From 22f9e972ad8b522283369d3e6bb963106b57b014 Mon Sep 17 00:00:00 2001 From: Aaron Fiore Date: Fri, 10 Jan 2025 19:40:38 -0800 Subject: [PATCH 1/2] client: manifest: bump version to v1.0.0-rc.1 --- client/docker-finance.yaml | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/client/docker-finance.yaml b/client/docker-finance.yaml index 3749124..1748717 100644 --- a/client/docker-finance.yaml +++ b/client/docker-finance.yaml @@ -20,7 +20,7 @@ # # Release version (tag format) -version: "v1.0.0-beta.3" +version: "v1.0.0-rc.1" # Container dependencies (used by `version` command) # NOTE: this must stay inline with Dockerfiles From c3e5f90bdf493d816cced68667dde392136ff273 Mon Sep 17 00:00:00 2001 From: Aaron Fiore Date: Fri, 10 Jan 2025 20:06:06 -0800 Subject: [PATCH 2/2] CHANGELOG: add v1.0.0-rc.1 --- CHANGELOG.md | 242 ++++++++++++++++++++++++++++++++++++++++++++++++++- 1 file changed, 241 insertions(+), 1 deletion(-) diff --git a/CHANGELOG.md b/CHANGELOG.md index 094a566..7f08018 100644 --- a/CHANGELOG.md +++ b/CHANGELOG.md @@ -1,7 +1,7 @@ [//]: # (docker-finance | modern accounting for the power-user) [//]: # () -[//]: # (Copyright [C] 2024 Aaron Fiore [Founder, Evergreen Crypto LLC]) +[//]: # (Copyright [C] 2024-2025 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) @@ -18,6 +18,246 @@ # 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](README.md#installation) + * 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](https://gitea.com/EvergreenCrypto/docker-finance/pulls/171)) + +#### Client + +##### *Dockerfiles* + +- Version updates for hledger-suite image ([#156](https://gitea.com/EvergreenCrypto/docker-finance/pulls/156)) + * Bump `hledger` to 1.41 + * Change resolver for `hledger-iadd` + +##### *docker-finance.d (configurations)* + +- Add Coinomi example to fetch ([#170](https://gitea.com/EvergreenCrypto/docker-finance/pulls/170)) + +##### *src/docker* + +- Fix typo in usage help ([#158](https://gitea.com/EvergreenCrypto/docker-finance/pulls/158)) + +#### Container + +##### *src/finance* + +- `lib_hledger` + * Remove `-w` arg to `hledger-ui` ([#157](https://gitea.com/EvergreenCrypto/docker-finance/pulls/157)) + +- `lib_fetch` + * Fix price parsing ([#130](https://gitea.com/EvergreenCrypto/docker-finance/pulls/130)) + * Fix Tor plugin (proxychains) check ([#142](https://gitea.com/EvergreenCrypto/docker-finance/pulls/142)) + +##### *src/hledger-flow* + +- BlockFi / Ledger / Trezor + * Fix fees subaccount ordering ([#165](https://gitea.com/EvergreenCrypto/docker-finance/pulls/165)) + +- Electrum + * Fix calculating 'No Data' ([#138](https://gitea.com/EvergreenCrypto/docker-finance/pulls/138)) + +- Capital One (bank) + * Fix direction ([#132](https://gitea.com/EvergreenCrypto/docker-finance/pulls/132)) + +- Coinbase + * Fix/update pagination ([#172](https://gitea.com/EvergreenCrypto/docker-finance/pulls/172)) ([#173](https://gitea.com/EvergreenCrypto/docker-finance/pulls/173)) + +- Coinbase Pro + * Fix default account2 for sells ([#166](https://gitea.com/EvergreenCrypto/docker-finance/pulls/166)) + +##### *src/finance* | *src/hledger-flow* + +- **Breaking**: Add compliance for IRS Rev. Proc. 2024-28 ([#163](https://gitea.com/EvergreenCrypto/docker-finance/pulls/163)) ([#174](https://gitea.com/EvergreenCrypto/docker-finance/pulls/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](https://gitea.com/EvergreenCrypto/docker-finance/pulls/169)) + * Bittrex + * Celsius + * Coinbase Pro + +### ☀️ Features / Enhancements + +#### Repo + +##### *README* + +- Add support for NonFi, fix TradFi anchor tag ([#141](https://gitea.com/EvergreenCrypto/docker-finance/pulls/141)) +- Add docker-finance