9 Commits

Author SHA1 Message Date
dfa2185ed1 Merge pull request #8 into master
ef0c8a5 markdown: update repo domain to gitea.evergreencrypto.co (Aaron Fiore)
661c089 README: update repo domain to gitea.evergreencrypto.co (Aaron Fiore)
2026-02-10 16:39:33 -08:00
ef0c8a598d markdown: update repo domain to gitea.evergreencrypto.co 2026-02-10 15:56:08 -08:00
661c0892cb README: update repo domain to gitea.evergreencrypto.co 2026-02-10 15:56:00 -08:00
e46d9a4acc Merge pull request #7 into master
ea0673a markdown: contribute: add `gitea`/`act_runner` CI documentation (Aaron Fiore)
2026-02-04 12:41:56 -08:00
ea0673a1b3 markdown: contribute: add gitea/act_runner CI documentation 2026-02-04 12:14:35 -08:00
3629f51b61 Merge pull request #6 into master
613a027 markdown: contribute: change PHP standard to PSR-12 (Aaron Fiore)
2026-01-15 11:58:04 -08:00
613a027f92 markdown: contribute: change PHP standard to PSR-12 2026-01-15 11:48:07 -08:00
593df7e92b Merge pull request #5 into master
f12b92e markdown: contribute: add to C++ style guildeline (Aaron Fiore)
2026-01-12 13:07:31 -08:00
f12b92ebd8 markdown: contribute: add to C++ style guildeline
Google's "no throw / no exceptions" rule is highly personalized (to
Google) and does not apply here.
2025-11-20 14:47:33 -08:00
8 changed files with 183 additions and 23 deletions

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@@ -18,7 +18,7 @@
<div align="center">
[<img src="assets/branding/png/docker-finance.png" height=75% width=75% align="center" />](https://gitea.com/EvergreenCrypto/docker-finance "docker-finance")
[<img src="assets/branding/png/docker-finance.png" height=75% width=75% align="center" />](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance "docker-finance")
</div>

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@@ -16,7 +16,7 @@
[//]: # (You should have received a copy of the GNU General Public License)
[//]: # (along with this program. If not, see <https://www.gnu.org/licenses/>.)
# [<img src="../assets/branding/png/dfi.png" height=10% width=10% />](https://gitea.com/EvergreenCrypto/docker-finance "docker-finance")
# [<img src="../assets/branding/png/dfi.png" height=10% width=10% />](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance "docker-finance")
- **[How do I connect?](#how-do-i-connect)**
* [`#docker-finance:matrix.org`](#docker-financematrixorg)

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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)
@@ -16,7 +16,7 @@
[//]: # (You should have received a copy of the GNU General Public License)
[//]: # (along with this program. If not, see <https://www.gnu.org/licenses/>.)
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.com/EvergreenCrypto/docker-finance "docker-finance")
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance "docker-finance")
- **[How do I contribute?](#how-do-i-contribute)**
* [Donate](#donate)
@@ -34,7 +34,7 @@ Your input while using docker-finance is [valuable and appreciated](How-do-I-con
#### Dependencies
If you like docker-finance, please consider donating to the [wonderful projects](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.yaml) that it relies upon.
If you like docker-finance, please consider donating to the [wonderful projects](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.yaml) that it relies upon.
### Development
@@ -47,7 +47,7 @@ When developing with the [`finance` image](What-does-it-do.md#image-finance), yo
* Developer mockup CSVs can be found in the `mockup` directories within the hledger-flow section of the docker-finance repository
* Developer mockup CSVs will *intentionally* have multiple years within in a `1-in/year` directory in order to test for year parsing
When developing non-code documentation, please work with the [dfi-docs](https://gitea.com/EvergreenCrypto/dfi-docs) repository.
When developing non-code documentation, please work with the [dfi-docs](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs) repository.
#### Plugins
@@ -64,7 +64,7 @@ Upon client `gen`, a client-side directory layout is generated. This layout cons
**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.com/EvergreenCrypto/docker-finance/src/branch/master/client/plugins) and [`container/plugins`](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/container/plugins)).
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()`.
