Sure v0.6.7 release notes

Another amazing month of progress with significant improvements in the tracking of investment holdings (specially via SimpleFIN Bridge sync, but benefiting all providers) as well as the first appearance of (decidedly alpha) native mobile builds using Flutter.

New (beta) providers include: Coinbase, SnapTrade, CoinStats as well as “direct connect” to our first bank: Mercury via their API.

Tax groupings were added, and new API endpoints introduced (/api/v1/imports, /api/v1/tags and /api/v1/merchants) now all documented consistently here.

The progressive web app got lots of love/attention to detail, and our Helm Chart also was improved significantly.

The Cashflow Sankey visualization is now multi-level, and can be expanded: Screenshot 2026-02-01 at 8 29 30 PM

These are just some of the highlights … check below for all the receipts!

What’s Changed

Bump httparty from 0.23.1 to 0.24.0 by @dependabot[bot] in https://github.com/we-promise/sure/pull/524
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation by @luckyPipewrench in https://github.com/we-promise/sure/pull/544
DS::Menu: Fix page jump when opened by @DeathCamel58 in https://github.com/we-promise/sure/pull/520
Fix: Simplefin account re-link duplication by @luckyPipewrench in https://github.com/we-promise/sure/pull/554
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing by @EthanC in https://github.com/we-promise/sure/pull/512
Fix missing SimpleFIN investment account transactions by @luckyPipewrench in https://github.com/we-promise/sure/pull/562
Investment prices fixes by @sokie in https://github.com/we-promise/sure/pull/559
Update button styles in family export form by @hendriksen-mark in https://github.com/we-promise/sure/pull/549
Scope Plaid Link script to Plaid flows by @jjmata in https://github.com/we-promise/sure/pull/511
Chained Authentication Vulnerability Fix by @luckyPipewrench in https://github.com/we-promise/sure/pull/569
Fix disabled rules executing during automatic sync by @Copilot in https://github.com/we-promise/sure/pull/552
Fix variable injection vulnerability in helm-release workflow by @luojiyin1987 in https://github.com/we-promise/sure/pull/541
Added troubleshooting information for CSV import. by @zenaufa in https://github.com/we-promise/sure/pull/558
FIX migration files ordering by @sokie in https://github.com/we-promise/sure/pull/577
Mobile native client via Flutter by @dwvwdv in https://github.com/we-promise/sure/pull/426
Fix false positive inactive hints for SimpleFin accounts during chunked imports by @luckyPipewrench in https://github.com/we-promise/sure/pull/573
Upgrade lucide-rails from 0.2.0 to 0.7.3 by @JulienOrain in https://github.com/we-promise/sure/pull/570
Implement Run all rules by @sokie in https://github.com/we-promise/sure/pull/582
Add stale SimpleFin account detection and improve unlink cleanup by @luckyPipewrench in https://github.com/we-promise/sure/pull/574
Fix linked account balance currency mismatch by @samuelcseto in https://github.com/we-promise/sure/pull/566
Revert “FIX migration files ordering” by @jjmata in https://github.com/we-promise/sure/pull/583
FIX providers invalid currency handling by @sokie in https://github.com/we-promise/sure/pull/589
Add investment tracking to expenses by @sokie in https://github.com/we-promise/sure/pull/381
Implement holdings for lunch flow by @sokie in https://github.com/we-promise/sure/pull/590
Fix provider merchant lookup to handle case variations in names by @samuelcseto in https://github.com/we-promise/sure/pull/587
Add global sync summary component for all providers by @luckyPipewrench in https://github.com/we-promise/sure/pull/588
Merchants improvements by @sokie in https://github.com/we-promise/sure/pull/594
Support uncategorized investments by @sokie in https://github.com/we-promise/sure/pull/593
Workflow chores: publish Flutter builds & bump alpha versions by @jjmata in https://github.com/we-promise/sure/pull/599
Provider investment fixes by @sokie in https://github.com/we-promise/sure/pull/600
Feat: /import endpoint & drag-n-drop imports by @adamescj in https://github.com/we-promise/sure/pull/501
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks by @luckyPipewrench in https://github.com/we-promise/sure/pull/412
Remove invalid logo.synthfinance.com URLs from merchants table by @Copilot in https://github.com/we-promise/sure/pull/553
Add pending transaction handling and duplicate reconciliation logic by @luckyPipewrench in https://github.com/we-promise/sure/pull/602
feat(zh-TW): add Traditional Chinese localization support by @Rukeith in https://github.com/we-promise/sure/pull/503
Add Redis Sentinel support for Sidekiq high availability by @Copilot in https://github.com/we-promise/sure/pull/457
Fix struct compatibility error in IncomeStatement::Totals by @jjmata in https://github.com/we-promise/sure/pull/603
CSV drag&drop styling fixes by @sokie in https://github.com/we-promise/sure/pull/604
Mobile offline features by @dwvwdv in https://github.com/we-promise/sure/pull/580
Generic LLMs improvements by @sokie in https://github.com/we-promise/sure/pull/605
Revert “Add print stylesheet for reports page” by @jjmata in https://github.com/we-promise/sure/pull/609
Mobile llm features by @dwvwdv in https://github.com/we-promise/sure/pull/610
Mobile more page features by @dwvwdv in https://github.com/we-promise/sure/pull/612
FIX reports page AI chat by @sokie in https://github.com/we-promise/sure/pull/614
feat: Include notes in transaction search by @alessiocappa in https://github.com/we-promise/sure/pull/615
Fix cost basis handling for holdings without trade history by @luckyPipewrench in https://github.com/we-promise/sure/pull/619
Implement Requested Fixes for CoinStats Integration by @EthanC in https://github.com/we-promise/sure/pull/621
Fix CSV import for non-UTF-8 encodings (Windows-1250, ISO-8859-2, etc.) by @Copilot in https://github.com/we-promise/sure/pull/617
Add cost basis source tracking with manual override and lock protection by @luckyPipewrench in https://github.com/we-promise/sure/pull/623
