b56dbdb9eb
* Implement API v1 Imports controller - Add Api::V1::ImportsController with index, show, and create actions - Add Jbuilder views for index and show - Add integration tests - Implement row generation logic in create action - Update routes * Validate import account belongs to family - Add validation to Import model to ensure account belongs to the same family - Add regression test case in Api::V1::ImportsControllerTest * updating docs to be more detailed * Rescue StandardError instead of bare rescue in ImportsController * Optimize Imports API and fix documentation - Implement rows_count counter cache for Imports - Preload rows in Api::V1::ImportsController#show - Update documentation to show correct OAuth scopes * Fix formatting in ImportsControllerTest * Permit all import parameters and fix unknown attribute error * Restore API routes for auth, chats, and messages * removing pr summary * Fix trailing whitespace and configured? test failure - Update Import#configured? to use rows_count for performance and consistency - Mock rows_count in TransactionImportTest - Fix trailing whitespace in migration * Harden security and fix mass assignment in ImportsController - Handle type and account_id explicitly in create action - Rename import_params to import_config_params for clarity - Validate type against Import::TYPES * Fix MintImport rows_count update and migration whitespace - Update MintImport#generate_rows_from_csv to update rows_count counter cache - Fix trailing whitespace and final newline in AddRowsCountToImports migration * Implement full-screen Drag and Drop CSV import on Transactions page - Add DragAndDropImport Stimulus controller listening on document - Add full-screen overlay with icon and text to Transactions index - Update ImportsController to handle direct file uploads via create action - Add system test for drag and drop functionality * Implement Drag and Drop CSV upload on Import Upload page - Add drag-and-drop-import controller to import/uploads/show - Add full-screen overlay to import/uploads/show - Annotate upload form and input with drag-and-drop targets - Add PR_SUMMARY.md * removing pr summary * Add file validation to ImportsController - Validate file size (max 10MB) and MIME type in create action - Prevent memory exhaustion and invalid file processing - Defined MAX_CSV_SIZE and ALLOWED_MIME_TYPES in Import model * Refactor dragLeave logic with counter pattern to prevent flickering * Extract shared drag-and-drop overlay partial - Create app/views/imports/_drag_drop_overlay.html.erb - Update transactions/index and import/uploads/show to use the partial - Reduce code duplication in views * Update Brakeman and harden ImportsController security - Update brakeman to 7.1.2 - Explicitly handle type assignment in ImportsController#create to avoid mass assignment - Remove :type from permitted import parameters * Fix trailing whitespace in DragAndDropImportTest * Don't commit LLM comments as file * FIX add api validation --------- Co-authored-by: Carlos Adames <cj@Carloss-MacBook-Air.local> Co-authored-by: Juan José Mata <jjmata@jjmata.com> Co-authored-by: sokie <sokysrm@gmail.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)
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. You can log in with these demo credentials (from the DB seed):
- 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.