Release Notes

1.8.0 (2025-12-28)

Modernize build and packaging

  • Migrated from tox to Hatch for environment and task management, providing faster dependency resolution and a more modern Python packaging experience.

  • Adopted uv as the package installer.

  • Modernized build system from setuptools to hatchling with hatch-vcs for version management from git tags.

  • Reorganized CI workflows into parallel jobs for testing, linting, and documentation building, improving CI speed and clarity.

  • Added support for Python 3.14.

  • Consolidated development documentation from separate CONTRIBUTING.md into README.rst

  • Updated README with instructions for using Hatch and uv.

  • Updated ReadTheDocs configuration to use uv and Hatch.

  • Loosened dependency version constraints Removed upper bounds where appropriate to reduce dependency conflicts for downstream users.

  • Added build attestations for supply chain security using GitHub’s attestation action.

  • Adopted OIDC trusted publishing to PyPI, eliminating the need for API tokens.

  • Removed twine dependency (Hatch validates packages during build).

  • Split pytest workflow into separate test, lint, and docs-build jobs for better parallelization.

See PR #405.

1.7.3 (2025-12-03)

  • Revert to treating dates as strings, deferring cleaning until downstream processing. #396

1.7.2 (2025-11-26)

  • Fix datetime type for publication date to ensure proper handling across database backends. #392

1.7.1 (2025-11-19)

  • Improve dtype handling for DuckDB and SQLite outputs. #388

  • Add integration test to verify DuckDB and SQLite tables are identical.

1.7.0 (2025-11-16)

Support Output to DuckDB

  • Add DuckDB output support alongside existing SQLite output. #368

  • Pin arelle version to avoid pillow v12.0 compatibility issues. #382

1.6.0 (2025-04-28)

  • Make table name pattern more robust to handle edge cases in XBRL taxonomy parsing. #320

1.5.2 (2025-04-12)

  • Add Python 3.13 support. #318

1.5.1 (2024-07-17)

Multi-Taxonomy Support

  • Fix datapackage generation from multiple taxonomies. #242

  • Improve datapackage formatting.

  • Fix examples in README with updated sample filings.

  • Improve docstrings and comments throughout the codebase.

1.5.0 (2024-07-02)

  • Minor dependency updates and maintenance release.

1.4.0 (2024-04-14)

  • Update to Frictionless v5 and ensure all tests pass with the new version. #213

1.3.3 (2024-03-26)

  • Add retry logic for taxonomy reading to improve reliability with network issues. #205

1.3.2 (2024-01-20)

  • Add support for pandas 2.2.

  • Cache dimension snakecase operations for better performance.

1.3.1 (2023-11-29)

  • Fix warning suppression by using ‘ignore’ instead of ‘once’.

1.3.0 (2023-11-28)

  • Update to Pydantic v2 and migrate from Black to Ruff formatting. #169

  • Add Zenodo DOI badge to README.

1.2.1 (2023-10-18)

  • Add Python 3.12 support.

1.2.0 (2023-10-12)

  • 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