Issues

• Context-aware resolution for mappings that are right for some filings and wrong for others (114 rows, seven kinds)

  enhancement
  dgunning/edgartools#1452 · Filter by author synfonia-llc opened on Oct 6, 2026

• Separate a total from its own parts: component concepts for D&A and SG&A, and a calc-ancestry test that keeps one concept from holding both

  enhancement
  dgunning/edgartools#1451 · Filter by author synfonia-llc opened on Oct 6, 2026

• Key industry handling on FASB's statement formats (REIT, bank, insurer, broker-dealer, investment company) and map their core elements

  enhancement
  dgunning/edgartools#1450 · Filter by author synfonia-llc opened on Oct 6, 2026

• Member-qualified mappings for face-statement lines FASB now tags on members: related parties, segments (ASU 2023-07), expense disaggregation (ASU 2024-03)

  enhancement
  dgunning/edgartools#1449 · Filter by author synfonia-llc opened on Oct 6, 2026

• Map recent FASB elements that have no home: net change in cash by continuing/discontinued operations, ASU 2023-09 taxes paid by jurisdiction, government assistance, buyback excise tax, litigation gain, supplier finance

  enhancement
  dgunning/edgartools#1448 · Filter by author synfonia-llc opened on Oct 6, 2026

• Standard concepts for crypto assets (ASU 2023-08): none of the 57 non-abstract crypto elements is mapped

  enhancement
  dgunning/edgartools#1447 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] Mapping data clean-up: legacy store overridden, phantom and IFRS keys unreachable, ASC 840 lease feeders, stale metadata, IFRS FX effect as net change in cash

  bug
  dgunning/edgartools#1446 · Filter by author synfonia-llc opened on Oct 6, 2026

• 60 mapped tags are also in exclusions.py, so lookup() returns None for EPS, the working-capital changes and the cash-flow cash total while MappingStore still labels some of them

  bug
  dgunning/edgartools#1445 · Filter by author synfonia-llc opened on Oct 6, 2026

• The total guard in ReverseIndex.lookup keys on display text and a usage statistic, so parts still resolve to totals and real totals vanish when an industry is set

  bug
  dgunning/edgartools#1444 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] CommonStockValue (7,620 companies) standardizes as "Total Stockholders' Equity"; equity parts, dividends declared and share counts map to totals

  bug
  dgunning/edgartools#1443 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] Synonym groups and legacy labels hold a part or a different measure, so get_concept() returns it as the whole (21 rows)

  bug
  dgunning/edgartools#1442 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] Bank, insurer, investment-company, REIT and utility line items standardize as totals or the wrong concept

  bug
  dgunning/edgartools#1441 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] Income taxes: cash paid shows as tax and interest expense, deferred tax expense as total tax expense, deferred tax balances as current

  bug
  dgunning/edgartools#1440 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] Income-statement and OCI elements of the wrong sign, period type or statement map to totals (53 rows)

  bug
  dgunning/edgartools#1439 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] 135 balance-sheet elements bypass their dedicated concept, land in the wrong class, or standardize as a total

  bug
  dgunning/edgartools#1438 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] 28 discontinued-operations elements standardize as "Extraordinary Items"

  bug
  dgunning/edgartools#1437 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] Debt and equity securities standardize as "Cash and Cash Equivalents" (32 rows), and two concepts share that label

  bug
  dgunning/edgartools#1436 · Filter by author synfonia-llc opened on Oct 6, 2026

• [DATA] 142 cash-flow line items and noncash disclosures standardize as the operating, investing or financing total (the 7434b08e defect, remaining rows)

  bug
  dgunning/edgartools#1435 · Filter by author synfonia-llc opened on Oct 6, 2026

• ReverseIndex._disambiguate_by_context lets the tag name override the section, so every …CurrentAndNoncurrent pair resolves to one side

  bug
  dgunning/edgartools#1434 · Filter by author synfonia-llc opened on Oct 6, 2026

• Public accessor on XBRL for standard-concept metadata (ASC references, definition, balance, period type)

  enhancement
  dgunning/edgartools#1426 · Filter by author synfonia-llc opened on Oct 5, 2026

• [DATA] xbrl.element_catalog returns placeholder metadata for standard us-gaap concepts (period_type always 'duration')

  bug
  dgunning/edgartools#1425 · Filter by author synfonia-llc opened on Oct 5, 2026

• [BUG] Docs describe APIs that do not exist in 5.60.0: by_statement, by_dimensions, Statement.get_value/get_concept_value, iterating xbrl.facts, to_json/from_json, single-letter menucat, and standard as the to_dataframe default

  dgunning/edgartools#1424 · Filter by author synfonia-llc opened on Oct 5, 2026
  1

• [FEATURE] Add a public members_of(standard_concept) to list the XBRL tags in a standardization family

  dgunning/edgartools#1423 · Filter by author synfonia-llc opened on Oct 5, 2026
  1

• [FEATURE] Expose confidence, section, statement and is_total on MappingResult (currently only in private ReverseIndex._index)

  dgunning/edgartools#1422 · Filter by author synfonia-llc opened on Oct 5, 2026
  2

• [BUG] Filing.text() returns 1.97M chars of raw XBRL markup (no error) when the SEC index page answers 403 Access Denied

  dgunning/edgartools#1421 · Filter by author synfonia-llc opened on Oct 5, 2026
  1