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v5.2.0

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@dgunning dgunning released this 13 Dec 13:14
· 1672 commits to main since this release
v5.2.0
ca0f13b

What's Changed

Added

  • New include_dimensions parameter for current period statements to control dimensional data inclusion
  • Documentation: Added testing guide and beads workflow documentation

Fixed

  • 10-Q Section Detection: Fixed part-aware section names (e.g., part_i_item_1, part_ii_item_1a) not being recognized in section ordering, which caused Part II items 1A, 2, and 3 to be skipped
  • Section Extraction: Now uses document-order traversal for correct multi-container section extraction
  • Balance Sheet Periods: Period selection now correctly finds prior fiscal year end

Changed

  • Rationalized XBRL dataframe schemas for consistency (#522)

Performance

  • Optimized NPORT regression test: 120s → 0.03s
  • Shared 13F test fixtures: 69s → 11s
  • Added VCR cassettes for current filings tests: 83s → 47s
  • Added auto-marking for test suite organization

Full Changelog: v5.1.0...v5.2.0

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