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v5.28.0

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@dgunning dgunning released this 30 Mar 17:05
· 810 commits to main since this release
v5.28.0
25f57c1

What's New

SEC Interactive Data Viewer

New FilingViewer class provides access to the SEC's XBRL interactive data viewer for any filing — structured period headers, numeric values, scaling information, and concept-level metadata via MetaLinks.json parsing.

ConceptGraph — XBRL Knowledge Graph

New ConceptGraph builds a traversable graph of XBRL concepts and their relationships, enabling structured navigation across the taxonomy hierarchy.

BDC Non-Accrual Extraction

New extract_nonaccrual() extracts non-accrual investment data from BDC filings using three layered strategies: XBRL footnotes (investment-level detail), custom XBRL concepts, and standard us-gaap fallback.

LLM Integration

  • to_markdown() on Statement, Note, Notes, RenderedStatement, and StatementLineItem — GFM tables optimized for LLM context windows
  • to_context() expanded with detail parameter (minimal/standard/full) across all financial objects
  • compare_context() for LLM-based cross-validation of parsed values against SEC viewer output

Fixes

  • Text extraction quality — Abbreviations like U.S., D.C., e.g. no longer get split into U. S., D. C. in iXBRL filings (AAPL 10-K had 79 occurrences)
  • LinkBlock.get_text() — Missing f-string prefix caused literal {self.tag} in plain-text output (#740)
  • TOC part metadata — Correct part context propagation for 10-K table of contents (#737)
  • Code quality — 533 ruff issues resolved across the codebase

Documentation

  • SEC Viewer guide with full API reference
  • BDC guide updated with non-accrual analysis section
  • AI integration docs expanded with to_context(), to_markdown(), and compare_context() coverage

Full Changelog: v5.27.0...v5.28.0

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