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v5.7.2

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@dgunning dgunning released this 02 Jan 20:17
· 1527 commits to main since this release
v5.7.2
30557dd

Bug Fixes

Dimension Filtering Improvements

This release fixes several issues with the include_dimensions=False default introduced in v5.7.0.

  • Statement of Equity and Comprehensive Income NaN values (#571): Fixed a regression where these statements showed NaN values after the dimension filtering changes. Statement-type aware filtering now correctly handles equity statements that require certain dimensional data.

  • Missing Balance Sheet line items (#568, #569): Fixed issues where some balance sheet items were incorrectly filtered out:

    • Contra accounts (like Treasury Stock) now correctly apply preferred_sign
    • Equity Method Investment breakdowns are properly filtered
    • Presentation-linkbase validation ensures face values are shown while hiding unnecessary breakdowns

Enhanced Dimension Classification

  • Improved pattern-based detection for classifying dimensions as structural vs. breakdown
  • Better handling of segment and geographic dimensions that should appear on the face of statements

Upgrading

pip install edgartools --upgrade

No breaking changes from v5.7.0/v5.7.1.

Full Changelog: v5.7.1...v5.7.2

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