12 Commits

Author SHA1 Message Date
246e86902a Merge pull request #14 into master
0efc6d8 markdown: bump docker-finance to v1.3.0 (Aaron Fiore)
2026-02-27 13:18:21 -08:00
0efc6d835f markdown: bump docker-finance to v1.3.0 2026-02-26 13:53:14 -08:00
79180f211d Merge pull request #13 into master
01c45cf assets/markdown: plugins: add bitcoin documentation (Aaron Fiore)
06cf912 markdown: plugins: update documentation (Aaron Fiore)
f3952ba markdown: move plugins documentation (Aaron Fiore)
2026-02-26 11:24:24 -08:00
01c45cf7be assets/markdown: plugins: add bitcoin documentation 2026-02-26 11:17:45 -08:00
06cf91270c markdown: plugins: update documentation 2026-02-25 15:53:45 -08:00
f3952ba559 markdown: move plugins documentation 2026-02-25 10:21:25 -08:00
24c53195d6 Merge pull request #12 into master
738438c markdown: update Caveats & Oddities headers (for links) (Aaron Fiore)
2026-02-25 10:19:52 -08:00
738438c6c1 markdown: update Caveats & Oddities headers (for links) 2026-02-25 10:19:06 -08:00
7d32ccfde3 Merge pull request #11 into master
6a85ff0 markdown: Installation: add client-install demo (Aaron Fiore)
996bad2 assets: examples: web: add client-install demo (Aaron Fiore)
2026-02-25 10:17:54 -08:00
6a85ff049a markdown: Installation: add client-install demo 2026-02-24 14:56:29 -08:00
996bad2988 assets: examples: web: add client-install demo 2026-02-24 14:43:20 -08:00
59ec09c1a0 Merge pull request #10 into master
1505ed7 markdown: Installation: update repo prep/clone (Aaron Fiore)
2026-02-19 12:53:45 -08:00
7 changed files with 160 additions and 26 deletions

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@@ -51,24 +51,7 @@ When developing non-code documentation, please work with the [dfi-docs](https://
#### Plugins
Plugins allow you to use docker-finance public APIs, libraries and environment (client and/or container) to meet your unique needs. These plugins are categorical; as in, there are client-side ("custom") plugins and repository ("repo") plugins. Additionally, there are subcategories such as `docker`, `finance` and `root` (respective to their modules).
Client-side custom plugins allow you to drop-in any code that you write and keep them locally. Repository plugins are plugins that remain within the repository and will require a pull request for any changes to be made. Client-side custom plugins can be used for either client or container modules (see directory layout).
Upon client `gen`, a client-side directory layout is generated. This layout consists of:
- `${DOCKER_FINANCE_CLIENT_PLUGINS}/client/docker`
- Custom plugins that function only client-side (`lib_docker`)
- `${DOCKER_FINANCE_CLIENT_PLUGINS}/container/{finance,root}`
- Custom plugins that function only container-side (`lib_finance`, `root`)
**WARNING: don't change the parent client-side directory layout** (although, you can add subdirectories):
- e.g., `${DOCKER_FINANCE_CLIENT_PLUGINS}/container/finance/my_experimental_plugins/{file1.ext,file2.ext}`
This client-side "custom" layout somewhat mirrors the repository's plugins layout (see [`client/plugins`](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/plugins) and [`container/plugins`](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/container/plugins)).
For more information, see the example plugins and help usage of each module, e.g.; `plugins help` or `help()`.
> Note: for custom plugins within directory `docker` and `finance` that utilize the shell, any language can be used so long as the file is executable, reads the shell environment and can initiailize their respective libraries (`lib_docker`, `lib_finance`).
Primary plugin documentation can be found [here](How-do-I-use-it.md#plugins). Technically speaking, you can write custom plugins and never need to merge with the repository but if you feel that the plugin(s) would be beneficial to the public, add testcases and send everything with a [pull request](#pull-request).
#### Pull Request

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@@ -1,7 +1,7 @@
[//]: # (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 @@ To get started, you'll only need a modern Linux client (host) with a working Doc
### Installation
docker-finance *should* work out-of-the-box on any modern Linux system. For example, if your client (host) is Ubuntu, the default installation of `coreutils`, `shells` and `utils` that came with your system will satisfy requirements. However, you'll still need to manually install Docker (see below).
`dfi` *should* work out-of-the-box on any modern Linux system. For example, if your client (host) is Ubuntu, the default installation of `coreutils`, `shells` and `utils` that came with your system will satisfy requirements. However, you'll still need to manually install Docker (see below).