Reports print functionality by @sokie in https://github.com/we-promise/sure/pull/622
feat: Add automatic sync settings by @alessiocappa in https://github.com/we-promise/sure/pull/618
Multi-provider SSO with admin UI and SAML support by @luckyPipewrench in https://github.com/we-promise/sure/pull/538
Updated documentation for release v0.6.7-alpha.1 by @onel in https://github.com/we-promise/sure/pull/563
Fix: Transaction Sync Issues & Enhanced Debugging by @dwvwdv in https://github.com/we-promise/sure/pull/632
Fix SimpleFIN dormant credit cards showing credit limit as debt by @luckyPipewrench in https://github.com/we-promise/sure/pull/630
Add support for displaying and managing legacy SSO providers by @luckyPipewrench in https://github.com/we-promise/sure/pull/628
Fix SimpleFIN reconnection creating duplicates and status not auto-recovering by @luckyPipewrench in https://github.com/we-promise/sure/pull/631
feat: Add Merchants and Tags API v1 Endpoints by @jospaquim in https://github.com/we-promise/sure/pull/620
Investment activity labels and classification by @luckyPipewrench in https://github.com/we-promise/sure/pull/608
Fix category assignment in transaction overview on desktop (duplicate category menu IDs for mobile/desktop) by @ptr-b in https://github.com/we-promise/sure/pull/627
FIX: Small layout adjustments by @alessiocappa in https://github.com/we-promise/sure/pull/507
Add config import csv skip first x rows by @kysre in https://github.com/we-promise/sure/pull/508
Fix tags getting removed after / during bank sync by @jjmata in https://github.com/we-promise/sure/pull/634
Fix account Subtypes not getting updated/saved by @jjmata in https://github.com/we-promise/sure/pull/635
FIX Yahoo issues by @sokie in https://github.com/we-promise/sure/pull/636
Add sso_audit_logs association and clear logs in demo data cleaner by @luckyPipewrench in https://github.com/we-promise/sure/pull/638
Add primary text color to amount in header by @hendriksen-mark in https://github.com/we-promise/sure/pull/640
Fix SimpleFIN liability balance sign when transaction history is incomplete by @luckyPipewrench in https://github.com/we-promise/sure/pull/642
fix(api): Use authorize_scope! for merchants and tags controllers by @jospaquim in https://github.com/we-promise/sure/pull/643
Update selection bar styles and group classes by @hendriksen-mark in https://github.com/we-promise/sure/pull/648
fix: Investments page mobile by @alessiocappa in https://github.com/we-promise/sure/pull/654
feat: Add more category icons by @alessiocappa in https://github.com/we-promise/sure/pull/651
fix: PWA display issues by @alessiocappa in https://github.com/we-promise/sure/pull/653
FIX merchant regression by @sokie in https://github.com/we-promise/sure/pull/659
Family merchant logo by @sokie in https://github.com/we-promise/sure/pull/660
fix: removed check for redis managed image as it causes crash by @dariogmori in https://github.com/we-promise/sure/pull/661
i18n: Add French translations by @foXaCe in https://github.com/we-promise/sure/pull/658
docs: Documentation update for v0.6.7-alpha.8 by @onel in https://github.com/we-promise/sure/pull/647
i18n: Fix and complete French translations by @foXaCe in https://github.com/we-promise/sure/pull/673
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls by @luckyPipewrench in https://github.com/we-promise/sure/pull/671
Fix missing SSO JIT account creation template by @luckyPipewrench in https://github.com/we-promise/sure/pull/679
Improve investment activity labels UX and add convert-to-trade feature by @luckyPipewrench in https://github.com/we-promise/sure/pull/649
Make first user of instance automatically super_admin by @luckyPipewrench in https://github.com/we-promise/sure/pull/655
fix: Locale-aware currency formatting by @foXaCe in https://github.com/we-promise/sure/pull/677
UI quick fixes by @nuno-am in https://github.com/we-promise/sure/pull/684
fix: Allow locale preview on onboarding preferences page by @jjmata in https://github.com/we-promise/sure/pull/682
Fix security resolver picking wrong ticker variants by @luckyPipewrench in https://github.com/we-promise/sure/pull/688
Add Spanish localization for reports by @Vivic87 in https://github.com/we-promise/sure/pull/694
Remove relative positioning from net worth chart div by @hendriksen-mark in https://github.com/we-promise/sure/pull/687
feat: Support multiple crypto wallets with same token by @foXaCe in https://github.com/we-promise/sure/pull/676
fix: Net chart tooltip position in PWA by @alessiocappa in https://github.com/we-promise/sure/pull/695
Allow manual entry on linked accounts by @luckyPipewrench in https://github.com/we-promise/sure/pull/689
fix: Properly compute credit card balance for Enable Banking accounts by @alessiocappa in https://github.com/we-promise/sure/pull/663
Add tax treatment classification for investment accounts with international support by @luckyPipewrench in https://github.com/we-promise/sure/pull/693
feat: Allow to change country code in already existing Enable Banking connection by @alessiocappa in https://github.com/we-promise/sure/pull/699
Add Dutch (nl) translations for UI and models by @hendriksen-mark in https://github.com/we-promise/sure/pull/702
Add gains by tax treatment to investment report with grouped subtype dropdown by @luckyPipewrench in https://github.com/we-promise/sure/pull/701
Improve convert-to-trade security selection with search-first UX by @luckyPipewrench in https://github.com/we-promise/sure/pull/703
Move exchange MIC codes to config/exchanges.yml by @luckyPipewrench in https://github.com/we-promise/sure/pull/708
Add missing swagger for https://github.com/we-promise/sure/pull/501 by @sokie in https://github.com/we-promise/sure/pull/707
MERGE doc/adding_https_info INTO main by @hyryel in https://github.com/we-promise/sure/pull/709
fix: avoid cached result bypass in Yahoo Finance provider by @TDemeco in https://github.com/we-promise/sure/pull/686
Correct brokerage cash calculation for SimpleFIN investment accounts by @luckyPipewrench in https://github.com/we-promise/sure/pull/710
fix: Move rule application to perform_post_sync method by @alessiocappa in https://github.com/we-promise/sure/pull/705
