Merge pull request #308 into master

1402084a CHANGELOG: add 1.3.0 (Aaron Fiore)
e9137da2 client: manifest: bump version to v1.3.0 (Aaron Fiore)

.gitea/PULL_REQUEST_TEMPLATE.yaml

@@ -13,5 +13,5 @@ body:
     attributes:
       label: "Agreement"
       options:
-        - label: I have read and understood the [Development](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-contribute.md#development) and [License](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/Where-is-the-legalese.md#where-is-the-legalese) documentation
+        - label: I have read and understood the [Development](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-contribute.md#development) and [License](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/Where-is-the-legalese.md#where-is-the-legalese) documentation
           required: true

.gitea/workflows/dfi.bash

@@ -0,0 +1,963 @@
+#!/usr/bin/env bash
+
+# docker-finance | modern accounting for the power-user
+#
+# Copyright (C) 2026 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
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU General Public License for more details.
+#
+# You should have received a copy of the GNU General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+set -e
+
+hash vim
+declare -xr EDITOR=vim
+
+declare -r ci_shell=("bash" "-i" "-c")
+
+# Defaults to run (most) commands with
+declare -r ci_archlinux="dfi archlinux/${USER}:default"
+declare -r ci_dev_tools="dfi dev-tools/${USER}:default"
+declare -r ci_profile="dfi testprofile/${USER}"
+
+##
+## Host (act runner)
+##
+
+function host::clean()
+{
+  # Remove previous containers from any failed builds
+  docker rm -f "$(docker ps -aqf "name=^docker-finance")" 2>/dev/null \
+    && echo "WARNING: previous docker-finance containers found and removed" \
+    || echo "No docker-finance containers found"
+
+  # Remove all images not in use
+  local -r _images=("$(docker images -a --format=table | grep docker-finance | gawk '{print $3}' | sort -u)")
+  while read _line; do
+    docker image rm -f "$_line" || continue
+  done < <(echo "${_images[@]}")
+
+  # Remove all leftovers
+  docker system prune -f
+  docker builder prune -af
+
+  # Remove default environment and layout
+  local _paths
+  _paths+=(".bashrc")
+  _paths+=(".docker")
+  _paths+=("docker-finance")
+  for _path in "${_paths[@]}"; do
+    rm -fr "${HOME:?}/${_path:?}"
+  done
+
+  # Prepare for installation
+  # *MUST* exist prior to client::install
+  touch "${HOME:?}"/.bashrc
+}
+
+##
+## Client (host)
+##
+
+#
+# client::install
+#
+
+function client::install()
+{
+  "${HOME:?}"/docker-finance/repo/client/install.bash
+  source "${HOME:?}"/.bashrc
+}
+
+#
+# client::finance
+#
+
+function client::finance::gen()
+{
+  local -r _tags=("micro" "tiny" "slim" "default")
+  local -r _types=("env" "build" "superscript" "env,build,superscript")
+
+  for _tag in "${_tags[@]}"; do
+    for _type in "${_types[@]}"; do
+      local _gen="dfi archlinux/${USER}:${_tag} gen"
+
+      # Invalid
+      "${ci_shell[@]}" "$_gen type=${_type}INVALID || exit 0"
+      "${ci_shell[@]}" "$_gen INVALID=${_type} || exit 0"
+
+      # Valid
+      "${ci_shell[@]}" "$_gen type=${_type} confirm=no"
+    done
+  done
+
+  # For CI purposes, only generate flow for 'default'
+  "${ci_shell[@]}" "$ci_archlinux gen type=flow profile=testprofile/${USER} confirm=no dev=on"
+}
+
+function client::finance::edit()
+{
+  local -r tags=("micro" "tiny" "slim" "default")
+
+  local types=()
+  types+=("env")
+  types+=("shell" "superscript")
+  types+=("build" "dockerfile")
+  types+=("env,shell,build")
+  types+=("env,superscript,dockerfile")
+  declare -r types
+
+  for _tag in "${tags[@]}"; do
+    for _type in "${types[@]}"; do
+      local _edit="dfi archlinux/${USER}:${_tag} edit"
+
+      # Invalid
+      "${ci_shell[@]}" "$_edit type=${_type}INVALID || exit 0"
+      "${ci_shell[@]}" "$_edit INVALID=${_type} || exit 0"
+
+      # Valid
+      "${ci_shell[@]}" "$_edit type=${_type} & wait ; kill -9 %1"
+    done
+    # Build: uncomment all optional packages and plugin dependencies
+    if [[ "$_tag" == "default" ]]; then
+      local _file
+      _file="${HOME:?}/docker-finance/conf.d/client/$(uname -s)-$(uname -m)/archlinux/default/Dockerfiles/${USER:?}@$(uname -n)"
+      [ ! -f "$_file" ] && exit 1
+      sed -i '18,56s/#//' "$_file"
+    fi
+  done
+}
+
+function client::finance::build()
+{
+  local -r _types=("micro" "tiny" "slim" "default")
+
+  for _type in "${_types[@]}"; do
+    local _build="dfi archlinux/${USER}:${_type} build"
+
+    # Invalid
+    "${ci_shell[@]}" "$_build type=${_type}INVALID || exit 0"
+    "${ci_shell[@]}" "$_build INVALID=${_type} || exit 0"
+
+    # Valid
+    "${ci_shell[@]}" "$_build type=${_type}"
+  done
+}
+
+function client::finance::backup()
+{
+  local -r _backup=("micro" "tiny" "slim" "default")
+
+  for _type in "${_backup[@]}"; do
+    "${ci_shell[@]}" "dfi archlinux/${USER}:${_type} backup"
+    sleep 1s
+  done
+}
+
+function client::finance::up()
+{
+  # NOTE: the container is detached but what follows is
+  #   an interactive terminal (so fork this).
+  local -r _detach="&"
+  "${ci_shell[@]}" "$ci_archlinux up $_detach wait"
+}
+
+function client::finance::stop()
+{
+  "${ci_shell[@]}" "$ci_archlinux stop"
+}
+
+function client::finance::start()
+{
+  "${ci_shell[@]}" "$ci_archlinux start"
+}
+
+function client::finance::down()
+{
+  "${ci_shell[@]}" "$ci_archlinux down"
+}
+
+function client::finance::shell()
+{
+  client::finance::up
+  local -r _shell="$ci_archlinux shell"
+  local -r _args=(" " "user=${USER}" "user=root")
+
+  for _arg in "${_args[@]}"; do
+    # Invalid
+    "${ci_shell[@]}" "$_shell INVALID || exit 0"
+    "${ci_shell[@]}" "$_shell user=INVALID || exit 0"
+
+    # Valid
+    "${ci_shell[@]}" "$_shell $_arg & wait ; kill -9 %1"
+  done
+  client::finance::down
+}
+
+function client::finance::exec()
+{
+  client::finance::up
+  "${ci_shell[@]}" "$ci_archlinux exec 'exit 1' || exit 0"
+  "${ci_shell[@]}" "$ci_archlinux exec 'exit 0'"
+  client::finance::down
+}
+
+function client::finance::plugins::__tor()
+{
+  [ -z "$_plugins" ] && exit 1
+
+  client::finance::up
+  local -r _tor=("start" "restart" "stop")
+  for _arg in "${_tor[@]}"; do
+    "${ci_shell[@]}" "$_plugins repo/tor.bash $_arg"
+  done
+  client::finance::down
+}
+
+function client::finance::plugins::__bitcoin()
+{
+  [ -z "$_plugins" ] && exit 1
+
+  client::finance::up
+  local _bitcoin
+  _bitcoin+=("get" "build")
+  # TODO: build is needed for container's bitcoin plugin)
+  # _bitcoin+=("clean")
+
+  for _arg in "${_bitcoin[@]}"; do
+    "${ci_shell[@]}" "$_plugins repo/bitcoin.bash $_arg"
+  done
+  client::finance::down
+}
+
+function client::finance::plugins()
+{
+  local -r _plugins="$ci_archlinux plugins"
+
+  # Invalid
+  "${ci_shell[@]}" "$_plugins INVALID || exit 0"
+  "${ci_shell[@]}" "$_plugins repo/INVALID || exit 0"
+  "${ci_shell[@]}" "$_plugins custom/INVALID || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_plugins repo/example.bash"
+  client::finance::plugins::__tor
+  client::finance::plugins::__bitcoin
+}
+
+function client::finance::run()
+{
+  # Invalid
+  "${ci_shell[@]}" "$ci_archlinux run 'hash INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$ci_archlinux run 'hash bash'"
+}
+
+function client::finance::version()
+{
+  local -r _tags=("micro" "tiny" "slim" "default")
+
+  local _types
+  _types+=("client" "container" "short" "all")
+  _types+=("client,container,short")
+  declare -r _types
+
+  for _tag in "${_tags[@]}"; do
+    for _type in "${_types[@]}"; do
+      local _version="dfi archlinux/${USER}:${_tag} version"
+
+      # Invalid
+      "${ci_shell[@]}" "$_version type=${_type}INVALID || exit 0"
+      "${ci_shell[@]}" "$_version INVALID=${_type} || exit 0"
+
+      # Valid
+      "${ci_shell[@]}" "$_version type=${_type}"
+    done
+  done
+}
+
+function client::finance::update()
+{
+  local -r _types=("micro" "tiny" "slim" "default")
+
+  for _type in "${_types[@]}"; do
+    local _update="dfi archlinux/${USER}:${_type} update"
+
+    # Invalid
+    "${ci_shell[@]}" "$_update type=${_type}INVALID || exit 0"
+    "${ci_shell[@]}" "$_update INVALID=${_type} || exit 0"
+
+    # Valid
+    "${ci_shell[@]}" "$_update type=${_type}"
+  done
+}
+
+function client::finance::rm()
+{
+  local -r _build=("micro" "tiny" "slim" "default")
+
+  for _type in "${_build[@]}"; do
+    local _image="dfi archlinux/${USER}:${_type}"
+
+    "${ci_shell[@]}" "$_image rm"
+    docker images -q "$_image" && return $?
+    # NOTE: don't attempt `dfi` container commands or else image will try to pull/re-build
+  done
+
+  # Re-build (from cache) for future test cases
+  client::finance::build
+}
+
+##
+## Container (finance)
+##
+
+function container::finance::edit()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _edit="$ci_profile edit"
+  local -r _types=("add" "iadd" "manual" "fetch" "hledger" "meta" "shell" "subscript" "rules" "preprocess")
+
+  # Invalid
+  for _type in "${_types[@]}"; do
+    "${ci_shell[@]}" "$_exec '$_edit type=${_type}INVALID' || exit 0"
+    "${ci_shell[@]}" "$_exec '$_edit INVALID=${_type}' || exit 0"
+
+    if [[ "$_type" =~ ^manual$ ]]; then
+      "${ci_shell[@]}" "$_exec '$_edit type=${_type} year=abc123' || exit 0"
+    fi
+  done
+
+  # Valid
+  for _type in "${_types[@]}"; do
+    if [[ "$_type" =~ ^rules$|^preprocess$ ]]; then
+
+      # Valid type w/ valid account
+      "${ci_shell[@]}" "$_exec '$_edit type=${_type} account=coinbase & wait ; kill -9 %1'"
+      "${ci_shell[@]}" "$_exec '$_edit type=${_type} account=coinbase/platform & wait ; kill -9 %1'"
+      "${ci_shell[@]}" "$_exec '$_edit type=${_type} account=coinbase/platform,electrum/wallet-1 & wait ; kill -9 %1'"
+
+      # Valid type w/ *invalid* account
+      "${ci_shell[@]}" "$_exec '$_edit type=${_type} account=coinbase/does-not-exist' || exit 0"
+      "${ci_shell[@]}" "$_exec '$_edit type=${_type} account=does-not-exist/here-either' || exit 0"
+      "${ci_shell[@]}" "$_exec '$_edit type=${_type} account=does-not-exist/here-either,nor/here' || exit 0"
+
+    elif [[ "$_type" =~ ^manual$ ]]; then
+      "${ci_shell[@]}" "$_exec '$_edit type=${_type} year=$(date +%Y) & wait ; kill -9 %1'"
+    else
+      "${ci_shell[@]}" "$_exec '$_edit type=${_type} & wait ; kill -9 %1'"
+    fi
+  done
+  "${ci_shell[@]}" "$_exec '$_edit type=add,iadd,manual,fetch,hledger,meta,shell,subscript & wait ; kill -9 %1'"
+  "${ci_shell[@]}" "$_exec '$_edit type=rules,preprocess account=coinbase/platform,electrum/wallet-1 & wait ; kill -9 %1'"
+
+  #
+  # Fetch: add API secrets for CI
+  #
+
+  [[ -z "$CI_DFI_FETCH_MOBULA" || -z "$CI_DFI_FETCH_ETHERSCAN" ]] && exit 1
+
+  local -r _file="${HOME}/docker-finance/flow/profiles/testprofile/${USER}/conf.d/fetch/fetch.yaml"
+  [ ! -f "$_file" ] && exit 1
+
+  # `prices`
+  sed -i "77s/.*/        key: \"${CI_DFI_FETCH_MOBULA}\"/" "$_file"
+  [ ! -z "$CI_DFI_FETCH_COINGECKO" ] \
+    && sed -i "118s/.*/        key: \"${CI_DFI_FETCH_COINGECKO}\"/" "$_file" \
+    || echo "[INFO] CI_DFI_FETCH_COINGECKO is empty (using free plan)"
+
+  # `accounts`
+  #
+  #   NOTE: For CI, a single etherscan API key is used per account
+  #   (but the flexibility remains to use multiple keys if needed)
+  #
+  sed -i "s:etherscan/XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX:etherscan/${CI_DFI_FETCH_ETHERSCAN}:g" "$_file"
+  client::finance::down
+}
+
+function container::finance::fetch()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _fetch="$ci_profile fetch"
+
+  #
+  # `price`
+  #
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_fetch price=INVALID api=mobula,coingecko' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch price=bitcoin/BTC,ethereum/ETH api=INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_fetch all=price'"
+  "${ci_shell[@]}" "$_exec '$_fetch price=bitcoin/BTC,ethereum/ETH api=mobula,coingecko'"
+  "${ci_shell[@]}" "$_exec '$_fetch price=algorand/ALGO,tezos/XTZ api=mobula year=2024'"
+
+  #
+  # `account`
+  #
+
+  # Test given wallet/chain arguments with test wallets picked at random (mockups)
+  # NOTE: these are also all caught with `all=account` or `all=all`
+  local -r _algo_wallet="algorand/phone:mobile-1/55YXQ2AC7PUOOYIWUFIOGFZ7M5CBWFUDOIT7L3FMZVE7HGC3IKABL7HVOE"
+  local -r _tezos_wallet="tezos/nano:x-1:staking-1/tz1S1ayWDiHzmL6zFNnY1ivvUkEgDcH88cjx"
+
+  local -r _ethereum_wallet="ethereum/laptop:wallet-1/0x6546d43EA6DE45EB7298A2074e239D5573cA02F3"
+  local -r _polygon_wallet="polygon/laptop:wallet-2/0xEad0B2b6f6ab84d527569835cd7fe364e067cFFf"
+
+  local -r _arbitrum_wallet="arbitrum/phone:wallet-2/0xd3b29C94a67Cfa949FeD7dd1474B71d006fa0A2A"
+  local -r _base_wallet="base/laptop:wallet-3/0x4C7219b760b71B9415E0e01Abd34d0f65631e57e"
+  local -r _optimism_wallet="optimism/phone:wallet-3/0x53004E863Aa0F4028B154ECA65CFb32Eb5a8f5bB"
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_fetch account=INVALID chain=algorand,tezos year=2024' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=ledger chain=INVALID year=2024' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=ledger chain=algorand,tezos year=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_fetch account=INVALID chain=${_algo_wallet} year=2024' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=pera-wallet chain=INVALID year=2024' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=pera-wallet chain=${_algo_wallet} year=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_fetch account=ledger,pera-walletINVALID chain=${_tezos_wallet},${_algo_wallet} year=2024' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=ledger,pera-wallet chain=INVALID${_tezos_wallet},${_algo_wallet} year=2024' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=ledger,pera-wallet chain=${_tezos_wallet},${_algo_wallet} year=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_fetch account=metamaskINVALID chain=arbitrum year=2025' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=metamask chain=INVALIDarbitrum year=2025' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=metamask chain=arbitrum year=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_fetch account=metamaskINVALID chain=${_ethereum_wallet},${_polygon_wallet},${_arbitrum_wallet},${_base_wallet},${_optimism_wallet} year=2025' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=metamask chain=INVALID${_ethereum_wallet},${_polygon_wallet},${_arbitrum_wallet},${_base_wallet},${_optimism_wallet} year=2025' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=metamask chain=${_ethereum_wallet},${_polygon_wallet},${_arbitrum_wallet},${_base_wallet},${_optimism_wallet} year=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_fetch account=INVALIDcoinbase-wallet,coinomi,ledger,metamask,pera-wallet chain=algorand,arbitrum,ethereum,polygon,tezos year=2024' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=coinbase-wallet,coinomi,ledger,metamask,pera-wallet chain=INVALIDalgorand,arbitrum,ethereum,polygon,tezos year=2024' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_fetch account=coinbase-wallet,coinomi,ledger,metamask,pera-wallet chain=algorand,arbitrum,ethereum,polygon,tezos year=INVALID' || exit 0"
+
+  # Valid
+  #
+  # NOTE: not currently fetching Optimism or Base for CI
+  #
+  #   "[FATAL] Free API access is not supported for this chain. Please upgrade your api plan for full chain coverage. https://etherscan.io/apis"
+  #
+  "${ci_shell[@]}" "$_exec '$_fetch account=ledger chain=${_tezos_wallet} year=2024'"
+  "${ci_shell[@]}" "$_exec '$_fetch account=pera-wallet chain=${_algo_wallet} year=2024'"
+  "${ci_shell[@]}" "$_exec '$_fetch account=ledger,pera-wallet chain=${_tezos_wallet},${_algo_wallet} year=2024'"
+
+  "${ci_shell[@]}" "$_exec '$_fetch account=metamask chain=arbitrum year=2025'"
+  "${ci_shell[@]}" "$_exec '$_fetch account=metamask chain=${_ethereum_wallet},${_polygon_wallet},${_arbitrum_wallet} year=2025'"
+
+  "${ci_shell[@]}" "$_exec '$_fetch account=coinbase-wallet,coinomi,ledger,metamask,pera-wallet chain=algorand,arbitrum,ethereum,polygon,tezos year=2024'"
+  client::finance::down
+}
+
+function container::finance::import()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _import="$ci_profile import"
+
+  # mockups are guaranteed to start from this year
+  local -r _year="2018"
+
+  "${ci_shell[@]}" "$_exec '$_import year=${_year}'"
+  client::finance::down
+}
+
+function container::finance::hledger()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _hledger="$ci_profile hledger"
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_hledger INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_hledger --pager=N bal assets liabilities cur:BTC'"
+  client::finance::down
+}
+
+function container::finance::hledger-ui()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _hledger_ui="$ci_profile hledger-ui"
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_hledger_ui --INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_hledger_ui --pager=N bal assets liabilities cur:BTC & wait ; kill -9 %1'"
+  "${ci_shell[@]}" "$_exec '$_hledger_ui & wait ; kill -9 %1'"
+  client::finance::down
+}
+
+function container::finance::hledger-vui()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _hledger_vui="$ci_profile hledger-vui"
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_hledger_vui --INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_hledger_vui & wait ; kill -9 %1'"
+  client::finance::down
+}
+
+function container::finance::hledger-web()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _hledger_web="$ci_profile hledger-web"
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_hledger_web --INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_hledger_web && pkill -9 hledger-web'"
+  client::finance::down
+}
+
+function container::finance::meta()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _meta="$ci_profile meta"
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_meta INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_meta INVALID=' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_meta INVALID=INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_meta ticker=btc & wait ; kill -9 %1'"
+  "${ci_shell[@]}" "$_exec '$_meta ticker=btc format=bech32 & wait ; kill -9 %1'"
+  "${ci_shell[@]}" "$_exec '$_meta ticker=btc format=bech32 account=electrum & wait ; kill -9 %1'"
+  client::finance::down
+}
+
+function container::finance::reports()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _reports="$ci_profile reports"
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_reports INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_reports INVALID=INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_reports INVALID=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_reports all=INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_reports all=type interval=INVALID year=2022' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_reports all=type interval=annual year=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_reports type=INVALID,INVALID interval=quarterly,monthly' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_reports type=is,bs interval=INVALID,INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_reports all=all'"
+  "${ci_shell[@]}" "$_exec '$_reports all=type interval=annual year=2022'"
+  "${ci_shell[@]}" "$_exec '$_reports type=is,bs interval=quarterly,monthly'"
+  client::finance::down
+}
+
+function container::finance::taxes()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _taxes="$ci_profile taxes"
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_taxes INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_taxes INVALID=INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_taxes INVALID=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_taxes all=INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_taxes all=all year=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_taxes all=account tag=INVALID write=off year=2022' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_taxes all=account tag=income write=INVALID year=2022' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_taxes all=account tag=income write=off year=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_taxes tag=INVALID,INVALID account=gemini,coinbase year=2022' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_taxes tag=income,spends account=INVALID,INVALID year=2022' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_taxes tag=income,spends account=gemini,coinbase year=INVALID' || exit 0"
+
+  "${ci_shell[@]}" "$_exec '$_taxes all=tag account=INVALID year=all write=off' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_taxes all=tag account=nexo year=INVALID write=off' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_taxes all=tag account=nexo year=all write=INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_taxes all=all'"
+  "${ci_shell[@]}" "$_exec '$_taxes all=all year=all'"
+  "${ci_shell[@]}" "$_exec '$_taxes all=account tag=income write=off'"
+  "${ci_shell[@]}" "$_exec '$_taxes tag=income,spends account=gemini,coinbase year=2022'"
+  "${ci_shell[@]}" "$_exec '$_taxes all=tag account=nexo year=all write=off'"
+  client::finance::down
+}
+
+function container::finance::times()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _times="$ci_profile times"
+
+  # TODO: invalid
+
+  # NOTE: impl-specific: currently, timewarrior requires confirmation
+  #   which cannot be passed here (via "< <(echo yes)").
+  local -r _path="${HOME:?}/docker-finance/flow/times/timew"
+  mkdir -p "$_path" && touch "${_path}/timewarrior.cfg"
+
+  # Initial run presents confirmation dialog (so echo "yes")
+  "${ci_shell[@]}" "$_exec '$_times start desc=\"Task 1\" comment=\"My long comment\" tag:type=consulting'"
+
+  # Create time
+  sleep 3s
+
+  # Stop time
+  "${ci_shell[@]}" "$_exec '$_times stop'"
+
+  # If no tag found in summary, will return a single line but exit 0
+  [[ $("${ci_shell[@]}" "$_exec '$_times summary tag:type=consulting' | wc -l") -eq 1 ]] && exit 1
+
+  # A single entry should return only 3 lines
+  [[ $("${ci_shell[@]}" "$_exec '$_times export' | wc -l") -ne 3 ]] && exit 1
+  client::finance::down
+}
+
+function container::finance::plugins()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _plugins="$ci_profile plugins"
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_plugins INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_plugins repo/INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_plugins custom/INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_plugins repo/example.bash'"
+  # WARNING: timeclock plugin requires dfi `times` setup/functionality
+  # and must run *AFTER* the above container::finance::times() test
+  "${ci_shell[@]}" "$_exec '$_plugins repo/timew_to_timeclock.bash'"
+  client::finance::down
+}
+
+function container::finance::root()
+{
+  client::finance::up
+  local -r _exec="$ci_archlinux exec"
+  local -r _root="$ci_profile root"
+
+  # TODO: if tests failing, interpreter not bailing because gtest will catch throws
+  local -r _exit="| grep FAILED && exit 1 || exit 0"
+
+  #
+  # Base
+  #
+
+  "${ci_shell[@]}" "$_exec '$_root INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_root & wait ; kill -9 %1'"
+
+  #
+  # Macros
+  #
+
+  # Invalid
+  "${ci_shell[@]}" "$_exec '$_root INVALID' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_root macro/hash.C' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_root macro/crypto/hash.C' || exit 0"
+  "${ci_shell[@]}" "$_exec '$_root macro/repo/crypto/hash.C' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_exec '$_root macros/repo/crypto/hash.C'"
+  "${ci_shell[@]}" "$_exec '$_root macros/repo/crypto/hash.C test\\\\\ message'"
+
+  "${ci_shell[@]}" "$_exec '$_root macros/repo/crypto/random.C'"
+
+  "${ci_shell[@]}" "$_exec '$_root macros/repo/test/benchmark.C'"
+  "${ci_shell[@]}" "$_exec '$_root macros/repo/test/benchmark.C Random\*'"
+
+  "${ci_shell[@]}" "$_exec '$_root macros/repo/test/unit.C' $_exit"
+  "${ci_shell[@]}" "$_exec '$_root macros/repo/test/unit.C Pluggable\*:Macro\*:Plugin\*' $_exit"
+
+  "${ci_shell[@]}" "$_exec '$_root macros/repo/web/server.C dfi::common::exit\(0,\\\\\\\"Server\\\\\\\"\)\;'"
+  # TODO: ^ return value of macro
+
+  #
+  # Plugins
+  #
+
+  "${ci_shell[@]}" "$_exec '$_root plugins/repo/example/example.cc dfi::plugin::example::MyExamples\\ my\;my.example1\(\)\;dfi::common::exit\(0,\\\\\\\"MyExamples\\\\\\\"\)\;'"
+
+  # WARNING: bitcoin plugin requires dfi client-side bitcoin plugin
+  # and must run *AFTER* the above client::finance::plugins() test
+  "${ci_shell[@]}" "$_exec '$_root plugins/repo/bitcoin/bitcoin.cc try{dfi::macro::load\(\\\\\\\"repo/test/unit.C\\\\\\\"\)\;}catch\(...\){dfi::common::exit\(1\)\;}dfi::common::exit\(0\)\;' $_exit"
+  client::finance::down
+}
+
+# TODO: all           Fetches, imports, generates taxes and reports w/ [args] year
+
+#
+# client::dev-tools
+#
+
+function client::dev-tools::gen()
+{
+  local -r _tags=("micro" "tiny" "slim" "default")
+  local -r _types=("env" "build" "superscript" "env,build,superscript")
+
+  # TODO: 'default' should only be supported
+  for _tag in "${_tags[@]}"; do
+    for _type in "${_types[@]}"; do
+      local _gen="dfi dev-tools/${USER}:${_tag} gen"
+
+      # Invalid
+      "${ci_shell[@]}" "$_gen type=${_type}INVALID || exit 0"
+      "${ci_shell[@]}" "$_gen INVALID=${_type} || exit 0"
+
+      # Valid
+      "${ci_shell[@]}" "$_gen type=${_type} confirm=no"
+    done
+  done
+}
+
+function client::dev-tools::edit()
+{
+  local -r _tags=("micro" "tiny" "slim" "default")
+
+  local _types=()
+  _types+=("env")
+  _types+=("shell" "superscript")
+  _types+=("build" "dockerfile")
+  _types+=("env,shell,build")
+  _types+=("env,superscript,dockerfile")
+  declare -r _types
+
+  # Currently, only 'default' is supported
+  for _tag in "${_tags[@]}"; do
+    for _type in "${_types[@]}"; do
+      local _edit="dfi dev-tools/${USER}:${_tag} edit"
+
+      # Invalid
+      "${ci_shell[@]}" "$_edit type=${_type}INVALID & wait ; kill -9 %1 || exit 0"
+      "${ci_shell[@]}" "$_edit INVALID=${_type} & wait ; kill -9 %1 || exit 0"
+
+      # Valid
+      if "${ci_shell[@]}" "$_edit type=${_type} & wait ; kill -9 %1"; then
+        [[ "$_tag" != default ]] || continue
+      fi
+    done
+  done
+}
+
+# shellcheck disable=SC2178
+# shellcheck disable=SC2128
+function client::dev-tools::build()
+{
+  local -r types=("micro" "tiny" "slim" "default")
+
+  # Currently, only 'default' is supported
+  for _type in "${types[@]}"; do
+    local _build="dfi dev-tools/${USER}:${_type} build"
+
+    # Invalid
+    "${ci_shell[@]}" "$_build type=${_type}INVALID || exit 0"
+    "${ci_shell[@]}" "$_build INVALID=${_type} || exit 0"
+
+    # Valid
+    if "${ci_shell[@]}" "$_build type=${_type}"; then
+      [[ "$_type" != default ]] || continue
+    fi
+  done
+}
+
+function client::dev-tools::backup()
+{
+  local -r _backup=("micro" "tiny" "slim")
+
+  # Currently, only 'default' is supported
+  for _type in "${_backup[@]}"; do
+    if "${ci_shell[@]}" "dfi dev-tools/${USER}:${_type} backup"; then
+      [[ "$_type" != default ]] || continue
+    fi
+  done
+
+  "${ci_shell[@]}" "$ci_dev_tools backup"
+}
+
+function client::dev-tools::up()
+{
+  local -r _detach="&"
+  "${ci_shell[@]}" "$ci_dev_tools up $_detach wait"
+}
+
+function client::dev-tools::stop()
+{
+  "${ci_shell[@]}" "$ci_dev_tools stop"
+}
+
+function client::dev-tools::start()
+{
+  "${ci_shell[@]}" "$ci_dev_tools start"
+}
+
+function client::dev-tools::down()
+{
+  "${ci_shell[@]}" "$ci_dev_tools down"
+}
+
+function client::dev-tools::shell()
+{
+  client::dev-tools::up
+  local -r _shell="$ci_dev_tools shell"
+  local -r _args=(" " "user=${USER}" "user=root")
+
+  for _arg in "${_args[@]}"; do
+    # Invalid
+    "${ci_shell[@]}" "$_shell INVALID || exit 0"
+    "${ci_shell[@]}" "$_shell user=INVALID || exit 0"
+
+    # Valid
+    "${ci_shell[@]}" "$_shell $_arg & wait ; kill -9 %1"
+  done
+  client::dev-tools::down
+}
+
+function client::dev-tools::exec()
+{
+  client::dev-tools::up
+  local -r _exec="$ci_dev_tools exec"
+  "${ci_shell[@]}" "$_exec 'exit 1' || exit 0"
+  "${ci_shell[@]}" "$_exec 'exit 0'"
+  client::dev-tools::down
+}
+
+function client::dev-tools::plugins()
+{
+  local -r _plugins="$ci_dev_tools plugins"
+
+  # Invalid
+  "${ci_shell[@]}" "$_plugins INVALID || exit 0"
+  "${ci_shell[@]}" "$_plugins repo/INVALID || exit 0"
+  "${ci_shell[@]}" "$_plugins custom/INVALID || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$_plugins repo/example.bash"
+}
+
+function client::dev-tools::run()
+{
+  # Invalid
+  "${ci_shell[@]}" "$ci_dev_tools run 'hash INVALID' || exit 0"
+
+  # Valid
+  "${ci_shell[@]}" "$ci_dev_tools run 'hash bash'"
+}
+
+function client::dev-tools::version()
+{
+  local _types
+  _types+=("client" "container" "short" "all")
+  _types+=("client,container,short")
+
+  for _type in "${_types[@]}"; do
+    local _version="$ci_dev_tools version"
+    # Invalid
+    "${ci_shell[@]}" "$_version type=${_type}INVALID || exit 0"
+    "${ci_shell[@]}" "$_version INVALID=${_type} || exit 0"
+
+    # Valid
+    "${ci_shell[@]}" "$_version type=${_type}"
+  done
+}
+
+function client::dev-tools::update()
+{
+  local -r types=("micro" "tiny" "slim" "default")
+
+  # Currently, only 'default' is supported
+  for _type in "${types[@]}"; do
+    local _update="dfi dev-tools/${USER}:${_type} update"
+
+    # Invalid
+    "${ci_shell[@]}" "$_update type=${_type}INVALID || exit 0"
+    "${ci_shell[@]}" "$_update INVALID=${_type} || exit 0"
+
+    # Valid
+    if "${ci_shell[@]}" "$_update type=${_type}"; then
+      [[ "$_type" != default ]] || continue
+    fi
+  done
+}
+
+function client::dev-tools::rm()
+{
+  local _image="dev-tools/${USER}:default"
+
+  "${ci_shell[@]}" "dfi $_image rm"
+  docker images -q "$_image" && return $?
+  # NOTE: don't attempt `dfi` container commands or else image will try to pull/re-build
+
+  # Re-build (from cache) for future test cases
+  client::dev-tools::build
+}
+
+function client::dev-tools::license()
+{
+  local _files
+  _files+=("README.md")
+  _files+=("client/Dockerfiles/local/dev-tools/Dockerfile")
+  _files+=("client/docker-finance.yaml")
+  _files+=("container/.clang-format")
+  _files+=("container/plugins/root/example/example.cc")
+  _files+=("container/src/finance/completion.bash")
+  _files+=("container/src/finance/lib/internal/fetch/fetch.php")
+  _files+=("container/src/hledger-flow/accounts/coinbase/coinbase-shared.rules")
+  _files+=("container/src/hledger-flow/accounts/coinbase/template/coinbase/platform/1-in/mockup/2023/XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXBTC_transactions.csv")
+  _files+=("container/src/root/common/utility.hh")
+  _files+=("container/src/root/macro/rootlogon.C")
+
+  for _file in "${_version[@]}"; do
+    "${ci_shell[@]}" "$ci_dev_tools license file=${_file}"
+  done
+}
+
+function client::dev-tools::linter()
+{
+  local _type
+  _type+=("bash" "c++" "php")
+  _type+=("bash,c++,php")
+  _type+=("all")
+
+  for _type in "${_version[@]}"; do
+    "${ci_shell[@]}" "$ci_dev_tools linter type=${_type}"
+  done
+}
+
+function client::dev-tools::doxygen()
+{
+  local -r _args=("gen" "rm")
+  for _arg in "${_args[@]}"; do
+    "${ci_shell[@]}" "$ci_dev_tools doxygen $_arg"
+  done
+}
+
+"$@"

