Sure v0.7.2 - Goals, mobile polish and native Anthropic support

[jjmata]

The most visible addition in v0.7.2 is the new Goals feature. Sure can now track progress towards financial goals using real balances and pledges, and the release kept improving that foundation with better creation defaults, cleaner funding-account selection, more responsive cards, and follow-up fixes around how manual saves are matched. This is the clearest “new capability” in the cycle, and it gives people a much stronger way to plan toward savings targets inside the product.

The second headline is the amount of mobile polish and product depth that landed in this release, thanks @JSONbored! The mobile app now supports transaction metadata editing, richer account detail context, safer diagnostics, better offline replay behavior, and a broad pass on visual consistency through Sure-native tokens, spacing, typography, and shared primitives. The result is not just a prettier app, but a more complete and more confident mobile experience. Coming soon to an App Store near you!

The third major feature is Anthropic as a native LLM Provider. Self-hosted installs can now configure Anthropic directly, with chat parity, batch operations, native PDF handling, provider-aware batch/PDF flows, a settings UI, and pgvector-backed RAG defaults for Anthropic-based setups. This is a meaningful expansion of Sure’s AI surface area, especially for people who want more control over which model provider they use.

There were also a lot of other meaningful improvements across the cycle. Banking and imports kept getting stronger with MFA and decoupled-bank handling for Enable Banking, SureImport session batches, merchant CSV import, Akahu integration, and broader trades API coverage. Dashboard and reporting workflows improved with a unified widget period picker, better report performance, and deeper navigation into filtered transactions. There were also steady self-hosting and infrastructure improvements across preview deploys, Helm, Rails 8.1, Ruby 3.4.9, API scoping, and general reliability work.

One useful way to frame the size of the release is the raw volume. As of June 30, 2026, the v0.7.2 release train is sitting at 233 merged PRs since v0.7.1, based on the current prerelease boundary.

Month	Issues opened	Release activity	Image downloads
2025-11	27	v0.6.5 — 101 PRs (1 hotfix / 7 PRs)	6,514
2025-12	22	v0.6.6 — 55 PRs (1 hotfix / 2 PRs)	7,794
2026-01	56	v0.6.7 — 162 PRs	43,250
2026-02	48	v0.6.8 — 113 PRs	68,962
2026-03	73	v0.6.9 — 92 PRs	132,863
2026-04	73	v0.7.0 — 129 PRs (3 hotfixes / 8 PRs)	126,319
2026-05	105	v0.7.1 — 206 PRs (1 hotfix / 3 PRs)	120,568
2026-06	137	v0.7.2 — 233 PRs	?