logo, update README ([#159](https://gitea.com/EvergreenCrypto/docker-finance/pulls/159)) + +#### Client + +##### *docker-finance.d (configurations)* + +- Add filters for .in files to produce less cluttered default configs ([#147](https://gitea.com/EvergreenCrypto/docker-finance/pulls/147)) +- Rewrite profile default subscript ([#148](https://gitea.com/EvergreenCrypto/docker-finance/pulls/148)) + +##### *src/docker* + +- Enable linting of client-side (host) plugins ([#136](https://gitea.com/EvergreenCrypto/docker-finance/pulls/136)) + +#### Container + +##### *src/finance* + +- `completion` + * Add `hledger` commands ([#139](https://gitea.com/EvergreenCrypto/docker-finance/pulls/139)) + +- `edit` + * Add 'subscript' option ([#146](https://gitea.com/EvergreenCrypto/docker-finance/pulls/146)) + * Add `hledger add` command ([#152](https://gitea.com/EvergreenCrypto/docker-finance/pulls/152)) + +- `fetch` + * Add debug logging to Gemini ([#153](https://gitea.com/EvergreenCrypto/docker-finance/pulls/153)) + +- `plugins` + * finance: `timew_to_timeclock`: print all tags ([#133](https://gitea.com/EvergreenCrypto/docker-finance/pulls/133)) + +##### *src/hledger-flow* + +- Algorand + * Add to Governance Rewards ([#135](https://gitea.com/EvergreenCrypto/docker-finance/pulls/135)) + * Add to spam rules ([#161](https://gitea.com/EvergreenCrypto/docker-finance/pulls/161)) + +- Electrum + * Use transaction label for tax memo ([#168](https://gitea.com/EvergreenCrypto/docker-finance/pulls/168)) + +- ethereum-based + * Add to Ethereum spam rules ([#162](https://gitea.com/EvergreenCrypto/docker-finance/pulls/162)) + * Add to Polygon spam rules ([#167](https://gitea.com/EvergreenCrypto/docker-finance/pulls/167)) + +- Ledger + * Add more compound tokens ([#164](https://gitea.com/EvergreenCrypto/docker-finance/pulls/164)) + +- Vultr + * Add Vultr support ([#140](https://gitea.com/EvergreenCrypto/docker-finance/pulls/140)) ([#151](https://gitea.com/EvergreenCrypto/docker-finance/pulls/151)) + +#### Client / Container + +- **Breaking**: Complete build overhaul, build optimizations ([#143](https://gitea.com/EvergreenCrypto/docker-finance/pulls/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](https://gitea.com/EvergreenCrypto/docker-finance/commit/77351d54e118b84d93779fad5d9a5963fddef940)) + * 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](https://gitea.com/EvergreenCrypto/docker-finance/pulls/149)) + +- `completion` + * `plugins` enhancements ([#155](https://gitea.com/EvergreenCrypto/docker-finance/pulls/155)) + +- `plugins` + * Allow path depth when loading plugins ([#134](https://gitea.com/EvergreenCrypto/docker-finance/pulls/134)) + +- Refactoring/enhancements related to `hledger` ([#145](https://gitea.com/EvergreenCrypto/docker-finance/pulls/145)) + +### 🌴 Misc / Other + +#### Client + +##### *Dockerfiles* + +- Optimize by moving useradd ([#128](https://gitea.com/EvergreenCrypto/docker-finance/pulls/128)) + +##### *docker-finance.d (configurations)* + +- Remove base cmd from subscript ([#150](https://gitea.com/EvergreenCrypto/docker-finance/pulls/150)) + +##### *src/docker* + +- `lib_gen` + * Refactor profile variables ([#154](https://gitea.com/EvergreenCrypto/docker-finance/pulls/154)) + +- `lib_linter` + * Return function on compose down ([#131](https://gitea.com/EvergreenCrypto/docker-finance/pulls/131)) + +#### Container + +- Run linter ([#137](https://gitea.com/EvergreenCrypto/docker-finance/pulls/137)) + +#### Client/Container + +- Refactor global basename ([#160](https://gitea.com/EvergreenCrypto/docker-finance/pulls/160)) + ## 1.0.0-beta.3 - 2024-08-20 ⚠️ **Breaking changes for this pre-release** ⚠️