CellStore release notes

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This document describes the latest changes, additions, known issues, and fixes for CellStore.

This changelog was created for the following Product:


Product	CellStore
Version	v0.9.12-SNAPSHOT
Stage	latest-master

v0.9.11 (2023-08-19)

Major Improvements

Full conformance added for XBRL specifications “Open Information Model 1.0” - including XBRL-Json, XBRL-CSV and XBRL-XML (Feature request #658)
Full conformance added for XBRL specification “Units Registry - Structure 1.0” (Feature request #668)
Full conformance added for XBRL specification “XII Transformation Registry 5” (Feature requests #660)

v0.9.10 (2022-07-15)

Important Notes

This release contains breaking changes:
The parameter select has been renamed to parameter include (Feature request #625)

Major Improvements

Full conformance added for XBRL specification “Taxonomy Packages 1.0” (Feature request #616)
Full conformance added for XBRL specification “Formula 1.0” (Feature request #660)
Full conformance added for XBRL specification “Transformation Registry 5” (Feature request #660)
Full conformance added for XBRL specification “Extensible Enumerations versions 1 and 2” (Feature request #660)

Bug Fixes

Fixing Error “Error Items for collection contexts are required to have at least the following key aspects …” which is related to the import of iXBRL filings where setting PERSIST_CONTEXT_ITEMS is true (Bug #628)
Fix Log4j vulnerabilities (CVE-2021-45105, CVE-2021-45046, CVE-2021-44832, CVE-2021-44832, CVE-2021-44228, CVE-2021-42550, CVE-2021-42392, CVE-2021-4104, CVE-2021-36090, CVE-2021-35516, CVE-2021-35515, CVE-2021-23463) (Bug #638)
Update admin-suite UI endpoints - was failing due to an improperly named query parameter (select -> include) (Bug #637)
Some elements were not imported from an XML Schema (Bug #646)

New Features

Facts now contain aspect rptx:factType with value as-reported in case the fact is parsed from an instance (Feature request #625)
Add parameter plugin to endpoint archives (DELETE) (Feature request #625)
Taxonomy Packages can now be dropped into the cache directory and will be found by internal resolution (Feature request #616)

v0.9.9 (2021-08-04)

Important Notes

This release contains breaking changes:
The format of the factMatch attribute has changed for iXBRL template rendering. Additionally, the previously used namespace http://reportix.com/ext is no longer supported in the template files (use namespace http://reportix.com/2021-07-21/ixbrl/template instead).
The key of the labels collection has changed to xbrl:dts, xbrl:linkbase, and xbrl:id. This change requires a database migration (Feature request #619)

Bug Fixes

On every item update of any collection the key of the inserted or updated item is checked for the minimal required key to prevent invalid items to be inserted (Bug #624)
Fix error “Items for collection contexts are required to have at least the following key aspects” when parsing iXBRL filings (Bug #628)
Fix error “Multiple archives were found for Id ‘null’.” when copying an instance (Bug #629)
Fix error “Couldn’t insert item (xxx) into ‘facts’, because an item in the same cell already exists.” when copying an instance (Bug #630)

New Features

Add new endpoint cellstore/v1/facts/render/ixbrl for rendering Inline XBRL from one or multiple iXBRL template files (Feature request #619)
Add feature to analyze Inline XBRL rendering with parameter analyze=true (Feature request #619)
Add feature to override all explicit values from the Inline XBRL template whilst rendering with forceKeepContent=true (Feature request #619)
Add new Inline XBRL template format supported for the rendering endpoint:
- The extension prefix (as suggested) is now ixtp and the namespace for extension attributes is http://reportix.com/2021-07-21/ixbrl/template
- The format of the ixtp:factMatch attribute is now similar (not equal) to CSS and no longer similar to URL query, e.g. xbrl:concept=us-gaap:Assets; xbrl:period=2021-12-31; (note the = instead of the : used in CSS)

v0.9.8 (2021-07-16)

Important Notes

This release contains breaking changes:
All import endpoints require paramters to be prefixed with parameter:: (Feature #619)
The key of the footnotes collection has changed to xbrl:instance, and xbrl:id. This change requires a database migration (Bug #622)

v0.9.7 (2021-06-02)

Important Notes

This release contains breaking changes:
All DELETE method requests to all endpoints now return a response with status code 200 instead of 204 with no response (Feature #607)

Major Improvements

Full conformance has been achieved and has been certified according to XBRL specification “Table Linkbase 1.0” (Feature requests #581)
Full conformance has been achieved and has been certified according to XBRL specification “Inline XBRL 1.1” (Feature requests #608)
Full conformance has been achieved and has been certified according to XBRL specifications “XII Transformation Registry 3” and “XII Transformation Registry 4” (Feature requests #613)

