Pull request for mintlify/docs-update-1769164800804

docs.json

@@ -121,6 +121,14 @@
               "GET /api/v1/imports/{id}"
             ]
           },
+          {
+            "group": "Merchants",
+            "openapi": "/openapi.yaml",
+            "pages": [
+              "GET /api/v1/merchants",
+              "GET /api/v1/merchants/{id}"
+            ]
+          },
           {
             "group": "Tags",
             "openapi": "/openapi.yaml",

guides/app-features/budgets.mdx

@@ -76,6 +76,18 @@ Sure uses color-coded badges to show your budget status at a glance:
 - **Near Limit** (yellow) - Getting close to your limit
 - **Over Budget** (red) - You've exceeded your budget
 
+## Tax-advantaged accounts and budgets
+
+Sure automatically excludes activity from tax-advantaged investment accounts when calculating budget spending. This ensures your budgets accurately reflect your day-to-day spending without being skewed by investment contributions or withdrawals.
+
+**Excluded account types:**
+- 401(k) accounts
+- IRA accounts (Traditional and Roth)
+- 403(b) accounts
+- Other tax-advantaged retirement accounts
+
+Transactions from these accounts won't count toward your budget limits, keeping your budget focused on regular income and expenses.
+
 ## Tips for Effective Budgeting
 
 1. **Start simple** - Begin with just a few major categories before adding detail

guides/app-features/settings.mdx

@@ -46,6 +46,19 @@ Configure third-party integrations and data providers from Settings → Provider
 
 Configure AI features like chat and transaction rules from Settings → Self-Hosting. See the [LLM support documentation](/llm-support) for more details.
 
+## Data exports
+
+Sure allows you to export your financial data for backup or analysis purposes. When you create an export, the page automatically refreshes to show the latest status.
+
+### Export status tracking
+
+The export list page automatically polls for updates when exports are in progress:
+- **Processing exports**: The page checks for updates every 3 seconds
+- **Completed exports**: Auto-refresh stops once all exports are complete
+- **Download ready**: Download buttons appear when exports finish processing
+
+This ensures you always see the current status without manually refreshing the page.
+
 ## Account preferences
 
 Manage your personal account settings, including:

openapi.yaml

@@ -3,7 +3,7 @@ openapi: 3.0.3
 info:
   title: Sure API
   version: v1
-  description: OpenAPI documentation generated from executable request specs.
+  description: OpenAPI documentation for the Sure API.
 servers:
 - url: https://app.sure.am
   description: Production
@@ -350,6 +350,40 @@ components:
           format: uuid
         name:
           type: string
+    MerchantDetail:
+      type: object
+      required:
+      - id
+      - name
+      - created_at
+      - updated_at
+      properties:
+        id:
+          type: string
+          format: uuid
+        name:
+          type: string
+        logo_url:
+          type: string
+          nullable: true
+        created_at:
+          type: string
+          format: date-time
+        updated_at:
+          type: string
+          format: date-time
+    MerchantCollection:
+      type: object
+      required:
+      - merchants
+      - pagination
+      properties:
+        merchants:
+          type: array
+          items:
+            "$ref": "#/components/schemas/MerchantDetail"
+        pagination:
+          "$ref": "#/components/schemas/Pagination"
     Tag:
       type: object
       required:
@@ -1146,6 +1180,60 @@ paths:
             application/json:
               schema:
                 "$ref": "#/components/schemas/ErrorResponse"
+  "/api/v1/merchants":
+    get:
+      summary: List merchants
+      tags:
+      - Merchants
+      security:
+      - apiKeyAuth: []
+      parameters:
+      - name: page
+        in: query
+        required: false
+        description: 'Page number (default: 1)'
+        schema:
+          type: integer
+      - name: per_page
+        in: query
+        required: false
+        description: 'Items per page (default: 25, max: 100)'
+        schema:
+          type: integer
+      responses:
+        '200':
+          description: merchants listed
+          content:
+            application/json:
+              schema:
+                "$ref": "#/components/schemas/MerchantCollection"
+  "/api/v1/merchants/{id}":
+    parameters:
+    - name: id
+      in: path
+      required: true
+      description: Merchant ID
+      schema:
+        type: string
+    get:
+      summary: Retrieve a merchant
+      tags:
+      - Merchants
+      security:
+      - apiKeyAuth: []
+      responses:
+        '200':
+          description: merchant retrieved
+          content:
+            application/json:
+              schema:
+                "$ref": "#/components/schemas/MerchantDetail"
+        '404':
+          description: merchant not found
+          content:
+            application/json:
+              schema:
+                "$ref": "#/components/schemas/ErrorResponse"
   "/api/v1/tags":
     get:
       summary: List tags

providers/lunchflow.mdx

@@ -47,6 +47,7 @@ Sync transactions with flexible filtering:
 - Filter by date range (start and end dates)
 - Automatic pagination for large transaction sets
 - Transaction details include merchant, description, amount, and currency
+- **Pending transactions**: Optionally include pending transactions that haven't yet posted to your account
 
 ### Investment accounts
 
@@ -75,6 +76,28 @@ For detailed API documentation, see the [Lunch Flow documentation](https://docs.
 
 Lunch Flow is a paid service. Check [lunchflow.app](https://lunchflow.app/) for current pricing information.
 
+## Configuration
+
+### Pending transactions
+
+You can configure Lunch Flow to include pending transactions in your syncs. Pending transactions are those that have been authorized but haven't yet posted to your account.
+
+To enable pending transactions, set the following environment variable:
+
+```bash
+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.
+
+### Debug mode
+
+For troubleshooting, you can enable debug logging to see the raw API responses:
+
+```bash
+LUNCHFLOW_DEBUG_RAW=1
+```
+
 ## Limitations
 
 - Requires a paid Lunch Flow subscription