From dd4f2495d427eaed2793224cb705e86778b217bf Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 04:13:42 +0000 Subject: [PATCH 1/5] Update providers/lunchflow.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- providers/lunchflow.mdx | 2 ++ 1 file changed, 2 insertions(+) diff --git a/providers/lunchflow.mdx b/providers/lunchflow.mdx index 7ffdb4f..0bac6ad 100644 --- a/providers/lunchflow.mdx +++ b/providers/lunchflow.mdx @@ -90,6 +90,8 @@ LUNCHFLOW_INCLUDE_PENDING=1 When enabled, transactions marked as pending by Lunch Flow will be imported and displayed with a "Pending" badge in the UI. +When a pending transaction posts, Sure automatically refreshes the stored snapshot so the entry transitions from pending to posted. The "Pending" badge is removed and the transaction reflects the final posted details. + ### Debug mode For troubleshooting, you can enable debug logging to see the raw API responses: From f02c2aab4d9197c1a5141dec7aab781385bd23eb Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 04:13:51 +0000 Subject: [PATCH 2/5] Update guides/app-features/transactions.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- guides/app-features/transactions.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/guides/app-features/transactions.mdx b/guides/app-features/transactions.mdx index 4e63e12..bf62352 100644 --- a/guides/app-features/transactions.mdx +++ b/guides/app-features/transactions.mdx @@ -35,7 +35,7 @@ Open a transaction to update the fields that affect reporting and review: - **Tags**: Extra labels for flexible filtering - **Notes**: Private context for the transaction -You can also mark a transaction as excluded. Excluded transactions are removed from budgeting calculations and reports, which is useful for activity you do not want counted in normal spending analysis. +You can also mark a transaction as excluded. Excluded transactions are removed from budgeting calculations and reports, which is useful for activity you do not want counted in normal spending analysis. Excluded transactions remain visible in the account activity list, greyed out, so you can still review them or toggle exclusion back off. ## Categorize transactions From 7906955f1c76ee3cca0658f2d110b4e8099d04c8 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 04:14:02 +0000 Subject: [PATCH 3/5] Update self-hosting.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- self-hosting.mdx | 10 ++++++++++ 1 file changed, 10 insertions(+) diff --git a/self-hosting.mdx b/self-hosting.mdx index 0d79c4f..4b30c95 100644 --- a/self-hosting.mdx +++ b/self-hosting.mdx @@ -530,6 +530,16 @@ docker compose exec web env DRY_RUN=false bin/rails security:backfill_encryption The task is idempotent, so it is safe to rerun if needed. +### Sure NDJSON import file size limit + +By default, Sure NDJSON imports are limited to a fixed maximum file size. Self-hosted admins can raise this limit with an environment variable: + +```txt +SURE_IMPORT_MAX_NDJSON_SIZE_MB=100 +``` + +This setting applies to both the GUI upload and the API upload paths. Set the value to the maximum file size in megabytes that you want to allow. + ### Slow CSV imports If CSV imports are processing rows slower than expected, check your worker logs for errors: From fff0406502fb4896770208a53c1080c4f842e0d0 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 04:14:10 +0000 Subject: [PATCH 4/5] Update guides/app-features/transactions.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- guides/app-features/transactions.mdx | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/guides/app-features/transactions.mdx b/guides/app-features/transactions.mdx index bf62352..8b4e6fc 100644 --- a/guides/app-features/transactions.mdx +++ b/guides/app-features/transactions.mdx @@ -39,7 +39,7 @@ You can also mark a transaction as excluded. Excluded transactions are removed f ## Categorize transactions -Categories help Sure group income and expenses consistently. You can assign a category from the transaction detail view or directly from the transaction list. +Categories help Sure group income and expenses consistently. You can assign a category from the transaction detail view or directly from the transaction list. If the category you need does not exist yet, you can create it inline from the category selector without leaving the transaction form. When there are uncategorized transactions, use the categorize flow to work through them in batches. You can assign a category to each transaction and optionally create a categorization rule so future matching transactions use the same category. From ae98f87f9f2ac18e6e6c2cfcc396abb27520f3e5 Mon Sep 17 00:00:00 2001 From: "mintlify[bot]" <109931778+mintlify[bot]@users.noreply.github.com> Date: Sat, 22 Aug 2026 04:14:28 +0000 Subject: [PATCH 5/5] Update guides/app-features/csv-imports.mdx Generated-By: mintlify-agent Mintlify-Source: dashboard-editor --- guides/app-features/csv-imports.mdx | 7 +++++++ 1 file changed, 7 insertions(+) diff --git a/guides/app-features/csv-imports.mdx b/guides/app-features/csv-imports.mdx index e8f5797..495a7ce 100644 --- a/guides/app-features/csv-imports.mdx +++ b/guides/app-features/csv-imports.mdx @@ -132,6 +132,13 @@ When importing transactions, ensure the account names in your CSV exactly match Sure will import all rows from your CSV. Review your data before importing to avoid duplicates. +### Sure NDJSON import fails on valid data + +When importing a full `all.ndjson` export, preflight previously rejected files that contained rules with a null name or rejected transfers whose referenced transaction had been deleted. Both cases are now handled gracefully: + +- **Rules with a null name** pass preflight and import correctly. +- **Orphaned rejected transfers** (where the referenced transaction no longer exists) are skipped and counted rather than blocking the import. A warning is included in the preflight response. + ## Limits - **Account imports**: Maximum 50 accounts per import