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Exchange rate plugin (#5667)

* Add plugin mixin class for supporting exchange rates

* Split some mixin classes out into their own files

- mixins.py is becoming quite bloated!

* Add some new settings for controlling currency updates

* Adds basic plugin implementation

* Refactor existing implementation

- Builtin plugin uses frankfurter.app API
- Better error / edge case handlign

* Add sample plugin for currency exchange

* Allow user to select which plugin to use for plugin updates

* Observe user-configured setting for how often exchange rates are updated

* Updates for some of the sample plugins

* Fix plugin slug

* Add doc page

* Document simple example

* Improve sample

* Add blank page for currency settings info

* More info in "config" page

* Update docs again

* Updated unit tests

* Fill out default settings values when InvenTree runs

* Add log messages

* Significant improvement in default settings speed

- Use bulk create
- Be efficient
- Dont' be inefficient

* More strict checks

* Refactor default values implementation

- Don't run at startup
- Run on list API
- Implement generic @classmethod
This commit is contained in:
Oliver
2023-10-05 21:19:28 +11:00
committed by GitHub
parent f5e8f27fcd
commit c7eb90347a
27 changed files with 760 additions and 405 deletions

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@ -95,6 +95,7 @@ Supported mixin classes are:
| [APICallMixin](./plugins/api.md) | Perform calls to external APIs |
| [AppMixin](./plugins/app.md) | Integrate additional database tables |
| [BarcodeMixin](./plugins/barcode.md) | Support custom barcode actions |
| [CurrencyExchangeMixin](./plugins/currency.md) | Custom interfaces for currency exchange rates |
| [EventMixin](./plugins/event.md) | Respond to events |
| [LabelPrintingMixin](./plugins/label.md) | Custom label printing support |
| [LocateMixin](./plugins/locate.md) | Locate and identify stock items |

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@ -0,0 +1,45 @@
---
title: Currency Exchange Mixin
---
## CurrencyExchangeMixin
The `CurrencyExchangeMixin` class enabled plugins to provide custom backends for updating currency exchange rate information.
Any implementing classes must provide the `update_exchange_rates` method. A simple example is shown below (with fake data).
```python
from plugin import InvenTreePlugin
from plugin.mixins import CurrencyExchangeMixin
class MyFirstCurrencyExchangePlugin(CurrencyExchangeMixin, InvenTreePlugin):
"""Sample currency exchange plugin"""
...
def update_exchange_rates(self, base_currency: str, symbols: list[str]) -> dict:
"""Update currency exchange rates.
This method *must* be implemented by the plugin class.
Arguments:
base_currency: The base currency to use for exchange rates
symbols: A list of currency symbols to retrieve exchange rates for
Returns:
A dictionary of exchange rates, or None if the update failed
Raises:
Can raise any exception if the update fails
"""
rates = {
'base_currency': 1.00
}
for sym in symbols:
rates[sym] = random.randrange(5, 15) * 0.1
return rates
```

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@ -31,7 +31,7 @@ from report.models import PurchaseOrderReport
class SampleReportPlugin(ReportMixin, InvenTreePlugin):
"""Sample plugin which provides extra context data to a report"""
NAME = "Report Plugin"
NAME = "Sample Report Plugin"
SLUG = "reportexample"
TITLE = "Sample Report Plugin"
DESCRIPTION = "A sample plugin which provides extra context data to a report"

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@ -0,0 +1,31 @@
---
title: Currency Support
---
## Currency Support
InvenTree provides support for multiple currencies, allowing pricing information to be stored with base currency rates.
### Configuration
To specify which currencies are supported, refer to the [currency configuration](../start/config.md#supported-currencies) section
### Currency Conversion
Currency conversion is provided via the [django-money](https://github.com/django-money/django-money) library. Pricing data can be converted seamlessly between the available currencies.
### Currency Rate Updates
Currency conversion rates are periodically updated, via an external currency exchange server. Out of the box, InvenTree uses the [frankfurter.app](https://www.frankfurter.app/) service, which is an open source currency API made freely available.
#### Custom Rate Updates
If a different currency exchange backend is needed, or a custom implementation is desired, the currency exchange framework can be extended [via plugins](../extend/plugins/currency.md). Plugins which implement custom currency exchange frameworks can be easily integrated into the InvenTree framework.
### Currency Settings
In the [settings screen](./global.md), under the *Pricing* section, the following currency settings are available:
{% with id="currency-settings", url="settings/currency.png", description="Currency Exchange Settings" %}
{% include 'img.html' %}
{% endwith %}

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@ -164,13 +164,20 @@ The following email settings are available:
The "sender" email address is the address from which InvenTree emails are sent (by default) and must be specified for outgoing emails to function:
!!! info "Fallback"
If `INVENTREE_EMAIL_SENDER` is not provided, the system will fall back to `INVENTREE_EMAIL_USERNAME` (if the username is a valid email address)
If `INVENTREE_EMAIL_SENDER` is not provided, the system will fall back to `INVENTREE_EMAIL_USERNAME` (if the username is a valid email address)
## Supported Currencies
The currencies supported by InvenTree must be specified in the [configuration file](#configuration-file).
A list of currency codes (e.g. *AUD*, *CAD*, *JPY*, *USD*) can be specified using the `currencies` variable.
A list of currency codes (e.g. *AUD*, *CAD*, *JPY*, *USD*) can be specified using the `currencies` variable (or using the `INVENTREE_CURRENCIES` environment variable).
| Environment Variable | Configuration File | Description | Default |
| --- | --- | --- | --- |
| INVENTREE_CURRENCIES | currencies | List of supported currencies| `AUD`, `CAD`, `CNY`, `EUR`, `GBP`, `JPY`, `NZD`, `USD` |
!!! tip "More Info"
Read the [currencies documentation](../settings/currency.md) for more information on currency support in InvenTree
## Allowed Hosts / CORS

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@ -162,6 +162,7 @@ nav:
- Error Logs: settings/logs.md
- Email: settings/email.md
- Background Tasks: settings/tasks.md
- Currency Support: settings/currency.md
- App:
- InvenTree App: app/app.md
- Connect: app/connect.md
@ -202,6 +203,7 @@ nav:
- API Mixin: extend/plugins/api.md
- App Mixin: extend/plugins/app.md
- Barcode Mixin: extend/plugins/barcode.md
- Currency Mixin: extend/plugins/currency.md
- Event Mixin: extend/plugins/event.md
- Label Printing Mixin: extend/plugins/label.md
- Locate Mixin: extend/plugins/locate.md