Guillem Arias Fauste
2bcef99441
* fix(insights): drop the dismiss toast and fix both empty states Three problems with acknowledging an insight, all in the turbo-stream path. Every dismissal appended an undo toast to the notification tray. Acknowledging already means "hidden until these numbers change" — GenerateInsightsJob resurfaces a row whose metadata moves materially, and 6 of 8 generators scope `dedup_key` to a month — so a toast interrupting the flow bought little. Removed, along with the now-orphaned `_undo_toast` partial and its two locale keys. Dismissing the last insight left the dashboard widget on screen: the stream re-rendered the well unconditionally, so the section shell stayed with its header above an empty box until a reload. A full render already drops it (PagesController#insights_feed_section sets `visible: @feed_insights.any?`); the stream now removes the whole section to match, targeted by `[data-section-key='insights_feed']` because the shared dashboard loop emits no id on the section element. Dismissing the last insight on /insights left a blank page. The card left via `turbo_stream.remove`, which emptied #insights-list without re-rendering the partial that owns the empty state, so "No insights yet" only appeared after a reload. The list is now replaced rather than the card removed — the same thing unacknowledge already did. InsightsController#unacknowledge, its route and Insight#unacknowledge! are kept and still work; only the toast that reached them is gone, so undo can be re-wired to a different surface without resurrecting them. * fix(insights): announce the dismissal now the toast is gone Removing the undo toast took the only `role=status` element with it, and the stream also replaces the list containing the "Got it" control the user just activated — so a screen-reader or keyboard user was left with no confirmation that anything happened. Add a shared, visually hidden live region to the notification tray and update it from the acknowledge stream. It sits outside every stream target and is rendered with the page, which matters: a live region that arrives together with its own content is not announced. Updated rather than appended, so messages replace instead of piling up, and it stays empty (and free) until something uses it. This is a general primitive, not an insights one — the tray already holds `#sync-toast` and `#cta` as stable stream targets, and any flow that changes the page without leaving something on screen to read can use it. Verified in a browser: after dismissing, the region reads "Insight dismissed" at 1x1px with `clip: rect(0,0,0,0)` — announced, invisible.
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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.
