6db5d80259
* fix(transactions): dedupe tag filter for correct summary totals (#3174) The Transactions page summary box (COUNT/SUM) was using `.joins(:tags).where(tags: { name: tags })`, an INNER JOIN that fans out to one row per matching tag. A transaction tagged with two of the filtered tags produced two rows; the list rendered it once (deduped by Postgres), but the totals query summed and counted both rows. Switch the filter to the same `IN (subquery)` idiom already used in `Api::V1::TransactionsController#index` (line 280-284): the subquery selects the deduplicated transaction ids, and the outer query keeps them via `WHERE id IN (...)`. COUNT and SUM now see exactly one row per matching transaction. Closes #3174. * docs: add docstrings to satisfy CodeRabbit coverage check on PR #3290 CodeRabbit's pre-merge check flagged 0% docstring coverage (threshold 80%) on the two functions touched by the tag-filter dedupe fix. Adds a one-line docstring to Transaction::Search#apply_tag_filter and explanatory comments above the two new regression tests. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01A9494Pxh4LZKnNLTGfFXPw * fix: correct tag association call in regression tests (CI failure) CI's test_unit job failed on all three new regression tests with NoMethodError: undefined method '<<' for an instance of Transaction. `entryable << tag` doesn't exist -- `entryable` is the Transaction record itself; tags attach through its `has_many :tags, through: :taggings` association, so it needs to be `entryable.tags << tag`. I hadn't actually run this suite before -- the environment I authored it in had no working Ruby/Bundler, so this shipped based on tracing rather than execution. Now verified for real: 26 runs, 206 assertions, 0 failures, 0 errors for this file; rubocop clean. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01A9494Pxh4LZKnNLTGfFXPw --------- Co-authored-by: jaysbeekay <jaysbeekay@users.noreply.github.com> Co-authored-by: Claude Sonnet 5 <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 (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. Sure can be accessed from a browser, the macOS desktop app, the mobile app, API clients, and LLM agents. See Sure Clients for an overview.
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.