Edgartools

Latest version: v3.14.3

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3.13.7

Fixed
- Fix for missing periods when stitching statements
- Fix for get_optimal_periods not using the `document_period_end_date` when stitching statements

Added
- Added more standardized concepts

3.13.6

Fixed
- Fixed bug where `show_date_range` was not being applied when rendering statements
- Fix bug where non-quarterly periods were being selected when rendering quarterly statements
- Make Statement selection more robust by checking for statement specific facts in each statement

Added

- Add filtering by columns in the `FactsQuery.to_dataframe` method
- Add `query` method on the `XBRl` class` to query facts using a `FactsQuery` object

3.13.5

Fixed

- Apply calculation weights to facts based on calculation linkbase information. This addresses the bugs where values shown with the wrong sign

3.13.4

Added

- Add a `facts` module to xbrl2 to provide a more user-friendly interface for querying XBRL facts
- Add `FactQuery` and `FactsView` classes to provide a fluent interface for building fact queries
- Add key filtering capabilities to the Facts API to filter facts by financial statement, period view, text search, value, label, and dimension
- Add `get_available_period_views` and `get_facts_by_period_view` methods to the Facts API to provide predefined period views

Changed

- Refactored the `edgar.xbrl2.rendering` module for maitainability and readability

3.13.3

Changed

- Separate earnings labels into Basic and Diluted
- Increase data density threshold to 8% to filter out low-density columns
- Add more standardized cash flow concepts
- Format share amounts using their decimal values

3.13.2

Changed

- Implement merging of rows on concepts when stitching statements
- Add `get_optimum_periods` to determine the best periods to use when stitching statements
- Add more standardized concepts
- Add `to_dataframe` to `Statement` to get the data in a consistent way. This replaces `to_pandas`

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