = $moneyFormatter->formatMoney($price);
        // 1 234 567,89

        $formattedCurrency = $moneyFormatter->formatCurrency($price);
        // €
    }
}

Twig integration

{{ $amount | money_localized_format('fr') }} => 1 234 567,89 €
{{ $amount | money_localized_format('en_US') }} => €1,234,567.89
{{ $amount | money_localized_format }} => depends on your default locale
{{ $amount | money_format }}
{{ $amount | money_as_float }}
{{ $amount | money_get_currency | currency_symbol }}
{{ $amount | money_get_currency | currency_name }}
{{ $amount | money_convert("USD") | money_format }}
{{ $amount | money_format_currency }}

Fetching ratio values from remote provider

# save a ratio in the storage
./bin/console tbbc:money:ratio-save USD 1.25

# display ratio list
./bin/console tbbc:money:ratio-list
./bin/console tbbc:money:ratio-list --format=table
./bin/console tbbc:money:ratio-list --format=json

# fetch all the ratio for all defined currencies from an external API
./bin/console tbbc:money:ratio-fetch

Change the ratio provider

The ratio provider by default is base on the service tbbc_money.ratio_provider.ecb.

• tbbc_money.ratio_provider.ecb ratio provider is based on the data provided here https://www.ecb.europa.eu/stats/eurofxref/eurofxref-daily.xml

You can write your own ratio provider by creating and custom class that implements the RatioProviderInterface interface.

namespace App\Money;

use Tbbc\MoneyBundle\Pair\RatioProviderInterface;

final class YourRatioProviderService implements RatioProviderInterface
{
    public function fetchRatio(string $referenceCurrencyCode, string $currencyCode): float
    {
        // implement your custom logic here
    }
}

You can change the service to use in the config/packages/tbbc_money.yaml file :

tbbc_money:
    ratio_provider: App\Money\YourRatioProviderService

Additional rate providers from Exchanger

This project integrates https://github.com/florianv/exchanger library to work with currency exchange rates from various services.

Installation:

composer require "florianv/exchanger" "php-http/message" "php-http/guzzle7-adapter"`

Configuration:

First, you need to add services you would like to use into your services.yml file, e.g:

ratio_provider.service.ecb:
  class: Exchanger\Service\EuropeanCentralBank

Second, you need to update ratio provider used by MoneyBundle on your config.yml file:

tbbc_money:
    ratio_provider: ratio_provider.service.ecb

Recommended:

Some providers focus on a limited set of currencies, but give better data. You can use several rate providers seamlessly on your project by bundling them into the chain. If some provider does not support certain currency, next provider in the chain would be attempted.

Example of chained providers:

ratio_provider.service.ecb:
  class: Exchanger\Service\EuropeanCentralBank

ratio_provider.service.rcb:
  class: Exchanger\Service\RussianCentralBank

ratio_provider.service.cryptonator:
  class: Exchanger\Service\Cryptonator

ratio_provider.service.array:
  class: Exchanger\Service\PhpArray
  arguments:
    -
      'EUR/USD': 1.157
      'EUR/AUD': 1.628

ratio_provider.service.default:
  class: Exchanger\Service\Chain
  arguments:
    -
      - "@ratio_provider.service.ecb"
      - "@ratio_provider.service.rcb"
      - "@ratio_provider.service.cryptonator"
      - "@ratio_provider.service.array"

As you can see here 4 providers would be attempted one after another until conversion rate is found. Check this page for a fill list of supported services and their configurations: https://github.com/florianv/exchanger/blob/master/doc/readme.md#supported-services

And then you need to assign rate provider on your config.yml file:

tbbc_money:
    [...]
    ratio_provider: ratio_provider.service.default

Create your own ratio provider

A ratio provider is a service that implements the Tbbc\MoneyBundle\Pair\RatioProviderInterface. I recommend that you read the PHP doc of the interface to understand how to implement a new ratio provider.

The new ratio provider has to be registered as a service.

