mirror of
https://github.com/we-promise/sure.git
synced 2026-04-11 00:04:47 +00:00
0870ebb56b
* Add Quick Categorize Wizard (iteration 1) Adds a step-by-step wizard for bulk-categorizing uncategorized transactions and optionally creating auto-categorization rules, reducing friction after connecting a new bank account. New files: - Transaction::Grouper abstraction + ByMerchantOrName strategy (groups by merchant name when present, falls back to entry name; sorted by count desc) - Transactions::CategorizesController (GET show / POST create) - Wizard view at app/views/transactions/categorizes/show.html.erb - Stimulus categorize_controller.js (Enter-key-to-select-first) - Tests for grouper and controller Modified files: - routes.rb: resource :categorize inside namespace :transactions - transactions_controller.rb: expose @uncategorized_count to index - transactions/index.html.erb: Categorize (N) button in header - family.rb: uncategorized_transaction_count query - rules_controller.rb: return_to param support for wizard → rule editor flow - rules/_form.html.erb, rules/new.html.erb: pass return_to through form - i18n: categorizes show/create keys + rules.create.success Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Quick Categorize Wizard — iteration 2 polish Six improvements from live testing: - Breadcrumb: Home > Transactions > Categorize - Layout: category picker + confirmation dialog above transaction list - Inline confirmation dialog: clicking a category pill shows a <dialog> summarising what will happen (N transactions → category, rule if checked) with Confirm and Cancel buttons — no redirect to rule editor - Direct rule creation: rule created with active: true in the controller instead of redirecting to the rule editor; revert return_to plumbing from RulesController, rules/_form, rules/new, rules/en.yml - Individual row assignment: per-row category <select> submits via PATCH /transactions/categorize/assign_entry and removes the row via Turbo Stream (assign_entry action + route) - Enter key guard: selectFirst only fires when exactly 1 pill is visible after filtering Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Quick Categorize Wizard — iteration 3 reliability fixes and UX polish - Fix Stimulus controller not loading: remove invalid `@hotwired/turbo` named import (not in importmap); use global `Turbo.renderStreamMessage` instead - Fix Enter key submitting form with wrong category when search field is unfocused: move keydown listener to document so it fires regardless of focus - Prevent Enter from submitting when multiple categories are visible - Clear search filter after bulk category assignment (pill click or Enter), but not after individual row dropdown assignment - Update group transaction count and total amount live as entries are assigned via row dropdown or partial bulk assignment - Add turbo frames for remaining count and group summary so they update without a full page reload Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Quick categorization polish * refactoring * Remove unused GROUPS_PER_BATCH constant, fix ERB self-closing tags Wizard only ever uses one group at a time so limit: 1 is correct and more honest than fetching 20 and discarding 19. ERB linter fixes are whitespace/void-element corrections with no functional change. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Move Categorize button into ... menu on transactions index Reduces header clutter by putting it in the overflow menu at the bottom, where it only appears when there are uncategorized transactions. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Scope categorize wizard to accessible entries only Fixes a security issue where users with restricted account access via account sharing could view and categorize transactions from accounts they cannot access through normal transaction flows. - Pass Current.accessible_entries to Transaction::Grouper so the wizard only displays groups from accounts the user can see - Use Current.accessible_entries on all write paths in create and assign_entry, matching the pattern in TransactionCategoriesController - Refactor Grouper to accept an entries scope instead of a family object, keeping authorization concerns in the controller - Add tests verifying inaccessible entries are hidden from the wizard and cannot be categorized via forged POST/PATCH params Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Clamp position param to >= 0 to guard against negative offset Prevents ArgumentError from Array#drop when a negative position is passed via a tampered query string or form value. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Surface rule creation failure and add accessible names to entry row - Capture Rule.create_from_grouping! return value; set flash[:alert] when nil so users who checked "Create Rule" know it wasn't created (e.g. a duplicate already exists); stream the notification for partial updates - Add aria-label to the per-row checkbox and category select in _entry_row so screen readers can identify which transaction each control belongs to Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Localize breadcrumb labels in categorizes controller Follows the pattern used by FamilyExportsController and ImportsController. Adds 'transactions' and 'categorize' keys to the breadcrumbs locale file. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Add error handling to categorize controller fetch calls Check response.ok before parsing the body and add .catch handlers so network failures and non-2xx responses are logged rather than silently swallowed. On assignment failure the per-row select is reset to empty so the user can retry. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Scope preview_rule to accessible entries only Entry.uncategorized_matching now accepts an entries scope instead of a family object, matching the same pattern used for Transaction::Grouper. The preview_rule action passes Current.accessible_entries so rule previews respect account sharing permissions. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Scope remaining count to accessible entries Adds Entry.uncategorized_count(entries) following the same pattern as uncategorized_matching. Replaces all three uses of Current.family.uncategorized_transaction_count in the categorize controller so the remaining-count badge reflects only the transactions the current user can actually access and categorize. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Comments got separated from their function * Remove quick-categorize-wizard dev notes This was a planning document used during development, not intended for the final branch. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Recompute remaining entries from server state after writes Adds uncategorized_entries_for helper that reloads remaining entries from the DB with a category_id IS NULL filter after each write, so the partial-update Turbo Stream reflects server-side state rather than trusting the client-provided remaining_ids. This handles the case where a concurrent request has categorized one of the remaining entries between page render and form submit. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Rename create_from_grouping! to create_from_grouping The method rescues RecordInvalid and returns nil, which contradicts the bang convention. Dropping the ! correctly signals that callers should check the return value. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * Clamp offset in grouper to guard against negative values The controller already clamps position before passing it as offset, but clamping in the grouper itself prevents ArgumentError from Array#drop if the grouper is ever called directly with a negative offset. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com> Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Deutsch | Español | Français | 日本語 | 한국어 | Português | Русский | 中文
Sure: The personal finance app for everyone
Get involved: Discord • Website • Issues
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 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.
Join us!
Hosting Sure
Sure is a fully working personal finance app that can be self hosted with Docker.
Forking and Attribution
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:
- Be sure to include the original AGPLv3 license and clearly state in your README that your fork is based on Maybe Finance but is not affiliated with or endorsed by Maybe Finance Inc.
- "Maybe" is a trademark of Maybe Finance Inc. and therefore, use of it is NOT allowed in forked repositories (or the logo)
Performance Issues
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.
Local Development Setup
If you are trying to self-host the app, read this guide to get started.
The instructions below are for developers to get started with contributing to the app.
Requirements
- See
.ruby-versionfile for required Ruby version - PostgreSQL >9.3 (latest stable version recommended)
- Redis > 5.4 (latest stable version recommended)
Getting Started
cd sure
cp .env.local.example .env.local
bin/setup
bin/dev
# Optionally, load demo data
rake demo_data:default
Visit http://localhost:3000 to view the app.
If you loaded the optional demo data, log in with these credentials:
- Email:
user@example.com - Password:
Password1!
For further instructions, see guides below.
Setup Guides
- Mac dev setup
- Linux dev setup
- Windows dev setup
- Dev containers - visit this guide
One-click
License and Trademarks
Maybe and Sure are both distributed under an AGPLv3 license.
- "Maybe" is a trademark of Maybe Finance, Inc.
- "Sure" is not, and refers to this community fork.