Bug Fixes

Fix data migration to latest data model version bug ‘Unable to initialize main class com.reportix.cellstore.cli.CellstoreCLI’ (Bug #598)
Fix removing false port 80 from some links in response when scheme is https (Bug #597)

New Features

Add boolean configuration parameters PERSIST_TABLE_DATAPOINTS and PERSIST_PRESENTATION_DATAPOINTS to make persisting of data points configurable (Feature request #601)
Add boolean configuration parameters IXBRL_TARGET_INSTANCE_BY_SOURCE_DOCUMENT to allow to import (non-conformant to the specification) one target instance per input iXBRL file (Feature request #613)
Add plugins rptx.addFactsCountForTables and rptx.addFactsCountForPresentations to add fact count per table to instance items (Feature request #602)
Add boolean configuration parameter DERIVE_TABLE_DEFINITIONS_FROM_PRESENTATIONS to make deriving table definitions from presentation optional (Feature request #603)
Add boolean configuration parameter PERSIST_CONTEXT_ITEMS to make persisting contexts optional (Feature request #604)
Add aspect rptx:dimensionsCount to each fact to indicate the number of XBRL dimensions characterizing the fact (Feature request #595)
Add aspect rptx:factsCount to instance items when importing (Feature request #553)

Improvements

Migrate docker container hosting to registry.reportix.com (Enhancement #599)
The endpoint /cellstore/v1/instances/import has been deprecated. Instead endpoint /cellstore/v1/archives/import should be used (Enhancement #601).
Upgrade api documentation from Swagger 2.0 to Open API 3 (Feature #607)

v0.9.6 (2021-02-26)

Important Notes

This release contains breaking changes:
- Deprecated endpoints /cellstore/v1/import/instances and /cellstore/v1/import/dts have been removed. Use endpoints /cellstore/v1/instances/import and /cellstore/v1/dts/import instead (Enhancement #495)
- By default no rptx:hash will automatically get added to each item. To reenable this behavior add setting ADD_HASH_TO_ITEMS=true to the reportix.properties (Feature request #543)
- The proprietary indexing for MongoDB has been rebuilt due to size limitations. This requires a migration of existing databases. (Feature request #557)

Bug Fixes

Fix race condition in case the same dts is loaded in two parallel processes (Bug #510)
Fix error options not initialized when passing an unsupported parameter to /cellstore/v1/instances (DELETE) (Bug #519)
Fix not returning Error 404 when items are deleted which don’t exist (Bug #519)
Fix applying calculation validations even when DTS is not imported, but loaded from DB (Bug #519)
Fix handling of compound hypercubes, i.e. hypercubes consisting of several cubes (Bug #521)
Fix detection of disabled datapoints (Bug #521)
Fix datapoints for open tables (Bug #521)
Fix including link to dimension labels in facts if fact does not contain any dimensions (Bug #530)
Fix error message NumberFormatException '' is not a decimal happening on iXBRL documents with scale="0" (Bug #533)
Add missing DTS filter (Parameter: xbrl:dts) to member and dimensions label links in facts (Bug #544)
Fix race condition when inserting several items into the same MongoDB physical group index (Bug #548)
Fix empty labels in labels field when skip parameter is used (Bug #551)
Fix bug Aspect 'xbrl:elementName' does not contain an atomic value for entities endpoint (Bug #572)
Fix bug ‘NullPointerException in open table rendering / export to excel’ (Bug #564)

Fix bug ‘Invalid cell range, having lastRow < firstRow

lastCol < firstCol, had rows 3 >= 3 or cells 0 >= 1’ when exporting to excel (Bug #565)

Fix bug for missing xbrl:dts aspects for iXBRL instances (Bug #579)

