Author: |
Camptocamp,Odoo Community Association (OCA) |
License: |
AGPL-3 |
Branch: |
new_v9_port_currency_rate_update |
Repository: |
vrenaville/account-financial-tools |
Dependencies: |
account,
and
base |
Languages: |
PO File (4134, 82.9%),
Python (674, 13.5%),
XML (104, 2.1%),
and
reStructuredText (74, 1.5%) |
<img alt="License" src="https://img.shields.io/badge/licence-AGPL--3-blue.svg">
<a name="currency-rate-update"></a>
<h2>Currency Rate Update</h2>
<p>Import exchange rates from the Internet.</p>
<p>The module is able to use the following sources:</p>
<ol class="arabic simple">
<li>Admin.ch
Updated daily, source in CHF.</li>
<li>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.
<a class="reference external" href="http://www.ecb.europa.eu/stats/exchange/eurofxref/html/index.en.html">http://www.ecb.europa.eu/stats/exchange/eurofxref/html/index.en.html</a></li>
<li>Yahoo Finance
Updated daily</li>
<li>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).</li>
<li>Banxico for USD & MXN (created by Agustín Cruz)
Updated daily</li>
<li>Bank of Canada</li>
<li>National Bank of Romania (Banca Nationala a Romaniei)</li>
</ol>
<a name="configuration"></a>
<h2>Configuration</h2>
<p>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.</p>
<a name="usage"></a>
<h2>Usage</h2>
<p>The module supports multi-company currency in two ways:</p>
<ul class="simple">
<li>when currencies are shared, you can set currency update only on one
company</li>
<li>when currencies are separated, you can set currency on every company
separately</li>
</ul>
<p>A function field lets you know your currency configuration.</p>
<p>If in multi-company mode, the base currency will be the first company's
currency found in database.</p>
<a name="know-issues-roadmap"></a>
<h2>Know issues / Roadmap</h2>
<p>Roadmap:
* Google Finance.
* Updated daily from Citibank N.A., source in EUR. Information may be delayed.</p>
<blockquote>
This is parsed from an HTML page, so it may be broken at anytime.</blockquote>
<a name="bug-tracker"></a>
<h2>Bug Tracker</h2>
<p>Bugs are tracked on <a class="reference external" href="https://github.com/OCA/account-financial-tools/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 feedback
<a class="reference external" href="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**">here</a>.</p>
<a name="credits"></a>
<h2>Credits</h2>
<a name="contributors"></a>
<h3>Contributors</h3>
<ul class="simple">
<li>Joël Grand-Guillaume <<a class="reference external" href="mailto:joel.grandguillaume@camptocamp.com">joel.grandguillaume@camptocamp.com</a>></li>
<li>JB Aubort</li>
<li>Grzegorz Grzelak <<a class="reference external" href="mailto:grzegorz.grzelak@openglobe.pl">grzegorz.grzelak@openglobe.pl</a>> (ECB, NBP)</li>
<li>Alexis de Lattre <<a class="reference external" href="mailto:alexis@via.ecp.fr">alexis@via.ecp.fr</a>></li>
<li>Lorenzo Battistini <<a class="reference external" href="mailto:lorenzo.battistini@agilebg.com">lorenzo.battistini@agilebg.com</a>> (Port to V7)</li>
<li>Agustin Cruz <openpyme.mx> (BdM)</li>
<li>Dorin Hongu <<a class="reference external" href="mailto:dhongu@gmail.com">dhongu@gmail.com</a>> (BNR)</li>
<li>Fekete Mihai <<a class="reference external" href="mailto:feketemihai@gmail.com">feketemihai@gmail.com</a>> (Port to V8)</li>
<li>Vincent Renaville <<a class="reference external" href="mailto:vincent.renaville@camptocamp.com">vincent.renaville@camptocamp.com</a>> (Port to V9)</li>
</ul>
<a name="maintainer"></a>
<h3>Maintainer</h3>
<a class="reference external image-reference" href="http://odoo-community.org"><img alt="Odoo Community Association" src="http://odoo-community.org/logo.png" /></a>
<p>This module is maintained by the OCA.</p>
<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>To contribute to this module, please visit <a class="reference external" href="http://odoo-community.org">http://odoo-community.org</a>.</p>