django-money travis-ci python

Money fields for django forms and models.

Django-money

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A little Django app that uses py-moneyed to add support for Money fields in your models and forms.

Fork of the Django support that was in http://code.google.com/p/python-money/

This version adds tests, and comes with several critical bugfixes.

Django versions supported: 1.4, 1.5, 1.6, 1.7, 1.8, 1.9, 1.10

Python versions supported: 2.6, 2.7, 3.2, 3.3, 3.4, 3.5

PyPy versions supported: PyPy 2.6, PyPy3 2.4

Via py-moneyed, django-money gets:

  • Support for proper Money value handling (using the standard Money design pattern)
  • A currency class and definitions for all currencies in circulation
  • Formatting of most currencies with correct currency sign

Installation

Django-money currently needs py-moneyed v0.4 (or later) to work.

You can obtain the source code for django-money from here:

::

https://github.com/django-money/django-money
And the source for py-moneyed from here:

::

https://github.com/limist/py-moneyed

Using pip:

pip install py-moneyed django-money

Model usage

Use as normal model fields

.. code:: python

    import moneyed
    from djmoney.models.fields import MoneyField
    from django.db import models


    class BankAccount(models.Model):
        balance = MoneyField(max_digits=10, decimal_places=2, default_currency='USD')

Searching for models with money fields:

.. code:: python

    from moneyed import Money, USD, CHF


    account = BankAccount.objects.create(balance=Money(10, USD))
    swissAccount = BankAccount.objects.create(balance=Money(10, CHF))

    BankAccount.objects.filter(balance__gt=Money(1, USD))
    # Returns the "account" object

Special note on serialized arguments: if your model definition requires serializing an instance of Money, you can use MoneyPatched instead.

.. code:: python

    from django.core.validators import MinValueValidator
    from django.db import models
    from djmoney.models.fields import MoneyField, MoneyPatched


    class BankAccount(models.Model):
        balance = MoneyField(max_digits=10, decimal_places=2, validators=[MinValueValidator(MoneyPatched(100, 'GBP'))])

If you use South to handle model migration, things will “Just Work” out of the box. South is an optional dependency and things will work fine without it.

Adding a new Currency

Currencies are listed on moneyed, and this modules use this to provide a choice list on the admin, also for validation.

To add a new currency available on all the project, you can simple add this two lines on your settings.py file

.. code:: python

    import moneyed
    from moneyed.localization import _FORMATTER
    from decimal import ROUND_HALF_EVEN


    BOB = moneyed.add_currency(
        code='BOB',
        numeric='068',
        name='Peso boliviano',
        countries=('BOLIVIA', )
    )

    # Currency Formatter will output 2.000,00 Bs.
    _FORMATTER.add_sign_definition(
        'default',
        BOB,
        prefix=u'Bs. '
    )

    _FORMATTER.add_formatting_definition(
        'es_BO',
        group_size=3, group_separator=".", decimal_point=",",
        positive_sign="",  trailing_positive_sign="",
        negative_sign="-", trailing_negative_sign="",
        rounding_method=ROUND_HALF_EVEN
    )

To restrict the currencies listed on the project set a CURRENCIES variable with a list of Currency codes on settings.py

.. code:: python

    CURRENCIES = ('USD', 'BOB')

The list has to contain valid Currency codes

Important note on model managers

Django-money leaves you to use any custom model managers you like for your models, but it needs to wrap some of the methods to allow searching for models with money values.

This is done automatically for the “objects” attribute in any model that uses MoneyField. However, if you assign managers to some other attribute, you have to wrap your manager manually, like so:

.. code:: python

    from djmoney.models.managers import money_manager


    class BankAccount(models.Model):
        balance = MoneyField(max_digits=10, decimal_places=2, default_currency='USD')
        accounts = money_manager(MyCustomManager())

Also, the money_manager wrapper only wraps the standard QuerySet methods. If you define custom QuerySet methods, that do not end up using any of the standard ones (like “get”, “filter” and so on), then you also need to manually decorate those custom methods, like so:

.. code:: python

    from djmoney.models.managers import understands_money


    class MyCustomQuerySet(QuerySet):

       @understands_money
       def my_custom_method(*args, **kwargs):
           # Awesome stuff

Format localization

The formatting is turned on if you have set USE_L10N = True in the your settings file.

If formatting is disabled in the configuration, then in the templates will be used default formatting.

In the templates you can use a special tag to format the money.

In the file settings.py add to INSTALLED_APPS entry from the library djmoney:

.. code:: python

    INSTALLED_APPS += ('djmoney', )
In the template, add:

::

    {% load djmoney %}
    ...
    {% money_localize money %}

and that is all.

Instructions to the tag money_localize:

::

        {% money_localize <money_object> [ on(default) | off ] [as var_name] %}
        {% money_localize <amount> <currency> [ on(default) | off ] [as var_name] %}

Examples:

The same effect:

::

        {% money_localize money_object %}
        {% money_localize money_object on %}
Assignment to a variable:

::

        {% money_localize money_object on as NEW_MONEY_OBJECT %}
Formatting the number with currency:

::

        {% money_localize '4.5' 'USD' %}

::

Return::

    MoneyPatched object

Testing

Install the required packages:

::

git clone https://github.com/django-money/django-money

cd ./django-money/

pip install -e .[tests] # installation with required packages for testing

Recommended way to run the tests:

.. code:: bash

tox

Testing the application in the current environment python:

.. code:: bash

make test

Working with Exchange Rates

To work with exchange rates, check out this repo that builds off of django-money: https://github.com/evonove/django-money-rates

django-money can be configured to automatically use this app for currency conversions by settings AUTO_CONVERT_MONEY = True in your Django settings. Note that currency conversion is a lossy process, so automatic conversion is usually a good strategy only for very simple use cases. For most use cases you will need to be clear about exactly when currency conversion occurs, and automatic conversion can hide bugs. Also, with automatic conversion you lose some properties like commutativity (A + B == B + A) due to conversions happening in different directions.

Known Issues

Updates to a model form will not save in Django 1.10.1. They will save in 1.10.0 and is expected to be fixed in Django 1.10.2. ::

 https://github.com/django/django/pull/7217

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