Sure v0.6.5 release notes

Full Changelog: https://github.com/we-promise/sure/compare/v0.6.4…v0.6.5

Lots (and I mean lots! - take a look below!) of work happened over the last 5 weeks with a clear focus on stabilizing the early SimpleFIN support provided by @Himmelschmidt, and landing Lunch Flow as a first-class Bank Sync provider. We squeezed in last-minute beta support for Enable Banking as well - all of these behind a nice Providers refactor that meant a lot of code had to be rewritten/reshuffled. Thanks @sokie, @luckyPipewrench and @alessiocappa for all of this plumbing that is critical to get transactions flowing into the app.

On top of that there are many “quality of life” improvements like Yahoo Finance financial historical data as alternative to Twelve Data, LLM usage logging and cost estimation a collapsible UI for dashboard/reports, new locales (ca, de, es, ro) and many more … keep reading for more details.

Onwards and upwards! 🚀 Thank you all for all the interest and continued engagement.

What’s Changed

Fix SimpleFin investment holdings and comprehensive integration improvements by @Himmelschmidt in https://github.com/we-promise/sure/pull/104
Allow disabling AI assistant by @jjmata in https://github.com/we-promise/sure/pull/146
Implement an outflows section by @sokie in https://github.com/we-promise/sure/pull/220
Llm cost estimation by @sokie in https://github.com/we-promise/sure/pull/223
Fix “Messages is invalid” error for Ollama/custom LLM providers and add comprehensive AI documentation by @Copilot in https://github.com/we-promise/sure/pull/225
Fix Twelve Data API parsing errors causing “Current Market Price Unknown” by @Copilot in https://github.com/we-promise/sure/pull/224
Add OpenID Connect login support by @jjmata in https://github.com/we-promise/sure/pull/77
I have created a one click deploy button for railway users 🧙‍♂️ by @MarcBlattmann in https://github.com/we-promise/sure/pull/228
Category improvements by @sokie in https://github.com/we-promise/sure/pull/232
Fix rounding issue by @luckyPipewrench in https://github.com/we-promise/sure/pull/226
Eliminate code duplication in OIDC identity creation by @Copilot in https://github.com/we-promise/sure/pull/230
Simplefin sync improvements by @luckyPipewrench in https://github.com/we-promise/sure/pull/240
add custom s3 support storage config option by @OrangeDrangon in https://github.com/we-promise/sure/pull/239
Add instructions on how to obtain Brand Logo Client ID API by @ampersandru in https://github.com/we-promise/sure/pull/234
Added translations for ca - Catalan by @albertsola in https://github.com/we-promise/sure/pull/238
Added instructions on where and how to obtain API key for Twelve Data by @ampersandru in https://github.com/we-promise/sure/pull/235
Added a clickable drop down arrow that reveals list of instructions for Twelve Data Secret Key by @ampersandru in https://github.com/we-promise/sure/pull/247
Added a clickable drop down arrow that reveals list of instructions for Brand Fetch Client ID by @ampersandru in https://github.com/we-promise/sure/pull/246
Add onboarding state selector for self-hosted signup by @jjmata in https://github.com/we-promise/sure/pull/251
Providers factory by @sokie in https://github.com/we-promise/sure/pull/250
Update pages/dashboard locales by @albertsola in https://github.com/we-promise/sure/pull/255
Feature/yahoo finance by @joaofrenor in https://github.com/we-promise/sure/pull/123
Add support for dynamic config UI by @sokie in https://github.com/we-promise/sure/pull/256
Lunchflow integration by @sokie in https://github.com/we-promise/sure/pull/259
Merchants fixes by @sokie in https://github.com/we-promise/sure/pull/262
Update ai.md by @sokie in https://github.com/we-promise/sure/pull/263
Lunch flow improvements by @sokie in https://github.com/we-promise/sure/pull/268
Recurring transactions by @sokie in https://github.com/we-promise/sure/pull/271
Localization for an accountable group and sidebar by @albertsola in https://github.com/we-promise/sure/pull/257
Avoid auto-categorizing without user categories by @jjmata in https://github.com/we-promise/sure/pull/261
Update styles for LLM usage filter form by @hendriksen-mark in https://github.com/we-promise/sure/pull/285
Update Dockerfile - procps by @J4ker in https://github.com/we-promise/sure/pull/286
ERB: Fix bad HTML by @DeathCamel58 in https://github.com/we-promise/sure/pull/282
Confirmation Emails: Add way to resend by @DeathCamel58 in https://github.com/we-promise/sure/pull/287
Rules: Alphabetize <select>s in new rule form by @DeathCamel58 in https://github.com/we-promise/sure/pull/280
FIX Read-Modify-Write issue with dynamic fields by @sokie in https://github.com/we-promise/sure/pull/290
PWA: Settings Pages Display on md by @DeathCamel58 in https://github.com/we-promise/sure/pull/284
Implement Reporting tab by @sokie in https://github.com/we-promise/sure/pull/276
PWA: Scale theme picture evenly by @DeathCamel58 in https://github.com/we-promise/sure/pull/295
Merchants: Display all merchants on Settings page by @DeathCamel58 in https://github.com/we-promise/sure/pull/281
Revert “Make bin/rails test pass in Dev Container” to avoid side-effects by @jjmata in https://github.com/we-promise/sure/pull/302
PWA: DS::Menu - Place below button and center by @DeathCamel58 in https://github.com/we-promise/sure/pull/291
Add new settings sections and update tests by @hendriksen-mark in https://github.com/we-promise/sure/pull/278
PWA: Transaction UI Fixes by @DeathCamel58 in https://github.com/we-promise/sure/pull/283
