Skip to content

Release 4.14.0 - Unified XBRL Period Selection & Architecture Improvements

Choose a tag to compare

View all tags
@dgunning dgunning released this 19 Sep 18:42
· 2120 commits to main since this release
v4.14.0
bfcdaea

🚀 Release 4.14.0 - Unified XBRL Period Selection & Architecture Improvements

This release delivers significant architectural improvements with enhanced XBRL period selection reliability and major code organization enhancements.

✨ Key Highlights

🔧 Unified XBRL Period Selection System

  • 85% code reduction (1,275 → 200 lines) through architectural consolidation
  • Fixed critical Bristol Myers future date bug (2026-2029 → 2022-2024)
  • Enhanced quarterly period selection with sophisticated investor logic
  • Robust document date filtering prevents future-dated periods

🏗️ Large File Architecture Refactoring

  • Entity package restructuring with improved separation of concerns
  • XBRL parser modularization into specialized components
  • Funds package enhancement with better 13F handling
  • Significant maintainability improvements across all packages

🐛 Critical Bug Fixes

  • Bristol Myers future date period selection corrected
  • Visa multi-year period handling fixed (11+ year spans filtered)
  • API documentation accuracy improvements

⚡ Infrastructure Improvements

  • GitHub Actions CI/CD reliability enhancements
  • Comprehensive code hygiene improvements (1000+ fixes)
  • Enhanced test coverage and dependency management

📊 Impact Summary

  • 196 files changed with +29,480/-31,145 lines
  • Major reliability improvements in period selection
  • Enhanced code organization for better maintainability
  • Zero breaking changes - fully backward compatible

🔗 Resources

This release represents a significant step forward in EdgarTools reliability and architectural clarity while maintaining the simple, powerful API users expect.

Assets 2
Loading