XBRL Tagger Changelog

XBRL Tagger Changelog

Information:
For any issues with the Tagger version you are using, please contact us at xbrl-support@amana.lucanet.com

Features:

  • Implemented Filing Rules for ESEF Reporting Manual 2025

  • Added warning detection for legacy "-esef-ix-hidden" prefix usage with guidance to migrate to new "ix-hidden" prefix [REX-10798]

  • Updated document generation to include new DTR data type for ESEF 2024 taxonomy and newer [REX-10784]

  • Added automatic selection of Transformation Registry 5 when ESEF 2024 or newer taxonomy is loaded [REX-10774]

  • Removed specific item type restrictions for anchoring to support both ESEF and KVK requirements [REX-10769]

  • Updated default Filing Rule Set for Merge iXBRL to match report creation process [REX-10970]

Fixes:

  • Fixed an issue where Viewer Timeout occurred in Tagger after switching between multiple pages with table tagging [REX-11377]

  • Fixed an issue where duplicate RoleType declarations appeared after merging multiple tagged chapters [REX-11327]

  • Fixed an issue where the Merge iXBRL process did not create validation Excel documents [REX-10971]

  • Fixed an issue where Roll Forward only updated end dates but not start dates for cells with two periods [REX-8976]

Features:

  • Tagger Agent has been added with Numeric Tagging, Text Tagging and Calculations.

  • Added ESMA 2025 Filing Rules

  • Added Dutch KVK Filing Rules

  • Added the possibility to tag "empty" cells containing spaces or other characters. [REX-38]

  • Added support for Preferred Label Role "Total" for extension elements. [REX-221]

  • Adjusted toolbox feature to handle @escape attribute according to ESMA 2025 guidance [REX-10776]

  • Enabled automatic detection and setting of @escape attribute for non-textblock tags based on active HTML character detection (ESMA 2025). [REX-10777]

  • Adjusted default value for version component in Report Generation window from 0 to 1. [REX-10962]

  • Added multi-select functionality to change properties for multiple elements at once. [REX-5550]

  • Implemented dynamic entry point selection for Dutch GAAP. [REX-9057]

Fixes:

  • Fixed an issue where the "Correct the escape attribute" toolbox feature did not work on extension tags. [REX-6903]

  • Fixed an issue where generating reports failed when the scale of a cell exceeded technical limits. [REX-7756]

  • Fixed an issue where table selection became misaligned after using zoom in/out buttons. [REX-8959]

  • Fixed an issue where sorted presentation roles order was incorrect when merging and creating an iXBRL package of more than one zip file. [REX-870]

  • Fixed an issue where only the ESEF taxonomy was loaded when selecting UKSEF 2025 in the taxonomy selection. [REX-10643]

  • Fixed an issue where the custom XbrlContextIdentifierScheme value from Document Settings was ignored during Inline XBRL generation. [REX-10717]

  • Fixed an issue where the Tagger crashed in the Customize Hierarchy window when interacting with removed taxonomy elements after updating to ESEF Taxonomy 2024. [REX-10960]

  • Fixed an issue where the version number was not included in Spanish report package/zip names. [REX-6902]

  • Fixed an issue where in rare cases tags placed only on tables could not be processed. [REX-7693]

  • Fixed an issue where the blue frame was offset when editing a semantic table after using the zoom function. [REX-7920]

  • Fixed an issue where the extension prefix was not limited to 20 characters as required by ESMA Filing Rule 3.1.5. [REX-8190]

  • Fixed an issue where the Context Identifier Schema was overwritten for FRC/UKSEF taxonomies. [REX-8640]

We've changed our version numbering system. This labeling change doesn't affect your update processes or software compatibility.