What's Changed

• fix: invert non-gittensor label condition by @sure-admin in fix: invert non-gittensor label condition #1960
• fix(settings): preserve OpenAI form input on validation failure by @dripsmvcp in fix(settings): preserve OpenAI form input on validation failure #1862
• fix(preview): only redeploy on preview-cf label changes by @sure-admin in fix(preview): only redeploy on preview-cf label changes #1980
• fix: Avoid overlay in provider section on mobile by @alessiocappa in fix: Avoid overlay in provider section on mobile #1990
• fix(i18n): use %{product_name} in api_keys usage_instructions (Branding cleanup: replace hardcoded Maybe API with product_name in usage_instructions locale keys #1505) by @Rene0422 in fix(i18n): use %{product_name} in api_keys usage_instructions (#1505) #2000
• feat: Add pagination in merchants page by @alessiocappa in feat: Add pagination in merchants page #1965
• feat(ibkr): compute net_market_flows from IBKR equity equity delta and trade flows by @CrossDrain in feat(ibkr): compute net_market_flows from IBKR equity equity delta and trade flows #1970
• fix(account): show activity label for accounts supporting trades by @xBlaz3kx in fix(account): show activity label for accounts supporting trades #1993
• fix(settings): add nil-safe operator to Current.family.can_manage_subscription? by @sentry[bot] in fix(settings): add nil-safe operator to Current.family.can_manage_subscription? #2006
• fix(family-sharing): prevent silent data loss when rehoming or removing users by @dripsmvcp in fix(family-sharing): prevent silent data loss when rehoming or removing users #1896
• fix(holdings): carry provider cost_basis forward to calculated rows past snapshot date by @CrossDrain in fix(holdings): carry provider cost_basis forward to calculated rows past snapshot date #1818
• fix: Keep with auto for category badge by @alessiocappa in fix: Keep with auto for category badge #1963
• fix(enable_banking): clear stuck pending flag when ASPSP reuses same transaction_id by @CrossDrain in fix(enable_banking): clear stuck pending flag when ASPSP reuses same transaction_id #1982
• feat(binance): add full account sync and transaction processing by @briian365 in feat(binance): add full account sync and transaction processing #1822
• fix(jobs): delegate recurring-transaction sync gate to Sync.for_family by @galuis116 in fix(jobs): delegate recurring-transaction sync gate to Sync.for_family #1975
• fix(views): DS drift — sankey tooltip tokens by @glorydavid03023 in fix(views): DS drift — sankey tooltip tokens #1996
• feat(reports): add Period Return card to Investment Performance by @CrossDrain in feat(reports): add Period Return card to Investment Performance #1962
• fix(enable_banking): migrate select_bank dialog to DS::Pill and DS::Link by @glorydavid03023 in fix(enable_banking): migrate select_bank dialog to DS::Pill and DS::Link #1997
• fix(plaid): surface configuration/product-access errors from the Link flow (Bug: Surface actionable Plaid configuration/product-access errors in the UI #1792) by @Rene0422 in fix(plaid): surface configuration/product-access errors from the Link flow (#1792) #1991
• fix(balance): derive waypoint start from day's flows to prevent double-counting and phantom bumps by @CrossDrain in fix(balance): derive waypoint start from day's flows to prevent double-counting and phantom bumps #2031
• fix(currencies): add DOGE entry to config/currencies.yml (Bug: config/currencies.yml doesnt contain DOGE #2008) by @Rene0422 in fix(currencies): add DOGE entry to config/currencies.yml (#2008) #2030
• feat(settings): add reviewed category merge flow by @JSONbored in feat(settings): add reviewed category merge flow #1754
• refactor(imports): back PDF imports with statements by @JSONbored in refactor(imports): back PDF imports with statements #1786
• fix(transactions): migrate transaction filter searches to DS::SearchInput by @glorydavid03023 in fix(transactions): migrate transaction filter searches to DS::SearchInput #1998
• feat(assistant): add get_budget function for budget tracking by @wolstad in feat(assistant): add get_budget function for budget tracking #1966
• ci(preview): isolate preview deployment tooling by @JSONbored in ci(preview): isolate preview deployment tooling #2025
• chore(i18n): complete Chinese locale coverage by @ashanzzz in chore(i18n): complete Chinese locale coverage #2010
• fix(ai-chat): disable submit on empty input instead of surfacing 'Content missing' (Bug: AI chat allows empty message submission and shows "Content missing" #1697) by @jeffrey701 in fix(ai-chat): disable submit on empty input instead of surfacing 'Content missing' (#1697) #1872
• feat(i18n): add Vietnamese (vi) locale by @tanoggy in feat(i18n): add Vietnamese (vi) locale #2043
• ci(preview): split PR image builds from trusted deploys by @JSONbored in ci(preview): split PR image builds from trusted deploys #2057
• fix(charts): auto-fit donut center text to inner ring (Donut chart center text overflows the inner ring on long values #2002) by @Rene0422 in fix(charts): auto-fit donut center text to inner ring (#2002) #2017
• fix(merchants): preserve manual merchant edits across provider sync by @dripsmvcp in fix(merchants): preserve manual merchant edits across provider sync #1981
• fix(snaptrade): import non-primary-currency cash as cash holdings by @dripsmvcp in fix(snaptrade): import non-primary-currency cash as cash holdings #1979
• chore(ci): pin GitHub Actions to commit SHAs (Follow up on workflow hardening after PR #1810 Node 24 action upgrades #1811) by @jeffrey701 in chore(ci): pin GitHub Actions to commit SHAs (#1811) #1870
• Add HTTP timeout config to Provider::Github Octokit client by @bittensorrider in Add HTTP timeout config to Provider::Github Octokit client #2061
• Perf/dashboard endpoint optimization by @bittensorrider in Perf/dashboard endpoint optimization #1897
• fix(reset): scope family financial data resets by @JSONbored in fix(reset): scope family financial data resets #1835
• fix(dashboard): make Outflows widget responsive to its container, not the viewport by @gariasf in fix(dashboard): make Outflows widget responsive to its container, not the viewport #2059
• ci(preview): stabilize Cloudflare preview deployments by @JSONbored in ci(preview): stabilize Cloudflare preview deployments #2062
