v5.6.0

Critical Bug Fixes & Display Enhancements

Fixed

Critical: Statement.to_dataframe() Period Filtering (#548)

• Fixed critical bugs in period filtering logic in Statement.to_dataframe()
• Resolved issues with duplicate periods and incorrect data selection
• Improved period matching for quarterly and annual statements
• Impact: Ensures accurate financial data extraction when converting statements to dataframes

Fiscal Year Labeling for Early FYE Companies

• Fixed fiscal year labeling for companies with fiscal year ends in Jan-Mar
• Properly handles cases where fiscal year differs from calendar year
• Impact: Accurate fiscal year display for all companies regardless of FYE date

Primary Data Preference in Quarterly Periods

• Fixed preference logic to use primary data over comparative disclosures
• Ensures most relevant data is shown for quarterly periods
• Impact: More accurate quarterly financial data representation

Label Column Width with Text Wrapping

• Set fixed width for label column with proper text wrapping
• Improved readability of financial statement displays
• Impact: Better formatted output for long labels in financial statements

Added

Display Design Language System

• Introduced new edgar/display/ package for consistent rich output formatting
• Added comprehensive color palette for financial statement styles
• Redesigned EntityFacts statement display using new design language
• Created abstract filtering and display behavior framework
• Impact: Consistent, professional display formatting across all financial statements

Insider Transactions Example

• Added example script demonstrating insider transaction analysis
• Helps users understand how to work with insider trading data

Summary

Release 5.6.0 is a critical bug fix release addressing period filtering issues in Statement.to_dataframe() (#548), along with a major enhancement introducing the Display Design Language System for consistent, professional output formatting.

This release is recommended for all users, especially those using Statement.to_dataframe() for data analysis.

What's Changed

• fix: Set fixed width for label column with text wrapping by @dgunning in 70feee8
• fix: Handle fiscal year labeling for early FYE companies (Jan-Mar) by @dgunning in 4ab5719
• fix: Prefer primary data over comparative disclosures in quarterly periods by @dgunning in 258b5a5
• fix: Resolve period filtering bugs in Statement.to_dataframe() by @dgunning in #548
• feat: Add display design language package for consistent rich output by @dgunning in b112528
• feat: Extend display palette with financial statement styles by @dgunning in 17a02a4
• feat: Redesign EntityFacts statement display using design language by @dgunning in 3a21d28

Full Changelog: v5.5.0...v5.6.0