CHANGELOG: add v1.0.0-rc.1

2025-01-10 20:06:06 -08:00
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 [//]: # (docker-finance | modern accounting for the power-user)
 [//]: # ()
-[//]: # (Copyright [C] 2024 Aaron Fiore [Founder, Evergreen Crypto LLC])
+[//]: # (Copyright [C] 2024-2025 Aaron Fiore [Founder, Evergreen Crypto LLC])
 [//]: # ()
 [//]: # (This program is free software: you can redistribute it and/or modify)
 [//]: # (it under the terms of the GNU General Public License as published by)
@@ -18,6 +18,246 @@

 # Changelog (`docker-finance`)

+## 1.0.0-rc.1 - 2025-01-23
+
+⚠️ **Breaking changes for this release candidate** ⚠️
+
+> Tip: when in doubt, regenerate your entire setup. Your environment and accounts will be backed up in the process.
+
+#### Repo
+
+🚨 For installation:
+
+- ❗ **MUST** re-run the installation procedure in [README.md](README.md#installation)
+  * Reinstall on a freshly pruned system
+    - Remove all previous docker-finance related images, clean cache
+
+#### Client
+
+🚨 For all environments and applicable configurations:
+
+- ❗**MUST** re-run `gen` command
+  * Run with arg `type=env`
+    - **MUST** manually copy over your previous settings (except for `DOCKER_FINANCE_DEBUG`)
+
+- ❗**SHOULD** re-run `gen` command
+  * Run with args `type=flow,superscript config=subscript,hledger,fetch confirm=off`
+    - **MUST** manually copy over your previous settings
+
+#### Container
+
+🚨 For coinbase account:
+
+- ❗**MUST** re-run `fetch` command
+  * Run `fetch account=coinbase` for all applicable years
+  * Run `fetch all=price` for all applicable years
+
+🚨 For all accounts and subaccounts:
+
+- ❗**MUST** re-run `import` command
+  * Run `import` starting from oldest available year
+    - **MUST** update any custom rules or manual entries to reflect subaccount/network changes
+
+- ❗**MUST** re-run `taxes` command
+  * Run `taxes all=all` for all applicable years
+
+---
+
+### 🧠 Contributors
+
+- Aaron Fiore
+
+### 🛠️ Fixes / Updates
+
+#### Repo
+
+##### *README*
+
+- Fix 'dev-tools' build instructions, misc updates ([#171](https://gitea.com/EvergreenCrypto/docker-finance/pulls/171))
+
+#### Client
+
+##### *Dockerfiles*
+
+- Version updates for hledger-suite image ([#156](https://gitea.com/EvergreenCrypto/docker-finance/pulls/156))
+  * Bump `hledger` to 1.41
+  * Change resolver for `hledger-iadd`
+
+##### *docker-finance.d (configurations)*
+
+- Add Coinomi example to fetch ([#170](https://gitea.com/EvergreenCrypto/docker-finance/pulls/170))
+
+##### *src/docker*
+
+- Fix typo in usage help ([#158](https://gitea.com/EvergreenCrypto/docker-finance/pulls/158))
+
+#### Container
+
+##### *src/finance*
+
+- `lib_hledger`
+  * Remove `-w` arg to `hledger-ui` ([#157](https://gitea.com/EvergreenCrypto/docker-finance/pulls/157))
+
+- `lib_fetch`
+  * Fix price parsing ([#130](https://gitea.com/EvergreenCrypto/docker-finance/pulls/130))
+  * Fix Tor plugin (proxychains) check ([#142](https://gitea.com/EvergreenCrypto/docker-finance/pulls/142))
+
+##### *src/hledger-flow*
+
+- BlockFi / Ledger / Trezor
+  * Fix fees subaccount ordering ([#165](https://gitea.com/EvergreenCrypto/docker-finance/pulls/165))
+
+- Electrum
+  * Fix calculating 'No Data' ([#138](https://gitea.com/EvergreenCrypto/docker-finance/pulls/138))
+
+- Capital One (bank)
+  * Fix direction ([#132](https://gitea.com/EvergreenCrypto/docker-finance/pulls/132))
+
+- Coinbase
+  * Fix/update pagination ([#172](https://gitea.com/EvergreenCrypto/docker-finance/pulls/172)) ([#173](https://gitea.com/EvergreenCrypto/docker-finance/pulls/173))
+
+- Coinbase Pro
+  * Fix default account2 for sells ([#166](https://gitea.com/EvergreenCrypto/docker-finance/pulls/166))
+
+##### *src/finance* | *src/hledger-flow*
+
+- **Breaking**: Add compliance for IRS Rev. Proc. 2024-28 ([#163](https://gitea.com/EvergreenCrypto/docker-finance/pulls/163)) ([#174](https://gitea.com/EvergreenCrypto/docker-finance/pulls/174))
+  * Creates per-wallet / per-account compliance for IRS Rev. Proc. 2024-28
+  * New obfuscated keymap now creates a unique indentifier per-wallet / per-account
+  * Removes support for anonymized ("universal pool") reports
+
+#### Client/Container
+
+- Remove `fetch` support for defunct exchanges/services ([#169](https://gitea.com/EvergreenCrypto/docker-finance/pulls/169))
+  * Bittrex
+  * Celsius
+  * Coinbase Pro
+
+### ☀️ Features / Enhancements
+
+#### Repo
+
+##### *README*
+
+- Add support for NonFi, fix TradFi anchor tag ([#141](https://gitea.com/EvergreenCrypto/docker-finance/pulls/141))
+- Add docker-finance logo, update README ([#159](https://gitea.com/EvergreenCrypto/docker-finance/pulls/159))
+
+#### Client
+
+##### *docker-finance.d (configurations)*
+
+- Add filters for .in files to produce less cluttered default configs ([#147](https://gitea.com/EvergreenCrypto/docker-finance/pulls/147))
