we-promise/sure v0.7.1 on GitHub

Another big release, folks (see the stats below if you don't believe me!)

The most visible change is probably the Bank Sync refresh. It’s cleaner, easier to follow, and just feels better than what we had before. Gone is the confusing "information only" screen, with separate Providers setup.

A second major addition is Statement Vault, which gives us a much better workflow for uploading, organizing, and verifying statement coverage.

The other thing that deserves a real mention is the design system overhaul. A lot of the product feels sharper in this release because a lot of UI work landed across shared primitives, component migrations, accessibility fixes, and consistency improvements throughout the app. This was a substantial part of the cycle.

There are also a lot of smaller but still meaningful improvements across dashboard exploration, banking reliability, linked account behavior, and general polish.

One useful way to frame the size of this release is the raw volume: v0.7.1 includes 206 merged PRs, which makes it larger than v0.7.0 by this count. Roughly a quarter of those PRs were design-system related or design-system-driven, so this wasn’t just a feature release — it was also a broad product-quality pass.

Recent release stats

Release — Month    Issues   PRs Closed
v0.6.5 — 2025-11       27   101 PRs (+1 hotfix / 7 PRs)
v0.6.6 — 2025-12       22    55 PRs (+1 hotfix / 2 PRs)
v0.6.7 — 2026-01       56   162 PRs
v0.6.8 — 2026-02       48   113 PRs
v0.6.9 — 2026-03       73    92 PRs
v0.7.0 — 2026-04       73   129 PRs (+3 hotfixes / 8 PRs)
v0.7.1 — 2026-05      105   206 PRs

