AaronFiore/docker-finance
1
0
Fork 0
forked from EvergreenCrypto/docker-finance
Code Activity
Files
f11c13935914cdb6e88e6c95ebf69ded6f2d6a6a
docker-finance/CHANGELOG.md
Aaron Fiore 12e6d13939 CHANGELOG: add 1.0.0
2025-10-30 16:46:18 -07:00

34 KiB
Raw Blame History

Changelog (docker-finance)

1.0.0 - 2025-10-31

🎉 Happy 1.0.0 release

1.0.0 - Fixes

  • client: linter: fix finding .clang-format (#219)
  • container: fetch: fix wording to reflect impl (#212)
  • container: taxes: fixes for 'all' years arg parsing and printing, don't attempt to patch non-existent taxable events (#230)
  • ⚠️ container: hledger-flow: electrum: add lightning, backwards compat (#227)
    • electrum lightning support is a WIP and, as a result, so is the support here (see #233)
  • container: plugins: root: fix example3()'s shell (#229)

1.0.0 - Features

  • client: add update feature (#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)
    • 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)
    • Any end-user expectations (custom plugins, etc.) should be adjusted, if needed
  • client: linter: allow custom C++ plugins to also be linted/formatted (#211)
  • container: taxes/reports: optimize writes by forking (#221) (#223)
    • Decreases real time in multicore container environments
  • 🚨container: hledger-flow: ethereum-based: compound: add internal swapping when supplying/withdrawing (#228)
    • MUST re-import from oldest applicable year
    • MUST re-taxes for all applicable years
  • 🚨container: hledger-flow: finish uniform fiat subaccounts (#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)
    • MUST re-import from oldest applicable year
    • MUST re-report for all applicable years
  • 🚨container: hledger-flow: vultr: add credits support (#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)
  • client: Dockerfiles: remote: hledger-suite: bump to latest hledger/hledger-flow/hledger-iadd (#216) (#220)
    • Also updates hledger-suite Dockerfile build process
  • repo: gitea: template: update bug template (#234)
  • repo: migrate all docs and related assets to 'dfi-docs' repository, update README (#232)
    • All non-code documentation has been moved to the dfi-docs repository
  • repo: remove deprecated donation funding images (#224)

1.0.0 - Refactoring

  • ⚠️Potentially Breaking: client/container: migrate from xsv to xan (#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)
    • 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)
  • container: php general refactoring (#208) (#209)
    • Removes deprecations (since PHP 8.4) and linter errors

1.0.0 - Contributors

  • Aaron Fiore

1.0.0-rc.3 - 2025-08-12

⚠️ Breaking changes for this release candidate ⚠️

  • Breaking: support non-alpha characters (currency) for all applicable accounts (#202) (#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-imported
    • 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)

    • MUST use new fetch config API format and API key (see #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)

    • 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)

    • 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)

  • Fix/enhance client usage handling (#207)

  • Fix client completion for when Docker is not found (#192)

  • Fix permission denied for visidata (change visidata default dir) (#198)

  • Fix description-like information with '%' character which breaks import in some cases (#204)

  • Add more hledger commands to container completion (#194)

  • Bump hledger to latest releases (#193) (#195) (#196) (#197)

🧠 Contributors

  • Aaron Fiore

1.0.0-rc.2 - 2025-04-08

⚠️ Breaking changes for this release candidate ⚠️

Client

🚨 For the finance image:

  • ❗MUST re-run build command
    • Updates to hledger-suite will always require you to re-build your image

Container

🚨 For BTCPay Server account:

  • ❗MUST export only v2 reports

    • See (#181) for details

  • ❗MUST re-run import command

    • Run import starting from oldest applicable year

  • ❗MUST re-run taxes command

    • Run taxes all=all for all applicable years

🚨 For Coinbase account:

  • ❗MUST re-run edit type=fetch command
    • Update your CDP key (legacy key support has been removed)

🧠 Contributors

  • Aaron Fiore

🛠️ Fixes / Updates

Client

Dockerfiles
  • hledger-suite (#184) (#185)
    • Bump hledger to 1.42.1
docker-finance.d (configurations)
  • Update Coinbase CDP key, remove unused YAML keys (#176) (#177)
src/docker
  • Only allocate TTY when needed (with run command) (#187)

Container

src/finance
  • fetch
    • Isolate given year when fetching prices with mobula API (#188)

☀️ Features / Enhancements

Repo

  • Add prelim dfi logo (#189)

Container

src/finance
  • lib_taxes
    • Optimize record printing, add checks and logging (#179)
src/hledger-flow

  • lib_preprocess

    • Allow testing of single / multiple columns (#180)

  • BTCPay Server

    • Add prelim support for v2 reports (#181)
    • Add taxed_as INCOME tag, add local timezone support (#183)

  • Ethereum-based

    • Add COMP rewards (#178)
    • Add DeFi swapper tag (#182)
    • Add to Ethereum spam rules (#186)

  • Ledger

    • Skip COMP token (handled by ethereum-based fetch) (#178)

🌴 Misc / Other

Container

src/finance
  • lib_taxes
    • Some refactoring (#179)
src/hledger-flow
  • lib_preprocess
    • Symlink to finance's lib_utils (#180)

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

View Git Blame Copy Permalink