fix: created currency exchange doctype

This commit is contained in:
Shariq Ansari 2025-07-09 14:37:16 +05:30
parent f747e076ab
commit 1b0d966db0
5 changed files with 190 additions and 0 deletions

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// Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
// For license information, please see license.txt
frappe.ui.form.on("CRM Currency Exchange", {
refresh(frm) {
frm.add_custom_button(__("Update exchange rate"), () => {
frm.trigger("update_exchange_rate");
});
},
async update_exchange_rate(frm) {
let r = await frm.call("update_exchange_rate");
r.message && frappe.msgprint(__("Exchange rate updated successfully"));
}
});

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{
"actions": [],
"allow_rename": 1,
"autoname": "format:{from_currency}-{to_currency}",
"creation": "2025-07-09 11:21:32.170363",
"doctype": "DocType",
"engine": "InnoDB",
"field_order": [
"from_currency",
"column_break_knzx",
"to_currency",
"section_break_nsen",
"exchange_rate"
],
"fields": [
{
"fieldname": "from_currency",
"fieldtype": "Link",
"in_list_view": 1,
"label": "From Currency",
"options": "Currency"
},
{
"fieldname": "to_currency",
"fieldtype": "Link",
"in_list_view": 1,
"label": "To Currency",
"options": "Currency"
},
{
"description": "1 {from_currency} = {exchange_rate} {to_currency}. E.g. 1 USD = 84 INR",
"fieldname": "exchange_rate",
"fieldtype": "Float",
"in_list_view": 1,
"label": "Exchange Rate"
},
{
"fieldname": "column_break_knzx",
"fieldtype": "Column Break"
},
{
"fieldname": "section_break_nsen",
"fieldtype": "Section Break"
}
],
"grid_page_length": 50,
"index_web_pages_for_search": 1,
"links": [],
"modified": "2025-07-09 14:36:54.390864",
"modified_by": "Administrator",
"module": "FCRM",
"name": "CRM Currency Exchange",
"naming_rule": "Expression",
"owner": "Administrator",
"permissions": [
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "System Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales Manager",
"share": 1,
"write": 1
},
{
"create": 1,
"delete": 1,
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "Sales User",
"share": 1,
"write": 1
},
{
"email": 1,
"export": 1,
"print": 1,
"read": 1,
"report": 1,
"role": "All",
"share": 1
}
],
"row_format": "Dynamic",
"sort_field": "creation",
"sort_order": "DESC",
"states": []
}

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# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
# For license information, please see license.txt
import frappe
import requests
from frappe import _
from frappe.model.document import Document
class CRMCurrencyExchange(Document):
def validate(self):
if self.exchange_rate and self.exchange_rate <= 0:
frappe.throw(_("Exchange Rate must be a positive number."))
if self.from_currency == self.to_currency:
frappe.throw(_("From Currency and To Currency cannot be the same."))
def on_update(self):
if not self.exchange_rate:
self.update_exchange_rate()
if self.exchange_rate <= 0:
frappe.throw(_("Exchange Rate must be a positive number."))
@frappe.whitelist()
def update_exchange_rate(self):
exchange_rate = get_exchange_rate(self.from_currency, self.to_currency)
self.db_set("exchange_rate", exchange_rate)
return exchange_rate
def get_exchange_rate(from_currency, to_currency):
url = f"https://api.frankfurter.app/latest?from={from_currency}&to={to_currency}"
response = requests.get(url)
if response.status_code == 200:
data = response.json()
rate = data["rates"].get(to_currency)
return rate
else:
frappe.throw(_("Failed to fetch exchange rate from external API. Please try again later."))
return None

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# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and Contributors
# See license.txt
# import frappe
from frappe.tests import IntegrationTestCase, UnitTestCase
# On IntegrationTestCase, the doctype test records and all
# link-field test record dependencies are recursively loaded
# Use these module variables to add/remove to/from that list
EXTRA_TEST_RECORD_DEPENDENCIES = [] # eg. ["User"]
IGNORE_TEST_RECORD_DEPENDENCIES = [] # eg. ["User"]
class UnitTestCRMCurrencyExchange(UnitTestCase):
"""
Unit tests for CRMCurrencyExchange.
Use this class for testing individual functions and methods.
"""
pass
class IntegrationTestCRMCurrencyExchange(IntegrationTestCase):
"""
Integration tests for CRMCurrencyExchange.
Use this class for testing interactions between multiple components.
"""
pass