Currency Exchange

Allows you to synchronize currencies with the selected bank API

• Description
• Configuration
• Exchange settings
• History

Description

PUQ Customization module WHMCS

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Currency Exchange

The CurrencyExchange extension is designed to manage currency exchange rates within the WHMCS (Web Host Manager Complete Solution) system. The main functionalities of this extension include:

1. API Integration for Currency Rates: The extension can connect to external APIs to fetch real-time currency exchange rates that are used within the system.
2. Currency Rate Settings Management: Administrators can configure which currencies to update and when, including the option to add a percentage markup to the actual rates for adjusted final values.
3. Saving Currency Rate History: Currency rates can be automatically saved in the database on a scheduled basis (CRON) or manually, allowing for tracking changes and analyzing historical data.
4. Interface for Managing Currency Rates: The extension provides an interface for viewing and editing current currency rates, as well as the history of their changes.

Additionally, the extension offers the ability to enable or disable its functionality, configure the API for currency synchronization, and manage language settings, making it adaptable to various user requirements and business processes.

 

Configuration

PUQ Customization module WHMCS

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On the "Configuration" page of the Currency Exchange, you are presented with a straightforward interface to manage the settings for Currency Exchange functionalities:

1. Enabled: This dropdown allows you to toggle the Currency Exchange feature on (YES) or off (NO). When set to 'YES', the Currency Exchange is active and can perform operations. If set to 'NO', the are disabled.

At the bottom of the page, the "Save Changes" button allows you to apply any adjustments you've made to the settings. It's crucial to click this after making changes to ensure that your preferences are stored and will be used in future operations.

Exchange settings

PUQ Customization module WHMCS

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The "Exchange Settings" page of the Currency Exchange extension is designed to manage the integration and settings related to currency exchange rates. Here's a detailed description of each component on this page:

1. API Link in JSON format: This input field allows users to specify the URL of the external API from which the system fetches the exchange rates. For example, the filled-in Polish Bank URL https://api.nbp.pl/api/exchangerates/tables/a/?format=json indicates the source API that returns the currency rates in JSON format.
2. Add Percentage to Rates: This numeric input allows the user to specify a percentage that is added on top of the fetched exchange rates. This can be used to cover additional charges or provide a buffer against rate fluctuations. The current setting shows "0%", indicating no additional percentage is added.
3. Update Exchange Rates Now: A dropdown menu that enables immediate updating of exchange rates. Options include "YES" and "NO", with the current selection being "NO". This setting controls whether the exchange rates should be updated immediately upon changing settings or submitting the form.
4. Update Exchange Rates with Daily CRON: Another dropdown menu that controls whether the exchange rates should be automatically updated on a daily basis using a CRON job. The options are "YES" and "NO", with "YES" currently selected, indicating daily automatic updates are enabled.
5. Type of Exchange Rate: This dropdown allows the selection between "Reverse exchange rate" and other methods of calculating the exchange rate to be used. The "Reverse exchange rate" option, which is currently selected, suggests that the system calculates and uses the inverse of the fetched exchange rate.
6. Now in Database: This section displays a list of currency codes and their corresponding rates currently stored in the database. Each row shows the currency code (like PLN, EUR, UAH, USD) alongside its rate, indicating what is currently used by the system.
7. Now in API: This section similarly lists currencies but shows the rates as they are fetched from the external API at the moment. It also displays the "Receive rate", which is the inverse or adjusted rate calculated based on the "Type of Exchange Rate" setting. For each currency code, the current rate and receive rate are shown, allowing users to compare these with what is stored in the database.
8. Save Changes Button: A button at the bottom of the form that users click to save all changes made to the settings on this page. When clicked, it also triggers any immediate actions selected, such as updating exchange rates now if that option is set to "YES".

This page is crucial for administrators who need to ensure that their currency exchange rates are up-to-date and accurately reflect any desired markups or adjustments. The clear separation of settings and real-time data presentation makes it a practical tool for managing financial transactions in different currencies.

 

 

 

History

PUQ Customization module WHMCS

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The "History" page within the Currency Exchange extension is a comprehensive tool that allows users to view and analyze the historical data of currency exchange rates. Here’s a detailed breakdown of the components on this page:

1. Date Selection: At the top of the page, there are dropdown menus for "Month" and "Year," allowing users to select a specific period for which they want to view exchange rate history. Once the desired month and year are selected, clicking the "Load Data" button will fetch the exchange rates for that period.
2. Graph of Changes in Exchange Rates: This is a line chart that visually represents the fluctuations in exchange rates over the selected period. Each currency has its own line with a distinct color, making it easy to track and compare their performance over time.
3. Detailed Rate Table: Below the graph, there's a table displaying detailed information about the exchange rates. The columns include:
   • Currency Code: Shows the three-letter code for each currency.
   • Price: The exchange rate of the currency against a base currency (not explicitly mentioned, likely to be the system’s default or primary currency).
   • Reverse Price: This column shows the inverse of the exchange rate, which could be useful for transactions where the inverse rate is more relevant.
   • Creation Date: Indicates the exact date and time when the rate was recorded or updated in the system.
4. Data Presentation: The table updates to reflect the data for the month and year selected through the dropdown menus at the top of the page. Each entry corresponds to a specific point in time, showing how exchange rates have been captured and stored systematically.

This "History" page is crucial for financial analysis and decision-making, providing a clear historical perspective on currency performance that can help in forecasting and financial planning. The integration of both graphical and tabular data presentation ensures that users can both visually appreciate trends and access precise numerical values for deeper analysis.