New Features

Add parameter groupBy to allow grouping of several facts by an arbitrary number of dimensions into one grouped facts (Feature request #506)
Add parameter keepDiscreteAccumulatedValues to allow keeping all discrete distinct values of dimensions when grouping facts (Feature request #506)
Add parameter function to apply functions such as sum, avg, or count to any dimension, e.g. in grouped facts (Feature request #506)
Add configuration parameter ALIGN_PREFIXES_TO_LOWER_CASE which allows to autoheal mismatching use of cases for prefixes (Feature request #510)
Add ability to update aspects of all items of an instance with a single PATCH request to the /cellstore/v1/instances endpoint (Feature request #508)
Add support for Inline XBRL 1.1 (Feature request #507)
Add server release information to error responses (Feature request #514)
Add rest endpoint /cellstore/v1/tables/openDimensionValues to query (GET) values for open dimension groups from open tables (Feature request #513).
Add parameter xbrlFormulaValidation to endpoint /cellstore/v1/instances/import to allow formula validation when importing an instance (Feature request #516)
Add rest endpoint /cellstore/v1/archives to query or search (GET), create (POST), replace (PUT), and delete (DELETE) archives metadata (Feature request #543).
Add rest endpoint /cellstore/v1/archives/import to allow better support for (zip) archive imports with multiple reports inside (Feature request #543).
Add rest endpoint /cellstore/v1/entities to query or search (GET), create (POST), replace (PUT), and delete (DELETE) entities metadata (Feature request #539).
Add rest endpoint /cellstore/v1/formulas to query (GET) formula metadata (Feature request #516).
Add rest endpoint /cellstore/v1/instances/validations to query (GET), and delete (DELETE) instances validations (Feature request #514).
Add rest endpoint /cellstore/v1/system/cache to query (GET) files from the cache (Feature request #516).
Add parameter highlight to each endpoint supporting search. It supports highlighting of matched text phrases when using Elasticsearch setups (Feature request #539)
Add dpm:directive, dpm:filingIndicatorCode, dpm:columnRCCode, dpm:rowRCCode to facts in table layouts when plugin dpm.eurofiling is applied (Feature request #521)
Add ability to store custom data with every item for plugins (Feature request #521)
Add ability to use several taxonomy package versions inside the cache path on endpoint /cellstore/v1/instances/import (use parameter cachePath to alter the cache path)
Add links to labelsDimensions and labelsMembers to facts and make them expandable (Feature request #511)
Add selectable field labels to endpoints returning facts (Feature request #526):
- /cellstore/v1/facts
- /cellstore/v1/presentations/tables/facts
- /cellstore/v1/tables/facts
- /cellstore/v1/tables/openDimensionValues
In case an instance contains facts with cell conflicts, i.e. several facts in the same cell with dimensional equality, all facts are imported as different versions nevertheless (Feature request #535)
Add number of facts per table / presentation section:<section-name> to instance items (Feature request #547)
Add optional full-text search capability through Elasticsearch connector (Feature request #536)
Add parameter search to footnotes endpoint to enable searching footnotes by full-text (Feature request #536)
Add model:framework, model:taxonomy, and model:module to each dts, instance, and fact when plugin dpm.eurofiling is applied (Feature request #537)
Add plugins rptx.addAspects.* to add arbitrary aspects to any item on import (Feature request #555)
Add plugins efg.addFactFiscalInfo to add fiscal year and period information to each fact (Feature request #559)
Add configuration property CREATE_ENTITY_IF_NOT_EXISTENT to allow turning off auto-creation of entities (Feature request #560)
Allow multiple member values in key dimensions, e.g. multiple xbrl:entity ids such as LEI and EDInet code for a single entity (Feature request #569)
Add aspect rptx:isHTML with true to each fact that contains html as text value (Feature request #571)
Well-known namespaces can now be configured in the reportix.json file to give more control over the prefix normalization (Feature request #558)
The use of well-known namespaces can now be forced (REQUIRE_ALL_NAMESPACES_TO_BE_KNOWN=true) to a degree that any import will fail if a namespace is found that is not defined in the reportix.json (Feature request #558)
Add support for interval arithmetics in calculations (Feature request #568)
Optimize entities search performance, add fuzziness and partial string matches (Feature request #583)

Improvements

Improve error message in case of a cell conflict - now including the conflicting cells (Feature request #510)
All fact textual values and label values are now normalized according to the Normalization Form Canonical Composition (NFC) (Bug #498)
Elements and labels are added for XBRL core dimensions: xbrl:concept, xbrl:period, xbrl:entity, xbrl:unit, xml:lang, iso2:lang, xbrl:decimals, and xbrl:instance (Feature request #518)
Performance optimization in prefix normalization (Feature request #23)
Upgrade to new admin UI (Feature request #570)
Plugin xbrl.calculations has been removed as this functionality is now a core feature.

v0.9.5 (2020-03-20)

Major Improvements

Full conformance has been achieved according to Extensible Business Reporting Language (XBRL) 2.1 and XBRL Dimensions 1.0 specification (Feature requests #476, # 537, #540, #545, and #567)

Bug Fixes

Fixed file resolution issue for zip archives having file references with ‘..’ on linux (Feature request #476)
Fixed error Aspect 'xxx' does not contain an atomic value. (Bug #541)
Fixed json schema for updating facts that have decimal values for aspects.
Fixed exception thrown when xbrl:dts dimension contains multiple values.

