Rate sources

This page is intended to systematize all rates (quotes) by logical categories. Groups are needed so that the administrator can quickly navigate dozens or hundreds of rates, filter them and find the exact one that needs editing. It's a kind of "folders" or "tags" for quotes.

Detailed description of interface elements:

  1. Page title "Groups":

    • Clearly indicates that we are in the group management section, which is a subsection of the "Currency Rates" menu.

  2. The "+ Add" button in the top right corner:

    • Main call-to-action button. Clicking it initiates the creation of a new group by opening a modal window with a form to fill out.

  3. Table of existing groups:

    • Displays the full list of all groups created in the system. Each row is a separate group. The columns provide the following information:

    • ID: A unique numeric identifier of the group in the database. Used by the system for internal references. Sorted by default in ascending order (from oldest to newest).

    • Name: The most important field. Displays the name assigned to the group. This name will appear in the "Group" dropdown when creating and editing quotes (as on the previous “Quote” topic). The name should be clear and informative (for example, "USDT directions", "BTC directions", "UAH Fiat").

    • Actions ("Operations" column):

      • Pencil icon (Edit): Clicking this icon opens a modal window to edit the selected group, where you can change its name and status.

      • Trash icon (Delete): Deletes the selected group from the system. Important caveat: A group can only be deleted if no quotes are linked to it. The system will not allow deleting a group that is in use to avoid breaking data integrity. If you try to do so, an error message will appear.

Practical use: The administrator visits this page when they need to create a new category for future quotes (for example, a new asset is launched — DOGE, and a "DOGE directions" group is needed), or when they need to adjust the name of an existing group for better readability.

Practical example of creating a group:

  1. The admin plans to add a number of new directions for the stablecoin USDC.

  2. They go to the section Rates → Groups.

  3. Clicks the "+ Add" button.

  4. In the "Name" field they enter "USDC Directions" and add a short description.

  5. Clicks the "Save ✅" button.

Now, when creating a new quote (for example, for the USDC->UAH direction), they will be able to select the newly created "USDC Directions" group in the "Group" field, which will allow convenient filtering and finding all USDC-related rates on the main quotes page.

  • Sources of rates

Managing rate sources

Section purpose: The "Rate Sources" section is designed to integrate your exchanger with external platforms and exchanges to automatically receive up-to-date currency rates. Instead of manually updating each quote, you can connect an external data source (for example, an XML file in BestChange format from another exchange service or exchange), and the system will regularly (at a certain frequency) download rates from there and update your exchange directions. This ensures the competitiveness and relevance of your offers.

The page contains a table with all configured sources and a button to add new ones.

Description of elements:

  1. "+ Add" button in the top right corner:

    • This button opens a form to add a new rate source. It is your main tool for connecting new external data providers.

  2. Table of existing sources:

    • This table lists all the sources you have already added to the system. Each row contains information about one source. The table columns:

    • ID: A unique numeric identifier of the record in the system. It is assigned automatically and helps technical support identify the source when resolving issues.

    • Name: The name of the source you set when creating it. The name should be clear and descriptive so you can easily identify the source (for example, "BestChange_Listing_USD", "NBU Rates").

    • Link to source: This is the most important field. It displays the URL address where the system finds the XML file in the required format (usually BestChange). It is at this address that the data is read from.

    • Enabled: Source status indicator. Has two values:

      • Enabled (ON): The source is active. The system regularly checks and downloads data from it, updating the corresponding quotes.

      • Disabled (OFF): The source is suspended. The system ignores it, and data is not updated. This is useful for temporarily disabling a source without deleting it.

    • Actions (Last column):

      • Pencil icon (Edit): Allows making changes to the settings of the selected source (change name, link, or status).

      • Trash icon (Delete): Deletes the source from the system.

How to add a new rate source: Form explanation

  1. Click the "+ Add" button.

  2. A form will open. It has three main fields:

    • "Name" field:

      • What is it? This is the name of your source inside the admin panel.

      • How to fill it? Come up with a clear and descriptive name. For example, BestChange: USDT to UAH or Binance Rates (BTC/USDT). This will help you quickly find the needed source in a large list.

    • "Link to source" field:

      • What is it? The URL address of a public XML file that contains rate data in the format required by the system (most often it mimics BestChange format).

      • How to fill it? You need to get this link from your partner, exchange, or find a public data source that provides information in a compatible format. Example: https://partner.service.com/export.xml

      • Important! Make sure the source is reliable and reachable. The stability of your rate updates depends on this.

    • "Enabled" toggle:

      • What is it? An option that determines whether the source will be active immediately after creation.

      • How to choose?

        • Yes (ON): Choose this if you are confident in the correctness of the link and want the system to start updating rates from this source immediately.

        • No (OFF): Choose this if you are just testing or want to add the source "for backup" but activate it later.

  3. Click the "Save ✅" button to add the source to the system.

How does it work in practice?

  1. You add a source (for example, a link to an XML with rates from a partner).

  2. The system (usually at intervals, for example every 30 seconds) automatically requests the specified URL, downloads the file and parses it.

  3. Finding a match between the currencies in your system and the currencies in the source file, the system updates the formula values in your quotes.

  4. When the end user opens the exchanger site, they see up-to-date rates that were automatically retrieved from the external source.

Critically important warnings for a new administrator:

  • Source reliability: The quality and availability of the external source is your priority. If it "goes down", your rates will stop updating.

  • Data format: The system expects data in a strictly defined format. Before adding, make sure your link provides data in the required form (usually BestChange-compatible XML).

  • Testing: Always first test a new source by creating a test quote and ensuring that the data updates correctly and without errors.

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