docker-finance/CHANGELOG.md

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

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

• CHANGELOG.md (#126)
  • Add v1.0.0-beta.3
• README.md (cab7551) (d86da4b) (3bfa39d) (#119)
  • Update to reflect latest impl

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)
  • Add install.bash
  • Add dfi alias to Mostly-Unified CLI
• 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

• Add Gitea templates (#65) (#69)
• Add CHANGELOG.md (#99)

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