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Release v0.2.3

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@jfrench9 jfrench9 released this 08 Jul 01:45

@robosystems/report-components v0.2.3

Summary: This release fixes two correctness bugs in financial statement rendering — per-share and shares-denominated facts now bypass statement-level rescaling, and dimensional/segment facts are properly consolidated on the face statement instead of appearing as separate line items.

🐛 Bug Fixes

  • Per-share & shares items opt out of rescaling — Facts with perShare or shares units (e.g., EPS, weighted-average shares outstanding) are no longer incorrectly divided by the statement scale factor (thousands, millions, etc.). This prevents silent misstatement of rendered values. (format)
  • Segment-dimensional facts consolidated on face statement — When a fact carries a segment/dimensional qualifier (e.g., operating segments reported via XBRL dimensions), the pivot layer now rolls it into the consolidated total line rather than emitting a duplicate or orphaned row. (pivot)

✨ Improvements

  • Holon dimensional facts support (PR #9) — The store adapter and pivot engine now correctly handle multi-dimensional (segment-level) facts sourced from Holon-style graph stores, broadening compatibility with dimensional XBRL taxonomies.

🧪 Tests

  • Added segment-collision.test.ts — dedicated test coverage for the case where segmented dimensional facts collide with the consolidated total, ensuring the pivot output matches expected face-statement structure.
  • Expanded store.test.ts with additional adapter-level assertions.

⚠️ Breaking Changes

None.

🔧 Technical Notes

  • Constants updated in src/constants.ts to support the new unit-type classification used by the rescaling opt-out logic.
  • No style/CSS changes; no new dependencies; no changes to public component APIs or exports.

📊 Release Statistics

  • Commits: 5
  • Files Changed: 6
  • Components Updated: 3
  • Styles Updated: 0
  • Lines Added: 213
  • Lines Deleted: 2
  • Previous Release: v0.2.2

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