Skip to content

v5.29.0

Choose a tag to compare

View all tags
@dgunning dgunning released this 12 Apr 18:29
· 218 commits to main since this release
v5.29.0
cc2e399

What's New

  • exact parameter for FactQuery.by_date_range() — New exact=True option matches facts with period dates exactly equal to the specified date, instead of the default <=/>= range behavior (#767)
  • Company.reit_subtype property — Distinguishes equity REITs from mortgage REITs by checking for mortgage-related XBRL concepts
  • Filing agent fingerprinting — Detect the filing agent (Donnelley, EDGAR Online, Workiva, Toppan Merrill) from HTML structure patterns
  • Agent-aware TOC parsing — Section detection now uses agent-specific strategies for the top 4 filing agents

Bug Fixes

  • Extra newlines in viewer.search() output (#768)
  • business_category misclassifications across 4 patterns (#774)
  • YTD periods missing fiscal_period classification (#771)
  • 61 cash flow gaap_mappings defaulting to section totals
  • Duplicate facts in XBRL DataFrame (#769)
  • period_of_report triggering network calls for local storage users

Performance

  • Cache parsed lxml tree — Eliminate redundant HTML parsing by caching across document operations

Full Changelog: https://github.com/dgunning/edgartools/blob/main/CHANGELOG.md

Assets 2
Loading