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Release v0.20.9

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@github-actions github-actions released this 04 Oct 22:32
· 14 commits to main since this release
v0.20.9
6e104f1

xbrlkit v0.20.9

Summary

This release improves 8-K handling in the MCP serve layer, so filings are read alongside their EX-99 exhibits, and fixes table extraction so values stay aligned with their source columns.

Key Features & Improvements

  • 8-K exhibit reading — An 8-K is now read together with its EX-99 exhibits, giving readers the press-release and financial-supplement content that typically carries the substance of the filing.
  • Targeted exhibit routing — Readers are directed to a filing's exhibits only when those exhibits are actually read, reducing noise and unnecessary fetches in the serve surface.
  • More accurate form detection — A document's form type is now resolved from its cover page rather than inferred from a citation, improving correctness for filings whose citations are ambiguous or incomplete.

Bug Fixes

  • Fixed table parsing in xbrlkit/text/tables.py so values remain in their correct columns, preventing misaligned or shifted data in extracted tables.
  • Fixed form resolution that previously relied on citation metadata, which could mislabel documents.
  • Fixed over-eager exhibit referral in 8-K responses.

Notable Technical Changes

  • Updates across the serve stack (server.py, session.py, tools.py, __init__.py) to support multi-document (filing + exhibit) reading sessions.
  • xbrlkit/edgar/items.py updated for 8-K item/exhibit association.
  • Expanded test coverage in test_serve.py, test_serve_surface.py, and test_text_tables.py.
  • Serve README.md and server.json refreshed to reflect the updated tool behavior.

Breaking Changes

None. Behavior changes are limited to improved accuracy of 8-K reads and table column alignment; callers relying on previous (misaligned) table output may observe different—but corrected—results.

Merged via PR #96.

📊 Release Statistics

  • Commits: 6
  • Files Changed: 12
  • Lines Added: 478
  • Lines Deleted: 32
  • Previous Release: v0.20.8

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