18.0 pl consistency check final

README.md

@@ -1,3 +1,6 @@
+[![Support the OCA](https://odoo-community.org/readme-banner-image)](https://odoo-community.org/get-involved?utm_source=repo-readme)
+
+# MIS Builder
 
 [![Runboat](https://img.shields.io/badge/runboat-Try%20me-875A7B.png)](https://runboat.odoo-community.org/builds?repo=OCA/mis-builder&target_branch=18.0)
 [![Pre-commit Status](https://github.com/OCA/mis-builder/actions/workflows/pre-commit.yml/badge.svg?branch=18.0)](https://github.com/OCA/mis-builder/actions/workflows/pre-commit.yml?query=branch%3A18.0)
@@ -7,8 +10,6 @@
 
 <!-- /!\ do not modify above this line -->
 
-# MIS Builder
-
 Management Information System reports for Odoo: easily build super fast,
 beautiful, custom reports such as P&L, Balance Sheets and more.
 
@@ -50,8 +51,8 @@ Available addons
 ----------------
 addon | version | maintainers | summary
 --- | --- | --- | ---
-[mis_builder](mis_builder/) | 18.0.1.2.1 | <a href='https://github.com/sbidoul'><img src='https://github.com/sbidoul.png' width='32' height='32' style='border-radius:50%;' alt='sbidoul'/></a> | Build 'Management Information System' Reports and Dashboards
-[mis_builder_budget](mis_builder_budget/) | 18.0.1.0.2 | <a href='https://github.com/sbidoul'><img src='https://github.com/sbidoul.png' width='32' height='32' style='border-radius:50%;' alt='sbidoul'/></a> | Create budgets for MIS reports
+[mis_builder](mis_builder/) | 18.0.1.8.0 | <a href='https://github.com/sbidoul'><img src='https://github.com/sbidoul.png' width='32' height='32' style='border-radius:50%;' alt='sbidoul'/></a> | Build 'Management Information System' Reports and Dashboards
+[mis_builder_budget](mis_builder_budget/) | 18.0.2.0.0 | <a href='https://github.com/sbidoul'><img src='https://github.com/sbidoul.png' width='32' height='32' style='border-radius:50%;' alt='sbidoul'/></a> | Create budgets for MIS reports
 [mis_builder_demo](mis_builder_demo/) | 18.0.1.0.0 | <a href='https://github.com/sbidoul'><img src='https://github.com/sbidoul.png' width='32' height='32' style='border-radius:50%;' alt='sbidoul'/></a> | Demo addon for MIS Builder
 
 [//]: # (end addons)

docs/usage.rst

@@ -169,15 +169,19 @@ Building your KPI
 Expressions can be any valid python expressions.
 
 The following special elements are recognized in the expressions to compute accounting
-data: {bal|crd|deb}{pieu}[account selector][journal items domain].
-
-* bal, crd, deb: balance, debit, credit.
-* p, i, e: respectively variation over the period, initial balance, ending balance
-* The account selector is a like expression on the account code (eg 70%, etc).
+data: ``{bal|crd|deb|pbal|nbal|fld}{pieu}(.fieldname)?[account selector][journal items domain]``.
+
+* ``bal``, ``crd``, ``deb``: balance, debit, credit.
+* ``pbal``, ``nbal``: positive and negative balances only
+* ``fld``: custom numerical field
+* ``p``, ``i``, ``e``: respectively variation over the period, initial balance, ending balance
+* .fieldname: when ``fld`` is used, the field name to use (eg ``fldp.quantity``).
+* The account selector is a like expression on the account code (eg ``[70%]``, etc),
+  or a domain over accounts (eg ``[("tag_ids.name", "=", "mytag")]``).
 * The journal items domain is an Odoo domain filter on journal items.
-* balu[]: (u for unallocated) is a special expression that shows the unallocated
+* ``balu[]``: (u for unallocated) is a special expression that shows the unallocated
   profit/loss of previous fiscal years.
-* Expression can also involve other KPI and query results by name (eg kpi1 + kpi2).
+* Expression can also involve other KPI and query results by name (eg ``kpi1 + kpi2``).
 
