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Release v0.20.5

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@github-actions github-actions released this 02 Oct 23:15
· 35 commits to main since this release

xbrlkit v0.20.5

A maintenance release that improves how published filings are resolved when serving data, preferring a filing's published holon over the TAVI fallback. Also includes CI infrastructure hardening.

Key Improvements

  • Published-holon-first resolution (#91): xbrlkit/serve/session.py now attempts to load a published filing's holon first, falling back to TAVI only when the holon is unavailable. This yields more accurate, publisher-authoritative data for served filings and reduces unnecessary fallback lookups.
  • Pinned CI runner image (#90): GitHub Actions workflows (create-release, publish, test) now target a pinned hosted runner image instead of a floating label, making builds and releases reproducible and insulating the pipeline from upstream runner drift.

Breaking Changes

None. The serve session API is unchanged — only the internal resolution order differs. Consumers that relied on TAVI being the primary source may observe different (more authoritative) values for published filings.

Technical Notes

  • Fallback behavior is preserved end-to-end: if no published holon exists, the previous TAVI path is used, so existing integrations continue to work.
  • tests/test_published.py updated to cover both the holon-first path and the TAVI fallback.
  • Documentation refreshed in README.md and xbrlkit/serve/README.md to describe the new resolution order.
  • Version metadata bumped in pyproject.toml and server.json.

Bug Fixes

  • Resolves cases where a filing with a valid published holon was served from TAVI-derived data instead, producing inconsistent results.

Upgrade Notes

Drop-in upgrade from v0.20.4 — no code changes required.


📊 Release Statistics

  • Commits: 5
  • Files Changed: 9
  • Lines Added: 56
  • Lines Deleted: 43
  • Previous Release: v0.20.4

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