jsr 354 hackday - what you can do

Go for the Money

JSR 354 Hackday

2015

February 2015

Go for the money –JSR 354 Hackday

http://java.net/projects/javamoney

Go for the money - JSR 354 - http://java.net/projects/javamoney March 2014

Bio

Anatole Tresch

Consultant, Coach

Credit Suisse

Technical Coordinator & Architect

Specification Lead JSR 354

Regular Conference Speaker

Driving Java EE Config

Twitter/Google+: @atsticks

[email protected]

[email protected]

Java Config Discussion https://groups.google.com/forum/#!forum/java-config

Java Config Blog: http://javaeeconfig.blogspot.ch

Zurich Java Community (Google Community)

Zurich Hackergarten

2

mailto:[email protected]




https://groups.google.com/forum/#!forum/java-config





http://javaeeconfig.blogspot.ch/


Agenda

3

Introduction

Possible Topics

Easy:

API Challenge: Moneymachine

Medium:

Adding functonalities to the RI, e.g. Special Roundings

BitCoin and other currencies

Test Financial Formulas in JavaMoney

Hard Improve FastMoney

Measure CPU and Memory Consumption

Write a Complex Integration Sample

Setup


Introduction

javax.money

4


Currencies

API

5

Allow currencies with arbitrary other currency codes

Register additional Currency Units using an flexible SPI Fluent API using a Builder (RI only)

(Historic Validity of currencies related to regions/countries and

vice versa (not part of JSR, but javamoney OSS project))

public interface CurrencyUnit{

public String getCurrencyCode();

public int getNumericCode();

public int getDefaultFractionDigits();

}

public final class MonetaryCurrencies{

public CurrencyUnit getCurrency(String currencyCode);

public CurrencyUnit getCurrency(Locale locale);

public boolean isCurrencyAvailable(String currencyCode);

public boolean isCurrencyAvailable(String locale);

}


Currencies (continued)

API Samples

CurrencyUnit currency1 = MonetaryCurrencies.getCurrency("USD");

CurrencyUnit currency2 = MonetaryCurrencies.getCurrency(

Locale.GERMANY);

CurrencyUnit bitcoin = new BuildableCurrencyUnit.Builder("BTC")

.setNumericCode(123456)

.setDefaultFractionDigits(8)

.create();

6

Access a CurrencyUnit

Build a CurrencyUnit (RI only)

Register a CurrencyUnit

CurrencyUnit bitcoin = ….create(true);


Monetary Amounts

General Aspects

7

Amount = Currency + Numeric Value

+ Capabilities

Arithmetic Functions, Comparison

Fluent API

Functional design for extendible functionality

(MonetaryOperator, MonetaryQuery)


Monetary Amounts (continued)

Key Decisions

8

Support Several Numeric Representations (instead of one

single fixed value type)

Define Implementation Recommendations

• Rounding should to be modelled as separate concern (a MonetaryOperator)

• Ensure Interoperability by the MonetaryAmount

interface

• Precision/scale capabilities should be inherited to its

operational results.


Monetary Amounts (continued)

The API public interface MonetaryAmount{

public CurrencyUnit getCurrency();

public NumberValue getNumber();

public MonetaryContext getMonetaryContext();

public MonetaryAmount with(MonetaryOperator operator);

public <R> R query(MonetaryQuery<R> query);

public MonetaryAmountFactory<? extends MonetaryAmount> getFactory();

…

public boolean isLessThanOrEqualTo(MonetaryAmount amt);

public boolean isLessThan(MonetaryAmount amt);

public boolean isEqualTo(MonetaryAmount amt);

public int signum();

…

public MonetaryAmount add(MonetaryAmount amount);

public MonetaryAmount subtract(MonetaryAmount amount);

public MonetaryAmount divide(long number);

public MonetaryAmount multiply(Number number);

public MonetaryAmount remainder(double number);

…

public MonetaryAmount stripTrailingZeros();

}

9


Monetary Context

Modeling Amount Capabilities

10

Describes the capabilities of a MonetaryAmount.

