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v5.23.1

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@dgunning dgunning released this 12 Mar 23:19
· 934 commits to main since this release

Bug Fixes

  • Fix balance sheet equity components silently dropped (GH-703) — Boeing, Biogen, AbbVie and other companies with embedded equity-changes disclosures were missing RetainedEarnings, AdditionalPaidInCapital, and AccumulatedOtherComprehensiveLoss from rendered balance sheets. Root cause: a global label-merge heuristic incorrectly merged unrelated concepts sharing the same label. Replaced with a sibling-scoped merge that uses XBRL tree structure (same parent, leaf concepts) instead of global label matching.
  • Fix Q4 EPS derivation for buyback-heavy companies (GH-690) — Companies with significant share buybacks (e.g., AAPL, META) produced incorrect Q4 EPS because the linear weighted-average-shares formula breaks when share counts change materially. Added CV-based routing: stable years use FY shares directly, volatile years use the linear derivation.
  • Fix shares_outstanding for multi-class companies (GH-691) — Companies like GOOG that report shares only via us-gaap:CommonStockSharesOutstanding (not the DEI concept) now return correct values via a fallback chain.

Enhancements

  • is_dimensioned property on FinancialFact (GH-698) — Quick check whether a fact has dimensional context.
  • Public quarterize() API on TTMCalculator (GH-692) — Converts YTD/annual facts into discrete quarterly facts.
  • EarningsPerShareBasicAndDiluted tag support (GH-699) — Added to gaap_mappings for companies that report a single combined EPS figure.