Improvements

Allow more sophisticated dimensional validation for instance (Feature request #476)
Added parameter factDimensionalValidation to allow enabling/disabling dimensional validation of primary items when importing an instance (Feature request #476)
Enabled XBRL conformance test suite ‘XBRL Dimensions 1.0’ (Feature request #537)
Enabled XBRL conformance tests 201 to 293 of the core ‘Extensible Business Reporting Language (XBRL) 2.1’ (Feature request #559)
Enabled XBRL conformance tests 301 to 314 of the core ‘Extensible Business Reporting Language (XBRL) 2.1’ (Feature request #540)
Enabled XBRL conformance tests 320 to 398 of the core ‘Extensible Business Reporting Language (XBRL) 2.1’ (Feature request #545)
Enabled XBRL conformance tests 102 to 161, 400, 401, and misc tests of the core ‘Extensible Business Reporting Language (XBRL) 2.1’ (Feature request #567)

New Features

Several new endpoints have been added (Feature request #511):
- /cellstore/v1/presentations/tables/definition: Rest endpoint to query (GET) presentation networks as ‘table’ definitions from the CellStore.
- /cellstore/v1/presentations/tables/datapoints: Rest endpoint to query (GET) datapoints from presentation networks.
- /cellstore/v1/presentations/tables/facts: Rest endpoint to query (GET) facts matching presentation networks from the CellStore.
- /cellstore/v1/presentations/tables/hypercube: Rest endpoint to query (GET) hypercubes implied by presentation networks.
- /cellstore/v1/presentations/tables/presentations/tables/layout: Rest endpoint to query (GET) render presentation networks to table layouts.
- /cellstore/v1/presentations/tables/presentations/tables/structural: Rest endpoint to query (GET) table structurals for presentation networks.
- /cellstore/v1/tables/facts: Rest endpoint to query (GET) facts matching table definitions from the CellStore.
Added endpoint to export to XBRL:
- /cellstore/v1/instances/export: Rest endpoint to export (GET) instances to XBRL (Feature request #511).
Added parameter format to allow rendering different variants of table layouts (json and excel) (Feature request #511).
Added parameter xmlSchemaValidation to endpoint /cellstore/v1/instances/import to allow disabling XML Schema validation (Feature request #540)
Added parameter xmlSchemaValidation to endpoint /cellstore/v1/dts/import to allow disabling XML Schema validation (Feature request #567)
Added parameter xbrlConformanceValidation to endpoint /cellstore/v1/instances/import to allow disabling XBRL conformance validation (Feature request #540)
Added parameter xbrlCalculationValidation to endpoint /cellstore/v1/instances/import to allow disabling XBRL calculation validations (Feature request #559)

v0.9.4 (2019-11-28)

Improvements

Improve memory consumption for copying instances (Feature request #387)
Create and publish cachePacks.json to being able to automatically publish AMI with latest cachePacks (Enhancement #504)
AMI uses the latest cache packs from cachePacks.json (Enhancement #504)
Automatically add text indices to facts and labels collections (Enhancement #519)
Add additional field “_lang” to collections to act as a language override field. (Enhancement #519)
Filter the possible values of the “_lang” field to only accept languages supported by mongo, otherwise insert “none” (Enhancement #519)
Switch all CircleCI variables to GitLabCI equivalents (Bug #517)
Add pre-release stage to CI so that the test-publish and publish jobs are never run together, as that is entirely redundant (Optimization #515)
Changed released ami name to include proper release version (Bug #516)
Built AMIs in us-east-1 instead of eu-west-1 so that they can more easily be released to the marketplace

v0.9.3 (2019-08-29)

New Features

Add support for headers Forwarded, X-Forwarded-Proto, X-Forwarded-Host, X-Forwarded-Port (Feature request #489)
Add expandable labels and links to presentation, definition, and calculation items (Feature request #494)
Add generic role labels (Feature request #494)
Add generic message 1.0 (Feature request #494)

Improvements

Improve endpoint API documentation with better titles (Feature request #494)

v0.9.2 (2019-08-16)

Bug Fixes

Fixed error Parameter '_' not allowed for endpoint. which occurs when caching is turned off in some HTTP client libraries. This parameter is now allowed, but ignored, on all endpoints for GET requests. (Bug #484)
Fixed ClassCastException in esef.wider-narrower plugin when reimporting an ESEF instance. (Bug #484)
Fixed error Cannot create HypercubeSpec: Member '-3' (Dimension: 'xbrl:decimals') has an unsupported type when updating a fact (Bug #484)

New Features

Add support for core DTS imports and auto-inheritance of DTS items for importing DTS to reduce redundancy and increase query performance (Feature request #469)
Implemented support for specification Including XBRL Reports in Taxonomy Packages 1.0 (Feature request #484)

v0.9.1 (2019-07-15)

Important Notes

Support for MarkLogic 8 is going into sun-down phase. MarkLogic 8 will no longer be supported from version 0.9.2.