To use the new ratio provider, you should set the service to use in the config.yml by giving the service name.

tbbc_money:
    [...]
    ratio_provider: tbbc_money.ratio_provider.google

automatic currency ratio fetch

Add to your crontab :

1 0 * * * /my_app_dir/bin/console tbbc:money:ratio-fetch > /dev/null

MoneyManager : create a money object from a float

Create a money object from a float can be a bit tricky because of rounding issues.

<?php
$moneyManager = $this->get("tbbc_money.money_manager");
$money = $moneyManager->createMoneyFromFloat('2.5', 'USD');
$this->assertEquals("USD", $money->getCurrency()->getCode());
$this->assertEquals(250, $money->getAmount());

history of currency ratio with the pairHistoryManager

Doctrine is required to use this feature.

In order to get the ratio history, you have to enable it in the configuration and to use Doctrine.

tbbc_money:
    currencies: ["USD", "EUR"]
    reference_currency: "EUR"
    enable_pair_history: true

Then you can use the service :

$pairHistoryManager = $this->get("tbbc_money.pair_history_manager");
$dt = new \DateTime("2023-07-08 11:14:15.638276");

// returns ratio for at a given date
$ratio = $pairHistoryManager->getRatioAtDate('USD', $dt);

// returns the list of USD ratio (relative to the reference value)
$ratioList = $pairHistoryManager->getRatioHistory('USD', $startDate, $endDate);

RatioStorage

Three storages for storing ratios are available : CSV File (csv), Doctrine ORM (doctrine), or MongoDB (document)

By default, TbbcMoneyBundle is configured with CSV File.

If you want to switch to a Doctrine storage, edit your config.yml

tbbc_money:
    storage: doctrine

Update your database schema:

If you're using DoctrineMigrationsBundle (recommended way):

./bin/console bin/console make:migration
./bin/console bin/console doctrine:migrations:migrate

Without DoctrineMigrationsBundle:

./bin/console doctrine:schema:update --force

With the Doctrine storage, currency ratio will use the default entity manager and will store data inside the tbbc_money_doctrine_storage_ratios

Custom NumberFormatter in MoneyFormatter

The MoneyFormatter::localizedFormatMoney ( service 'tbbc_money.formatter.money_formatter' ) use the php NumberFormatter class ( http://www.php.net/manual/en/numberformatter.formatcurrency.php ) to format money.

You can :

• give your own \NumberFormatter instance as a parameter of MoneyFormatter::localizedFormatMoney
• subclass the MoneyFormatter and rewrite the getDefaultNumberFormatter method to set a application wide NumberFormatter

Using the TbbcMoneyBundle without Doctrine ORM or MongoDB

You have to disable the pair history service in order to use the TbbcMoneyBundle without Doctrine ORM or MongoDB.

tbbc_money:
    enable_pair_history: true

Note : you can imagine to code your own PairHistoryManager for Propel, it is very easy to do. Don't hesitate to submit a PR with your code and your tests.

Optimizations

In your config.yml, you can :

• define the decimals count after a unit (ex : 12.25€ : 2 decimals ; 11.5678€ : 4 decimals)

tbbc_money:
    currencies: ["USD", "EUR"]
    reference_currency: "EUR"
    decimals: 2
    enable_pair_history: true
    ratio_provider: tbbc_money.ratio_provider.yahoo_finance

Contributing

1. Take a look at the list of issues.
2. Fork
3. Write a test (for either new feature or bug)
4. Optional: Start MongoDB in Docker for local testing

docker run --name "money-bundle-mongo-db-test" -p 27017:27017 -d mongo:latest

1. Make a PR

Authors

Philippe Le Van - kitpages.fr - twitter : @plv
Thomas Tourlourat - Wozbe - twitter: @armetiz

Status

Stable

what is functional:

• integration of the money library
• configuration parser
• pairManager
• Travis CI integration
• form integration
• Twig presentation for forms
• Twig filters
• commands for ratio creation and ratio display
• automatic ratio fetch (with 2 ratio providers)
• history of currency ratio