feat(i18n): update Catalan translations by @pmontp19 in https://github.com/we-promise/sure/pull/644
feat: Add subcategory breakdown to Cash Flow Sankey and Reports by @dgilperez in https://github.com/we-promise/sure/pull/639
feat(settings): add pagination to imports and exports pages by @JulienOrain in https://github.com/we-promise/sure/pull/598
refactor: Move money market tickers config to initializer by @luckyPipewrench in https://github.com/we-promise/sure/pull/712
fix: installing cloudnative-pg as namespace bound and bumped cnpg operator to 0.27 by @dariogmori in https://github.com/we-promise/sure/pull/714
fix: Adjust chat page UI on mobile (PWA) by @alessiocappa in https://github.com/we-promise/sure/pull/717
refactor: Import and Export sections by @nuno-am in https://github.com/we-promise/sure/pull/719
Fix “black hole” - Make investment contributions visible in cashflow with auto-categorization by @luckyPipewrench in https://github.com/we-promise/sure/pull/718
FIX OpenAPI auth specs by @sokie in https://github.com/we-promise/sure/pull/722
Implement a setting to retrieve high res logos by @sokie in https://github.com/we-promise/sure/pull/725
Rename billing to payment throughout the codebase by @jjmata in https://github.com/we-promise/sure/pull/726
Add option for FOSS contribution payments by @jjmata in https://github.com/we-promise/sure/pull/730
Add backup service to Docker Compose configuration by @LifeofDan-EL in https://github.com/we-promise/sure/pull/637
Allow subcategories to inherit parent budget without individual limits by @Copilot in https://github.com/we-promise/sure/pull/579
Add Coinbase exchange integration with CDP API support by @luckyPipewrench in https://github.com/we-promise/sure/pull/704
Fix Polish translation template error (and increase testing/fix other locales as well) by @jjmata in https://github.com/we-promise/sure/pull/734
feat: Support optional balance date column in account CSV imports by @Copilot in https://github.com/we-promise/sure/pull/736
Mercury integration by @sokie in https://github.com/we-promise/sure/pull/723
Add SnapTrade brokerage integration with full trade history support by @luckyPipewrench in https://github.com/we-promise/sure/pull/737
Fix SnapTrade cursorbot comments by @luckyPipewrench in https://github.com/we-promise/sure/pull/741
Exclude tax-advantaged account activity from budget & add provider data quality warnings by @luckyPipewrench in https://github.com/we-promise/sure/pull/724
fix: Use right arrow position when collapsing sections by @alessiocappa in https://github.com/we-promise/sure/pull/746
Add tests for SnapTrade by @luckyPipewrench in https://github.com/we-promise/sure/pull/742
Fix locale mismatch and add option activity type mappings by @luckyPipewrench in https://github.com/we-promise/sure/pull/743
feat: process pending transactions from lunchflow by @AdamWHY2K in https://github.com/we-promise/sure/pull/731
Add SnapTrade connection management UI for freeing up connection slots by @luckyPipewrench in https://github.com/we-promise/sure/pull/747
feat: Improve report page UI by @alessiocappa in https://github.com/we-promise/sure/pull/744
feat: implement expandable view for cashflow sankey chart by @CylonN8 in https://github.com/we-promise/sure/pull/739
test(api): Add request specs for merchants and tags endpoints by @jospaquim in https://github.com/we-promise/sure/pull/645
fix: add auto-refresh for processing exports on index page by @eureka928 in https://github.com/we-promise/sure/pull/715
fix: Broken /terms and /privacy routes by @jjmata in https://github.com/we-promise/sure/pull/749
Hide contribution payments from demo user(s) by @jjmata in https://github.com/we-promise/sure/pull/738
Add security remapping for holdings with sync protection by @luckyPipewrench in https://github.com/we-promise/sure/pull/692
fix: Show cancellation message when subscription is pending cancellation by @jjmata in https://github.com/we-promise/sure/pull/752
Enhance provider generator with production-ready scaffolding by @luckyPipewrench in https://github.com/we-promise/sure/pull/748
fix: Handle missing encryption keys gracefully on Poviders config page by @jjmata in https://github.com/we-promise/sure/pull/753
Initial security fixes by @sokie in https://github.com/we-promise/sure/pull/461
Enhanced Import Amount Type Selection by @hendriksen-mark in https://github.com/we-promise/sure/pull/506
fix: Enable scrolling on login page for small mobile devices by @jjmata in https://github.com/we-promise/sure/pull/754
Unify provider and account card UI and move setup actions to menus by @luckyPipewrench in https://github.com/we-promise/sure/pull/755
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts by @luckyPipewrench in https://github.com/we-promise/sure/pull/760
fix: Support encryption keys via environment variables in managed mode by @jjmata in https://github.com/we-promise/sure/pull/762
feat: Display shared budget as a badge by @alessiocappa in https://github.com/we-promise/sure/pull/756
Add protection indicator to entries and unlock functionality by @luckyPipewrench in https://github.com/we-promise/sure/pull/765
Move misindented transaction show keys to correct YAML nesting by @luckyPipewrench in https://github.com/we-promise/sure/pull/767
Use browser Accept-Language for login and onboarding locale by @jjmata in https://github.com/we-promise/sure/pull/768
fix: Register sync_all_accounts cron job on Sidekiq startup by @ptr-b in https://github.com/we-promise/sure/pull/764
fix: use port configured in .env by @GilDev in https://github.com/we-promise/sure/pull/773
fix: wrong link in onboarding guide by @GilDev in https://github.com/we-promise/sure/pull/777
fix: Add border to Merchant’s logo by @alessiocappa in https://github.com/we-promise/sure/pull/776
fix: Remove fixed height on tags field in bulk update by @alessiocappa in https://github.com/we-promise/sure/pull/778
Contribution payments copy/edits by @jjmata in https://github.com/we-promise/sure/pull/782
Generalize pre-release bump workflow by @jjmata in https://github.com/we-promise/sure/pull/779

