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author | Georg Brandl <georg@python.org> | 2007-08-15 14:28:22 (GMT) |
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committer | Georg Brandl <georg@python.org> | 2007-08-15 14:28:22 (GMT) |
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diff --git a/Doc/library/decimal.rst b/Doc/library/decimal.rst new file mode 100644 index 0000000..1d17109 --- /dev/null +++ b/Doc/library/decimal.rst @@ -0,0 +1,1289 @@ + +:mod:`decimal` --- Decimal floating point arithmetic +==================================================== + +.. module:: decimal + :synopsis: Implementation of the General Decimal Arithmetic Specification. + + +.. moduleauthor:: Eric Price <eprice at tjhsst.edu> +.. moduleauthor:: Facundo Batista <facundo at taniquetil.com.ar> +.. moduleauthor:: Raymond Hettinger <python at rcn.com> +.. moduleauthor:: Aahz <aahz at pobox.com> +.. moduleauthor:: Tim Peters <tim.one at comcast.net> + + +.. sectionauthor:: Raymond D. Hettinger <python at rcn.com> + + +.. versionadded:: 2.4 + +The :mod:`decimal` module provides support for decimal floating point +arithmetic. It offers several advantages over the :class:`float()` datatype: + +* Decimal numbers can be represented exactly. In contrast, numbers like + :const:`1.1` do not have an exact representation in binary floating point. End + users typically would not expect :const:`1.1` to display as + :const:`1.1000000000000001` as it does with binary floating point. + +* The exactness carries over into arithmetic. In decimal floating point, ``0.1 + + 0.1 + 0.1 - 0.3`` is exactly equal to zero. In binary floating point, result + is :const:`5.5511151231257827e-017`. While near to zero, the differences + prevent reliable equality testing and differences can accumulate. For this + reason, decimal would be preferred in accounting applications which have strict + equality invariants. + +* The decimal module incorporates a notion of significant places so that ``1.30 + + 1.20`` is :const:`2.50`. The trailing zero is kept to indicate significance. + This is the customary presentation for monetary applications. For + multiplication, the "schoolbook" approach uses all the figures in the + multiplicands. For instance, ``1.3 * 1.2`` gives :const:`1.56` while ``1.30 * + 1.20`` gives :const:`1.5600`. + +* Unlike hardware based binary floating point, the decimal module has a user + settable precision (defaulting to 28 places) which can be as large as needed for + a given problem:: + + >>> getcontext().prec = 6 + >>> Decimal(1) / Decimal(7) + Decimal("0.142857") + >>> getcontext().prec = 28 + >>> Decimal(1) / Decimal(7) + Decimal("0.1428571428571428571428571429") + +* Both binary and decimal floating point are implemented in terms of published + standards. While the built-in float type exposes only a modest portion of its + capabilities, the decimal module exposes all required parts of the standard. + When needed, the programmer has full control over rounding and signal handling. + +The module design is centered around three concepts: the decimal number, the +context for arithmetic, and signals. + +A decimal number is immutable. It has a sign, coefficient digits, and an +exponent. To preserve significance, the coefficient digits do not truncate +trailing zeroes. Decimals also include special values such as +:const:`Infinity`, :const:`-Infinity`, and :const:`NaN`. The standard also +differentiates :const:`-0` from :const:`+0`. + +The context for arithmetic is an environment specifying precision, rounding +rules, limits on exponents, flags indicating the results of operations, and trap +enablers which determine whether signals are treated as exceptions. Rounding +options include :const:`ROUND_CEILING`, :const:`ROUND_DOWN`, +:const:`ROUND_FLOOR`, :const:`ROUND_HALF_DOWN`, :const:`ROUND_HALF_EVEN`, +:const:`ROUND_HALF_UP`, and :const:`ROUND_UP`. + +Signals are groups of exceptional conditions arising during the course of +computation. Depending on the needs of the application, signals may be ignored, +considered as informational, or treated as exceptions. The signals in the +decimal module are: :const:`Clamped`, :const:`InvalidOperation`, +:const:`DivisionByZero`, :const:`Inexact`, :const:`Rounded`, :const:`Subnormal`, +:const:`Overflow`, and :const:`Underflow`. + +For each signal there is a flag and a trap enabler. When a signal is +encountered, its flag is incremented from zero and, then, if the trap enabler is +set to one, an exception is raised. Flags are sticky, so the user needs to +reset them before monitoring a calculation. + + +.. seealso:: + + IBM's General Decimal Arithmetic Specification, `The General Decimal Arithmetic + Specification <http://www2.hursley.ibm.com/decimal/decarith.html>`_. + + IEEE standard 854-1987, `Unofficial IEEE 854 Text + <http://www.cs.berkeley.edu/~ejr/projects/754/private/drafts/854-1987/dir.html>`_. + +.. % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% + + +.. _decimal-tutorial: + +Quick-start Tutorial +-------------------- + +The usual start to using decimals is importing the module, viewing the current +context with :func:`getcontext` and, if necessary, setting new values for +precision, rounding, or enabled traps:: + + >>> from decimal import * + >>> getcontext() + Context(prec=28, rounding=ROUND_HALF_EVEN, Emin=-999999999, Emax=999999999, + capitals=1, flags=[], traps=[Overflow, InvalidOperation, + DivisionByZero]) + + >>> getcontext().prec = 7 # Set a new precision + +Decimal instances can be constructed from integers, strings, or tuples. To +create a Decimal from a :class:`float`, first convert it to a string. This +serves as an explicit reminder of the details of the conversion (including +representation error). Decimal numbers include special values such as +:const:`NaN` which stands for "Not a number", positive and negative +:const:`Infinity`, and :const:`-0`. :: + + >>> Decimal(10) + Decimal("10") + >>> Decimal("3.14") + Decimal("3.14") + >>> Decimal((0, (3, 1, 4), -2)) + Decimal("3.14") + >>> Decimal(str(2.0 ** 0.5)) + Decimal("1.41421356237") + >>> Decimal("NaN") + Decimal("NaN") + >>> Decimal("-Infinity") + Decimal("-Infinity") + +The significance of a new Decimal is determined solely by the number of digits +input. Context precision and rounding only come into play during arithmetic +operations. :: + + >>> getcontext().prec = 6 + >>> Decimal('3.0') + Decimal("3.0") + >>> Decimal('3.1415926535') + Decimal("3.1415926535") + >>> Decimal('3.1415926535') + Decimal('2.7182818285') + Decimal("5.85987") + >>> getcontext().rounding = ROUND_UP + >>> Decimal('3.1415926535') + Decimal('2.7182818285') + Decimal("5.85988") + +Decimals interact well with much of the rest of Python. Here is a small decimal +floating point flying circus:: + + >>> data = map(Decimal, '1.34 1.87 3.45 2.35 1.00 0.03 9.25'.split()) + >>> max(data) + Decimal("9.25") + >>> min(data) + Decimal("0.03") + >>> sorted(data) + [Decimal("0.03"), Decimal("1.00"), Decimal("1.34"), Decimal("1.87"), + Decimal("2.35"), Decimal("3.45"), Decimal("9.25")] + >>> sum(data) + Decimal("19.29") + >>> a,b,c = data[:3] + >>> str(a) + '1.34' + >>> float(a) + 1.3400000000000001 + >>> round(a, 1) # round() first converts to binary floating point + 1.3 + >>> int(a) + 1 + >>> a * 5 + Decimal("6.70") + >>> a * b + Decimal("2.5058") + >>> c % a + Decimal("0.77") + +The :meth:`quantize` method rounds a number to a fixed exponent. This method is +useful for monetary applications that often round results to a fixed number of +places:: + + >>> Decimal('7.325').quantize(Decimal('.01'), rounding=ROUND_DOWN) + Decimal("7.32") + >>> Decimal('7.325').quantize(Decimal('1.'), rounding=ROUND_UP) + Decimal("8") + +As shown above, the :func:`getcontext` function accesses the current context and +allows the settings to be changed. This approach meets the needs of most +applications. + +For more advanced work, it may be useful to create alternate contexts using the +Context() constructor. To make an alternate active, use the :func:`setcontext` +function. + +In accordance with the standard, the :mod:`Decimal` module provides two ready to +use standard contexts, :const:`BasicContext` and :const:`ExtendedContext`. The +former is especially useful for debugging because many of the traps are +enabled:: + + >>> myothercontext = Context(prec=60, rounding=ROUND_HALF_DOWN) + >>> setcontext(myothercontext) + >>> Decimal(1) / Decimal(7) + Decimal("0.142857142857142857142857142857142857142857142857142857142857") + + >>> ExtendedContext + Context(prec=9, rounding=ROUND_HALF_EVEN, Emin=-999999999, Emax=999999999, + capitals=1, flags=[], traps=[]) + >>> setcontext(ExtendedContext) + >>> Decimal(1) / Decimal(7) + Decimal("0.142857143") + >>> Decimal(42) / Decimal(0) + Decimal("Infinity") + + >>> setcontext(BasicContext) + >>> Decimal(42) / Decimal(0) + Traceback (most recent call last): + File "<pyshell#143>", line 1, in -toplevel- + Decimal(42) / Decimal(0) + DivisionByZero: x / 0 + +Contexts also have signal flags for monitoring exceptional conditions +encountered during computations. The flags remain set until explicitly cleared, +so it is best to clear the flags before each set of monitored computations by +using the :meth:`clear_flags` method. :: + + >>> setcontext(ExtendedContext) + >>> getcontext().clear_flags() + >>> Decimal(355) / Decimal(113) + Decimal("3.14159292") + >>> getcontext() + Context(prec=9, rounding=ROUND_HALF_EVEN, Emin=-999999999, Emax=999999999, + capitals=1, flags=[Inexact, Rounded], traps=[]) + +The *flags* entry shows that the rational approximation to :const:`Pi` was +rounded (digits beyond the context precision were thrown away) and that the +result is inexact (some of the discarded digits were non-zero). + +Individual traps are set using the dictionary in the :attr:`traps` field of a +context:: + + >>> Decimal(1) / Decimal(0) + Decimal("Infinity") + >>> getcontext().traps[DivisionByZero] = 1 + >>> Decimal(1) / Decimal(0) + Traceback (most recent call last): + File "<pyshell#112>", line 1, in -toplevel- + Decimal(1) / Decimal(0) + DivisionByZero: x / 0 + +Most programs adjust the current context only once, at the beginning of the +program. And, in many applications, data is converted to :class:`Decimal` with +a single cast inside a loop. With context set and decimals created, the bulk of +the program manipulates the data no differently than with other Python numeric +types. + +.. % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% + + +.. _decimal-decimal: + +Decimal objects +--------------- + + +.. class:: Decimal([value [, context]]) + + Constructs a new :class:`Decimal` object based from *value*. + + *value* can be an integer, string, tuple, or another :class:`Decimal` object. If + no *value* is given, returns ``Decimal("0")``. If *value* is a string, it + should conform to the decimal numeric string syntax:: + + sign ::= '+' | '-' + digit ::= '0' | '1' | '2' | '3' | '4' | '5' | '6' | '7' | '8' | '9' + indicator ::= 'e' | 'E' + digits ::= digit [digit]... + decimal-part ::= digits '.' [digits] | ['.'] digits + exponent-part ::= indicator [sign] digits + infinity ::= 'Infinity' | 'Inf' + nan ::= 'NaN' [digits] | 