whitecube/php-prices

A simple PHP library for complex monetary prices management

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whitecube

v2.2.0 2022-01-17 10:12 UTC

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Last update: 2022-06-17 11:49:40 UTC


README

run-tests

💸 Version 2.x

This new major version is shifting the package towards more flexibility and configuration possibilities in general.

One of the main differences is that we replaced moneyphp/money with brick/money under the hood. This introduces a ton of breaking changes, mainly on the instantiation methods that now reflect brick/money's API in order to keep things developer friendly. The 1.x branch will still be available and maintained for a while, but we strongly recommend updating to 2.x.

Using the underlying brick/money library, this simple Price object allows to work with complex composite monetary values which include exclusive, inclusive, VAT (and other potential taxes) and discount amounts. It makes it safer and easier to compute final displayable prices without having to worry about their construction.

Install

composer require whitecube/php-prices

Getting started

Each Price object has a Brick\Money\Money instance which is considered to be the item's unchanged, per-unit & exclusive amount. All the composition operations, such as adding VAT or applying discounts, are added on top of this base value.

use Whitecube\Price\Price;

$steak = Price::EUR(1850)   // Steak costs €18.50/kg
    ->setUnits(1.476)       // Customer had 1.476kg, excl. total is €27.31
    ->setVat(6)             // There is 6% VAT, incl. total is €28.95
    ->addTax(50)            // There also is a €0.50/kg tax (before VAT), incl. total is €29.73
    ->addDiscount(-100);    // We granted a €1.00/kg discount (before VAT), incl. total is €28.16

It is common practice and always best to work with amounts represented in the smallest currency unit (minor values) such as "cents".

There are several convenient ways to obtain a Price instance:

Method Using major values Using minor values Defining units
Constructor new Price(Money $base) new Price(Money $base) new Price(Money $base, $units)
Brick/Money API Price::of($major, $currency) Price::ofMinor($minor, $currency) -
Currency API - Price::EUR($minor) Price::USD($minor, $units)
Parsed strings Price::parse($value, $currency) - Price::parse($value, $currency, $units)

From Constructor

You can set this basic value by instantiating the Price directly with the desired Brick\Money\Money instance:

use Brick\Money\Money;
use Whitecube\Price\Price;

$base = new Money::ofMinor(500, 'USD');         // $5.00

$single = new Price($base);                     // 1 x $5.00
$multiple = new Price($base, 4);                // 4 x $5.00

From Brick/Money-like methods

For convenience, it is also possible to use the shorthand Money factory methods:

use Whitecube\Price\Price;

$major = Price::of(5, 'EUR');                   // 1 x €5.00
$minor = Price::ofMinor(500, 'USD');            // 1 x $5.00

Using these static calls, you cannot define quantities or units directly with the constructor methods.

For more information on all the available Brick/Money constructors, please take a look at their documentation.

From currency-code methods

You can also create an instance directly with the intended currency and quantities using the 3-letter currency ISO codes:

use Whitecube\Price\Price;

$single = Price::EUR(500);                      // 1 x €5.00
$multiple = Price::USD(500, 4);                 // 4 x $5.00

Using these static calls, all monetary values are considered minor values (e.g. cents).

For a list of all available ISO 4217 currencies, take a look at Brick/Money's iso-currencies definition.

From parsed string values

Additionnaly, prices can also be parsed from "raw currency value" strings. This method can be useful but should always be used carefully since it may produce unexpected results in some edge-case situations, especially when "guessing" the currency :

use Whitecube\Price\Price;

$guessCurrency = Price::parse('5,5$');          // 1 x $5.50
$betterGuess = Price::parse('JMD 5.50');        // 1 x $5.50
$forceCurrency = Price::parse('10', 'EUR');     // 1 x €10.00

$multiple = Price::parse('6.008 EUR', null, 4); // 4 x €6.01
$force = Price::parse('-5 EUR', 'USD', 4);      // 4 x $-5.00

Parsing formatted strings is a tricky subject. More information on parsing string values below.

Accessing the Money objects (getters)

Once set, the base amount can be accessed using the base() method.

