XBRL Tagger Changelog

Improvements:

• Updated the error message for missing Footnote element to clearly indicate which footnote is missing. [4381]

• ToolBox Actions can now be enabled/disabled via Application window in Settings. [4325]

• Switched “Report Comparer” origin and result view to represent the expected order. [2663]

• Superscript footnote numbers are now correctly recognized as footnotes and carried over in the report. [2497]

Fixes:

• Fixed an issue where in rare cases some tags were missing after generating an iXBRL report. [5188]

• Fixed an issue where Word files would not load correctly in the Tagger when containing superscripts in a table. [4735]

• Fixed an issue where in rare cases files would not load up correctly due to NullException error. [4693]

• Fixed an issue where in rare cases the SEC prefix would not be carried over correctly. [4482]

• Fixed an issue where in rare cases PDFs would not load up correctly due to start node error. [4406]

• Fixed an issue where in rare cases the option “Delete Continuation Chain” would not work as intended. [4279]

• Fixed an issue where “Registry 3 (SEC)” formats would not be recognized properly. [4162]

• Fixed an issue where in rare cases the “Merge iXBRL” functionality would not merge files correctly. [4094]

• Fixed an issue where “Undo optimize Page” option would not work. [4023]

• Fixed an issue where tags would be misplaced when a table was split on page break. [2730]

• Fixed an issue where the Tagger would crash after trying to drag/drop elements from the “Customize Hierarchy” window onto a table. [2603]

Improvements:

• Tagger now recognizes superscript digits in Word documents as footnotes in Table view. [2497]

• Updated Cache with new UTR release and EFRAG ESRS Draft Taxonomy Release

UI Changes:

• The names of items in the dropdown menu for Calculation Linkbase Validation Mode in XBRL Processor Settings have been updated to better reflect the used validation method.  [1482]

Fixes:

• Fixed an issue where “AT” was not accepted as Publisher Country in Document Settings – Package Settings. [2551]

• Fixed an issue where verbose labels for Dimension Members were not set as preferred labels in the report. [2205]

• Fixed an issue where the generation of a "Report-Package" type report resulted in an error message. [2760]

• Fixed an issue where the XBRL Cache was not deployed correctly. [2752]

• Fixed an issue where the "Merge Mapping" function crashed if both files contained the same tag. [2516]

• Fixed an issue where a Table tag was not applied when using EFRAG ESG taxonomy. [3763]

• Fixed an issue where exporting the Report Comparer results to Excel caused in an error message. [2662]

• Fixed an issue where the Extensible Enumeration window was not popping up. [2753]

• Fixed an issue where the References were not displayed in the Taxonomy Tree. [3767]

• Fixed an issue where the UTR window was not displaying any Units. [3772]

Features:

• XBRL Files Tree and XBRL Report Comparer now support .xbri files. [1506] 

• When generating a report, .xbri can now be selected in addition to .zip format. [1494]  

• Mapping Clipboard now supports hidden elements. [1286] 

Improvements:

• When an ESEF 2022 Taxonomy is loaded, the corresponding version is now shown in addition to the entry point. [2215] 

• ESMA 2023 filing rules are now the default filing rules for the validations of ESEF Taxonomy 2022. [1637] 

Fixes:

• Fixed an issue with Presentation Roles Order that happened when using high resolution monitors. [1507] 

• Fixed an issue where, in rare cases, opening up the Document Settings resulted in an error message. [2509] 

Features:

• XBRL Files tree now allows to "Copy Hash to Clipboard" via right click on the selected file. [#1334]

• It is now possible to tag Extensible Enumerations. [#1087]

Improvements:

• The unit of tagged values that are numerical but not monetary is now set by default to "pure" instead of the standard currency. [1461]

• The window that pops up when loading a document on the Tagger that has an automatically saved mapping file now shows not only the time but also the date of the auto-saved file. [#1352]

• Tagging footnotes in Word documents has been improved.  It is now possible to reorder footnotes while keeping the tags correctly attached to the original footnote. It is also possible to tag parts of footnotes. [#1301]

• The additional Excel reports that are generated when creating an iXBRL report have been moved to the base folder together with the ValidationResults Excel file. [#1316]

• XBRLCache has been updated to include ESMA Taxonomy 2022 v.1.1 [1635]

• A check for invalid layers has been added when loading a file in the Tagger. This check also generates a warning message. [1669]