• fix: Replace platform-wide broadcast_refresh with sync toast by @ahnv in fix: Replace platform-wide broadcast_refresh with sync toast #1964
• feat(ai): add Anthropic provider with chat parity (1/5) by @gariasf in feat(ai): add Anthropic provider with chat parity (1/5) #1983
• fix(family): include HSA depository accounts in tax-advantaged exclusion by @galuis116 in fix(family): include HSA depository accounts in tax-advantaged exclusion #2004
• Fix Start month on Last 6 Months report off by 1 by @joaocbatista in Fix Start month on Last 6 Months report off by 1 #2070
• fix(transactions): include enable_banking in pending/confirmed status filter by @JPette1783 in fix(transactions): include enable_banking in pending/confirmed status filter #1885
• ci(preview): stabilize image push and readiness diagnostics by @JSONbored in ci(preview): stabilize image push and readiness diagnostics #2084
• fix(tests): avoid account statement coverage rollover collision by @sure-admin in fix(tests): avoid account statement coverage rollover collision #2102
• fix: Do not show pagination if no merchants are available by @alessiocappa in fix: Do not show pagination if no merchants are available #2115
• feat(transactions): add inline tag creation and search in txn form by @tedawf in feat(transactions): add inline tag creation and search in txn form #1719
• fix(categories): avoid index N+1 queries by @JSONbored in fix(categories): avoid index N+1 queries #2089
• feat(ai): Anthropic batch ops + LLM cost ledger (2/5) by @gariasf in feat(ai): Anthropic batch ops + LLM cost ledger (2/5) #1984
• feat: Move "Merge" action for merchants/categories in sub menu by @alessiocappa in feat: Move "Merge" action for merchants/categories in sub menu #2114
• perf(transfers): narrow auto-transfer candidate search by @JSONbored in perf(transfers): narrow auto-transfer candidate search #2080
• feat(goals): balance-derived + pledges by @gariasf in feat(goals): balance-derived + pledges #1798
• fix(migrations): scope admin-backfill to a MigrationUser model (Fresh db:migrate fails: User enum 'ui_layout' on missing column blocks early data migration #1716) by @jeffrey701 in fix(migrations): scope admin-backfill to a MigrationUser model (#1716) #1871
• perf(sparklines): avoid full account loads for linked charts by @JSONbored in perf(sparklines): avoid full account loads for linked charts #2128
• feat(provider): Akahu integration by @failing in feat(provider): Akahu integration #1921
• fix: replace hand-rolled badges with DS::Pill in admin users view by @Kelvinchen03 in fix: replace hand-rolled badges with DS::Pill in admin users view #1988
• refactor(charts): extract shared chart-tooltip className to one source by @gariasf in refactor(charts): extract shared chart-tooltip className to one source #2106
• fix(ds-pill): default show_dot per mode (badges clean, markers keep dot) by @gariasf in fix(ds-pill): default show_dot per mode (badges clean, markers keep dot) #2107
• chore(ds-pill): migrate budget-category status badges to DS::Pill (Add DS::Pill component to consolidate scattered pill/badge patterns #1751) by @gariasf in chore(ds-pill): migrate budget-category status badges to DS::Pill (#1751) #2111
• fix(recurring): match transfer pairs so Cleaner stops mis-retiring transfers by @gariasf in fix(recurring): match transfer pairs so Cleaner stops mis-retiring transfers #2110
• feat(ds): extract DS::ProgressRing primitive; migrate goal card (DS::ProgressRing: unify the three progress-ring implementations under one primitive #1899) by @gariasf in feat(ds): extract DS::ProgressRing primitive; migrate goal card (#1899) #2112
• fix(ds): unify SSO sign-in buttons on DS::Button; drop bespoke Google CSS by @gariasf in fix(ds): unify SSO sign-in buttons on DS::Button; drop bespoke Google CSS #2152
• fix IncomeStatement performance issue by @bittensorrider in fix IncomeStatement performance issue #1947
• ci(preview): fix Cloudflare registry image deployment by @JSONbored in ci(preview): fix Cloudflare registry image deployment #2124
• chore(rubocop): ignore generated schema spacing by @JSONbored in chore(rubocop): ignore generated schema spacing #2125
• feat(imports): validate Sure NDJSON before publish by @JSONbored in feat(imports): validate Sure NDJSON before publish #1833
• feat(ai): Anthropic native PDF processing (3/5) by @gariasf in feat(ai): Anthropic native PDF processing (3/5) #1985
• fix(helm): normalize appVersion to strip leading v (Bug: Helm chart has wrong app version in index.html #2050) by @jeffrey701 in fix(helm): normalize appVersion to strip leading v (#2050) #2156
• feat(i18n): complete Spanish (es) locale coverage for provider & transaction views by @glorydavid03023 in feat(i18n): complete Spanish (es) locale coverage for provider & transaction views #2159
• feat(i18n): complete German (de) locale coverage for provider & transaction views by @glorydavid03023 in feat(i18n): complete German (de) locale coverage for provider & transaction views #2158
• fix(ds): dark-mode token parity — contrast & state fixes by @gariasf in fix(ds): dark-mode token parity — contrast & state fixes #2139
• fix(accounts): honor stored return_to after subtype account creation by @gariasf in fix(accounts): honor stored return_to after subtype account creation #2109
• Pass APP_BUNDLE_ID into iOS archive by @jjmata in Pass APP_BUNDLE_ID into iOS archive #2169
• feat(imports): add SureImport session batches by @JSONbored in feat(imports): add SureImport session batches #1785
• fix(goals): scope funding-account picker to the current user's accessible accounts by @gariasf in fix(goals): scope funding-account picker to the current user's accessible accounts #2172
• feat(ds): elevate dropdown overlays and stabilize selection check gutter by @gariasf in feat(ds): elevate dropdown overlays and stabilize selection check gutter #2161
• fix(goals): default goal currency so it survives a failed create by @gariasf in fix(goals): default goal currency so it survives a failed create #2171
• feat(enable_banking): support MFA/decoupled banks and harden session … by @trahloff in feat(enable_banking): support MFA/decoupled banks and harden session … #2174
• fix(mobile): parse locale-aware transaction amounts by @JSONbored in fix(mobile): parse locale-aware transaction amounts #2130
• fix(ds): .table-scroll — wide tables scroll instead of clipping by @gariasf in fix(ds): .table-scroll — wide tables scroll instead of clipping #2148
