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Release v4.26.0 - AI-Native Crowdfunding & API Standardization

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@dgunning dgunning released this 05 Nov 15:54
· 1897 commits to main since this release
v4.26.0
900c6ea

🎉 EdgarTools v4.26.0

This release brings major enhancements to crowdfunding filing analysis with AI-native workflows and comprehensive API standardization.

🌟 Highlights

📊 Campaign Lifecycle Tracking

Track complete crowdfunding offering lifecycles from initial filing through termination with the new Campaign class.

from edgar import Company

company = Company("0001656159")
filing = company.get_filings(form="C").latest()
campaign = filing.get_campaign()

print(campaign.to_context())  # AI-optimized summary
print(campaign.status)         # Active, Terminated, Completed
print(campaign.total_raised)   # Total amount raised
print(campaign.timeline)       # Chronological filing history

Features:

  • Automatic tracking of Form C, C/A, C-U, C-AR, and C-TR filings
  • Timeline views with status tracking
  • Campaign metrics and progress monitoring
  • Integration with existing filing infrastructure

🤖 AI-Native API Standardization

Consistent .to_context() method across all core classes for seamless AI agent interaction.

Before (deprecated but still works):

company.text()
xbrl.text()

After (recommended):

company.to_context()
xbrl.to_context()
filing.to_context()
filings.to_context()

Impact: 58% token reduction for AI workflows with better API discoverability.

📄 Comprehensive Form C Documentation

969 lines of AI-native documentation for Form C crowdfunding filings with rich context generation at 3 detail levels.

✨ What's New

Added

  • Campaign Lifecycle Tracking (edgar/offerings/campaign.py - 694 lines)

    • Complete offering lifecycle management
    • Automatic filing grouping and tracking
    • Status monitoring and timeline views

  • AI-Native Form C Documentation (edgar/offerings/docs/FormC.md - 969 lines)

    • Comprehensive AI-optimized documentation
    • Three detail levels: minimal/standard/full
    • Enhanced issuer and offering information

  • Workflow Documentation

    • AI-native workflow implementation plan
    • Crowdfunding research goals
    • Offering lifecycle examples
    • Enhanced AI integration guide

Changed

  • API Standardization with .to_context()

    • Migrated Company.text() → Company.to_context()
    • Migrated XBRL.text() → XBRL.to_context()
    • Added context methods to Filing and Filings classes
    • Old .text() methods deprecated with warnings
    • Migration timeline: Deprecated methods removed in v5.0

  • README Modernization

    • Updated with modern visual design
    • Performance comparison visualizations
    • Enhanced AI-Native positioning
    • Improved badge organization

Fixed

  • Issue #475: Multi-Period Cash Flow Statements Missing Data

    • Fixed stitched cash flow statements showing limited data for Q2 and Q3
    • Root cause: Incorrect deduplication treating quarterly and YTD as duplicates
    • Solution: Three-part fix for deduplication, period preference, and labeling
    • Affected companies: PYPL, KHC, and others tagging data to YTD periods
    • Added 4 comprehensive tests
    • GitHub Issue #475

  • Invalid Escape Sequence Fix

    • Fixed deprecation warning in richtools.py docstring

📦 Installation

pip install --upgrade edgartools

For AI features:

pip install edgartools[ai]

🔄 Migration Guide

Updating to .to_context() API

The .text() method is deprecated but still works with a warning:

# Update your code from:
context = company.text(detail='standard')

# To:
context = company.to_context(detail='standard')

This change applies to:

  • Company.text() → Company.to_context()
  • XBRL.text() → XBRL.to_context()

The old methods will be removed in version 5.0.

📊 Stats

  • 19 files changed in crowdfunding enhancements
  • 5,923 additions, 73 deletions (net: +5,850 lines)
  • 5 files changed in bug fixes
  • 295 additions, 21 deletions (net: +274 lines)
  • 355 lines of new AI-native context tests
  • 58% token reduction for AI workflows

🔗 Links

🙏 Thank You

Thank you to everyone who reported issues, provided feedback, and contributed to making EdgarTools better!

Full Changelog: v4.25.0...v4.26.0

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