Accessible from each MonetaryAmount instance.

Allows querying a feasible implementation type from

MonetaryAmounts.

Contains

common aspects

Max precision, max scale, implementation type

Arbitrary attributes

E.g. RoundingMode, MathContext, …


Monetary Context (continued)

The API

public final class MonetaryContext extends AbstractContext

implements Serializable {

public int getPrecision();

public int getMaxScale();

public Class<? extends MonetaryAmount> getAmountType();

}

public abstract class AbstractContext implements Serializable{

…

public <T> T get(Class<T> type, String key);

public <T> T get (Class<T> type);

public Class<?> getType(String key);

public Set<String> getKeys(Class<?> type);

}

11


Creating Monetary Amounts

Monetary Amount Factory

12

Creates new instances of MonetaryAmount.

Declares

The concrete MonetaryAmount implementation type

returned.

The min/max MonetaryContext supported.

Can be configured with a target

CurrencyUnit

A numeric value

MonetaryContext.


Creating Monetary Amounts (continued)

Monetary Amount Factory

public interface MonetaryAmountFactory<T extends MonetaryAmount> {

Class<? extends MonetaryAmount> getAmountType();

MonetaryAmountFactory<T> setCurrency(String currencyCode);

MonetaryAmountFactory<T> setCurrency(CurrencyUnit currency);

MonetaryAmountFactory<T> setNumber(double number);

MonetaryAmountFactory<T> setNumber(long number);

MonetaryAmountFactory<T> setNumber(Number number);

MonetaryAmountFactory<T> setContext(MonetaryContext monetaryContext);

MonetaryAmountFactory<T> setAmount(MonetaryAmount amount);

MonetaryContext getDefaultMonetaryContext();

MonetaryContext getMaximalMonetaryContext();

T create();

}

13


Creating Monetary Amounts

Usage Samples

// Using the default type

MonetaryAmount amount1 = MonetaryAmounts.getDefaultAmountFactory()

.setCurrency("USD“)

.setNumber(1234566.15)

.create();

// Using an explicit type

Money amount2 = MonetaryAmounts.getAmountFactory(Money.class)

.setCurrency("USD“)

.setNumber(1234566.15)

.create();

// Query a matching implementation type

MonetaryAmountFactoryQuery query =

MonetaryAmountFactoryQueryBuilder.of()

.setPrecision(200)

.setMaxScale(20)

.create();

MonetaryAmountFactory<?> fact = MonetaryAmounts.getAmountFactory(

query);

14


Extension Points

MonetaryOperator

Takes an amount and procudes some other amount.

• With different value

• With different currency

• Or both // @FunctionalInterface

public interface MonetaryOperator {

public MonetaryAmount apply(MonetaryAmount amount);

}

• Operators then can be applied on every MonetaryAmount:

public interface MonetaryAmount{

…

public MonetaryAmount with (MonetaryOperator operator);

…

}

15


Extension Points (continued)

MonetaryOperator: Use Cases

Extend the algorithmic capabilities

• Percentages

• Permil

• Different Minor Units

• Different Major Units

• Rounding

• Currency Conversion

• Financial Calculations

• …

16



MonetaryOperator Example: Rounding and Percentage

17

// round an amount

MonetaryRounding rounding =

MoneyRoundings.getRounding(

MonetaryCurrencies.getCurrency(“USD”));

Money amount = Money.of(“USD”, 12.345567);

Money rounded = amount.with(rounding); // USD 12.35

// MonetaryFunctions, e.g. calculate 3% of it

Money threePercent = rounded.with(

MonetaryFunctions.getPercent(3));

// USD 0.3705



MonetaryQuery

A MonetaryQuery takes an amount and procuces an arbitrary

result:

// @FunctionalInterface

public interface MonetaryQuery<T> {

public T queryFrom(MonetaryAmount amount);

}

Queries then can be applied on every MonetaryAmount:

public interface MonetaryAmount {

…

public <T> T query (MonetaryQuary<T> query);