• fix(balance-sheet): preserve disabled-account net worth history by @JSONbored in fix(balance-sheet): preserve disabled-account net worth history #1730
• feat(ds): semantic color — neutralize decorative green/red on reports by @gariasf in feat(ds): semantic color — neutralize decorative green/red on reports #2144
• fix(ds): cross-viewport lock — consistent auth mode-switch by @gariasf in fix(ds): cross-viewport lock — consistent auth mode-switch #2149
• fix(ds): chart flat-state — hairline trendline, not a bisecting rule by @gariasf in fix(ds): chart flat-state — hairline trendline, not a bisecting rule #2150
• feat(mobile): add transaction metadata editing by @JSONbored in feat(mobile): add transaction metadata editing #2131
• feat(dashboard): unify per-widget period selectors into one picker by @gariasf in feat(dashboard): unify per-widget period selectors into one picker #2162
• ci(preview): render Cloudflare config from trusted template by @JSONbored in ci(preview): render Cloudflare config from trusted template #2207
• Fix SSO provider settings updates (preserve client_secret, persist default_role) by @jjmata in Fix SSO provider settings updates (preserve client_secret, persist default_role) #2210
• fix(goals): UI polish — submit validation, container-responsive cards, picker & filter fixes by @gariasf in fix(goals): UI polish — submit validation, container-responsive cards, picker & filter fixes #2160
• fix(ds): canonical transaction-row — stop category pills truncating by @gariasf in fix(ds): canonical transaction-row — stop category pills truncating #2147
• feat(merchants): add raw data import (csv) for merchants by @xBlaz3kx in feat(merchants): add raw data import (csv) for merchants #1992
• chore(ci): finish Node 24 GitHub Actions migration by @sure-admin in chore(ci): finish Node 24 GitHub Actions migration #2221
• fix(mobile): redact sensitive diagnostic logs by @JSONbored in fix(mobile): redact sensitive diagnostic logs #2199
• feat(ds): DS::SegmentedControl — fix invisible dark selected pill by @gariasf in feat(ds): DS::SegmentedControl — fix invisible dark selected pill #2145
• fix(ds): one height rail for icon and text buttons by @gariasf in fix(ds): one height rail for icon and text buttons #2202
• fix(sync-toast): morph refresh, defer behind modals, DS conformance by @gariasf in fix(sync-toast): morph refresh, defer behind modals, DS conformance #2105
• perf(transactions): preload new form options by @JSONbored in perf(transactions): preload new form options #2189
• perf(reports): collapse investment flow aggregates by @JSONbored in perf(reports): collapse investment flow aggregates #2190
• fix: Savings Goal Marked Reached While Still Short by @jonathanchang31 in fix: Savings Goal Marked Reached While Still Short #2180
• feat(ai): default Anthropic installs to pgvector RAG (4/5) by @gariasf in feat(ai): default Anthropic installs to pgvector RAG (4/5) #1986
• fix(ds): dark-parity for bespoke green status badges by @gariasf in fix(ds): dark-parity for bespoke green status badges #2142
• feat(ds): DS::EmptyState primitive by @gariasf in feat(ds): DS::EmptyState primitive #2146
• test(goals): pledge-delta integration coverage (follow-up to fix(goals): match manual_save pledges by contribution delta, not full balance #2178) by @gariasf in test(goals): pledge-delta integration coverage (follow-up to #2178) #2206
• feat(mobile): add privacy-safe Sentry instrumentation by @JSONbored in feat(mobile): add privacy-safe Sentry instrumentation #2201
• fix(preview): surface postgres startup failures and reset attempt timings by @sure-admin in fix(preview): surface postgres startup failures and reset attempt timings #2217
• fix(charts): restyle hover tooltips with soft shadow + larger radius by @gariasf in fix(charts): restyle hover tooltips with soft shadow + larger radius #2029
• feat(i18n): complete Brazilian Portuguese (pt-BR) locale coverage for provider & transaction views by @glorydavid03023 in feat(i18n): complete Brazilian Portuguese (pt-BR) locale coverage for provider & transaction views #2220
• feat(i18n): complete Dutch (nl) locale coverage for provider & transaction views by @glorydavid03023 in feat(i18n): complete Dutch (nl) locale coverage for provider & transaction views #2218
• feat(mobile): show account detail context by @JSONbored in feat(mobile): show account detail context #2231
• fix(mobile): make offline transaction replay idempotent by @JSONbored in fix(mobile): make offline transaction replay idempotent #2232
• Respect CoinStats wallet rate limits by @dan-dr in Respect CoinStats wallet rate limits #2251
• feat(ai): self-host settings UI for Anthropic provider (5/5) by @gariasf in feat(ai): self-host settings UI for Anthropic provider (5/5) #1987
• feat(ai): route LLM batch & PDF flows through Setting.llm_provider by @gariasf in feat(ai): route LLM batch & PDF flows through Setting.llm_provider #2265
• fix(imports): import Actual rows with blank payee by @JSONbored in fix(imports): import Actual rows with blank payee #2282
• Fix prerelease version-bump job: add PR fallback for protected branches by @jjmata in Fix prerelease version-bump job: add PR fallback for protected branches #2224
• perf(sync): scope transfer matching after account sync by @JSONbored in perf(sync): scope transfer matching after account sync #2230
• fix(ds): use DS::Disclosure for investment-performance expander by @gariasf in fix(ds): use DS::Disclosure for investment-performance expander #2243
• fix(ds): replace invalid bg-surface-default token with bg-surface by @gariasf in fix(ds): replace invalid bg-surface-default token with bg-surface #2244
• fix(ds): canonical destructive red → red-500 (token + button) by @gariasf in fix(ds): canonical destructive red → red-500 (token + button) #2245
• fix(ds): migrate SSO amber warning surfaces to DS::Alert / DS::Pill by @gariasf in fix(ds): migrate SSO amber warning surfaces to DS::Alert / DS::Pill #2246
• fix(ds): migrate remaining amber notice boxes to DS::Alert(:warning) by @gariasf in fix(ds): migrate remaining amber notice boxes to DS::Alert(:warning) #2247
• fix(ds): convert_to_trade price warning — fix dead dark:, use warning token by @gariasf in fix(ds): convert_to_trade price warning — fix dead dark:, use warning token #2249