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

fix: skip DemoFamilyRefreshJob in self-hosted mode by @wps260 in #1578
Move versioning from Rails initializer to .sure-version file by @jjmata in #1587
Fix SimpleFIN inverting Loan account balances by @GermanDZ in #1574
fix: run TestFlight upload on v* tags by @sure-admin in #1582
fix: currency being ignored for properties by @thiagodsti in #1556
fix: change postal_code column from integer to string by @thewillwilson in #1585
Improve error handling with user-friendly messages and classification by @jjmata in #1591
fix: Enable and persist notes and tags on split child transactions (#1535) by @xingxing21 in #1552
Added ability to bulk-edit transaction names for multiple selected transactions by @DataEnginr in #1553
Fix invite code being consumed on failed registration in invite-only mode by @francmart514 in #1576
Performance improvements in balance sync cache by @wps260 in #1581
fix(mobile): stop app icon source overwrite by @sure-admin in #1594
fix(imports): preserve account status from backups by @JSONbored in #1603
fix(budgets): stop auto-matched transfers leaking into category cards by @gariasf in #1588
fix(imports): preserve Sure opening balance history by @JSONbored in #1595
fix: use ProviderLoader for AuthConfig.sso_providers when DB providers enabled by @thewillwilson in #1614
refactor(design-system): single-source design tokens via DTCG JSON by @gariasf in #1604
feat(api): expose complete account export state by @JSONbored in #1597
fix(design-system): give cyan-900 a darker value than cyan-800 by @gariasf in #1619
feat(tokens): add $version field + document versioning policy by @gariasf in #1620
feat(design-system): live tokens reference page in Lookbook by @gariasf in #1618
feat(api): expose valuation history index by @JSONbored in #1596
feat(api): expose rule export endpoints by @JSONbored in #1602
feat(api): add recurring transaction endpoints by @JSONbored in #1600
fix(design-system): make inline <code> visible in prose dark mode by @gariasf in #1625
chore(design-system): replace dead Bootstrap classes with Sure tokens by @gariasf in #1621
feat(api): accept Sure NDJSON imports by @JSONbored in #1601
feat(api): expose import status details by @JSONbored in #1599
Optimize and Fix provider price fetches for sold securities and batch queries by @wps260 in #1580
refactor(i18n): standardize product name placeholder in import mappings by @sentry[bot] in #1631
fix(recurring): make account-scoping migration resilient to legacy duplicates by @sure-admin in #1623
ci: use include on matrix for runs-on by @Alxandr in #1649
feat(api): expose reset status polling by @JSONbored in #1598
fix: send first-time SnapTrade users to connect flow by @sure-admin in #1613
fix(mercury): support named multiple API connections by @JSONbored in #1627
feat(api): expose family exports by @JSONbored in #1632
fix(chat): eager pending AssistantMessage to fix Turbo subscribe race (#1657) by @tajchert in #1658
feat(auth): add WebAuthn MFA credentials by @JSONbored in #1628
feat(api): expose family settings by @JSONbored in #1645
feat(api): expose rule run history by @JSONbored in #1646
refactor(design-system): migrate fg-* utilities to text-* and remove namespace by @gariasf in #1626
feat(exports): preserve recurring transactions by @JSONbored in #1638
Add assurance vie to investment subtypes by @HugoleDino in #1665
feat(api): support idempotent valuation writes by @JSONbored in #1637
fix(design-system): replace undefined utility classes and broken /N modifiers by @gariasf in #1660
chore(design-system): swap raw gray classes for semantic tokens in settings/ by @gariasf in #1652
chore(design-system): swap raw gray classes for semantic tokens in holdings/ by @gariasf in #1654
chore(design-system): swap raw gray classes for semantic tokens across remaining views by @gariasf in #1655
feat(erb-lint): add DeprecatedClasses cop for raw gray utility classes by @gariasf in #1656
feat(exports): include holding snapshots by @JSONbored in #1643
fix(auth): surface exact OIDC issuer mismatches by @sure-admin in #1666
feat(investments): add India investment subtypes and exchange support by @ahnv in #1659
feat(api): expose securities and price history by @JSONbored in #1642
feat(api): expose import row diagnostics by @JSONbored in #1644
fix(auth): hash MFA backup codes by @JSONbored in #1629
Fix OpenAI Responses API stream error handling by @GermanDZ in #1669
Performance improvements in holding calculation pipeline by @wps260 in #1579
Fix SSO icon rendering for mixed-case provider icons by @sure-admin in #1674
feat(accounts): Highlight matching activity search text in entry names by @bugbug11111 in #1671
Revert "feat(accounts): Highlight matching activity search text in entry names" by @jjmata in #1682
feat(api): expose balance history by @JSONbored in #1641
feat(entries): Add amount validation and robustify monetizable concern by @sentry[bot] in #1680
fix(transactions): Ignore blank date in entry params by @sentry[bot] in #1688
feat(api): expose budget state by @JSONbored in #1640
Update link text for new account to use translation by @royto in #1690
feat(api): expose sync status by @JSONbored in #1635
feat: add Hungarian (hu) localization by @brandonvers in #1677
feat(api): allow creating categories via API by @GermanDZ in #1676
feat(api): expose provider connection health by @JSONbored in #1636
perf(accounts): kill sidebar/sparkline N+1s and cache the sidebar by @GermanDZ in #1683
Fix avg_cost to return per-share cost basis by @EdeAbreu23 in #1692
[codex] Complete Sophtron account mapping by @jjmata in #1698
feat(exports): preserve transfer decisions by @JSONbored in #1639
Reject revoked OAuth tokens in API v1 authentication by @jjmata in #1711
fix(transactions): update dialog content class for new transaction view by @thomasbaker9010251 in #1693
feat(enable-banking): safe pending transaction merge with sync re-import prevention by @CrossDrain in #1709
feat(splits): add exclusion support for splits and improve rendering by @CrossDrain in #1661
[codex] Add Sophtron manual sync fixes by @jjmata in #1714
docs(agents): add Design System Hygiene checklist for UI PRs by @gariasf in #1732
refactor(design-system): extend DS::Alert and migrate 9 inline alert blocks by @gariasf in #1731
i18n(es): fill high-value locale gaps by @sure-admin in #1733
Bank Sync cleanup by @jjmata in #1710
Mobile: custom proxy headers + small login UX fixes by @tajchert in #1748
feat(api): add transaction idempotency keys by @JSONbored in #1729
fix(design-system): DS::Alert alignment, accessibility, and hierarchy polish by @gariasf in #1734
feat(exports): add attachment manifest by @JSONbored in #1728
feat(api): add import preflight validation by @JSONbored in #1755
test(recurring): prove export roundtrip semantics by @JSONbored in #1727
fix(api): include disabled-account transaction history by @JSONbored in #1723
fix(enable-banking): import transactions missing transaction_id and entry_reference by @CrossDrain in #1767
feat(providers): add Kraken exchange sync by @JSONbored in #1759
feat(recurring): allow marking transfers as recurring by @gariasf in #1589
fix(imports): import raw balance records by @JSONbored in #1724
fix: correct SnapTrade cash activity signs by @sure-admin in #1634
Scope SnapTrade orphan cleanup to current family by @jjmata in #1769
Constrain Lunchflow base URL to trusted endpoint by @jjmata in #1768
fix(binance): support CRYPTO: prefix and USD stablecoins by @plind-junior in #1771
feat(mobile): add suggested questions to empty chat screen by @felixmuinde in #1773
fix(ds/dialog): use existing i18n namespace for close button label by @plind-junior in #1776
