forked from EvergreenCrypto/docker-finance
Merge pull request #175 into master
c3e5f90CHANGELOG: add v1.0.0-rc.1 (Aaron Fiore)22f9e97client: manifest: bump version to v1.0.0-rc.1 (Aaron Fiore)
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CHANGELOG.md
242
CHANGELOG.md
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[//]: # (docker-finance | modern accounting for the power-user)
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[//]: # ()
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[//]: # (Copyright [C] 2024 Aaron Fiore [Founder, Evergreen Crypto LLC])
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[//]: # (Copyright [C] 2024-2025 Aaron Fiore [Founder, Evergreen Crypto LLC])
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[//]: # ()
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[//]: # (This program is free software: you can redistribute it and/or modify)
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[//]: # (it under the terms of the GNU General Public License as published by)
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# Changelog (`docker-finance`)
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## 1.0.0-rc.1 - 2025-01-23
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⚠️ **Breaking changes for this release candidate** ⚠️
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> Tip: when in doubt, regenerate your entire setup. Your environment and accounts will be backed up in the process.
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#### Repo
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🚨 For installation:
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- ❗ **MUST** re-run the installation procedure in [README.md](README.md#installation)
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* Reinstall on a freshly pruned system
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- Remove all previous docker-finance related images, clean cache
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#### Client
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🚨 For all environments and applicable configurations:
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- ❗**MUST** re-run `gen` command
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* Run with arg `type=env`
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- **MUST** manually copy over your previous settings (except for `DOCKER_FINANCE_DEBUG`)
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- ❗**SHOULD** re-run `gen` command
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* Run with args `type=flow,superscript config=subscript,hledger,fetch confirm=off`
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- **MUST** manually copy over your previous settings
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#### Container
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🚨 For coinbase account:
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- ❗**MUST** re-run `fetch` command
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* Run `fetch account=coinbase` for all applicable years
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* Run `fetch all=price` for all applicable years
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🚨 For all accounts and subaccounts:
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- ❗**MUST** re-run `import` command
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* Run `import` starting from oldest available year
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- **MUST** update any custom rules or manual entries to reflect subaccount/network changes
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- ❗**MUST** re-run `taxes` command
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* Run `taxes all=all` for all applicable years
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---
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### 🧠 Contributors
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- Aaron Fiore
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### 🛠️ Fixes / Updates
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#### Repo
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##### *README*
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- Fix 'dev-tools' build instructions, misc updates ([#171](https://gitea.com/EvergreenCrypto/docker-finance/pulls/171))
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#### Client
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##### *Dockerfiles*
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- Version updates for hledger-suite image ([#156](https://gitea.com/EvergreenCrypto/docker-finance/pulls/156))
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* Bump `hledger` to 1.41
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* Change resolver for `hledger-iadd`
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##### *docker-finance.d (configurations)*
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- Add Coinomi example to fetch ([#170](https://gitea.com/EvergreenCrypto/docker-finance/pulls/170))
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##### *src/docker*
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- Fix typo in usage help ([#158](https://gitea.com/EvergreenCrypto/docker-finance/pulls/158))
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#### Container
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##### *src/finance*
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- `lib_hledger`
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* Remove `-w` arg to `hledger-ui` ([#157](https://gitea.com/EvergreenCrypto/docker-finance/pulls/157))
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- `lib_fetch`
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* Fix price parsing ([#130](https://gitea.com/EvergreenCrypto/docker-finance/pulls/130))
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* Fix Tor plugin (proxychains) check ([#142](https://gitea.com/EvergreenCrypto/docker-finance/pulls/142))
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##### *src/hledger-flow*
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- BlockFi / Ledger / Trezor
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* Fix fees subaccount ordering ([#165](https://gitea.com/EvergreenCrypto/docker-finance/pulls/165))
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- Electrum
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* Fix calculating 'No Data' ([#138](https://gitea.com/EvergreenCrypto/docker-finance/pulls/138))
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- Capital One (bank)
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* Fix direction ([#132](https://gitea.com/EvergreenCrypto/docker-finance/pulls/132))
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- Coinbase
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* Fix/update pagination ([#172](https://gitea.com/EvergreenCrypto/docker-finance/pulls/172)) ([#173](https://gitea.com/EvergreenCrypto/docker-finance/pulls/173))
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- Coinbase Pro
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* Fix default account2 for sells ([#166](https://gitea.com/EvergreenCrypto/docker-finance/pulls/166))
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##### *src/finance* | *src/hledger-flow*
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- **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))
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* Creates per-wallet / per-account compliance for IRS Rev. Proc. 2024-28
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* New obfuscated keymap now creates a unique indentifier per-wallet / per-account
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* Removes support for anonymized ("universal pool") reports
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#### Client/Container
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- Remove `fetch` support for defunct exchanges/services ([#169](https://gitea.com/EvergreenCrypto/docker-finance/pulls/169))
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* Bittrex
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* Celsius
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* Coinbase Pro
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### ☀️ Features / Enhancements
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#### Repo
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##### *README*
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- Add support for NonFi, fix TradFi anchor tag ([#141](https://gitea.com/EvergreenCrypto/docker-finance/pulls/141))
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- Add docker-finance logo, update README ([#159](https://gitea.com/EvergreenCrypto/docker-finance/pulls/159))
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#### Client
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##### *docker-finance.d (configurations)*
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- Add filters for .in files to produce less cluttered default configs ([#147](https://gitea.com/EvergreenCrypto/docker-finance/pulls/147))
