<h1 class="title">Update Exchange Rates from SBIF</h1> <p><a class="reference external" href="https://odoo-community.org/page/development-status"><img alt="Beta" src="https://img.shields.io/badge/maturity-Beta-yellow.png" /></a> <a class="reference external" href="http://www.gnu.org/licenses/agpl-3.0-standalone.html"><img alt="License: AGPL-3" src="https://img.shields.io/badge/licence-AGPL--3-blue.png" /></a> <a class="reference external" href="https://github.com/OCA/l10n-chile/tree/12.0/l10n_cl_currency_rate_sbif"><img alt="OCA/l10n-chile" src="https://img.shields.io/badge/github-OCA%2Fl10n--chile-lightgray.png?logo=github" /></a> <a class="reference external" href="https://translation.odoo-community.org/projects/l10n-chile-12-0/l10n-chile-12-0-l10n_cl_currency_rate_sbif"><img alt="Translate me on Weblate" src="https://img.shields.io/badge/weblate-Translate%20me-F47D42.png" /></a> <a class="reference external" href="https://runbot.odoo-community.org/runbot/236/12.0"><img alt="Try me on Runbot" src="https://img.shields.io/badge/runbot-Try%20me-875A7B.png" /></a></p> <p>This module allows you to update the exchange rate for the following currencies used in Chile:</p> <ul class="simple"> <li>US Dollar</li> <li>Euro</li> <li>UF</li> <li>UTM</li> </ul> <p>using <a class="reference external" href="https://www.sbif.cl">SBIF</a> web services.</p> <p><strong>Table of contents</strong></p> <div class="contents local topic" id="contents"> <ul class="simple"> <li><a class="reference internal" href="#installation" id="id1">Installation</a><ul> <li><a class="reference internal" href="#upgrade" id="id2">Upgrade</a></li> </ul> </li> <li><a class="reference internal" href="#configuration" id="id3">Configuration</a></li> <li><a class="reference internal" href="#usage" id="id4">Usage</a></li> <li><a class="reference internal" href="#known-issues-roadmap" id="id5">Known issues / Roadmap</a></li> <li><a class="reference internal" href="#changelog" id="id6">Changelog</a></li> <li><a class="reference internal" href="#bug-tracker" id="id7">Bug Tracker</a></li> <li><a class="reference internal" href="#credits" id="id8">Credits</a><ul> <li><a class="reference internal" href="#authors" id="id9">Authors</a></li> <li><a class="reference internal" href="#contributors" id="id10">Contributors</a></li> <li><a class="reference internal" href="#maintainers" id="id11">Maintainers</a></li> </ul> </li> </ul> </div> <a name="installation"></a> <h2><a class="toc-backref" href="#id1">Installation</a></h2> <p>We recommend you also install the following modules for a better experience:</p> <ul class="simple"> <li>account_invoice_prices_update (purchases)</li> <li>base_currency_inverse_rate (to see the inverse rate, which is always more familiar to your brain)</li> </ul> <a name="upgrade"></a> <h3><a class="toc-backref" href="#id2">Upgrade</a></h3> <p>If you are upgrading from previous versions, we advise you to delete the UF and UTM currencies. This way the external reference name will be correctly established.</p> <a name="configuration"></a> <h2><a class="toc-backref" href="#id3">Configuration</a></h2> <p>To configure this module</p> <ul class="simple"> <li>Get your own API key from <a class="reference external" href="http://api.sbif.cl/api/">http://api.sbif.cl/api/</a></li> <li>Go to Settings</li> <li>Activate the develop mode</li> <li>Go to Settings &gt; Technical &gt; Parameters &gt; System Parameters</li> <li>Edit the key &quot;sbif.financial.indicators.apikey&quot;</li> <li>Enter your API key in the value</li> </ul> <a name="usage"></a> <h2><a class="toc-backref" href="#id4">Usage</a></h2> <ul class="simple"> <li>Go to Accounting</li> <li>Create a multi-currency transaction (customer invoice or vendor bill) to use the exchange rate given by SBIF</li> </ul> <a