Improvements

Performance optimizations have been implemented for the MarkLogic connector (Enhancement #448)

Bug Fixes

Fixed CellStore bug: NullPointerException in table layout (Bug #426)
Fixed CellStore bug: loading Edinet filings with CJK date (Bug #432)
Fixed CellStore bug: respect uri rewrite from catalog.xml (Feature #443)

New Features

Add EverContract server to expose validation API; exposed new endpoint for directly accessing files from the Cache (Feature request #397):
- /evercontract/v1/system/cache: Rest Endpoint to retrieve (GET) file from Cache with parameter url.
Plugin dpm.eurofiling now adds all filed tables according to the filingIndicator to the instance items (Feature Request #420)
Add aspect xml:lang to table layouts (Feature request #424)
Add more aspects to each imported fact: xbrl:conceptName, xbrl:contextRef, xbrl:unitRef, xbrl:url (Feature request #427)
Add new endpoint for Datapoints (Feature request #441):
- /cellstore/v1/tables/datapoints: Rest Endpoint to query (GET) table datapoint metadata.
Add plugin esef.wider-narrower to support wider-narrower arcrole (Feature request #443)
Add parameter search to the labels and facts endpoints to enable full-text search (Feature request #392)

v0.9.0 (2019-04-20)

Bug Fixes

Fixed NullPointerException when loading SEC Risk/Return filings (Bug #394)
Fixed race condition when several filings with the same DTS are imported at the same time

v0.8.19 (2019-03-29)

Bug Fixes

Fixed error when importing instances with nil values for typed dimensions (Bug #378)

New Features

Add commandline flags to run tests against custom server url and port (Feature request #368)
Add endpoints for table layout rendering (Feature request #355):
- /cellstore/v1/tables/hypercube: Rest Endpoint to query (GET) implicit table hypercubes.
- /cellstore/v1/tables/layout: Rest Endpoint to query (POST) renderings for particular tables.

v0.8.18 (2019-02-02)

Bug Fixes

Fixed Error “Couldn’t get member type from element defining type of domain ref : ‘…’” (Bug #361)

New Features

[Advanced Feature] Added new config parameters to change the default system prefixes used (Feature Request #356):
- DATA_PREFIX_DIMENSION_D3: default prefix for D3 related aspects is d3
- DATA_PREFIX_DIMENSION_PROVENANCE: default prefix for provenance related aspects is prov
- DATA_PREFIX_DIMENSION_RPTX: default prefix for Reportix internal aspects is rptx
- DATA_PREFIX_DIMENSION_TABLE: default prefix for table related aspects is table
- DATA_PREFIX_DIMENSION_XBRL: default prefix for XBRL related aspects is xbrl
- DATA_PREFIX_DIMENSION_XBRLDT: default prefix for XBRL dimensions related aspects is xbrldt
- DATA_PREFIX_DIMENSION_XLINK: default prefix for XLink related aspects is xlink
- DATA_PREFIX_DIMENSION_XML: default prefix for XML related aspects is xml
- DATA_PREFIX_DIMENSION_XS: default prefix for XML Schema related aspects is xs
- DATA_PREFIX_DIMENSION_XSI: default prefix for XML Schema instances related aspects is xsi

v0.8.17 (2018-10-31)

New Features

First alpha release of the structural table resolution and addition of the following endpoints (Feature Request #267):
- /cellstore/v1/tables/hypercube: Rest Endpoint to query (GET) metadata of implied table hypercubes.
- /cellstore/v1/tables/structural: Rest Endpoint to query (GET) resolved structural table metadata.
Added config parameter MARKLOGIC_DIRECTORIES_URI_PREFIX to prefix directories created in MarkLogic (Feature Request #341)

v0.8.16 (2018-08-09)

Breaking changes

For labels the xbrl:value is now part of the key to prevent duplicate label definitions

Bug Fixes

Fixed importing only a single label if multiple identical labels exist in the XBRL instance (Bug #282)
Admin UI: Fixed bug: Internet Explorer covers checkbox area (UI Bug #81)
Escrow packaging: Fixed broken packaging and added regression test (Bug #318)

New Features

Added new parameter storage to endpoints instances/import and dts/import to enable validation without persistence (storage=false) (Feature Request #302)
Admin UI: Expose fact validation checkbox to be able to explicitly disable fact validation when importing an instance (UI Feature Request #85)

v0.8.15 (2018-07-25)

Bug Fixes

Fix validation issue with dateTime items: cvc-datatype-valid.1.2.1: '2018-06-29' is not a valid value for 'dateTime'. (Bug #298)

New Features

Added parameter factValueValidation to allow turning off fact value validations on endpoint instances/import (Feature request #289)

v0.8.14 (2018-07-18)

Bug Fixes

Fix error “Couldn’t validate instance with id ‘xxx’ because the DTS does not exist in the store” when importing with importDts=false and no dts in store (Bug #285)

v0.8.13 (2018-07-11)

Bug Fixes

Fixed adding of several networks (presentation, definition, calculation) does not throw an error if a linkRole is used that already exists in the store for the same linkbaseType (Bug #257)
Fixed race condition in license date parsing (Bug #262)
Fixed conflict when providing an instanceId whilst importing an archive that contains several instances (Bug #268)
Fixed nonnum:textBlockItemType validation to allow simpleContent (Bug #275)
Fixed handling of manifest.xml files when multiple instance definitions are present (Bug #276)

