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Update for v20 Approved (XULE 23379.2) #744

Merged
merged 71 commits into from
May 4, 2023
Merged

Update for v20 Approved (XULE 23379.2) #744

merged 71 commits into from
May 4, 2023

Commits on Feb 17, 2023

  1. Updated rule 145 for Lisa C items 

    set(ProceedsFromAdvancesForConstruction, RepaymentsOfAdvancesForConstruction, ProceedsFromContributionInAidOfConstruction)
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  2. Updated 0145 for lisa C. change 

    Excluded ProceedsFromAdvancesForConstruction, RepaymentsOfAdvancesForConstruction, ProceedsFromContributionInAidOfConstruction as can be investing and financing
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  3. Updated rule 43 for JPM case

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  4. Updated nonnegs

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  5. Updated version number

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  6. Updated rules

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  7. Update for v20.0.2 from CP xule.dqc

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Commits on Feb 18, 2023

  1. Merge branch 'v20' of https://github.com/DataQualityCommittee/dqc_us_… 

    …rules into v20
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Commits on Mar 1, 2023

  1. Updated rule 91 to exclude InvestmentOwnedPercentOfNetAssets

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  2. Update DQC_0091.xule

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  3. Updated rule 140 to improve message

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Commits on Mar 3, 2023

  1. Updated rule 90 for tolerance

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  2. Fixed none issue

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  3. Delete ael.xml

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Commits on Mar 8, 2023

  1. Updated rule 127 to exclude ConsolidatedEntitiesAxis

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  2. Test run of V20

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Commits on Mar 18, 2023

  1. Updated Rules for V20 using 23280

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Commits on Mar 20, 2023

  1. Updated version number

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  2. Updated V20 rules with correct version number 

    Add rules not to check calc for parent company member.
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  3. Update v20 

    - Add rules not to check calc for parent company member.
- Updated rule 90 for tolerance
- Update rule 91 to exclude InvestmentOwnedPercentOfNetAssets
- Update rule 127 to exclude ConsolidatedEntitiesAxis
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  4. Update dqc_0140 test case 

    - revised messaging
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Commits on Mar 27, 2023

  1. Updated constants to adjust Income Items used in the CF 

    Added ComprehensiveIncomeNetOfTaxIncludingPortionAttributableToNoncontrollingInterest to the list of $income_items
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  2. Update version.xule

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  3. Added ifrs 2023 taxonomy

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Commits on Mar 28, 2023

  1. Updated DQC 15 to remove effective tax rec percent items

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  2. Updated rule 139 to line up by dimensions and time.

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Commits on Mar 29, 2023

  1. Merge branch 'v20' of https://github.com/DataQualityCommittee/dqc_us_… 

    …rules into v20
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  2. Updated rule 13 to move nonnegs from rule 15

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Commits on Mar 30, 2023

  1. Updated rule ifrs 130 rule to exclude values equal to 0 

    Fixed division by zero error.
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  2. Update DQC_0001.xule 

    Updated for Long-Duration contracts disclosures expected for Q1, filers are starting to use elements that are located in the ASU 2018-12 Transition section of the US GAAP 2022 taxonomy but are not on the statement of shareholders equity
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  3. Updated rule 141 to handle exception cases 

    Added rule in have excluding accrued int but include accrued int then no error is reported.
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  4. Updated constants for rule 141

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  5. Updated V20

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Commits on Mar 31, 2023

  1. Update v20 approved 

    - Update constants to adjust Income Items used in the CF
- Update dqc_0001 for Long-Duration contracts disclosures expected for Q1
- Update dqc_0013 to move nonnegs from dqc_0015
- Update dqc_0015 to remove effective tax rec percent items
- Updated dqc_0130 rule to exclude values equal to 0
- Update dqc_0139 to line up by dimensions and time
- Update dqc_0141 to handle exception cases
    @davidtauriello
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  2. Update XULE version to test - 23379.3

    @davidtauriello
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  3. Updated V20

    @campbellpryde
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  4. Update ruleset .zip files (XULE 23379) 

    - no changes to DQC rules
    @davidtauriello
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  5. Update unit tests for rule changes

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Commits on Apr 3, 2023

  1. Update dqc_0015 .csv files 

    - fix conflict error
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  2. Update dqc_0015 .csv files 

    - fix conflict error
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  3. Merge remote-tracking branch 'upstream'

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  4. Merge branch 'master' into v20

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Commits on Apr 4, 2023

  1. Added exception for rule 127 

    Case where SignificantInvestmentsInAssociatesAxis is used on financial statements is excluded.
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Commits on Apr 19, 2023

  1. Update DQC_0014_ListOfElements.xlsx

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Commits on Apr 20, 2023

  1. Fixed 140 rule message to eliminate ambiguity of facts. 

    Updated rule 14 message to address comment rom Chad
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  2. Updated version Number

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  3. Updated V20 with version 23469 

    Version 23469
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  4. Updated DQC rules version - 23436 

    Block 1 of 3
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Commits on Apr 21, 2023

  1. Updated V20.0.5 - On old xule compile version.

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  2. Updated code using new version for V20

    @campbellpryde
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  3. Update dqc_0140 unit tests 

    message change
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  4. Merge branch 'v20' of https://github.com/DataQualityCommittee/dqc_us_… 

    …rules into v20
    @davidtauriello
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  5. Update v20 for Rules Team fixes

    @davidtauriello
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  6. Update travis-run.sh 

    - rollback to 23379.2
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Commits on May 3, 2023

  1. Updated rule 142 to include the range axis.

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  2. Updated rule 118 to exclude the SignificantInvestmentsInAssociatesAxi… 

    …s to be consistent with rule 0127
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  3. Updated rule 15 to exclude DerivativeCostOfHedgeNetOfCashReceived fro… 

    …m the nonneg test.
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  4. Added constant for disc ops elements

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  5. Updated rule 60 to handle immaterial disc ops

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  6. Updated rule message on rule 43

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  7. Update resources.zip

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  8. Updated V20

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  9. Updated DQC 60 to handle immaterial amounts 

    Corrected for negative value using abs.
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  10. Updated version number to 06

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  11. Updated V20 this runs on the build 23524 

    This build has been complied with this ruleset. 23524
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Commits on May 4, 2023

  1. Updated rule 0043 to fix xule error

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  2. Updated using 23547 this is the same as 23524

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  3. Updated to corrected base xule

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  4. Updated to version 23379

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  5. DataQualityCommittee#743 for XULE 23379

    @davidtauriello
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  6. Update .travis.yml and test cases 

    - add dqc_0043.9873 unit tests
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