@@ -80,12 +80,172 @@ Before sending a pull request:
3. As for style guidelines, these are recommended:
- [Bash](https://google.github.io/styleguide/shellguide.html)
- [C++](https://google.github.io/styleguide/cppguide.html)
- [PHP](https://github.com/PHP-CS-Fixer/PHP-CS-Fixer/blob/master/doc/ruleSets/PhpCsFixer.rst)
* Ignore their rule for [no `throw`'ing / no `exceptions`](https://google.github.io/styleguide/cppguide.html#Exceptions)
- [PHP](https://github.com/PHP-CS-Fixer/PHP-CS-Fixer/blob/master/doc/ruleSets/PSR12.rst)
4. If you can, please document the code in Doxygen style where applicable and run `doxygen gen` to see your code documentation.
Any non-code documentation should go into the [dfi-docs](https://gitea.com/EvergreenCrypto/dfi-docs) repository.
Any non-code documentation should go into the [dfi-docs](https://gitea.evergreencrypto.co/EvergreenCrypto/dfi-docs) repository.
#### Notes
#### CI using self hosted `gitea` with `act_runner`
This documentation is intended for users who are not familiar with Docker, Gitea or its CI process.
🚨 **It's recommended to host these instances LOCALLY within a virtual machine (such as VirtualBox or QEMU)**
##### Minimum host requirements (guest VM)
- Arch Linux guest VM
* ~100 GiB disk space for entire VM
- Guest VM packages
* `docker` `docker-compose` `docker-buildx`
* `npm` (needed for `actions` e.g., `actions/checkout@v4` etc.)
* `act_runner`
* `vim` (needed for `dfi` client functional tests)
- Host/Guest port forwarding (such as VirtualBox NAT Port Forwarding)
* 3000 to 3000 (gitea web)
* 2345 to 2345 (gitea ssh)
* 2222 to 22 (VM/arch ssh)
* NOTE: if using VirtualBox, and guest uses DHCP, Guest IP will likely be 10.0.2.15
⚠️ All further documentation will assume the following:
- Deployments are entirely within the guest virtual machine (Arch Linux)
- For the `gitea` instance: the running user is a privileged non-root user who is a member of the `docker` group
##### Install host (guest VM) packages
```bash
sudo pacman -Syu --noconfirm docker docker-compose docker-buildx npm vim
```
##### Install `gitea`
1. Easily deploy gitea with a [rootless docker image](https://docs.gitea.com/installation/install-with-docker-rootless) with database (MySQL), and ensure the following in `docker-compose.yml`:
```yaml
ports:
- "3000:3000"
- "2345:2345"
```
2. After following Gitea's deployment instructions, in the current gitea directory, bring up the instance (not detached)
```bash
docker compose up
```
3. Visit `http://127.0.0.1:3000`
- Change ssh port to 2345 (accept all other defaults)
- Optional: for email registration, register a `@localhost.localdomain` user
4. Bring down instance
Press Ctrl+C if not detached (otherwise, `docker compose down`).
5. Run the following in the current existing gitea directory
```bash
sed -i 's:SSH_LISTEN_PORT = 2222:SSH_LISTEN_PORT = 2345:' config/app.ini
```
6. Bring instance back up
```bash
docker compose up -d
```
7. Setup `docker-finance` repository
- Visit `http://127.0.0.1:3000`, login and create the repository
- Push the `master` branch
##### Install `act_runner`
Returning back you the guest VM, run the following:
```bash
sudo pacman -Syu --noconfirm act_runner \
&& sudo usermod -aG docker act_runner
```
##### Prepare `act_runner` user
The `act_runner` package will create a system level user with shell `/usr/bin/nologin`. This is a standard security practice and usually should never be touched. However, because we are working entirely within a virutal machine, and we need the runner to run all functional tests as a regular user (a `dfi`-ism; and `act_runner` should not `su` into any other user), the following will be required.
⚠️ **If you're not using a VM (as was recommended at documentation start), now is the time to reconsider**
As root, run the following:
```bash
chsh -s /usr/bin/bash act_runner \
&& usermod --expiredate= act_runner \
&& pushd /var/lib/act_runner \
&& touch .bashrc \
&& chown act_runner:act_runner .bashrc \
&& popd
```
##### Prepare `act_runner` config
The following label must be added to `/etc/act_runner/config.yaml` in order to build locally on the "host" (guest VM).