$perUnit = $price->base();                      // Brick\Money\Money
$allUnits = $price->base(false);                // Brick\Money\Money

Getting the currency instance is just as easy:

$currency = $price->currency();                 // Brick\Money\Currency

The total exclusive amount (with all modifiers except VAT):

$perUnit = $price->exclusive(true);             // Brick\Money\Money
$allUnits = $price->exclusive();                // Brick\Money\Money

The total inclusive amount (with all modifiers and VAT applied):

$perUnit = $price->inclusive(true);             // Brick\Money\Money
$allUnits = $price->inclusive();                // Brick\Money\Money

The VAT variables:

$vat = $price->vat();                           // Whitecube\Price\Vat
$percentage = $price->vat()->percentage();      // float
$perUnit = $price->vat()->money(true);          // Brick\Money\Money
$allUnits = $price->vat()->money();             // Brick\Money\Money

Comparing amounts

It is possible to check whether a price object's total inclusive amount is greater, lesser or equal to another value using the compareTo method:

$price = Price::USD(500, 2);                    // 2 x $5.00

$price->compareTo(999);                         // 1
$price->compareTo(1000);                        // 0
$price->compareTo(1001);                        // -1

$price->compareTo(Money::of(10, 'USD'));        // 0
$price->compareTo(Price::USD(250, 4));          // 0

For convenience there also is an equals() method:

$price->equals(999);                            // false
$price->equals(1000);                           // true
$price->equals(Money::of(10, 'USD'));           // true
$price->equals(Price::USD(250, 4));             // true

If you don't want to compare final modified values, there is a compareBaseTo method:

$price = Price::USD(500, 2);                    // 2 x $5.00

$price->compareBaseTo(499);                     // 1
$price->compareBaseTo(500);                     // 0
$price->compareBaseTo(501);                     // -1

$price->compareBaseTo(Money::of(5, 'USD'));     // 0
$price->compareBaseTo(Price::USD(500, 4));      // 0

Modifying the base price

The price object will forward all the Brick\Money\Money API method calls to its base value.

⚠️ Warning: In opposition to Money objects, Price objects are not immutable. Therefore, operations like plus, minus, etc. will directly modify the price's base value instead of returning a new instance.

use Whitecube\Price\Price;
use Brick\Money\Money;

$price = Price::ofMinor(500, 'USD')->setUnits(2);   // 2 x $5.00

$price->minus('2.00')                               // 2 x $3.00
    ->plus('1.50')                                  // 2 x $4.50
    ->dividedBy(2)                                  // 2 x $2.25
    ->multipliedBy(-3)                              // 2 x $-6.75
    ->abs();                                        // 2 x $6.75

Please refer to brick/money's documentation for the full list of available features.

💡 Nice to know: Whenever possible, you should prefer using modifiers to alter a price since its base value is meant to be constant. For more information on modifiers, please take at the "Adding modifiers" section below.

Setting units (quantities)

This package's default behavior is to consider its base price as the "per unit" price. When no units have been specified, it defaults to 1. Since "units" can be anything from a number of undividable products to a measurement, they are always converted to floats.

You can set the units amount (or "quantity" if you prefer) during instantiation:

use Whitecube\Price\Price;
use Brick\Money\Money;

$price = new Price(Money::ofMinor(500, 'EUR'), 2);      // 2 units of €5.00 each
$same = Price::EUR(500, 2);                             // same result
$again = Price::parse('5.00', 'EUR', 2);                // same result

...or modify it later using the setUnits() method:

$price->setUnits(1.75);                                 // 1.75 x €5.00

You can return the units count using the units() method (always float):

$quantity = $price->units();                            // 1.75

Setting VAT

VAT can be added by providing its relative value (eg. 21%):

use Whitecube\Price\Price;

$price = Price::USD(200);                   // 1 x $2.00

$price->setVat(21);                         // VAT is now 21.0%, or $0.42 per unit

$price->setVat(null);                       // VAT is unset

Once set, the price object will be able to provide various VAT-related information:

use Whitecube\Price\Price;

$price = Price::EUR(500, 3)->setVat(10);    // 3 x €5.00

$percentage = $price->vat()->percentage();  // 10.0

$perUnit = $price->vat()->money(true);      // €0.50
$allUnits = $price->vat()->money();         // €1.50

Setting modifiers

Modifiers are all the custom operations a business needs to apply on a price before displaying it on a bill. They range from discounts to taxes, including custom rules and coupons. These are the main reason this package exists.

