v4.29.0: Documentation Enhancements

v4.29.0 - Documentation Enhancements Release

Release Date: 2025-11-20
Theme: Comprehensive documentation improvements for enterprise users and advanced use cases

📚 Major Documentation Additions

XBRL Standardization Customization Guide

• 2,408-line comprehensive guide for customizing XBRL concept mappings
• Real-world examples from Tesla, Microsoft, and Berkshire Hathaway
• Documents 200+ ambiguous XBRL tags requiring context-aware resolution
• CSV workflow for Excel-based mapping management
• Validation techniques and quality assurance methods
• Target Audience: Financial analysts managing large company datasets
• Location: docs/advanced/customizing-standardization.md
• Addresses: Issue #494

Enterprise Configuration Guide

• Custom SEC mirror/proxy configuration
• Rate limiting and SSL verification settings
• Performance optimization techniques
• Troubleshooting guide for enterprise deployments
• Target Audience: Enterprise users, academic institutions
• Location: docs/configuration.md and enhanced docs/advanced-guide.md

✨ User Experience Improvements

Smart API Warnings for Filing Access

• Intelligent warnings guide users between get_filings() and get_current_filings()
• Detects when users try to access today's filings from quarterly indexes
• Eliminates common confusion around dual-API architecture
• Impact: Reduces user frustration with stale data
• Implementation: 153 lines of logic, 17 new tests

page_size=None Support

• Pythonic page_size=None parameter for fetching all current filings
• Simplifies "get all today's filings" use case
• Backward compatible with existing code

📦 Installation

pip install --upgrade edgartools

🔗 Links

• Full Changelog: https://github.com/dgunning/edgartools/blob/main/CHANGELOG.md#4290---2025-11-20
• Documentation: https://docs.edgartools.io
• PyPI: https://pypi.org/project/edgartools/4.29.0/

🙏 Acknowledgments

Special thanks to @mpreiss9 for sharing detailed methodology on handling 200+ companies with XBRL standardization, which inspired our comprehensive documentation and future enhancement roadmap.

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Test Coverage: 2,228 tests passing
Python Support: 3.8, 3.9, 3.10, 3.11, 3.12