Optional: you can remove all other ubuntu labels if this is a dedicated instance for docker-finance.
```yaml
labels:
# - ubuntu labels...
- "archlinux_vm:host"
```
##### Register `act_runner`
As root, run the following:
```bash
pushd /var/lib/act_runner \
&& act_runner --config /etc/act_runner/config.yaml register \
&& popd
```
1. Enter `http://127.0.0.1:3000` for instance
2. Enter token from the "Create new Runner" pull down in your instance's `Settings -> Actions -> Runners` page
3. Press enter to use default runner name (or make a new name)
Then enable the `act_runner` systemd service:
```bash
systemctl enable --now act_runner
```
To see if your runner is found and "Idle", login to your gitea instance refresh the "Runners" page.
##### Add Secrets to `gitea` Actions
Various `dfi` APIs will require API keys for successful `fetch`ing.
In Gitea's `Settings -> Actions -> Secrets -> Add Secret`, add the following `Name`/`Value` pairs after visiting their respective websites. Once you obtain your key, simply copy/paste into the respective `Value` fields:
`Names`:
- `CI_DFI_FETCH_MOBULA`
- `CI_DFI_FETCH_COINGECKO` (this is optional and can be ignored unless you want to use a paid plan)
- `CI_DFI_FETCH_ETHERSCAN`
##### Push your changes to `gitea`
And watch the "Actions" page on your Gitea instance do its thing.
##### CI notes
DinD cannot be used because of bind-mounting limitations with DinD. Since the runner's container needs to mount `dfi`'s layout, and `dfi` does not use named volumes, the existing layout must also exist on the host (and intermediate) container with the same ownership as the runner's container user. The maintenance of such a setup is not worth the effort when the above setup can easily be deployed.
See also:
- https://docs.gitea.com/usage/actions/act-runner
- https://gitea.com/gitea/act_runner/issues/380
- https://stackoverflow.com/questions/55845723/volume-bind-mounting-from-docker-in-docker
#### Development notes
- Regarding client configuration, Docker volumes aren't used because of chicken-or-the-egg problem (among other reasons). docker-finance needs the client environment *before* building the Docker image and spawning the subsequent container (which would rely on volumes).
- As described in [Mostly-Unified CLI](How-do-I-use-it.md#mostly-unified-cli), to use a developer version of any `dfi` image, simply build and tag with any tag name you'd like (e.g., `dfi archlinux/${USER}:dev build type=default`)

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@@ -16,7 +16,7 @@
[//]: # (You should have received a copy of the GNU General Public License)
[//]: # (along with this program. If not, see <https://www.gnu.org/licenses/>.)
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.com/EvergreenCrypto/docker-finance "docker-finance")
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance "docker-finance")
- **[How do I get started?](#how-do-i-get-started)**
* [Installation](#installation)
@@ -69,7 +69,7 @@ docker-finance *should* work out-of-the-box on any modern Linux system. For exam
echo "FATAL: docker-finance repo not found" >&2
fi
else
if ! git clone https://gitea.com/EvergreenCrypto/docker-finance; then
if ! git clone https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance; then
echo "FATAL: docker-finance repo not cloned" >&2
fi
fi
@@ -91,7 +91,7 @@ docker-finance *should* work out-of-the-box on any modern Linux system. For exam
5. Prepare your client (host) shell environment:
Install convenience aliases and command completion to your shell environment (see [install.bash](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/client/install.bash) for details):
Install convenience aliases and command completion to your shell environment (see [install.bash](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/install.bash) for details):
```bash
./docker-finance/client/install.bash && source ~/.bashrc
@@ -221,7 +221,7 @@ The client (host) configuration file:
- client/container configurations can be stored on shared NFS/CIFS or related network storage (with applicable user permissions)
- allows for customizable locations of *all* container data on any mountable filesystem (as a replacement for Docker Volumes)
- consists solely of variables in the format `DOCKER_FINANCE_VARIABLE=value` and is used by both Docker and docker-finance
- default template variables can be found in [gen.bash](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/client/env/gen.bash), as described below
- default template variables can be found in [gen.bash](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/client/env/gen.bash), as described below
After `gen` is complete, you can edit this file with the client (host) command: `edit type=env` (see [Client (Host) Command Format](How-do-I-use-it.md#client-host-command-format)).