Discounts

use Whitecube\Price\Price;
use Brick\Money\Money;

$price = Price::USD(800, 5)                         // 5 x $8.00
    ->addDiscount(-100)                             // 5 x $7.00
    ->addDiscount(Money::of(-5, 'USD'));            // 5 x $6.50

Taxes (other than VAT)

use Whitecube\Price\Price;
use Brick\Money\Money;

$price = Price::EUR(125, 10)                        // 10 x €1.25
    ->addTax(100)                                   // 10 x €2.25                     
    ->addTax(Money::of(0.5, 'EUR'));                // 10 x €2.75

Custom modifier types

Sometimes modifiers cannot be categorized into "discounts" or "taxes", in which case you can add your own modifier type:

use Whitecube\Price\Price;
use Brick\Money\Money;

$price = Price::USD(2000)                           // 1 x $20.00
    ->addModifier('coupon', -500)                   // 1 x $15.00                
    ->addModifier('extra', Money::of(2, 'USD'));    // 1 x $17.00

💡 Nice to know: Modifier types (tax, discount or your own) are useful for filtering, grouping and displaying sub-totals or price construction details. More information in the "Displaying modification details" section below.

Complex modifiers

Most of the time, modifiers are more complex to define than simple "+" or "-" operations. Depending on the level of complexity, there are a few options that will let you configure your modifiers just as you wish.

Closure modifiers

Instead of providing a monetary value to the modifiers, you can use a closure which will get a Whitecube\Price\Modifier instance. This object can then be used to perform some operations on the price value. Available operations are:

Method Description
add() Registers a plus() method call on the Money object.
subtract() Registers a minus() method call on the Money object.
multiply() Registers a multipliedBy() method call on the Money object.
divide() Registers a dividedBy() method call on the Money object.
abs() Registers a abs() method call on the Money object.

All these methods have the same signatures as their Brick\Money\Money equivalent. The reason we're not using the same method names is to imply object mutability.

use Whitecube\Price\Price;
use Whitecube\Price\Modifier;

$price = Price::USD(1250)
    ->addDiscount(function(Modifier $discount) {
        $discount->subtract(100)->multiply(0.95);
    })
    ->addTax(function(Modifier $tax) {
        $tax->add(250);
    })
    ->addModifier('lucky', function(Money $modifier) {
        $modifier->divide(2);
    });

Furthermore, using closure modifiers you can also add other useful configurations, such as:

Method Default Description
setKey(string) null Define an identifier on the modifier. This can be anything and its main purpose is to make a modifier recognizable on display, for instance a translation key or a CSS class name.
setPostVat(bool) false Indicate whether the modifier should be applied before (false) or after (true) the VAT has been calculated. More information on this feature below.
setPerUnit(bool) true Indicate whether the add() and subtract() operations define "per-unit" amounts instead of providing a fixed amount that would be applied no matter the quantity.
setAttributes(array) [] Define as many extra modifier attributes as needed. This can be very useful in order to display the applied modifiers in complex user interfaces.

Modifier classes

For even more flexibility and readability, it is also possible to extract all these features into their own class:

use Whitecube\Price\Price;

$price = Price::EUR(600, 5)
    ->addDiscount(Discounts\FirstOrder::class)
    ->addTax(Taxes\Gambling::class)
    ->addModifier('custom', SomeCustomModifier::class);

These classes have to implement the Whitecube\Price\PriceAmendable interface, which then looks more or less like this:

use Brick\Money\Money;
use Brick\Math\RoundingMode;
use Whitecube\Price\Modifier;
use Whitecube\Price\PriceAmendable;

class SomeRandomModifier implements PriceAmendable
{
    /**
     * The current modifier "type"
     *
     * @return string
     */
    protected $type;

    /**
     * Return the modifier type (tax, discount, other, ...)
     *
     * @return string
     */
    public function type() : string
    {
        return $this->type;
    }

    /**
     * Define the modifier type (tax, discount, other, ...)
     *
     * @param null|string $type
     * @return $this
     */
    public function setType($type = null)
    {
        $this->type = $type;

        return $this;
    }

    /**
     * Return the modifier's identification key
     *
     * @return null|string
     */
    public function key() : ?string
    {
        return 'very-random-tax';
    }

    /**
     * Get the modifier attributes that should be saved in the
     * price modification history.
     *
     * @return null|array
     */
    public function attributes() : ?array
    {
        return [
            'subtitle' => 'Just because we don\'t like you today',
            'color' => 'red',
        ];
    }

    /**
     * Whether the modifier should be applied before the
     * VAT value has been computed.
     *
     * @return bool
     */
    public function appliesAfterVat() : bool
    {
        return false;
    }