.gitea/workflows/dfi.yaml

@@ -0,0 +1,277 @@
+# docker-finance | modern accounting for the power-user
+#
+# Copyright (C) 2026 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
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU General Public License for more details.
+#
+# You should have received a copy of the GNU General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+# NOTE: see https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs for CI setup
+
+name: docker-finance
+
+run-name: ${{ gitea.actor }} ${{ gitea.event_name }} ${{ gitea.ref }} ${{ gitea.repository }}
+
+on:
+  push:
+    paths:
+      - 'client/**'
+      - 'container/**'
+      - 'docker-finance.dox'
+      - '.gitea/**'
+      - '!.gitea/ISSUE_TEMPLATE/**'
+      - '!.gitea/PULL_REQUEST_TEMPLATE.yaml'
+      - '!.gitignore'
+      - '!.img/**'
+      - '!CHANGELOG.md'
+      - '!LICENSE.md'
+      - '!README.md'
+
+cache:
+  enable: false
+
+jobs:
+  all:
+    runs-on: archlinux_vm
+    steps:
+
+      ##
+      ## Host (act_runner)
+      ##
+
+      - name: Host preparation (clone)
+        uses: actions/checkout@v4
+
+      # Rationale: in case of failures, cleanup here (instead of later)
+      - name: Host preparation (cleanup)
+        run: |
+          ${{ gitea.workspace }}/.gitea/workflows/dfi.bash host::clean
+
+      # Rationale: it's preferred to work with DOCKER_FINANCE_CLIENT_REPO pointing
+      # toward the runner's actual home rather than the job's temporary cache home
+      - name: Host preparation (workspace)
+        run: |
+          mkdir "${HOME}"/docker-finance && cp -aR ${{ gitea.workspace }} "${HOME}"/docker-finance/repo
+
+      ##
+      ## Client (host)
+      ##
+
+      - name: client::install
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::install
+
+      ##
+      ## Client (finance)
+      ##
+
+      - name: client::finance::gen
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::gen
+
+      - name: client::finance::edit
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::edit
+
+      - name: client::finance::build
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::build
+
+      - name: client::finance::backup
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::backup
+
+      - name: client::finance::up
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::up
+
+      - name: client::finance::stop
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::stop
+
+      - name: client::finance::start
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::start
+
+      - name: client::finance::down
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::down
+
+      - name: client::finance::shell
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::shell
+
+      - name: client::finance::exec
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::exec
+
+      - name: client::finance::plugins
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::plugins
+
+      - name: client::finance::run
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::run
+
+      - name: client::finance::version
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::version
+
+      - name: client::finance::update
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::update
+
+      - name: client::finance::rm
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::finance::rm
+
+      ##
+      ## Container (finance)
+      ##
+
+      - name: container::finance::edit
+        run: |
+          CI_DFI_FETCH_MOBULA=${{ secrets.CI_DFI_FETCH_MOBULA }} \
+          CI_DFI_FETCH_COINGECKO=${{ secrets.CI_DFI_FETCH_COINGECKO }} \
+          CI_DFI_FETCH_ETHERSCAN=${{ secrets.CI_DFI_FETCH_ETHERSCAN }} \
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::edit
+
+      - name: container::finance::fetch
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::fetch
+
+      - name: container::finance::import
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::import
+
+      - name: container::finance::hledger
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::hledger
+
+      - name: container::finance::hledger-ui
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::hledger-ui
+
+      - name: container::finance::hledger-vui
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::hledger-vui
+
+      - name: container::finance::hledger-web
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::hledger-web
+
+      - name: container::finance::meta
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::meta
+
+      - name: container::finance::reports
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::reports
+
+      - name: container::finance::taxes
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::taxes
+
+      - name: container::finance::times
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::times
+
+      - name: container::finance::plugins
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::plugins
+
+      - name: container::finance::root
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash container::finance::root
+
+      ##
+      ## Client (dev-tools)
+      ##
+
+      - name: client::dev-tools::gen
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::gen
+
+      - name: client::dev-tools::edit
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::edit
+
+      - name: client::dev-tools::build
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::build
+
+      - name: client::dev-tools::backup
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::backup
+
+      - name: client::dev-tools::up
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::up
+
+      - name: client::dev-tools::stop
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::stop
+
+      - name: client::dev-tools::start
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::start
+
+      - name: client::dev-tools::down
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::down
+
+      - name: client::dev-tools::shell
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::shell
+
+      - name: client::dev-tools::exec
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::exec
+
+      - name: client::dev-tools::plugins
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::plugins
+
+      - name: client::dev-tools::run
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::run
+
+      - name: client::dev-tools::version
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::version
+
+      - name: client::dev-tools::update
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::update
+
+      - name: client::dev-tools::license
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::license
+
+      - name: client::dev-tools::linter
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::linter
+
+      - name: client::dev-tools::doxygen
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::doxygen
+
+      - name: client::dev-tools::rm
+        run: |
+          "${HOME}"/docker-finance/repo/.gitea/workflows/dfi.bash client::dev-tools::rm
+
+      ##
+      ## Host (act_runner)
+      ##
+
+      - name: Job status
+        run: echo "${{ job.status }}"

CHANGELOG.md

@@ -18,22 +18,136 @@
 
 # Changelog (`docker-finance`)
 
+## 1.3.0 - 2026-02-27
+
+This release focuses on `dfi` code/usage enhancements, a ROOT.cern (`root`) patch release and **breaking** changes to the `dfi` client-side default layout (filesystem).
+
+Also included are dfi-docs updates: [how to get started](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-get-started.md), categorical [plugins](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-use-it.md#plugins) and a new demo of the [Bitcoin plugin](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-use-it.md#plugins-bitcoin).
+
+### 1.3.0 - Fixes
+
+- Fix `root` plugin code documentation (custom plugin location) ([#302](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/302))
+
+### 1.3.0 - Enhancements
+
+- 🚨**Breaking** Change layout of default client/container paths (environment, bind-mounts) ([#301](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/301)) ([#303](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/303))
+  * Defaults are now consolidated under a single parent directory
+  * Basenames are now simply-named to avoid verbosity and confusion
+  * For smoothest transition:
+    1. Create a parent umbrella directory called `./docker-finance`
+    2. Rename (or symlink) your `docker-finance` repository (`DOCKER_FINANCE_CLIENT_REPO`) to `./docker-finance/repo`
+    3. Rename (or symlink) your `docker-finance.d` directory (`DOCKER_FINANCE_CLIENT_CONF`) to `./docker-finance/conf.d`
+    4. Rename (or symlink) your `finance-flow` directory (`DOCKER_FINANCE_CLIENT_FLOW`) to `./docker-finance/flow`
+       - Within your `./docker-finance/flow/profiles` directory, rename all subprofile `docker-finance.d` directories to `conf.d`
+    6. Rename (or symlink) your custom `plugins` directory (`DOCKER_FINANCE_CLIENT_PLUGINS`) to `./docker-finance/plugins`
+    7. Rename (or symlink) your `share.d` directory (`DOCKER_FINANCE_CLIENT_SHARED`) to `./docker-finance/share.d`
+    8. Manually update all `./docker-finance/conf.d` environment files for all platforms/tags to reflect the new client-side locations:
+       - e.g.; `$EDITOR ./docker-finance/conf.d/client/Linux-x86_64/archlinux/default/env/$(whoami)@$(uname -n)`
+    9. Manually update your `superscript.bash`; changing `docker-finance.d` to `conf.d` where applicable:
+       - e.g.; `sed -i 's:/docker-finance.d/:/conf.d/:g' ./docker-finance/conf.d/container/shell/superscript.bash`
+    10. Manually remove the docker-finance `source` completion line from `~/.bashrc` (or `~/.bash_aliases`)
+    11. Re-run install:
+        - i.e.; `./docker-finance/repo/client/install.bash && source ~/.bashrc`
+    12. *Optional* Re-run `gen type=env` to produce the new container-side bind-mount locations:
+        - i.e.; `dfi archlinux/${USER}:default gen type=env confirm=no`
+    13. 🥳 Your new defaults can now be changed and paths moved/renamed as you please: simply update your environment file in `conf.d`:
+        - i.e.; `dfi archlinux/${USER}:default edit type=env`
+        - ⚠ If changing the expected repository location, you'll need to manually update the `conf.d` environment file as well as your aliases/source (`~/.bashrc`)
+
+- Allow undesirable characters in variable-text columns for respective hledger-flow accounts, related refactoring ([#297](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/297))
+- Add `root` interpreter common exit function and test case, refactor CI workflow ([#298](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/298))
+- Silence client's `exec` noise, when not debugging ([#299](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/299))
+- Pull tags from remote in client Bitcoin plugin ([#300](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/300))
+- Decrease bootstrap wait time for client Tor plugin ([#305](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/305))
+- Improve usage help for client/container `plugins` commmand, add help to client `plugins` completion ([#306](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/306))
+
+### 1.3.0 - Updates
+
+- Update all repo-related domain links to gitea.evergreencrypto.co ([#296](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/296))
+  * You can still find this repository mirrored to gitea.com
+
+- Bump `root` to 6.38.02-1 ([#304](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/304)) ([#307](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/307))
+
+### 1.3.0 - Contributors
+
+- Aaron Fiore
+
+## 1.2.0 - 2026-02-06
+
+This point release focuses on providing a new CI system using [Gitea Actions](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/actions).
+
+Also included are minor `dfi` changes (mostly client-side) and some usability improvements.
+
+> Note: any re-`gen` instructions below will automatically backup respective data to their respective locations.
+
+### 1.2.0 - Features
+
+- New CI using Gitea Actions Workflow and [instructions](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-contribute.md#ci-using-self-hosted-gitea-with-act_runner) on how to self-host Gitea CI for `dfi` development ([#287](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/287)) ([#291](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/291)) ([#292](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/292)) ([#293](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/293))
+
+### 1.2.0 - Fixes
+
+- Minor internal fixes to work better with the new CI ([#281](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/281)) ([#283](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/283)) ([#289](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/289))
+
+- Fix for container's `taxes` command breaking when generating `all` years (`year=all`) ([#279](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/279))
+  * This bug does *not* affect individual year tax report generation, when given a specific (or default) year
+
+- Fix client ownership of shared path during client generation ([#285](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/285))
+  * Was previously owned by root instead of `DOCKER_FINANCE_USER`
+
+- Add missing chains to coinomi template ([#288](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/288))
+  * To utilize these changes: `dfi archlinux/${USER}:default gen type=flow profile=<profile/subprofile> account=coinomi confirm=no`
+
+- Fix client Tor plugin's container inspection ([#292](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/292))
+
+### 1.2.0 - Enhancements
+
+- Minor internal tweaks to work better with the new CI ([#274](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/274)) ([#275](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/275)) ([#276](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/276)) ([#277](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/277)) ([#278](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/278)) ([#280](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/280)) ([#282](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/282))
+
+- Allow quotations when passing root `Pluggable` arguments ([#286](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/286))
+
+   > Helps facilitate CLI usage; e.g.,
+   > ```bash
+   > $ dfi testprofile/testuser root plugins/repo/bitcoin/bitcoin.cc 'dfi::macro::load(\"repo/test/unit.C\")'
+   > ```
+
+- Implement retries when bootstrapping client Tor plugin, misc Tor plugin enhancements ([#292](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/292))
+
+### 1.2.0 - Updates
+
+- `dev-tools`: bump `cppcheck`'s standard to c++20 ([#295](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/295))
+
+### 1.2.0 - Refactoring
+
+- Update optional blocks in default custom Arch Linux Dockerfile, move `less` package from custom build to base build ([#284](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/284))
+  * To utilize these changes: `dfi archlinux/${USER}:default gen type=build confirm=no`
+  * To update your new config: `dfi archlinux/${USER}:default edit type=build`
+
+- Update mobula assets and update/cleanup comments in default `fetch` config ([#290](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/290))
+  * To utilize these changes: `dfi archlinux/${USER}:default gen type=flow profile=<profile/subprofile> config=fetch confirm=no`
+  * To update your new config (in container): `dfi <profile/subprofile> edit type=fetch`
+
+- Add `cppcheck-suppress stlIfStrFind` to root common ([#295](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/295))
+
+### 1.2.0 - Contributors
+
+- Aaron Fiore
+
 ## 1.1.1 - 2026-01-15
 
 This patch release supports recent CoinGecko and PHP-CS-Fixer changes and also includes minor `dfi` developer enhancements/refactoring.
 
