The version histories that sat at the top of the five identity pages and their shared library have moved to this changelog. Each file now carries a link to its own changelog page instead.
What has changed on this site, in its database and in the scripts behind it, newest first. Older history is being filled in as it is reconstructed, and each entry says whether it was recorded at the time or rebuilt later.
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The version histories that sat at the top of the five identity pages and their shared library have moved to this changelog. Each file now carries a link to its own changelog page instead.
The five identity pages now take their styling from the site's shared stylesheet. Each page's own styles were cut down to what is particular to it, and every removal was checked so that each element keeps the same look.
A few rules that several identity pages used, and no other page did, moved into the shared stylesheet.
The five identity pages now draw their shared parts from one library: the search bar, the entity and asset lines, the name and label-window lists, the name-join check, the edit comparison and the record update. Each page lost its own copy, so a fix to one of these parts now reaches every page at once.
Nothing a visitor sees changed. Each page refuses to load, and says why, if the library is missing or too old. An edit preview opened before this update is refused once as out of date and must be rebuilt. Name records keep their own audited save path and are not written by the library.
Search gained a history block and an add-history button, so all four record types can be found and started from one page.
Search results now appear in a fixed order: entities, then assets, then names, then history. Each block shows its first ten rows with an option to show all, and entity matches are ranked by exact match first.
The "Add entity" links now open the new combined entities page in create mode instead of the separate add-entity page.
When an asset has no name but unlinked name records with its exact symbol exist, its row offers "choose name (N)" first, with adding a new name second, so the existing record gets linked instead of a duplicate being created. An unlinked name row also gets a "link" action.
The count is an exact symbol match on purpose; looser matches belong to the link page's own search. The search page still writes nothing: the linking happens on a separate page with its own preview and confirm.
A third panel lists every matching name record, current or replaced, and says whether each is linked to an asset or still unlinked. A name that the asset panel cannot find is now visible here, with the reason.
The panel reads the name records themselves rather than the current-name lookup, so replaced names and names with no asset yet are findable. The two dates on a name, when it took effect and when it was last seen in use, are shown side by side.
Each asset in the results now shows its own name. Names had been looked up by ticker, so two assets that shared a ticker showed the same name, and one asset could borrow the name of an unrelated fund that used the same letters.
The "+ add name" link now carries the asset as well as the symbol, so the name it creates belongs to that asset. Until a name is linked to its asset, a search by that name finds no asset row; the next version made those names visible.
Two columns help tell look-alike records apart: the asset panel shows the entity each asset belongs to, linked to it, and the entity panel shows each entity's SEC CIK number. Two assets that shared a ticker had looked identical.
The entity column came first (1.0.3), the CIK column second (1.0.5). The CIK is shown, not searched, so a short number does not match every CIK that contains it.
The search page links to the pages that add an entity, an asset or a name: an action bar under the search box, a link inside each empty panel, and a "+ add name" link in any asset row whose name is blank, opened with that symbol filled in.
Built over two versions the same day: the entity and asset links first (1.0.2), then the name link and the blank-cell shortcut (1.0.4).
A whole-number search term is also matched exactly against each record's id, and an id match is listed first.
A master data search page: one box searches the asset and entity tables by symbol and name, as a contains match that ignores case, and lists the results in two panels. It only reads; nothing on it writes.
The search page moved into the site's admin tools area, where access is checked by role, and now uses the site's shared page header, footer and navigation. Every link on it was updated to the new addresses, and search engines are told not to index it.