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- Rewrite profile default subscript ([#148](https://gitea.com/EvergreenCrypto/docker-finance/pulls/148))
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##### *src/docker*
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- Enable linting of client-side (host) plugins ([#136](https://gitea.com/EvergreenCrypto/docker-finance/pulls/136))
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#### Container
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##### *src/finance*
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- `completion`
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* Add `hledger` commands ([#139](https://gitea.com/EvergreenCrypto/docker-finance/pulls/139))
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- `edit`
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* Add 'subscript' option ([#146](https://gitea.com/EvergreenCrypto/docker-finance/pulls/146))
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* Add `hledger add` command ([#152](https://gitea.com/EvergreenCrypto/docker-finance/pulls/152))
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- `fetch`
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* Add debug logging to Gemini ([#153](https://gitea.com/EvergreenCrypto/docker-finance/pulls/153))
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- `plugins`
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* finance: `timew_to_timeclock`: print all tags ([#133](https://gitea.com/EvergreenCrypto/docker-finance/pulls/133))
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##### *src/hledger-flow*
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- Algorand
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* Add to Governance Rewards ([#135](https://gitea.com/EvergreenCrypto/docker-finance/pulls/135))
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* Add to spam rules ([#161](https://gitea.com/EvergreenCrypto/docker-finance/pulls/161))
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- Electrum
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* Use transaction label for tax memo ([#168](https://gitea.com/EvergreenCrypto/docker-finance/pulls/168))
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- ethereum-based
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* Add to Ethereum spam rules ([#162](https://gitea.com/EvergreenCrypto/docker-finance/pulls/162))
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* Add to Polygon spam rules ([#167](https://gitea.com/EvergreenCrypto/docker-finance/pulls/167))
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- Ledger
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* Add more compound tokens ([#164](https://gitea.com/EvergreenCrypto/docker-finance/pulls/164))
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- Vultr
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* Add Vultr support ([#140](https://gitea.com/EvergreenCrypto/docker-finance/pulls/140)) ([#151](https://gitea.com/EvergreenCrypto/docker-finance/pulls/151))
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#### Client / Container
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- **Breaking**: Complete build overhaul, build optimizations ([#143](https://gitea.com/EvergreenCrypto/docker-finance/pulls/143))
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* Creates a separation of concerns for 'local' and 'remote' building
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* Adds remote image 'hledger-suite'
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- Provides the latest versions of all `hledger` related binaries
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- No longer relies on package maintainers / out-dated packages
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* Adds remote image 'docker-finance'
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- Provides base image for 'finance' and 'dev-tools' images
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* Removes previous `hledger` related build modules
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- Removes building any `hledger` related binaries locally
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* Removes 'experimental' build
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- End-user can use local custom Dockerfile and/or custom tag instead
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* Updates the 'default' | 'slim' | 'tiny' | 'micro' build types
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- Refactors build type requirements into separate build modules
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* Huge optimizations
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- Vastly improves build times
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- ~60% faster w/ a fresh build
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- ~60%-90% faster rebuild (depending on image type)
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- Vastly improves image sizes
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- e.g., 'default' Arch Linux image size is ~50% smaller
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* Cleanup and clarify default generated custom Dockerfiles
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- **Breaking**: Complete `gen` overhaul, `gen` improvements ([#144](https://gitea.com/EvergreenCrypto/docker-finance/commit/77351d54e118b84d93779fad5d9a5963fddef940))
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* New `gen` arguments (see `gen help`)
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* `subprofile.bash` is now `subscript.bash`
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- Changes filename within superscript source
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* **MUST** run client (host) command `edit type=superscript` and edit manually
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- Changes actual filename within subprofile's docker-finance.d
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* **MUST** manually rename the subprofile's script file from `subprofile.bash` to `subscript.bash`
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- **Breaking**: Implement debug log-levels ([#149](https://gitea.com/EvergreenCrypto/docker-finance/pulls/149))
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- `completion`
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* `plugins` enhancements ([#155](https://gitea.com/EvergreenCrypto/docker-finance/pulls/155))
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- `plugins`
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* Allow path depth when loading plugins ([#134](https://gitea.com/EvergreenCrypto/docker-finance/pulls/134))
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- Refactoring/enhancements related to `hledger` ([#145](https://gitea.com/EvergreenCrypto/docker-finance/pulls/145))
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### 🌴 Misc / Other
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#### Client
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##### *Dockerfiles*
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- Optimize by moving useradd ([#128](https://gitea.com/EvergreenCrypto/docker-finance/pulls/128))
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##### *docker-finance.d (configurations)*
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- Remove base cmd from subscript ([#150](https://gitea.com/EvergreenCrypto/docker-finance/pulls/150))
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##### *src/docker*
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- `lib_gen`
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* Refactor profile variables ([#154](https://gitea.com/EvergreenCrypto/docker-finance/pulls/154))
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- `lib_linter`
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* Return function on compose down ([#131](https://gitea.com/EvergreenCrypto/docker-finance/pulls/131))
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#### Container
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- Run linter ([#137](https://gitea.com/EvergreenCrypto/docker-finance/pulls/137))
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#### Client/Container
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- Refactor global basename ([#160](https://gitea.com/EvergreenCrypto/docker-finance/pulls/160))
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## 1.0.0-beta.3 - 2024-08-20
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⚠️ **Breaking changes for this pre-release** ⚠️
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@@ -20,7 +20,7 @@
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#
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# Release version (tag format)
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version: "v1.0.0-beta.3"
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version: "v1.0.0-rc.1"
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# Container dependencies (used by `version` command)
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# NOTE: this must stay inline with Dockerfiles
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