    /**
     * Apply the modifier on the given Money instance
     *
     * @param \Brick\Money\Money $build
     * @param float $units
     * @param bool $perUnit
     * @param null|\Brick\Money\Money $exclusive
     * @param null|\Whitecube\Price\Vat $vat
     * @return null|\Brick\Money\Money
     */
    public function apply(Money $build, $units, $perUnit, Money $exclusive = null, Vat $vat = null) : ?Money
    {
        if(date('j') > 1) {
            // Do not apply if it's not the first day of the month
            return null;
        }

        // Otherwise add $2.00 per unit
        $supplement = Money::of(2, 'EUR');
        return $build->plus($perUnit ? $supplement : $supplement->multipliedBy($units, RoundingMode::HALF_UP));
    }
}

If needed, it is also possible to pass arguments to these custom classes from the Price configuration:

use Brick\Money\Money;
use Whitecube\Price\Price;

$price = Price::EUR(600, 5)
    ->addModifier('lucky-or-not', BetweenModifier::class, Money::ofMinor(-100, 'EUR'), Money::ofMinor(100, 'EUR'));
use Brick\Money\Money;
use Whitecube\Price\PriceAmendable;

class BetweenModifier implements PriceAmendable
{
    protected $minimum;
    protected $maximum;

    public function __construct(Money $minimum, Money $maximum)
    {
        $this->minimum = $minimum;
        $this->maximum = $maximum;
    }

    // ...
}

Before or after VAT?

Depending on the modifier's nature, VAT could be applied before or after its intervention on the final price. All modifiers can be configured to be executed during one of these phases.

By default modifiers are added before VAT is applied, meaning they will most probably also modify the VAT value. In order to prevent that, it is possible to add a modifier on top of the calculated VAT. Legally speaking this is honestly quite rare but why not:

use Whitecube\Price\Price;

$price = Price::USD(800, 5)->addTax(function($tax) {
    $tax->add(200)->setPostVat();
});

In custom classes, this is handled by the appliesAfterVat method.

⚠️ Warning: Applying modifiers after VAT will alter the modifiers execution order. Prices will first apply all the modifiers that should be executed before VAT (in order of appearance), then the VAT itself, followed by the remaining modifiers (also in order of appearance).

Inclusive prices will contain all the modifiers (before and after VAT), but exclusive prices only contain the "before VAT" modifiers by default. If you consider the "after VAT" modifiers to be part of the exclusive price, you can always count them in by providing $includeAfterVat = true as second argument of the exclusive() method:

use Whitecube\Price\Price;

$price = Price::USD(800, 5)->setVat(10)->addTax(function($tax) {
    $tax->add(200)->setPostVat();
});

$price->exclusive();                // $40.00
$price->exclusive(false, true);     // $50.00
$price->inclusive();                // $54.00

Displaying modification details

When debugging or building complex user interfaces, it is often necessary to retrieve the complete Price modification history. This can be done using the modifications() method after all the modifiers have been added on the Price instance:

$history = $price->modifications(); // Array containing chronological modifier results

Each history item contains the amount it applied to the total price. If you want to query these modifications with their "per-unit" value:

$perUnitHistory = $price->modifications(true);

Filter this history based on the modifier types:

use Whitecube\Price\Modifier;

$history = $price->modifications(false, Modifier::TYPE_DISCOUNT);  // Only returning discount results

Most of the time you won't need all the data from the modifications() method, only the modification totals. These can be returned using the discounts(), taxes() and the generic modifiers() methods:

$totalDiscounts = $price->discounts();
$totalDiscountsPerUnit = $price->discounts(true);

$totalTaxes = $price->taxes();
$totalTaxesPerUnit = $price->taxes(true);

$totalAllModifiers = $price->modifiers();
$totalAllModifiersPerUnit = $price->modifiers(true);

$totalCustomTypeModifiers = $price->modifiers(false, 'custom');
$totalCustomTypeModifiersPerUnit = $price->modifiers(true, 'custom');

Output

By default, all handled monetary values are wrapped into a Brick\Money\Money object. This should be the only way to manipulate these values in order to avoid decimal approximation errors.