 Additionally following variables are available in the evaluation context:
 
@@ -188,16 +192,18 @@ Additionally following variables are available in the evaluation context:
 
 Examples
 ********
-* bal[70]: variation of the balance of account 70 over the period (it is the same as balp[70].
-* bali[70,60]: initial balance of accounts 70 and 60.
-* bale[1%]: balance of accounts starting with 1 at end of period.
-* crdp[40%]: sum of all credits on accounts starting with 40 during the period.
-* debp[55%][('journal_id.code', '=', 'BNK1')]: sum of all debits on accounts 55 and
+* ``bal[70]``: variation of the balance of account 70 over the period (it is the same as balp[70].
+* ``bali[70,60]``: initial balance of accounts 70 and 60.
+* ``bale[1%]``: balance of accounts starting with 1 at end of period.
+* ``crdp[40%]``: sum of all credits on accounts starting with 40 during the period.
+* ``debp[55%][('journal_id.code', '=', 'BNK1')]``: sum of all debits on accounts 55 and
   journal BNK1 during the period.
-* balp[('user_type_id', '=', ref('account.data_account_type_receivable').id)][]:
+* ``balp[('user_type_id', '=', ref('account.data_account_type_receivable').id)][]``:
   variation of the balance of all receivable accounts over the period.
-* balp[][('tax_line_id.tag_ids', '=', ref('l10n_be.tax_tag_56').id)]: balance of move
+* ``balp[][('tax_line_id.tag_ids', '=', ref('l10n_be.tax_tag_56').id)]``: balance of move
   lines related to tax grid 56.
+* ``fldp.quantity[60%]``: sum of the quantity field of all move lines on accounts starting
+  with 60.
 
 Expansion of Account Detail
 ---------------------------

mis_builder/README.rst

@@ -11,7 +11,7 @@ MIS Builder
    !! This file is generated by oca-gen-addon-readme !!
    !! changes will be overwritten.                   !!
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
-   !! source digest: sha256:b45e56b4c4c7506c74b119c529cd2c75225b4e401041db3b5e72057ff18eb1e0
+   !! source digest: sha256:348d965e2a09fab00a015432f994ba12048c05a1387271683d815753eae84af5
    !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
 
 .. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
@@ -77,6 +77,12 @@ To configure this module, you need to:
 
 |image3|
 
+- On the MIS Reports view, you can add annotations on each cells (except
+  cells coming from the option "details by account"). Added notes will
+  be pinted when exporting to PDF and Excel. Only users having either
+  the group to read or the group to update annotations can see those
+  annotations.
+
 .. |image1| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_template.png
 .. |image2| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_settings.png
 .. |image3| image:: https://raw.githubusercontent.com/OCA/mis-builder/10.0/mis_builder/static/description/ex_report_preview.png
@@ -104,6 +110,25 @@ can be found on GitHub.
 Changelog
 =========
 
+18.0.1.7.2 (2025-10-29)
+-----------------------
+
+Bugfixes
+~~~~~~~~
+
+- Fix computation of currency conversion rates
+  (`#737 <https://github.com/OCA/mis-builder/issues/737>`__)
+
+18.0.1.5.0 (2025-10-27)
+-----------------------
+
+Features
+~~~~~~~~
+
+- Introduction of annotations on report cells. Added notes will be
+  pinted when exporting to PDF and Excel.
+  (`#678 <https://github.com/OCA/mis-builder/issues/678>`__)
+
 17.0.1.0.2 (2024-11-11)
 -----------------------
 

mis_builder/__manifest__.py

@@ -3,7 +3,7 @@
 
 {
     "name": "MIS Builder",
-    "version": "18.0.1.2.1",
+    "version": "18.0.1.8.0",
     "category": "Reporting",
     "summary": """
         Build 'Management Information System' Reports and Dashboards
@@ -17,6 +17,7 @@
         "date_range",  # OCA/server-ux
     ],
     "data": [
+        "security/res_groups.xml",
         "wizard/mis_builder_dashboard.xml",
         "views/mis_report.xml",
         "views/mis_report_instance.xml",
@@ -32,6 +33,8 @@
             "mis_builder/static/src/components/mis_report_widget.esm.js",
             "mis_builder/static/src/components/mis_report_widget.xml",
             "mis_builder/static/src/components/mis_report_widget.scss",
+            "mis_builder/static/src/annotation_dialog/annotation_dialog.xml",
+            "mis_builder/static/src/annotation_dialog/annotation_dialog.esm.js",
         ],
         "web.report_assets_common": [
             "mis_builder/static/src/scss/report.scss",