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v1.0.5

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@zoharbabin zoharbabin released this 18 Apr 07:34
· 1 commit to main since this release
v1.0.5
8996beb

Critical Fixes

  • Financial statements returned empty DataFrames: _get_financial_statement() returned bound methods instead of calling them — edgartools exposes these as methods on Financials/MultiFinancials, not properties.
  • Statement DataFrame format mismatch: edgartools Statement.to_dataframe() returns integer-indexed DataFrames with labels in a column. Synonym matching searched the index. New conversion layer sets label as index and appends XBRL concept tags so both human-readable labels and tags match.
  • MultiFinancials constructor change: MultiFinancials(filings) no longer works — changed to MultiFinancials.extract(filings).
  • D&A missing for many filers: Added fallback to check cash flow statement when income statement yields zero D&A.
  • CapEx synonym gap: Added "Payments for acquisition of property, plant and equipment" to synonyms.

Integration Tests

  • SEC API retry with exponential backoff for GitHub Actions runners (403 handling).

Full Changelog: v1.0.4...v1.0.5

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