'sNaN' [digits] + numeric-value ::= decimal-part [exponent-part] | infinity + numeric-string ::= [sign] numeric-value | [sign] nan + + If *value* is a :class:`tuple`, it should have three components, a sign + (:const:`0` for positive or :const:`1` for negative), a :class:`tuple` of + digits, and an integer exponent. For example, ``Decimal((0, (1, 4, 1, 4), -3))`` + returns ``Decimal("1.414")``. + + The *context* precision does not affect how many digits are stored. That is + determined exclusively by the number of digits in *value*. For example, + ``Decimal("3.00000")`` records all five zeroes even if the context precision is + only three. + + The purpose of the *context* argument is determining what to do if *value* is a + malformed string. If the context traps :const:`InvalidOperation`, an exception + is raised; otherwise, the constructor returns a new Decimal with the value of + :const:`NaN`. + + Once constructed, :class:`Decimal` objects are immutable. + +Decimal floating point objects share many properties with the other builtin +numeric types such as :class:`float` and :class:`int`. All of the usual math +operations and special methods apply. Likewise, decimal objects can be copied, +pickled, printed, used as dictionary keys, used as set elements, compared, +sorted, and coerced to another type (such as :class:`float` or :class:`long`). + +In addition to the standard numeric properties, decimal floating point objects +also have a number of specialized methods: + + +.. method:: Decimal.adjusted() + + Return the adjusted exponent after shifting out the coefficient's rightmost + digits until only the lead digit remains: ``Decimal("321e+5").adjusted()`` + returns seven. Used for determining the position of the most significant digit + with respect to the decimal point. + + +.. method:: Decimal.as_tuple() + + Returns a tuple representation of the number: ``(sign, digittuple, exponent)``. + + +.. method:: Decimal.compare(other[, context]) + + Compares like :meth:`__cmp__` but returns a decimal instance:: + + a or b is a NaN ==> Decimal("NaN") + a < b ==> Decimal("-1") + a == b ==> Decimal("0") + a > b ==> Decimal("1") + + +.. method:: Decimal.max(other[, context]) + + Like ``max(self, other)`` except that the context rounding rule is applied + before returning and that :const:`NaN` values are either signalled or ignored + (depending on the context and whether they are signaling or quiet). + + +.. method:: Decimal.min(other[, context]) + + Like ``min(self, other)`` except that the context rounding rule is applied + before returning and that :const:`NaN` values are either signalled or ignored + (depending on the context and whether they are signaling or quiet). + + +.. method:: Decimal.normalize([context]) + + Normalize the number by stripping the rightmost trailing zeroes and converting + any result equal to :const:`Decimal("0")` to :const:`Decimal("0e0")`. Used for + producing canonical values for members of an equivalence class. For example, + ``Decimal("32.100")`` and ``Decimal("0.321000e+2")`` both normalize to the + equivalent value ``Decimal("32.1")``. + + +.. method:: Decimal.quantize(exp [, rounding[, context[, watchexp]]]) + + Quantize makes the exponent the same as *exp*. Searches for a rounding method + in *rounding*, then in *context*, and then in the current context. + + If *watchexp* is set (default), then an error is returned whenever the resulting + exponent is greater than :attr:`Emax` or less than :attr:`Etiny`. + + +.. method:: Decimal.remainder_near(other[, context]) + + Computes the modulo as either a positive or negative value depending on which is + closest to zero. For instance, ``Decimal(10).remainder_near(6)`` returns + ``Decimal("-2")`` which is closer to zero than ``Decimal("4")``. + + If both are equally close, the one chosen will have the same sign as *self*. + + +.. method:: Decimal.same_quantum(other[, context]) + + Test whether self and other have the same exponent or whether both are + :const:`NaN`. + + +.. method:: Decimal.sqrt([context]) + + Return the square root to full precision. + + +.. method:: Decimal.to_eng_string([context]) + + Convert to an engineering-type string. + + Engineering notation has an exponent which is a multiple of 3, so there are up + to 3 digits left of the decimal place. For example, converts + ``Decimal('123E+1')`` to ``Decimal("1.23E+3")`` + + +.. method:: Decimal.to_integral([rounding[, context]]) + + Rounds to the nearest integer without signaling :const:`Inexact` or + :const:`Rounded`. If given, applies *rounding*; otherwise, uses the rounding + method in either the supplied *context* or the current context. + +.. % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% + + +.. _decimal-context: + +Context objects +--------------- + +Contexts are environments for arithmetic operations. They govern precision, set +rules for rounding, determine which signals are treated as exceptions, and limit +the range for exponents. + +Each thread has its own current context which is accessed or changed using the +:func:`getcontext` and :func:`setcontext` functions: + + +.. function:: getcontext() + + Return the current context for the active thread. + + +.. function:: setcontext(c) + + Set the current context for the active thread to *c*. + +Beginning with Python 2.5, you can also use the :keyword:`with` statement and +the :func:`localcontext` function to temporarily change the active context. + + +.. function:: localcontext([c]) + + Return a context manager that will set the current context for the active thread + to a copy of *c* on entry to the with-statement