feat: opening_balance_date and opening_balance(i18n) by @IamTaoChen in #1377
feat(exports): add rule operand references by @JSONbored in #1726
fix(sso): preserve user-edited name across OIDC logins by @plind-junior in #1777
feat(mobile): add mass delete for chats by @felixmuinde in #1779
Add Interactive Brokers Provider by @gian-reto in #1722
ci: split unit and system test jobs by @sure-admin in #1787
fix(enable-banking): fix pending→posted auto-claim producing badge, duplicate, and wrong date by @CrossDrain in #1783
fix(enable-banking): gracefully skip PDNG fetch for ASPSPs that don't support it by @CrossDrain in #1789
feat(sync): add Brex provider connections by @JSONbored in #1752
fix(simplefin): treat Vanguard/Fidelity cost_basis as total when needed by @plind-junior in #1772
Mobile releases workflow fix by @jjmata in #1790
fix(exports): align CSV roundtrip contracts by @JSONbored in #1725
feat(statements): add account statement vault by @JSONbored in #1753
fix(mobile): respect system navigation bar inset on chat screen by @felixmuinde in #1784
feat(balance): Preserve historical balances as waypoints for linked accounts by @CrossDrain in #1663
Add period navigation arrows to Reports view by @joaocbatista in #1756
fix(enable-banking): preserve claimed pending date on subsequent syncs by @CrossDrain in #1797
fix(a11y): add skip-link and aria-current="page" to application layout by @oxtensor in #1781
fix(rules): count blocked rule transactions by @steadyfall in #1782
chore: GitHub workflow to auto-deploy PRs to Cloudflare by @jjmata in #880
fix(preview): use worker list metadata for cleanup by @sure-admin in #1799
feat(i18n): extract hardcoded English strings to locale files by @brandonvers in #1806
chore(ci): upgrade GitHub Actions to Node 24-compatible versions by @sure-admin in #1810
Retry Enable Banking sync with provider-corrected date range by @sure-admin in #1801
Add super_admin debug event log by @sure-admin in #1816
Add Actual Budget CSV import flow by @sure-admin in #1830
fix(pwa): serve manifest for html accept headers by @sure-admin in #1828
feat: beta features toggle + Beta pill primitive by @gariasf in #1829
feat(i18n): add Hungarian translations for strings extracted in #1806 by @brandonvers in #1817
fix(ibkr): correct historical cash/non-cash split for linked accounts by @CrossDrain in #1813
feat(i18n): complete Catalan translations + extract residual hardcoded strings by @gariasf in #1836
i18n(en): hardcode 'One error' in sso_providers errors_title singular form by @gariasf in #1854
refactor: rename beta features gate to preview features by @gariasf in #1837
fix(design-system): bump --color-success for WCAG 1.4.11 contrast by @gariasf in #1838
fix(design-system): DS::Toggle focus ring, role=switch, and semantic tokens by @gariasf in #1843
fix(design-system): DS::FilledIcon decorative-vs-meaningful API by @gariasf in #1842
fix(design-system): DS::Disclosure focus ring + motion-safe chevron rotation by @gariasf in #1841
fix(design-system): DS::Button a11y audit — focus ring, touch target, type default, icon-only label by @gariasf in #1840
feat(theme): broadcast theme:change event so SVG/canvas consumers can repaint by @gariasf in #1839
refactor(design-system): migrate 38 hand-rolled provider buttons to DS::Button / DS::Link (#1715 §5 part B) by @gariasf in #1860
fix(design-system): DS::Link a11y — distinguishable default, icon-only label, external-link hardening by @gariasf in #1844
fix(design-system): DS::Tooltip a11y — focusable trigger, keyboard parity, Esc dismiss by @gariasf in #1845
fix(design-system): DS::Dialog a11y — role, aria-modal, aria-labelledby, heading_level by @gariasf in #1846
fix(design-system): DS::Tabs a11y — WAI-ARIA tab pattern + keyboard nav by @gariasf in #1847
fix(design-system): DS::Select a11y — fix aria-expanded, listbox keyboard nav, label binding by @gariasf in #1848
refactor(design-system): migrate single-color tokens to @theme + lint @Utility /N footgun by @gariasf in #1849
refactor(design-system): migrate orphan btn-- buttons to DS::Button / DS::Link (#1715 §5 part A) by @gariasf in #1859
feat(design-system): split DS::Menu into strict action-list + new DS::Popover by @gariasf in #1850
fix(entry): Guard entryable_attributes for non-transaction entries in bulk_update! by @sentry[bot] in #1877
fix(imports): prevent MissingTemplate for JSON requests in index by @sentry[bot] in #1875
optimize net_category_totals() by using memoized cache by @bittensorrider in #1881
fix(helm): skip Redis/DB auto-wiring when extraEnv override is set by @luckyPipewrench in #1868
feat(dashboard): zoom into cashflow sankey categories by @tajchert in #1807
fix(destroy): prevent UnknownAttributeError in DestroyJob rescue by @sentry[bot] in #1852
feat(imports): verify Sure NDJSON import readback by @JSONbored in #1869
feat(design-system): add DS::SearchInput primitive (closes #1715 §3) by @gariasf in #1853
feat(design-system): DS::Disclosure :card variant + migrate 14 provider items (#1715 §6) by @gariasf in #1855
feat(design-system): migrate 3 provider panels to DS::Disclosure :card (#1715 §6) by @gariasf in #1856
feat(design-system): DS::Disclosure :card_inset variant + migrate ibkr_panel + settings/_section (#1715 §6) by @gariasf in #1857
feat(design-system): DS::Disclosure :inline variant + migrate indexa_capital + snaptrade panels (#1715 §6) by @gariasf in #1858
feat(design-system): extend DS::Pill with badge mode + semantic tones (#1751 PR A) by @gariasf in #1902
fix(settings/debugs): replace 2 raw palette tokens (DS drift) by @gariasf in #1903
fix(views): guard against nil entry.date in partials by @sentry[bot] in #1878
fix(settings/debugs): migrate in-cell <details> to DS::Disclosure :inline by @gariasf in #1916
refactor(transactions): migrate 5 transaction badges to DS::Pill (#1751 PR B) by @gariasf in #1917
refactor(providers): migrate provider badges to DS::Pill (#1751 PR C) by @gariasf in #1918
docs(ds-toggle): warn against external hidden_field_tag with same name by @gariasf in #1925
refactor(misc): migrate misc badges to DS::Pill (#1751 PR D) by @gariasf in #1919
fix(design-system): DS::Disclosure :default summary_content layout by @gariasf in #1929
fix(design-system): DS::Menu :icon_sm variant for dense action lists by @gariasf in #1930
fix(design-system): restore dark-mode contrast on Toggle + destructive borders by @gariasf in #1932
refactor(views): migrate 6 residual inline alerts to DS::Alert by @gariasf in #1933
fix(admin/users): parent space-y-6 for sibling section spacing by @gariasf in #1934
Use date comparisons for interval thresholds by @hendriksen-mark in #1923
refactor(transactions): migrate transfer_match badges to DS::Pill by @gariasf in #1939
Prevent Brand Fetch client ID autofill by @jakearmstrong59 in #1914
fix : account destroyed cascade transfer destruction then … by @arumaio in #1795
fix(enable_banking): match bank list search against BIC, not just name by @dripsmvcp in #1874
chore(helm): bump pipelock to 2.5.0 and surface 2.5 config by @luckyPipewrench in #1913
perf: use jemalloc as the default allocator by @ahnv in #1910
Add automatic not-gittensor PR labeling by @sure-admin in #1957
fix(locale): Handle blank locale submission gracefully by @sentry[bot] in #1876
fix(i18n): standardize product name interpolation in import mapping descriptions by @sentry[bot] in #1956
fix(messages): handle blank content submission gracefully by @sentry[bot] in #1938
fix(trades): prevent MissingTemplate for Turbo Stream requests on update/create failure by @sentry[bot] in #1893
fix(views): clear Rule 2 + Rule 5 findings from weekly DS drift (#1951) by @gariasf in #1955

