Wrong text formatting for a statement in Jupyter

[BaraVaq]

Issue Type

• XBRL Parsing Issue (statement rendering, concept mapping)

Environment

EdgarTools Version: (e.g., 5.28.2)

Bug Description

What you expected to happen:
Right text formatting for a statement.

What actually happened:
Wrong text formatting for a statement.

Error message (if any):

Paste any error messages here

Reproduction

Company/Ticker: (AAPL)
Time Period: (2020:)
Relevant Forms: (10-K, 10-Q)

Minimal code to reproduce:

# Paste the minimal code that reproduces the issue
from edgar import Company

company = Company("AAPL")
filings = company.get_filings(form=["10-K", "10-Q"], filing_date="2020-01-01:")
filings[0].reports[20].view()

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This issue will be handled using EdgarTools' systematic issue resolution workflow. A reproduction test will be created to verify the fix.

[dgunning]

Triage

Classification: Display / Rendering bug
Priority: P3 (cosmetic — data is accessible via to_dataframe(), display is degraded)
Component: edgar/sgml/filing_summary.py → Report.view() → HTML table rendering

Reproduction

from edgar import Company
company = Company("AAPL")
filings = company.get_filings(form=["10-K", "10-Q"], filing_date="2020-01-01:")
filings[0].reports[20].view()  # Revenue (Tables) — R20.htm

Root Cause

Report #20 is "Revenue (Tables)" — an R-file from the filing summary that contains both narrative text and structured financial data in a single HTML table. The HTML parser treats the entire content as one table and renders it via Rich, which produces a mangled layout because:

1. The narrative text block (disaggregated revenue description) gets squeezed into a narrow column
2. The actual tabular financial data (iPhone, Mac, iPad line items with values) is mixed in with the narrative
3. Rich's column width heuristics don't handle this hybrid content well

This is not Jupyter-specific — the terminal rendering shows the same issue. Jupyter may make it more visible due to different width constraints.

Workaround

Use to_dataframe() to get the structured financial data cleanly:

df = filings[0].reports[20].to_dataframe()

Notes

This is a known limitation of rendering R-files that mix TextBlock disclosures with tabular data. Fixing this properly would require either splitting the content into separate text/table sections during parsing, or improving the Rich table renderer to handle hybrid content.

[dgunning]

Thanks for reporting this, @BaraVaq.

The report you're viewing (reports[20]) is "Revenue (Tables)" — an R-file that mixes narrative text with structured financial data in a single HTML table. Our Rich renderer doesn't handle that hybrid content well, which is why the layout looks mangled. This happens in the terminal too, not just Jupyter.

Workaround: Use to_dataframe() to get the structured data cleanly:

df = filings[0].reports[20].to_dataframe()

We'll look at improving the rendering for these mixed-content reports in a future release.