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v1.0.3

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@zoharbabin zoharbabin released this 18 Apr 03:42
· 11 commits to main since this release

What's New in v1.0.3

Security

  • Cache directory created with 0o700 permissions, mitigating pickle deserialization risks
  • Path traversal checks on CSV and Parquet output paths (`.." rejection before resolve)
  • Cache deserialization errors caught gracefully instead of propagating

Architecture

  • CacheLayer and TickerOrchestrator support context manager protocol (with statement)
  • CacheLayer.close() is idempotent; __del__ releases file descriptors
  • _set_identity() serialized via lock to prevent races in concurrent usage

Financial Accuracy (v1.0.2)

  • Net Debt/EBITDA uses financial debt only (excluding lease liabilities) for consistency with standard EBITDA
  • Amended filings (10-K/A) preferred over base filings when filed more recently
  • 8 metrics restored in model round-trip (Quick Ratio, Cash Ratio, Debt/Total Capital, Cash Flow Coverage, Fixed Charge Coverage, Accruals Ratio, Earnings Quality, Sloan Accrual)
  • JSON serialization round-trip: NaN → null → NaN survives correctly
  • New AnalysisResult.from_json_dict() for deserialization

Documentation

  • README updated for all v0.8–v1.0.3 features (valuation ratios, financial company detection, Z'' model, context managers, JSON round-trip, alerts_config)
  • setup.py version synced, development status upgraded to Production/Stable
  • SECURITY.md supported versions updated to 1.0.x

Testing

  • 400 tests passing on Python 3.10, 3.11, 3.12, 3.13
  • +24 new tests across security, architecture, and financial accuracy

Full Changelog: https://github.com/zoharbabin/edgar_analytics/blob/main/CHANGELOG.md