1157ea8f20
* fix(sharing): scope import account selects to accessible_by (#1803)
Three CSV / QIF account selects in import/uploads/show.html.erb and one
PDF-import account select in imports/_pdf_import.html.erb pulled their
options from `@import.family.accounts`. That listed every account in
the family — including the family admin's unshared personal accounts —
in the dropdown shown to any member running an import. Swap each call
site to `Current.user.accessible_accounts` (owned + explicitly shared
accounts only), matching the existing scoping used by the dashboard
sidebar, transactions controller, transfers controller, etc.
Adds a regression test that signs in as family_member and asserts the
unshared-account names from the dylan_family fixtures never appear in
the rendered upload page.
* test(import): scope leak assertions to account select (#2194 CodeRabbit)
CodeRabbit nitpick: assert_match on response.body could pass/fail on
text outside the account dropdown (sidebar, breadcrumb, error message,
etc.) and gave false confidence in the refute_match exclusions. Switch
to assert_select 'select[name="import[account_id]"] option', text: …
so the assertions only see the option nodes the leak test actually
cares about.
* test(import): cover PDF account-select scoping; pluck PDF partial (#2194 review)
jjmata: the _pdf_import.html.erb scoping change was not covered by the
existing test (which only hit /import/uploads). Add a regression test
hitting GET /imports/:id with a PdfImport fixture, asserting the
account dropdown options match accessible accounts only.
Also swap the PDF partial's accounts.map { |a| [a.name, a.id] } for
.pluck(:name, :id) to match the .pluck pattern the other three CSV/QIF
selects already use.
* test(import): stub pdf_uploaded? on PDF leak test (#2194 ci)
The new regression test hit ImportsController#show which redirects to
the upload page when @import.pdf_uploaded? is false. The pdf_with_rows
fixture has neither a pdf_file attached nor a statement, so the
redirect fired before the partial under test ever rendered, failing
with 302 in CI. Stub PdfImport#pdf_uploaded? to true so the test
exercises the account-select scoping path it was written to cover.
* fix(import): scope PDF form to :import so field names match (#2194 ci)
The PDF-import account-select form was `form_with model: import` with
no explicit scope. Because the model is a PdfImport, Rails derived the
param namespace from the class name, so the rendered field was named
`pdf_import[account_id]` — not `import[account_id]`. The
ImportsController#update action accepts either via
`params.dig(:pdf_import, :account_id) || params.dig(:import,
:account_id)` so live submissions still worked, but the regression
test added in 0685bbdf asserted on `select[name="import[account_id]"]`
and matched zero options.
Add `scope: :import` to align the rendered name with both the test
selector and the convention used by the CSV/QIF forms on the upload
page (which all use `scope: :import`).
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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 (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.
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 Install
Managed OpenClaw for Sure Finances
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.
