Using Monetary Update on Records

When the functionality is implemented in a model, you will typically use a wizard to apply monetary corrections. The wizard allows you to:

1. Select a Monetary Index: Choose the economic index to use for correction (e.g., SELIC, IPCA, INPC)
2. Set the Start Date: Define the original date of the monetary value
3. Set the End Date: Define the date to which you want to correct the value
4. Preview Changes: Review the updated values and percentage changes before applying
5. Apply Correction: Confirm to update the monetary values

Note: The exact workflow and access method depends on how each specific module implements the monetary update functionality. Refer to the documentation of the module you are using for detailed instructions.

Managing Monetary Indexes

1. Go to Settings > Monetary Indexes
2. Click Create to add a new index
3. Fill in the fields:
   • Name: Index name (e.g., “SELIC”)
   • Code: Unique code (e.g., “selic”)
   • Authority: Issuing authority (e.g., “BACEN”, “IBGE”)
   • Country: Country associated with the index
   • Description: Detailed information about the index

Managing Historical Rates

1. Open a monetary index form
2. Go to the Rates tab
3. Add historical rates:
   • Date: Effective date of the rate
   • Value: Percentage value of the rate
   • Source: Data source (optional)
   • Note: Additional notes (optional)

1. Add Dependency

In your module’s __manifest__.py:

{
    "name": "Your Module",
    "depends": [
        "base_module",  # your existing dependencies
        "monetary_index_update",
    ],
    # ...
}

2. Extend Your Model

Inherit from monetary.update.service and specify which fields should be tracked:

from odoo import models, fields

class YourModel(models.Model):
    _name = "your.model"
    _inherit = ["your.model", "monetary.update.service"]

    # Define which monetary fields should be updatable
    _fields_to_track = ["unit_price", "total_amount"]

    # Your model fields and methods...

3. Add UI Access

Provide a way for users to trigger the monetary update wizard. This can be done through:

Option A - Button in tree/form view:

<record id="view_your_model_tree_monetary" model="ir.ui.view">
    <field name="name">your.model.tree.monetary</field>
    <field name="model">your.parent.model</field>
    <field name="inherit_id" ref="your_module.view_your_model_tree"/>
    <field name="arch" type="xml">
        <xpath expr="//field[@name='line_ids']/tree" position="inside">
            <button name="monetary_update_fields_by_index_wizard"
                    type="object"
                    icon="fa-calculator"
                    title="Update by Monetary Index"/>
        </xpath>
    </field>
</record>

Option B - Action in context menu, or any other UI pattern that fits your use case.

4. Using the Service Programmatically (Optional)

You can also use the monetary update service directly in your code:

# Calculate updated amount
updated_amount = self.env["monetary.update.service"].compute_updated_amount(
    index_code="selic",
    amount=1000.00,
    start_date="2023-01-01",
    end_date="2024-01-01",
)

Key Points

• The _fields_to_track attribute defines which monetary fields can be updated
• The wizard (monetary_update_fields_by_index_wizard) is automatically available once you inherit from monetary.update.service
• Users need appropriate permissions to see and use the monetary update functionality
• The wizard provides a preview before applying changes, allowing users to review the updated values

Refer to the source code and tests for complete implementation examples.