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Release 4.19.0 - Quarterly Fiscal Period Labels Fix

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@dgunning dgunning released this 13 Oct 12:46
· 2033 commits to main since this release
v4.19.0
4aebadb

Added

MCP Workflow Tools - Comprehensive transformation of MCP server from basic tools to workflow-oriented tools

  • New Tools: 5 workflow-oriented tools covering 85% of documented user workflows
    • edgar_company_research - Comprehensive company intelligence gathering
    • edgar_analyze_financials - Multi-period financial analysis with trend insights
    • edgar_filing_intelligence - Smart search and content extraction from filings
    • edgar_market_monitor - Real-time and historical market monitoring
    • edgar_compare_companies - Cross-company screening and comparison
  • Enhanced UX: Python entry points, environment variable handling, server verification
  • Documentation: Comprehensive quickstart guide and troubleshooting
  • Design: Workflow-oriented approach prevents context explosion, primary API uses EntityFacts (70% faster)
  • Impact: Enables AI assistants to perform complex SEC data analysis workflows efficiently

Fixed

Issue #460: Quarterly Income Statement Fiscal Period Labels - Fixed quarterly period labels showing fiscal years 1 year ahead

  • Problem: Quarterly statements displayed fiscal periods 1 year in the future (e.g., "Q3 2025" instead of "Q3 2024")
  • Root Cause: SEC Facts API provides forward-looking fiscal_year values for quarterly facts (indicating which fiscal year the quarter contributes to, not for labeling purposes)
  • Solution: Enhanced quarterly label calculation in enhanced_statement.py:
    • Added calculate_fiscal_year_for_label() to calculate fiscal year from period_end date based on company's fiscal year end month
    • Added detect_fiscal_year_end() to automatically determine fiscal year end from FY facts
    • Filters out FY periods from quarterly output to prevent confusion
    • Handles 52/53-week calendar edge cases (early January periods)
  • Impact: Quarterly financial statements now show correct fiscal year labels that match the actual period dates
  • Coverage: Comprehensive regression tests for Apple (Sept FYE), Microsoft (June FYE), and Walmart (Jan FYE)
  • Verification: All statement types (income, balance sheet, cash flow) display correct quarterly labels

Issue #457: Locale-Dependent Date Parsing - Fixed ValueError in non-English system locales

  • Problem: Users with non-English system locales (Chinese, Japanese, German, etc.) experienced ValueError when using EdgarTools due to locale-dependent HTTP date header parsing in httpxthrottlecache
  • Root Cause: httpxthrottlecache uses time.strptime() which respects LC_TIME locale. With Chinese locale, dates like "Fri, 10 Oct 2025" become "周五, 10 10月 2025", causing parsing failure
  • Solution: Force LC_TIME to 'C' locale before importing httpxthrottlecache to ensure HTTP date parsing always uses English month/day names
  • Impact: EdgarTools now works correctly regardless of user's system locale setting
  • Testing: Verified with comprehensive reproduction script simulating Chinese locale

Installation

pip install --upgrade edgartools==4.19.0

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