…

}

18


Currency Conversion

javax.money.convert.*

19


Currency Conversion

ExchangeRate

A ExchangeRate models a conversion between two currencies:

• Base CurrencyUnit

• Terminating/target CurrencyUnit

• Provider

• Conversion Factor, where M(term) = M(base) * f

• Additional attributes (ConversionContext)

• Rate chain (composite rates)

Rates may be direct or derived (composite rates)

20


Currency Conversion

ExchangeRateProvider

// access default provider (chain)

ExchangeRateProvider prov =

MonetaryConversions.getExchangeRateProvider();

// access a provider explicitly

prov = MonetaryConversions.getExchangeRateProvider("IMF");

// access explicit provider chain

prov = MonetaryConversions.getExchangeRateProvider("ECB", "IMF");

// access Exchange rates

ExchangeRate rate = provider.getExchangeRate("EUR", "CHF");

// Passing additional parameters using ConversionQuery

ExchangeRate rate = provider.getExchangeRate( ConversionQueryBuilder.of()

.setBaseCurrency("EUR")

.setTermCurrency("CHF")

.setTimestampMillis( System.currentTimeMillis() - 2000L))

.set("providerContact", "1234-1«)

.build());

21 Go for the money - JSR 354 - http://java.net/projects/javamoney


Currency Conversion (continued)

Performing Conversion

Accessing a CurrencyConversion (always targeted to a terminating CurrencyUnit):

// access from a ExchangeRateProvider

ExchangeRateProvider prov = …;

CurrencyConversion conv = prov.getCurrencyConversion("INR");

// access it directly (using default rate chain)

conv = MonetaryConversions.getConversion("INR");

// access it, using explicit provider chain

conv = MonetaryConversions.getConversion("INR", "ECB", "IMF");

Performing conversion:

MonetaryAmount chfAmount = MonetaryAmounts.of("CHF",10.50);

MonetaryAmount inrAmount = chfAmount.with(conv); // around EUR 8.75

22


Formatting and Parsing

javax.money.format.*

23


Formatting and Parsing

MonetaryAmountFormat

Similar to java.text.DecimalFormat accessible by Locale

Configurable by passing an AmountFormatQuery

Supports also custom formats

Building AmountFormatQuery using a fluent API

(AmountFOrmatQueryBuilder)

Thread safe!



Formatting and Parsing (continued)

MonetaryAmountFormat: Usage Example

// Access a provided format

MonetaryAmountFormat format = MonetaryFormats.getAmountFormat(

new Locale(“”, “in”));

System.out.println(format.format(

Money.of("INR", 39101112.123456))));

-> INR 3,91,01,112.10

// Access a custom format

MonetaryAmountFormat format = MonetaryFormats.getAmountFormat(

AmountFormatQueryBuilder.of(

“myCustomFormat”)

.build());



JavaMoney OSS Project

org.javamoney.*

26


JavaMoney OSS Project

Financial Calculations & Formulas

Extended Currency Services

Currency namespaces (e.g. ISO, VIRTUAL, …)

Currency namespace mapping

Validity Services (Historization API)

• access of historic currency data related to regions

Region Services

Region Forest

• Unicode CLDR region tree

• ISO 2-, 3-letter countries

• Custom Trees

Extendible token-based Formatting API

27


Links

Current Spec (work in progress, comments allowed): https://docs.google.com/document/d/1FfihURoCYrbkDcSf1W

XM6fHoU3d3tKooMnZLCpmpyV8/edit GitHub Project (JSR and JavaMoney):

https://github.com/JavaMoney/javamoney Umbrella Page: http://javamoney.org JSR 354: http://jcp.org

