Currency conversion (#2258)

* Create readme.md

This script is designed to automatically convert the value of the Annual Budget field (annual_budget) from its original currency to USD. It uses the fx_currency and fx_rate tables to fetch the latest exchange rates and performs the conversion only when valid data is available. 🔍 Key Features:

Field Focus: Converts the annual_budget field based on the currency specified in budget_currency. Validation: Ensures both the currency code and amount are valid before proceeding. Currency Check: If the currency is already USD, it bypasses conversion. Exchange Rate Lookup: Retrieves the most recent exchange rates for both the source currency and USD. Conversion Logic: Applies the formula USD Amount=(Original AmountSource Rate)×USD Rate\text{USD Amount} = \left(\frac{\text{Original Amount}}{\text{Source Rate}}\right) \times \text{USD Rate}USD Amount=(Source RateOriginal Amount​)×USD Rate. Error Handling: Clears the USD field if any required data is missing or invalid.

This script ensures accurate and up-to-date currency conversion for budgeting purposes and is well-commented for maintainability and clarity

* Create currency conversion usd.js

Author: vijaykumar7177

Server-Side Components/Business Rules/Currency conversion to USD/currency conversion usd.js

@@ -0,0 +1,72 @@
+(function executeRule(current, previous /*null when async*/) {
+
+    // Extract the first 3 characters of the budget currency code (e.g., "INR", "EUR")
+    var currencyCode = current.budget_currency ? current.budget_currency.toString().substring(0, 3) : '';
+
+    // Convert the annual budget value to a float
+    var amount = parseFloat(current.annual_budget);//annual_budget is filed where we can enter amount
+
+    // Validate input: If currency code is missing or amount is not a valid number, clear the USD field and exit
+    if (!currencyCode || isNaN(amount)) {
+        current.u_annual_budget_usd = '';
+        return;
+    }
+
+    // If the currency is already USD, no conversion needed — store the original amount
+    if (currencyCode === 'USD') {
+        current.u_annual_budget_usd = amount;
+        return;
+    }
+
+    // Check if the currency exists in the fx_currency table
+    var currencyGR = new GlideRecord('fx_currency');
+    currencyGR.addQuery('code', currencyCode);
+    currencyGR.query();
+
+    // If currency is not found, clear the USD field and exit
+    if (!currencyGR.next()) {
+        current.u_annual_budget_usd = '';
+        return;
+    }
+
+    // Get the latest exchange rate for the selected currency from fx_rate table
+    var fxGR = new GlideRecord('fx_rate');
+    fxGR.addQuery('currency.code', currencyCode);
+    fxGR.orderByDesc('sys_updated_on'); // Sort by most recent update
+    fxGR.setLimit(1); // Limit to the latest record
+    fxGR.query();
+
+    // If no exchange rate found, clear the USD field and exit
+    if (!fxGR.next()) {
+        current.u_annual_budget_usd = '';
+        return;
+    }
+
+    var rate = parseFloat(fxGR.getValue('rate')); // Exchange rate for selected currency
+
+    // Get the latest exchange rate for USD from fx_rate table
+    var fxGR1 = new GlideRecord('fx_rate');
+    fxGR1.addQuery('currency.code', 'USD');
+    fxGR1.orderByDesc('sys_updated_on'); // Sort by most recent update
+    fxGR1.setLimit(1); // Limit to the latest record
+    fxGR1.query();
+
+    // If no USD exchange rate found, clear the USD field and exit
+    if (!fxGR1.next()) {
+        current.u_annual_budget_usd = '';
+        return;
+    }
+
+    var usdRate = parseFloat(fxGR1.getValue('rate')); // USD base rate
+
+    // Perform conversion only if both rates are valid and non-zero
+    if (!isNaN(rate) && !isNaN(usdRate) && rate !== 0) {
+        var convertedAmount = (amount / rate) * usdRate; // Convert to USD
+        current.u_annual_budget_usd = convertedAmount; // Store the converted value
+    } else {
+        gs.info("Invalid exchange rate values");
+        current.u_annual_budget_usd = '';
+    }
+
+})(current, previous);
+``

Server-Side Components/Business Rules/Currency conversion to USD/readme.md

@@ -1,12 +1,5 @@
-This script is designed to automatically convert the value of the Annual Budget field (annual_budget) from its original currency to USD. It uses the fx_currency and fx_rate tables to fetch the latest exchange rates and performs the conversion only when valid data is available.
-🔍 Key Features:
+This script is designed to automatically convert the value of the Annual Budget field (annual_budget) from its original currency to USD. It uses the fx_currency and fx_rate tables to fetch the latest exchange rates and performs the conversion only when valid data is available. 🔍 Key Features:
 
-Field Focus: Converts the annual_budget field based on the currency specified in budget_currency.
-Validation: Ensures both the currency code and amount are valid before proceeding.
-Currency Check: If the currency is already USD, it bypasses conversion.
-Exchange Rate Lookup: Retrieves the most recent exchange rates for both the source currency and USD.
-Conversion Logic: Applies the formula
-USD Amount=(Original AmountSource Rate)×USD Rate\text{USD Amount} = \left(\frac{\text{Original Amount}}{\text{Source Rate}}\right) \times \text{USD Rate}USD Amount=(Source RateOriginal Amount​)×USD Rate
-Error Handling: Clears the USD field if any required data is missing or invalid.
+Field Focus: Converts the annual_budget field based on the currency specified in budget_currency. Validation: Ensures both the currency code and amount are valid before proceeding. Currency Check: If the currency is already USD, it bypasses conversion. Exchange Rate Lookup: Retrieves the most recent exchange rates for both the source currency and USD. Conversion Logic: Applies the formula USD Amount=(Original AmountSource Rate)×USD Rate\text{USD Amount} = \left(\frac{\text{Original Amount}}{\text{Source Rate}}\right) \times \text{USD Rate}USD Amount=(Source RateOriginal Amount​)×USD Rate. Error Handling: Clears the USD field if any required data is missing or invalid.
 
-This script ensures accurate and up-to-date currency conversion for budgeting purposes and is well-commented for maintainability and clarity.
+This script ensures accurate and up-to-date currency conversion for budgeting purposes and is well-commented for maintainability and clarity