and restore the previous context + when exiting the with-statement. If no context is specified, a copy of the + current context is used. + + .. versionadded:: 2.5 + + For example, the following code sets the current decimal precision to 42 places, + performs a calculation, and then automatically restores the previous context:: + + from __future__ import with_statement + from decimal import localcontext + + with localcontext() as ctx: + ctx.prec = 42 # Perform a high precision calculation + s = calculate_something() + s = +s # Round the final result back to the default precision + +New contexts can also be created using the :class:`Context` constructor +described below. In addition, the module provides three pre-made contexts: + + +.. class:: BasicContext + + This is a standard context defined by the General Decimal Arithmetic + Specification. Precision is set to nine. Rounding is set to + :const:`ROUND_HALF_UP`. All flags are cleared. All traps are enabled (treated + as exceptions) except :const:`Inexact`, :const:`Rounded`, and + :const:`Subnormal`. + + Because many of the traps are enabled, this context is useful for debugging. + + +.. class:: ExtendedContext + + This is a standard context defined by the General Decimal Arithmetic + Specification. Precision is set to nine. Rounding is set to + :const:`ROUND_HALF_EVEN`. All flags are cleared. No traps are enabled (so that + exceptions are not raised during computations). + + Because the trapped are disabled, this context is useful for applications that + prefer to have result value of :const:`NaN` or :const:`Infinity` instead of + raising exceptions. This allows an application to complete a run in the + presence of conditions that would otherwise halt the program. + + +.. class:: DefaultContext + + This context is used by the :class:`Context` constructor as a prototype for new + contexts. Changing a field (such a precision) has the effect of changing the + default for new contexts creating by the :class:`Context` constructor. + + This context is most useful in multi-threaded environments. Changing one of the + fields before threads are started has the effect of setting system-wide + defaults. Changing the fields after threads have started is not recommended as + it would require thread synchronization to prevent race conditions. + + In single threaded environments, it is preferable to not use this context at + all. Instead, simply create contexts explicitly as described below. + + The default values are precision=28, rounding=ROUND_HALF_EVEN, and enabled traps + for Overflow, InvalidOperation, and DivisionByZero. + +In addition to the three supplied contexts, new contexts can be created with the +:class:`Context` constructor. + + +.. class:: Context(prec=None, rounding=None, traps=None, flags=None, Emin=None, Emax=None, capitals=1) + + Creates a new context. If a field is not specified or is :const:`None`, the + default values are copied from the :const:`DefaultContext`. If the *flags* + field is not specified or is :const:`None`, all flags are cleared. + + The *prec* field is a positive integer that sets the precision for arithmetic + operations in the context. + + The *rounding* option is one of: + + * :const:`ROUND_CEILING` (towards :const:`Infinity`), + * :const:`ROUND_DOWN` (towards zero), + * :const:`ROUND_FLOOR` (towards :const:`-Infinity`), + * :const:`ROUND_HALF_DOWN` (to nearest with ties going towards zero), + * :const:`ROUND_HALF_EVEN` (to nearest with ties going to nearest even integer), + * :const:`ROUND_HALF_UP` (to nearest with ties going away from zero), or + * :const:`ROUND_UP` (away from zero). + + The *traps* and *flags* fields list any signals to be set. Generally, new + contexts should only set traps and leave the flags clear. + + The *Emin* and *Emax* fields are integers specifying the outer limits allowable + for exponents. + + The *capitals* field is either :const:`0` or :const:`1` (the default). If set to + :const:`1`, exponents are printed with a capital :const:`E`; otherwise, a + lowercase :const:`e` is used: :const:`Decimal('6.02e+23')`. + +The :class:`Context` class defines several general purpose methods as well as a +large number of methods for doing arithmetic directly in a given context. + + +.. method:: Context.clear_flags() + + Resets all of the flags to :const:`0`. + + +.. method:: Context.copy() + + Return a duplicate of the context. + + +.. method:: Context.create_decimal(num) + + Creates a new Decimal instance from *num* but using *self* as context. Unlike + the :class:`Decimal` constructor, the context precision, rounding method, flags, + and traps are applied to the conversion. + + This is useful because constants are often given to a greater precision than is + needed by the application. Another benefit is that rounding immediately + eliminates unintended effects from digits beyond the current precision. In the + following example, using unrounded inputs means that adding zero to a sum can + change the result:: + + >>> getcontext().prec = 3 + >>> Decimal("3.4445") + Decimal("1.0023") + Decimal("4.45") + >>> Decimal("3.4445") + Decimal(0) + Decimal("1.0023") + Decimal("4.44") + + +.. method:: Context.Etiny() + + Returns a value equal to ``Emin - prec + 1`` which is the minimum exponent value + for subnormal results. When underflow occurs, the exponent is set to + :const:`Etiny`. + + +.. method:: Context.Etop() + + Returns a value equal to ``Emax - prec + 1``. + +The usual approach to working with decimals is to create :class:`Decimal` +instances and then apply arithmetic operations which take place within