@@ -393,7 +393,7 @@ The client (host) custom Dockerfile:
- allows you to append any Dockerfile command to a generated build
- is located in the `${DOCKER_FINANCE_CLIENT_CONF}/client/Dockerfiles/` directory
- format consists of `username@hostname` where `username` is your host username and `hostname` is your machine's hostname
- default generated templates can be found [here](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/client/Dockerfiles)
- default generated templates can be found [here](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/client/Dockerfiles)
After `gen` is complete, you can edit this file with the client (host) command: `edit type=build` (see [Client (Host) Command Format](How-do-I-use-it.md#client-host-command-format)).
@@ -409,7 +409,7 @@ The client/container shell script (Superscript) is a bind-mounted (by directory)
See the in-file comments for further documentation:
- [superscript.bash.in](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/container/shell/superscript.bash.in)
- [superscript.bash.in](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/container/shell/superscript.bash.in)
After `gen` is complete, you can edit this file with the client (host) command: `edit type=shell` (see [Client (Host) Command Format](How-do-I-use-it.md#client-host-command-format)).
@@ -427,7 +427,7 @@ By default, this file will contain user aliases for all container commands. Thes
See the in-file comments for further documentation:
- [subscript.bash.in](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/container/shell/subscript.bash.in)
- [subscript.bash.in](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/container/shell/subscript.bash.in)
After `gen` is complete, from within the container, you can edit this file with: `dfi profile/subprofile edit type=shell` (see [Container Command Format](How-do-I-use-it.md#container-command-format)).
@@ -437,7 +437,7 @@ The source of all remote API fetching configurations (exchanges, blockchains, ma
See the in-file comments for further documentation:
- [fetch.yaml.in](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/container/fetch/fetch.yaml.in)
- [fetch.yaml.in](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/container/fetch/fetch.yaml.in)
After `gen` is complete, from within the container, you can edit this file with: `dfi profile/subprofile edit type=fetch` (see [Container Command Format](How-do-I-use-it.md#container-command-format)).
@@ -447,7 +447,7 @@ The source of all custom metadata information (typically used to store cryptocur
See the in-file comments for further documentation:
- [meta.csv.in](https://gitea.com/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/container/meta/meta.csv.in)
- [meta.csv.in](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance/src/branch/master/client/docker-finance.d/container/meta/meta.csv.in)
After `gen` is complete, from within the container, you can edit this file with: `dfi profile/subprofile edit type=meta` (see [Container Command Format](How-do-I-use-it.md#container-command-format)).

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@@ -16,7 +16,7 @@
[//]: # (You should have received a copy of the GNU General Public License)
[//]: # (along with this program. If not, see <https://www.gnu.org/licenses/>.)
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.com/EvergreenCrypto/docker-finance "docker-finance")
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance "docker-finance")
- **[How do I use it?](#how-do-i-use-it)**
* [Mostly-Unified CLI](#mostly-unified-cli)

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@@ -16,7 +16,7 @@
[//]: # (You should have received a copy of the GNU General Public License)
[//]: # (along with this program. If not, see <https://www.gnu.org/licenses/>.)
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.com/EvergreenCrypto/docker-finance "docker-finance")
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance "docker-finance")
- **[What does it do?](#what-does-it-do)**
* [Highlights](#highlights)

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@@ -16,7 +16,7 @@
[//]: # (You should have received a copy of the GNU General Public License)
[//]: # (along with this program. If not, see <https://www.gnu.org/licenses/>.)
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.com/EvergreenCrypto/docker-finance "docker-finance")
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance "docker-finance")
- **[What is supported?](#what-is-supported)**
* [CeFi (centralized custodians)](#cefi)

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@@ -16,7 +16,7 @@
[//]: # (You should have received a copy of the GNU General Public License)
[//]: # (along with this program. If not, see <https://www.gnu.org/licenses/>.)
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.com/EvergreenCrypto/docker-finance "docker-finance")
# [<img src="../assets/branding/png/dfi.png" height=10% width=10%/>](https://gitea.evergreencrypto.co/EvergreenCrypto/docker-finance "docker-finance")
- **[Where is the legalese?](#where-is-the-legalese)**
* [License and Disclaimer](#license-and-disclaimer)