New Features

Added plugin for xbrl calculation validations (Plugin Id: xbrl.calculations) (Feature request #252)
Add fact value datatype (XML Schema) validations (Feature request #256)
Added automatic integration with EscrowTech (Feature request #264)
Added parameter archiveId to instance/import endpoint to add dimension xbrl:archive as archive identifier. This allows addressing all items from an archive containing multiple instances with a single identifier.

v0.8.12 (2018-04-22)

New Features

Extend licenses to allow software usage only for specific features (feature request #225)
Added view for footnotes to the CellStore Admin UI (UI feature request #74)

Bug Fixes

Fixed handling of error failed to apply resource at documents: Bad Request. Server Message: XDMP-NOTXN: No transaction with identifier xxxx caused by timed out transactions in the MarkLogicConnector. Now pointing to the documentation in the error log (Bug #244)
Fixed paging in Admin UI (UI bug #73)
Fixed error dialog in Admin UI (UI bug #72)

Improvements

Allow import of iXBRL filings without any plugin (feature request #202)
New Admin UI colors (UI feature #75)
On CellStore startup the cache directory is now automatically created if it does not exist.

v0.8.11 (2018-04-02)

Breaking changes

xbrl:url is now a key of instance items to support import of archives containing multiple instance files.

New Features

Added plugin for iXBRL transformation (Plugin Id: ixbrl) (Feature request #202)
Added plugin for japanese TDNet instances import (Plugin Id: tdnet) (Feature request #202)
Added links as selectable field for facts (Feature request #220)
Added expand parameter to facts endpoint for expanding footnotes inline (Feature request #220)

v0.8.10 (2018-03-26)

Bug Fixes

Fixed copying instance only copies one fact. This happened only if facts did not contain an xbrl:xpointer aspect (Bug #217)

v0.8.9 (2018-03-22)

New Features

Implemented support for xbrl:use=prohibited arcs that prevented import of some old Edinet filings (was bug #221)

Bug Fixes

Fixed reporting parser errors in response

v0.8.8 (2018-03-19)

Bug Fixes

Fixed creation of definition tree when several xlink:label have the same id and same elements are used in the same extended link, but are located in different files (was feature #206)

v0.8.7 (2018-03-15)

New Features

Added endpoint /cellstore/v1/footnotes: Rest Endpoint to query (GET), create (POST), replace (PUT), and delete (DELETE) footnotes metadata (feature request #188).
Added parameter toEntryPointUrl to endpoint /cellstore/v1/dts/import to allow importing the same dts several times with different entryPointUrls (feature request #203).

Bug Fixes

Fixed URL resolution broken in filing archives containing a root directory (Bug #185)
Fixed CELLSTORE_EXCEPTION and INSERTION_CONFLICT when copying instance / dts (Bug #208)

v0.8.6 (2018-03-12)

Bug Fixes

Fixed error: “A locator points to an uninstanciated element” if element is not defined in a standard XBRL substitutionGroup (Bug #196)
Fixed: xlink:title not imported for extended links (Bug #192)

v0.8.5 (2018-03-08)

Breaking changes

The endpoint /cellstore/v1/import/instances is now deprecated. Please use newly added endpoint /cellstore/v1/instances/import instead
The endpoint /cellstore/v1/import/dts is now deprecated. Please use newly added endpoint /cellstore/v1/dts/import instead

Bug Fixes

Fix importing duplicate instances (same id and version) (Bug #191)
Add xbrl:linkRole to key for labels collection to fix import of Solvency II instance imports (Bug #189)

New Features

Add copy feature for dts (new endpoint /cellstore/v1/dts/copy) (feature request #187)
Add copy feature for instances (new endpoint /cellstore/v1/instances/copy) (feature request #187)

v0.8.4 (2018-02-22)

Breaking changes

xbrl:decimals and xml:lang are now part of the key for facts (this requires reimporting instances)

Bug Fixes

Fix missing aspects xbrldt:default for elements with xbrl:resourceType=dimension
Fix retrieval of previous versions for MarkLogic Connector
Fix selection of fields for MarkLogic Connector
Fix querying of endpoints for closed hypercubes and all versions

Improvements

Performance optimization for MarkLogic connector when importing instances or dts

New Features

Add xbrl:tupleGroupId to each fact belonging to the same tuple (feature request #175)
Add xbrldt:typedDomainRef to type dimensions
Add xbrl:memberType to elements with xbrl:resourceType=dimension
Allow batch insertion for endpoints using Json arrays of items (feature request #180)
Elements now have xbrl:taxonmoy or xbrl:linkbase as part of the key

v0.8.3 (2018-02-05)

Bug Fixes

Fix handling of instances with multiple tuples of the same kind without an explicit id attribute (this raised a conflicting cell error) (Bug #171)