 ### 1.1.1 - Fixes
 
-- Since CoinGecko now returns error 403 without a "descriptive" User-Agent, an agent has been added when fetching prices from CoinGecko ([#269](https://gitea.com/EvergreenCrypto/docker-finance/pulls/269))
-- PHP-CS-Fixer's 3.92 series now requires `init` before any `fix`ing or `check`ing ([#270](https://gitea.com/EvergreenCrypto/docker-finance/pulls/270)) ([#272](https://gitea.com/EvergreenCrypto/docker-finance/pulls/272))
+- Since CoinGecko now returns error 403 without a "descriptive" User-Agent, an agent has been added when fetching prices from CoinGecko ([#269](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/269))
+- PHP-CS-Fixer's 3.92 series now requires `init` before any `fix`ing or `check`ing ([#270](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/270)) ([#272](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/272))
 
 ### 1.1.1 - Enhancements
 
-- Add `API_VERSION` to `fetch`'s PHP environment map ([#269](https://gitea.com/EvergreenCrypto/docker-finance/pulls/269))
+- Add `API_VERSION` to `fetch`'s PHP environment map ([#269](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/269))
 
 ### 1.1.1 - Refactoring
 
-- Minor dev-tools' `lib_linter` refactoring ([#271](https://gitea.com/EvergreenCrypto/docker-finance/pulls/271)) ([#272](https://gitea.com/EvergreenCrypto/docker-finance/pulls/272))
+- Minor dev-tools' `lib_linter` refactoring ([#271](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/271)) ([#272](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/272))
 
 ### 1.1.1 - Contributors
 
@@ -49,52 +163,52 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 
 > For this release, code fixes that are related to new `root` additions are included in the below Features category
 
-- Remove comma(s) from hledger-flow's Discover credit subaccount description ([#259](https://gitea.com/EvergreenCrypto/docker-finance/pulls/259))
+- Remove comma(s) from hledger-flow's Discover credit subaccount description ([#259](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/259))
   * Fixes column processing when extra comma(s) are present
 
-- Update deadlinks in Gitea pull request template ([#267](https://gitea.com/EvergreenCrypto/docker-finance/pulls/267))
+- Update deadlinks in Gitea pull request template ([#267](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/267))
 
 ### 1.1.0 - Features
 
-- New ROOT.cern image/package with C++20 support 🎉, related `dfi` migrating and refactoring ([#237](https://gitea.com/EvergreenCrypto/docker-finance/pulls/237)) ([#238](https://gitea.com/EvergreenCrypto/docker-finance/pulls/238)) ([#240](https://gitea.com/EvergreenCrypto/docker-finance/pulls/240)) ([#247](https://gitea.com/EvergreenCrypto/docker-finance/pulls/247)) ([#248](https://gitea.com/EvergreenCrypto/docker-finance/pulls/248)) ([#251](https://gitea.com/EvergreenCrypto/docker-finance/pulls/251)) ([#255](https://gitea.com/EvergreenCrypto/docker-finance/pulls/255)) ([#257](https://gitea.com/EvergreenCrypto/docker-finance/pulls/257)) ([#262](https://gitea.com/EvergreenCrypto/docker-finance/pulls/262)) ([#265](https://gitea.com/EvergreenCrypto/docker-finance/pulls/265))
+- New ROOT.cern image/package with C++20 support 🎉, related `dfi` migrating and refactoring ([#237](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/237)) ([#238](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/238)) ([#240](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/240)) ([#247](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/247)) ([#248](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/248)) ([#251](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/251)) ([#255](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/255)) ([#257](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/257)) ([#262](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/262)) ([#265](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/265))
   * The Arch Linux ROOT.cern package, be default, only supports up to C++17. As a result, a new `evergreencrypto/root` Docker image was created and is now maintained to provide an optimized C++20 package
 
-- New `dfi` Pluggable API framework for `root` plugins and macros; auto-(un)load'ing, enhanced `common` system, related refactoring/deprecations and additional tests ([#241](https://gitea.com/EvergreenCrypto/docker-finance/pulls/241)) ([#243](https://gitea.com/EvergreenCrypto/docker-finance/pulls/243)) ([#244](https://gitea.com/EvergreenCrypto/docker-finance/pulls/244)) ([#245](https://gitea.com/EvergreenCrypto/docker-finance/pulls/245)) ([#249](https://gitea.com/EvergreenCrypto/docker-finance/pulls/249)) ([#252](https://gitea.com/EvergreenCrypto/docker-finance/pulls/252)) ([#253](https://gitea.com/EvergreenCrypto/docker-finance/pulls/253)) ([#256](https://gitea.com/EvergreenCrypto/docker-finance/pulls/256)) ([#258](https://gitea.com/EvergreenCrypto/docker-finance/pulls/258)) ([#261](https://gitea.com/EvergreenCrypto/docker-finance/pulls/261)) ([#263](https://gitea.com/EvergreenCrypto/docker-finance/pulls/263)) ([#264](https://gitea.com/EvergreenCrypto/docker-finance/pulls/264))
+- New `dfi` Pluggable API framework for `root` plugins and macros; auto-(un)load'ing, enhanced `common` system, related refactoring/deprecations and additional tests ([#241](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/241)) ([#243](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/243)) ([#244](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/244)) ([#245](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/245)) ([#249](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/249)) ([#252](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/252)) ([#253](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/253)) ([#256](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/256)) ([#258](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/258)) ([#261](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/261)) ([#263](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/263)) ([#264](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/264))
   * Container's usage help: `dfi <profile/subprofile> root help`
   * Doxygen: `dfi dev-tools/${USER}:default doxygen gen`
-  * Repo examples: [plugins](https://gitea.com/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/container/plugins/root) and [macros](https://gitea.com/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/container/src/root/macro)
+  * Repo examples: [plugins](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/container/plugins/root) and [macros](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/container/src/root/macro)
     - ⚠️ Though not recommended, to use the previous method of loading plugins/macros, continue to use the `dfi::common` file loader instead
 
-- New ₿itcoin plugin; related `dfi` API additions and tests ([#254](https://gitea.com/EvergreenCrypto/docker-finance/pulls/254)) ([#261](https://gitea.com/EvergreenCrypto/docker-finance/pulls/261)) ([#263](https://gitea.com/EvergreenCrypto/docker-finance/pulls/263))
-  * Client's (host's) [plugin](https://gitea.com/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/client/plugins/docker/bitcoin.bash): `dfi archlinux/${USER}:default plugins repo/bitcoin.bash`
+- New ₿itcoin plugin; related `dfi` API additions and tests ([#254](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/254)) ([#261](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/261)) ([#263](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/263))
+  * Client's (host's) [plugin](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/client/plugins/docker/bitcoin.bash): `dfi archlinux/${USER}:default plugins repo/bitcoin.bash`
     - ⚠️ To use the client's plugin, you **MUST** run the following at least once:
       * Re-`gen` build file: `dfi archlinux/${USER}:default gen type=build confirm=no`
       * Re-`edit` build file: `dfi archlinux/${USER}:default edit type=build` (and then uncomment dependencies)
       * Re-`build` image: `dfi archlinux/${USER}:default build type=default` (or use the `update` command)
-  * Container's [plugin](https://gitea.com/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/container/plugins/root/bitcoin/bitcoin.cc) can be loaded from the command line or from within interpreter:
+  * Container's [plugin](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/container/plugins/root/bitcoin/bitcoin.cc) can be loaded from the command line or from within interpreter:
     - Command line: `dfi <profile/subprofile> root plugins/repo/bitcoin/bitcoin.cc`
     - Interpreter: `dfi::plugin::load("repo/bitcoin/bitcoin.cc")`
-  * See [important notes](https://gitea.com/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/client/plugins/docker/bitcoin.bash#L21-L59) regarding the client/container relationship
-    - NOTE: all symbols in libbitcoinkernel.so are available but you'll need to load respective headers as needed (e.g., [common loader](https://gitea.com/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/container/plugins/root/bitcoin/bitcoin.cc#L80))
+  * See [important notes](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/client/plugins/docker/bitcoin.bash#L21-L59) regarding the client/container relationship
+    - NOTE: all symbols in libbitcoinkernel.so are available but you'll need to load respective headers as needed (e.g., [common loader](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/commit/14df4c94e05fce9b557a8c828e384d4691303310/container/plugins/root/bitcoin/bitcoin.cc#L80))
 
 ### 1.1.0 - Enhancements
 
 > For this release, code enhancements related to `root` are included in the above Features category
 
-- Add `exec` wrapper to client ([#246](https://gitea.com/EvergreenCrypto/docker-finance/pulls/246))
+- Add `exec` wrapper to client ([#246](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/246))
 
 ### 1.1.0 - Updates
 
 > For this release, package updates related to `root` are included in the above Features category
 
-- Bump `hledger` to 1.51.2 ([#242](https://gitea.com/EvergreenCrypto/docker-finance/pulls/242)) ([#250](https://gitea.com/EvergreenCrypto/docker-finance/pulls/250)) ([#260](https://gitea.com/EvergreenCrypto/docker-finance/pulls/260))
-- Bump `hledger-flow` to v0.16.2 ([#257](https://gitea.com/EvergreenCrypto/docker-finance/pulls/257))
+- Bump `hledger` to 1.51.2 ([#242](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/242)) ([#250](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/250)) ([#260](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/260))
+- Bump `hledger-flow` to v0.16.2 ([#257](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/257))
 
 ### 1.1.0 - Refactoring
 
 > For this release, code refactoring related to `root` is included in the above Features category
 
-- Use Docker multi-stage for `hledger-suite` and `root` images ([#250](https://gitea.com/EvergreenCrypto/docker-finance/pulls/250)) ([#251](https://gitea.com/EvergreenCrypto/docker-finance/pulls/251))
+- Use Docker multi-stage for `hledger-suite` and `root` images ([#250](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/250)) ([#251](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/251))
 
 ### 1.1.0 - Contributors
 
@@ -106,61 +220,61 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 
 ### 1.0.0 - Fixes
 
-- client: `linter`: fix finding .clang-format ([#219](https://gitea.com/EvergreenCrypto/docker-finance/pulls/219))
-- container: `fetch`: fix wording to reflect impl ([#212](https://gitea.com/EvergreenCrypto/docker-finance/pulls/212))
-- container: `taxes`: fixes for 'all' years arg parsing and printing, don't attempt to patch non-existent taxable events ([#230](https://gitea.com/EvergreenCrypto/docker-finance/pulls/230))
-- ⚠️ container: hledger-flow: electrum: add lightning, backwards compat ([#227](https://gitea.com/EvergreenCrypto/docker-finance/pulls/227))
-  * electrum lightning support is a WIP and, as a result, so is the support here (see [#233](https://gitea.com/EvergreenCrypto/docker-finance/issues/233))
-- container: plugins: `root`: fix example3()'s shell ([#229](https://gitea.com/EvergreenCrypto/docker-finance/pulls/229))
+- client: `linter`: fix finding .clang-format ([#219](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/219))
+- container: `fetch`: fix wording to reflect impl ([#212](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/212))
+- container: `taxes`: fixes for 'all' years arg parsing and printing, don't attempt to patch non-existent taxable events ([#230](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/230))
+- ⚠️ container: hledger-flow: electrum: add lightning, backwards compat ([#227](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/227))
+  * electrum lightning support is a WIP and, as a result, so is the support here (see [#233](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/issues/233))
+- container: plugins: `root`: fix example3()'s shell ([#229](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/229))
 
 ### 1.0.0 - Features
 
-- client: add `update` feature ([#225](https://gitea.com/EvergreenCrypto/docker-finance/pulls/225))
+- client: add `update` feature ([#225](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/225))
   * Update your `dfi` instance with the `update` command (instead of `rm` -> system prune -> `build`)
-- container: add lib_root impl (macro/plugin support), update completion and usage help ([#215](https://gitea.com/EvergreenCrypto/docker-finance/pulls/215))
+- container: add lib_root impl (macro/plugin support), update completion and usage help ([#215](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/215))
   * dfi's `root` now supports shell loading (and running) of macros/plugins
 
 ### 1.0.0 - Enhancements
 
-- ⚠️**Potentially Breaking**: container: root: macro: Hash/Random: change output to CSV format ([#217](https://gitea.com/EvergreenCrypto/docker-finance/pulls/217))
+- ⚠️**Potentially Breaking**: container: root: macro: Hash/Random: change output to CSV format ([#217](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/217))
   * Any end-user expectations (*custom* plugins, etc.) should be adjusted, if needed
-- client: `linter`: allow *custom* C++ plugins to also be linted/formatted ([#211](https://gitea.com/EvergreenCrypto/docker-finance/pulls/211))
-- container: `taxes`/`reports`: optimize writes by forking ([#221](https://gitea.com/EvergreenCrypto/docker-finance/pulls/221)) ([#223](https://gitea.com/EvergreenCrypto/docker-finance/pulls/223))
+- client: `linter`: allow *custom* C++ plugins to also be linted/formatted ([#211](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/211))
+- container: `taxes`/`reports`: optimize writes by forking ([#221](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/221)) ([#223](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/223))
   * Decreases real time in multicore container environments
-- 🚨container: hledger-flow: ethereum-based: compound: add internal swapping when supplying/withdrawing ([#228](https://gitea.com/EvergreenCrypto/docker-finance/pulls/228))
+- 🚨container: hledger-flow: ethereum-based: compound: add internal swapping when supplying/withdrawing ([#228](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/228))
   * **MUST** re-`import` from oldest applicable year
   * **MUST** re-`taxes` for all applicable years
-- 🚨container: hledger-flow: finish uniform fiat subaccounts ([#213](https://gitea.com/EvergreenCrypto/docker-finance/pulls/213))
+- 🚨container: hledger-flow: finish uniform fiat subaccounts ([#213](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/213))
   * **MUST** adjust custom rules/journals as needed
   * **MUST** re-`import` from oldest applicable year
   * **MUST** re-`report` for all applicable years
-- 🚨container: hledger-flow: paypal/paypal-business: add expenses description subaccount ([#214](https://gitea.com/EvergreenCrypto/docker-finance/pulls/214))
+- 🚨container: hledger-flow: paypal/paypal-business: add expenses description subaccount ([#214](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/214))
   * **MUST** re-`import` from oldest applicable year
   * **MUST** re-`report` for all applicable years
-- 🚨container: hledger-flow: vultr: add credits support ([#226](https://gitea.com/EvergreenCrypto/docker-finance/pulls/226))
+- 🚨container: hledger-flow: vultr: add credits support ([#226](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/226))
   * **MUST** re-`import` from oldest applicable year
   * **MUST** re-`report` for all applicable years
 
 ### 1.0.0 - Updates
 
-- client/container: usage help updates ([#231](https://gitea.com/EvergreenCrypto/docker-finance/pulls/231))
-- client: Dockerfiles: remote: hledger-suite: bump to latest `hledger`/`hledger-flow`/`hledger-iadd` ([#216](https://gitea.com/EvergreenCrypto/docker-finance/pulls/216)) ([#220](https://gitea.com/EvergreenCrypto/docker-finance/pulls/220))
+- client/container: usage help updates ([#231](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/231))
+- client: Dockerfiles: remote: hledger-suite: bump to latest `hledger`/`hledger-flow`/`hledger-iadd` ([#216](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/216)) ([#220](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/220))
   * Also updates hledger-suite Dockerfile build process
-- repo: gitea: template: update bug template ([#234](https://gitea.com/EvergreenCrypto/docker-finance/pulls/234))
-- repo: migrate all docs and related assets to 'dfi-docs' repository, update README ([#232](https://gitea.com/EvergreenCrypto/docker-finance/pulls/232))
-  * All non-code documentation has been moved to the [dfi-docs](https://gitea.com/EvergreenCrypto/dfi-docs) repository
-- repo: remove deprecated donation funding images ([#224](https://gitea.com/EvergreenCrypto/docker-finance/pulls/224))
+- repo: gitea: template: update bug template ([#234](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/234))
+- repo: migrate all docs and related assets to 'dfi-docs' repository, update README ([#232](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/232))
+  * All non-code documentation has been moved to the [dfi-docs](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs) repository
+- repo: remove deprecated donation funding images ([#224](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/224))
 
 ### 1.0.0 - Refactoring
 
-- ⚠️**Potentially Breaking**: client/container: migrate from `xsv` to `xan` ([#222](https://gitea.com/EvergreenCrypto/docker-finance/pulls/222))
+- ⚠️**Potentially Breaking**: client/container: migrate from `xsv` to `xan` ([#222](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/222))
   * Any end-user *custom* plugins that rely on `xsv` should use `xan` instead
     - To continue using `xsv`, add `xsv` to your build: `dfi <platform/user:tag> edit type=build`
-- ⚠️**Potentially Breaking**: container: php/c++: `dfi` namespace refactor ([#210](https://gitea.com/EvergreenCrypto/docker-finance/pulls/210))
+- ⚠️**Potentially Breaking**: container: php/c++: `dfi` namespace refactor ([#210](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/210))
   * Any end-user *custom* plugin namespaces should be adjusted, if needed
   * Any Doxygen used should be cleaned and regenerated with the `dev-tools` image, if needed
-- container: hledger-flow: add explicit amount4 to applicable rules ([#218](https://gitea.com/EvergreenCrypto/docker-finance/pulls/218))
-- container: php general refactoring ([#208](https://gitea.com/EvergreenCrypto/docker-finance/pulls/208)) ([#209](https://gitea.com/EvergreenCrypto/docker-finance/pulls/209))
+- container: hledger-flow: add explicit amount4 to applicable rules ([#218](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/218))
+- container: php general refactoring ([#208](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/208)) ([#209](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/209))
   * Removes deprecations (since PHP 8.4) and linter errors
 
 ### 1.0.0 - Contributors
@@ -171,41 +285,41 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 
 ⚠️ **Breaking changes for this release candidate** ⚠️
 
-- **Breaking**: support non-alpha characters (currency) for all applicable accounts ([#202](https://gitea.com/EvergreenCrypto/docker-finance/pulls/202)) ([#205](https://gitea.com/EvergreenCrypto/docker-finance/pulls/205))
+- **Breaking**: support non-alpha characters (currency) for all applicable accounts ([#202](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/202)) ([#205](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/205))
   * gemini: the 1-in filename for 1INCH trades **MUST** be renamed from "oneinchXXX-Trades.csv" to "1inchXXX-Trades.csv" (where XXX is the counter pair)
     - All applicable years in gemini account's 2-preprocessed and 3-journal **MUST** be deleted and re-`import`ed
   * **MUST** re-`fetch` respective prices for applicable years
   * **MUST** re-run `taxes` for applicable years
 
-- **Breaking**: ethereum-based: support Etherscan V2, add more L2 chains, add/update L2 mockups, add/update L2 spam rules, support non-alpha chars (currency) ([#201](https://gitea.com/EvergreenCrypto/docker-finance/pulls/201))
-  * **MUST** use new `fetch` config API format and API key (see [#201](https://gitea.com/EvergreenCrypto/docker-finance/pulls/201))
+- **Breaking**: ethereum-based: support Etherscan V2, add more L2 chains, add/update L2 mockups, add/update L2 spam rules, support non-alpha chars (currency) ([#201](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/201))
+  * **MUST** use new `fetch` config API format and API key (see [#201](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/201))
     - **MUST** perform subsequent manual adjustment (update any API keys)
   * If developing, **MUST** `gen`/re-`gen` the mockups
 
-- **Breaking**: btcpayserver: support "Legacy Invoice Export" plugin, update "Wallets" impl, update mockups ([#203](https://gitea.com/EvergreenCrypto/docker-finance/pulls/203))
+- **Breaking**: btcpayserver: support "Legacy Invoice Export" plugin, update "Wallets" impl, update mockups ([#203](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/203))
   * As of BTCPayServer v2.2.0, **MUST** install the "Legacy Invoice Export" plugin
     - **MUST** export legacy and wallets reports and re-`import` for all applicable years
   * If developing, **MUST** re-`gen` the mockup
 
-- **Breaking** paypal: support latest fiat header, update fiat mockup ([#199](https://gitea.com/EvergreenCrypto/docker-finance/pulls/199))
+- **Breaking** paypal: support latest fiat header, update fiat mockup ([#199](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/199))
   * Adds 'fees' subaccount and new tags from the additional columns
   * **MUST** run client-side `gen` for paypal account
     - **MUST** re-`import` all applicable years
   * If developing, **MUST** re-`gen` the mockup
 
