Author: |
Blanco Martin & Asociados, Konos, Open Source Integrators, Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
12.0-fix-sii-folio |
Repository: |
bmya/l10n-chile |
Dependencies: |
base,
and
decimal_precision |
Languages: |
HTML (33, 9.0%),
PO File (31, 8.4%),
Python (120, 32.6%),
XML (55, 14.9%),
and
reStructuredText (129, 35.1%) |
Other branches: |
12.0 |
Other repositories: |
Consultoria-y-desarrollo-Quemari/l10n-chile,
KonaERP/l10n-chile,
OCA/l10n-chile,
SerpentConsultingServices/l10n-chile,
SetRac/l10n-chile,
SeuMarco/l10n-chile,
dreispt/l10n-chile,
florca1979/l10n-chile,
hpatelserpentcs/l10n-chile,
isos/l10n-chile,
lideritjnma/l10n-chile,
nikitavaghela/l10n-chile,
and
ursais/l10n-chile |
<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 > Technical > Parameters > System Parameters</li>
<li>Edit the key "sbif.financial.indicators.apikey"</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 & 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 & Asociados EIRL <<a class="reference external" href="http://blancomartin.cl">http://blancomartin.cl</a>><ul>
<li>Daniel Blanco <<a class="reference external" href="mailto:daniel@blancomartin.cl">daniel@blancomartin.cl</a>></li>
</ul>
</li>
<li>Konos <<a class="reference external" href="https://www.konos.cl">https://www.konos.cl</a>><ul>
<li>Nelson Ramirez <<a class="reference external" href="mailto:nelsonramirezs@konos.cl">nelsonramirezs@konos.cl</a>></li>
</ul>
</li>
<li>Open Source Integrators <<a class="reference external" href="https://www.opensourceintegrators.com">https://www.opensourceintegrators.com</a>><ul>
<li>Maxime Chambreuil <<a class="reference external" href="mailto:mchambreuil@opensourceintegrators.com">mchambreuil@opensourceintegrators.com</a>></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>