+- Rewrite profile default subscript ([#148](https://gitea.com/EvergreenCrypto/docker-finance/pulls/148))
+
+##### *src/docker*
+
+- Enable linting of client-side (host) plugins ([#136](https://gitea.com/EvergreenCrypto/docker-finance/pulls/136))
+
+#### Container
+
+##### *src/finance*
+
+- `completion`
+  * Add `hledger` commands ([#139](https://gitea.com/EvergreenCrypto/docker-finance/pulls/139))
+
+- `edit`
+  * Add 'subscript' option ([#146](https://gitea.com/EvergreenCrypto/docker-finance/pulls/146))
+  * Add `hledger add` command ([#152](https://gitea.com/EvergreenCrypto/docker-finance/pulls/152))
+
+- `fetch`
+  * Add debug logging to Gemini ([#153](https://gitea.com/EvergreenCrypto/docker-finance/pulls/153))
+
+- `plugins`
+  * finance: `timew_to_timeclock`: print all tags ([#133](https://gitea.com/EvergreenCrypto/docker-finance/pulls/133))
+
+##### *src/hledger-flow*
+
+- Algorand
+  * Add to Governance Rewards ([#135](https://gitea.com/EvergreenCrypto/docker-finance/pulls/135))
+  * Add to spam rules ([#161](https://gitea.com/EvergreenCrypto/docker-finance/pulls/161))
+
+- Electrum
+  * Use transaction label for tax memo ([#168](https://gitea.com/EvergreenCrypto/docker-finance/pulls/168))
+
+- ethereum-based
+  * Add to Ethereum spam rules ([#162](https://gitea.com/EvergreenCrypto/docker-finance/pulls/162))
+  * Add to Polygon spam rules ([#167](https://gitea.com/EvergreenCrypto/docker-finance/pulls/167))
+
+- Ledger
+  * Add more compound tokens ([#164](https://gitea.com/EvergreenCrypto/docker-finance/pulls/164))
+
+- Vultr
+  * Add Vultr support ([#140](https://gitea.com/EvergreenCrypto/docker-finance/pulls/140)) ([#151](https://gitea.com/EvergreenCrypto/docker-finance/pulls/151))
+
+#### Client / Container
+
+- **Breaking**: Complete build overhaul, build optimizations ([#143](https://gitea.com/EvergreenCrypto/docker-finance/pulls/143))
+  * Creates a separation of concerns for 'local' and 'remote' building
+  * Adds remote image 'hledger-suite'
+    - Provides the latest versions of all `hledger` related binaries
+    - No longer relies on package maintainers / out-dated packages
+  * Adds remote image 'docker-finance'
+    - Provides base image for 'finance' and 'dev-tools' images
+  * Removes previous `hledger` related build modules
+    - Removes building any `hledger` related binaries locally
+  * Removes 'experimental' build
+    - End-user can use local custom Dockerfile and/or custom tag instead
+  * Updates the 'default' | 'slim' | 'tiny' | 'micro' build types
+    - Refactors build type requirements into separate build modules
+  * Huge optimizations
+    - Vastly improves build times
+      - ~60% faster w/ a fresh build
+      - ~60%-90% faster rebuild (depending on image type)
+    - Vastly improves image sizes
+      - e.g., 'default' Arch Linux image size is ~50% smaller
+  * Cleanup and clarify default generated custom Dockerfiles
+
+- **Breaking**: Complete `gen` overhaul, `gen` improvements ([#144](https://gitea.com/EvergreenCrypto/docker-finance/commit/77351d54e118b84d93779fad5d9a5963fddef940))
+  * New `gen` arguments (see `gen help`)
+  * `subprofile.bash` is now `subscript.bash`
+    - Changes filename within superscript source
+      * **MUST** run client (host) command `edit type=superscript` and edit manually
+    - Changes actual filename within subprofile's docker-finance.d
+      * **MUST** manually rename the subprofile's script file from `subprofile.bash` to `subscript.bash`
+
+- **Breaking**: Implement debug log-levels ([#149](https://gitea.com/EvergreenCrypto/docker-finance/pulls/149))
+
+- `completion`
+  * `plugins` enhancements ([#155](https://gitea.com/EvergreenCrypto/docker-finance/pulls/155))
+
+- `plugins`
+  * Allow path depth when loading plugins ([#134](https://gitea.com/EvergreenCrypto/docker-finance/pulls/134))
+
+- Refactoring/enhancements related to `hledger` ([#145](https://gitea.com/EvergreenCrypto/docker-finance/pulls/145))
+
+### 🌴 Misc / Other
+
+#### Client
+
+##### *Dockerfiles*
+
+- Optimize by moving useradd ([#128](https://gitea.com/EvergreenCrypto/docker-finance/pulls/128))
+
+##### *docker-finance.d (configurations)*
+
+- Remove base cmd from subscript ([#150](https://gitea.com/EvergreenCrypto/docker-finance/pulls/150))
+
+##### *src/docker*
+
+- `lib_gen`
+  * Refactor profile variables ([#154](https://gitea.com/EvergreenCrypto/docker-finance/pulls/154))
+
+- `lib_linter`
+  * Return function on compose down ([#131](https://gitea.com/EvergreenCrypto/docker-finance/pulls/131))
+
+#### Container
+
+- Run linter ([#137](https://gitea.com/EvergreenCrypto/docker-finance/pulls/137))
+
+#### Client/Container
+
+- Refactor global basename ([#160](https://gitea.com/EvergreenCrypto/docker-finance/pulls/160))
+
 ## 1.0.0-beta.3 - 2024-08-20

 ⚠️ **Breaking changes for this pre-release** ⚠️