Commit Graph

173 Commits

Author SHA1 Message Date
08c1de5d9d container: lib_taxes: optimize record printing, add checks and logging
- When applicable, as the stream progresses, exit each successive gawk
  iteration when no applicable records are present (no taxable events
  found for the given tag in the given year).

  Previously, when no records were found, a reports file was produced
  with either a single header-only row or junk data that resulted from
  the assumption there would be real data.

  A preexisting hack prevented the junk data from being written after
  production but this commit will resolve that hack by preventing the
  printing of junk data while also preventing the production of a
  header-only file.

- Print warnings when no taxable events are found for the given year.

- Add checks:
  * Only verify patched files if the patched files are not empty.
  * Empty variable checks.
2025-01-31 19:23:18 -08:00
6c6ab9c41d hledger-flow: ethereum-based: add COMP rewards 2025-01-31 19:19:50 -08:00
7c78e9e647 hledger-flow: ledger: skip COMP token
Supported by `fetch` (ethereum-based).
2025-01-31 19:19:50 -08:00
36c0c93390 container: lib_taxes: reorder obfs columns
Sorted raw values take legibility precedence over sorted obfs keys.
2025-01-08 23:55:05 -08:00
3f7e8569fe container: fetch: coinbase: reinstate sort (remove pessimization)
Without this sort, transactions will not actually be written...
2025-01-08 20:51:33 -08:00
95c7212a3d container: fetch: coinbase: remove sort (optimize)
Received transactions are already sorted.
2025-01-07 20:44:48 -08:00
80039297a3 container: fetch: coinbase: fix/update pagination
- Don't break before advancing 'starting_after' cursor
  * Only save given year instead of breaking when not given year

- The 'next_starting_after' cursor now exists within 'info' object
2025-01-07 18:03:13 -08:00
9034346426 container: fetch: remove bittrex 2025-01-04 01:16:05 -08:00
c7ba59cfa1 container: lib_fetch: remove bittrex 2025-01-04 01:16:05 -08:00
f7cf8ca960 container: fetch: remove coinbase-pro 2025-01-04 01:16:05 -08:00
ae3caef110 container: lib_fetch: remove coinbase-pro 2025-01-04 01:16:04 -08:00
58e860dd94 container: fetch: remove celsius 2025-01-04 01:16:02 -08:00
d8a1b4cff1 container: lib_fetch: remove celsius 2025-01-04 01:15:59 -08:00
69421e2423 container: hledger-flow: electrum: use transaction label for tax memo
Even though the transaction label is already included as a notes tag,
having this information as a memo for tax reports is incredibly helpful.
2025-01-03 21:45:47 -08:00
6ea1e56317 container: hledger-flow: ethereum-based: add to Polygon spam rules 2025-01-03 21:43:25 -08:00
467cfa2f36 container: hledger-flow: coinbase-pro: fix default account2 for sells 2025-01-03 21:41:24 -08:00
da57805c79 container: hledger-flow: trezor: fix fees subaccount ordering
Keep consistent with all other rules.
2025-01-03 21:39:11 -08:00
7b65d5d6e2 container: hledger-flow: ledger: fix fees subaccount ordering
Keep consistent with all other rules.
2025-01-03 21:39:11 -08:00
fc1691e727 container: hledger-flow: blockfi: fix fees subaccount ordering
Keep consistent with all other rules.
2025-01-03 21:39:11 -08:00
c8e80e0c19 container: hledger-flow: ledger: add more compound tokens 2025-01-02 20:43:56 -08:00
e74590ced2 container: hledger-flow: ethereum-based: re-order blockchain/subaccounts
For consistency (ethereum-based and all other supported networks).
2025-01-02 20:30:32 -08:00
226a62ac31 container: hledger-flow: tezos: add network to subaccounts
- Creates per-wallet / per-account compliance for IRS Rev. Proc. 2024-28

- Needed for wallets that may share the same subaccount name on the same
  device but are entirely different wallets that support different
  networks and/or assets within that network.
2025-01-02 20:30:32 -08:00
d602d78621 container: hledger-flow: algorand: add network to subaccounts
- Creates per-wallet / per-account compliance for IRS Rev. Proc. 2024-28

- Needed for wallets that may share the same subaccount name on the same
  device but are entirely different wallets that support different
  networks and/or assets within that network.
2025-01-02 20:30:32 -08:00
ab602a036d container: hledger-flow: electrum: add tax related to rules 2025-01-02 20:30:32 -08:00
2b3b09dafa container: lib_taxes: add support for IRS Rev. Proc. 2024-28
- Creates per-wallet / per-account compliance for IRS Rev. Proc. 2024-28

  * Obfuscated keymap now creates a unique indentifier per-wallet /
    per-account where all trades, spends and income are now clearly
    tied to their respective wallets / accounts.

