AaronFiore/docker-finance
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Changelog (docker-finance)

1.0.0-rc.1 - 2025-01-23

⚠️ Breaking changes for this release candidate ⚠️

Tip: when in doubt, regenerate your entire setup. Your environment and accounts will be backed up in the process.

Repo

🚨 For installation:

  • ❗ MUST re-run the installation procedure in README.md
    • Reinstall on a freshly pruned system
      • Remove all previous docker-finance related images, clean cache

Client

🚨 For all environments and applicable configurations:

  • ❗MUST re-run gen command

    • Run with arg type=env
      • MUST manually copy over your previous settings (except for DOCKER_FINANCE_DEBUG)

  • ❗SHOULD re-run gen command

    • Run with args type=flow,superscript config=subscript,hledger,fetch confirm=off
      • MUST manually copy over your previous settings

Container

🚨 For coinbase account:

  • ❗MUST re-run fetch command
    • Run fetch account=coinbase for all applicable years
    • Run fetch all=price for all applicable years

🚨 For all accounts and subaccounts:

  • ❗MUST re-run import command

    • Run import starting from oldest available year
      • MUST update any custom rules or manual entries to reflect subaccount/network changes

  • ❗MUST re-run taxes command

    • Run taxes all=all for all applicable years

🧠 Contributors

  • Aaron Fiore

🛠️ Fixes / Updates

Repo

README
  • Fix 'dev-tools' build instructions, misc updates (#171)

Client

Dockerfiles
  • Version updates for hledger-suite image (#156)
    • Bump hledger to 1.41
    • Change resolver for hledger-iadd
docker-finance.d (configurations)
  • Add Coinomi example to fetch (#170)
src/docker
  • Fix typo in usage help (#158)

Container

src/finance

  • lib_hledger

    • Remove -w arg to hledger-ui (#157)

  • lib_fetch

    • Fix price parsing (#130)
    • Fix Tor plugin (proxychains) check (#142)
src/hledger-flow

  • BlockFi / Ledger / Trezor

    • Fix fees subaccount ordering (#165)

  • Electrum

    • Fix calculating 'No Data' (#138)

  • Capital One (bank)

    • Fix direction (#132)

  • Coinbase

  • Coinbase Pro

    • Fix default account2 for sells (#166)
src/finance | src/hledger-flow
  • Breaking: Add compliance for IRS Rev. Proc. 2024-28 (#163) (#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)
    • Bittrex
    • Celsius
    • Coinbase Pro

☀️ Features / Enhancements

Repo

README
  • Add support for NonFi, fix TradFi anchor tag (#141)
  • Add docker-finance logo, update README (#159)

Client

docker-finance.d (configurations)
  • Add filters for .in files to produce less cluttered default configs (#147)
  • Rewrite profile default subscript (#148)
src/docker
  • Enable linting of client-side (host) plugins (#136)

Container

src/finance

  • completion

    • Add hledger commands (#139)

  • edit

    • Add 'subscript' option (#146)
    • Add hledger add command (#152)

  • fetch

    • Add debug logging to Gemini (#153)

  • plugins

    • finance: timew_to_timeclock: print all tags (#133)
src/hledger-flow

  • Algorand

    • Add to Governance Rewards (#135)
    • Add to spam rules (#161)

  • Electrum

    • Use transaction label for tax memo (#168)

  • ethereum-based

    • Add to Ethereum spam rules (#162)
    • Add to Polygon spam rules (#167)

  • Ledger

    • Add more compound tokens (#164)

  • Vultr

Client / Container

  • Breaking: Complete build overhaul, build optimizations (#143)

    • Creates a separation of concerns for 'local' and 'remote' building
    • Adds remote image 'hledger-suite'
      • Provides the latest versions of all hledger related binaries
      • No longer relies on package maintainers / out-dated packages
    • Adds remote image 'docker-finance'
      • Provides base image for 'finance' and 'dev-tools' images
    • Removes previous hledger related build modules
      • Removes building any hledger related binaries locally
    • Removes 'experimental' build
      • End-user can use local custom Dockerfile and/or custom tag instead
    • Updates the 'default' | 'slim' | 'tiny' | 'micro' build types
      • Refactors build type requirements into separate build modules
    • Huge optimizations
      • Vastly improves build times
        • ~60% faster w/ a fresh build
        • ~60%-90% faster rebuild (depending on image type)
      • Vastly improves image sizes
        • e.g., 'default' Arch Linux image size is ~50% smaller
    • Cleanup and clarify default generated custom Dockerfiles