-- paypal-business: update mockup ([#200](https://gitea.com/EvergreenCrypto/docker-finance/pulls/200))
+- paypal-business: update mockup ([#200](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/200))
 
-- Fix/enhance client usage handling ([#207](https://gitea.com/EvergreenCrypto/docker-finance/pulls/207))
+- Fix/enhance client usage handling ([#207](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/207))
 
-- Fix client completion for when Docker is not found ([#192](https://gitea.com/EvergreenCrypto/docker-finance/pulls/192))
+- Fix client completion for when Docker is not found ([#192](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/192))
 
-- Fix permission denied for visidata (change visidata default dir) ([#198](https://gitea.com/EvergreenCrypto/docker-finance/pulls/198))
+- Fix permission denied for visidata (change visidata default dir) ([#198](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/198))
 
-- Fix description-like information with '%' character which breaks import in some cases ([#204](https://gitea.com/EvergreenCrypto/docker-finance/pulls/204))
+- Fix description-like information with '%' character which breaks import in some cases ([#204](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/204))
 
-- Add more `hledger` commands to container completion ([#194](https://gitea.com/EvergreenCrypto/docker-finance/pulls/194))
+- Add more `hledger` commands to container completion ([#194](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/194))
 
-- Bump `hledger` to latest releases ([#193](https://gitea.com/EvergreenCrypto/docker-finance/pulls/193)) ([#195](https://gitea.com/EvergreenCrypto/docker-finance/pulls/195)) ([#196](https://gitea.com/EvergreenCrypto/docker-finance/pulls/196)) ([#197](https://gitea.com/EvergreenCrypto/docker-finance/pulls/197))
+- Bump `hledger` to latest releases ([#193](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/193)) ([#195](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/195)) ([#196](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/196)) ([#197](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/197))
 
 ---
 
@@ -229,7 +343,7 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 🚨 For BTCPay Server account:
 
 - ❗**MUST** export only v2 reports
-  * See ([#181](https://gitea.com/EvergreenCrypto/docker-finance/pulls/181)) for details
+  * See ([#181](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/181)) for details
 
 - ❗**MUST** re-run `import` command
   * Run `import` starting from oldest applicable year
@@ -240,7 +354,7 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 🚨 For Coinbase account:
 
 - ❗**MUST** re-run `edit type=fetch` command
-  * Update your CDP key (legacy key support has been [removed](https://gitea.com/EvergreenCrypto/docker-finance/commit/ca31fef052819e2c118f57451f64ca94bad01d2b))
+  * Update your CDP key (legacy key support has been [removed](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/commit/ca31fef052819e2c118f57451f64ca94bad01d2b))
 
 ---
 
@@ -254,53 +368,53 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 
 ##### *Dockerfiles*
 
-- hledger-suite ([#184](https://gitea.com/EvergreenCrypto/docker-finance/pulls/184)) ([#185](https://gitea.com/EvergreenCrypto/docker-finance/pulls/185))
+- hledger-suite ([#184](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/184)) ([#185](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/185))
   * Bump `hledger` to 1.42.1
 
 ##### *docker-finance.d (configurations)*
 
-- Update Coinbase CDP key, remove unused YAML keys ([#176](https://gitea.com/EvergreenCrypto/docker-finance/pulls/176)) ([#177](https://gitea.com/EvergreenCrypto/docker-finance/pulls/177))
+- Update Coinbase CDP key, remove unused YAML keys ([#176](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/176)) ([#177](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/177))
 
 ##### *src/docker*
 
-- Only allocate TTY when needed (with `run` command) ([#187](https://gitea.com/EvergreenCrypto/docker-finance/pulls/187))
+- Only allocate TTY when needed (with `run` command) ([#187](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/187))
 
 #### Container
 
 ##### *src/finance*
 
 - `fetch`
-  * Isolate given year when fetching prices with mobula API ([#188](https://gitea.com/EvergreenCrypto/docker-finance/pulls/188))
+  * Isolate given year when fetching prices with mobula API ([#188](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/188))
 
 ### ☀️ Features / Enhancements
 
 #### Repo
 
-- Add prelim `dfi` logo ([#189](https://gitea.com/EvergreenCrypto/docker-finance/pulls/189))
+- Add prelim `dfi` logo ([#189](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/189))
 
 #### Container
 
 ##### *src/finance*
 
 - `lib_taxes`
-  * Optimize record printing, add checks and logging ([#179](https://gitea.com/EvergreenCrypto/docker-finance/pulls/179))
+  * Optimize record printing, add checks and logging ([#179](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/179))
 
 ##### *src/hledger-flow*
 
 - `lib_preprocess`
-  * Allow testing of single / multiple columns ([#180](https://gitea.com/EvergreenCrypto/docker-finance/pulls/180/))
+  * Allow testing of single / multiple columns ([#180](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/180/))
 
 - BTCPay Server
-  - Add prelim support for v2 reports ([#181](https://gitea.com/EvergreenCrypto/docker-finance/pulls/181))
-  - Add `taxed_as` INCOME tag, add local timezone support ([#183](https://gitea.com/EvergreenCrypto/docker-finance/pulls/183))
+  - Add prelim support for v2 reports ([#181](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/181))
+  - Add `taxed_as` INCOME tag, add local timezone support ([#183](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/183))
 
 - Ethereum-based
-  * Add COMP rewards ([#178](https://gitea.com/EvergreenCrypto/docker-finance/pulls/178))
-  * Add DeFi swapper tag ([#182](https://gitea.com/EvergreenCrypto/docker-finance/pulls/182))
-  * Add to Ethereum spam rules ([#186](https://gitea.com/EvergreenCrypto/docker-finance/pulls/186))
+  * Add COMP rewards ([#178](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/178))
+  * Add DeFi swapper tag ([#182](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/182))
+  * Add to Ethereum spam rules ([#186](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/186))
 
 - Ledger
-  * Skip COMP token (handled by ethereum-based `fetch`) ([#178](https://gitea.com/EvergreenCrypto/docker-finance/pulls/178))
+  * Skip COMP token (handled by ethereum-based `fetch`) ([#178](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/178))
 
 ### 🌴 Misc / Other
 
@@ -309,12 +423,12 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 ##### *src/finance*
 
 - `lib_taxes`
-  * Some refactoring ([#179](https://gitea.com/EvergreenCrypto/docker-finance/pulls/179))
+  * Some refactoring ([#179](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/179))
 
 ##### *src/hledger-flow*
 
 - `lib_preprocess`
-  * Symlink to finance's `lib_utils` ([#180](https://gitea.com/EvergreenCrypto/docker-finance/pulls/180/))
+  * Symlink to finance's `lib_utils` ([#180](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/180/))
 
 ## 1.0.0-rc.1 - 2025-01-23
 
@@ -371,62 +485,62 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 
 ##### *README*
 
-- Fix 'dev-tools' build instructions, misc updates ([#171](https://gitea.com/EvergreenCrypto/docker-finance/pulls/171))
+- Fix 'dev-tools' build instructions, misc updates ([#171](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/171))
 
 #### Client
 
 ##### *Dockerfiles*
 
-- Version updates for hledger-suite image ([#156](https://gitea.com/EvergreenCrypto/docker-finance/pulls/156))
+- Version updates for hledger-suite image ([#156](https://gitea.evergreencrypto.co/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))
+- Add Coinomi example to fetch ([#170](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/170))
 
 ##### *src/docker*
 
-- Fix typo in usage help ([#158](https://gitea.com/EvergreenCrypto/docker-finance/pulls/158))
+- Fix typo in usage help ([#158](https://gitea.evergreencrypto.co/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))
+  * Remove `-w` arg to `hledger-ui` ([#157](https://gitea.evergreencrypto.co/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))
+  * Fix price parsing ([#130](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/130))
+  * Fix Tor plugin (proxychains) check ([#142](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/142))
 
 ##### *src/hledger-flow*
 
 - BlockFi / Ledger / Trezor
-  * Fix fees subaccount ordering ([#165](https://gitea.com/EvergreenCrypto/docker-finance/pulls/165))
+  * Fix fees subaccount ordering ([#165](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/165))
 
 - Electrum
-  * Fix calculating 'No Data' ([#138](https://gitea.com/EvergreenCrypto/docker-finance/pulls/138))
+  * Fix calculating 'No Data' ([#138](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/138))
 
 - Capital One (bank)
-  * Fix direction ([#132](https://gitea.com/EvergreenCrypto/docker-finance/pulls/132))
+  * Fix direction ([#132](https://gitea.evergreencrypto.co/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))
+  * Fix/update pagination ([#172](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/172)) ([#173](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/173))
 
 - Coinbase Pro
-  * Fix default account2 for sells ([#166](https://gitea.com/EvergreenCrypto/docker-finance/pulls/166))
+  * Fix default account2 for sells ([#166](https://gitea.evergreencrypto.co/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))
+- **Breaking**: Add compliance for IRS Rev. Proc. 2024-28 ([#163](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/163)) ([#174](https://gitea.evergreencrypto.co/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))
+- Remove `fetch` support for defunct exchanges/services ([#169](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/169))
   * Bittrex
   * Celsius
   * Coinbase Pro
@@ -437,59 +551,59 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 
 ##### *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))
+- Add support for NonFi, fix TradFi anchor tag ([#141](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/141))
+- Add docker-finance logo, update README ([#159](https://gitea.evergreencrypto.co/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))
+- Add filters for .in files to produce less cluttered default configs ([#147](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/147))
+- Rewrite profile default subscript ([#148](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/148))
 
 ##### *src/docker*
 
-- Enable linting of client-side (host) plugins ([#136](https://gitea.com/EvergreenCrypto/docker-finance/pulls/136))
+- Enable linting of client-side (host) plugins ([#136](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/136))
 
 #### Container
 
 ##### *src/finance*
 
 - `completion`
-  * Add `hledger` commands ([#139](https://gitea.com/EvergreenCrypto/docker-finance/pulls/139))
+  * Add `hledger` commands ([#139](https://gitea.evergreencrypto.co/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))
+  * Add 'subscript' option ([#146](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/146))
+  * Add `hledger add` command ([#152](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/152))
 
 - `fetch`
-  * Add debug logging to Gemini ([#153](https://gitea.com/EvergreenCrypto/docker-finance/pulls/153))
+  * Add debug logging to Gemini ([#153](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/153))
 
 - `plugins`
-  * finance: `timew_to_timeclock`: print all tags ([#133](https://gitea.com/EvergreenCrypto/docker-finance/pulls/133))
+  * finance: `timew_to_timeclock`: print all tags ([#133](https://gitea.evergreencrypto.co/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))
+  * Add to Governance Rewards ([#135](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/135))
+  * Add to spam rules ([#161](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/161))
 
 - Electrum
-  * Use transaction label for tax memo ([#168](https://gitea.com/EvergreenCrypto/docker-finance/pulls/168))
+  * Use transaction label for tax memo ([#168](https://gitea.evergreencrypto.co/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))
+  * Add to Ethereum spam rules ([#162](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/162))
+  * Add to Polygon spam rules ([#167](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/167))
 
 - Ledger
-  * Add more compound tokens ([#164](https://gitea.com/EvergreenCrypto/docker-finance/pulls/164))
+  * Add more compound tokens ([#164](https://gitea.evergreencrypto.co/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))
+  * Add Vultr support ([#140](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/140)) ([#151](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/151))
 
 #### Client / Container
 
-- **Breaking**: Complete build overhaul, build optimizations ([#143](https://gitea.com/EvergreenCrypto/docker-finance/pulls/143))
+- **Breaking**: Complete build overhaul, build optimizations ([#143](https://gitea.evergreencrypto.co/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
@@ -510,7 +624,7 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
       - 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))
+- **Breaking**: Complete `gen` overhaul, `gen` improvements ([#144](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/commit/77351d54e118b84d93779fad5d9a5963fddef940))
   * New `gen` arguments (see `gen help`)
   * `subprofile.bash` is now `subscript.bash`
     - Changes filename within superscript source
@@ -518,15 +632,15 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
     - 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))
+- **Breaking**: Implement debug log-levels ([#149](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/149))
 
 - `completion`
-  * `plugins` enhancements ([#155](https://gitea.com/EvergreenCrypto/docker-finance/pulls/155))
+  * `plugins` enhancements ([#155](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/155))
 
 - `plugins`
-  * Allow path depth when loading plugins ([#134](https://gitea.com/EvergreenCrypto/docker-finance/pulls/134))
+  * Allow path depth when loading plugins ([#134](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/134))
 
-- Refactoring/enhancements related to `hledger` ([#145](https://gitea.com/EvergreenCrypto/docker-finance/pulls/145))
+- Refactoring/enhancements related to `hledger` ([#145](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/145))
 
 ### 🌴 Misc / Other
 
@@ -534,27 +648,27 @@ Also included are minor changes; minor fixes, dependency bumps and refactoring (
 
 ##### *Dockerfiles*
 
-- Optimize by moving useradd ([#128](https://gitea.com/EvergreenCrypto/docker-finance/pulls/128))
+- Optimize by moving useradd ([#128](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/128))
 
 ##### *docker-finance.d (configurations)*
 
-- Remove base cmd from subscript ([#150](https://gitea.com/EvergreenCrypto/docker-finance/pulls/150))
+- Remove base cmd from subscript ([#150](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/150))
 
 ##### *src/docker*
 
 - `lib_gen`
-  * Refactor profile variables ([#154](https://gitea.com/EvergreenCrypto/docker-finance/pulls/154))
+  * Refactor profile variables ([#154](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/154))
 
 - `lib_linter`
-  * Return function on compose down ([#131](https://gitea.com/EvergreenCrypto/docker-finance/pulls/131))
+  * Return function on compose down ([#131](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/131))
 
 #### Container
 
-- Run linter ([#137](https://gitea.com/EvergreenCrypto/docker-finance/pulls/137))
+- Run linter ([#137](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/137))
 
 #### Client/Container
 
-- Refactor global basename ([#160](https://gitea.com/EvergreenCrypto/docker-finance/pulls/160))
+- Refactor global basename ([#160](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/160))
 
 ## 1.0.0-beta.3 - 2024-08-20
 
@@ -609,7 +723,7 @@ Aside from changes above, there are no breaking changes for container.
 ❗ For accounts:
 
 - 🚨 **SHOULD** re-run `import` command
-  * Applicable only to Capital One (bank) account ([#124](https://gitea.com/EvergreenCrypto/docker-finance/pulls/124))
+  * Applicable only to Capital One (bank) account ([#124](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/124))
 
 ---
 
@@ -621,39 +735,39 @@ Aside from changes above, there are no breaking changes for container.
 
 #### Repo
 
-- CHANGELOG.md ([#126](https://gitea.com/EvergreenCrypto/docker-finance/pulls/126))
+- CHANGELOG.md ([#126](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/126))
   * Add v1.0.0-beta.3
-- README.md ([`cab7551`](https://gitea.com/EvergreenCrypto/docker-finance/commit/cab7551cbb343e1b46eaba7e76c6321e1061baf0)) ([`d86da4b`](https://gitea.com/EvergreenCrypto/docker-finance/commit/d86da4b4d5e3734a9685a29e9e94893b457d5b1a)) ([`3bfa39d`](https://gitea.com/EvergreenCrypto/docker-finance/commit/3bfa39de87eebc6c7fa9dca7d80a0f5095eba0ca)) ([#119](https://gitea.com/EvergreenCrypto/docker-finance/pulls/119))
+- README.md ([`cab7551`](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/commit/cab7551cbb343e1b46eaba7e76c6321e1061baf0)) ([`d86da4b`](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/commit/d86da4b4d5e3734a9685a29e9e94893b457d5b1a)) ([`3bfa39d`](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/commit/3bfa39de87eebc6c7fa9dca7d80a0f5095eba0ca)) ([#119](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/119))
   * Update to reflect latest impl
 
 #### Client
 
-- Bump manifest version to v1.0.0-beta.3 ([#127](https://gitea.com/EvergreenCrypto/docker-finance/pulls/127))
-- Change environment defaults for `DOCKER_FINANCE_*_FLOW` ([#114](https://gitea.com/EvergreenCrypto/docker-finance/pulls/114))
-- Dockerfiles updates ([#121](https://gitea.com/EvergreenCrypto/docker-finance/pulls/121)) ([#123](https://gitea.com/EvergreenCrypto/docker-finance/pulls/123))
+- Bump manifest version to v1.0.0-beta.3 ([#127](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/127))
+- Change environment defaults for `DOCKER_FINANCE_*_FLOW` ([#114](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/114))
+- Dockerfiles updates ([#121](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/121)) ([#123](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/123))
   * Add package `yq` (kislyuk's), remove `shyaml`
   * Remove `pipx` from Dockerfiles, replace with packaged `csvkit`
   * Comment all optional userspace packages
-- `lib_gen` ([#108](https://gitea.com/EvergreenCrypto/docker-finance/pulls/108))
+- `lib_gen` ([#108](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/108))
   * Refactor flow generation
   * Fix missing copy of default custom Dockerfile
-- Miscellaneous fixes ([#106](https://gitea.com/EvergreenCrypto/docker-finance/pulls/106)) ([#107](https://gitea.com/EvergreenCrypto/docker-finance/pulls/107)) ([#115](https://gitea.com/EvergreenCrypto/docker-finance/pulls/115)) ([#117](https://gitea.com/EvergreenCrypto/docker-finance/pulls/117))
+- Miscellaneous fixes ([#106](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/106)) ([#107](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/107)) ([#115](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/115)) ([#117](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/117))
   * Fix usage typo
   * Remove share.d from $PATH
   * Clarify `hledger` (not `ledger`), update usage help / completion
   * Disable shellcheck warning for `DOCKER_FINANCE_DEBUG`
-- New installation method ([#104](https://gitea.com/EvergreenCrypto/docker-finance/pulls/104)) ([#105](https://gitea.com/EvergreenCrypto/docker-finance/pulls/105))
+- New installation method ([#104](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/104)) ([#105](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/105))
   * Add `install.bash`
   * Add `dfi` alias to [Mostly-Unified CLI](README.md#mostly-unified-cli)
-- Update Doxygen ([#113](https://gitea.com/EvergreenCrypto/docker-finance/pulls/113))
+- Update Doxygen ([#113](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/113))
   * Bump to 1.9.8
     - Change 'modules' to 'topics'
 
 #### Container
 
-- Capital One (bank) ([#124](https://gitea.com/EvergreenCrypto/docker-finance/pulls/124))
+- Capital One (bank) ([#124](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/124))
   * Add interest income
-- `fetch` fixes ([#102](https://gitea.com/EvergreenCrypto/docker-finance/pulls/102))
+- `fetch` fixes ([#102](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/102))
   - Throw errors with nested status
   - Catch unrecoverable CoinGecko error
     * Fix for when 'all' years are requested without paid-plan API key
@@ -662,26 +776,26 @@ Aside from changes above, there are no breaking changes for container.
 
 #### Client / Container
 
-- Add bash completion ([#103](https://gitea.com/EvergreenCrypto/docker-finance/pulls/103)) ([#112](https://gitea.com/EvergreenCrypto/docker-finance/pulls/112))
-- Add plugins support ([#109](https://gitea.com/EvergreenCrypto/docker-finance/pulls/109)) ([#111](https://gitea.com/EvergreenCrypto/docker-finance/pulls/111)) ([#118](https://gitea.com/EvergreenCrypto/docker-finance/pulls/118)) ([#120](https://gitea.com/EvergreenCrypto/docker-finance/pulls/120)) ([#122](https://gitea.com/EvergreenCrypto/docker-finance/pulls/122))
+- Add bash completion ([#103](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/103)) ([#112](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/112))
+- Add plugins support ([#109](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/109)) ([#111](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/111)) ([#118](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/118)) ([#120](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/120)) ([#122](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/122))
   * Add `plugins` command
   * Add documentation, examples
   * Add proxychains-ng / [Tor](https://www.torproject.org/) plugin
   * Add [`timewarrior`](https://timewarrior.net/) to hledger timeclock plugin
-- Add `times` command (timewarrior) ([#110](https://gitea.com/EvergreenCrypto/docker-finance/pulls/110))
+- Add `times` command (timewarrior) ([#110](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/110))
 
 ### 🌴 Misc / Other
 
 #### Client
 
-- `lib_docker` ([#125](https://gitea.com/EvergreenCrypto/docker-finance/pulls/125))
+- `lib_docker` ([#125](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/125))
   * Add tag to container name
   * Remove platform from network name
 
 #### Client / Container
 
-- Refactor to use `yq` (kislyuk's), remove `shyaml` ([#121](https://gitea.com/EvergreenCrypto/docker-finance/pulls/121))
-- Set xtrace if debug is enabled ([#116](https://gitea.com/EvergreenCrypto/docker-finance/pulls/116))
+- Refactor to use `yq` (kislyuk's), remove `shyaml` ([#121](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/121))
+- Set xtrace if debug is enabled ([#116](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/116))
 
 ## 1.0.0-beta.2 - 2024-07-30
 
@@ -719,98 +833,98 @@ Aside from changes above, there are no breaking changes for container.
 #### Repo
 
 - README.md
-  - Update keyserver for repo verification ([#57](https://gitea.com/EvergreenCrypto/docker-finance/pulls/57))
-  - Various updates/fixes ([#98](https://gitea.com/EvergreenCrypto/docker-finance/pulls/98))
+  - Update keyserver for repo verification ([#57](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/57))
+  - Various updates/fixes ([#98](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/98))
 
 #### Client
 
-- Dockerfiles fixes related to `import` (coinbase/coinbase-pro) and Ubuntu-based `build` ([#58](https://gitea.com/EvergreenCrypto/docker-finance/pulls/58))
-- Resolve Dockerfiles `apt` CLI warning ([#82](https://gitea.com/EvergreenCrypto/docker-finance/pulls/82))
-- Append subprofile source to superscript before generating ([#87](https://gitea.com/EvergreenCrypto/docker-finance/pulls/87))
-- Rewrite/fix global env gen, optimize/refactor repository path, usage update ([#90](https://gitea.com/EvergreenCrypto/docker-finance/pulls/90)) ([#92](https://gitea.com/EvergreenCrypto/docker-finance/pulls/92)) ([#97](https://gitea.com/EvergreenCrypto/docker-finance/pulls/97))
+- Dockerfiles fixes related to `import` (coinbase/coinbase-pro) and Ubuntu-based `build` ([#58](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/58))
+- Resolve Dockerfiles `apt` CLI warning ([#82](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/82))
+- Append subprofile source to superscript before generating ([#87](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/87))
+- Rewrite/fix global env gen, optimize/refactor repository path, usage update ([#90](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/90)) ([#92](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/92)) ([#97](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/97))
 