• fix(ds): route remaining literal yellow warning surfaces onto --color-warning by @gariasf in fix(ds): route remaining literal yellow warning surfaces onto --color-warning #2250
• fix(ds): balance-sheet weight alignment + category pill padding by @gariasf in fix(ds): balance-sheet weight alignment + category pill padding #2275
• fix(ds): add-account menu — right-size close + clickable rows by @gariasf in fix(ds): add-account menu — right-size close + clickable rows #2276
• fix(ds): dark-mode hover — alpha-black-25 → surface-hover on date-nav triggers by @gariasf in fix(ds): dark-mode hover — alpha-black-25 → surface-hover on date-nav triggers #2287
• fix(ds): unify tab/chip controls on DS::SegmentedControl (Bump nokogiri from 1.18.8 to 1.18.9 #8) by @gariasf in fix(ds): unify tab/chip controls on DS::SegmentedControl (#8) #2284
• refactor(settings): consistency pass — header-less settings_section + guides by @gariasf in refactor(settings): consistency pass — header-less settings_section + guides #2279
• fix(ds): sync-settings env notice → DS::Alert (was invisible: undefined warning-* classes) by @gariasf in fix(ds): sync-settings env notice → DS::Alert (was invisible: undefined warning-* classes) #2278
• fix(settings): preserve content scroll position per page across navigation by @gariasf in fix(settings): preserve content scroll position per page across navigation #2277
• feat(ds): one canonical focus ring across primitives by @gariasf in feat(ds): one canonical focus ring across primitives #2140
• fix: EODHD lookup for EU mutual funds with EUFUND exchange code by @Kelvinchen03 in fix: EODHD lookup for EU mutual funds with EUFUND exchange code #2212
• feat(mobile): align theme foundation with Sure tokens by @JSONbored in feat(mobile): align theme foundation with Sure tokens #2237
• feat(mcp): OAuth 2.1 auth for MCP — connect Claude.ai with your Sure login by @thewillwilson in feat(mcp): OAuth 2.1 auth for MCP — connect Claude.ai with your Sure login #2234
• fix(enable-banking): tolerate any 422 on PDNG fetch (Bug: Imaginbank through enable banking is failing #1805) by @Rene0422 in fix(enable-banking): tolerate any 422 on PDNG fetch (#1805) #1889
• fix(sharing): scope import account selects to accessible_by ([Bug/Architecture] Family Sharing: Unshared accounts visible in UI (404) & API Tokens scoped to Family prevent individual syncing #1803) by @dripsmvcp in fix(sharing): scope import account selects to accessible_by (#1803) #2194
• fix(mobile): regenerate stale Sure tokens on main by @sure-admin in fix(mobile): regenerate stale Sure tokens on main #2296
• Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES by @BeltaKoda in Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES #2298
• feat(cashflow): deep-link category labels to filtered transactions by @thewillwilson in feat(cashflow): deep-link category labels to filtered transactions #2083
• fix(preview): bind :3000 instantly and bound diagnostics posts by @JSONbored in fix(preview): bind :3000 instantly and bound diagnostics posts #2286
• Add support for dividend, deposit, withdrawal, and interest trade types to Trades API by @thebandit in Add support for dividend, deposit, withdrawal, and interest trade types to Trades API #1761
• fix(ds): route mercury/ibkr provider panels onto sibling tokens by @gariasf in fix(ds): route mercury/ibkr provider panels onto sibling tokens #2290
• refactor(settings): debugs page onto settings_section by @gariasf in refactor(settings): debugs page onto settings_section #2289
• fix(ds): goals — uniform New-goal → grid spacing by @gariasf in fix(ds): goals — uniform New-goal → grid spacing #2288
• feat(mobile): standardize money typography and semantic amount color by @JSONbored in feat(mobile): standardize money typography and semantic amount color #2331
• chore(deps): upgrade Rails 7.2 → 8.1 by @JSONbored in chore(deps): upgrade Rails 7.2 → 8.1 #2301
• fix(ds): neutral text for goals status callout by @gariasf in fix(ds): neutral text for goals status callout #2312
• fix(dashboard): apply two-column layout at xl breakpoint, not 2xl by @gariasf in fix(dashboard): apply two-column layout at xl breakpoint, not 2xl #2310
• fix(dashboard): align sankey zoom-out button with section header by @gariasf in fix(dashboard): align sankey zoom-out button with section header #2313
• fix(ds): normalize legacy tooltip spacing to one recipe by @gariasf in fix(ds): normalize legacy tooltip spacing to one recipe #2311
• fix(settings): give the MCP copy button success feedback by @gariasf in fix(settings): give the MCP copy button success feedback #2314
• fix(chat): clear assistant bubble on destroy so the chat doesn't hang on Thinking by @gariasf in fix(chat): clear assistant bubble on destroy so the chat doesn't hang on Thinking #2315
• chore(deps): bump yard from 0.9.37 to 0.9.42 by @dependabot[bot] in chore(deps): bump yard from 0.9.37 to 0.9.42 #2335
• chore(deps): bump css_parser from 1.21.1 to 1.22.0 by @dependabot[bot] in chore(deps): bump css_parser from 1.21.1 to 1.22.0 #2336
• fix(ds): shrink dialog close button to size sm by @gariasf in fix(ds): shrink dialog close button to size sm #2309
• chore(i18n): remove dead transfers.form.* exchange-rate keys by @augustocbx in chore(i18n): remove dead transfers.form.* exchange-rate keys #2293
• fix(sync): discover nightly provider items reflectively by @sure-admin in fix(sync): discover nightly provider items reflectively #2334
• fix(ds): canonical separators and destructive tokens in usage/rules tables by @gariasf in fix(ds): canonical separators and destructive tokens in usage/rules tables #2332
• fix(ds): migrate goals color picker back to DS::Disclosure (no_margin body option) by @gariasf in fix(ds): migrate goals color picker back to DS::Disclosure (no_margin body option) #2350
• chore(i18n): complete zh-CN locale coverage by @BeastOrange in chore(i18n): complete zh-CN locale coverage #2283
• fix: preserve CoinStats balances when wallet sync data is missing by @sure-admin in fix: preserve CoinStats balances when wallet sync data is missing #2132
• feat(dashboard): masonry packing + per-widget size controls by @gariasf in feat(dashboard): masonry packing + per-widget size controls #2328
• fix(jobs): enqueue jobs after transaction commit to fix SyncJob deserialization race by @JSONbored in fix(jobs): enqueue jobs after transaction commit to fix SyncJob deserialization race #2354