New Contributors

@EthanC made their first contribution in https://github.com/we-promise/sure/pull/512
@luojiyin1987 made their first contribution in https://github.com/we-promise/sure/pull/541
@zenaufa made their first contribution in https://github.com/we-promise/sure/pull/558
@JulienOrain made their first contribution in https://github.com/we-promise/sure/pull/570
@samuelcseto made their first contribution in https://github.com/we-promise/sure/pull/566
@Rukeith made their first contribution in https://github.com/we-promise/sure/pull/503
@onel made their first contribution in https://github.com/we-promise/sure/pull/563
@jospaquim made their first contribution in https://github.com/we-promise/sure/pull/620
@ptr-b made their first contribution in https://github.com/we-promise/sure/pull/627
@kysre made their first contribution in https://github.com/we-promise/sure/pull/508
@dariogmori made their first contribution in https://github.com/we-promise/sure/pull/661
@foXaCe made their first contribution in https://github.com/we-promise/sure/pull/658
@nuno-am made their first contribution in https://github.com/we-promise/sure/pull/684
@Vivic87 made their first contribution in https://github.com/we-promise/sure/pull/694
@hyryel made their first contribution in https://github.com/we-promise/sure/pull/709
@TDemeco made their first contribution in https://github.com/we-promise/sure/pull/686
@dgilperez made their first contribution in https://github.com/we-promise/sure/pull/639
@LifeofDan-EL made their first contribution in https://github.com/we-promise/sure/pull/637
@AdamWHY2K made their first contribution in https://github.com/we-promise/sure/pull/731
@CylonN8 made their first contribution in https://github.com/we-promise/sure/pull/739
@GilDev made their first contribution in https://github.com/we-promise/sure/pull/773

Full Changelog: https://github.com/we-promise/sure/compare/v0.6.6…v0.6.7

Mobile Debug Builds

This release includes debug builds of the mobile applications. Download from the Assets area below.