 #### Container
 
 - Algorand
-  - Add more income (Governance Rewards and spam) to `rules` ([#46](https://gitea.com/EvergreenCrypto/docker-finance/pulls/46)) ([#54](https://gitea.com/EvergreenCrypto/docker-finance/pulls/54))
+  - Add more income (Governance Rewards and spam) to `rules` ([#46](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/46)) ([#54](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/54))
 - Ally
-  - 'Description' fixes (`preprocess`) ([#53](https://gitea.com/EvergreenCrypto/docker-finance/pulls/53))
-  - Various additions to `rules` ([#53](https://gitea.com/EvergreenCrypto/docker-finance/pulls/53))
+  - 'Description' fixes (`preprocess`) ([#53](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/53))
+  - Various additions to `rules` ([#53](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/53))
 - Capital One
-  - **Breaking:** Upstream column-order changes ([#80](https://gitea.com/EvergreenCrypto/docker-finance/pulls/80)) ([#93](https://gitea.com/EvergreenCrypto/docker-finance/pulls/93))
+  - **Breaking:** Upstream column-order changes ([#80](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/80)) ([#93](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/93))
 - Coinbase
-  - **Breaking:** SIWC API (V2) compliance ([#49](https://gitea.com/EvergreenCrypto/docker-finance/pulls/49)) ([#50](https://gitea.com/EvergreenCrypto/docker-finance/pulls/50)) ([#63](https://gitea.com/EvergreenCrypto/docker-finance/pulls/63))
-  - **Breaking:** Full migration to CCXT ([#75](https://gitea.com/EvergreenCrypto/docker-finance/pulls/75))
-  - Add 1INCH support ([#56](https://gitea.com/EvergreenCrypto/docker-finance/pulls/56))
+  - **Breaking:** SIWC API (V2) compliance ([#49](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/49)) ([#50](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/50)) ([#63](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/63))
+  - **Breaking:** Full migration to CCXT ([#75](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/75))
+  - Add 1INCH support ([#56](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/56))
 - Electrum
-  - Various additions to `rules` ([#43](https://gitea.com/EvergreenCrypto/docker-finance/pulls/43))
+  - Various additions to `rules` ([#43](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/43))
 - Ethereum-based
-  - Add Aave V2 -> V3 Migration Helper support ([#45](https://gitea.com/EvergreenCrypto/docker-finance/pulls/45))
-  - Add spam to `rules` ([#45](https://gitea.com/EvergreenCrypto/docker-finance/pulls/45)) ([#55](https://gitea.com/EvergreenCrypto/docker-finance/pulls/55)) ([#91](https://gitea.com/EvergreenCrypto/docker-finance/pulls/91))
+  - Add Aave V2 -> V3 Migration Helper support ([#45](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/45))
+  - Add spam to `rules` ([#45](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/45)) ([#55](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/55)) ([#91](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/91))
 - Gemini (Exchange)
-  - Allow optional on-chain transfers ([#52](https://gitea.com/EvergreenCrypto/docker-finance/pulls/52))
-  - Add 1INCH support ([#56](https://gitea.com/EvergreenCrypto/docker-finance/pulls/56))
+  - Allow optional on-chain transfers ([#52](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/52))
+  - Add 1INCH support ([#56](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/56))
 - Ledger (Live)
-  - **Breaking:** Upstream column addition ([#73](https://gitea.com/EvergreenCrypto/docker-finance/pulls/73)) ([#93](https://gitea.com/EvergreenCrypto/docker-finance/pulls/93))
+  - **Breaking:** Upstream column addition ([#73](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/73)) ([#93](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/93))
 - `lib_edit`
-  - Fix returns, clearer fatal errors ([#81](https://gitea.com/EvergreenCrypto/docker-finance/pulls/81))
+  - Fix returns, clearer fatal errors ([#81](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/81))
 - `lib_taxes` / `hledger-flow`
-  - **Breaking:** Cost-basis work-arounds for Bitcoin.tax ([#96](https://gitea.com/EvergreenCrypto/docker-finance/pulls/96))
+  - **Breaking:** Cost-basis work-arounds for Bitcoin.tax ([#96](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/96))
 
 ### ☀️ Features / Enhancements
 
 #### Repo
 
-- Add Gitea templates ([#65](https://gitea.com/EvergreenCrypto/docker-finance/pulls/65)) ([#69](https://gitea.com/EvergreenCrypto/docker-finance/pulls/69))
-- Add [CHANGELOG.md](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/CHANGELOG.md) ([#99](https://gitea.com/EvergreenCrypto/docker-finance/pulls/99))
+- Add Gitea templates ([#65](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/65)) ([#69](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/69))
+- Add [CHANGELOG.md](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/CHANGELOG.md) ([#99](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/99))
 
 #### Client
 
-- Add `build` option types and build-specific features ([#68](https://gitea.com/EvergreenCrypto/docker-finance/pulls/68)) ([#70](https://gitea.com/EvergreenCrypto/docker-finance/pulls/70)) ([#79](https://gitea.com/EvergreenCrypto/docker-finance/pulls/79)) ([#85](https://gitea.com/EvergreenCrypto/docker-finance/pulls/85)) ([#86](https://gitea.com/EvergreenCrypto/docker-finance/pulls/86))
+- Add `build` option types and build-specific features ([#68](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/68)) ([#70](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/70)) ([#79](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/79)) ([#85](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/85)) ([#86](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/86))
   - Types: `default` | `slim` | `tiny` | `micro` | `experimental`
   - Separation of concerns for build types
   - Support ROOT.cern for Ubuntu
   - Support `hledger` source build
   - Support `hledger-flow` binary download
   - Optimize image sizes
-- Add `version` command for all platforms ([#61](https://gitea.com/EvergreenCrypto/docker-finance/pulls/61)) ([#83](https://gitea.com/EvergreenCrypto/docker-finance/pulls/83))
-- **Breaking:** Add custom Dockerfile support ([#67](https://gitea.com/EvergreenCrypto/docker-finance/pulls/67)) ([#97](https://gitea.com/EvergreenCrypto/docker-finance/pulls/97))
-- **Breaking:** New internal versioning implementation ([#84](https://gitea.com/EvergreenCrypto/docker-finance/pulls/84)) ([#88](https://gitea.com/EvergreenCrypto/docker-finance/pulls/88)) ([#100](https://gitea.com/EvergreenCrypto/docker-finance/pulls/100))
+- Add `version` command for all platforms ([#61](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/61)) ([#83](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/83))
+- **Breaking:** Add custom Dockerfile support ([#67](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/67)) ([#97](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/97))
+- **Breaking:** New internal versioning implementation ([#84](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/84)) ([#88](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/88)) ([#100](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/100))
 
 #### Client / Container
 
-- `hledger` related enhancements, add alternative terminal UI (visidata) ([#64](https://gitea.com/EvergreenCrypto/docker-finance/pulls/64))
-- Add `hledger --conf` support, future-proofing for `hledger` features ([#78](https://gitea.com/EvergreenCrypto/docker-finance/pulls/78))
+- `hledger` related enhancements, add alternative terminal UI (visidata) ([#64](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/64))
+- Add `hledger --conf` support, future-proofing for `hledger` features ([#78](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/78))
 
 #### Container
 
 - `hledger-flow`
-  - Add support for AdaLite ([#40](https://gitea.com/EvergreenCrypto/docker-finance/pulls/40))
-  - PayPal Business: catch 'Account Hold' ([#47](https://gitea.com/EvergreenCrypto/docker-finance/pulls/47))
+  - Add support for AdaLite ([#40](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/40))
+  - PayPal Business: catch 'Account Hold' ([#47](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/47))
 - `price`
-  - **Breaking:** Add support for multiple crypto aggregator-APIs ([#60](https://gitea.com/EvergreenCrypto/docker-finance/pulls/60))
+  - **Breaking:** Add support for multiple crypto aggregator-APIs ([#60](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/60))
     - **Breaking:** Add API keys/blockchains to `fetch` configuration
     - Add support for Mobula
     - Add support for CoinGecko Pro
 - `root`
-  - Add internal throw/exception handler / unit test ([#89](https://gitea.com/EvergreenCrypto/docker-finance/pulls/89))
-  - Macro reorg, refactor ([#94](https://gitea.com/EvergreenCrypto/docker-finance/pulls/94))
-  - Add crypto macros (`Hash`, `Random`) ([#95](https://gitea.com/EvergreenCrypto/docker-finance/pulls/95))
-  - Add support for multiple random number types (`Random`), update tests ([#95](https://gitea.com/EvergreenCrypto/docker-finance/pulls/95))
+  - Add internal throw/exception handler / unit test ([#89](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/89))
+  - Macro reorg, refactor ([#94](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/94))
+  - Add crypto macros (`Hash`, `Random`) ([#95](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/95))
+  - Add support for multiple random number types (`Random`), update tests ([#95](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/95))
 
 ### 🌴 Misc / Other
 
 #### Client
 
-- Dockerfiles: remove obsolete 'version' element ([#42](https://gitea.com/EvergreenCrypto/docker-finance/pulls/42))
-- `lib_docker`: factor out args parsers ([#71](https://gitea.com/EvergreenCrypto/docker-finance/pulls/71))
-- `lib_gen`: return success on client generation ([#76](https://gitea.com/EvergreenCrypto/docker-finance/pulls/76))
+- Dockerfiles: remove obsolete 'version' element ([#42](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/42))
+- `lib_docker`: factor out args parsers ([#71](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/71))
+- `lib_gen`: return success on client generation ([#76](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/76))
 
 #### Container
 
-- `hledger-flow`: btcpayserver: preprocess: fix YYY comment typo ([#44](https://gitea.com/EvergreenCrypto/docker-finance/pulls/44))
-- bash: `lib_fetch`: create prices dir if nonexistent ([#101](https://gitea.com/EvergreenCrypto/docker-finance/pulls/101))
-- php: `fetch`: gemini: update to ccxt's latest request() signature | run linter ([#62](https://gitea.com/EvergreenCrypto/docker-finance/pulls/62))
+- `hledger-flow`: btcpayserver: preprocess: fix YYY comment typo ([#44](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/44))
+- bash: `lib_fetch`: create prices dir if nonexistent ([#101](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/101))
+- php: `fetch`: gemini: update to ccxt's latest request() signature | run linter ([#62](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/pulls/62))
 
 ## 1.0.0-beta - 2024-03-04
 

README.md

@@ -18,17 +18,17 @@
 
 <div align="center">
 
-[<img src=".img/branding/docker-finance.png" height=75% width=75% align="center" />](https://gitea.com/EvergreenCrypto/docker-finance "docker-finance")
+[<img src=".img/branding/docker-finance.png" height=75% width=75% align="center" />](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance "docker-finance")
 
 </div>
 
 <div align="center">
 
-<img src=".img/branding/dfi.png" height=3% width=3% /> (docker-finance) is a [quasi-"financial operating system"](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md) of accounting for [variant ledgers and metadata](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-is-supported.md).
+<img src=".img/branding/dfi.png" height=3% width=3% /> (docker-finance) is a [quasi-"financial operating system"](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md) of accounting for [variant ledgers and metadata](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-is-supported.md).
 
-After [installing and configuring](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-get-started.md), you can [learn how to use `dfi`](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-use-it.md). You can also [contribute](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-contribute.md) or [reach out](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-connect.md) at any time.
+After [installing and configuring](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-get-started.md), you can [learn how to use `dfi`](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-use-it.md). You can also [contribute](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-contribute.md) or [reach out](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/How-do-I-connect.md) at any time.
 
-Please, consider the [legalese](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/Where-is-the-legalese.md) before using (or copying) this repository. All other documentation can be found [here](https://gitea.com/EvergreenCrypto/dfi-docs).
+Please, consider the [legalese](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/Where-is-the-legalese.md) before using (or copying) this repository. All other documentation can be found [here](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs).
 
 </div>
 
@@ -36,14 +36,14 @@ Please, consider the [legalese](https://gitea.com/EvergreenCrypto/dfi-docs/src/b
 
 <div align="center">
 
-[<img src="https://gitea.com/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/client.gif" width=22.5% height=22.5% />](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#image-finance "image: finance")
-[<img src="https://gitea.com/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/dev-tools.gif" width=22.5% height=22.5% />](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#image-dev-tools "image: dev-tools")
-[<img src="https://gitea.com/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/fetch.gif" width=22.5% height=22.5% />](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#fetch "Fetch prices, remote accounts and blockchain data")
-[<img src="https://gitea.com/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/hledger-suite.gif" width=22.5% height=22.5% />](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#hledger-suite "hledger-suite")
-[<img src="https://gitea.com/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/meta.gif" width=22.5% height=22.5% />](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#meta-w-root-c-analysis "Meta (w/ ROOT C++ analysis)")
-[<img src="https://gitea.com/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/root.gif" width=22.5% height=22.5% />](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#root-cli-w-c-api "ROOT (CLI w/ C++ API)")
-[<img src="https://gitea.com/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/taxes.gif" width=22.5% height=22.5% />](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#taxes "Tax preparation")
-[<img src="https://gitea.com/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/reports.gif" width=22.5% height=22.5% />](https://gitea.com/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#reports "Financial reports")
+[<img src="https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/client.gif" width=22.5% height=22.5% />](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#image-finance "image: finance")
+[<img src="https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/dev-tools.gif" width=22.5% height=22.5% />](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#image-dev-tools "image: dev-tools")
+[<img src="https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/fetch.gif" width=22.5% height=22.5% />](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#fetch "Fetch prices, remote accounts and blockchain data")
+[<img src="https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/hledger-suite.gif" width=22.5% height=22.5% />](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#hledger-suite "hledger-suite")
+[<img src="https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/meta.gif" width=22.5% height=22.5% />](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#meta-w-root-c-analysis "Meta (w/ ROOT C++ analysis)")
+[<img src="https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/root.gif" width=22.5% height=22.5% />](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#root-cli-w-c-api "ROOT (CLI w/ C++ API)")
+[<img src="https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/taxes.gif" width=22.5% height=22.5% />](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#taxes "Tax preparation")
+[<img src="https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/raw/branch/master/assets/examples/gif/reports.gif" width=22.5% height=22.5% />](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs/src/branch/master/markdown/What-does-it-do.md#reports "Financial reports")
 
 </div>
 

client/Dockerfiles/local/dev-tools/docker-compose.yml.dev-tools.in

@@ -1,6 +1,6 @@
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2024 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2024,2026 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
@@ -28,6 +28,7 @@ services:
       #  2. There's no use-case for custom container configurations
       #
       - ${DOCKER_FINANCE_CLIENT_REPO}/docker-finance.dox:${DOCKER_FINANCE_CLIENT_REPO}/docker-finance.dox
+      - ${DOCKER_FINANCE_CLIENT_REPO}/.gitea:${DOCKER_FINANCE_CLIENT_REPO}/.gitea
       - ${DOCKER_FINANCE_CLIENT_REPO}/client:${DOCKER_FINANCE_CLIENT_REPO}/client
       - ${DOCKER_FINANCE_CLIENT_REPO}/container:${DOCKER_FINANCE_CLIENT_REPO}/container
       - ${DOCKER_FINANCE_CLIENT_PLUGINS}/client:${DOCKER_FINANCE_CLIENT_PLUGINS}/client

client/Dockerfiles/remote/docker-finance/finance/Dockerfile.archlinux

@@ -1,6 +1,6 @@
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -36,6 +36,7 @@ RUN pacman -Syu --noconfirm --disable-download-timeout
 RUN pacman -Syu \
   bc \
   csvkit \
+  less \
   vim \
   xan \
   yq \

client/Dockerfiles/remote/root/Dockerfile.archlinux

@@ -27,7 +27,7 @@ RUN sed -i 's/# %wheel ALL=(ALL:ALL) NOPASSWD: ALL/%wheel ALL=(ALL:ALL) NOPASSWD
 
 USER builder
 WORKDIR /home/builder
-RUN git clone --depth=1 https://gitlab.archlinux.org/archlinux/packaging/packages/root -b 6.38.00-3
+RUN git clone --depth=1 https://gitlab.archlinux.org/archlinux/packaging/packages/root -b 6.38.02-1
 
 WORKDIR /home/builder/root
 
@@ -79,7 +79,7 @@ RUN sed -i -e '/^  qt6-webengine$/d' PKGBUILD
 RUN sed -i "s/options=(\!lto)$/options=('\!debug' '\!lto')/" PKGBUILD
 
 # Execute build
-RUN PACKAGER="https://gitea.com/EvergreenCrypto/docker-finance" makepkg -s --noconfirm
+RUN PACKAGER="https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance" makepkg -s --noconfirm
 
 #
 # Production stage

client/conf.d/client/Dockerfiles/finance/Dockerfile.archlinux.in

@@ -1,6 +1,6 @@
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2024 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -32,27 +32,31 @@
 USER root
 RUN pacman -Syu --noconfirm
 
-## Optional: finance-related
+##
+## Optional (examples)
+##
+
+## Finance-related
 #RUN pacman -Syu \
 #  calc \
-#  less \
 #  --noconfirm --disable-download-timeout
 
-## Optional: text editors
+## Text editors
 #RUN pacman -Syu \
 #  emacs-nox \
 #  nano \
 #  --noconfirm --disable-download-timeout
 
-## Optional: python
+## Python
 #RUN pacman -Syu \
 #  python-pipx \
 #  --noconfirm --disable-download-timeout
 
-## Optional: python: xlsx to csv conversion tool
+## Python (requires above): xlsx to csv conversion tool
 #USER @DOCKER_FINANCE_USER@
 #WORKDIR /home/@DOCKER_FINANCE_USER@
 #RUN pipx install xlsx2csv
+#USER root
 
 ##
 ## Plugins (dependencies)

client/conf.d/client/env/gen.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2024 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2024,2026 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
@@ -66,26 +66,29 @@ fi
 
 # Client-specific environment, including bind mounts (client view)
 
+if [ -z "$global_client_base_path" ]; then
+  global_client_base_path="$(realpath -s "${BASH_SOURCE[0]}" | rev | cut -d'/' -f7- | rev)"
+fi
+
 if [ -z "$DOCKER_FINANCE_CLIENT_CONF" ]; then
-  export DOCKER_FINANCE_CLIENT_CONF="${HOME}/.config/docker-finance.d"
+  export DOCKER_FINANCE_CLIENT_CONF="${global_client_base_path}/conf.d"
 fi
 
 if [ -z "$DOCKER_FINANCE_CLIENT_REPO" ]; then
-  DOCKER_FINANCE_CLIENT_REPO="$(dirname "$(realpath -s $0)" | rev | cut -d'/' -f2- | rev)"
-  export DOCKER_FINANCE_CLIENT_REPO
+  export DOCKER_FINANCE_CLIENT_REPO="${global_client_base_path}/repo"
 fi
 
 if [[ -z "$DOCKER_FINANCE_CLIENT_PLUGINS" ]]; then
-  export DOCKER_FINANCE_CLIENT_PLUGINS="${HOME}/plugins"
+  export DOCKER_FINANCE_CLIENT_PLUGINS="${global_client_base_path}/plugins"
 fi
 
 if [[ "$global_platform" != "dev-tools" ]]; then
   if [[ -z "$DOCKER_FINANCE_CLIENT_FLOW" ]]; then
-    export DOCKER_FINANCE_CLIENT_FLOW="${HOME}/finance-flow"
+    export DOCKER_FINANCE_CLIENT_FLOW="${global_client_base_path}/flow"
   fi
 
   if [[ -z "$DOCKER_FINANCE_CLIENT_SHARED" ]]; then
-    export DOCKER_FINANCE_CLIENT_SHARED="${HOME}/share.d"
+    export DOCKER_FINANCE_CLIENT_SHARED="${global_client_base_path}/share.d"
   fi
 
   # hledger-web
@@ -103,23 +106,23 @@ fi
 
 if [[ "$global_platform" != "dev-tools" ]]; then
   if [ -z "$DOCKER_FINANCE_CONTAINER_CONF" ]; then
-    export DOCKER_FINANCE_CONTAINER_CONF="/home/${DOCKER_FINANCE_USER}/.config/docker-finance.d"
+    export DOCKER_FINANCE_CONTAINER_CONF="/home/${DOCKER_FINANCE_USER}/docker-finance/conf.d"
   fi
 
   if [ -z "$DOCKER_FINANCE_CONTAINER_REPO" ]; then
-    export DOCKER_FINANCE_CONTAINER_REPO="/home/${DOCKER_FINANCE_USER}/docker-finance"
+    export DOCKER_FINANCE_CONTAINER_REPO="/home/${DOCKER_FINANCE_USER}/docker-finance/repo"
   fi
 
   if [[ -z "$DOCKER_FINANCE_CONTAINER_FLOW" ]]; then
-    export DOCKER_FINANCE_CONTAINER_FLOW="/home/${DOCKER_FINANCE_USER}/finance-flow"
+    export DOCKER_FINANCE_CONTAINER_FLOW="/home/${DOCKER_FINANCE_USER}/docker-finance/flow"
   fi
 
   if [[ -z "$DOCKER_FINANCE_CONTAINER_SHARED" ]]; then
-    export DOCKER_FINANCE_CONTAINER_SHARED="/home/${DOCKER_FINANCE_USER}/share.d"
+    export DOCKER_FINANCE_CONTAINER_SHARED="/home/${DOCKER_FINANCE_USER}/docker-finance/share.d"
   fi
 
   if [[ -z "$DOCKER_FINANCE_CONTAINER_PLUGINS" ]]; then
-    export DOCKER_FINANCE_CONTAINER_PLUGINS="/home/${DOCKER_FINANCE_USER}/plugins"
+    export DOCKER_FINANCE_CONTAINER_PLUGINS="/home/${DOCKER_FINANCE_USER}/docker-finance/plugins"
   fi
 
   if [[ -z "$DOCKER_FINANCE_CONTAINER_CMD" ]]; then

client/conf.d/container/fetch/fetch.yaml.in

@@ -1,6 +1,6 @@
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -34,7 +34,7 @@
 #          Where :subaccount-2:... (and successive subaccounts) are optional
 #          (the final subaccount in the chain being wallet-name (per address)).
 #
-#   2. For cryptocurrency assets:
+#   2. For asset prices:
 #
 #        - Mobula:
 #
@@ -61,12 +61,14 @@
 #       * For ethereum-based chains:
 #
 #         - As of now, you *MUST* use an API key.
-#           Generate your API key at etherscan.io
+#           Generate your API key at etherscan.io but take note
+#           of what chain is supported by which free/paid plan.
 #
-#         - Use "etherscan" as the blockchain API, as its
-#           unified API is used for all ethereum-based chains.
+#         - Use "etherscan/XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX"
+#           as the blockchain API, replacing X with the API key,
+#           as its unified API is used for all ethereum-based chains.
 #
-#       * For algorand/tezos: currently no API key is required.
+#       * For algorand/tezos: currently, no API key is required.
 #
 #
 #   5. Feel free to delete any unused accounts/subaccounts as needed.
@@ -89,7 +91,6 @@ version: @DOCKER_FINANCE_VERSION@
     price:
       mobula:
         # NOTE: visit mobula.io for free API key
-        #key: "XXXXXXXX-XXXX-XXXX-XXXX-XXXXXXXXXXXX"
         key:
         asset:
           - "algorand/ALGO"
@@ -120,9 +121,6 @@ version: @DOCKER_FINANCE_VERSION@
           # Gemini USD
           - "ethereum:0x056fd409e1d7a124bd7017459dfea2f387b6d5cd/GUSD"
 