New Contributors

@wps260 made their first contribution in #1578
@thiagodsti made their first contribution in #1556
@thewillwilson made their first contribution in #1585
@DataEnginr made their first contribution in #1553
@francmart514 made their first contribution in #1576
@JSONbored made their first contribution in #1603
@gariasf made their first contribution in #1588
@Alxandr made their first contribution in #1649
@tajchert made their first contribution in #1658
@ahnv made their first contribution in #1659
@bugbug11111 made their first contribution in #1671
@royto made their first contribution in #1690
@brandonvers made their first contribution in #1677
@EdeAbreu23 made their first contribution in #1692
@thomasbaker9010251 made their first contribution in #1693
@CrossDrain made their first contribution in #1709
@plind-junior made their first contribution in #1771
@gian-reto made their first contribution in #1722
@joaocbatista made their first contribution in #1756
@oxtensor made their first contribution in #1781
@bittensorrider made their first contribution in #1881
@jakearmstrong59 made their first contribution in #1914
@arumaio made their first contribution in #1795
@dripsmvcp made their first contribution in #1874

Full Changelog: v0.7.0-hotfix.3...v0.7.1

we-promise/sure v0.7.1 Sure v0.7.1 - Bank Sync cleanup, Statement Vault and DS overhaul on GitHub

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What's Changed

New Contributors

we-promise/sure v0.7.1
Sure v0.7.1 - Bank Sync cleanup, Statement Vault and DS overhaul

on GitHub