  • Breaking: Complete gen overhaul, gen improvements (#144)

    • New gen arguments (see gen help)
    • subprofile.bash is now subscript.bash
      • Changes filename within superscript source
        • MUST run client (host) command edit type=superscript and edit manually
      • Changes actual filename within subprofile's docker-finance.d
        • MUST manually rename the subprofile's script file from subprofile.bash to subscript.bash

  • Breaking: Implement debug log-levels (#149)

  • completion

    • plugins enhancements (#155)

  • plugins

    • Allow path depth when loading plugins (#134)

  • Refactoring/enhancements related to hledger (#145)

🌴 Misc / Other

Client

Dockerfiles
  • Optimize by moving useradd (#128)
docker-finance.d (configurations)
  • Remove base cmd from subscript (#150)
src/docker

  • lib_gen

    • Refactor profile variables (#154)

  • lib_linter

    • Return function on compose down (#131)

Container

Client/Container

  • Refactor global basename (#160)

1.0.0-beta.3 - 2024-08-20

⚠️ Breaking changes for this pre-release ⚠️

Repo

❗ For installation:

  • 🚨 MUST re-run the installation procedure in README.md

Client

❗ For client-side environment:

  • 🚨 MUST re-run gen command

    • Regenerate client env and Dockerfile (select 'Y' to all): 
      ├─ Client-side environment found, backup then generate new one? [Y/n]
│  └─ Edit (new) environment now? [Y/n]
│
├─ Custom (optional) Dockerfile found, backup then generate new one? [Y/n]
│  └─ Edit (new) custom Dockerfile now? [Y/n]
    • Regenerate client/container (select 'Y' to all):
      • Superscript: 
        │  ├─ Generate (or update) joint client/container shell script (superscript)? [Y/n]
│  │  └─ Edit (new) superscript now? [Y/n]
      • Subprofile shell script: 
        │  ├─ Generate (or update) container flow configs and/or accounts? [Y/n]
│  │  │
│  │  ├─ Generate (or update) subprofile's shell script? [Y/n]
    • Take note of the updated default environment
      • Default directory 'hledger-flow' is now 'finance-flow'
      • Your client-side 'hledger-flow' directory can also be renamed

  • 🚨 MUST re-run build command

    1. Remove (rm) previous images
    2. Clean build cache (docker system prune)
    3. Re-run a fresh build of your docker-finance

Tip: when in doubt, regenerate your entire setup. Your environment and accounts will be backed up in the process.

Container

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)

🧠 Contributors

  • Aaron Fiore

🛠️ Fixes / Updates

Repo

Client

  • Bump manifest version to v1.0.0-beta.3 (#127)
  • Change environment defaults for DOCKER_FINANCE_*_FLOW (#114)
  • Dockerfiles updates (#121) (#123)
    • Add package yq (kislyuk's), remove shyaml
    • Remove pipx from Dockerfiles, replace with packaged csvkit
    • Comment all optional userspace packages
  • lib_gen (#108)
    • Refactor flow generation
    • Fix missing copy of default custom Dockerfile
  • Miscellaneous fixes (#106) (#107) (#115) (#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) (#105)
  • Update Doxygen (#113)
    • Bump to 1.9.8
      • Change 'modules' to 'topics'

Container

  • Capital One (bank) (#124)
    • Add interest income
  • fetch fixes (#102)
    • Throw errors with nested status
    • Catch unrecoverable CoinGecko error
      • Fix for when 'all' years are requested without paid-plan API key

☀️ Features / Enhancements

Client / Container

  • Add bash completion (#103) (#112)
  • Add plugins support (#109) (#111) (#118) (#120) (#122)
    • Add plugins command
    • Add documentation, examples
    • Add proxychains-ng / Tor plugin
    • Add timewarrior to hledger timeclock plugin
  • Add times command (timewarrior) (#110)

