mirror of
https://github.com/we-promise/sure.git
synced 2026-07-27 20:22:16 +00:00
700ad34eb1
* feat(desktop): scaffold Tauri 2 macOS shell with empty window * feat(desktop): server store, URL normalization, and health-check helpers * feat(desktop): IPC commands for server list/add/remove/health + active-server state Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat(desktop): native onboarding server picker with health check and remembered servers * feat(desktop): vibrancy background, overlay titlebar, and inset traffic lights * feat(desktop): native menu bar with standard shortcuts and menu events * feat(desktop): webview→Rust bridge with native notifications * fix(desktop): gate bridge injection on PageLoadEvent::Finished Prevents double-injecting the bridge IIFE (once on Started, once on Finished), which was duplicating every native notification. * feat(desktop): Dock badge driven by webview attention count * feat(desktop): launch-at-login autostart commands * feat(desktop): sure:// deep link scheme with parse tests and navigation * feat(desktop): preferences window with server switcher and launch-at-login * docs(desktop): README for dev, release, signing/notarization, and deferred widget * fix(desktop): remove dead New Window menu item * fix(desktop): correct login route to /sessions/new Rails uses `resources :sessions` (plural), so the login page is /sessions/new, not the /session/new the plan assumed. Fixes an immediate 404 when connecting to a server. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat(desktop): Sure-styled onboarding, draggable titlebar, and app content offset - Restyle onboarding + prefs to match Sure's auth page: solid surface background, centered logomark, .form-field-style inputs, inverse primary button; theme-aware via prefers-color-scheme (design-system tokens). - Add a draggable titlebar strip on bundled pages and inject one into the remote page so the window drags from the top everywhere. - Inject a top offset on the logged-in app-layout root so the sidebar logo clears the macOS traffic lights. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): de-dupe login navigation to prevent CSRF token/session race connect() navigated to /sessions/new directly AND via the active-server-changed event, which is also handled by a second listener injected into the page by bridge.js. One connect fired multiple concurrent GET /sessions/new requests, each minting a fresh session + CSRF token; the form shown and the _sure_session finally stored could come from different GETs, so the login POST failed 'Can't verify CSRF token authenticity' intermittently. Route all navigation through a single window-level guard so only the first request per server wins. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): enable window drag permission; offset only the icon rail - Add core:window:allow-start-dragging (+ show/set-focus, event emit/listen) to capabilities so data-tauri-drag-region actually drags the window on macOS. - Offset only the 84px left icon rail (logomark) to clear the traffic lights instead of pushing the entire app-layout down; keep main content full-height. - Drag strip z-index lowered below Sure's sticky headers so its controls stay clickable. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat(desktop): persist active server and resume session on launch - Persist the active server to the Keychain in set_active_server; active_server falls back to it so a relaunch knows where to go. - On launch, auto-resume straight to the last server instead of showing the picker every time. - Navigate to the server root (not /sessions/new): Rails serves the dashboard when the session cookie is still valid, or redirects to login when not — so a persisted session no longer forces a re-login. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * feat: desktop SSO via system browser with PKCE code exchange Passkeys/WebAuthn don't work in an embedded WKWebView, so SSO now runs in the system browser and hands a session back to the app securely. Server (Rails): - GET /auth/desktop/:provider — stashes a PKCE S256 challenge, hands off to OmniAuth (reusing the mobile auto-submit form). Passkeys work (real browser). - openid_connect — for a linked identity in a desktop flow, mints a single-use, 2-min, PKCE-bound one-time code and redirects to sure://sso/callback?code=... (unlinked identities are sent back with an error). - GET /sessions/desktop_exchange — verifies the code + PKCE verifier (secure_compare), single-use (cache delete), then create_session_for; MFA is enforced at exchange time. Sets the normal web session cookie in the webview. - Tests: happy path + single-use, wrong-verifier rejection, missing challenge. Desktop (Tauri): - start_sso command: generates PKCE, opens the browser, stores the verifier. - sure://sso/callback deep link -> webview navigates to desktop_exchange with the verifier (never sent through the deep link, so an intercepted code is useless). - bridge.ts intercepts SSO provider form submits and routes them to start_sso; password login stays in the webview. - remote.json capability: minimal IPC (drag, event bridge, prefs window, start_sso) for the remote Sure origin — no fs/shell/http. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): correct remote IPC capability + handle menu in Rust + drag fallback Root cause of prefs/switch-server/SSO/drag doing nothing on the logged-in page: the remote-bridge capability's remote.urls ('https://*') did not match the server origin, so all IPC (event listen, invoke, drag command) was denied. Per Tauri v2, window.__TAURI__ is injected on remote pages only with withGlobalTauri (set) AND a matching remote.urls; patterns need a path wildcard. - remote.json: urls -> https://*/**, http://*/** (+ bare host) so any server origin matches. - menu.rs: Preferences and Switch Server now show the prefs window directly in Rust (no dependency on remote-page IPC); Switch Server moved from Window to the App menu. - bridge.ts: drops the menu-event listeners (Rust owns them), adds a startDragging mousedown fallback for the drag strip, logs diagnostics, and reports start_sso success/failure to the console. - main.ts: drops the now-unused menu listeners. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): SSO via event (remote can't invoke commands), disk-backed server store Diagnostics confirmed window.