Features:

  • Updated Versioning for XBRL Tagger [REX-7798]

  • Included CIPC taxonomy [REX-8209]

  • Included VSME taxonomy [REX-8202]

Fixes:

  • Fixed an issue where it was not possible to import tagging using import word Document Textblock to PDF [REX-7845]

  • Fixed an issue where in rare cases the XHTML converter failed for Word files [REX-7957

  • Fixed an issue with Ukrainian IFRS taxonomy translations [REX-8246]

  • Fixed an issue with missing escape properties for strings from additional taxonomies [REX-8320]

Fixes:

  • Fixed an issue where pure xHTML conversion would terminate if no taxonomy is loaded [REX-7801]

Features:

  • KVK taxonomy is now included in the Cache and Taxonomy selection dropdown. [REX-3984]

  • It is now possible to include additional XHTML files to a XBRL package [REX-6907]

  • SchemaLocation, Filing Rules and Schema Identifier are now automatically set when selecting KVK taxonomy. [REX-7046, REX-7490]

Fixes:

  • Fixed an issue where two different SchemaLocations were included in one document. [REX-6469]

  • Fixed an issue where for PDF internal document links are not retained in converted XHTML file. [REX-6930]

  • Fixed an issue where in rare cases a document could not be opened. [REX-7406]

  • Adjusted Error message for x-id Error to give more context on where the error occurred [REX-7347]

  • Return InlineXBRLDocument when calling MergeInlineXbrl [REX-4708]

Fix:

  • Fixed an issue where the Escape Value in the XHTML was "true" for non-textblocks even though "false" was selected in the Tagger [REX-6683]

Fixes:

  • Fixed an issue where list paragraphs or footnotes were converted in columns [REX-6987]

  • Fixed an issue where converted images would lose quality [REX-7071]

Fixes:

  • Fixed an issue where a summation-item was missing from the calculation-linkbase [REX-6998]

  • Fixed an issue where the selected calculation settings were overwritten upon application restart [REX-6992]

Fixes:

  • Fixed an issue where locators were not added to the taxonomy [REX-6979]

Features:

  • Added Escape Attribute information to the Textblock Report. [REX-5894]

  • ".xbri" files are now visible by default in the Merge iXBRL Files window. [REX-6040]

  • Updated the default options in the Merge window. [REX-6123]

  • Added colors and element types to the Textblock Report Excel export. [REX-6543]

  • Added DK-GAAP taxonomy 2024 to the XBRL Cache and Taxonomy Selection dropdown. [REX-6679]

  • Removed the Label option "Standard Role with Priority". [REX-6060]

Fixes:

  • Fixed an issue where an error occurred after trying to delete an additional taxonomy from the Manage Additional Taxonomies menu. [REX-5949]

  • Fixed an issue where the wrong Entry Point for the ESEF Taxonomy was loaded when selecting UKSEF. [REX-5999]

  • Fixed an issue where in rare cases document loading failed with the error message: "startIndex cannot be larger than length of string. (Parameter 'startindex')". [REX-6199]

  • Fixed an issue where content in Inline Viewer was not correctly aligned for Word files. [REX-6271]

  • Fixed an issue where the Summation item definition did not change based on the Calculation Linkbase Validation selection. [REX-5898]

  • Fixed an issue where it was not possible to filter the taxonomy to display only Booleans or Enumerations. [REX-6569]

  • Fixed an issue where Guidance 3.2.2 was incorreclty triggered due to the use of http instead of https. [REX-6821]

UI Changes:

  • Improved the message for escape attribute adjustment in the toolbox (no change in behavior). [REX-6061]

  • Shortened the display of names for some taxonomy entries in the bottom-right corner tab. [REX-6092]

  • Corrected the French translation for period start date [REX-6460]

  • Corrected the German translation for Role Order. [REX-6700]

  • Corrected the German translation for XBRL Files Tree. [REX-1915]

Improvements:

  • Add ESMA 2024 Taxonomy to Taxonomy Selection & XBRL-Cache [REX-6519]

Fixes:

  • Fixed an issue where in PDF files the text selection marker moved after using zoom in/out button [REX-6190]

Fixes:

  • Fixed an issue where Tagger restored textblock tags incorrectly [REX-6236]

  • Fixed an issue where Tables do not get converted correctly when enclosed in a content control [REX-6095]

Features:

  • UKSEF 2025 taxonomy has been added to the XBRL Cache. [REX-5889]

  • It is now possible to select "NetLabel" in "Preferred Label Role" dropdown. [REX-5726]

  • TextBlockReport and MappingReport now display values for Booleans and Enumerations. [REX-3686]

  • It is now possible to set the version component of a report file name in the Document settings. [REX-3448, REX-3447]

Improvements:

  • Updated the XBRL Cache to include the DK-GAAP 2023 taxonomy [REX-5584].