Improvements

Allow setting MARKLOGIC_PARTIAL_COMMIT_AFTER=0 in reportix.properties to configure committing after each atomic updating operation (Bug #170)

v0.8.2 (2018-02-01)

New Features

Added new endpoint methods:
- /cellstore/v1/presentations/definition: Rest Endpoint to create (POST), replace (PUT), and delete (DELETE) presentations metadata from the CellStore.
- /cellstore/v1/calculations/definition: Rest Endpoint to create (POST), replace (PUT), and delete (DELETE) calculations metadata from the CellStore.
- /cellstore/v1/definitions/definition: Rest Endpoint to create (POST), replace (PUT), and delete (DELETE) definitions metadata from the CellStore.
- /cellstore/v1/tables/definition: Rest Endpoint to create (POST), replace (PUT), and delete (DELETE) tables metadata from the CellStore.

Bug Fixes

Aspect xbrl:linkbaseType now contains one of: presentation, calculation, definition, reference, label or generic
The xbrl:linkName now contains the linkname, for example link:definitionLink (was stored in xbrl:linkbaseType before)
The section name is now stored in aspect xbrl:sectionName (was stored in xbrl:linkName before)

v0.8.1 (2018-01-29)

New Features

Added new endpoint methods:
- /cellstore/v1/elements: Rest Endpoint to create (POST), replace (PUT), and delete (DELETE) element metadata from the CellStore.
- /cellstore/v1/labels: Rest Endpoint to create (POST), replace (PUT), and delete (DELETE) label metadata from the CellStore.

v0.8.0 (2018-01-28)

New Features

Added new endpoints:
- /cellstore/v1/definitions/definition: Rest Endpoint to query (GET) definition networks metadata from the CellStore. (Feature Request #157)
Added new endpoint methods:
- /cellstore/v1/dts: Rest Endpoint to create (POST) and replace (PUT) dts metadata in the CellStore.
- /cellstore/v1/taxonomies: Rest Endpoint to create (POST), replace (PUT), and delete (DELETE) taxonomy metadata from the CellStore.
- /cellstore/v1/linkbases: Rest Endpoint to create (POST), replace (PUT), and delete (DELETE) linkbase metadata from the CellStore.
Added xbrl:linkRoles to elements (indicating in which linkRole the elements are used) (Feature Request #157)
Added views for hypercubes, presentations, calculations, definitions and tables to the CellStore Admin UI

v0.7.9 (2018-01-12)

New Features

Added new endpoints:
- /cellstore/v1/tables/definition: Rest Endpoint to query (GET) table definition metadata from the CellStore.
- /cellstore/v1/presentations/definition: Rest Endpoint to query (GET) presentation network metadata from the CellStore.
- /cellstore/v1/calculations/definition: Rest Endpoint to query (GET) calculation network metadata from the CellStore.
Added support for directory wide metadata for ETL repositories using file reportix.json (Feature Request #137)
Added parsing support for table linkbase public workding draft 2013-05-17 (PWD/2013-05-17)
Added DPM Eurofiling plugin (dpm.eurofiling)

Bug Fixes

Fixed NullpointerException in resolveTargetRoles caused by cyclic targetRoles (Bug #148)

v0.7.8 (2018-01-03)

Bug Fixes

Loading an instance with the ETL Tool should by default load the DTS too according to importDts=true parameter (Bug #136)
Error importing xbrl filings that contain undimensional scenarios or segments (Bug #140)

v0.7.7 (2017-12-22)

New Features

Add importDts parameter to endpoint /cellstore/v1/import/instances to automatically import the DTS together with the instance in case it hasn’t been imported before (Feature Request #131)
Add checkbox to also import DTS information to upload dialog of admin UI

Bug Fixes

Loading an instance with endpoint /cellstore/v1/import/instances without instanceId parameter creates xbrl:instance=null as ID (Bug #130)

v0.7.6 (2017-12-14)

New Features

Added DPM EBA plugin (dpm.eba)

Bug Fixes

Fixed wrong xbrl:resourceType for some elements that were marked as concepts but were actually members #124

Improvements

When importing an instance zip archive the behavior of the default instance Id is now configurable in the reportix.properties (DEFAULT_INSTANCE_ID) as either: UUID, the basename of the XBRL instance file (INSTANCEFILENAME), or the basename of the archive zip (ARCHIVEFILENAME). Was only UUID.

v0.7.5 (2017-11-17)

New Features

Added Plugin Type ARCHIVE_IMPORT_BEFORE_PARSING to allow non-XBRL imports with transformations
Added BoE FSA001 example plugin

Bug Fixes

Fixed allowing ETL repositories without Json Metadata files #116
Fixed making version parameter optional #116

v0.7.4 (2017-10-30)

