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Update for v23 Approved (#809)
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* Updated rule 170 to exclude 20-F

* Added 10-Q to rule 170

* Updated date comparison

* Updated compiled

* Increment version and recompile ruleset .zip files

- Arelle 2.23.1 XULE 23722

---------

Co-authored-by: campbellpryde
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davidtauriello committed Feb 21, 2024
1 parent 702d66a commit db23ebd
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Showing 16 changed files with 9 additions and 9 deletions.
2 changes: 1 addition & 1 deletion .travis.yml
Original file line number Diff line number Diff line change
Expand Up @@ -10,7 +10,7 @@ env:
- EXPECTED=./tests/output
- CURDIR=$(pwd)
- PYTHON_VERSION=python3.10
- XULE_VERSION=23694.1
- XULE_VERSION=23722
- GH_SLUG=https://github.com/${TRAVIS_REPO_SLUG}
- PR_BR=${TRAVIS_PULL_REQUEST_BRANCH:-$TRAVIS_BRANCH}

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2 changes: 1 addition & 1 deletion dqc_us_rules/source/lib/version.xule
Original file line number Diff line number Diff line change
Expand Up @@ -9,7 +9,7 @@ DQC Rules

/** Define the rule version **/

constant $ruleVersion = '23.0.4'
constant $ruleVersion = '23.0.5'

/** Define Additional Attribute types that can be associated with a rule **/

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8 changes: 4 additions & 4 deletions dqc_us_rules/source/us/2023/DQC_0170.xule
Original file line number Diff line number Diff line change
@@ -1,6 +1,6 @@
/**
DQC Rules
(c) Copyright 2017 - 2024 XBRL US Inc. All rights reserved.
(c) Copyright 2017 - 2023, XBRL US Inc. All rights reserved.
See https://xbrl.us/dqc-license for license information.
See https://xbrl.us/dqc-patent for patent infringement notice.
Taxonomy: US GAAP 2023
Expand All @@ -14,7 +14,7 @@ Check that buy or sell shares as insiders with none for the period tag boolean f
ASSERT US.0170.10103 SATISFIED
$ruleId = (rule-name().split('.'))[rule-name().split('.').length];

if set('10-K','10-KT','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] >= date('2023-12-31'))
if set('10-K','10-KT','10-Q').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] >= date('2023-12-31'))
$ecdFlags = list(ecd:Rule10b51ArrAdoptedFlag,
ecd:NonRule10b51ArrAdoptedFlag,
ecd:Rule10b51ArrTrmntdFlag,
Expand Down Expand Up @@ -44,7 +44,7 @@ effectiveDate $effective_dates[$ruleId]
ASSERT US.0170.10129 SATISFIED
$ruleId = (rule-name().split('.'))[rule-name().split('.').length];

if set('10-K','10-KT','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] > date('2023-12-31'))
if set('10-K','10-KT','10-Q','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] >= date('2023-12-31'))

if exists({ @concept.local-name = 'TrdArrTerminationDate'})
if exists({@concept = ecd:Rule10b51ArrTrmntdFlag == true}) or exists({@concept = ecd:NonRule10b51ArrTrmntdFlag == true})
Expand Down Expand Up @@ -75,7 +75,7 @@ effectiveDate $effective_dates[$ruleId]
ASSERT US.0170.10131 SATISFIED
$ruleId = (rule-name().split('.'))[rule-name().split('.').length];

if set('10-K','10-KT','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] > date('2023-12-31'))
if set('10-K','10-KT','10-Q','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] >= date('2023-12-31'))

if exists({ @concept.local-name = 'TrdArrAdoptionDate'})
if exists({@concept = ecd:Rule10b51ArrAdoptedFlag == true}) or exists({@concept = ecd:NonRule10b51ArrAdoptedFlag == true})
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6 changes: 3 additions & 3 deletions dqc_us_rules/source/us/2024/DQC_0170.xule
Original file line number Diff line number Diff line change
Expand Up @@ -14,7 +14,7 @@ Check that buy or sell shares as insiders with none for the period tag boolean f
ASSERT US.0170.10103 SATISFIED
$ruleId = (rule-name().split('.'))[rule-name().split('.').length];

if set('10-K','10-KT','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] >= date('2023-12-31'))
if set('10-K','10-KT','10-Q').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] >= date('2023-12-31'))
$ecdFlags = list(ecd:Rule10b51ArrAdoptedFlag,
ecd:NonRule10b51ArrAdoptedFlag,
ecd:Rule10b51ArrTrmntdFlag,
Expand Down Expand Up @@ -44,7 +44,7 @@ effectiveDate $effective_dates[$ruleId]
ASSERT US.0170.10129 SATISFIED
$ruleId = (rule-name().split('.'))[rule-name().split('.').length];

if set('10-K','10-KT','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] > date('2023-12-31'))
if set('10-K','10-KT','10-Q','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] >= date('2023-12-31'))

if exists({ @concept.local-name = 'TrdArrTerminationDate'})
if exists({@concept = ecd:Rule10b51ArrTrmntdFlag == true}) or exists({@concept = ecd:NonRule10b51ArrTrmntdFlag == true})
Expand Down Expand Up @@ -75,7 +75,7 @@ effectiveDate $effective_dates[$ruleId]
ASSERT US.0170.10131 SATISFIED
$ruleId = (rule-name().split('.'))[rule-name().split('.').length];

if set('10-K','10-KT','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] > date('2023-12-31'))
if set('10-K','10-KT','10-Q','20-F').contains([covered @concept.local-name ='DocumentType']) and ([covered @concept.local-name ='DocumentPeriodEndDate'] >= date('2023-12-31'))

if exists({ @concept.local-name = 'TrdArrAdoptionDate'})
if exists({@concept = ecd:Rule10b51ArrAdoptedFlag == true}) or exists({@concept = ecd:NonRule10b51ArrAdoptedFlag == true})
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