🌴 Misc / Other

Client

  • lib_docker (#125)
    • Add tag to container name
    • Remove platform from network name

Client / Container

  • Refactor to use yq (kislyuk's), remove shyaml (#121)
  • Set xtrace if debug is enabled (#116)

1.0.0-beta.2 - 2024-07-30

⚠️ Breaking changes for this pre-release ⚠️

Client

❗ For all environments and applicable configurations:

  • 🚨 MUST re-run gen command

Container

❗ For all applicable accounts and subaccounts:

  • 🚨 MUST re-run fetch command
    • Remove your previously fetched 1-in files prior to re-fetching
    • Run fetch for all applicable years
  • 🚨 MUST re-run import command
    • Prior to re-importing, remove your previously imported 2-preprocessed and 3-journal directories
    • Run import starting from oldest applicable year
  • 🚨 MUST re-run taxes command
    • Run taxes for all applicable years

Tip: when in doubt, regenerate your entire setup. Your environment and accounts will be backed up in the process.

🧠 Contributors

  • Aaron Fiore

🛠️ Fixes / Updates

Repo

  • README.md
    • Update keyserver for repo verification (#57)
    • Various updates/fixes (#98)

Client

  • Dockerfiles fixes related to import (coinbase/coinbase-pro) and Ubuntu-based build (#58)
  • Resolve Dockerfiles apt CLI warning (#82)
  • Append subprofile source to superscript before generating (#87)
  • Rewrite/fix global env gen, optimize/refactor repository path, usage update (#90) (#92) (#97)

Container

  • Algorand
    • Add more income (Governance Rewards and spam) to rules (#46) (#54)
  • Ally
    • 'Description' fixes (preprocess) (#53)
    • Various additions to rules (#53)
  • Capital One
    • Breaking: Upstream column-order changes (#80) (#93)
  • Coinbase
    • Breaking: SIWC API (V2) compliance (#49) (#50) (#63)
    • Breaking: Full migration to CCXT (#75)
    • Add 1INCH support (#56)
  • Electrum
    • Various additions to rules (#43)
  • Ethereum-based
    • Add Aave V2 -> V3 Migration Helper support (#45)
    • Add spam to rules (#45) (#55) (#91)
  • Gemini (Exchange)
    • Allow optional on-chain transfers (#52)
    • Add 1INCH support (#56)
  • Ledger (Live)
    • Breaking: Upstream column addition (#73) (#93)
  • lib_edit
    • Fix returns, clearer fatal errors (#81)
  • lib_taxes / hledger-flow
    • Breaking: Cost-basis work-arounds for Bitcoin.tax (#96)

☀️ Features / Enhancements

Repo

Client

  • Add build option types and build-specific features (#68) (#70) (#79) (#85) (#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) (#83)
  • Breaking: Add custom Dockerfile support (#67) (#97)
  • Breaking: New internal versioning implementation (#84) (#88) (#100)

Client / Container

  • hledger related enhancements, add alternative terminal UI (visidata) (#64)
  • Add hledger --conf support, future-proofing for hledger features (#78)

Container

  • hledger-flow
    • Add support for AdaLite (#40)
    • PayPal Business: catch 'Account Hold' (#47)
  • price
    • Breaking: Add support for multiple crypto aggregator-APIs (#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)
    • Macro reorg, refactor (#94)
    • Add crypto macros (Hash, Random) (#95)
    • Add support for multiple random number types (Random), update tests (#95)

🌴 Misc / Other

Client

  • Dockerfiles: remove obsolete 'version' element (#42)
  • lib_docker: factor out args parsers (#71)
  • lib_gen: return success on client generation (#76)

Container

  • hledger-flow: btcpayserver: preprocess: fix YYY comment typo (#44)
  • bash: lib_fetch: create prices dir if nonexistent (#101)
  • php: fetch: gemini: update to ccxt's latest request() signature | run linter (#62)

1.0.0-beta - 2024-03-04

Initial pre-release

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