Android APK: Debug build for testing on Android devices
iOS Build: Unsigned iOS build (requires code signing for installation)

Note: These are debug builds intended for testing purposes. For production use, please build from source with proper signing credentials.

What’s Changed

Bump httparty from 0.23.1 to 0.24.0 by @dependabot[bot] in https://github.com/we-promise/sure/pull/524
Harden SimpleFin sync: retries, safer imports, manual relinking, and data-quality reconciliation by @luckyPipewrench in https://github.com/we-promise/sure/pull/544
DS::Menu: Fix page jump when opened by @DeathCamel58 in https://github.com/we-promise/sure/pull/520
Fix: Simplefin account re-link duplication by @luckyPipewrench in https://github.com/we-promise/sure/pull/554
Add (beta) CoinStats Crypto Wallet Integration with Balance and Transaction Syncing by @EthanC in https://github.com/we-promise/sure/pull/512
Fix missing SimpleFIN investment account transactions by @luckyPipewrench in https://github.com/we-promise/sure/pull/562
Investment prices fixes by @sokie in https://github.com/we-promise/sure/pull/559
Update button styles in family export form by @hendriksen-mark in https://github.com/we-promise/sure/pull/549
Scope Plaid Link script to Plaid flows by @jjmata in https://github.com/we-promise/sure/pull/511
Chained Authentication Vulnerability Fix by @luckyPipewrench in https://github.com/we-promise/sure/pull/569
Fix disabled rules executing during automatic sync by @Copilot in https://github.com/we-promise/sure/pull/552
Fix variable injection vulnerability in helm-release workflow by @luojiyin1987 in https://github.com/we-promise/sure/pull/541
Added troubleshooting information for CSV import. by @zenaufa in https://github.com/we-promise/sure/pull/558
FIX migration files ordering by @sokie in https://github.com/we-promise/sure/pull/577
Mobile native client via Flutter by @dwvwdv in https://github.com/we-promise/sure/pull/426
Fix false positive inactive hints for SimpleFin accounts during chunked imports by @luckyPipewrench in https://github.com/we-promise/sure/pull/573
Upgrade lucide-rails from 0.2.0 to 0.7.3 by @JulienOrain in https://github.com/we-promise/sure/pull/570
Implement Run all rules by @sokie in https://github.com/we-promise/sure/pull/582
Add stale SimpleFin account detection and improve unlink cleanup by @luckyPipewrench in https://github.com/we-promise/sure/pull/574
Fix linked account balance currency mismatch by @samuelcseto in https://github.com/we-promise/sure/pull/566
Revert “FIX migration files ordering” by @jjmata in https://github.com/we-promise/sure/pull/583
FIX providers invalid currency handling by @sokie in https://github.com/we-promise/sure/pull/589
Add investment tracking to expenses by @sokie in https://github.com/we-promise/sure/pull/381
Implement holdings for lunch flow by @sokie in https://github.com/we-promise/sure/pull/590
Fix provider merchant lookup to handle case variations in names by @samuelcseto in https://github.com/we-promise/sure/pull/587
Add global sync summary component for all providers by @luckyPipewrench in https://github.com/we-promise/sure/pull/588
Merchants improvements by @sokie in https://github.com/we-promise/sure/pull/594
Support uncategorized investments by @sokie in https://github.com/we-promise/sure/pull/593
Workflow chores: publish Flutter builds & bump alpha versions by @jjmata in https://github.com/we-promise/sure/pull/599
Provider investment fixes by @sokie in https://github.com/we-promise/sure/pull/600
Feat: /import endpoint & drag-n-drop imports by @adamescj in https://github.com/we-promise/sure/pull/501
Add overpayment detection for SimpleFIN liabilities (default ON) with heuristic-based classification and robust fallbacks by @luckyPipewrench in https://github.com/we-promise/sure/pull/412
Remove invalid logo.synthfinance.com URLs from merchants table by @Copilot in https://github.com/we-promise/sure/pull/553
Add pending transaction handling and duplicate reconciliation logic by @luckyPipewrench in https://github.com/we-promise/sure/pull/602
feat(zh-TW): add Traditional Chinese localization support by @Rukeith in https://github.com/we-promise/sure/pull/503
Add Redis Sentinel support for Sidekiq high availability by @Copilot in https://github.com/we-promise/sure/pull/457
Fix struct compatibility error in IncomeStatement::Totals by @jjmata in https://github.com/we-promise/sure/pull/603
CSV drag&drop styling fixes by @sokie in https://github.com/we-promise/sure/pull/604
Mobile offline features by @dwvwdv in https://github.com/we-promise/sure/pull/580
Generic LLMs improvements by @sokie in https://github.com/we-promise/sure/pull/605
Revert “Add print stylesheet for reports page” by @jjmata in https://github.com/we-promise/sure/pull/609
Mobile llm features by @dwvwdv in https://github.com/we-promise/sure/pull/610
Mobile more page features by @dwvwdv in https://github.com/we-promise/sure/pull/612
FIX reports page AI chat by @sokie in https://github.com/we-promise/sure/pull/614
feat: Include notes in transaction search by @alessiocappa in https://github.com/we-promise/sure/pull/615
Fix cost basis handling for holdings without trade history by @luckyPipewrench in https://github.com/we-promise/sure/pull/619
Implement Requested Fixes for CoinStats Integration by @EthanC in https://github.com/we-promise/sure/pull/621
Fix CSV import for non-UTF-8 encodings (Windows-1250, ISO-8859-2, etc.) by @Copilot in https://github.com/we-promise/sure/pull/617
Add cost basis source tracking with manual override and lock protection by @luckyPipewrench in https://github.com/we-promise/sure/pull/623
Reports print functionality by @sokie in https://github.com/we-promise/sure/pull/622
feat: Add automatic sync settings by @alessiocappa in https://github.com/we-promise/sure/pull/618
Multi-provider SSO with admin UI and SAML support by @luckyPipewrench in https://github.com/we-promise/sure/pull/538
Updated documentation for release v0.6.7-alpha.1 by @onel in https://github.com/we-promise/sure/pull/563
