5a43f123c2
* feat(balance): incremental ForwardCalculator — only recalculate from changed date forward When a Sync record carries a window_start_date, ForwardCalculator now seeds its starting balances from the persisted DB balance for window_start_date - 1, then iterates only from window_start_date to calc_end_date. This avoids recomputing every daily balance on a long-lived account when a single transaction changes. Key changes: - Account::Syncer passes sync.window_start_date to Balance::Materializer - Balance::Materializer accepts window_start_date and forwards it to ForwardCalculator; purge_stale_balances uses opening_anchor_date as the lower bound in incremental mode so pre-window balances are not deleted - Balance::ForwardCalculator accepts window_start_date; resolve_starting_balances loads end_cash_balance/end_non_cash_balance from the prior DB record and falls back to full recalculation when no prior record exists - Tests added for incremental correctness, fallback behaviour, and purge safety Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> # Conflicts: # app/models/balance/materializer.rb * Enhance fallback logic on ForwardCalculator and Materializer * fix(balance): address CodeRabbit review issues on incremental ForwardCalculator - materializer.rb: handle empty sorted_balances in incremental mode by still purging stale tail balances beyond window_start_date - 1, preventing orphaned future rows when a transaction is deleted and the recalc window produces no rows - materializer_test.rb: stub incremental? alongside calculate in the incremental sync test so the guard in ForwardCalculator#incremental? doesn't raise when @fell_back is nil (never set because calculate was stubbed out) - materializer_test.rb: correct window_start_date in the fallback test from 3.days.ago to 2.days.ago so window_start_date - 1 hits a date with no persisted balance, correctly triggering full recalculation instead of accidentally seeding from the stale wrong_pre_window balance Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com> * feat(balance): multi-currency fallback to full recalculation and add corresponding tests * address coderabbit comment about test * Make the foreign-currency precondition explicit in the test setup. --------- Co-authored-by: Claude Sonnet 4.6 <noreply@anthropic.com>
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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 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.