5d0eb7f445
* fix(ds): disabled buttons use not-allowed cursor
Tailwind v4 preflight sets cursor:pointer on every <button>, including
disabled ones. Add disabled:cursor-not-allowed to the DS button base so
disabled buttons read as non-interactive.
* fix(goals): disable new-goal submit until required fields valid
The submit button was always enabled, and the funding-accounts checkbox
group has no native 'required', so a goal with no linked account could be
submitted and only fail server-side (422). Disable the submit until name,
a positive target amount, and >=1 account are present, and add a
submit-time guard that surfaces inline errors and focuses the first
offending field as a backstop.
* fix(goals): keep color/icon picker from shifting the form
DS::Disclosure wraps its body in an mt-2 div that sits in normal flow, so
opening the absolutely-positioned picker popover nudged the form down ~8px.
Use a raw <details> for the picker so the popover overlays without
reflowing the content beneath it.
* fix(goals): container-responsive cards, meta-line status, scrollable tabs
- Card grids + KPI strip switch from viewport breakpoints to container
queries (@container), so columns track the actual content width when the
account/AI sidebars are open instead of crushing three columns into a
narrow center.
- Move the status pill from the title row to the meta line; the title now
gets the full header width (no more 'Hou...' truncation at 3-up). Drop
the secondary line when the pill already states it (completed / open).
- Card internals harden for narrow widths (ring shrink-0, footer wrap,
shorter 'N days left' secondary).
- Filter tabs scroll horizontally instead of wrapping 'On track' mid-label
or forcing the row wider than the viewport.
* fix(goals): only require a funding account on the create form
GoalsController#edit renders account checkboxes from visible accounts only,
so a goal backed solely by a now-hidden (disabled / pending_deletion)
account renders none checked. The submit-validation then wedged the edit
form — a name/notes change couldn't be saved even though #update preserves
existing links when account_ids is omitted. Gate the account requirement on
a require-account Stimulus value that is true only for the create form.
* fix(goals): give the color/icon picker trigger an accessible name
The hand-rolled <summary> is icon-only (pen), so screen readers announced an
unlabeled control. Add a localized aria-label.
* fix(goals): render form validation errors inline on server re-render
The client-side controller already surfaces name / amount / account errors
inline and disables submit, but a server 422 (JS disabled, or a race that
lets an invalid submit through) fell back to the top run-on banner
("X must be filled and Y and Z."). Make the existing inline error hints
server-aware so a failed submit shows the same per-field red text the
client path does, and drop the base-error banner — base only ever carries
the account requirement, which now renders beside the funding-accounts
list.
* fix(goals): blur projection chart under privacy mode
The projection chart's SVG axis labels and annotations (target, "$X short",
$200K/$400K ticks) rendered in cleartext while privacy mode blurred every
other number on the page. Tag the chart container `privacy-sensitive`, the
same wrapper-level treatment the net-worth and cashflow-sankey charts
already use, so it blurs with the rest.
* fix(goals): stop target-date input stretching when amount error shows
The target-amount / target-date row is a two-column grid. The amount
column carries its inline error <p> underneath, so when that error
appears the column grows and the default `items-stretch` makes the
sibling date input stretch to match — the date box visibly grew taller
than the amount box. Anchor the row with `items-start` so each input
keeps its natural height and the error just extends below its own column.
* fix(goals): make invalid submit announce errors instead of dead-ending
Review follow-ups:
- Swap the submit gate from the disabled attribute to aria-disabled: a
truly disabled default submit also blocks Enter-key implicit
submission, so an invalid form was a dead button with every inline
error still hidden. The button now stays clickable and lets
validateOnSubmit surface the errors; DS buttonish styles the
aria-disabled state (cursor-not-allowed + opacity-50). Side effect:
loading_button_controller submits also dim while busy, which reads as
an upgrade.
- Focus the first funding-account checkbox when accounts are the only
missing field (focus previously went nowhere).
- Drop the now-orphaned goals.goal_card.days_left_by locale key.
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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.
