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docker-finance/CHANGELOG.md

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[//]: # (docker-finance | modern accounting for the power-user)
[//]: # ()
[//]: # (Copyright [C] 2024 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/>.)
# Changelog (`docker-finance`)
## 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](README.md#installation)
#### 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](https://gitea.com/EvergreenCrypto/docker-finance/pulls/124))
---
### 🧠 Contributors
- Aaron Fiore
### 🛠️ Fixes / Updates
#### Repo
- CHANGELOG.md ([#126](https://gitea.com/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))
* 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))
* 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))
* 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))
* 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))
* 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))
* Bump to 1.9.8
- Change 'modules' to 'topics'
#### Container
- Capital One (bank) ([#124](https://gitea.com/EvergreenCrypto/docker-finance/pulls/124))
* Add interest income
- `fetch` fixes ([#102](https://gitea.com/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
### ☀️ Features / Enhancements
#### 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 `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))
### 🌴 Misc / Other
#### Client
- `lib_docker` ([#125](https://gitea.com/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))
## 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](https://gitea.com/EvergreenCrypto/docker-finance/pulls/57))
- Various updates/fixes ([#98](https://gitea.com/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))
#### 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))
- 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))
- 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))
- 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))
- Electrum
- Various additions to `rules` ([#43](https://gitea.com/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))
- 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))
- Ledger (Live)
- **Breaking:** Upstream column addition ([#73](https://gitea.com/EvergreenCrypto/docker-finance/pulls/73)) ([#93](https://gitea.com/EvergreenCrypto/docker-finance/pulls/93))
- `lib_edit`
- Fix returns, clearer fatal errors ([#81](https://gitea.com/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))
### ☀️ 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))
#### 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))
- 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))
#### 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))
#### 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))
- `price`
- **Breaking:** Add support for multiple crypto aggregator-APIs ([#60](https://gitea.com/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))
### 🌴 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))
#### 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))
## 1.0.0-beta - 2024-03-04
Initial pre-release
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