-          # Compound USDT
-          - "ethereum:0xf650c3d88d12db855b8bf7d11be6c55a4e07dcc9/cUSDT"
-
           # MATIC (on Ethereum)
           - "ethereum:0x7d1afa7b718fb893db30a3abc0cfc608aacfebb0/MATIC"
 
@@ -164,8 +162,8 @@ version: @DOCKER_FINANCE_VERSION@
           #- "usd-coin/USDC"
 
     account:
-      # When creating a Gemini API key, create a key with only the "Auditor" role
       gemini:
+        # NOTE: When creating a Gemini API key, create a key with only the "Auditor" role
         key: "account-XXXXXXXXXXXXXXXXXXXX"
         secret: "XXXXXXXXXXXXXXXXXXXXXXXXXXXX"
         # Use this format to fetch all supported symbols/pairs

client/docker-finance.yaml

@@ -20,7 +20,7 @@
 #
 
 # Release version (tag format)
-version: "v1.1.1"
+version: "v1.3.0"
 
 # Container dependencies (used by `version` command)
 # NOTE: this must stay inline with Dockerfiles
@@ -38,6 +38,7 @@ container:
         packages:
           - "bc"
           - "csvkit"
+          - "less"
           - "vim"
           - "xan"
           - "yq"

client/plugins/docker/bitcoin.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2025-2026 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
@@ -230,7 +230,7 @@ function bitcoin::__getter()
   lib_docker::exec "if [ ! -d $plugin_bitcoin_path ]; then git clone $plugin_arg_remote $plugin_bitcoin_path ; fi" \
     || lib_utils::die_fatal "Could not clone '${plugin_arg_remote}' to '${plugin_bitcoin_path}'"
 
-  lib_docker::exec "pushd $plugin_bitcoin_path 1>/dev/null && git pull $plugin_arg_remote && popd 1>/dev/null" \
+  lib_docker::exec "pushd $plugin_bitcoin_path 1>/dev/null && git pull $plugin_arg_remote --tags && popd 1>/dev/null" \
     || lib_utils::die_fatal "Could not pull '${plugin_arg_remote}' to '${plugin_bitcoin_path}'"
 }
 

client/plugins/docker/tor.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2024 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2024,2026 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
@@ -44,17 +44,17 @@ function tor::start()
 
   # NOTE: proxychains.conf's [ProxyList] won't allow hostnames (or Docker network container name).
   # So, to avoid conflicting IP address spaces, docker-finance will not hardcode address space.
-  # Ergo, a already-running container will be needed (sorry, lib_docker::run())
-  if ! docker container inspect -f '{{.State.Running}}' "$global_container" &>/dev/null; then
-    lib_utils::die_fatal "docker-finance not running! Bring \`up\` container and try again."
-  fi
+  # Ergo, an already-running container will be needed (sorry, lib_docker::run())
+  lib_docker::exec "" \
+    || lib_utils::die_fatal "docker-finance not running! Bring \`up\` a \`dfi\` instance and try again."
 
   local -r _torrc="/etc/tor/torrc"
 
-  if docker container inspect -f '{{.State.Running}}' "$tor_container" &>/dev/null; then
+  if [[ $(docker container inspect -f '{{.State.Running}}' "$tor_container" 2>/dev/null) == "true" ]]; then
     lib_utils::print_error "${tor_container}: instance already running (consider \`restart\`)"
     return 1
   else
+    docker pull alpine:latest || lib_utils::die_fatal
     docker run -it --rm --detach \
       --network "$global_network" \
       --name="${tor_container}" \
@@ -71,7 +71,7 @@ function tor::start()
   lib_utils::print_info "${tor_container}: container IP '${_ip}'"
 
   # Need to wait for a working installation
-  lib_utils::print_warning "${tor_container}: waiting for Tor installation"
+  lib_utils::print_info "${tor_container}: waiting for Tor installation"
   while ! docker exec "$tor_container" /bin/sh -c 'apk info -e tor' 1>/dev/null; do
     sleep 1s
   done && lib_utils::print_info "${tor_container}: Tor installation ready"
@@ -87,11 +87,11 @@ function tor::start()
   lib_utils::print_info "${tor_container}: restarting Tor with updated ${_torrc}"
   docker exec "$tor_container" /bin/sh -c "pkill -HUP tor" || lib_utils::die_fatal
 
-  # Set docker-finance's proxychains to point to Tor instance
+  # Set `dfi`'s proxychains instance to point to Tor instance
   local -r _proxychains="/etc/proxychains.conf"
   lib_utils::print_info "${global_container}: updating $_proxychains"
-  docker exec -it --user root "$global_container" \
-    /bin/bash -i -c "
+  docker exec --user root "$global_container" \
+    /bin/bash -c "
       sed -i \
         -e 's:^#quiet_mode:quiet_mode:' \
         -e 's:^# localnet 127.0.0.0/255.0.0.0:localnet 127.0.0.0/255.0.0.0:' \
@@ -99,15 +99,28 @@ function tor::start()
         && echo 'socks5  $_ip 9050' >>$_proxychains" || lib_utils::die_fatal
 
   # Test Tor connection
-  local -r _sleep="15s"
-  lib_utils::print_warning "${global_container}: testing connection (bootstrapping ~${_sleep})"
+  local -r _sleep="20s"
+  lib_utils::print_info "${global_container}: testing connection (bootstrapping ~${_sleep})"
   sleep "$_sleep" # Give time to bootstrap
-  # TODO: run timer to verify response (and fail if N times if no response)
-  docker exec -it "$global_container" \
-    /bin/bash -i -c "
-      proxychains curl -s https://check.torproject.org 2>/dev/null \
-      | grep -B3 'Your IP address appears to be' \
-      | sed -e 's/^      //g' -e '\$ s/[^\\.0-9]//g' -e '/^\$/d' -e '2,3d'" || lib_utils::die_fatal
+
+  local _tries=1
+  while [ $_tries -ne 3 ]; do
+    lib_docker::exec "proxychains curl -s https://check.torproject.org 2>/dev/null \
+        | grep -B3 'Your IP address appears to be' \
+        | sed -e 's/^      //g' -e '\$ s/[^\\.0-9]//g' -e '/^\$/d' -e '2,3d' \
+        | grep -A2 --color=never Congratulations || exit 1 2>/dev/null" 2>/dev/null
+    if [ $? -ne 0 ]; then
+      lib_utils::print_warning "Could not bootstrap, trying again (${_tries}/3)"
+      docker exec "$tor_container" /bin/sh -c "pkill -HUP tor" || lib_utils::die_fatal
+      sleep "$_sleep"
+      ((_tries++))
+    else
+      break
+    fi
+  done
+  if [ $_tries -eq 3 ]; then
+    lib_utils::die_fatal "Could not successfully bootstrap! \`restart\` this instance"
+  fi
 }
 
 function tor::stop()
@@ -116,8 +129,8 @@ function tor::stop()
     lib_utils::print_error "${tor_container}: container not running"
     return 1
   fi
-  lib_utils::print_warning "${tor_container}: stopping container"
-  docker container stop "$tor_container" &>/dev/null \
+  lib_utils::print_info "${tor_container}: stopping container"
+  docker container stop -t 3 "$tor_container" &>/dev/null \
     && lib_utils::print_info "${tor_container}: container stopped"
 }
 

client/src/docker/completion.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2024-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2024-2026 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
@@ -131,7 +131,7 @@ function docker-finance::completion()
             find "${DOCKER_FINANCE_CLIENT_REPO}"/client/plugins/docker "${_args[@]}" -printf 'repo/%P\n' 2>/dev/null
           })
           declare -r _plugins
-          mapfile -t _reply < <(compgen -W "${_plugins[*]}" -- "$_cur")
+          mapfile -t _reply < <(compgen -W "help ${_plugins[*]}" -- "$_cur")
           ;;
       esac
       declare -r _reply

client/src/docker/lib/internal/dev-tools/lib_linter.bash

@@ -177,7 +177,7 @@ function lib_linter::__lint_cpp()
 
   local -r _clang_format="clang-format -i --style=file:${_clang_file}"
   local -r _cpplint="cpplint --root=${DOCKER_FINANCE_CLIENT_REPO} --filter=-whitespace/braces,-whitespace/newline,-whitespace/line_length,-build/c++11 --headers=hh --extensions=hh,cc,cpp,C"
-  local -r _cppcheck="cppcheck --enable=warning,style,performance,portability --inline-suppr --std=c++17"
+  local -r _cppcheck="cppcheck --enable=warning,style,performance,portability --inline-suppr --std=c++20"
 
   if [ -z "${_path[*]}" ]; then
     # Do all

client/src/docker/lib/internal/lib_docker.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -87,9 +87,8 @@ function lib_docker::__docker_compose()
   [ ! -f "$global_env_file" ] \
     && lib_utils::die_fatal "$global_env_file not found! Run the gen command!"
 
-  pushd "$global_repo_dockerfiles" 1>/dev/null \
-    || return $? \
-    && docker compose -f docker-compose.yml --env-file "$global_env_file" "$@"
+  pushd "$global_repo_dockerfiles" 1>/dev/null || return $?
+  docker compose -f docker-compose.yml --env-file "$global_env_file" "$@" || return $?
   popd 1>/dev/null || return $?
 }
 
@@ -278,7 +277,7 @@ function lib_docker::__build()
           _files+=("${_path}/Dockerfile.user.in")
           ;;
         *)
-          lib_utils::print_warning "'${global_arg_type}' is not supported for 'dev-tools', using 'default'"
+          lib_utils::die_fatal "'${global_arg_type}' is not supported for 'dev-tools', use 'default' instead"
           ;;
       esac
       ;;
@@ -359,10 +358,14 @@ function lib_docker::__up()
   #     }
   #   ]
   # }
-  lib_utils::print_debug "Bringing up network and container"
+  lib_utils::print_debug "Creating network"
   docker network create "$global_network" 2>/dev/null
+
+  lib_utils::print_debug "Bringing up container"
+  local _tty
+  test -t 1 && _tty="t"
   lib_docker::__docker_compose up -d docker-finance "$@" \
-    && docker exec -it "$global_container" /bin/bash
+    && docker exec -i"${_tty}" "$global_container" /bin/bash
 }
 
 function lib_docker::__down()
@@ -507,7 +510,21 @@ function lib_docker::__shell()
 
 function lib_docker::__exec()
 {
-  docker exec -it "$global_container" /bin/bash -i -c "$@"
+  [ -z "$DOCKER_FINANCE_DEBUG" ] && lib_utils::die_fatal
+
+  # Allocate pseudo-TTY, if needed
+  # NOTE: interactive is kept for cases in which the passed command requires it
+  local _tty
+  test -t 1 && _tty="t"
+
+  local -r _exec=("docker" "exec" "-i$_tty" "$global_container" "/bin/bash" "-i" "-c" "$@")
+  if [ "$DOCKER_FINANCE_DEBUG" -eq 0 ]; then
+    # Silence `bash: cannot set terminal process group (-1): Inappropriate ioctl for device`
+    # NOTE: lib_utils error handling will still function as expected
+    "${_exec[@]}" 2>/dev/null
+  else
+    "${_exec[@]}"
+  fi
 }
 
 function lib_docker::__parse_args_edit()

client/src/docker/lib/internal/lib_env.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -31,7 +31,9 @@ source "${DOCKER_FINANCE_CLIENT_REPO}/container/src/finance/lib/internal/lib_uti
 #
 
 if [ $UID -lt 1000 ]; then
-  lib_utils::die_fatal "Do not run as root or system user!"
+  [ $UID -eq 0 ] \
+    && lib_utils::die_fatal "Cannot run as root!" \
+    || lib_utils::print_warning "Running as system user"
 fi
 
 # Dependencies
@@ -85,7 +87,10 @@ function lib_env::env()
   global_tag_dir="client/$(uname -s)-$(uname -m)/${global_platform}/${global_tag}"
   declare -g global_tag_dir
 
-  local _env_dir="/home/${USER}/.config/docker-finance.d/${global_tag_dir}/env" # NOTE: keep aligned with gen.bash
+  # Environment location
+  # NOTE: keep aligned with gen.bash
+  local _env_dir
+  _env_dir="$(realpath -s "${BASH_SOURCE[0]}" | rev | cut -d'/' -f7- | rev)/conf.d/${global_tag_dir}/env"
   local _env_file="${_env_dir}/${global_conf_filename}"
 
   # shellcheck source=/dev/null
@@ -93,7 +98,7 @@ function lib_env::env()
 
   if [ -z "$DOCKER_FINANCE_CLIENT_CONF" ]; then
     # shellcheck source=/dev/null
-    source "${DOCKER_FINANCE_CLIENT_REPO}/client/docker-finance.d/client/env/gen.bash"
+    source "${DOCKER_FINANCE_CLIENT_REPO}/client/conf.d/client/env/gen.bash"
   fi
 
   [ -z "$DOCKER_FINANCE_CLIENT_CONF" ] \
@@ -161,7 +166,7 @@ function lib_env::__set_client_globals()
   lib_utils::print_debug "DOCKER_FINANCE_VERSION=${DOCKER_FINANCE_VERSION}"
 
   # Repository-provided (not user-defined) default environment
-  global_repo_conf_dir="${DOCKER_FINANCE_CLIENT_REPO}/client/docker-finance.d"
+  global_repo_conf_dir="${DOCKER_FINANCE_CLIENT_REPO}/client/conf.d"
   declare -g global_repo_conf_dir
   lib_utils::print_debug "global_repo_conf_dir=${global_repo_conf_dir}"
 

client/src/docker/lib/internal/lib_gen.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2024 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2024,2026 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
@@ -478,6 +478,57 @@ function lib_gen::__gen_client()
     lib_utils::print_custom "    \e[32m│  └─\e[34m Edit file now? [Y/n] \e[0m"
     lib_gen::__gen_edit "$global_custom_dockerfile"
   fi
+
+  #
+  # Generate client-side `plugins` layout (custom)
+  #
+
+  lib_gen::__gen_plugins
+
+  #
+  # Generate shared path layout
+  #
+
+  # TODO: consider supporting for dev-tools
+  [ -z "$global_platform" ] && lib_utils::die_fatal
+  if [ "$global_platform" != "dev-tools" ]; then
+    lib_gen::__gen_shared
+  fi
+}
+
+# Custom plugins layout to drop-in custom plugins
+# NOTE: underlying impl expects this layout
+function lib_gen::__gen_plugins()
+{
+  lib_utils::print_debug "Generating custom plugins layout"
+
+  [ -z "$DOCKER_FINANCE_CLIENT_PLUGINS" ] && lib_utils::die_fatal
+  if [ ! -d "$DOCKER_FINANCE_CLIENT_PLUGINS" ]; then
+    mkdir -p "$DOCKER_FINANCE_CLIENT_PLUGINS" || lib_utils::die_fatal
+  fi
+
+  local -r _client="${DOCKER_FINANCE_CLIENT_PLUGINS}/client"
+  if [ ! -d "${_client}/docker" ]; then
+    mkdir -p "${_client}/docker" || lib_utils::die_fatal
+  fi
+
+  local -r _container="${DOCKER_FINANCE_CLIENT_PLUGINS}/container"
+  if [ ! -d "${_container}/finance" ]; then
+    mkdir -p "${_container}/finance" || lib_utils::die_fatal
+  fi
+  if [ ! -d "${_container}/root" ]; then
+    mkdir -p "${_container}/root" || lib_utils::die_fatal
+  fi
+}
+
+# Shared path layout to drop-in shared files
+function lib_gen::__gen_shared()
+{
+  lib_utils::print_debug "Generating shared path"
+  [ -z "$DOCKER_FINANCE_CLIENT_SHARED" ] && lib_utils::die_fatal
+  if [ ! -d "$DOCKER_FINANCE_CLIENT_SHARED" ]; then
+    mkdir -p "$DOCKER_FINANCE_CLIENT_SHARED" || lib_utils::die_fatal
+  fi
 }
 
 function lib_gen::__gen_container()
@@ -500,17 +551,6 @@ function lib_gen::__gen_container()
 
   fi
 
-  #
-  # Generate plugins (custom)
-  #
-
-  [ -z "$DOCKER_FINANCE_CLIENT_PLUGINS" ] && lib_utils::die_fatal
-  if [ ! -d "$DOCKER_FINANCE_CLIENT_PLUGINS" ]; then
-    mkdir -p "$DOCKER_FINANCE_CLIENT_PLUGINS" || lib_utils::die_fatal
-  fi
-
-  lib_gen::__gen_plugins
-
   #
   # Generate flow
   #
@@ -597,34 +637,6 @@ function lib_gen::__gen_superscript_write()
     "${global_repo_conf_dir}/container/shell/superscript.bash.in" >"$global_superscript"
 }
 
-#
-# Generate plugins (custom):
-#
-#  - Provides:
-#    - A layout to drop-in custom plugins
-#      * Underlying impl expects this layout
-#
-
-function lib_gen::__gen_plugins()
-{
-  [ -z "$DOCKER_FINANCE_CLIENT_PLUGINS" ] && lib_utils::die_fatal
-
-  lib_utils::print_debug "Generating custom plugins layout"
-
-  local -r _client="${DOCKER_FINANCE_CLIENT_PLUGINS}/client"
-  if [ ! -d "${_client}/docker" ]; then
-    mkdir -p "${_client}/docker" || lib_utils::die_fatal
-  fi
-
-  local -r _container="${DOCKER_FINANCE_CLIENT_PLUGINS}/container"
-  if [ ! -d "${_container}/finance" ]; then
-    mkdir -p "${_container}/finance" || lib_utils::die_fatal
-  fi
-  if [ ! -d "${_container}/root" ]; then
-    mkdir -p "${_container}/root" || lib_utils::die_fatal
-  fi
-}
-
 #
 # Generate flow: times
 #
@@ -723,7 +735,7 @@ function lib_gen::__gen_profile()
   local -r _gen_path="${_profiles}/${_profile}/${_subprofile}"
   lib_utils::print_debug "_gen_path=${_gen_path}"
 
-  local -r _gen_conf_path="${_gen_path}/docker-finance.d"
+  local -r _gen_conf_path="${_gen_path}/conf.d"
   lib_utils::print_debug "_gen_conf_path=${_gen_conf_path}"
 
   lib_gen::__gen_subprofile_flow
@@ -883,7 +895,7 @@ function lib_gen::__gen_subprofile_flow_superscript()
   [ ! -f "$global_superscript" ] && lib_utils::die_fatal "Superscript does not exist!"
 