Fix: Transaction Sync Issues & Enhanced Debugging by @dwvwdv in https://github.com/we-promise/sure/pull/632
Fix SimpleFIN dormant credit cards showing credit limit as debt by @luckyPipewrench in https://github.com/we-promise/sure/pull/630
Add support for displaying and managing legacy SSO providers by @luckyPipewrench in https://github.com/we-promise/sure/pull/628
Fix SimpleFIN reconnection creating duplicates and status not auto-recovering by @luckyPipewrench in https://github.com/we-promise/sure/pull/631
feat: Add Merchants and Tags API v1 Endpoints by @jospaquim in https://github.com/we-promise/sure/pull/620
Investment activity labels and classification by @luckyPipewrench in https://github.com/we-promise/sure/pull/608
Fix category assignment in transaction overview on desktop (duplicate category menu IDs for mobile/desktop) by @ptr-b in https://github.com/we-promise/sure/pull/627
FIX: Small layout adjustments by @alessiocappa in https://github.com/we-promise/sure/pull/507
Add config import csv skip first x rows by @kysre in https://github.com/we-promise/sure/pull/508
Fix tags getting removed after / during bank sync by @jjmata in https://github.com/we-promise/sure/pull/634
Fix account Subtypes not getting updated/saved by @jjmata in https://github.com/we-promise/sure/pull/635
FIX Yahoo issues by @sokie in https://github.com/we-promise/sure/pull/636
Add sso_audit_logs association and clear logs in demo data cleaner by @luckyPipewrench in https://github.com/we-promise/sure/pull/638
Add primary text color to amount in header by @hendriksen-mark in https://github.com/we-promise/sure/pull/640
Fix SimpleFIN liability balance sign when transaction history is incomplete by @luckyPipewrench in https://github.com/we-promise/sure/pull/642
fix(api): Use authorize_scope! for merchants and tags controllers by @jospaquim in https://github.com/we-promise/sure/pull/643
Update selection bar styles and group classes by @hendriksen-mark in https://github.com/we-promise/sure/pull/648
fix: Investments page mobile by @alessiocappa in https://github.com/we-promise/sure/pull/654
feat: Add more category icons by @alessiocappa in https://github.com/we-promise/sure/pull/651
fix: PWA display issues by @alessiocappa in https://github.com/we-promise/sure/pull/653
FIX merchant regression by @sokie in https://github.com/we-promise/sure/pull/659
Family merchant logo by @sokie in https://github.com/we-promise/sure/pull/660
fix: removed check for redis managed image as it causes crash by @dariogmori in https://github.com/we-promise/sure/pull/661
i18n: Add French translations by @foXaCe in https://github.com/we-promise/sure/pull/658
docs: Documentation update for v0.6.7-alpha.8 by @onel in https://github.com/we-promise/sure/pull/647
i18n: Fix and complete French translations by @foXaCe in https://github.com/we-promise/sure/pull/673
Harden SimpleFIN sync: protect user data, fix stuck syncs, optimize API calls by @luckyPipewrench in https://github.com/we-promise/sure/pull/671
Fix missing SSO JIT account creation template by @luckyPipewrench in https://github.com/we-promise/sure/pull/679
Improve investment activity labels UX and add convert-to-trade feature by @luckyPipewrench in https://github.com/we-promise/sure/pull/649
Make first user of instance automatically super_admin by @luckyPipewrench in https://github.com/we-promise/sure/pull/655
fix: Locale-aware currency formatting by @foXaCe in https://github.com/we-promise/sure/pull/677
UI quick fixes by @nuno-am in https://github.com/we-promise/sure/pull/684
fix: Allow locale preview on onboarding preferences page by @jjmata in https://github.com/we-promise/sure/pull/682
Fix security resolver picking wrong ticker variants by @luckyPipewrench in https://github.com/we-promise/sure/pull/688
Add Spanish localization for reports by @Vivic87 in https://github.com/we-promise/sure/pull/694
Remove relative positioning from net worth chart div by @hendriksen-mark in https://github.com/we-promise/sure/pull/687
feat: Support multiple crypto wallets with same token by @foXaCe in https://github.com/we-promise/sure/pull/676
fix: Net chart tooltip position in PWA by @alessiocappa in https://github.com/we-promise/sure/pull/695
Allow manual entry on linked accounts by @luckyPipewrench in https://github.com/we-promise/sure/pull/689
fix: Properly compute credit card balance for Enable Banking accounts by @alessiocappa in https://github.com/we-promise/sure/pull/663
Add tax treatment classification for investment accounts with international support by @luckyPipewrench in https://github.com/we-promise/sure/pull/693
feat: Allow to change country code in already existing Enable Banking connection by @alessiocappa in https://github.com/we-promise/sure/pull/699
Add Dutch (nl) translations for UI and models by @hendriksen-mark in https://github.com/we-promise/sure/pull/702
Add gains by tax treatment to investment report with grouped subtype dropdown by @luckyPipewrench in https://github.com/we-promise/sure/pull/701
Improve convert-to-trade security selection with search-first UX by @luckyPipewrench in https://github.com/we-promise/sure/pull/703
Move exchange MIC codes to config/exchanges.yml by @luckyPipewrench in https://github.com/we-promise/sure/pull/708
Add missing swagger for https://github.com/we-promise/sure/pull/501 by @sokie in https://github.com/we-promise/sure/pull/707
MERGE doc/adding_https_info INTO main by @hyryel in https://github.com/we-promise/sure/pull/709
fix: avoid cached result bypass in Yahoo Finance provider by @TDemeco in https://github.com/we-promise/sure/pull/686
Correct brokerage cash calculation for SimpleFIN investment accounts by @luckyPipewrench in https://github.com/we-promise/sure/pull/710
fix: Move rule application to perform_post_sync method by @alessiocappa in https://github.com/we-promise/sure/pull/705
feat(i18n): update Catalan translations by @pmontp19 in https://github.com/we-promise/sure/pull/644
