Release 4.17.1 - XBRL Rendering Fixes
Fixed
Dimensional Member Display (Issue #416 Regression)
Fixed regression where segment member concepts were incorrectly filtered from dimensional displays.
Problem: After Issue #450 fix, dimensional member concepts (like us-gaap_ProductMember, us-gaap_ServiceOtherMember) were being filtered from Income Statements with dimensional breakdowns.
Root Cause: Member filtering logic was too aggressive, removing Members without values even in dimensional display contexts where they serve as category headers.
Solution: Enhanced filtering logic to detect dimensional display mode and keep Member concepts in dimensional displays while continuing to filter them from Statement of Equity.
Impact: Product and service segment values now correctly appear in dimensional income statements.
Statement of Equity Rendering (Issue #450)
Fixed three critical rendering issues plus added clearer labeling:
- Issue #1: Missing Total Stockholders' Equity Values - Enhanced instant fact matching to distinguish beginning balance (start_date - 1) from ending balance (end_date)
- Issue #2: Wrong Abstract Positioning - Fixed dimensional members appearing before abstract headers
- Issue #3: Incorrect Abstract Flagging - Implemented multi-tier abstract detection with new abstract_detection.py module
- Enhancement: Added "Beginning balance" and "Ending balance" labels to clarify rows in roll-forward format
📦 Installation: pip install edgartools==4.17.1