Upgrade Ruby version to 3.4.7 by @luckyPipewrench in https://github.com/we-promise/sure/pull/305
Reccuring transactions pattern fix by @sokie in https://github.com/we-promise/sure/pull/308
Add transaction dedup support for CSV imports by @sokie in https://github.com/we-promise/sure/pull/304
Fix Reports transactions breakdown by @sokie in https://github.com/we-promise/sure/pull/309
budget_category: Drop override of subcategory? by @DeathCamel58 in https://github.com/we-promise/sure/pull/310
Include Redis to local development requirements by @Esteban-Bermudez in https://github.com/we-promise/sure/pull/312
Lunchflow fix by @sokie in https://github.com/we-promise/sure/pull/307
Add ‘all_time’ period option to Period model by @hendriksen-mark in https://github.com/we-promise/sure/pull/279
PostHog support by @jjmata in https://github.com/we-promise/sure/pull/313
Fix textarea display issue by @alessiocappa in https://github.com/we-promise/sure/pull/169
Fixes & Improvements by @sokie in https://github.com/we-promise/sure/pull/316
Remove plaid initialiser by @sokie in https://github.com/we-promise/sure/pull/317
ADD: Additional ES locales by @SergiSvK in https://github.com/we-promise/sure/pull/294
Tweaks to ES locale by @jjmata in https://github.com/we-promise/sure/pull/320
Pre-fill login credentials in PikaPods demo site by @jjmata in https://github.com/we-promise/sure/pull/288
No CACHE_REDIS_URL used anywhere else by @jjmata in https://github.com/we-promise/sure/pull/323
Filter language selector to show only supported locales by @jjmata in https://github.com/we-promise/sure/pull/324
Add support for manual recurring transaction creation by @sokie in https://github.com/we-promise/sure/pull/311
Add support to unlink lunch flow accounts by @sokie in https://github.com/we-promise/sure/pull/318
PWA: Fix overflow issue with transaction edit/creation dialogue by @DeathCamel58 in https://github.com/we-promise/sure/pull/289
added german translation (de) by @ErNobyl-1 in https://github.com/we-promise/sure/pull/208
Cashflow should use default period (and related) by @jjmata in https://github.com/we-promise/sure/pull/328
Fix title overflow issue in chats by @alessiocappa in https://github.com/we-promise/sure/pull/331
UI Improvements for Ouflows Section by @alessiocappa in https://github.com/we-promise/sure/pull/334
update reports date picker by @hendriksen-mark in https://github.com/we-promise/sure/pull/337
Fix Yahoo Finance minor unit handling by @Matthew-Kilpatrick in https://github.com/we-promise/sure/pull/335
Support category .csv import by @jjmata in https://github.com/we-promise/sure/pull/326
Add .junie/guidelines.md for JetBrains Junie/RubyMine Support by @luckyPipewrench in https://github.com/we-promise/sure/pull/343
PWA offline error page + login page cleanup by @jjmata in https://github.com/we-promise/sure/pull/327
FIX holdings and exchange rate by @sokie in https://github.com/we-promise/sure/pull/345
Add support for provider selection by @sokie in https://github.com/we-promise/sure/pull/346
Add UI clarity for non-cash account balance tracking by @jjmata in https://github.com/we-promise/sure/pull/336
docs: add missing redis url variable in example env file by @xBlaz3kx in https://github.com/we-promise/sure/pull/348
FIX - Update recurring transactions status only for new records by @alessiocappa in https://github.com/we-promise/sure/pull/349
Simplefin enhancements v2 by @luckyPipewrench in https://github.com/we-promise/sure/pull/267
FIX AI categorization & Twelvedata currency by @sokie in https://github.com/we-promise/sure/pull/354
Fixes ‘current can’t be blank’ and Missing content by @luckyPipewrench in https://github.com/we-promise/sure/pull/357
Fetch reciprocal exchange rates when syncing market data by @jakubkottnauer in https://github.com/we-promise/sure/pull/358
Add scheduled job to sync all accounts every 24 hours by @jjmata in https://github.com/we-promise/sure/pull/330
Use TwelveData cross API for exotic exchange rates by @jakubkottnauer in https://github.com/we-promise/sure/pull/356
Implement graceful partial failure in SimpleFin importer to skip problematic accounts. by @luckyPipewrench in https://github.com/we-promise/sure/pull/362
Ensure disabled accounts remain visible for toggling by @jjmata in https://github.com/we-promise/sure/pull/361
Lunchflow settings family by @sokie in https://github.com/we-promise/sure/pull/363
Track failed LLM API calls in llm_usages table by @jjmata in https://github.com/we-promise/sure/pull/360
De‑duplicated error counts, hover‑only errors UI, and cleanup of removed modal routes/actions by @luckyPipewrench in https://github.com/we-promise/sure/pull/365
Add RO locales by @bzoicas in https://github.com/we-promise/sure/pull/359
UI Suggestions for Account Types in Setup Modal + Stats-Based Inactive Handling by @luckyPipewrench in https://github.com/we-promise/sure/pull/368
Fixed average cost calculation by @Valeron-T in https://github.com/we-promise/sure/pull/372
Rate exchange fix by @sokie in https://github.com/we-promise/sure/pull/377
Provider optimisation by @sokie in https://github.com/we-promise/sure/pull/375
Fix 500 error when custom date range end date precedes start date by @Copilot in https://github.com/we-promise/sure/pull/370
Improvements by @sokie in https://github.com/we-promise/sure/pull/379
Materialize holdings and refresh post‑import balances (credit/investment) by @luckyPipewrench in https://github.com/we-promise/sure/pull/367
Initial implementation of collapsible sections and re-order feature by @sokie in https://github.com/we-promise/sure/pull/355