  • Updated the XBRL Cache to include the CIPC SA 2024 taxonomy [REX-3235].

  • Toolbox now sets @escape attribute according to Guidance 2.2.7 changes in the ESEF 2024 Filing Rules [REX-3632]

  • In Report Generation window, "Report-Package" option is now the default package type. [REX-3446]

  • Additional datatypes were added to extension item type dropdown. [REX-218]

UI Changes:

  • Adjusted the shown date format in the Toolbox (no changes in behaviour) [REX-5868]

  • Adjusted error message text from DuplicateMapping to InconsistentDuplicateMapping. [REX-697]

  • Adjusted message on table deletion to clarify which elements will be deleted. [REX-93]

  • Adjusted message on decision between creating a duplicate or a text block continuation. [REX-91]

Fixes:

  • Fixed an issue where entering an invalid date in a date field would result in an error. [REX-5877]

  • Fixed an issue where right clicking on a blank PDF page would result in an error. [REX-5585]

  • Fixed an issue where role structure names were not carried over correctly. [REX-1419]

ESEF 2024 Filing Rule changes:

  • Created ESMA 2024 filing rules [REX-5650]

  • Guidance 2.2.7: Updated Textblock validation and error name [REX-3443]

  • Guidance 2.6.2: Removed current check and replaced it with Report Package 1.0 specification [REX-5598]

  • Guidance 2.6.3: Added new property for version number [REX-5750]

  • Guidance 2.6.3: Added a filling rule check for the filename version number [REX-5599]

  • Guidance 3.4.1: Updated the error codes for Calculation 1.1. [REX-3454]

  • Guidance 3.4.1: Calculation 1.1 has been set as default in the calculation linkbase validation [REX-3452]

  • Guidance 3.2.2: Added check on data type URLs for domain members [REX-5600]

Fixes:

  • Fixed an issue where the XBRL Cache was not containing the final EFRAG taxonomy. [REX-4725]

  • Fixed an issue where the final EFRAG taxonomy was not shown in the taxonomy selection view. [REX-4724]

  • Fixed an issue where changing the User Interface (UI) language resulted in an error. [REX-4726]

Improvements:

  • The "Save as" function for PDF files now saves both the PDF and the corresponding mapping file under the selected name. [REX-3157]

  • Footnotes can now be tagged also from the Text Tagging tab. [REX-3431]

  • Updated taxonomy selection list with the latest EFRAG taxonomy release [REX-3860]

UI Changes:

  • Improved formatting for the "Migrate Taxonomy" information window. [REX-3163]

  • Updated displayed values for certain date formats in Document Settings (no changes were made to the date formats themselves). [REX-3434]

  • Clarified the buttons in the Exit Application window to better indicate their functions. [REX-3744]

Fixes:

  • Fixed an issue where in rare cases merging reports resulted in nested continuation. [REX-346]

  • Fixed an issue where the "Unit" property value was not correctly taken over to the neighboring cell with same tag. [REX-1342]

  • Fixed an issue where in rare cases the tags were not aligned correctly when a table spanned over several pages. [REX-3318]

  • Fixed an issue where in rare cases the "Import Word document text blocks" into a PDF file would fail. [REX-3319]

  • Fixed an issue where the "Scale" property reverted to its original value after switching tabs. [REX-3411]

  • Fixed an issue where columns would shake when resized to certain widths. [REX-3415]

  • Fixed an issue in the Toolbox where the descriptions of the values for "Replace the Date" were missing. [REX-3437]

Features:

  • It is now possible to filter by Taxonomy Element Type in the Text Tagging tab. [REX-3040]

Improvements:

  • The description for the "Element Not Found" error has been updated to indicate whether it is an extension element. [REX-1078]

  • When selecting an extension element, the "Taxonomy Extension Properties" tab now opens automatically. [REX-314]

  • The entries in the Taxonomy selection dropdown have been updated. [REX-2865]

UI Changes:

  • Banners have been updated to reflect the new Lucanet design. [REX-3047]

Fixes:

  • Fixed an issue where in rare cases restoring mappings resulted in infinite loading time. [REX-2907]

  • Fixed an issue where the package type selection did not work properly during HTML file merging. [REX-494]