• fix(rules): make explicit re-apply override locked attributes by @augustocbx in fix(rules): make explicit re-apply override locked attributes #2273
• Upgrade Ruby version to 3.4.9 by @jjmata in Upgrade Ruby version to 3.4.9 #2360
• feat(mobile): add SureButton primitive and migrate login buttons by @JSONbored in feat(mobile): add SureButton primitive and migrate login buttons #2358
• feat(security): warn when ActiveRecord encryption is not configured by @andrewb-nz in feat(security): warn when ActiveRecord encryption is not configured #2362
• feat(imports): add YNAB CSV import by @JSONbored in feat(imports): add YNAB CSV import #2361
• feat(mobile): bundle Geist + Geist Mono so the app renders Sure typography by @JSONbored in feat(mobile): bundle Geist + Geist Mono so the app renders Sure typography #2342
• feat(mobile): normalize dashboard text weight to DS Medium (500) by @JSONbored in feat(mobile): normalize dashboard text weight to DS Medium (500) #2344
• feat(mobile): add SureIcon (Lucide) primitive and migrate dashboard icons by @JSONbored in feat(mobile): add SureIcon (Lucide) primitive and migrate dashboard icons #2346
• perf(api): avoid transfer lookups in transaction index by @JSONbored in perf(api): avoid transfer lookups in transaction index #2127
• fix(mobile): neutral Sure tokens for FAB/badge/avatar surfaces + themed logo by @JSONbored in fix(mobile): neutral Sure tokens for FAB/badge/avatar surfaces + themed logo #2366
• feat(mobile): generate shadow scale + focus-ring/bg-inverse tokens by @JSONbored in feat(mobile): generate shadow scale + focus-ring/bg-inverse tokens #2349
• fix: Transaction Pagination Skipping Entries by @jonathanchang31 in fix: Transaction Pagination Skipping Entries #2179
• fix(accounts): persist subtype when creating an account by @vlnd0 in fix(accounts): persist subtype when creating an account #2356
• Add Mobile version check for update notifications by @felixmuinde in Add Mobile version check for update notifications #2367
• fix(cashflow): use Turbo.visit for donut chart deep-link navigation by @thewillwilson in fix(cashflow): use Turbo.visit for donut chart deep-link navigation #2166
• Add transaction name to get_transactions MCP tool output by @oggysecond in Add transaction name to get_transactions MCP tool output #2026
• fix(imports): normalize CSV upload encoding when validations are skipped by @augustocbx in fix(imports): normalize CSV upload encoding when validations are skipped #2299
• Add cascade delete to rejected_transfers foreign keys by @Kelvinchen03 in Add cascade delete to rejected_transfers foreign keys #2211
• fix(prices): resolve dashed crypto tickers (BTC-USD, TRX-USD) via BinancePublic by @vlnd0 in fix(prices): resolve dashed crypto tickers (BTC-USD, TRX-USD) via BinancePublic #2372
• fix(ds): add focus ring to dashboard widget size control by @BeastOrange in fix(ds): add focus ring to dashboard widget size control #2364
• feat(prices): add Moscow Exchange (MOEX ISS) securities + FX provider by @vlnd0 in feat(prices): add Moscow Exchange (MOEX ISS) securities + FX provider #2394
• perf(recurring): batch recurring transaction identification by @JSONbored in perf(recurring): batch recurring transaction identification #2239
• perf(dashboard): streamline investment activity totals by @JSONbored in perf(dashboard): streamline investment activity totals #2257
• perf(reports): avoid residual category lazy loads by @JSONbored in perf(reports): avoid residual category lazy loads #2255
• fix(trades): guard against nil security in create_trade by @sentry[bot] in fix(trades): guard against nil security in create_trade #2066
• feat(prices): add T-Invest (T-Bank) securities + brand-logo provider by @vlnd0 in feat(prices): add T-Invest (T-Bank) securities + brand-logo provider #2408
• fix(coinstats): stabilize bulk wallet ordering by @sure-admin in fix(coinstats): stabilize bulk wallet ordering #2402
• Fix API auth context inheriting web session impersonation by @BeastOrange in Fix API auth context inheriting web session impersonation #2405
• Refresh Pipelock integration for v2.8 receipts by @luckyPipewrench in Refresh Pipelock integration for v2.8 receipts #2406
• feat(up): add Up Bank (AU) provider integration by @Jookly123 in feat(up): add Up Bank (AU) provider integration #2391
• feat(mobile): add SureCard primitive and migrate account cards by @JSONbored in feat(mobile): add SureCard primitive and migrate account cards #2370
• feat(mobile): add SureListGroup/SureListRow primitives and migrate the More menu by @JSONbored in feat(mobile): add SureListGroup/SureListRow primitives and migrate the More menu #2376
• feat(mobile): add SureTextField primitive and migrate the proxy-headers editor by @JSONbored in feat(mobile): add SureTextField primitive and migrate the proxy-headers editor #2378
• fix(tinkoff): resolve the tradeable listing and price bonds via BondBy by @vlnd0 in fix(tinkoff): resolve the tradeable listing and price bonds via BondBy #2413
• feat(mobile): add SureChip primitive and migrate the currency filter by @JSONbored in feat(mobile): add SureChip primitive and migrate the currency filter #2380
• feat(mobile): add SureSegmentedControl primitive and migrate the transaction type selector by @JSONbored in feat(mobile): add SureSegmentedControl primitive and migrate the transaction type selector #2382
• fix(settings): preserve scroll position in settings nav by @Holdner in fix(settings): preserve scroll position in settings nav #2373
• chore(deps): bump esbuild and wrangler in /workers/preview by @dependabot[bot] in chore(deps): bump esbuild and wrangler in /workers/preview #2411
• chore(deps): bump undici and wrangler in /workers/preview by @dependabot[bot] in chore(deps): bump undici and wrangler in /workers/preview #2410
• chore(deps): bump nokogiri from 1.19.3 to 1.19.4 by @dependabot[bot] in chore(deps): bump nokogiri from 1.19.3 to 1.19.4 #2425
• chore(deps): bump faraday from 2.14.1 to 2.14.3 by @dependabot[bot] in chore(deps): bump faraday from 2.14.1 to 2.14.3 #2424
• chore(deps): bump concurrent-ruby from 1.3.6 to 1.3.7 by @dependabot[bot] in chore(deps): bump concurrent-ruby from 1.3.6 to 1.3.7 #2426
• Bump version to next iteration after v0.7.2-alpha.8 release by @jjmata in Bump version to next iteration after v0.7.2-alpha.8 release #2423
