ghost 401cd6ab08 feat(mobile): privacy mode to mask money values (#2386)
* feat(mobile): add privacy mode to mask money values

Adds an app-wide "privacy mode" so users can hide monetary amounts from
over-the-shoulder view.

- PrivacyProvider (ChangeNotifier) backed by PreferencesService, so the
  choice persists across launches and every money widget rebuilds on
  toggle.
- MoneyMasker.mask() collapses an amount's numeric portion into a short
  fixed run of bullets while keeping the currency symbol and sign
  (e.g. CA$1,234.56 -> CA$••••). A fixed run avoids leaking the value's
  magnitude and reads cleanly without stray separators. Currency- and
  locale-agnostic — it operates on already-formatted strings.
- Masking applied at every money render site: net worth + per-currency
  totals + breakdown sheet (NetWorthCard), account balances (AccountCard,
  AccountDetailHeader, transaction form account selector), and transaction
  amounts (transactions list, recent transactions, calendar).
- Two entry points: a "Hide amounts" switch in Settings -> Security, and a
  quick eye toggle in the top bar (visible on every tab).

Tests: MoneyMasker unit tests (fixed-run mask, magnitude hidden, symbol/
sign kept, passthrough, idempotent) + a widget test asserting the net
worth masks/unmasks as the provider flips; account_card_test updated to
provide the new provider. flutter analyze: no new issues; full suite
(123) green.

* fix(mobile): address privacy-mode review feedback

- Startup masking (Codex P1): read the privacy preference in main() before
  runApp and seed PrivacyProvider with it, so the first frame already has
  the correct value — money is never briefly rendered unmasked for a user
  who enabled "Hide amounts". Provider stays fail-closed otherwise: starts
  masked, SureApp's no-arg default is masked, and a failed read keeps it
  masked. A late-completing initial load no longer clobbers an explicit
  user toggle.
- setHidden() reverts the in-memory state (and logs) if persistence fails,
  keeping the UI consistent with what's actually stored.
- Mask the cash-balance detail chip in AccountDetailHeader (was leaking
  the cash position in privacy mode).
- Privacy top-bar toggle gets a "Toggle privacy" tooltip + icon semantic
  label for accessibility (kept as an InkWell to match the adjacent
  settings control).
- Tests: assert fail-closed initial state; assert the exact masked count;
  test the persistence round-trip (set -> reload); add
  PreferencesService.resetForTest() and reset between tests so the cached
  singleton can't leak state.

125 tests pass; flutter analyze: no new issues.

* refactor(mobile): thread hideAmounts through calendar tiles

Per review: the calendar tile builders read PrivacyProvider via
context.read, relying implicitly on the parent build()'s context.watch to
rebuild them — fragile if a tile is later extracted or wrapped in a
RepaintBoundary. Pass hideAmounts down explicitly instead, matching the
recent_transactions_screen pattern:

- build() (context.watch) -> _buildCalendar -> _buildDayCell
- _showTransactionsDialog reads once when the modal opens ->
  _buildTransactionTile

No more context.read inside tile methods. 125 tests pass; analyze clean.

* fix(mobile): watch PrivacyProvider inside calendar dialog builder

Moving the hideAmounts read inside the showDialog builder and switching
from context.read to context.watch ensures the dialog re-masks transaction
amounts if the user toggles privacy mode while the dialog is open.
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Ask DeepWiki View performance data on Skylight Dosu Pipelock Security Scan

sure_shot

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Sure: The personal finance app for everyone

Get involved: DiscordWebsiteIssues

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 20212022 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 didnt 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. Youre free to fork it under the AGPLv3 license — but wed 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-version file 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

One-click Install

Run on PikaPods

Deploy on Railway

Managed OpenClaw for Sure Finances

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.

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