v5.31.0

Added

• include_quarterly parameter on stitched XBRLS statements — XBRLS.from_filings() previously emitted a single column per filing, preferring YTD/annual over the discrete-quarter period when both existed in the source XBRL (Issue #475 design). This created a parity gap with single-filing XBRL, which surfaces both. The new opt-in include_quarterly=False parameter on XBRLS.get_statement(), StitchedStatement, and statements.income_statement() / cashflow_statement() causes each 10-Q to contribute both a 90-day discrete column and the YTD column, and each 10-K to contribute both an annual column and its embedded Q4 column. Distinct from discrete_quarters (v5.30.3) which derives quarterly cash-flow values by subtraction; this surfaces facts already in the filing. Default behavior is preserved. Has no effect on Balance Sheet (instant periods only). (#780, reporter @AhmedShaker12)

Fixed

• viewer.financial_statements silently dropped income statements miscategorized in FilingSummary.xml — AbbVie's 2021 10-K placed Consolidated Statements of Earnings under MenuCategory='Uncategorized' instead of 'Statements' — a filer mistake that EdgarTools faithfully reflected, so the income statement disappeared from viewer.financial_statements while comparable 2019/2020/2022-2025 filings worked fine. The viewer now returns the union of FilingSummary MenuCategory='Statements' and MetaLinks groupType='statement', deduplicated by HTML filename, in filing-position order. MetaLinks reflects XBRL taxonomy classification and is more reliable than filer-provided menu metadata. (#797, reporter @mpreiss9)

• viewer.concept_rows[*].level always returned 0 — Modern SEC R*.htm files don't encode hierarchy in the rendered HTML — empirically verified across 10 diverse 2025 10-Ks (AAPL, ABT, JPM, WMT, XOM, VZ, MSFT, GS, PFE, BRK.B): zero `plN` class tokens on primary statements, almost no `padding-left` styles, no row nesting. The canonical source is the XBRL presentation linkbase, which the existing parser already loads as `xbrl.presentation_trees[role].all_nodes[concept_id].depth`. The viewer now lazy-loads the parsed XBRL on first `concept_rows` access and populates `ConceptRow.level` from the presentation tree, normalized so the smallest depth observed in a report becomes 0. For the issue's canary case (ABT balance sheet) the level distribution went from `{0: 45}` to `{0: 15, 1: 26, 2: 4}`. (#799, reporter @mpreiss9, investigation by @tjhub1983)

• XBRLS.from_filings(list, filter_amendments=True) crashed with AttributeError — The signature accepts `Union[Filings, List[Filing]]` and defaults `filter_amendments=True`, but the implementation called `filings.filter()` unconditionally — raising `AttributeError: 'list' object has no attribute 'filter'` whenever a plain list was passed. The implementation now branches on whether the input has a `.filter` method; for plain lists it falls back to a form-suffix check that drops forms ending in `/A`. (edgartools-6k96)

Full Changelog: v5.30.3...v5.31.0