the +current context for the active thread. An alternate approach is to use context +methods for calculating within a specific context. The methods are similar to +those for the :class:`Decimal` class and are only briefly recounted here. + + +.. method:: Context.abs(x) + + Returns the absolute value of *x*. + + +.. method:: Context.add(x, y) + + Return the sum of *x* and *y*. + + +.. method:: Context.compare(x, y) + + Compares values numerically. + + Like :meth:`__cmp__` but returns a decimal instance:: + + a or b is a NaN ==> Decimal("NaN") + a < b ==> Decimal("-1") + a == b ==> Decimal("0") + a > b ==> Decimal("1") + + +.. method:: Context.divide(x, y) + + Return *x* divided by *y*. + + +.. method:: Context.divmod(x, y) + + Divides two numbers and returns the integer part of the result. + + +.. method:: Context.max(x, y) + + Compare two values numerically and return the maximum. + + If they are numerically equal then the left-hand operand is chosen as the + result. + + +.. method:: Context.min(x, y) + + Compare two values numerically and return the minimum. + + If they are numerically equal then the left-hand operand is chosen as the + result. + + +.. method:: Context.minus(x) + + Minus corresponds to the unary prefix minus operator in Python. + + +.. method:: Context.multiply(x, y) + + Return the product of *x* and *y*. + + +.. method:: Context.normalize(x) + + Normalize reduces an operand to its simplest form. + + Essentially a :meth:`plus` operation with all trailing zeros removed from the + result. + + +.. method:: Context.plus(x) + + Plus corresponds to the unary prefix plus operator in Python. This operation + applies the context precision and rounding, so it is *not* an identity + operation. + + +.. method:: Context.power(x, y[, modulo]) + + Return ``x ** y`` to the *modulo* if given. + + The right-hand operand must be a whole number whose integer part (after any + exponent has been applied) has no more than 9 digits and whose fractional part + (if any) is all zeros before any rounding. The operand may be positive, + negative, or zero; if negative, the absolute value of the power is used, and the + left-hand operand is inverted (divided into 1) before use. + + If the increased precision needed for the intermediate calculations exceeds the + capabilities of the implementation then an :const:`InvalidOperation` condition + is signaled. + + If, when raising to a negative power, an underflow occurs during the division + into 1, the operation is not halted at that point but continues. + + +.. method:: Context.quantize(x, y) + + Returns a value equal to *x* after rounding and having the exponent of *y*. + + Unlike other operations, if the length of the coefficient after the quantize + operation would be greater than precision, then an :const:`InvalidOperation` is + signaled. This guarantees that, unless there is an error condition, the + quantized exponent is always equal to that of the right-hand operand. + + Also unlike other operations, quantize never signals Underflow, even if the + result is subnormal and inexact. + + +.. method:: Context.remainder(x, y) + + Returns the remainder from integer division. + + The sign of the result, if non-zero, is the same as that of the original + dividend. + + +.. method:: Context.remainder_near(x, y) + + Computed the modulo as either a positive or negative value depending on which is + closest to zero. For instance, ``Decimal(10).remainder_near(6)`` returns + ``Decimal("-2")`` which is closer to zero than ``Decimal("4")``. + + If both are equally close, the one chosen will have the same sign as *self*. + + +.. method:: Context.same_quantum(x, y) + + Test whether *x* and *y* have the same exponent or whether both are + :const:`NaN`. + + +.. method:: Context.sqrt(x) + + Return the square root of *x* to full precision. + + +.. method:: Context.subtract(x, y) + + Return the difference between *x* and *y*. + + +.. method:: Context.to_eng_string() + + Convert to engineering-type string. + + Engineering notation has an exponent which is a multiple of 3, so there are up + to 3 digits left of the decimal place. For example, converts + ``Decimal('123E+1')`` to ``Decimal("1.23E+3")`` + + +.. method:: Context.to_integral(x) + + Rounds to the nearest integer without signaling :const:`Inexact` or + :const:`Rounded`. + + +.. method:: Context.to_sci_string(x) + + Converts a number to a string using scientific notation. + +.. % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% + + +.. _decimal-signals: + +Signals +------- + +Signals represent conditions that arise during computation. Each corresponds to +one context flag and one context trap enabler. + +The context flag is incremented whenever the condition is encountered. After the +computation, flags may be checked for informational purposes (for instance, to +determine whether a computation was exact). After checking the flags, be sure to +clear all flags before starting the next computation. + +If the context's trap enabler is set for the signal, then the condition causes a +Python exception to be raised. For example, if the :class:`DivisionByZero` trap +is set, then a :exc:`DivisionByZero` exception is raised upon encountering the +condition. + + +.. class:: Clamped + + Altered an exponent to fit representation constraints. + + Typically, clamping occurs when an exponent falls outside the context's + :attr:`Emin` and :attr:`Emax` limits. If possible, the exponent is reduced to + fit by adding zeroes to the coefficient. + + +.. class:: DecimalException + + Base class for other signals and a subclass of :exc:`ArithmeticError`. + + +.. class:: DivisionByZero + + Signals the division of a non-infinite number by zero. + + Can occur with division, modulo division, or when raising a number to a negative + power. If this signal is not trapped, returns :const:`Infinity` or + :const:`-Infinity` with the sign determined by the inputs to the calculation. + + +.. class:: Inexact + + Indicates that rounding occurred and the result is not exact. + + Signals when non-zero digits were discarded during rounding. The rounded result + is returned. The signal flag or trap is used to detect when results are + inexact. + + +.. class:: InvalidOperation + + An invalid operation was performed. + + Indicates that an operation was requested that does not make sense. If not + trapped, returns :const:`NaN`. Possible causes include:: + + Infinity - Infinity + 0 * Infinity + Infinity / Infinity + x % 0 + Infinity % x + x._rescale( non-integer ) + sqrt(-x) and x > 0 + 0 ** 0 + x ** (non-integer) + x ** Infinity + + +.. class:: Overflow + + Numerical overflow. + + Indicates the exponent is larger than :attr:`Emax` after rounding has occurred. + If not trapped, the result depends on the rounding mode, either pulling inward + to the largest representable finite number or rounding outward to + :const:`Infinity`. In either case, :class:`Inexact` and :class:`Rounded` are + also signaled. + + +.. class:: Rounded + + Rounding occurred though possibly no information was lost. + + Signaled whenever rounding discards digits; even if those digits are zero (such + as rounding :const:`5.00` to :const:`5.0`). If not trapped, returns the result + unchanged. This signal is used to detect loss of significant digits. + + +.. class:: Subnormal + + Exponent was lower than :attr:`Emin` prior to rounding. + + Occurs when an operation result is subnormal (the exponent is too small). If not + trapped, returns the result unchanged. + + +.. class:: Underflow + + Numerical underflow with result rounded to zero. + + Occurs when a subnormal result is pushed to zero by rounding. :class:`Inexact` + and :class:`Subnormal` are also signaled. + +The following table summarizes the hierarchy of signals:: + + exceptions.ArithmeticError(exceptions.Exception) + DecimalException + Clamped + DivisionByZero(DecimalException, exceptions.ZeroDivisionError) + Inexact + Overflow(Inexact, Rounded) + Underflow(Inexact, Rounded, Subnormal) + InvalidOperation + Rounded + Subnormal + +.. % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% + + +.. _decimal-notes: + +Floating Point Notes +-------------------- + + +Mitigating round-off error with increased precision +^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ + +The use of decimal floating point eliminates decimal representation error +(making it possible to represent :const:`0.1` exactly); however, some operations +can still incur round-off error when non-zero digits exceed the fixed precision. + +The effects of round-off error can be amplified by the addition or subtraction +of nearly offsetting quantities resulting in loss of significance. Knuth +provides two instructive examples where rounded floating point arithmetic with +insufficient precision causes the breakdown of the associative and distributive +properties of addition:: + + # Examples from Seminumerical Algorithms, Section 4.2.2. + >>> from decimal import Decimal, getcontext + >>> getcontext().prec = 8 + + >>> u, v, w = Decimal(11111113), Decimal(-11111111), Decimal('7.51111111') + >>> (u + v) + w + Decimal("9.5111111") + >>> u + (v + w) + Decimal("10") + + >>> u, v, w = Decimal(20000), Decimal(-6), Decimal('6.0000003') + >>> (u*v) + (u*w) + Decimal("0.01") + >>> u * (v+w) + Decimal("0.0060000") + +The :mod:`decimal` module makes it possible to restore the identities by +expanding the precision sufficiently to avoid loss of significance:: + + >>> getcontext().prec = 20 + >>> u, v, w = Decimal(11111113), Decimal(-11111111), Decimal('7.51111111') + >>> (u + v) + w + Decimal("9.51111111") + >>> u + (v + w) + Decimal("9.51111111") + >>> + >>> u, v, w = Decimal(20000), Decimal(-6), Decimal('6.0000003') + >>> (u*v) + (u*w) + Decimal("0.0060000") + >>> u * (v+w) + Decimal("0.0060000") + + +Special values +^^^^^^^^^^^^^^ + +The number system for the :mod:`decimal` module provides special values +including :const:`NaN`, :const:`sNaN`, :const:`-Infinity`, :const:`Infinity`, +and two zeroes, :const:`+0` and :const:`-0`. + +Infinities can be constructed directly with: ``Decimal('Infinity')``. Also, +they can arise from dividing by zero when the :exc:`DivisionByZero` signal is +not trapped. Likewise, when the :exc:`Overflow` signal is not trapped, infinity +can result from rounding beyond the limits of the largest representable number. + +The infinities are signed (affine) and can be used in arithmetic operations +where they get treated as very large, indeterminate numbers. For instance, +adding a constant to infinity gives another infinite result. + +Some operations are indeterminate and return :const:`NaN`, or if the +:exc:`InvalidOperation` signal is trapped, raise an exception. For example, +``0/0`` returns :const:`NaN` which means "not a number". This variety of +:const:`NaN` is quiet and, once created, will flow through other computations +always resulting in another :const:`NaN`. This behavior can be useful for a +series of computations that occasionally have missing inputs --- it allows the +calculation to proceed while flagging specific results as invalid. + +A variant is :const:`sNaN` which signals rather than remaining quiet after every +operation. This is a useful return