   # Append subprofile source to superscript
-  local -r _source="source \"\${DOCKER_FINANCE_CONTAINER_FLOW}/profiles/${_profile}/${_subprofile}/docker-finance.d/shell/subscript.bash\""
+  local -r _source="source \"\${DOCKER_FINANCE_CONTAINER_FLOW}/profiles/${_profile}/${_subprofile}/conf.d/shell/subscript.bash\""
   lib_utils::print_custom "    \e[32m│  │  │  └─\e[34m Appending subprofile to superscript\e[0m\n"
 
   # If source subprofile does not exist, append

client/src/docker/lib/internal/lib_plugins.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2024 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2024,2026 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
@@ -71,14 +71,32 @@ function lib_plugins::__parse_args()
 
 \e[32mUsage:\e[0m
 
-  $ $global_usage <repo${global_arg_delim_1}plugin | custom${global_arg_delim_1}plugin> [args]
+  $ $global_usage <help | [TAB COMPLETION]> [args]
+
+\e[32mArguments:\e[0m
+
+  [None | help]: show this usage help
+
+  [TAB COMPLETION]: run given shell plugin
+
+    custom = custom plugins in custom plugin location
+    repo   = repository plugins in repository location
+
+  [args]: arguments to plugin
 
 \e[32mExamples:\e[0m
 
-  \e[37;2m# Execute a repository plugin in '${_repo}'\e[0m
+  \e[37;2m# See this usage help\e[0m
+  $ $global_usage help
+
+  \e[37;2m# The output of tab completion\e[0m
+  $ $global_usage \\\t\\\t
+    custom/example.bash  help                 repo/bitcoin.bash    repo/example.bash    repo/tor.bash
+
+  \e[37;2m# Execute a repository shell plugin in '${_repo}'\e[0m
   $ $global_usage repo${global_arg_delim_1}example.bash \"I'm in repo\"
 
-  \e[37;2m# Execute a custom plugin in '${_custom}'\e[0m
+  \e[37;2m# Execute a custom shell plugin in '${_custom}'\e[0m
   $ $global_usage custom${global_arg_delim_1}example.bash \"I'm in custom\"
 "
 

container/src/finance/lib/internal/lib_fetch.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -871,7 +871,10 @@ function lib_fetch::__fetch_exec()
   #
 
   __DFI_PHP_DEPS__="${_deps}" __DFI_PHP_ROOT__="${_impl}" "${_exec[@]}" "${_impl}/fetch.php" "$_type" "$_subtype"
+  local -r _return=$?
+
   IFS="$_ifs"
+  return $_return
 }
 
 # vim: sw=2 sts=2 si ai et

container/src/finance/lib/internal/lib_hledger.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -167,7 +167,12 @@ function lib_hledger::__hledger-vui()
   [ -z "$global_conf_visidata" ] && lib_utils::die_fatal
 
   local -r _visidata=("--visidata-dir" "$global_conf_visidata" "--motd-url" "file:///dev/null" "--filetype" "csv")
-  visidata "${_visidata[@]}" < <(hledger "${global_base_args[@]}" print -O csv "$@")
+  local -r _hledger=("hledger" "${global_base_args[@]}" "print" "-O" "csv" "$@")
+
+  # If hledger command is valid, output into visidata
+  if "${_hledger[@]}" 1>/dev/null; then
+    visidata "${_visidata[@]}" < <("${_hledger[@]}")
+  fi
 }
 
 function lib_hledger::__hledger-web()
@@ -183,7 +188,7 @@ function lib_hledger::__hledger-web()
   sleep 3s
 
   if ! ps -p "$_pid" 1>/dev/null; then
-    lib_utils::print_error "hledger-web failed. See above error message"
+    lib_utils::die_fatal "hledger-web failed. See above error message"
   else
     lib_utils::print_info "hledger-web started (PID ${_pid}). Point web browser to $_url"
   fi

container/src/finance/lib/internal/lib_plugins.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2024-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2024-2026 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
@@ -71,7 +71,7 @@ function lib_plugins::__parse_args()
 
 \e[32mUsage:\e[0m
 
-  $ $global_usage [help | [TAB COMPLETION]] [args]
+  $ $global_usage <help | [TAB COMPLETION]> [args]
 
 \e[32mArguments:\e[0m
 
@@ -91,8 +91,8 @@ function lib_plugins::__parse_args()
 
   \e[37;2m# The output of tab completion\e[0m
   $ $global_usage \\\t\\\t
-    custom/billing/invoice.bash   help                          repo/timew_to_timeclock.bash
-    custom/billing/manage.bash    repo/example.bash
+    custom/billing/invoice.bash   custom/example.bash           repo/example.bash
+    custom/billing/manage.bash    help                          repo/timew_to_timeclock.bash
 
   \e[37;2m# Execute a repository shell plugin in '${_repo}'\e[0m
   $ $global_usage repo${global_arg_delim_1}example.bash \"I'm in repo\"

container/src/finance/lib/internal/lib_taxes.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -1003,7 +1003,7 @@ function lib_taxes::__taxes_write()
   if [ -z "$global_arg_year" ]; then
     lib_utils::print_info "Capturing the year of the oldest tagged record ...\n"
 
-    local -r _oldest_year="$("${_base_hledger[@]}" | head -n2 | xan select \"date\" | tail -n1 | cut -d'-' -f1)"
+    local -r _oldest_year="$("${_base_hledger[@]}" | head -n2 | xan select \"date\" | gawk 'END {gsub(/"/, ""); printf $1}' FS=- OFS=-)"
     [ -z "$_oldest_year" ] && lib_utils::die_fatal "No records available to write"
 
   elif [[ "$global_arg_year" -gt "$_current_year" ]]; then

container/src/finance/lib/lib_finance.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -29,7 +29,9 @@ source "${DOCKER_FINANCE_CONTAINER_REPO}/src/finance/lib/internal/lib_utils.bash
 #
 
 if [ $UID -lt 1000 ]; then
-  lib_utils::die_fatal "Do not run as root or system user!"
+  [ $UID -eq 0 ] \
+    && lib_utils::die_fatal "Cannot run as root!" \
+    || lib_utils::print_warning "Running as system user"
 fi
 
 # IMPORTANT: keep umask for security
@@ -77,11 +79,11 @@ function lib_finance::finance()
   declare -grx global_hledger_cmd=("hledger" "-f" "$global_child_profile_journal")
 
   # Globals (configuration)
-  declare -grx global_conf_fetch="${global_child_profile_flow}/docker-finance.d/fetch/fetch.yaml"
-  declare -grx global_conf_hledger="${global_child_profile_flow}/docker-finance.d/hledger/hledger.conf"
-  declare -grx global_conf_meta="${global_child_profile_flow}/docker-finance.d/meta/meta.csv"
-  declare -grx global_conf_subscript="${global_child_profile_flow}/docker-finance.d/shell/subscript.bash"
-  declare -grx global_conf_visidata="${global_child_profile_flow}/docker-finance.d/visidata" # dir for config/addons
+  declare -grx global_conf_fetch="${global_child_profile_flow}/conf.d/fetch/fetch.yaml"
+  declare -grx global_conf_hledger="${global_child_profile_flow}/conf.d/hledger/hledger.conf"
+  declare -grx global_conf_meta="${global_child_profile_flow}/conf.d/meta/meta.csv"
+  declare -grx global_conf_subscript="${global_child_profile_flow}/conf.d/shell/subscript.bash"
+  declare -grx global_conf_visidata="${global_child_profile_flow}/conf.d/visidata" # dir for config/addons
 
   # Implementation "libraries" (requires previously set globals)
   source "${DOCKER_FINANCE_CONTAINER_REPO}/src/finance/lib/internal/lib_edit.bash" || exit 1

container/src/hledger-flow/accounts/ally/ally-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -38,17 +38,13 @@ function parse()
 {
   lib_preprocess::assert_header "Date, Time, Amount, Type, Description"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || $1 !~ global_year)
          next
 
-       # `Description` cleanup
-       sub(/^ /, "", $5)  # may have an empty space in front of line
-       gsub(/, /, " - ")  # may have (multiple) commas followed by space
-       gsub(/"/, "", $5)  # may have (multiple) quotes
-       sub(/%/, "%%", $5) # remove potential interpretation
-
        printf $1 OFS  # Date
        printf $2 OFS  # Time
 
@@ -56,13 +52,18 @@ function parse()
        printf $3 OFS  # Amount
 
        printf $4 OFS  # Type
-       printf $5 OFS  # Description
+
+       # Description
+       sub(/^ /, "", $5)  # may have an empty space in front of line
+       sub(/%/, "%%", $5) # remove potential interpretation
+       gsub(/"/, "", $5)  # remove nested quote(s)
+       printf "\"" $5 "\"" OFS
 
        printf ($4 ~ /^Withdrawal$/ ? "OUT" : "IN") OFS  # Direction
        printf global_subaccount
 
        printf "\n"
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function main()

container/src/hledger-flow/accounts/btcpayserver/btcpayserver-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -74,7 +74,9 @@ function btcpayserver::print_warning()
 # "Legacy Invoice" report
 function btcpayserver::legacy()
 {
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || $1 !~ global_year)
          next
@@ -126,9 +128,10 @@ function btcpayserver::legacy()
        printf $21 OFS  # InvoiceSubtotal
        printf $22 OFS  # InvoiceItemCode
 
-       # TODO: if description contains comma(s)?
+       # InvoiceItemDesc
        sub(/%/, "%%", $23)
-       printf $23 OFS  # InvoiceItemDesc
+       gsub(/"/, "", $23)
+       printf "\"" $23 "\"" OFS
 
        printf $24 OFS  # InvoiceFullStatus
        printf $25 OFS  # InvoiceStatus
@@ -141,7 +144,7 @@ function btcpayserver::legacy()
        printf global_subaccount  # Subaccount
 
        printf "\n"
-    }' FS=, OFS=, "$global_in_path"
+    }' OFS=, "$global_in_path"
 }
 
 # "Payments" report
@@ -173,7 +176,9 @@ function btcpayserver::sales()
 # "Wallets" report
 function btcpayserver::wallets()
 {
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || $1 !~ global_year)
          next
@@ -238,7 +243,7 @@ function btcpayserver::wallets()
        printf global_subaccount  # Subaccount
 
        printf "\n"
-    }' FS=, OFS=, "$global_in_path"
+    }' OFS=, "$global_in_path"
 }
 
 function btcpayserver::parse()

container/src/hledger-flow/accounts/capital-one/capital-one-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -38,7 +38,9 @@ function parse_credit()
 {
   lib_preprocess::assert_header "Transaction Date,Posted Date,Card No.,Description,Category,Debit,Credit"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || !NF || $1 !~ global_year)
          next
@@ -47,31 +49,35 @@ function parse_credit()
        printf $2 OFS  # Posted Date
        printf $3 OFS  # Card No.
 
+       # Description
        sub(/%/, "%%", $4)
-       printf $4 OFS  # Description
+       gsub(/"/, "", $4)
+       printf "\"" $4 "\"" OFS
 
-       printf $5 OFS  # Category
+       printf "\"" $5 "\"" OFS  # Category
 
        # Debit = OUT, Credit = IN
        direction=($6 ~ /[1-9]/ ? "OUT" : "IN")
 
        # Amount
-       if (direction == "OUT") {printf $6 FS}  # Debit
-       else {printf $7 FS}  # Credit
+       if (direction == "OUT") {printf $6 OFS}  # Debit
+       else {printf $7 OFS}  # Credit
 
        printf direction OFS
        printf global_subaccount
 
        printf "\n"
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function parse_bank()
 {
   lib_preprocess::assert_header "Account Number,Transaction Description,Transaction Date,Transaction Type,Transaction Amount,Balance"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR>1 || NF)
          {
@@ -88,11 +94,13 @@ function parse_bank()
 
            printf $1 OFS  # Account Number
 
+           # Transaction Description
            sub(/%/, "%%", $2)
-           printf $2 OFS  # Transaction Description
+           gsub(/"/, "", $2)
+           printf "\"" $2 "\"" OFS
 
            printf $3 OFS  # Transaction Date
-           printf $4 OFS  # Transaction Type
+           printf "\"" $4 "\"" OFS  # Transaction Type
            printf $5 OFS  # Transaction Amount
            printf $6 OFS  # Balance
 
@@ -104,7 +112,7 @@ function parse_bank()
            printf "\n"
         }
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function main()

container/src/hledger-flow/accounts/chase/chase-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -38,7 +38,9 @@ function parse_credit()
 {
   lib_preprocess::assert_header "Transaction Date,Post Date,Description,Category,Type,Amount,Memo"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || $1 !~ global_year)
          next
@@ -46,48 +48,57 @@ function parse_credit()
        printf $1 OFS  # Transaction Date
        printf $2 OFS  # Post Date
 
+       # Description
        sub(/%/, "%%", $3)
-       printf $3 OFS  # Description
+       gsub(/"/, "", $3)
+       printf "\"" $3 "\"" OFS
 
-       printf $4 OFS  # Category
-       printf $5 OFS  # Type
+       printf "\"" $4 "\"" OFS  # Category
+       printf "\"" $5 "\"" OFS  # Type
 
        # Amount
        direction=($6 ~ /^-/ ? "OUT" : "IN")
        sub(/^-/, "", $6)
        printf $6 OFS
 
-       printf $7 OFS  # Memo
+       # Memo
+       sub(/%/, "%%", $7)
+       gsub(/"/, "", $7)
+       printf "\"" $7 "\"" OFS
 
        printf direction OFS
        printf global_subaccount
 
        printf "\n"
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function parse_bank()
 {
   lib_preprocess::assert_header "Details,Posting Date,Description,Amount,Type,Balance,Check or Slip #"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || $2 !~ global_year)
          next
 
-       printf $1 OFS  # Details (CREDIT/DEBIT/DSLIP/etc.)
+       printf "\"" $1 "\"" OFS  # Details (CREDIT/DEBIT/DSLIP/etc.)
        printf $2 OFS  # Posting Date
 
+       # Description
        sub(/%/, "%%", $3)
-       printf $3 OFS  # Description
+       gsub(/"/, "", $3)
+       printf "\"" $3 "\"" OFS
 
        # Amount
        direction=($4 ~ /^-/ ? "OUT" : "IN")
        sub(/^-/, "", $4)
        printf $4 OFS
 
-       printf $5 OFS  # Type
+       printf "\"" $5 "\"" OFS  # Type
        printf $6 OFS  # Balance
        printf $7 OFS  # Check or Slip #
 
@@ -96,7 +107,7 @@ function parse_bank()
 
        printf "\n"
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function main()

container/src/hledger-flow/accounts/coinbase/coinbase-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -70,7 +70,9 @@ function join_to_header()
 
 function __parse()
 {
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || $9 !~ global_year)
          next
@@ -91,18 +93,18 @@ function __parse()
        printf $3 OFS                    # info_type
        printf $4 OFS                    # info_status
        printf $5 OFS                    # info_amount_amount
-       printf $6 OFS                    # info_amount_currency
+       printf "\"" $6 "\"" OFS          # info_amount_currency
        printf $7 OFS                    # info_native_amount_amount
-       printf $8 OFS                    # info_native_amount_currency
+       printf "\"" $8 "\"" OFS          # info_native_amount_currency
        printf $9 OFS                    # info_created_at
        printf $10 OFS                   # info_resource
        printf $11 OFS                   # info_resource_path
        printf $12 OFS                   # info_description
        printf $13 OFS                   # info_network_status
-       printf $14 OFS                   # info_network_network_name
+       printf "\"" $14 "\"" OFS         # info_network_network_name
        printf $15 OFS                   # info_network_hash (txid)
        printf("%.8f", $16); printf OFS  # info_network_transaction_fee_amount
-       printf $17 OFS                   # info_network_transaction_fee_currency
+       printf "\"" $17 "\"" OFS         # info_network_transaction_fee_currency
        printf $18 OFS                   # info_to_resource
        printf $19 OFS                   # info_to_address
        printf $20 OFS                   # info_to_email
@@ -113,25 +115,37 @@ function __parse()
        printf $25 OFS                   # info_cancelable
        printf $26 OFS                   # info_idem
        printf("%.8f", $27); printf OFS  # info_buy_total_amount
-       printf $28 OFS                   # info_buy_total_currency
+       printf "\"" $28 "\"" OFS         # info_buy_total_currency
        printf("%.8f", $29); printf OFS  # info_buy_subtotal_amount
-       printf $30 OFS                   # info_buy_subtotal_currency
+       printf "\"" $30 "\"" OFS         # info_buy_subtotal_currency
        printf("%.8f", $31); printf OFS  # info_buy_fee_amount
-       printf $32 OFS                   # info_buy_fee_currency
+       printf "\"" $32 "\"" OFS         # info_buy_fee_currency
        printf $33 OFS                   # info_buy_id
-       printf $34 OFS                   # info_buy_payment_method_name
+
+       # info_buy_payment_method_name
+       gsub(/"/, "", $34);
+       printf "\"" $34 "\"" OFS
+
        printf("%.8f", $35); printf OFS  # info_sell_total_amount
-       printf $36 OFS                   # info_sell_total_currency
+       printf "\"" $36 "\"" OFS         # info_sell_total_currency
        printf("%.8f", $37); printf OFS  # info_sell_subtotal_amount
-       printf $38 OFS                   # info_sell_subtotal_currency
+       printf "\"" $38 "\"" OFS         # info_sell_subtotal_currency
        printf("%.8f", $39); printf OFS  # info_sell_fee_amount
-       printf $40 OFS                   # info_sell_fee_currency
+       printf "\"" $40 "\"" OFS         # info_sell_fee_currency
        printf $41 OFS                   # info_sell_id
-       printf $42 OFS                   # info_sell_payment_method_name
+
+       # info_sell_payment_method_name
+       gsub(/"/, "", $42);
+       printf "\"" $42 "\"" OFS
+
        printf("%.8f", $43); printf OFS  # info_trade_fee_amount
-       printf $44 OFS                   # info_trade_fee_currency
+       printf "\"" $44 "\"" OFS         # info_trade_fee_currency
        printf $45 OFS                   # info_trade_id
-       printf $46 OFS                   # info_trade_payment_method_name
+
+       # info_trade_payment_method_name
+       gsub(/"/, "", $46);
+       printf "\"" $46 "\"" OFS
+
        printf("%.8f", $47); printf OFS  # info_advanced_trade_fill_fill_price
        printf $48 OFS                   # info_advanced_trade_fill_product_id
        printf $49 OFS                   # info_advanced_trade_fill_order_id
@@ -185,8 +199,8 @@ function __parse()
        #
 
        split($48, pair, "-");  # Pair exists as advanced_trade_fill_product_id
-       printf pair[1] OFS  # advanced_trade_fill_pair_lhs (left-hand side of the pair)
-       printf pair[2] OFS  # advanced_trade_fill_pair_rhs (right-hand side of the pair)
+       printf "\"" pair[1] "\"" OFS  # advanced_trade_fill_pair_lhs (left-hand side of the pair)
+       printf "\"" pair[2] "\"" OFS  # advanced_trade_fill_pair_rhs (right-hand side of the pair)
 
        #
        # Advanced Trade: add column for cost-basis (comment2)
@@ -201,7 +215,7 @@ function __parse()
 
        printf "\n";
 
-    }' FS=, OFS=,
+    }' OFS=,
 }
 
 #

container/src/hledger-flow/accounts/coinomi/template/coinomi/algorand/coinomi-algorand.rules

@@ -0,0 +1,20 @@
+# docker-finance | modern accounting for the power-user
+#
+# Copyright (C) 2026 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
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU General Public License for more details.
+#
+# You should have received a copy of the GNU General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+include ../../algorand-shared.rules
+
+# vim: sw=2 sts=2 si ai et

container/src/hledger-flow/accounts/coinomi/template/coinomi/algorand/preprocess

@@ -0,0 +1 @@
+../../algorand-shared.bash

container/src/hledger-flow/accounts/coinomi/template/coinomi/ethereum/coinomi-ethereum.rules

@@ -0,0 +1,20 @@
+# docker-finance | modern accounting for the power-user
+#
+# Copyright (C) 2026 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
+# the Free Software Foundation, either version 3 of the License, or
+# (at your option) any later version.
+#
+# This program is distributed in the hope that it will be useful,
+# but WITHOUT ANY WARRANTY; without even the implied warranty of
+# MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE. See the
+# GNU General Public License for more details.
+#
+# You should have received a copy of the GNU General Public License
+# along with this program. If not, see <https://www.gnu.org/licenses/>.
+
+include ../../ethereum-based-shared.rules
+
+# vim: sw=2 sts=2 si ai et

container/src/hledger-flow/accounts/coinomi/template/coinomi/ethereum/preprocess

@@ -0,0 +1 @@
+../../ethereum-based-shared.bash

container/src/hledger-flow/accounts/discover/discover-shared.bash

@@ -40,7 +40,9 @@ function parse_credit()
 
   # NOTE: sed needed to remove CR. TODO: use gawk
   sed 's:\r::g' "$global_in_path" \
-    | gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+    | gawk --csv \
+      -v global_year="$global_year" \
+      -v global_subaccount="$global_subaccount" \
       '{
          if (NR<2 || $1 !~ global_year)
            next
@@ -49,38 +51,42 @@ function parse_credit()
          printf $2 OFS  # Post Date
 
          # Description
-         gsub(/, /, " ")    # may have comma(s) followed by space
-         sub(/%/, "%%", $3) # remove potential interpretation
-         printf $3 OFS
+         sub(/%/, "%%", $3)
+         gsub(/"/, "", $3)
+         printf "\"" $3 "\"" OFS
 
          # Flip the amount signs for proper liabilities accounting
          direction=($4 > 0 ? "OUT" : "IN")
          sub("-", "", $4)
          printf $4 OFS  # Amount
 
-         printf $5 OFS  # Category
+         printf "\"" $5 "\"" OFS  # Category
 
          printf direction OFS
          printf global_subaccount
 
          printf "\n"
 
-      }' FS=, OFS=, >"$global_out_path"
+      }' OFS=, >"$global_out_path"
 }
 
 function parse_bank()
 {
   lib_preprocess::assert_header "Transaction Date,Transaction Description,Transaction Type,Debit,Credit,Balance"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || $1 !~ global_year)
          next
 
        printf $1 OFS  # Transaction Date
 
+       # Transaction Description
        sub(/%/, "%%", $2)
-       printf $2 OFS  # Transaction Description
+       gsub(/"/, "", $2)
+       printf "\"" $2 "\"" OFS
 
        printf $3 OFS  # Transaction Type
 
@@ -99,7 +105,7 @@ function parse_bank()
 
        printf "\n"
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function main()

container/src/hledger-flow/accounts/electrum/electrum-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -39,7 +39,9 @@ function parse_without-lightning-header()
 {
   lib_preprocess::assert_header "transaction_hash,label,confirmations,value,fiat_value,fee,fiat_fee,timestamp"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || $8 !~ global_year)
          next
@@ -61,7 +63,7 @@ function parse_without-lightning-header()
        #
 
        sub(/%/, "%%", $2)
-       printf $2 OFS
+       printf "\""; printf $2; printf "\"" OFS
 
        #
        # confirmations
@@ -128,7 +130,7 @@ function parse_without-lightning-header()
 
        printf "\n"
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 # Since electrum 4.6.2
@@ -137,7 +139,9 @@ function parse_with-lightning-header()
 {
   lib_preprocess::assert_header "oc_transaction_hash,ln_payment_hash,label,confirmations,amount_chain_bc,amount_lightning_bc,fiat_value,network_fee_satoshi,fiat_fee,timestamp"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2 || $10 !~ global_year)
          next
@@ -159,7 +163,7 @@ function parse_with-lightning-header()
        #
 
        sub(/%/, "%%", $3)
-       printf $3 OFS
+       print "\""; printf $3; printf "\"" OFS
 
        #
        # confirmations
@@ -254,7 +258,7 @@ function parse_with-lightning-header()
 
        printf "\n"
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function main()

container/src/hledger-flow/accounts/gemini/gemini-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -198,8 +198,10 @@ function parse_trades()
   local _account_currency
   _account_currency="$(echo $global_in_filename | cut -d"-" -f1 | sed 's:...$::')"
 
