sure/mobile

Sure Mobile

A Flutter mobile application for Sure personal finance management system. This is the mobile client that connects to the Sure backend server.

About

This app is a mobile companion to the Sure personal finance management system. It provides basic functionality to:

• Login - Authenticate with your Sure Finances server
• View Balance - See all your accounts and their balances

For more detailed technical documentation, see docs/TECHNICAL_GUIDE.md.

Features

• 🔐 Secure authentication with OAuth 2.0
• 📱 Cross-platform support (Android & iOS)
• 💰 View all linked accounts
• 🎨 Material Design 3 with light/dark theme support
• 🔄 Token refresh for persistent sessions
• 🔒 Two-factor authentication (MFA) support

Requirements

• Flutter SDK >= 3.0.0
• Dart SDK >= 3.0.0
• Android SDK (for Android builds)
• Xcode (for iOS builds)

Getting Started

1. Install Flutter

Follow the official Flutter installation guide: https://docs.flutter.dev/get-started/install

2. Install Dependencies

flutter pub get

# For iOS development, also install CocoaPods dependencies
cd ios
pod install
cd ..

3. Generate App Icons

flutter pub run flutter_launcher_icons

This step generates the app icons for all platforms based on the source icon in assets/icon/app_icon.png. This is required before building the app locally.

4. Configure API Endpoint

Edit lib/services/api_config.dart to point to your Sure Finances server:

// For local development with Android emulator
static String _baseUrl = 'http://10.0.2.2:3000';

// For local development with iOS simulator
static String _baseUrl = 'http://localhost:3000';

// For production
static String _baseUrl = 'https://your-sure-server.com';

5. Run the App

# For Android
flutter run -d android

# For iOS
flutter run -d <simulator-device-UDID>
# or
flutter run -d "iPhone 17 Pro"

# For web (development only)
flutter run -d chrome

Project Structure

.
├── lib/
│   ├── main.dart              # App entry point
│   ├── models/                # Data models
│   │   ├── account.dart
│   │   ├── auth_tokens.dart
│   │   └── user.dart
│   ├── providers/             # State management
│   │   ├── auth_provider.dart
│   │   └── accounts_provider.dart
│   ├── screens/               # UI screens
│   │   ├── login_screen.dart
│   │   └── dashboard_screen.dart
│   ├── services/              # API services
│   │   ├── api_config.dart
│   │   ├── auth_service.dart
│   │   ├── accounts_service.dart
│   │   └── device_service.dart
│   └── widgets/               # Reusable widgets
│       └── account_card.dart
├── android/                   # Android configuration
├── ios/                       # iOS configuration
├── pubspec.yaml               # Dependencies
└── README.md

API Integration

This app integrates with the Sure Finances Rails API:

Authentication

• POST /api/v1/auth/login - User authentication
• POST /api/v1/auth/signup - User registration
• POST /api/v1/auth/refresh - Token refresh

Accounts

• GET /api/v1/accounts - Fetch user accounts

Transactions

• GET /api/v1/transactions - Get all transactions (optionally filter by account_id query parameter)
• POST /api/v1/transactions - Create a new transaction
• PUT /api/v1/transactions/:id - Update an existing transaction
• DELETE /api/v1/transactions/:id - Delete a transaction

Transaction POST Request Format

{
  "transaction": {
    "account_id": "2980ffb0-f595-4572-be0e-7b9b9c53949b",  // required
    "name": "test",  // required
    "date": "2025-07-15",  // required
    "amount": 100,  // optional, defaults to 0
    "currency": "AUD",  // optional, defaults to your profile currency
    "nature": "expense"  // optional, defaults to "expense", other option is "income"
  }
}

CI/CD

The app includes automated CI/CD via GitHub Actions (.github/workflows/flutter-build.yml):

• Triggers: On push/PR to main branch when Flutter files change
• Android Build: Generates release APK and AAB artifacts
• iOS Build: Generates iOS release build (unsigned)
• Quality Checks: Code analysis and tests run before building
• TestFlight: mobile-release (mobile tags) triggers .github/workflows/ios-testflight.yml for signed App Store Connect uploads as part of one release flow

See mobile/docs/iOS_TESTFLIGHT.md for required secrets and setup.

Downloading Build Artifacts

After a successful CI run, download artifacts from the GitHub Actions workflow:

• app-release-apk - Android APK file
• app-release-aab - Android App Bundle (for Play Store)
• ios-build-unsigned - iOS app bundle (unsigned, see iOS build guide for signing)

Building for Release

Android

flutter build apk --release
# or for App Bundle
flutter build appbundle --release

iOS

# Ensure CocoaPods dependencies are installed first
cd ios && pod install && cd ..

# Build iOS release
flutter build ios --release

For detailed iOS build instructions, troubleshooting, and CI/CD setup, see docs/iOS_BUILD.md.

Future Expansion

This app provides a foundation for additional features:

• Transaction history
• Account sync
• Budget management
• Investment tracking
• AI chat assistant
• Push notifications
• Biometric authentication

License

This project is distributed under the AGPLv3 license.