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v0.8.1 — Correctness release (whole-codebase review)

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@ajtgjmdjp ajtgjmdjp released this 17 Jul 12:49
· 9 commits to main since this release
v0.8.1
a9c5a72

Correctness-only release from a whole-codebase review (self-review + external gpt-5.3-codex review). No new features.

Fixed

  • P0: calls with period omitted (get_financial_statements("E02144"), get_narrative(...), screening) always raised a date-range error before contacting the API. Latest-filing search now scans backwards month-by-month and stops at the first hit.
  • XBRL fact routing: facts are routed by taxonomy membership instead of name keywords — CashAndDeposits no longer lands in cash flow, TradeReceivables is no longer dropped, facts from all instance files are pooled, and a missing CF statement triggers the fallback. Real filings gain previously-missing balance-sheet rows.
  • EDINET "0"/"1" availability flags parsed correctly (bool("0") was True).
  • Screening: missing-metric companies sorted last (was first, under the default descending sort); a single company's API error no longer aborts the whole screen.
  • Growth rates use abs(prior) denominators (loss improvements now read positive, consistent with diff).
  • Deterministic diff ordering + honest added/removed summary counts.
  • Disk cache: atomic writes (temp file + fsync + os.replace, symlink-safe), corrupt-entry recovery, and base_url-scoped keys.
  • Balance-sheet validation tolerance corrected for raw-JPY values.

See CHANGELOG.md for the full list, documentation fixes, and known limitations deferred to v0.9.

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