• feat(mobile): migrate all hardcoded UI strings to gen_l10n ARB (Phase 1 + 2) by @JSONbored in feat(mobile): migrate all hardcoded UI strings to gen_l10n ARB (Phase 1 + 2) #2384
• design-system(mobile): SureFontWeights tokens (named weight tiers) by @JSONbored in design-system(mobile): SureFontWeights tokens (named weight tiers) #2419
• feat(mcp): add get/create/update tools for tags and categories by @xBlaz3kx in feat(mcp): add get/create/update tools for tags and categories #2374
• Bump Puma dependency to >= 7.2.1 by @jjmata in Bump Puma dependency to >= 7.2.1 #2428
• Enforce LF line endings for .devcontainer/.bashrc by @jestinjoshi in Enforce LF line endings for .devcontainer/.bashrc #2480
• Fix SimpleFIN epoch-string balance dates causing PG::DatetimeFieldOverflow by @marty0x in Fix SimpleFIN epoch-string balance dates causing PG::DatetimeFieldOverflow #2397
• fix(chat): surface and recover from undelivered assistant responses by @gariasf in fix(chat): surface and recover from undelivered assistant responses #2436
• fix: use ES256 instead of EdDSA for Coinbase CDP JWT signing by @lifrank1 in fix: use ES256 instead of EdDSA for Coinbase CDP JWT signing #1888
• feat: resizable accounts & assistant sidebars by @gariasf in feat: resizable accounts & assistant sidebars #2482
• Allow multiple active API keys per user by @thewillwilson in Allow multiple active API keys per user #2077
• fix(balances): materialize entries dated before the opening anchor by @vlnd0 in fix(balances): materialize entries dated before the opening anchor #2434
• fix(i18n): correct Catalan gender agreement on add-account button by @gariasf in fix(i18n): correct Catalan gender agreement on add-account button #2488
• fix(sync): store EnableBanking credit card debt as balance instead of available credit by @mxafi in fix(sync): store EnableBanking credit card debt as balance instead of available credit #2459
• Add SnapTrade OAuth device flow by @jjmata in Add SnapTrade OAuth device flow #2494
• Fix SimpleFIN partial auth reconnect status by @luckyPipewrench in Fix SimpleFIN partial auth reconnect status #2509
• fix(imports): support QIF dd mmm yyyy date format by @BeastOrange in fix(imports): support QIF dd mmm yyyy date format #2500
• Adds a toggle to mark accounts as excluded from all financial reports while keeping them active and visible individually. by @DataEnginr in Adds a toggle to mark accounts as excluded from all financial reports while keeping them active and visible individually. #2416
• Require omniauth-rails_csrf_protection v2.0+ for Rails 8.2 compatibility by @jjmata in Require omniauth-rails_csrf_protection v2.0+ for Rails 8.2 compatibility #2520
• chore(deps): bump yard from 0.9.42 to 0.9.44 by @dependabot[bot] in chore(deps): bump yard from 0.9.42 to 0.9.44 #2522
• Scope API v1 controllers through current_resource_owner by @BeastOrange in Scope API v1 controllers through current_resource_owner #2414
• fix(sync): scope after_commit to prevent nil family error on destroy by @sentry[bot] in fix(sync): scope after_commit to prevent nil family error on destroy #1976
• feat:Add SnapTrade OAuth device flow by @jjmata in feat:Add SnapTrade OAuth device flow #2523
• Fixes issue Bug: Subcategories are not alphabetically ordered like Categories #2415 - Subcategories are not alphabetically ordered like Categories by @HairyHook in Fixes issue #2415 - Subcategories are not alphabetically ordered like Categories #2429
• fix(accounts): subtype dropped on create when assigned before accountable_type by @vlnd0 in fix(accounts): subtype dropped on create when assigned before accountable_type #2432
• fix(sync): prevent NoMethodError when syncable is nil in after_commit by @sentry[bot] in fix(sync): prevent NoMethodError when syncable is nil in after_commit #2484
• fix(settings): securities-provider checkmarks invisible in dark mode by @vlnd0 in fix(settings): securities-provider checkmarks invisible in dark mode #2430
• feat(mobile): privacy mode to mask money values by @JSONbored in feat(mobile): privacy mode to mask money values #2386
• feat(goals): earmark a portion of an account toward a goal (Phase 1) by @gariasf in feat(goals): earmark a portion of an account toward a goal (Phase 1) #2490
• fix(mobile): dispose API-key dialog controller on any dismissal by @JSONbored in fix(mobile): dispose API-key dialog controller on any dismissal #2399
• design-system(mobile): SureSpacing + SureTypography scale tokens by @JSONbored in design-system(mobile): SureSpacing + SureTypography scale tokens #2438
• feat(goals): investment-backed goals (Phase 2) by @gariasf in feat(goals): investment-backed goals (Phase 2) #2491
• feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API by @JSONbored in feat(kraken): import deposits, withdrawals, staking & fees via Ledgers API #2451
• feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage by @JSONbored in feat(mercury): pending transactions, kind/counterpartyId metadata, and test coverage #2452
• fix(mobile): in-progress feedback for the Clear local data action by @JSONbored in fix(mobile): in-progress feedback for the Clear local data action #2439
• test(system): harden property edit flow against the account-menu morph race by @JSONbored in test(system): harden property edit flow against the account-menu morph race #2421
• fix(pwa): harden manifest render to explicitly use json format by @sentry[bot] in fix(pwa): harden manifest render to explicitly use json format #2508
• refactor(imports): header-less settings_section by @Holdner in refactor(imports): header-less settings_section #2395
• feat(up): flag internal transfers and round-ups as funds_movement by @threatsurfer in feat(up): flag internal transfers and round-ups as funds_movement #2460
• fix(goals): match manual_save pledges by contribution delta, not full balance by @galuis116 in fix(goals): match manual_save pledges by contribution delta, not full balance #2178
• docs: explain self-hosted onboarding modes by @sure-admin in docs: explain self-hosted onboarding modes #2533
• feat: add preference to disable modal close on outside click by @Nekoraru22 in feat: add preference to disable modal close on outside click #2226
• i18n: fully update French (fr) translations by @Nicotinii in i18n: fully update French (fr) translations #1922
• Fix date-dependent flake in investment_statement_test by @jestinjoshi in Fix date-dependent flake in investment_statement_test #2539