-  gawk -v account_currency="$_account_currency" \
-    -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v account_currency="$_account_currency" \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2)
          next
@@ -212,9 +214,13 @@ function parse_trades()
        printf $9 OFS                # UID (tid)
        printf date OFS              # Date
        printf "TRADE" OFS           # Type
-       printf $5 OFS                # OrderType (type)
-       printf toupper(account_currency) OFS  # CurrencyOne (account_currency)
-       printf $7 OFS                # CurrencyTwo (fee_currency)
+       printf "\"" $5 "\"" OFS      # OrderType (type)
+
+       # CurrencyOne (account_currency)
+       printf "\"" toupper(account_currency) "\"" OFS
+
+       # CurrencyTwo (fee_currency)
+       printf "\"" $7 "\"" OFS
 
        # TODO: getline an gawk remove-zeros script
        amount=sprintf("%.8f", $2)
@@ -271,14 +277,17 @@ function parse_trades()
 
        printf "\n"
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function parse_earn()
 {
   lib_preprocess::assert_header "earnTransactionId,transactionId,transactionType,amountCurrency,amount,priceCurrency,priceAmount,dateTime"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" -M -v PREC=100 \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
+    -M -v PREC=100 \
     '{
        if (NR<2)
          next
@@ -292,7 +301,7 @@ function parse_earn()
        printf date OFS        # Date
        printf "INTEREST" OFS  # Type
        printf "EARN" OFS      # OrderType (type)
-       printf $4 OFS          # CurrencyOne (amountCurrency)
+       printf "\"" $4 "\""OFS # CurrencyOne (amountCurrency)
        printf OFS             # CurrencyTwo
 
        # Amount
@@ -329,14 +338,16 @@ function parse_earn()
 
        printf "\n";
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function parse_card()
 {
   lib_preprocess::assert_header "Reference Number,Transaction Post Date,Description of Transaction,Transaction Type,Amount"
 
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+  gawk --csv \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
     '{
        if (NR<2)
          next
@@ -350,8 +361,13 @@ function parse_card()
 
        printf $1 OFS  # Reference Number
        printf $2 OFS  # Transaction Post Date
-       printf $3 OFS  # Description of Transaction
-       printf $4 OFS  # Transaction Type
+
+       # Description of Transaction
+       gsub(/%/, "%%", $3)
+       gsub(/"/, "", $3)
+       printf "\"" $3 "\"" OFS
+
+       printf "\"" $4 "\"" OFS  # Transaction Type
        printf $5 OFS  # Amount
 
        direction=($5 ~ /^-/ ? "IN" : "OUT")
@@ -361,7 +377,7 @@ function parse_card()
 
        printf "\n";
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function main()

container/src/hledger-flow/accounts/ledger/ledger-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -39,7 +39,8 @@ function parse()
 
   # NOTE: subaccount (account label) is entered within app.
   #  Label your subaccount as subaccount1:subaccount2:etc
-  gawk -v global_year="$global_year" \
+  gawk --csv \
+    -v global_year="$global_year" \
     '{
        if (NR<2 || $1 !~ global_year)
          next
@@ -53,9 +54,9 @@ function parse()
        sub(/\.001Z/, "", $1)
 
        printf $1 OFS                    # Operation Date
-       printf $2 OFS                    # Status
-       printf $3 OFS                    # Currency Ticker
-       printf $4 OFS                    # Operation Type
+       printf "\"" $2 "\"" OFS          # Status
+       printf "\"" $3 "\"" OFS          # Currency Ticker
+       printf "\"" $4 "\"" OFS          # Operation Type
 
        # Operation Amount (minus fee w/ this regexp)
        amount=($4 ~ /^OUT$|^DELEGATE$/ ? $5-$6 : $5)
@@ -63,9 +64,13 @@ function parse()
 
        printf("%.8f", $6); printf OFS   # Operation Fees
        printf $7 OFS                    # Operation Hash
-       printf $8 OFS                    # Account Name (subaccount)
+
+       # Account Name (subaccount)
+       gsub(/"/, "", $8)
+       printf "\"" $8 "\"" OFS
+
        printf $9 OFS                    # Account xpub
-       printf $10 OFS                   # Countervalue Ticker
+       printf "\"" $10 "\"" OFS         # Countervalue Ticker
        printf $11 OFS                   # Countervalue at Operation Date
        printf $12 OFS                   # Countervalue at CSV Export
 
@@ -74,7 +79,7 @@ function parse()
 
        printf "\n"
 
-    }' FS=, OFS=, "$global_in_path" >"$global_out_path"
+    }' OFS=, "$global_in_path" >"$global_out_path"
 }
 
 function main()

container/src/hledger-flow/accounts/paypal-business/paypal-business-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -43,8 +43,9 @@ function parse()
   # Paypal is known to allow commas within description ("Name") and amounts
   # TODO: refactor xan/sed -> gawk (the sed line should remove non-csv commas and quotations)
   xan select "$(echo "$_header" | sed 's:"::g')" $global_in_path \
-    | sed -e 's:, : :g' -e 's:,",:,:g' -e 's:,"\([0-9]*\),:,\1:g' -e 's:,"-\([0-9]*\),:,\1:g' -e 's:"::g' \
-    | gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+    | gawk --csv \
+      -v global_year="$global_year" \
+      -v global_subaccount="$global_subaccount" \
       '{
          if (NR<2 || $1 !~ global_year)
            next
@@ -56,12 +57,14 @@ function parse()
 
          printf $1 " " $2 OFS  # Date/Time
 
+         # Name (description)
          sub(/%/, "%%", $4)
-         printf $4 OFS         # Name (description)
+         gsub(/"/, "", $4)
+         printf "\"" $4 "\"" OFS
 
-         printf $5 OFS         # Type
-         printf $6 OFS         # Status
-         printf $7 OFS         # Currency
+         printf "\"" $5 "\"" OFS  # Type
+         printf "\"" $6 "\"" OFS  # Status
+         printf "\"" $7 "\"" OFS  # Currency
 
          # direction will be used in rules
          sub(/^-/, "", $8)
@@ -72,8 +75,10 @@ function parse()
          printf $13 OFS        # Transaction ID
          printf $(NF-4) OFS    # Contact Phone Number
 
+         # Note
          sub(/%/, "%%", $(NF-2))
-         printf $(NF-2) OFS    # Note
+         gsub(/"/, "", $(NF-2))
+         printf "\"" $(NF-2) "\"" OFS
 
          printf $(NF) OFS      # Balance Impact
 
@@ -84,7 +89,7 @@ function parse()
 
          printf "\n"
 
-      }' FS=, OFS=, >"$global_out_path"
+      }' OFS=, >"$global_out_path"
 }
 
 function main()

container/src/hledger-flow/accounts/paypal/paypal-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -47,10 +47,10 @@ function parse_report()
 
   # Paypal is known to allow commas within description ("Name") and amounts
   # NOTE: using custom timezone offset instead of provided timezone
-  # TODO: refactor xan/sed -> gawk (the sed line should remove non-csv commas and quotations)
   xan select "Date,Time,Name,Type,Status,Currency,Amount,Fees,Total,Exchange Rate,Receipt ID,Balance,Transaction ID,Item Title" "$global_in_path" \
-    | sed -e 's:, : :g' -e 's:,",:,:g' -e 's:,"\([0-9]*\),:,\1:g' -e 's:,"-\([0-9]*\),:,-\1:g' -e 's:"::g' \
-    | gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+    | gawk --csv \
+      -v global_year="$global_year" \
+      -v global_subaccount="$global_subaccount" \
       '{
          if (NR<2 || $1 !~ global_year)
            next
@@ -71,32 +71,44 @@ function parse_report()
          # Print
          printf timestamp OFS  # timestamp
 
+         # description (Name)
          sub(/%/, "%%", $3)
-         printf $3 OFS         # description (Name)
+         gsub(/"/, "", $3)
+         printf "\"" $3 "\"" OFS
 
-         printf $4 OFS         # type
-         printf $5 OFS         # status
-         printf $6 OFS         # currency
+         printf "\"" $4 "\"" OFS  # type
+         printf "\"" $5 "\"" OFS  # status
+         printf "\"" $6 "\"" OFS  # currency
 
+         # amount
          direction=($7 ~ /^-/ ? "OUT" : "IN")
          sub(/^-/, "", $7)
-         printf $7 OFS         # amount
+         gsub(/,/, "", $7)
+         printf "\"" $7 "\"" OFS
 
+         # fees
          sub(/^-/, "", $8)
-         printf $8 OFS         # fees
+         gsub(/,/, "", $8)
+         printf "\"" $8 "\"" OFS
 
+         # total
          sub(/^-/, "", $9)
-         printf $9 OFS         # total
+         gsub(/,/, "", $9)
+         printf "\"" $9 "\"" OFS
 
-         printf $10 OFS        # exchange rate
+         # exchange rate
+         gsub(/,/, "", $10)
+         printf "\"" $10 "\"" OFS
 
-         printf $11 OFS        # code (Receipt ID)
-         printf $12 OFS        # balance
+         printf "\"" $11 "\"" OFS  # code (Receipt ID)
+         printf "\"" $12 "\"" OFS  # balance
 
-         printf $13 OFS        # txid (Transaction ID)
+         printf $13 OFS            # txid (Transaction ID)
 
+         # title (Item Title)
          sub(/%/, "%%", $14)
-         printf $14 OFS        # title (Item Title)
+         gsub(/"/, "", $14)
+         printf "\"" $14 "\"" OFS
 
          printf direction OFS
          printf global_subaccount OFS
@@ -110,7 +122,7 @@ function parse_report()
                      # fiat_value
 
          printf "\n"
-      }' FS=, OFS=, >"$global_out_path"
+      }' OFS=, >"$global_out_path"
 }
 
 # NOTE: crypto transactions CSV, not crypto statement CSV
@@ -122,7 +134,9 @@ function parse_crypto()
 
   # TODO: refactor into gawk after assert_header is fixed
   xan select "DateTime,Transaction Type,Asset In (Quantity),Asset In (Currency),Asset Out (Quantity),Asset Out (Currency),Transaction Fee (Quantity),Transaction Fee (Currency),Market Value (USD)" <(tail +4 "$global_in_path") \
-    | gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" \
+    | gawk --csv \
+      -v global_year="$global_year" \
+      -v global_subaccount="$global_subaccount" \
       '{
          if (NR<2 || $1 !~ global_year)
            next
@@ -150,16 +164,19 @@ function parse_crypto()
          printf OFS            # direction
          printf global_subaccount OFS
 
-         printf $3 OFS  # in_value
-         printf $4 OFS  # in_ticker
-         printf $5 OFS  # out_value
-         printf $6 OFS  # out_ticker
-         printf $7 OFS  # tx_fee_value
-         printf $8 OFS  # tx_fee_ticker
+         printf $3 OFS            # in_value
+         printf "\"" $4 "\"" OFS  # in_ticker
+
+         printf $5 OFS            # out_value
+         printf "\"" $6 "\"" OFS  # out_ticker
+
+         printf $7 OFS            # tx_fee_value
+         printf "\"" $8 "\"" OFS  # tx_fee_ticker
+
          printf $9      # fiat_value
 
          printf "\n"
-      }' FS=, OFS=, >"$global_out_path"
+      }' OFS=, >"$global_out_path"
 }
 
 function main()

container/src/hledger-flow/accounts/trezor/trezor-shared.bash

@@ -2,7 +2,7 @@
 
 # docker-finance | modern accounting for the power-user
 #
-# Copyright (C) 2021-2025 Aaron Fiore (Founder, Evergreen Crypto LLC)
+# Copyright (C) 2021-2026 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
@@ -45,7 +45,10 @@ function parse()
   _subaccount="$(echo $global_in_filename | cut -d'_' -f1)"
 
   # NOTE: subaccount (account label) is entered within the app
-  gawk -v global_year="$global_year" -v global_subaccount="$global_subaccount" -v subaccount="$_subaccount" \
+  gawk \
+    -v global_year="$global_year" \
+    -v global_subaccount="$global_subaccount" \
+    -v subaccount="$_subaccount" \
     '{
        if (NR<2)
          next
@@ -55,9 +58,6 @@ function parse()
        if (date !~ global_year)
          next
 
-       # Be rid of commas for OFS sake
-       gsub(/,/, "-")
-
        # Timestamp provides UTC. UTC is used even though Time provides
        # local timezone because fetching outside of the app provides UTC
        printf date OFS                  # Timestamp
@@ -70,16 +70,18 @@ function parse()
 
        printf $5 OFS                    # Transaction ID
        printf $6 OFS                    # Fee
-       printf $7 OFS                    # Fee unit
+       printf "\"" $7 "\"" OFS          # Fee unit
        printf $8 OFS                    # Address
 
+       # Label
        sub(/%/, "%%", $9)
-       printf $9 OFS                    # Label
+       gsub(/"/, "", $9)
+       printf "\"" $9 "\"" OFS
 
        printf("%.8f", $10); printf OFS  # Amount        # TODO: more than 8 places for Ethereum, etc.?
-       printf $11 OFS                   # Amount unit
-       printf $12 OFS                   # Fiat (USD)
-       printf $13 OFS                   # Other
+       printf "\"" $11 "\"" OFS         # Amount unit
+       printf "\"" $12 "\"" OFS         # Fiat (USD)
+       printf "\"" $13 "\"" OFS         # Other
 
        printf direction OFS
        printf global_subaccount":"subaccount

container/src/root/common/utility.hh

@@ -26,8 +26,10 @@
 #include <ctime>
 #include <filesystem>
 #include <initializer_list>
+#include <iomanip>
 #include <iostream>
 #include <memory>
+#include <sstream>
 #include <string>
 #include <utility>
 #include <vector>
@@ -274,6 +276,19 @@ int exec(const std::string& cmd)
   return gSystem->Exec(cmd.c_str());
 }
 
+//! \brief Exit the interpreter with given status (and message)
+//! \param code Exit code status (return code)
+//! \param message Optional exit message
+//! \since docker-finance 1.2.0
+void exit(const int code, const std::string& message = {})
+{
+  // TODO(unassigned): logger
+  if (!message.empty())
+    std::cout << "Exiting: '" << message << "'" << std::endl;
+
+  gSystem->Exit(code);
+}
+
 //! \brief Make current timestamp
 //! \return timestamp in "yyyy-mm-ddThh:mm:ssZ" format
 //! \since docker-finance 1.0.0
@@ -440,15 +455,15 @@ class PluggableSpace
                       "[a-zA-Z0-9:/_\\-\\.]+"} /* TODO(unassigned): refine */),
               "invalid characters in pluggable space");
 
-          if (parsed.find('/'))
+          if (parsed.find('/'))  // cppcheck-suppress stlIfStrFind
             {
               parsed = std::regex_replace(parsed, std::regex{"/"}, "::");
             }
-          if (parsed.find('-'))
+          if (parsed.find('-'))  // cppcheck-suppress stlIfStrFind
             {
               parsed = std::regex_replace(parsed, std::regex{"-"}, "_");
             }
-          if (parsed.find('.'))
+          if (parsed.find('.'))  // cppcheck-suppress stlIfStrFind
             {
               parsed = std::regex_replace(parsed, std::regex{"\\."}, "_");
             }
@@ -619,11 +634,17 @@ class Pluggable
     // Load pluggable file
     ::dfi::common::load(m_plug.path().absolute());
 
-    // Execute pluggable's loader
-    const std::string s{
+    // Prepare pluggable entry
+    const std::string entry{
         "dfi::" + m_plug.space().outer() + "::" + m_plug.space().inner()
         + "::" + m_plug.space().entry()};
-    ::dfi::common::line(s + "::load(\"" + m_plug.args().load() + "\")");
+
+    // Allow quotations in loader argument
+    std::stringstream arg;
+    arg << std::quoted(m_plug.args().load());
+
+    // Execute pluggable's loader
+    ::dfi::common::line(entry + "::load(" + arg.str() + ")");
 
     return *this;
   }
@@ -634,11 +655,17 @@ class Pluggable
   //! \since docker-finance 1.1.0
   const auto& unload() const
   {
-    // Execute pluggable's unloader
-    const std::string s{
+    // Prepare pluggable entry
+    const std::string entry{
         "dfi::" + m_plug.space().outer() + "::" + m_plug.space().inner()
         + "::" + m_plug.space().entry()};
-    ::dfi::common::line(s + "::unload(\"" + m_plug.args().unload() + "\")");
+
+    // Allow quotations in unloader argument
+    std::stringstream arg;
+    arg << std::quoted(m_plug.args().unload());
+
+    // Execute pluggable's unloader
+    ::dfi::common::line(entry + "::unload(" + arg.str() + ")");
 
     // Unload pluggable file
     ::dfi::common::unload(m_plug.path().absolute());

container/src/root/plugin/common/utility.hh

@@ -141,7 +141,7 @@ class Plugin final
 //!
 //!   Will load:
 //!
-//!       ${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc
+//!       ${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc
 //!
 //!   and pass `using bar = char; bar b;` to the plugin's loader (plugin-implementation defined).
 //!
@@ -178,12 +178,12 @@ void load(const common::PluginPath& path, const common::PluginArgs& args)
 //!   Will load:
 //!
 //!       `${DOCKER_FINANCE_CONTAINER_REPO}/plugins/root/example/example.cc`\n
-//!       `${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc`
+//!       `${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc`
 //!
 //!   And pass plugin-implementation defined auto-loader arguments:
 //!
 //!       `using foo = int; foo f;` for `${DOCKER_FINANCE_CONTAINER_REPO}/plugins/root/example/example.cc`\n
-//!       `using bar = char; bar b;` for `${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc`
+//!       `using bar = char; bar b;` for `${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc`
 //!
 //! \warning
 //!   To utilize plugin auto-(un)loader functionality, the plugin's parent directory *MUST* align with the plugin's namespace\n
@@ -228,7 +228,7 @@ void load(
 //!
 //!   Will load:
 //!
-//!       ${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc
+//!       ${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc
 //!
 //!   and pass `using bar = char; bar b;` to the plugin's loader (plugin-implementation defined).
 //!
@@ -260,7 +260,7 @@ void load(const std::string& path, const std::string& arg = {})
 //!   Will load both:
 //!
 //!       ${DOCKER_FINANCE_CONTAINER_REPO}/plugins/root/example/example.cc\n
-//!       ${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc
+//!       ${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc
 //!
 //! \warning
 //!   To utilize plugin auto-(un)loader functionality, the plugin's parent directory *MUST* align with the plugin's namespace\n
@@ -306,7 +306,7 @@ void load(const std::initializer_list<std::string>& paths)
 //!
 //!   Will unload:
 //!
-//!     &emsp; ${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc
+//!     &emsp; ${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc
 //!
 //!   and pass `using bar = char; bar b;` to the plugin's unloader (plugin-implementation defined).
 //!
@@ -343,12 +343,12 @@ void unload(const common::PluginPath& path, const common::PluginArgs& args)
 //!   Will unload:
 //!
 //!     &emsp; `${DOCKER_FINANCE_CONTAINER_REPO}/plugins/root/example/example.cc`\n
-//!     &emsp; `${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc`
+//!     &emsp; `${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc`
 //!
 //!   And pass plugin-implementation defined auto-unloader arguments:
 //!
 //!     &emsp; `using foo = int; foo f;` for `${DOCKER_FINANCE_CONTAINER_REPO}/plugins/root/example/example.cc`\n
-//!     &emsp; `using bar = char; bar b;` for `${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc`
+//!     &emsp; `using bar = char; bar b;` for `${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc`
 //!
 //! \warning
 //!   To utilize plugin auto-(un)loader functionality, the plugin's parent directory *MUST* align with the plugin's namespace\n
@@ -393,7 +393,7 @@ void unload(
 //!
 //!   Will unload:
 //!
-//!     &emsp; ${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc
+//!     &emsp; ${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc
 //!
 //!   and pass `using bar = char; bar b;` to the plugin's unloader (plugin-implementation defined).
 //!
@@ -425,7 +425,7 @@ void unload(const std::string& path, const std::string& arg = {})
 //!   Will unload both:
 //!
 //!     &emsp; ${DOCKER_FINANCE_CONTAINER_REPO}/plugins/root/example/example.cc\n
-//!     &emsp; ${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc
+//!     &emsp; ${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc
 //!
 //! \warning
 //!   To utilize plugin auto-(un)loader functionality, the plugin's parent directory *MUST* align with the plugin's namespace\n
@@ -497,12 +497,12 @@ void reload(const common::PluginPath& path, const common::PluginArgs& args)
 //!   Will reload:
 //!
 //!     &emsp; `${DOCKER_FINANCE_CONTAINER_REPO}/plugins/root/example/example.cc`\n
-//!     &emsp; `${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc`
+//!     &emsp; `${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc`
 //!
 //!   And pass plugin-implementation defined auto-loader arguments:
 //!
 //!     &emsp; `using foo = int; foo f;` for `${DOCKER_FINANCE_CONTAINER_REPO}/plugins/root/example/example.cc`\n
-//!     &emsp; `using bar = char; bar b;` for `${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc`
+//!     &emsp; `using bar = char; bar b;` for `${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc`
 //!
 //! \warning
 //!   To utilize plugin auto-(un)loader functionality, the plugin's parent directory *MUST* align with the plugin's namespace\n
@@ -547,7 +547,7 @@ void reload(
 //!
 //!   Will reload:
 //!
-//!     &emsp; ${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc
+//!     &emsp; ${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc
 //!
 //!   and pass `using bar = char; bar b;` to the plugin's auto-unloader (plugin-implementation defined).
 //!
@@ -581,7 +581,7 @@ void reload(
 //!   Will reload both:
 //!
 //!     &emsp; ${DOCKER_FINANCE_CONTAINER_REPO}/plugins/root/example/example.cc\n
-//!     &emsp; ${DOCKER_FINANCE_CLIENT_PLUGINS}/root/example/example.cc
+//!     &emsp; ${DOCKER_FINANCE_CONTAINER_PLUGINS}/root/example/example.cc
 //!
 //! \warning
 //!   To utilize plugin auto-(un)loader functionality, the plugin's parent directory *MUST* align with the plugin's namespace\n

container/src/root/test/unit/utility.hh

@@ -341,6 +341,12 @@ TEST_F(CommonFree, exec)
   ASSERT_EQ(common::exec("pwd"), 0);
 }
 
+TEST_F(CommonFree, exit)
+{
+  // NOTE: no-op (or else entire framework exits).
+  // Execution is covered in functional tests (gitea workflow).
+}
+
 TEST_F(CommonFree, make_timestamp)
 {
   ASSERT_EQ(common::make_timestamp().size(), 20);