Average rate chain recalculation — behaviour
The preview and apply modes of the average rate endpoint, the closed-period protection, the tables involved and the rights.
After a bank account or cash register, a currency and a period are chosen, the finance/transaction.avgrate endpoint calls recalcAvgRateChain(); the same call gives a preview or performs the change (preview switch).
Process
- The chain starts from the latest year-end revaluation; the period only narrows the rows shown.
- In preview nothing is written; the response gives the number of checked and changing items and the ledger differences.
- On apply the carrying values and the HUF value of the marked outgoing bank items are rewritten; the HUF amount of settlement rows belonging to an invoice in another currency is not changed.
- A closed accounting period (
period_lock) is not modified; such differences are counted separately.
Data model
Table names carry the installation's own prefix in the database: transaction, transaction_item, period_lock.
Permissions
- core
modify+avgrate(legacy permission table only,permission_avgrate_v1.sql). - Content scope: the account's client must be in the user's scope.
- Errors:
error_avgrate_account,error_avgrate_currency,error_avgrate_failed.