> Watch this [example demo](../assets/examples/webm/client-install.webm) for a quick showcase of the below instructions (using a development test profile)
1. Install required dependencies:
@@ -62,7 +64,7 @@ docker-finance *should* work out-of-the-box on any modern Linux system. For exam
```bash
# NOTE: you can change the domain to `gitea.com`, as this repository is also mirrored there
if hash git &>/dev/null; then
if ! git clone --depth=1 https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance docker-finance/repo -b v1.2.0; then
if ! git clone --depth=1 https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance docker-finance/repo -b v1.3.0; then
echo "FATAL: docker-finance repo not cloned" >&2
fi
else

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@@ -1,7 +1,7 @@
[//]: # (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)
@@ -21,6 +21,7 @@
- **[How do I use it?](#how-do-i-use-it)**
* [Mostly-Unified CLI](#mostly-unified-cli)
* [Flow Layout](#flow-layout)
* [Plugins](#plugins)
* [Caveats & Oddities](#caveats--oddities)
## How do I use it?
@@ -167,17 +168,165 @@ All `times` related files will reside in `${DOCKER_FINANCE_CONTAINER_FLOW}/times
See the container `times help` command for details.
### Plugins
Plugins (pluggables) allow you to leverage `dfi` client/container APIs, libraries and environments to meet your unique needs.
Checkout this two-part client/container set of [Bitcoin plugins](#plugins-bitcoin) to see how all APIs/libraries/environments can work together in unison.
For more information and other examples, see some of the various existing plugins (pluggables) and respective help usage, i.e.;
- Client-side (host): `dfi <platform/user:tag> plugins help`
- Container-side: `dfi <profile/subprofile> plugins help`
- Within `root` interpreter: `dfi::help()`
#### Plugins: Layout
Plugins are categorical:
1. Repository (`repo`) plugins
- These plugins remain within the repository and will require a pull request for any changes to be made to them.
2. End-user (`custom`) plugins
- These plugins remain on your client (host) and are bind-mounted to your container; allowing you to drop-in any code that you write while keeping them local and private.
Within these categories are subcategories where plugins exist either client-side (host) or container-side; meaning, they rely upon (or operate within) their respective client/container APIs/libraries/environments:
1. `client` | *Tends to operate only client-side (host) but can also utilize a container*
- `docker` | *Operates **only** from the `bash` shell*
* Called client-side with `dfi <platform/user:tag> plugins`
* Can be any language so long as:
- The file is executable by the shell
- The plugin reads the shell environment
- The plugin initializes the respective library (`lib_docker`)
2. `container` | *Operates **only** within the container*
- `finance` | *Operates **only** from the `bash` shell*
* Called container-side with `dfi <profile/subprofile> plugins`
* Can be any language so long as:
- The file is executable by the shell
- The plugin reads the shell environment
- The plugin initializes the respective library (`lib_finance`)
- `root` | *Operates **only** within the `root` interpreter*
* Called container-side by either two different ways:
- Within a running `dfi <profile/subprofile> root` instance:
* `dfi::plugin::load("repo/a_repo_plugin/plugin.cc")`
* `dfi::plugin::load("custom/my_custom_plugin/plugin.cc")`
- With the `dfi <profile/subprofile> root plugins` command
* Use tab completion to see available plugins (pluggables)
* Can only be languages supported by the interpreter (C/C++)
To mirror these categories, a client-side `custom` plugin directory layout is generated upon `dfi <platform/user:tag> gen`. This layout consists of:
1. `${DOCKER_FINANCE_CLIENT_PLUGINS}/client/docker`
- This path remains client-side only (not bind-mounted)
- This layout mirrors `repo` plugins [`client/plugins`](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/plugins)
2. `${DOCKER_FINANCE_CLIENT_PLUGINS}/container/{finance,root}`
- The container directory is bind-mounted to `DOCKER_FINANCE_CONTAINER_PLUGINS`
- This layout mirrors `repo` plugins [`container/plugins`](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/container/plugins)
**WARNING: don't change the above expected layout!** However, you can add subdirectories, e.g.;
- `${DOCKER_FINANCE_CLIENT_PLUGINS}/client/docker/my_docker_plugins/plugin.bash`
- `${DOCKER_FINANCE_CLIENT_PLUGINS}/container/finance/my_finance_plugins/plugin.bash`
- `${DOCKER_FINANCE_CLIENT_PLUGINS}/container/root/my_plugin/my_plugin.cc`
* NOTE: `root` pluggable auto-(un)loading requires a parent directory as the callable namespace (and more)
- See docs for details: `dfi dev-tools/${USER}:default doxygen gen`
#### Plugins: Bitcoin
`dfi`'s bitcoin plugin is a two-part client/container set of plugins that gives you direct access to bitcoin's libbitcoinkernel (and related headers/symbols).