value when an invalid result needs to +interrupt a calculation for special handling. + +The signed zeros can result from calculations that underflow. They keep the sign +that would have resulted if the calculation had been carried out to greater +precision. Since their magnitude is zero, both positive and negative zeros are +treated as equal and their sign is informational. + +In addition to the two signed zeros which are distinct yet equal, there are +various representations of zero with differing precisions yet equivalent in +value. This takes a bit of getting used to. For an eye accustomed to +normalized floating point representations, it is not immediately obvious that +the following calculation returns a value equal to zero:: + + >>> 1 / Decimal('Infinity') + Decimal("0E-1000000026") + +.. % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% + + +.. _decimal-threads: + +Working with threads +-------------------- + +The :func:`getcontext` function accesses a different :class:`Context` object for +each thread. Having separate thread contexts means that threads may make +changes (such as ``getcontext.prec=10``) without interfering with other threads. + +Likewise, the :func:`setcontext` function automatically assigns its target to +the current thread. + +If :func:`setcontext` has not been called before :func:`getcontext`, then +:func:`getcontext` will automatically create a new context for use in the +current thread. + +The new context is copied from a prototype context called *DefaultContext*. To +control the defaults so that each thread will use the same values throughout the +application, directly modify the *DefaultContext* object. This should be done +*before* any threads are started so that there won't be a race condition between +threads calling :func:`getcontext`. For example:: + + # Set applicationwide defaults for all threads about to be launched + DefaultContext.prec = 12 + DefaultContext.rounding = ROUND_DOWN + DefaultContext.traps = ExtendedContext.traps.copy() + DefaultContext.traps[InvalidOperation] = 1 + setcontext(DefaultContext) + + # Afterwards, the threads can be started + t1.start() + t2.start() + t3.start() + . . . + +.. % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% + + +.. _decimal-recipes: + +Recipes +------- + +Here are a few recipes that serve as utility functions and that demonstrate ways +to work with the :class:`Decimal` class:: + + def moneyfmt(value, places=2, curr='', sep=',', dp='.', + pos='', neg='-', trailneg=''): + """Convert Decimal to a money formatted string. + + places: required number of places after the decimal point + curr: optional currency symbol before the sign (may be blank) + sep: optional grouping separator (comma, period, space, or blank) + dp: decimal point indicator (comma or period) + only specify as blank when places is zero + pos: optional sign for positive numbers: '+', space or blank + neg: optional sign for negative numbers: '-', '(', space or blank + trailneg:optional trailing minus indicator: '-', ')', space or blank + + >>> d = Decimal('-1234567.8901') + >>> moneyfmt(d, curr='$') + '-$1,234,567.89' + >>> moneyfmt(d, places=0, sep='.', dp='', neg='', trailneg='-') + '1.234.568-' + >>> moneyfmt(d, curr='$', neg='(', trailneg=')') + '($1,234,567.89)' + >>> moneyfmt(Decimal(123456789), sep=' ') + '123 456 789.00' + >>> moneyfmt(Decimal('-0.02'), neg='<', trailneg='>') + '<.02>' + + """ + q = Decimal((0, (1,), -places)) # 2 places --> '0.01' + sign, digits, exp = value.quantize(q).as_tuple() + assert exp == -places + result = [] + digits = map(str, digits) + build, next = result.append, digits.pop + if sign: + build(trailneg) + for i in range(places): + if digits: + build(next()) + else: + build('0') + build(dp) + i = 0 + while digits: + build(next()) + i += 1 + if i == 3 and digits: + i = 0 + build(sep) + build(curr) + if sign: + build(neg) + else: + build(pos) + result.reverse() + return ''.join(result) + + def pi(): + """Compute Pi to the current precision. + + >>> print pi() + 3.141592653589793238462643383 + + """ + getcontext().prec += 2 # extra digits for intermediate steps + three = Decimal(3) # substitute "three=3.0" for regular floats + lasts, t, s, n, na, d, da = 0, three, 3, 1, 0, 0, 24 + while s != lasts: + lasts = s + n, na = n+na, na+8 + d, da = d+da, da+32 + t = (t * n) / d + s += t + getcontext().prec -= 2 + return +s # unary plus applies the new precision + + def exp(x): + """Return e raised to the power of x. Result type matches input type. + + >>> print exp(Decimal(1)) + 2.718281828459045235360287471 + >>> print exp(Decimal(2)) + 7.389056098930650227230427461 + >>> print exp(2.0) + 7.38905609893 + >>> print exp(2+0j) + (7.38905609893+0j) + + """ + getcontext().prec += 2 + i, lasts, s, fact, num = 0, 0, 1, 1, 1 + while s != lasts: + lasts = s + i += 1 + fact *= i + num *= x + s += num / fact + getcontext().prec -= 2 + return +s + + def cos(x): + """Return the cosine of x as measured in radians. + + >>> print cos(Decimal('0.5')) + 0.8775825618903727161162815826 + >>> print cos(0.5) + 0.87758256189 + >>> print cos(0.5+0j) + (0.87758256189+0j) + + """ + getcontext().prec += 2 + i, lasts, s, fact, num, sign = 0, 0, 1, 1, 1, 1 + while s != lasts: + lasts = s + i += 2 + fact *= i * (i-1) + num *= x * x + sign *= -1 + s += num / fact * sign + getcontext().prec -= 2 + return +s + + def sin(x): + """Return the sine of x as measured in radians. + + >>> print sin(Decimal('0.5')) + 0.4794255386042030002732879352 + >>> print sin(0.5) + 0.479425538604 + >>> print sin(0.5+0j) + (0.479425538604+0j) + + """ + getcontext().prec += 2 + i, lasts, s, fact, num, sign = 1, 0, x, 1, x, 1 + while s != lasts: + lasts = s + i += 2 + fact *= i * (i-1) + num *= x * x + sign *= -1 + s += num / fact * sign + getcontext().prec -= 2 + return +s + + +.. % %%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%%% + + +.. _decimal-faq: + +Decimal FAQ +----------- + +Q. It is cumbersome to type ``decimal.Decimal('1234.5')``. Is there a way to +minimize typing when using the interactive interpreter? + +\A. Some users abbreviate the constructor to just a single letter:: + + >>> D = decimal.Decimal + >>> D('1.23') + D('3.45') + Decimal("4.68") + +Q. In a fixed-point application with two decimal places, some inputs have many +places and need to be rounded. Others are not supposed to have excess digits +and need to be validated. What methods should be used? + +A. The :meth:`quantize` method rounds to a fixed number of decimal places. If +the :const:`Inexact` trap is set, it is also useful for validation:: + + >>> TWOPLACES = Decimal(10) ** -2 # same as Decimal('0.01') + + >>> # Round to two places + >>> Decimal("3.214").quantize(TWOPLACES) + Decimal("3.21") + + >>> # Validate that a number does not exceed two places + >>> Decimal("3.21").quantize(TWOPLACES, context=Context(traps=[Inexact])) + Decimal("3.21") + + >>> Decimal("3.214").quantize(TWOPLACES, context=Context(traps=[Inexact])) + Traceback (most recent call last): + ... + Inexact: Changed in rounding + +Q. Once I have valid two place inputs, how do I maintain that invariant +throughout an application? + +A. Some operations like addition and subtraction automatically preserve fixed +point. Others, like multiplication and division, change the number of decimal +places and need to be followed-up with a :meth:`quantize` step. + +Q. There are many ways to express the same value. The numbers :const:`200`, +:const:`200.000`, :const:`2E2`, and :const:`.02E+4` all have the same value at +various precisions. Is there a way to transform them to a single recognizable +canonical value? + +A. The :meth:`normalize` method maps all equivalent values to a single +representative:: + + >>> values = map(Decimal, '200 200.000 2E2 .02E+4'.split()) + >>> [v.normalize() for v in values] + [Decimal("2E+2"), Decimal("2E+2"), Decimal("2E+2"), Decimal("2E+2")] + +Q. Some decimal values always print with exponential notation. Is there a way +to get a non-exponential representation? + +A. For some values, exponential notation is the only way to express the number +of significant places in the coefficient. For example, expressing +:const:`5.0E+3` as :const:`5000` keeps the value constant but cannot show the +original's two-place significance. + +Q. Is there a way to convert a regular float to a :class:`Decimal`? + +A. Yes, all binary floating point numbers can be exactly expressed as a +Decimal. An exact conversion may take more precision than intuition would +suggest, so trapping :const:`Inexact` will signal a need for more precision:: + + def floatToDecimal(f): + "Convert a floating point number to a Decimal with no loss of information" + # Transform (exactly) a float to a mantissa (0.5 <= abs(m) < 1.0) and an + # exponent. Double the mantissa until it is an integer. Use the integer + # mantissa and exponent to compute an equivalent Decimal. If this cannot + # be done exactly, then retry with more precision. + + mantissa, exponent = math.frexp(f) + while mantissa != int(mantissa): + mantissa *= 2.0 + exponent -= 1 + mantissa = int(mantissa) + + oldcontext = getcontext() + setcontext(Context(traps=[Inexact])) + try: + while True: + try: + return mantissa * Decimal(2) ** exponent + except Inexact: + getcontext().prec += 1 + finally: + setcontext(oldcontext) + +Q. Why isn't the :func:`floatToDecimal` routine included in the module? + +A. There is some question about whether it is advisable to mix binary and +decimal floating point. Also, its use requires some care to avoid the +representation issues associated with binary floating point:: + + >>> floatToDecimal(1.1) + Decimal("1.100000000000000088817841970012523233890533447265625") + +Q. Within a complex calculation, how can I make sure that I haven't gotten a +spurious result because of insufficient precision or rounding anomalies. + +A. The decimal module makes it easy to test results. A best practice is to +re-run calculations using greater precision and with various rounding modes. +Widely differing results indicate insufficient precision, rounding mode issues, +ill-conditioned inputs, or a numerically unstable algorithm. + +Q. I noticed that context precision is applied to the results of operations but +not to the inputs. Is there anything to watch out for when mixing values of +different precisions? + +A. Yes. The principle is that all values are considered to be exact and so is +the arithmetic on those values. Only the results are rounded. The advantage +for inputs is that "what you type is what you get". A disadvantage is that the +results can look odd if you forget that the inputs haven't been rounded:: + + >>> getcontext().prec = 3 + >>> Decimal('3.104') + D('2.104') + Decimal("5.21") + >>> Decimal('3.104') + D('0.000') + D('2.104') + Decimal("5.20") + +The solution is either to increase precision or to force rounding of inputs +using the unary plus operation:: + + >>> getcontext().prec = 3 + >>> +Decimal('1.23456789') # unary plus triggers rounding + Decimal("1.23") + +Alternatively, inputs can be rounded upon creation using the +:meth:`Context.create_decimal` method:: + + >>> Context(prec=5, rounding=ROUND_DOWN).create_decimal('1.2345678') + Decimal("1.2345") + |