PACKAGE_NAME Release Notes

1.2.x

  • Migrate to using Pydantic v2.

1.2.0 (2023-10-06)

  • Instead of combining multiple filings from one year, we track publication time of each filing and keep all filings. This allows downstream users to deduplicate facts from multiple filings.

1.1.0 (2023-09-22)

  • Fix high memory usage in v1.0.

1.0.1 (2023-09-13)

  • Minor patch for Pydantic 2.0 compatibility.

1.0.0 (2023-09-07)

  • Match facts that are missing some dimensions to their corresponding fact tables - see this issue.

  • Multiple filings from one entity in a year are now combined as if later ones are updates to earlier ones instead of duplicated.

  • Separate taxonomy archives from data archives, since data refers to taxonomies from a specific year.

  • Update to Pandas 2.0 and loosen dependency pins on arelle (now “>=2.3,<3”)

0.7.0 (2022-12-9)

Group taxonomy metadata by table

  • Change taxonomy metadata extraction to group by table name

0.6.0 (2022-12-8)

Use official Arelle package

  • Change Arelle dependency to point to official PyPI package

  • Explicitly reset locale to avoid error caused by Arelle

0.5.0 (2022-11-23)

Fix bug causing some records to be excluded

  • Use sorted tuple keys when looking up facts during parsing

0.4.0 (2022-10-6)

Parse archived taxonomies

  • Add support for parsing taxonomies from a local zipfile

0.3.0 (2022-08-27)

Enable publication of raw SQLite databases to Datasette

  • Add support for specifying a subset of tables for extraction

  • Add options for specifying output path for datapackage descriptors

  • Fix docs generation, as well as various other CI improvements

0.2.0 (2022-07-28)

Support All Forms

  • Tested with FERC forms 1, 2, 6, 60, 714

  • Adds options for selecting taxonomies from CLI

0.1.0 (2022-06-28)

Initial Release

  • The FERC XBRL extractor supports extracting data from XBRL filings to produce a SQLite database

  • It provides a CLI that takes a link to a taxonomy and a set of filings and can produce a database containing the extracted data.

  • FERC form 1 is the only form that is officially tested and supported