feat: Add subcategory breakdown to Cash Flow Sankey and Reports by @dgilperez in https://github.com/we-promise/sure/pull/639
feat(settings): add pagination to imports and exports pages by @JulienOrain in https://github.com/we-promise/sure/pull/598
refactor: Move money market tickers config to initializer by @luckyPipewrench in https://github.com/we-promise/sure/pull/712
fix: installing cloudnative-pg as namespace bound and bumped cnpg operator to 0.27 by @dariogmori in https://github.com/we-promise/sure/pull/714
fix: Adjust chat page UI on mobile (PWA) by @alessiocappa in https://github.com/we-promise/sure/pull/717
refactor: Import and Export sections by @nuno-am in https://github.com/we-promise/sure/pull/719
Fix “black hole” - Make investment contributions visible in cashflow with auto-categorization by @luckyPipewrench in https://github.com/we-promise/sure/pull/718
FIX OpenAPI auth specs by @sokie in https://github.com/we-promise/sure/pull/722
Implement a setting to retrieve high res logos by @sokie in https://github.com/we-promise/sure/pull/725
Rename billing to payment throughout the codebase by @jjmata in https://github.com/we-promise/sure/pull/726
Add option for FOSS contribution payments by @jjmata in https://github.com/we-promise/sure/pull/730
Add backup service to Docker Compose configuration by @LifeofDan-EL in https://github.com/we-promise/sure/pull/637
Allow subcategories to inherit parent budget without individual limits by @Copilot in https://github.com/we-promise/sure/pull/579
Add Coinbase exchange integration with CDP API support by @luckyPipewrench in https://github.com/we-promise/sure/pull/704
Fix Polish translation template error (and increase testing/fix other locales as well) by @jjmata in https://github.com/we-promise/sure/pull/734
feat: Support optional balance date column in account CSV imports by @Copilot in https://github.com/we-promise/sure/pull/736
Mercury integration by @sokie in https://github.com/we-promise/sure/pull/723
Add SnapTrade brokerage integration with full trade history support by @luckyPipewrench in https://github.com/we-promise/sure/pull/737
Fix SnapTrade cursorbot comments by @luckyPipewrench in https://github.com/we-promise/sure/pull/741
Exclude tax-advantaged account activity from budget & add provider data quality warnings by @luckyPipewrench in https://github.com/we-promise/sure/pull/724
fix: Use right arrow position when collapsing sections by @alessiocappa in https://github.com/we-promise/sure/pull/746
Add tests for SnapTrade by @luckyPipewrench in https://github.com/we-promise/sure/pull/742
Fix locale mismatch and add option activity type mappings by @luckyPipewrench in https://github.com/we-promise/sure/pull/743
feat: process pending transactions from lunchflow by @AdamWHY2K in https://github.com/we-promise/sure/pull/731
Add SnapTrade connection management UI for freeing up connection slots by @luckyPipewrench in https://github.com/we-promise/sure/pull/747
feat: Improve report page UI by @alessiocappa in https://github.com/we-promise/sure/pull/744
feat: implement expandable view for cashflow sankey chart by @CylonN8 in https://github.com/we-promise/sure/pull/739
test(api): Add request specs for merchants and tags endpoints by @jospaquim in https://github.com/we-promise/sure/pull/645
fix: add auto-refresh for processing exports on index page by @eureka928 in https://github.com/we-promise/sure/pull/715
fix: Broken /terms and /privacy routes by @jjmata in https://github.com/we-promise/sure/pull/749
Hide contribution payments from demo user(s) by @jjmata in https://github.com/we-promise/sure/pull/738
Add security remapping for holdings with sync protection by @luckyPipewrench in https://github.com/we-promise/sure/pull/692
fix: Show cancellation message when subscription is pending cancellation by @jjmata in https://github.com/we-promise/sure/pull/752
Enhance provider generator with production-ready scaffolding by @luckyPipewrench in https://github.com/we-promise/sure/pull/748
fix: Handle missing encryption keys gracefully on Poviders config page by @jjmata in https://github.com/we-promise/sure/pull/753
Initial security fixes by @sokie in https://github.com/we-promise/sure/pull/461
Enhanced Import Amount Type Selection by @hendriksen-mark in https://github.com/we-promise/sure/pull/506
fix: Enable scrolling on login page for small mobile devices by @jjmata in https://github.com/we-promise/sure/pull/754
Unify provider and account card UI and move setup actions to menus by @luckyPipewrench in https://github.com/we-promise/sure/pull/755
Rename raw_investments_payload to raw_holdings_payload for Plaid accounts by @luckyPipewrench in https://github.com/we-promise/sure/pull/760
fix: Support encryption keys via environment variables in managed mode by @jjmata in https://github.com/we-promise/sure/pull/762
feat: Display shared budget as a badge by @alessiocappa in https://github.com/we-promise/sure/pull/756
Add protection indicator to entries and unlock functionality by @luckyPipewrench in https://github.com/we-promise/sure/pull/765
Move misindented transaction show keys to correct YAML nesting by @luckyPipewrench in https://github.com/we-promise/sure/pull/767
Use browser Accept-Language for login and onboarding locale by @jjmata in https://github.com/we-promise/sure/pull/768
fix: Register sync_all_accounts cron job on Sidekiq startup by @ptr-b in https://github.com/we-promise/sure/pull/764
fix: use port configured in .env by @GilDev in https://github.com/we-promise/sure/pull/773
fix: wrong link in onboarding guide by @GilDev in https://github.com/we-promise/sure/pull/777
fix: Add border to Merchant’s logo by @alessiocappa in https://github.com/we-promise/sure/pull/776
fix: Remove fixed height on tags field in bulk update by @alessiocappa in https://github.com/we-promise/sure/pull/778
Contribution payments copy/edits by @jjmata in https://github.com/we-promise/sure/pull/782
Generalize pre-release bump workflow by @jjmata in https://github.com/we-promise/sure/pull/779