name="known-issues-roadmap"></a> <h2><a class="toc-backref" href="#id5">Known issues / Roadmap</a></h2> <ul class="simple"> <li>Launch a wizard during the installation to add your API key</li> <li>Use the Automatic Exchange Rate Update in the Accounting Settings</li> </ul> <a name="changelog"></a> <h2 class="with-subtitle"><a class="toc-backref" href="#id6">Changelog</a></h2> <h2 class="section-subtitle" id="version-1-0"><span class="section-subtitle">Version 1.0</span></h2> <p>Enhancements of this version</p> <ol class="arabic simple"> <li>Ensure that base currency is set to CLP</li> <li>Adds UF y UTM as currencies. In case they have been deleted, it also adds USD and EUR</li> <li>Allow to manage update of each currency manually.</li> <li>It makes calculation with needed precision.</li> <li>Dependency: this module depends on a generic webservices module, which acts as a repository for more webservices (webservices_generic) webservices_generic allows to add several kind of webservices you could need inside Odoo.</li> </ol> <a name="bug-tracker"></a> <h2><a class="toc-backref" href="#id7">Bug Tracker</a></h2> <p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/l10n-chile/issues">GitHub Issues</a>. 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 <a class="reference external" href="https://github.com/OCA/l10n-chile/issues/new?body=module:%20l10n_cl_currency_rate_sbif%0Aversion:%2012.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**">feedback</a>.</p> <p>Do not contact contributors directly about support or help with technical issues.</p> <a name="credits"></a> <h2><a class="toc-backref" href="#id8">Credits</a></h2> <a name="authors"></a> <h3><a class="toc-backref" href="#id9">Authors</a></h3> <ul class="simple"> <li>Blanco Martin &amp; Asociados</li> <li>Konos</li> <li>Open Source Integrators</li> </ul> <a name="contributors"></a> <h3><a class="toc-backref" href="#id10">Contributors</a></h3> <ul class="simple"> <li>Blanco Martin &amp; Asociados EIRL &lt;<a class="reference external" href="http://blancomartin.cl">http://blancomartin.cl</a>&gt;<ul> <li>Daniel Blanco &lt;<a class="reference external" href="mailto:daniel&#64;blancomartin.cl">daniel&#64;blancomartin.cl</a>&gt;</li> </ul> </li> <li>Konos &lt;<a class="reference external" href="https://www.konos.cl">https://www.konos.cl</a>&gt;<ul> <li>Nelson Ramirez &lt;<a class="reference external" href="mailto:nelsonramirezs&#64;konos.cl">nelsonramirezs&#64;konos.cl</a>&gt;</li> </ul> </li> <li>Open Source Integrators &lt;<a class="reference external" href="https://www.opensourceintegrators.com">https://www.opensourceintegrators.com</a>&gt;<ul> <li>Maxime Chambreuil &lt;<a class="reference external" href="mailto:mchambreuil&#64;opensourceintegrators.com">mchambreuil&#64;opensourceintegrators.com</a>&gt;</li> </ul> </li> </ul> <a name="maintainers"></a> <h3><a class="toc-backref" href="#id11">Maintainers</a></h3> <p>This module is maintained by the OCA.</p> <a class="reference external image-reference" href="https://odoo-community.org"><img alt="Odoo Community Association" src="https://odoo-community.org/logo.png" /></a> <p>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.</p> <p>Current <a class="reference external" href="https://odoo-community.org/page/maintainer-role">maintainer</a>:</p> <p><a class="reference external" href="https://github.com/danisan"><img alt="danisan" src="https://github.com/danisan.png?size=40px" /></a></p> <p>This module is part of the <a class="reference external" href="https://github.com/OCA/l10n-chile/tree/12.0/l10n_cl_currency_rate_sbif">OCA/l10n-chile</a> project on GitHub.</p> <p>You are welcome to contribute. To learn how please visit <a class="reference external" href="https://odoo-community.org/page/Contribute">https://odoo-community.org/page/Contribute</a>.</p>