New Contributors

@MarcBlattmann made their first contribution in https://github.com/we-promise/sure/pull/228
@luckyPipewrench made their first contribution in https://github.com/we-promise/sure/pull/226
@OrangeDrangon made their first contribution in https://github.com/we-promise/sure/pull/239
@ampersandru made their first contribution in https://github.com/we-promise/sure/pull/234
@albertsola made their first contribution in https://github.com/we-promise/sure/pull/238
@joaofrenor made their first contribution in https://github.com/we-promise/sure/pull/123
@J4ker made their first contribution in https://github.com/we-promise/sure/pull/286
@DeathCamel58 made their first contribution in https://github.com/we-promise/sure/pull/282
@Esteban-Bermudez made their first contribution in https://github.com/we-promise/sure/pull/312
@SergiSvK made their first contribution in https://github.com/we-promise/sure/pull/294
@ErNobyl-1 made their first contribution in https://github.com/we-promise/sure/pull/208
@Matthew-Kilpatrick made their first contribution in https://github.com/we-promise/sure/pull/335
@xBlaz3kx made their first contribution in https://github.com/we-promise/sure/pull/348
@jakubkottnauer made their first contribution in https://github.com/we-promise/sure/pull/358
@bzoicas made their first contribution in https://github.com/we-promise/sure/pull/359
@Valeron-T made their first contribution in https://github.com/we-promise/sure/pull/372

Full Changelog: https://github.com/we-promise/sure/compare/v0.6.4…v0.6.5