  • Fixed an issue where in rare cases tables were not displayed properly. [REX-1020]

  • Fixed an issue where tagging of enumerations was deleted when adding dimensions. [REX-1055]

  • Fixed an issue where the units window was empty. [REX-2819]

  • Fixed an issue where typed dimension information could not be saved. [REX-2818]

  • Fixed an issue where opening the Taxonomy registry import window resulted in an error. [REX-2866]

  • Fixed an issue where table columns were shaking during table tagging. [REX-3415]

  • Fixed an issue where the scale changes back if switching from "Default Settings" to "Advanced Settings" tab. [REX-3411]

Features:

  • When tagging a continuation, the Continuation Manager allows to select the base text block if this has dimensions. [REX-232]

Improvements:

  • Users can now define a custom value for scale intensity in Properties and Settings. [REX-40]

  • Updated information on FAQ entry for pdf2HtmlEx. [REX-214]

  • When an iXBRL report is generated, more information about the nature of private characters in the document is shown in the validation results. [REX-325]

  • UnresolvedMapping Error for table tagging now shows more pieces of information about the corresponding table. [REX-436]

  • Logging improved for Pdf2HtmlEx issues. [REX-548]

  • Added an option in Application Settings to generate a ZIP file without the reportPackage.json file if this is requested by the authorities. [REX-1315]

  • The Enumeration Values window now includes a search bar. [REX-1506]

  • XBRLCache taxonomies have been updated and the new ISSB taxonomy (i.e. IFRS Sustainability Disclosure Taxonomy from 30.04.2024) is now included as well. [REX-2238]

UI Changes:

  • The Settings Application window has been updated so that the text is properly aligned for all languages. [REX-936]

Fixes:

  • Fixed an issue where opening Presentation Roles Order window would result in an error message. [REX-876]

  • Fixed an issue where an exception was thrown when loading an unmapped document while the XBRL Preview tab was active on another Tagger window. [REX-931]

  • Fixed an issue where an exception was thrown when trying to change the unit property of a tag. [REX-932, REX-1698]

  • Fixed an issue where footnotes indicators were not properly included within their cells if a text block tag was applied to a table with the HTML <table> tag activated. [REX-1005]

  • Fixed an issue where in rare cases hidden elements were falsely included in a generated report. [REX-1283]

  • Fixed an issue where Toolbox entries went missing when changing the UI language of the application. [REX-1287]

  • Fixed an issue where in rare cases, when loading a PDF, the Tagger would stall while Processing text blocks. [REX-1384]

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:

Improvements:

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]

Improvements:

  • When connecting two tables using the "Label Table ID" of the first table, the table name now also gets transferred. [#1067]

  • Extension elements now generate new error messages with Intool Validation when they do not contain a standard label or the label role of the element is empty. [#1135]

UI Changes:

  • Changed the naming of "Layer" in the Dimension Member view to the term "Axis" to align with the terms used in taxonomies (no change of functionality). [#1233]

  • Adjusted tool tips for several icon buttons to better reflect their purpose. [#1241, #1244, #1246]

  • Adjusted  hover-color in menu bar for better visibility. [#1248]

  • Adjusted the "Generate iXBRL" icon button to better reflect its purpose. [#1238]

  • Adjusted the message for "InvalidDimensionError" to better reflect how to resolve it. [#1249]

Fixes:

  • Fixed an issue where the Label of the Element in "Properties"  was not correctly carried over to "Taxonomy Extension Properties". [#546]

  • Fixed an issue where in rare cases the font folder was causing the Tagger not to start correctly. [#1253]

  • Fixed an issue where the Continuation would not be properly generated when using the Copy/Paste option in the Text Tagging tab. [#1117]

  • Fixed an issue where the setting "Target Namespace" in the Document Settings was missing. [#1243]

  • Fixed an issue where in rare cases an empty cell was included into a calculation. [#1083]

  • Fixed an issue where the "Update" button would still be active after the latest update was carried out. [#565]

  • Fixed an issue where an InvalidAnchor error appeared when a subtotal of a sum was replaced by an extension. [#1119]

  • Fixed an issue where in rare cases the Tagger crashed when loading a file. [#1251]

  • Fixed an issue where in rare cases the Tagger crashed without an error message [#1222, #1252]

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