ab52b2b144
* fix(family-sharing): prevent silent data loss when rehoming or removing users Fixes #1689. Two destructive paths could strand a pre-existing user's family and accounts: 1. Invitation#accept_for unconditionally overwrote user.family_id, orphaning the prior family + its accounts with no user able to reach them. 2. Settings::ProfilesController#destroy then called @user.destroy when an admin removed the rehomed member, destroying the only login path back to the now-orphaned data. Add hard-block guards on both paths. accept_for refuses when the invitee already belongs to a family with accounts; ProfilesController#destroy refuses when the member owns accounts in another family (legacy state from the old flow). InvitationsController#create surfaces a specific, actionable flash so the admin understands why the auto-accept was refused. No automatic recovery of already-orphaned data — that needs a separate one-shot script per dosubot's analysis on the issue. * fix(family-sharing): scope invite orphan-guard to invitee-owned accounts (#1896 review) Codex flagged (P1) and the maintainer review independently raised that would_orphan_existing_family? keyed off user.family.accounts.exists? — any account in the invitee's current family — which wrongly blocked a non-owner member from leaving a multi-user household. Rename to would_orphan_owned_accounts? and key off user.owned_accounts.where.not(family_id: family_id), making the invite guard symmetric with the destroy-path guard in Settings::ProfilesController. A member who owns no accounts now orphans nothing by moving and is free to accept the invitation; an owner is still blocked. Add a regression test for the non-owner case and update the existing tests to give the invitee explicit account ownership. * Remove extra comments per project conventions --------- Co-authored-by: Juan José Mata <jjmata@jjmata.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.