Displaying prices as strings

There are a lot of different ways to format a price for display and your application most certainly has its own needs that have to be respected. While it is of course possible to handle price formatting directly from the returned Brick\Money\Money objects, we also included a convenient Price formatter. Please note that its default behavior is based on PHP's NumberFormatter (by default it uses the current locale, see setlocale for more information).

use Whitecube\Price\Price;

setlocale(LC_ALL, 'en_US');

$price = Price::USD(65550, 8)->setVat(21);

echo Price::format($price);                         // $6,345.24
echo Price::format($price->exclusive());            // $5,244.00
echo Price::format($price->vat());                  // $1,101.24

For formatting in another language, provide the desired locale name as second parameter:

use Whitecube\Price\Price;

setlocale(LC_ALL, 'en_US');

$price = Price::USD(65550, 8)->setVat(21);

echo Price::format($price, 'de_DE');                // 6.345,24 €
echo Price::format($price->exclusive(), 'fr_BE');   // 5 244,00 €
echo Price::format($price->vat(), 'en_GB');         // €1,101.24

For advanced custom use cases, use the Price::formatUsing() method to provide a custom formatter function:

use Whitecube\Price\Price;

Price::formatUsing(fn($price, $locale = null) => $price->exclusive()->getMinorAmount()->toInt());

$price = Price::EUR(600, 8)->setVat(21);

echo Price::format($price);      // 4800

The Price::formatUsing() method accepts a closure function, a Formatter class name or a Formatter instance. The two last options should both extend \Whitecube\Price\Formatting\CustomFormatter:

use Whitecube\Price\Price;

Price::formatUsing(fn($price, $locale = null) => /* Convert $price to a string for $locale */);
// or
Price::formatUsing(\App\Formatters\MyPriceFormatter::class);
// or
Price::formatUsing(new \App\Formatters\MyPriceFormatter($some, $dependencies));

For even more flexibility, it is possible to define multiple named formatters and call them using their own dynamic static method:

use Whitecube\Price\Price;

setlocale(LC_ALL, 'en_US');

Price::formatUsing(fn($price, $locale = null) => $price->exclusive()->getMinorAmount()->toInt())
    ->name('rawExclusiveCents');

Price::formatUsing(\App\Formatters\MyInvertedPriceFormatter::class)
    ->name('inverted');

$price = Price::EUR(600, 8)->setVat(21);

echo Price::formatRawExclusiveCents($price);        // 4800
echo Price::formatInverted($price);                 // -€58.08

// When using named formatters the default formatter stays untouched
echo Price::format($price);                         // €58.08

Please note that extra parameters can be forwarded to your custom formatters:

use Whitecube\Price\Price;

setlocale(LC_ALL, 'en_US');

Price::formatUsing(function($price, $max, $locale = null) {
    return ($price->compareTo($max) > 0)
        ? Price::format($max, $locale)
        : Price::format($price, $locale);
})->name('max');

$price = Price::EUR(100000, 2)->setVat(21);

echo Price::formatMax($price, Money::ofMinor(180000, 'EUR'), 'fr_BE');    // 1 800,00 €

JSON

Prices can be serialized to JSON and rehydrated using the Price::json($value) method, which can be useful when storing/retrieving prices from a database or an external API for example:

use Whitecube\Price\Price;

$json = json_encode(Price::USD(999, 4)->setVat(6));

$price = Price::json($json);    // 4 x $9.99 with 6% VAT each

💡 Nice to know: you can also use Price::json() in order to create a Price object from an associative array, as long as it contains the base, currency, units and vat keys.

Parsing values

There are a few available methods that will allow to transform a monetary string value into a Price object. The generic parseCurrency method will try to guess the currency type from the given string:

use Whitecube\Price\Price;

$fromIsoCode = Price::parse('USD 5.50');        // 1 x $5.50
$fromSymbol = Price::parse('10€');              // 1 x €10.00

For this to work, the string should always contain an indication on the currency being used (either a valid ISO code or symbol). When using symbols, be aware that some of them ($ for instance) are used in multiple currencies, resulting in ambiguous results.

When you're sure which ISO Currency is concerned, you should directly pass it as the second parameter of the parse() method:

use Whitecube\Price\Price;

$priceEUR = Price::parse('5,5 $', 'EUR');       // 1 x €5.50
$priceUSD = Price::parse('0.103', 'USD');       // 1 x $0.10

When using dedicated currency parsers, all units/symbols and non-numerical characters are ignored.

🔥 Sponsorships

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Contributing

Feel free to suggest changes, ask for new features or fix bugs yourself. We're sure there are still a lot of improvements that could be made, and we would be very happy to merge useful pull requests.

Thanks!

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