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EdgarTools v4.27.0 - Test Harness System and Bug Fixes

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@dgunning dgunning released this 09 Nov 01:15
· 1882 commits to main since this release

EdgarTools v4.27.0 - Test Harness System and Bug Fixes

Major Additions

Comprehensive Test Harness System

Added integrated test harness for live filing validation and quality monitoring:

  • Multiple selector strategies: by company, subset, date range, and form type
  • Multiple reporter formats: JSON, CSV, summary, detailed, and custom templates
  • Flexible storage backends for test results and history tracking
  • Parallel execution support for large-scale testing
  • Enables systematic validation across thousands of filings

Beads Issue Tracking Integration

Integrated lightweight, git-free issue tracking workflow:

  • Seamless GitHub issue synchronization via external references
  • Priority-based filtering and status management
  • Improved development workflow and issue management

Notebook Validation Framework

  • Automated validation script for Jupyter notebooks
  • AI-driven code updates and compatibility checking
  • Ensures examples stay current with API changes

Bug Fixes

  • #483: Fixed missing current_page property in CurrentFilings class - documentation examples now work correctly
  • #482: Prioritized xlink:label over id for XBRL footnote identification - reduced warning spam in older filings (100+ warnings → deduplicated DEBUG messages)
  • #477: Added support for <ITEM> and <RULE> tags in SGML parser
  • #475: Fixed multi-period cash flow statements missing data
  • #471: Optimized submission cache timeout (10 minutes → 30 seconds) for fresher filing data
  • Fixed 5 failing tests in test harness selector module

Changes

  • Consolidated examples into single directory structure
  • Moved click to optional test-harness dependency group: pip install edgartools[test-harness]
  • Enhanced documentation with Beads workflow guide and test structure overview

Testing

All 2,184 tests passing successfully.

Installation

pip install edgartools==4.27.0

For test harness features:

pip install edgartools[test-harness]==4.27.0

Full Changelog

See CHANGELOG.md for complete details.