Sure v0.6.8 - Native mobile (alpha iOS + Android) + AI infra: MCP, RAG, pluggable Assistant #1083
jjmata
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AI Platform & Extensibility. Since v0.6.7, Sure has added AI-extensible options. A new MCP (Model Context Protocol) server endpoint brings JSON-RPC 2.0 compliance, allowing external AI assistants to securely query balance sheets, income statements, transactions, holdings, and more through seven exposed function tools — all authenticated via bearer token. Under the hood, the AI assistant architecture was refactored into a pluggable module with a registry system, enabling both builtin and external assistant implementations to be swapped per-family. Langfuse integration was improved for LLM evaluation and experiment tracking, giving operators visibility into AI response quality, token costs, and prompt performance. A new vector store and document management layer introduces RAG (retrieval-augmented generation) capabilities, letting the assistant search uploaded family files for richer, context-aware answers.
Mobile Alpha (needs UI polish!) Flutter mobile client now ships for both Android and iOS, complete with OAuth 2.0 authentication, multi-factor auth, offline transaction support, and an integrated AI chat interface — with automated builds publishing APKs and TestFlight builds through new CI/CD workflows. On the web, the tag management experience was redesigned with an interactive color picker and live-preview badges, and tag badges now appear directly in the transaction filter window for faster visual scanning. Merchant logos surface throughout the filter selection UI, pulling branded imagery from enrichment providers with graceful initial-letter fallbacks. The Enable Banking integration received UX improvements including clearer callback URL instructions and better sync feedback, while PWA icons were refreshed to reflect the current Sure branding.
Infrastructure Hardening & Stability. The deployment stack gained Redis Sentinel high-availability support for Sidekiq, with automatic detection via new Helm template helpers, robust endpoint validation, and production-tuned timeouts — all backward-compatible with existing single-node Redis setups. Helm chart and Rails app versions are now automatically synchronized through CI, and a Pipelock agent security scan was added to the pull request pipeline for proactive vulnerability detection. On the data integrity front, critical fixes landed for foreign currency accounts that were using incorrect exchange rates in balance sheet totals, future-dated pending transactions that incorrectly appeared in syncs, and an investment account subtype that failed to persist on creation. Sync performance improved by skipping redundant operations when account balances are unchanged, and a composite database index on accounts accelerates the most common dashboard queries.
Two-column layout also dropped:
What's Changed
first!for transfer lookup by @sentry[bot] in refactor: Usefirst!for transfer lookup #837websupport with web-safe storage by @jjmata in Fix Flutter iOS build and addwebsupport with web-safe storage #878dependent: :purge_laterfor ActiveRecord attachments by @jjmata in Usedependent: :purge_laterfor ActiveRecord attachments #882productionimage problems on Indexa PR by @jjmata in Fixproductionimage problems on Indexa PR #950Familyvector search function call / support for document vault by @jjmata in AddFamilyvector search function call / support for document vault #961New Contributors
first!for transfer lookup #837Full Changelog: v0.6.7...v0.6.8
This discussion was created from the release Sure v0.6.8 - Native mobile (alpha iOS + Android) + AI infra: MCP, RAG, pluggable Assistant.
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