New Contributors

• @Rene0422 made their first contribution in fix(i18n): use %{product_name} in api_keys usage_instructions (#1505) #2000
• @galuis116 made their first contribution in fix(jobs): delegate recurring-transaction sync gate to Sync.for_family #1975
• @glorydavid03023 made their first contribution in fix(views): DS drift — sankey tooltip tokens #1996
• @wolstad made their first contribution in feat(assistant): add get_budget function for budget tracking #1966
• @ashanzzz made their first contribution in chore(i18n): complete Chinese locale coverage #2010
• @jeffrey701 made their first contribution in fix(ai-chat): disable submit on empty input instead of surfacing 'Content missing' (#1697) #1872
• @tanoggy made their first contribution in feat(i18n): add Vietnamese (vi) locale #2043
• @JPette1783 made their first contribution in fix(transactions): include enable_banking in pending/confirmed status filter #1885
• @failing made their first contribution in feat(provider): Akahu integration #1921
• @Kelvinchen03 made their first contribution in fix: replace hand-rolled badges with DS::Pill in admin users view #1988
• @trahloff made their first contribution in feat(enable_banking): support MFA/decoupled banks and harden session … #2174
• @jonathanchang31 made their first contribution in fix: Savings Goal Marked Reached While Still Short #2180
• @dan-dr made their first contribution in Respect CoinStats wallet rate limits #2251
• @BeltaKoda made their first contribution in Fix Plaid sync failure for loan subtypes missing from Loan::SUBTYPES #2298
• @thebandit made their first contribution in Add support for dividend, deposit, withdrawal, and interest trade types to Trades API #1761
• @augustocbx made their first contribution in chore(i18n): remove dead transfers.form.* exchange-rate keys #2293
• @BeastOrange made their first contribution in chore(i18n): complete zh-CN locale coverage #2283
• @andrewb-nz made their first contribution in feat(security): warn when ActiveRecord encryption is not configured #2362
• @vlnd0 made their first contribution in fix(accounts): persist subtype when creating an account #2356
• @oggysecond made their first contribution in Add transaction name to get_transactions MCP tool output #2026
• @Jookly123 made their first contribution in feat(up): add Up Bank (AU) provider integration #2391
• @Holdner made their first contribution in fix(settings): preserve scroll position in settings nav #2373
• @jestinjoshi made their first contribution in Enforce LF line endings for .devcontainer/.bashrc #2480
• @marty0x made their first contribution in Fix SimpleFIN epoch-string balance dates causing PG::DatetimeFieldOverflow #2397
• @lifrank1 made their first contribution in fix: use ES256 instead of EdDSA for Coinbase CDP JWT signing #1888
• @mxafi made their first contribution in fix(sync): store EnableBanking credit card debt as balance instead of available credit #2459
• @HairyHook made their first contribution in Fixes issue #2415 - Subcategories are not alphabetically ordered like Categories #2429
• @threatsurfer made their first contribution in feat(up): flag internal transfers and round-ups as funds_movement #2460
• @Nekoraru22 made their first contribution in feat: add preference to disable modal close on outside click #2226
• @Nicotinii made their first contribution in i18n: fully update French (fr) translations #1922

Full Changelog: v0.7.1...v0.7.2

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This discussion was created from the release Sure v0.7.2 - Goals, mobile polish and native Anthropic support.

[bittensorrider]

@jjmata Congratulations! Thanks for good management.

[Nekoraru22]

Hi @jjmata
I noticed a small formatting issue in the v0.7.2 release notes. This line has an unclosed markdown code backtick:

fix(design-system): make inline \visible in prose dark mode by @gariasf in #1625`

The stray backtick before "visible" opens an inline code span that never closes, which seems to be breaking the Markdown rendering for the rest of the changelog below it.

Might just need the backtick removed or properly closed. Thanks for maintaining the project!