fix: created currency exchange doctype
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crm/fcrm/doctype/crm_currency_exchange/__init__.py
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crm/fcrm/doctype/crm_currency_exchange/__init__.py
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// Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
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// For license information, please see license.txt
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frappe.ui.form.on("CRM Currency Exchange", {
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refresh(frm) {
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frm.add_custom_button(__("Update exchange rate"), () => {
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frm.trigger("update_exchange_rate");
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});
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},
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async update_exchange_rate(frm) {
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let r = await frm.call("update_exchange_rate");
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r.message && frappe.msgprint(__("Exchange rate updated successfully"));
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}
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});
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{
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"actions": [],
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"allow_rename": 1,
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"autoname": "format:{from_currency}-{to_currency}",
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"creation": "2025-07-09 11:21:32.170363",
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"doctype": "DocType",
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"engine": "InnoDB",
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"field_order": [
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"from_currency",
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"column_break_knzx",
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"to_currency",
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"section_break_nsen",
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"exchange_rate"
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],
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"fields": [
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{
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"fieldname": "from_currency",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "From Currency",
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"options": "Currency"
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},
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{
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"fieldname": "to_currency",
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"fieldtype": "Link",
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"in_list_view": 1,
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"label": "To Currency",
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"options": "Currency"
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},
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{
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"description": "1 {from_currency} = {exchange_rate} {to_currency}. E.g. 1 USD = 84 INR",
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"fieldname": "exchange_rate",
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"fieldtype": "Float",
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"in_list_view": 1,
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"label": "Exchange Rate"
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},
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{
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"fieldname": "column_break_knzx",
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"fieldtype": "Column Break"
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},
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{
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"fieldname": "section_break_nsen",
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"fieldtype": "Section Break"
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}
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],
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"grid_page_length": 50,
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"index_web_pages_for_search": 1,
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"links": [],
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"modified": "2025-07-09 14:36:54.390864",
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"modified_by": "Administrator",
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"module": "FCRM",
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"name": "CRM Currency Exchange",
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"naming_rule": "Expression",
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"owner": "Administrator",
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"permissions": [
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "System Manager",
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"share": 1,
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"write": 1
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},
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "Sales Manager",
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"share": 1,
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"write": 1
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},
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{
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"create": 1,
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"delete": 1,
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "Sales User",
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"share": 1,
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"write": 1
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},
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{
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"email": 1,
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"export": 1,
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"print": 1,
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"read": 1,
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"report": 1,
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"role": "All",
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"share": 1
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}
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],
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"row_format": "Dynamic",
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"sort_field": "creation",
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"sort_order": "DESC",
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"states": []
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}
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# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and contributors
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# For license information, please see license.txt
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import frappe
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import requests
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from frappe import _
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from frappe.model.document import Document
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class CRMCurrencyExchange(Document):
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def validate(self):
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if self.exchange_rate and self.exchange_rate <= 0:
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frappe.throw(_("Exchange Rate must be a positive number."))
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if self.from_currency == self.to_currency:
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frappe.throw(_("From Currency and To Currency cannot be the same."))
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def on_update(self):
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if not self.exchange_rate:
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self.update_exchange_rate()
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if self.exchange_rate <= 0:
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frappe.throw(_("Exchange Rate must be a positive number."))
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@frappe.whitelist()
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def update_exchange_rate(self):
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exchange_rate = get_exchange_rate(self.from_currency, self.to_currency)
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self.db_set("exchange_rate", exchange_rate)
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return exchange_rate
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def get_exchange_rate(from_currency, to_currency):
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url = f"https://api.frankfurter.app/latest?from={from_currency}&to={to_currency}"
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response = requests.get(url)
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if response.status_code == 200:
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data = response.json()
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rate = data["rates"].get(to_currency)
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return rate
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else:
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frappe.throw(_("Failed to fetch exchange rate from external API. Please try again later."))
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return None
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@ -0,0 +1,29 @@
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# Copyright (c) 2025, Frappe Technologies Pvt. Ltd. and Contributors
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# See license.txt
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# import frappe
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from frappe.tests import IntegrationTestCase, UnitTestCase
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# On IntegrationTestCase, the doctype test records and all
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# link-field test record dependencies are recursively loaded
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# Use these module variables to add/remove to/from that list
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EXTRA_TEST_RECORD_DEPENDENCIES = [] # eg. ["User"]
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IGNORE_TEST_RECORD_DEPENDENCIES = [] # eg. ["User"]
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class UnitTestCRMCurrencyExchange(UnitTestCase):
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"""
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Unit tests for CRMCurrencyExchange.
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Use this class for testing individual functions and methods.
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"""
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pass
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class IntegrationTestCRMCurrencyExchange(IntegrationTestCase):
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"""
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Integration tests for CRMCurrencyExchange.
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Use this class for testing interactions between multiple components.
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"""
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pass
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