New Features

First alpha release of the following endpoints:
- /cellstore/v1/dts: Rest Endpoint to query (GET), or delete (DELETE) dts metadata from the cellstore.
- /cellstore/v1/linkbases: Rest Endpoint to query (GET) linkbases metadata from the cellstore.
- /cellstore/v1/taxonomies: Rest Endpoint to query (GET) taxonomies metadata from the cellstore.
- /cellstore/v1/labels: Rest Endpoint to query (GET) labels metadata from the cellstore.
- /cellstore/v1/elements: Rest Endpoint to query (GET) elements metadata from the cellstore.
- /cellstore/v1/hypercubes: Rest Endpoint to query (GET) hypercubes metadata from the cellstore.
- /cellstore/v1/import/dts: Rest Endpoint to import (POST) dts archives. Files, such as the schemas and linkbases need to be posted in a zip archive (Or, be present in the local file cache).
Added new source type FILE to ETL tool to allow bulkloading data from local filesystem.
Added importing DTS with the ETL tool.
Added support for MarkLogic 9 #111

Breaking changes

Configuration parameter DEFAULT_INSTANCE_URL_BASE has been renamed to DEFAULT_BASE_URL.
In the import/instances endpoint parameter instanceVersion parameter has been renamed to just version.
In the import/instances endpoint parameter instancesBaseUrl parameter has been renamed to just baseUrl.

Bug Fixes

Fixed filtering array members [MongoDB Layer] #102
Fixed select parameter [MongoDB Layer, MarkLogic Layer] #106

v0.7.3 (2017-10-13)

Improvements

Rename xbrl:version aspect to rptx:version
Enabled replace command in addition to add-missing in ETL Tool for bulkloading filings from S3 (cellstore-etl docker container)

Bug Fixes

Fix BOE PRA value date plugin (reference date for next year after Q8)

v0.7.2 (2017-10-06)

Improvements

Expose openAPI yaml file on server at /docs/index.yaml
Improve API documentation
Performance optimization in Mongo Layer: Physical group index added
Performance optimization in MarkLogic Layer: Physical group index added
Performance optimization for imports and deletes (parallelization)
use a 512 bit hash for item identifiers instead of a potentially very long cleartext identifier

New Features

Added new ETL Tool for bulkloading filings from S3 (Published as cellstore-etl docker container)
First release containing the modular MarkLogic Connector (configure in reportix.properties DB_LAYER=MARKLOGIC):
- MARKLOGIC_SERVER: server host
- MARKLOGIC_PORT: server port
- MARKLOGIC_DB: Database name (requires range index on ‘_gKey’)
- MARKLOGIC_USER: authenticating user
- MARKLOGIC_PASS: authentication user’s password
Added support for xbrldi:typedMember in contexts of xbrl instances
First integration of CellStore SDK adding the ability to implement custom Plugins
Added support for item deletion in the CellStore Admin UI
Add Transaction Checkpointing for long running transactions (Marklogic only)

Bug Fixes

Fixed paging regression “Command failed with error 40234” with parameter paging=true
Fixed propagation of default open parameter value into hypercube
Fixed paging in MarkLogic Layer
Fixed deletion of all versions of an item with rptx:version=* in Mongo Layer

v0.7.1 (2017-08-09)

Improvements

Removed required pattern parameter for filtering (GET) on each endpoint. For example, for the facts endpoint this makes using filter xbrl:concept=* superfluous.
Add contexts collection to Admin UI

Bug Fixes

Allow all CORS methods GET, HEAD, POST, PUT, PATCH, DELETE, OPTIONS for rest API endpoints
Fix instances base url field in upload dialog of instances collection in the admin UI
Fix target folder path of default docker config (did not find the right reportix.properties)

New Features

Expose static information on server endpoint /docs/*. This is in more detail:
- The current Changelog: /docs/changeLog.html
- OpenApi definition: /docs/index.json
- Server Version info: /docs/version.json
- The endpoint schemas as listed in the schemas index: /docs/schemas/index.json

v0.7.0 (2017-08-03)

New Features

First alpha release of the following endpoints:
- /cellstore/v1/instances: Rest Endpoint to query (GET), create (POST), replace (PUT), and delete (DELETE) instances metadata.
- /cellstore/v1/facts: Rest Endpoint to query (GET), create (POST), replace (PUT), and delete (DELETE) facts from the cellstore.
- /cellstore/v1/contexts: Rest Endpoint to query (GET) contexts from the cellstore.
- /cellstore/v1/import/instances: Rest Endpoint to import (POST) instance archives. All files, such as the instance XBRL file and extension taxonomy documents need to be posted in a zip archive.
The Query (GET) Rest interfaces support two operators in this release: equality (default; ::eq) and greater than (::gt).
The Query (GET) Rest interfaces support a wildcard filter (*) for the equality operator.
Added an admin user interfact to browse/filter the instances and facts collections.

cellstore, install, release notes