daniel3303/Equibles](https:

Added

• Covering index on InstitutionalHolding (CommonStockId, ReportDate) with
  INCLUDE (InstitutionalHolderId, Value, Shares). Lets the per-stock
  ownership-trend rollup on /Stocks/{ticker}/Holdings run as an index-only
  scan instead of a bitmap heap scan with lossy blocks. Heavy names like
  AAPL (~76k holdings across 18+ quarters) dropped from ~14 s to ~3 s cold
  load locally; warm cached responses are unaffected. The annotation is
  inlined directly into the Initial migration — fresh deployments and
  upgrades from earlier 1.1.x both run a single CreateIndex with the
  INCLUDE list attached.
• New end-user guide pages (docs/guide/): how-to — change how far back
  data syncs; how-to — use the existing embedding endpoint; FAQ —
  disable the update-available banner; FAQ — how much disk space
  Equibles needs; FAQ — wipe the database and start over.

Changed

• IDocumentPersistenceService.Save accepts accessionNumber as an optional
  parameter (= null) so non-SEC document callers (e.g. earnings-call
  transcripts) don't have to thread a value they don't have. SEC scrapers
  still pass the accession number explicitly; the FinancialFacts importer
  continues to link facts to documents via the existing
  WHERE AccessionNumber IS NOT NULL filter.

Fixed

SEC document normalization

• TableNormalizationStep no longer drops rows whose only content is an
  <img> (or any other non-text visual element — <br>, <canvas>,
  <svg>, <iframe>). The previous behavior erased signature-image rows
  on 10-K signature pages because IsOnlyWhitespaceSpan treated "zero
  spans" as "visually empty".
• TableNormalizationStep also no longer drops columns whose cells each
  contain only a non-text visual element. IsColumnEmpty previously
  checked cell.TextContent alone; the row-side HTML-aware emptiness
  check is now shared between rows and columns.
• CurrencyConsolidationStep no longer treats unrelated uppercase
  acronyms (USDA, USDC, EUREKA) as currency cells. ISO code
  detection switched from text.Contains(code) to a word-boundary match,
  so a row label like "USDA inspected facilities" is left intact and no
  longer triggers a spurious "All values are in US Dollars." note.
• CurrencyConsolidationStep re-applies the per-row gate during the
  processing pass, so a header row with a non-empty next cell (e.g. a
  "Q1" label in column 1) is no longer silently overwritten when another
  row in the same column trips the consolidation gate.
• PaginationRemovalStep requires a word boundary after Part when
  scanning paragraphs after an <hr>. Previously a paragraph starting
  with "Partnership agreement", "Particular circumstances", or "Parts
  inventory" was removed alongside genuine "Part I" / "Part II" headers.
• HeadingConversionStep.IsPartHeading no longer throws
  IndexOutOfRangeException when the post-PART suffix is composed
  entirely of split delimiters (e.g. Part -). The throw used to abort
  the whole normalization pipeline for the affected filing.

SEC financial facts (XBRL)

• StandaloneXbrlParser.ResolveUnit trims leading/trailing whitespace
  around the xbrli:measure QName before resolving, per the XBRL spec's
  collapse whitespace facet. A padded measure like " iso4217:USD "
  now emits Unit = "USD" instead of "USD ", matching
  InlineXbrlParser.ResolveUnit. Fixes silent value-column
  misclassification in downstream FinancialFacts tools when the two
  parsers disagreed on the same logical input.
• StripPrefix / ResolveUnit drop XBRL facts whose measure has an
  empty local name (e.g. iso4217:). Previously the fact ended up in
  the output with Unit = "", which is unusable downstream.

Web / accessibility

• AJAX modal titles use <h2> to keep the page heading hierarchy intact
  (was an <h5>, producing a heading-level skip from the navbar <h1>).
• MCP-client accordion radio buttons, the worker status page search box,
  and the status page auto-refresh toggle now carry aria-labels for
  screen readers.
• The site navbar is wrapped in a <header> landmark so assistive tech
  can jump to it directly.
• The home-page CTA row wraps on narrow viewports instead of overflowing
  horizontally.