New Contributors

@EthanC made their first contribution in https://github.com/we-promise/sure/pull/512
@luojiyin1987 made their first contribution in https://github.com/we-promise/sure/pull/541
@zenaufa made their first contribution in https://github.com/we-promise/sure/pull/558
@JulienOrain made their first contribution in https://github.com/we-promise/sure/pull/570
@samuelcseto made their first contribution in https://github.com/we-promise/sure/pull/566
@Rukeith made their first contribution in https://github.com/we-promise/sure/pull/503
@onel made their first contribution in https://github.com/we-promise/sure/pull/563
@jospaquim made their first contribution in https://github.com/we-promise/sure/pull/620
@ptr-b made their first contribution in https://github.com/we-promise/sure/pull/627
@kysre made their first contribution in https://github.com/we-promise/sure/pull/508
@dariogmori made their first contribution in https://github.com/we-promise/sure/pull/661
@foXaCe made their first contribution in https://github.com/we-promise/sure/pull/658
@nuno-am made their first contribution in https://github.com/we-promise/sure/pull/684
@Vivic87 made their first contribution in https://github.com/we-promise/sure/pull/694
@hyryel made their first contribution in https://github.com/we-promise/sure/pull/709
@TDemeco made their first contribution in https://github.com/we-promise/sure/pull/686
@dgilperez made their first contribution in https://github.com/we-promise/sure/pull/639
@LifeofDan-EL made their first contribution in https://github.com/we-promise/sure/pull/637
@AdamWHY2K made their first contribution in https://github.com/we-promise/sure/pull/731
@CylonN8 made their first contribution in https://github.com/we-promise/sure/pull/739
@GilDev made their first contribution in https://github.com/we-promise/sure/pull/773

Full Changelog: https://github.com/we-promise/sure/compare/v0.6.6…v0.6.7