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GFRandClaude Sonnet 5
0252787dc0
* fix(enable-banking): use real merchant instead of POS terminal line for name
Some ASPSPs (e.g. BankDirekt/Raiffeisen in Austria) return
remittance_information as a multi-element array where the first line is a
generic card terminal descriptor (\"POS 45,13 AT D6 31.07. 10:27\")
and a later line holds the real merchant. EnableBankingEntry::Processor
always used the first array element, so transaction names showed the
terminal string instead of the merchant.
primary_remittance_information now skips lines that look like a technical
terminal booking (POS/ATM + amount, or a trailing date+time stamp) and
prefers the first descriptive line, falling back to the original element
when nothing better is available. It also strips known small-merchant
payment-processor prefixes (SumUp, Square, iZettle, PayPal) from the
selected line.
Fixes #2935
Disclosure: this fix was written by Claude Code, verified against the
reporter's real (decrypted) Enable Banking payload and against test-stack
Rails test / RuboCop / Brakeman runs.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
* fix(enable-banking): require both technical-line signals together
Address CodeRabbit/Codex review feedback on #2968: the POS/ATM+amount
prefix and the trailing date+time suffix were OR'd, so either alone
could misclassify a legitimate line as technical. A line embedding the
merchant right after the amount (e.g. "POS 45,13 BILLA DANKT ...") or
a legitimate descriptor that happens to end in a timestamp (e.g.
"Invoice paid 31.07. 10:27") would have been wrongly skipped.
Both signals are now required together in a single anchored pattern,
matching every real technical line observed in production while no
longer misclassifying either of the scenarios above.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
* fix(enable-banking): tighten date-stamp regex and clean up the merchant line
Addresses two review threads on this PR:
1. jjmata (PR review): technical_remittance_line?'s date-stamp check required
exactly 2-digit day/month (\d{2}[./]\d{2}), so an un-padded date ("1.07."
instead of "01.07.") wasn't recognized as technical and the line would
resurface as the transaction name -- reproducing the original #2935 bug for
that date shape. Now accepts 1-2 digits for both.
2. john-frandsen (issue #2935 comment): suggested cleaning up the merchant line
further (e.g. "BILLA DANKT 0007114 SIEGENDORF 7011" -> "Billa"). Checked
point 1 (structured remittance fields) against Enable Banking's own API
docs -- no such field exists there, not applicable. Points 2/3/5 already
match current behavior. Point 4 (loyalty-marker cleanup) implemented as two
layers:
- Primary: match the line against merchants the family already knows
(Family#known_merchant_names) -- self-maintaining, no pattern-guessing,
and now also assigns the transaction's merchant when matched (previously
out of scope for blank-counterparty EB transactions). Case-insensitive,
regex-escaped, longest-match-wins, with a minimum length guard against
spurious short-name matches.
- Fallback (no known merchant yet): remove only the "DANKT"/"DANKE"
thank-you marker word itself, not a directional truncation -- the marker
can precede or follow the merchant name depending on phrasing ("X DANKT"
vs. "DANKE ... bei X"), so truncating at it risked deleting the real
merchant name in one of the two phrasings.
Verified against the full test suite, RuboCop, and Brakeman on a test-stack
Rails instance (0 RuboCop offenses, 0 Brakeman warnings; full-suite failures
present on that instance are pre-existing/environmental and unrelated to
these files).
Disclosure: this fix (investigation, implementation, and tests) was written
by Claude Code.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
* fix(enable-banking): address CodeRabbit/Codex review on merchant-line cleanup
Follow-up to 5e39ee6b, in response to automated review on that push:
- CodeRabbit (functional correctness): remittance cleanup was order-dependent
-- strip_payment_processor_prefix ran before strip_loyalty_marker, so a
marker preceding the (start-anchored) processor-prefix pattern would leave
the prefix unstripped. Swapped the order (marker removal first) so the
result no longer depends on which came first in the input. Also switched
strip_loyalty_marker from sub to gsub so it removes every marker
occurrence, not just the first.
- CodeRabbit + Codex (performance, independently flagged by both): Family#
known_merchant_names was re-queried for every transaction in a sync batch,
since EnableBankingAccount::Transactions::Processor creates a new
EnableBankingEntry::Processor per row. Added an optional
known_merchant_names: keyword to the processor's constructor (same pattern
already used for the shared import_adapter) and compute it once per batch
in the caller instead of once per row.
- CodeRabbit (test quality, nitpick): the known_merchant_names test only used
distinct names, so `assert_equal names.uniq, names` couldn't actually catch
a deduplication bug, and never exercised the documented
recently-unlinked-merchants exclusion. Rewrote it to create a genuine
duplicate name across two different merchant records and to assign-then-
unlink a merchant, asserting it's excluded from known_merchant_names while
still present in available_merchants (the deliberate difference between the
two methods).
Re-verified test/models/enable_banking_entry/processor_test.rb +
test/models/family_test.rb (67 runs, 170 assertions, 0 failures) and RuboCop
on all changed files on a test-stack instance.
Disclosure: this fix was written by Claude Code.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
* fix(enable-banking): drop DANKT/DANKE loyalty-marker stripping
Country-specific fallback heuristic flagged in review (only recognized
German "thank you" markers). The core fix (skipping the technical POS/
ATM line and matching against the family's known merchant list) is
already market-independent; this text heuristic only helped cosmetically
for the first transaction from a not-yet-known German/Austrian merchant.
Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>
---------
Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
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Sure: The personal finance app for everyone
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Important
This repository is a community fork of the now-abandoned Maybe Finance project.
Learn more in their final release doc.
Backstory
The Maybe Finance (archived/abandoned repo) team spent most of 2021–2022 building a full-featured personal finance and wealth management app. It even included an “Ask an Advisor” feature that connected users with a real CFP/CFA — all included with your subscription.
The business end of things didn't work out, and so they stopped developing the app in mid-2023.
After spending nearly $1 million on development (employees, contractors, data providers, infra, etc.), the team open-sourced the app. Their goal was to let users self-host it for free — and eventually launch a hosted version for a small fee.
They actually did launch that hosted version … briefly.
That also didn’t work out — at least not as a sustainable B2C business — so now here we are: hosting a community-maintained fork to keep the codebase alive and see where this can go next.
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This repo is a community fork of the archived Maybe Finance repo. You’re free to fork it under the AGPLv3 license — but we’d love it if you stuck around and contributed here instead.
To stay compliant and avoid trademark issues:
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With data-heavy apps, inevitably, there are performance issues. We've set up a public dashboard showing the problematic requests seen on the demo site, along with the stacktraces to help debug them.
https://www.skylight.io/app/applications/s6PEZSKwcklL/recent/6h/endpoints
Any contributions that help improve performance are very much welcome.
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Requirements
- See
.ruby-versionfile for required Ruby version - PostgreSQL >9.3 (latest stable version recommended)
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Getting Started
cd sure
cp .env.local.example .env.local
bin/setup
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