Java.net Project: http://java.net/projects/javamoney JUG Chennai Adoption (TrakStok):

https://github.com/jugchennaiadoptjava/TrakStok

Twitter: @jsr354 Cash Rounding: http://en.wikipedia.org/wiki/Swedish_rounding

28

https://docs.google.com/document/d/1FfihURoCYrbkDcSf1WXM6fHoU3d3tKooMnZLCpmpyV8/edit



https://github.com/JavaMoney/javamoney

http://javamoney.org/

http://jcp.org/

http://java.net/projects/javamoney

https://github.com/jugchennaiadoptjava/TrakStok

http://en.wikipedia.org/wiki/Swedish_rounding

http://en.wikipedia.org/wiki/Swedish_rounding


HackDay - Possible Topics

29

Easy

- Money Machine

Medium

- JavaMoney Lib Hard

- L & P - Create Sample App - Implement a RI


Adoption Areas JSR 354 – The Easy Way

API Challenge: MoneyMachine

30

Objective: Test the API for usability, make proposals to

improve

How:

Checkout/update the MoneyMachine project from https://github.com/atsticks/moneymachine.git

Implement the classes in the src/main/java to

make the tests green (skeletons are already there) The challenge will guide you throughout the whole JSR

Overall 40+ test cases of different complexity (easy to medium), you may also select only a subset ;-)

Add improvement proposals to the JSRs JIRA on

java.net Blog your (hopefully positive) experience, twitter, …

https://github.com/atsticks/moneymachine.git

https://github.com/atsticks/moneymachine.git



API Challenge: MoneyMachine Example

31

/**

* This class has to be implemented and helps us giving feedback on the JSR's API. This

* part of the

* project deals with basic aspects such as getting currencies and amounts.

* Created by Anatole on 07.03.14.

*/

public class Basics{

/**

* Get a CurrencyUnit using a currency code.

*

* @param currencyCode the currency code

* @return the corresponding CurrencyUnit instance.

*/

public CurrencyUnit getProvidedCurrency(String currencyCode){

throw new UnsupportedOperationException();

}

/**

* Get a CurrencyUnit using a Locale, modeling a country.

*

* @param locale The country locale.

* @return the corresponding CurrencyUnit instance.

*/

public CurrencyUnit getProvidedCurrency(Locale locale){

throw new UnsupportedOperationException();

}

...

}

Describes

the task to

be done

(incl. Some

hints)

Replace this

with

according

code



API Challenge: MoneyMachine Testing

32

To check your

implementation is correct,

simply execute the test suite

Correct ;-)


Adoption Areas JSR 354 - Medium

Extending the Reference Implementation

33

Objective: Extend the RI

How:

Discuss your ideas with me to see where your idea fits

best Additional Roundings

Additional Currencies

Additional Exchange Rate Providers Additional Formats


Adoption Areas JSR 354 – Medium Level

Helping on JavaMoney Library

34

Objective: Help on JavaMoney

How:

Financial calculations in calc need tests !!! Docs are in

place, including also links to further infos, examples so testing does not require special financial know how ;)

Write/enhance user guide (asciidoc)

New functionalities, ideas?


Adoption Areas JSR 354 – The Hard Way

Analyze and Improve Performance

35

Objective: Improve Performance

How:

Measure Performance and Memory Consumption Define corresponding improvement ideas Implement improvements Known aspects:

FastMoney implementation could be faster, especially for division



Write an Overall Example Application

36

Objective: Implement a Deployable Example Application

How:

Define Application Storyline Define Screens etc. Implement everything needed Deploy on CloudBees ?



Write an Implementation

37

Objective: Ensure Specification / API Quality

How:

Implement whole or parts of the specification Check the implementation against the TCK


Setup

38


Setup

39

• Install VirtualBox, if not yet done, download from https://www.virtualbox.org

• Download the prepared image and start it • Login with debian/debian • Open the IDE of your choice (Eclipse, IntelliJ and

Netbeans are preinstalled and setup) • Update the projects/repositories

• For Contributors:

• Ensure you have a GitHub user account • Create your own Branch of the corresponding repositories

• Switch your local repositories on your VM, on which you want to commit, to your branched repos

https://www.virtualbox.org/





Q & A

40


Go for it!

41

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