• The warning message that pops up when user is exceeding maximum number of layers has been updated. [#1345]

• A new option to the PDF Settings has been added: it is now possible to select where pdfToHtmlEx should be located. [#1307]

Fixes:

• Fixed an issue where, in rare cases, roll forward resulted in an error message. [1748]

• Fixed an issue where the selection of text elements in XHTML documents would vanish. [1569]

• When generating an iXBRL report, the newly created folder now opens directly instead of the parent folder. [#1227]

• Fixed an issue where the country code in Document Settings would not be properly recognized. [1787]

Features:

• Tagger now supports RTL language files. [#1169]

• Excel reports are now added to the report folder when generating a new report. [#1229]

• The displayed date format can now be changed in the Tagger settings. [#1126]

• In the result form after report generation the nodes can now be expanded/hidden via right click menu entry. [#1196]

• Text block tags and their continuations can now be moved to another free layer via right click menu. [#844, #1147]

• Duplicate Hidden Elements now generate an error in the in-tool validation. [#502]

• Deviation in selected Registry now generates an error in the in-tool validation. [#711]

• Tags of an old version can now be restored and will be merged when the new document already has some tags. [#761]

• Some additional item types required for ESG were added in the Taxonomy Extension Properties. [#1215]

• There is now an option to view the XBRL file tree of a ZIP file. [#1260]

• PDF text block mapping now has a wizard to visualize the roll forward process and compare the differences between mappings. [#1072]

• There is now an XBRL Report Comparer to view the differences between the content of two ZIP files. [#1230]

• It is now possible to reorder chapter numbers in Presentation Linkbase of Extension Taxonomy. [#1124]

• It is now possible to find the used tag in the Taxonomy viewer. [#933]

Improvements:

• Default language is now set to language without further locale as recommended in our Documentation. [#1187]

• Escape attribute for text blocks in the text block properties will now be set to "true" by default. [#1234]

• "Create <table> tag for tagged tables" in the Document Settings is now set to "true" by default. [#1185]

• Improved report generation algorithm for some PDF cases. [#1092]

• When creating a new layer Tagger now reminds that tables need to be cloned before they can be tagged on the new layer. [#743]

• Tagger now informs when a special character in the Document Settings Company name will be removed in Extension prefix because of restrictions. [#1263]

• Window placement has been improved. [#1266]

• When running "English" as Tagger language, the Default Language for new documents is now "English" instead of "English (US)". [#1186]

• When changing the Label Handling Option in the Document Settings, an additional confirmation window now shows up. [#614]

• When generating the iXBRL Package, the Excel Reports are now added to the destination folder as well. [#1229]

• Improved Validation Results with General Information, Validation Overview, and the content of the Linkbase Enums and Roles. [#1267]

• A popup window with a link to our PDF guidelines now appears when loading a new PDF without mapping [#1076]

• When using the Mapping Clipboard to copy text blocks, now it contains information about the origin layer. [#904]

• Entry point for ESEF 2022 is checked automatically to contain https. [#1148]

• New continuations are now automatically sorted correctly even when they are tagged before the initial tag belonging to the continuation. [#1262, #1066]

• Tagger now displays a message when the weight between two periods of the same tag differs. [#551]

• When opening a new file in the Tagger a separate window is opened instead of replacing the old file. [#540]

UI Changes:

• Tool Name changed to: LucaNet XBRL Tagger. [#1320]

• Tagger settings got redesigned - the settings are now sorted by topic and a search bar has been added (no functionality change). [#1218]

• Updated the icon for Validation messages to the new design. [#1287]

• Updated the Processor Settings UI. [#1175]

Fixes:

• Fixed an issue where in rare cases opening a document would lead to an exception. [#1154]

• Fixed an issue where a change in page numbering between versions was not correctly reflected in the Tagger. [#960]

• Fixed an issue where in rare cases numbers in brackets were not correctly recognized as negative. [#1258]

• Fixed an issue where unresolved mapping would not always be restored correctly. [#953]

• Fixed an issue where in rare cases the table headers with some special formatting were not visible in the Inline Viewer. [#1288]

• Fixed an issue where in rare cases in Document Settings changing the Label Handling Option would lead to an Unhandled Exception. [#1304]

• Fixed an issue where "Profit or Loss" would not be correctly categorized into "Statement" (issue only for EDGAR Viewer). [#1327]