mirror of
https://github.com/OCA/account-financial-tools.git
synced 2025-02-02 12:47:26 +02:00
110 lines
3.5 KiB
ReStructuredText
110 lines
3.5 KiB
ReStructuredText
.. image:: https://img.shields.io/badge/licence-AGPL--3-blue.svg
|
|
:alt: License
|
|
|
|
Currency Rate Update
|
|
====================
|
|
|
|
Import exchange rates from the Internet.
|
|
|
|
The module is able to use the following sources:
|
|
|
|
1. Admin.ch
|
|
Updated daily, source in CHF.
|
|
|
|
2. European Central Bank (ported by Grzegorz Grzelak - OpenGLOBE.pl)
|
|
The reference rates are based on the regular daily query
|
|
procedure between central banks within and outside the European
|
|
System of Central Banks, which normally takes place at 2.15 p.m.
|
|
(14:15) ECB time. Source in EUR.
|
|
http://www.ecb.europa.eu/stats/exchange/eurofxref/html/index.en.html
|
|
|
|
3. Yahoo Finance
|
|
Updated daily
|
|
|
|
4. Polish National Bank (Narodowy Bank Polski) (by Grzegorz Grzelak - OpenGLOBE.pl)
|
|
Takes official rates from www.nbp.pl. Adds rate table symbol in log.
|
|
You should check when rates should apply to bookkeeping.
|
|
If next day you should change the update hour in schedule settings
|
|
because in Odoo they apply from date of update (date - no hours).
|
|
|
|
5. Banxico for USD & MXN (created by Agustín Cruz)
|
|
Updated daily
|
|
|
|
6. Bank of Canada
|
|
|
|
7. National Bank of Romania (Banca Nationala a Romaniei)
|
|
|
|
Configuration
|
|
=============
|
|
|
|
The update can be set under the company form.
|
|
You can set for each services which currency you want to update.
|
|
The logs of the update are visible under the service note.
|
|
You can active or deactivate the update.
|
|
The module uses internal ir-cron feature from Odoo, so the job is
|
|
launched once the server starts if the 'first execute date' is before
|
|
the current day.
|
|
|
|
Usage
|
|
=====
|
|
|
|
The module supports multi-company currency in two ways:
|
|
|
|
* when currencies are shared, you can set currency update only on one
|
|
company
|
|
* when currencies are separated, you can set currency on every company
|
|
separately
|
|
|
|
A function field lets you know your currency configuration.
|
|
|
|
If in multi-company mode, the base currency will be the first company's
|
|
currency found in database.
|
|
|
|
Know issues / Roadmap
|
|
=====================
|
|
|
|
Roadmap:
|
|
* Google Finance.
|
|
* Updated daily from Citibank N.A., source in EUR. Information may be delayed.
|
|
This is parsed from an HTML page, so it may be broken at anytime.
|
|
|
|
|
|
Bug Tracker
|
|
===========
|
|
|
|
Bugs are tracked on `GitHub Issues <https://github.com/OCA/account-financial-tools/issues>`_.
|
|
In case of trouble, please check there if your issue has already been reported.
|
|
If you spotted it first, help us smashing it by providing a detailed and welcomed feedback
|
|
`here <https://github.com/OCA/account-financial-tools/issues/new?body=module:%20currency_rate_update%0Aversion:%208.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
|
|
|
|
|
|
Credits
|
|
=======
|
|
|
|
Contributors
|
|
------------
|
|
|
|
* Joël Grand-Guillaume <joel.grandguillaume@camptocamp.com>
|
|
* JB Aubort
|
|
* Grzegorz Grzelak <grzegorz.grzelak@openglobe.pl> (ECB, NBP)
|
|
* Alexis de Lattre <alexis@via.ecp.fr>
|
|
* Lorenzo Battistini <lorenzo.battistini@agilebg.com> (Port to V7)
|
|
* Agustin Cruz <openpyme.mx> (BdM)
|
|
* Dorin Hongu <dhongu@gmail.com> (BNR)
|
|
* Fekete Mihai <feketemihai@gmail.com> (Port to V8)
|
|
|
|
Maintainer
|
|
----------
|
|
|
|
.. image:: http://odoo-community.org/logo.png
|
|
:alt: Odoo Community Association
|
|
:target: http://odoo-community.org
|
|
|
|
This module is maintained by the OCA.
|
|
|
|
OCA, or the Odoo Community Association, is a nonprofit organization whose
|
|
mission is to support the collaborative development of Odoo features and
|
|
promote its widespread use.
|
|
|
|
To contribute to this module, please visit http://odoo-community.org.
|