chore(release): 5.54.0 - #1182
Merged
Merged
Conversation
… errors The edgar_trends entry appeared twice, split across two branch merges: one copy carried the consolidated-total paragraph and the other the period-window paragraph, under identical headlines. Merged into one entry covering all three defects. The #1149 entry sat inside the released 5.53.0 section. Its PR was based on an older CHANGELOG, so the merge placed an unreleased fix under a shipped release -- the same defect as 915dd1a, recurring for the same structural reason. Moved to [Unreleased]. The section had also reached 11,436 characters across ten entries, several over 1000 with three follow-on paragraphs each. Entries now carry what broke, the measured values, what changed and the issue ref; the design rationale stays in the commits and PRs, which is where it was written. 11,436 -> 4,649 characters, with every GH reference preserved and 5.53.0 untouched. Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01LN2NaNcXEuv5YvcKFntcaZ
Co-Authored-By: Claude Opus 5 (1M context) <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01LN2NaNcXEuv5YvcKFntcaZ
This file contains hidden or bidirectional Unicode text that may be interpreted or compiled differently than what appears below. To review, open the file in an editor that reveals hidden Unicode characters.
Learn more about bidirectional Unicode characters
Sign up for free
to join this conversation on GitHub.
Already have an account?
Sign in to comment
1 participant
Add this suggestion to a batch that can be applied as a single commit.This suggestion is invalid because no changes were made to the code.Suggestions cannot be applied while the pull request is closed.Suggestions cannot be applied while viewing a subset of changes.Only one suggestion per line can be applied in a batch.Add this suggestion to a batch that can be applied as a single commit.Applying suggestions on deleted lines is not supported.You must change the existing code in this line in order to create a valid suggestion.Outdated suggestions cannot be applied.This suggestion has been applied or marked resolved.Suggestions cannot be applied from pending reviews.Suggestions cannot be applied on multi-line comments.Suggestions cannot be applied while the pull request is queued to merge.Suggestion cannot be applied right now. Please check back later.
Cuts 5.54.0. Already published to PyPI, so this needs to land to keep
mainconsistent with the released artifact.Contents
Six fixes, two of them from contributors:
FundSeries.get_filings()returns the whole trust's filings, so a series' newest NPORT-P is a sibling's #1143 —FundSeries.get_filings()answered with the whole trust's filings, handing a fund a sibling's portfolio (@hashd1ve, fix(funds): a series answers with its own filings, not its trust's #1144), plus the follow-up forget_portfolio()/get_latest_report()and list-valuedyear/quarter(fix(funds): the report accessors still answered with a sibling's report (#1143) #1166)get_revenue()stuck to a discontinued XBRL tag and answered years-stale (@biautomator, fix(entity_facts): get_revenue() no longer sticks to a discontinued XBRL tag #1151)edgartools-fdye—get_revenue()returned the ASC-606 slice for insurers and banks, 32x understated (fix(entity): revenue was the ASC-606 slice for insurers and banks #1167)edgar_trends(concepts=["revenue"])returns a different concept depending onperiods, and is wrong for some companies at every value #1138 —edgar_trendsreturned whatever concept contained the word, plus a quarterly fact leaking into annual series (fix(mcp): edgar_trends returned whatever concept contained the word (#1138) #1164, fix(mcp): edgar_trends reported the revenue slice the getters had stopped reporting #1168)find_bdc("Ares")finds nothing: name scoring charges the query for the length of the name #1145, MCPedgar_fund(action="portfolio")total_valuesums share counts, not dollars #1148 — pre-existing MCP and BDC fixesAlso in this PR
Two changelog corrections made while preparing the release:
edgar_trendsentry appeared twice, split across two branch merges under identical headlines.The section was also trimmed from 11,436 to 4,649 characters: entries keep what broke, the measured values, what changed and the ref, with rationale left in the commits and PRs where it was written.
Verification
Full offline suite on merged
mainbefore the cut: 6495 passed, 5 skipped, 2 xfailed, 0 failures. The built wheel was installed into a clean venv and imported from outside the repo — it reports 5.54.0 and carries the fixes, and the[ai]extra's MCP surface imports cleanly.Note on versioning
Minor rather than patch:
FundSeries.get_filings()changes what an existing call returns. The old behaviour was wrong, but callers relying on trust-wide results will see fewer filings, andFund.get_latest_report()/get_portfolio()now return a different fund's data than before — correctly.🤖 Generated with Claude Code
https://claude.ai/code/session_01LN2NaNcXEuv5YvcKFntcaZ