Files
sure/mobile
Lazy Bone 2ac3f3dff0 Add account filtering and net worth card to dashboard (#818)
* feat(mobile): optimize asset/liability display with filters

- Add NetWorthCard widget with placeholder for future net worth API
- Add side-by-side Assets/Liabilities display with tap-to-filter
- Implement CurrencyFilter widget for multi-select currency filtering
- Replace old _SummaryCard with new unified design
- Remove _CollapsibleSectionHeader in favor of filter-based navigation

The net worth section shows a placeholder as the API endpoint is not yet available.
Users can now filter accounts by type (assets/liabilities) and by currency.

https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3

* fix(mobile): remove unused variables and add const

- Remove unused _totalAssets, _totalLiabilities, _getPrimaryCurrency
- Add const to Text('All') widget

https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3

* feat(mobile): enhance dashboard with icons, long-press breakdown, and grouped view

- NetWorthCard: replace text labels with trending icons, add colored
  bottom borders for asset (green) and liability (red) sections
- Add long-press gesture on asset/liability areas to show full currency
  breakdown in a bottom sheet popup
- Add collapsible account type grouping (Crypto, Bank, Investment, etc.)
  with type-specific icons and expand/collapse headers
- Add PreferencesService for persisting display settings
- Add "Group by Account Type" toggle in Settings screen
- Wire settings change to dashboard via GlobalKey for live updates

https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3

* refactor(mobile): remove welcome header from dashboard

Strip the Welcome greeting and subtitle to let the financial
overview take immediate focus.

https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3

* feat(mobile): compact filter buttons with scroll-wheel currency switcher

- Remove trending icons from asset/liability filter buttons
- Increase amount font size to titleMedium bold
- Reduce Net Worth section and filter button padding
- Show single currency at a time with ListWheelScrollView for
  scrolling between currencies (wheel-picker style)
- Absorb scroll events via NotificationListener to prevent
  triggering pull-to-refresh
- Keep icons in the long-press currency breakdown popup

https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3

* fix(mobile): prevent bottom sheet overflow with ConstrainedBox

Use ConstrainedBox + ListView.separated with shrinkWrap for the
currency breakdown popup. Few currencies: sheet sizes to content.
Many currencies: caps at 50% screen height and scrolls.

Also add isScrollControlled and useSafeArea to showModalBottomSheet.

https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3

* fix(mobile): reload dashboard preferences on any tab switch to Home

Previously only reloaded when navigating directly from Settings to
Home. Now reloads whenever the Home tab is selected, covering paths
like Settings -> More -> Home.

https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3

* chore(mobile): simplify net worth placeholder to single line

Replace the two-line Net Worth / -- placeholder with a compact
"Net Worth — coming soon" label while the API endpoint is pending.

https://claude.ai/code/session_01W8cQSCzmgTmTqwRJ8Ycpx3

---------

Co-authored-by: Claude <noreply@anthropic.com>
2026-02-02 09:47:01 +01:00
..
2026-01-11 10:29:23 +01:00
2026-01-11 10:29:23 +01:00

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 Finance 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 Finance 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 ios

# 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 Finance 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

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.