__TAURI__ + IPC work on the remote page, but a remote origin cannot invoke custom commands ('start_sso not allowed. Plugin not found'). Events are permitted, so SSO now goes through an event. - SSO: bridge emits 'sure://start-sso'; Rust listens and runs begin_sso (opens the system browser). start_sso command kept for local use. - servers: mirror the server list + active server to a JSON file in Application Support as a fallback — Keychain items don't persist for unsigned builds, which was wiping the saved server on relaunch. - remote.json: add notification:default (Sure's PWA was requesting it and erroring). - menu: log whether the prefs window is present when Preferences/Switch Server fire, to diagnose the no-op. - main: log the persisted active server on boot. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): drag the top band on every page via mousedown, not a z-indexed strip The fixed drag strip sat below Sure's sticky headers (z-10) so it worked only on pages without a top header. Replace it with a document-level mousedown in the top ~34px that starts a window drag unless the target is an interactive element — so dragging works on all pages, Sure's titlebar controls stay clickable, and main content isn't pushed down. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): tag-triggered GitHub Actions release for universal unsigned .dmg - .github/workflows/desktop-release.yml: on a 'desktop-v*' tag, build the universal (Apple Silicon + Intel) .dmg on a macOS runner via tauri-action and publish it to a GitHub Release with unsigned-install instructions. - README: universal build command, the tag-based release process, and the Gatekeeper 'Open Anyway' / xattr steps for end users. - Drop the unused iOS/Android icon sets (macOS build only needs icon.icns). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): rolling desktop-latest build on desktop/ changes, not manual tags Replaces the manual desktop-v* tag release with a path-filtered workflow that builds only when desktop/ changes on main and publishes to a single rolling 'desktop-latest' prerelease with a stable Sure.dmg filename — one permanent download URL, and the file changes only when the desktop code does. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): tag-driven versioned releases; tag is the single source of version Revert to manual version tags (desktop-v*) for explicit version control, but derive the app/.dmg version from the tag so package.json + tauri.conf.json are synced automatically in CI — no manual version-file edits. Each tag produces its own versioned GitHub Release with the universal unsigned .dmg. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): release entirely from GitHub via workflow_dispatch version input Make the GitHub Action the single tool to version + deploy the desktop app: Run workflow -> enter a version -> it syncs the version, builds the universal unsigned .dmg, and creates the desktop-v<version> tag + Release. Refuses to re-release an existing version; marks pre-release versions accordingly. Tag push (desktop-v*) still works as a secondary trigger. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): publish releases with make_latest:false so they don't hijack the repo's Latest badge Desktop is a secondary artifact, not the main product. Build with tauri-action, then publish via action-gh-release with make_latest:false so the repo's 'Latest release' badge stays on the main app's v* release. Separate desktop-v* tag namespace already keeps it out of the v* publish workflow. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): address PR review feedback (security + correctness) Security: - workflow: pass workflow_dispatch version via env (no shell injection); pin all third-party actions to commit SHAs. - SSO: gate deep-link navigation and begin_sso to servers the user has saved (is_known_server), so a rogue page/deep link can't drive them. - desktop_exchange is now POST (verifier in body, not URL/logs); CSRF skipped since the single-use PKCE code is the protection. - desktop_sso_start validates the code_challenge is a 43-char base64url digest. - desktop_exchange claims the one-time code atomically (delete-and-check) to close the read/delete TOCTOU. - failure: return desktop SSO errors to the app via sure://sso/callback?error. Correctness / stability: - prefs window hides on close instead of being destroyed, so the menu can reopen it. - servers.rs: on-disk store is authoritative (file-first read), atomic writes (temp + rename). - main.ts/prefs.ts: try/catch around add/set/remove/active_server and boot; add a shared serverErrorMessage helper (no duplicated substring checks). - vite.config.ts: derive dir from import.meta.url (ESM has no __dirname). - bridge.ts: coalesce MutationObserver scans to one per frame. - README: notarization example uses the universal .dmg name. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): scope remote IPC to server origins at runtime, drop wildcard capability Resolves the remaining security finding: the static remote.json granted Tauri IPC to any http(s) origin (https://*). Remove it and instead add a capability scoped to each server's exact origin at runtime (CapabilityBuilder + add_capability), granting only the minimal permissions the bridge needs, for saved/active servers on startup and for the target in set_active_server. No origin outside the user's configured servers can access IPC. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): add runtime per-origin IPC capability (grant_server_capability) Implements the runtime-scoped capability that replaces the removed wildcard remote.json: CapabilityBuilder scoped to each server's exact origin, added via add_capability for saved/active servers at startup and in set_active_server. (Split from the previous commit, which only recorded the remote.json removal.) Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * ci(desktop): harden release workflow (no shared caches, environment gate) Address two release-workflow security findings: - Remove cache: npm and the swatinem/rust-cache step so a poisoned Actions cache written by another workflow can't flow into a published .dmg (P0). - Add 'environment: release' to the build job so publishing can require manual approval and scope secrets to release runs (P1). Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> Claude-Session: https://claude.ai/code/session_01Nno38ujctqiqSoY8eFRhaf * fix(desktop): remove transparency code and fix relaunch behavior * fix(desktop): fix PR review findings; adjust app notarization path, use Sure theme tokens instead of hardcoding values * ci(desktop): switch release from independant versioning to using Sure's publishing workflow, releasing and versioning with every main app release * fix(desktop): restrict CSP as much as possible while maintaining functionality; allow bundled scripts, Tauri IPC, inline styles; deny wildcards --------- Co-authored-by: Claude Opus 4.8 <noreply@anthropic.com>
Deutsch | Español | Français | 日本語 | 한국어 | Português | Русский | 中文
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.