- Removes support for anonymized ("universal pool") reports.
2025-01-02 20:30:32 -08:00
499c171d73 container: hledger-flow: add subaccount/network to tax rules
- Creates per-wallet / per-account compliance for IRS Rev. Proc. 2024-28
2025-01-02 20:30:32 -08:00
6a4c2da99b hledger-flow: ethereum-based: add to Ethereum spam rules 2024-12-27 18:19:34 -08:00
a7834160ec hledger-flow: algorand: add to spam rules 2024-12-27 02:34:45 -08:00
ed57dc0749 client/container: use 'dfi' as global basename
Aligned with installation, will make usage help clearer.
2024-12-24 01:46:20 -08:00
a29426b910 container: finance: lib_hledger: remove -w from hledger-ui
Workaround for "hledger-ui: user error (Error: couldn't start native file manager: fdType: unsupported operation (unknown file type))"
2024-12-12 23:38:05 -08:00
c8611edacb client/container: src: completion: plugins enhancements
- Re-enables space after completion for plugin arguments
- Ignores internal/implementation files when completing
  * Files must be within an 'internal'/'impl' directory
2024-10-09 21:13:36 -07:00
ceaca332dd container: src: fetch: gemini: add debug logging 2024-10-08 19:05:40 -07:00
249ebe03d6 container: lib_edit: add hledger 'add' command 2024-10-01 19:38:35 -07:00
4bec30f600 container: hledger-flow: vultr: add sales tax rule
Vultr has now added Sales Tax to their CSV invoice.
2024-10-01 19:34:15 -07:00
01197a2818 client/container: implement debug log-levels
DOCKER_FINANCE_DEBUG will now support the following:

0 = no debug output
1 = `print_debug` (bash/PHP)
2 = level 1 + `set -xv` (bash)
2024-09-26 18:38:36 -07:00
8a1f653127 Merge pull request #146 into master
fd23a93 container: src: lib_edit: add 'subscript' to case (Aaron Fiore)
2024-09-24 18:30:35 -07:00
5acbbfb799 container: src: lib_hledger: remove hledger version test
No longer needed because 1.40 is the minimum version provided by the
current build (courtesty of repo 'Dockerfiles/remote/hledger-suite').
2024-09-24 18:12:47 -07:00
da8488ebb0 container: src: lib_hledger: fork hledger-web, log print
Gives more convenient shell control for end-user.
2024-09-24 18:06:04 -07:00
8a8395e844 container: src: lib_hledger: pass hledger-{ui,web} args
These are currently within the subscript but should be a part of the
baseline command.
2024-09-24 18:06:04 -07:00
fd23a93b0b container: src: lib_edit: add 'subscript' to case
'shell' is the equivalent of 'subscript' (but 'subscript' was missing).
2024-09-24 00:31:01 -07:00
ea392ec360 container: remove ledger in place of hledger
As said before; `lib_ledger` was meant to be a general abstraction to
any underlying CLI ledger.

But, between C++ `ledger` and Ledger Hardware Wallet, this abstraction
has become too confusing and counterproductive.

Since `hledger` will be the underlying implementation for the forseeable
future, all doubt should now be removed.
2024-09-23 18:09:40 -07:00
1101fc81b4 container: rename lib_ledger to lib_hledger
As said before; `lib_ledger` was meant to be a general abstraction to
any underlying CLI ledger.

But, between C++ `ledger` and Ledger Hardware Wallet, this abstraction
has become too confusing and counterproductive.

Since `hledger` will be the underlying implementation for the forseeable
future, all doubt should now be removed.
2024-09-23 18:09:33 -07:00
52270ba0b3 container: rename $global_conf_shell -> $global_conf_subscript
Provides clarity, avoids confusion.
2024-09-23 17:31:11 -07:00
51bf587ceb client/container: rename 'subprofile' script to 'subscript'
- Provides clarity, avoids confusion (subprofile.bash -> subscript.bash)

- Changes filename in superscript source
  * End-user must update with client command `edit type=superscript`

- Changes filename in flow subprofile's docker-finance.d
  * Pre-existing subprofiles must manually rename their subscript file
2024-09-23 17:31:11 -07:00
0b2c76a813 container: finance: add dependency checks for modules
Since modules are included upon build type, if a build doesn't support
a feature then that feature's dependencies will not be available.

This commit will give notice of those missing dependencies.
2024-09-17 20:06:34 -07:00
7c46719ab1 container: finance: lib_fetch: fix Tor plugin (proxychains) check
This ensures that curl will only be executed if the Tor plugin
(proxychains) argument is enabled.
2024-09-16 21:10:49 -07:00
a16922f87a container: hledger-flow: add Vultr support
This addition is treading a fine line between finance and other
accounting, as Vultr cloud service is related to DevOps and is also not
a financial entity. However, financial information is provided; so this
addition is useful.

With this commit, a precedent is set for other cloud services to be
added to the repository (services that provide CSV financial accounting
data) and I believe that they could (should) be added as needed.

NOTE: there are several upstream CSV issues:

  - Only expenses are given
    * Transfers must be added manually (manual import or custom rules)

  - Sales tax is not included
    * Sales tax expenses must be added manually
2024-09-11 21:25:51 -07:00
afa2e368f1 container: finance: completion: add hledger commands 2024-09-11 21:17:58 -07:00
c65c31659c hledger-flow: electrum: fix calculating 'No Data'
If electrum-provided prices aren't available, 'No Data' will be given.
Attempts to calculate this string will result in 0.00 for fiat values.

Do not attempt to calculate this string. Instead, leave the column empty
(for bitcoin.tax calculations).
2024-09-09 20:20:53 -07:00
cff19f87d9 container: fetch: run linter 2024-09-07 18:59:04 -07:00