Automated Scheduling

Daily, weekly, or monthly cadence per company with automatic next-run calculation and one-click manual refresh.

Multi-Provider Support

Fetch rates from ECB, Banxico, Bank of Canada, FTA, XE.com, Open Exchange Rates, and Fixer.io with provider fallback.

AI Health Monitoring

Queue AI jobs to evaluate provider uptime, stale rates, and data gaps - proactive treasury alerts.

Real-Time Alerting

Warn accounting teams when providers respond with empty payloads or when deprecated sources are selected.

Status Dashboard

Track provider, base currency, last sync, and next run per company from a single consolidated view.

Multi-Company Isolation

Each company maintains its own provider, base currency, and rate history without data leaks.

Unified Currency Operations Console

Track provider, base currency, next run, and last sync status without leaving Accounting › Settings.

Automated Interval Controls

Daily, weekly, monthly, or manual cadence per company with automatic next-run calculation.

AI Sync Health Checks

Queue AI jobs to evaluate provider uptime, stale rates, and data gaps in seconds.

Real-Time Alerting

Warn users when Yahoo is selected or when providers respond with empty payloads.

Historical Rate Preservation

Writes normalized rates per date, currency, and company while retaining audit trails.

Provider Fallback Handling

Timeouts, malformed payloads, and discontinued services are handled gracefully with logging.

Multi-Company Isolation

Each company maintains its own provider, base currency, and rate history without leaks.

One-Click Manual Refresh

Accounting teams can fetch fresh rates instantly from Settings with user feedback.

Compliance-Friendly Logging

Detailed Python logging makes audits simple-know when, why, and how each rate arrived.

Installation & Setup

1. Install the module: Go to Apps -> Search for "oe_currency_rate_sync" -> Click Install
2. Configure permissions: Ensure Accounting Managers can access Settings and manual update actions
3. Initial configuration: Open Accounting › Settings and choose your provider and scheduling interval

Basic Usage

1. Set providers per company: Pick the central bank or data source that matches each entity
2. Run a manual sync: Click Update now to fetch the latest rates and verify results
3. Review scheduled runs: Confirm the next execution date fits your reporting cadence
4. Analyze AI feedback: Use the AI Analysis button on the company form to generate sync recommendations

Tips & Best Practices

• Align update frequency with your month-end close calendar
• Enable logging in production to capture provider response issues
• Pair with cash flow forecasts to model FX impact on receivables
• Combine with oe_ai_job_base automations for proactive treasury alerts

Important Notes

Ensure each company has its base currency defined. Banxico support requires the optional suds-py3 Python package to be installed on the server.

Q: Which Odoo editions and versions are supported?

A: Currency Rate Sync supports Odoo 12 Community and Enterprise with the standard Accounting application installed. The module depends on account, base, and oe_ai_job_base.

Q: How do I add a new rate provider?

A: You can extend the res.company model and implement a _parse_providername_data method. Reuse the existing parser pattern-return a dictionary of currency codes mapped to rate/date tuples and register the option on the selection field.

Q: What happens if a provider temporarily fails?

A: The module logs the failure, skips stale data, and retains the prior day’s rate. You can run a manual refresh or switch providers while issues are resolved; AI health checks will highlight persistent errors.

Why Choose Odoo Engineering