The following demo assumes that you'll be using a fresh setup and that you've at least satisfied the required dependencies in [Installation](How-do-I-get-started.md#installation) (Docker Engine/Compose/Buildx, Bash, Git).
If you're a first-time user and/or developer who simply wants a quickstart, run the following before proceeding:
```bash
git clone --depth=1 https://gitea.com/EvergreenCrypto/docker-finance docker-finance/repo
./docker-finance/repo/client/install.bash && source ~/.bashrc
dfi archlinux/${USER}:default gen all=all profile=testprofile/testuser confirm=no dev=on
```
##### Plugins: Bitcoin: Client
Here, we prepare client-side dependencies and build everything needed for the container-side plugin:
<video src="../assets/examples/webm/client-plugins-bitcoin.webm" controls></video>
Shell 1:
```bash
# NOTE: editing will only be required once (unless you `gen type=build` in the future)
dfi archlinux/${USER}:default edit type=build
dfi archlinux/${USER}:default build type=default
```
Shell 2:
```bash
dfi archlinux/${USER}:default up
```
Shell 1:
```bash
dfi archlinux/${USER}:default plugins repo/bitcoin.bash get
dfi archlinux/${USER}:default plugins repo/bitcoin.bash build
```
##### Plugins: Bitcoin: Container
Here, we see the multiple ways the container-side plugin can be loaded and also test its functionality:
<video src="../assets/examples/webm/container-root-plugins-bitcoin_cli.webm" controls></video>
Shell 2 (or open a new shell into container, as seen in the demo):
```bash
dfi testprofile/testuser root
```
Within `root` interpreter:
```cpp
// NOTE:
// - The demo shows `btck` tab completion (which can't be put here)
// - semicolons are not needed, since the following is executed per line
GetRandHash()
dfi::plugin::load("repo/bitcoin/bitcoin.cc")
GetRandHash()
dfi::macro::load("repo/test/unit.C", "Random*")
.quit
```
Shell 2:
```bash
BENCHMARK_FILTER="^Random" dfi testprofile/testuser root plugins/repo/bitcoin/bitcoin.cc 'dfi::macro::load(\"repo/test/benchmark.C\"); dfi::common::exit(0);'
dfi testprofile/testuser root plugins/repo/bitcoin/bitcoin.cc 'dfi::macro::load(\"repo/web/server.C\")'
```
##### Plugins: Bitcoin: Web browser
Here, we see a real-world visualization of what the container-side plugin can produce. In this example, with the plugin previously loaded (as seen above), we sample bitcoin's RNG:
<video src="../assets/examples/webm/container-root-plugins-bitcoin_web.webm" controls></video>
- Open browser to `http://127.0.0.1:8080`
* Default port can be changed with client-side command: `dfi archlinux/${USER}:default edit type=env`
- Click `rng_sample` -> Enter sample amount
- Click `reload`
### Caveats & Oddities
#### Flow Layout
#### Caveats & Oddities: Flow
Your `flow` directory will contain a symlink called `src` which links to code that processes your data. **Do not delete this symlink**.
##### *Prices*
##### Caveats & Oddities: Flow: Prices
Before you try to infer market prices, be sure to fetch prices *before* you do your first import (or first import of the year). If you do not fetch, the prices journal will **not** be included within the import and, if you have a previous year of prices, **you will unwittingly infer against that previous year instead of your expected year!**
##### *Accounts: Trezor*
##### Caveats & Oddities: Flow: Accounts: Trezor
In the "Trezor Suite" app, change your wallet name to your subaccount(s). For example, to delineate between your Trezor One from several Trezor T devices, and to delineate between their separate wallets *within* every device, follow these steps:
@@ -194,7 +343,7 @@ docker-finance relies on `Amount unit` within the file for the actual symbol/cur
1. This allows you to maintain device continuity by reusing wallet names for different currencies.
2. This allows you to export, in the future, to the correct file from the associated hardware wallet because each hardware wallet exports its own unique CSV.
#### Taxes
##### Caveats & Oddities: Flow: Taxes
- If you have a wallets designated for `SPEND`ing/`GIFT`ing or `INCOME`, you can use custom rules to mark all outgoing/incoming transactions as such (ex., using tags `taxed_as:SPEND`/`taxed_as:GIFT`/`taxed_as:INCOME`/etc.). See implementation for details.
- **WARNING**: *all* `GIFTIN` cost-basis must be manually entered from the corresponding `GIFT` results/calculations (as gifted from another).