ba442d5f26
* Add Indexa Capital provider scaffold
Generate Indexa Capital provider scaffolding and align credential fields with the API authentication requirements.
* Fix PR 926 lint and schema CI failures
* Implement Indexa Capital provider with real API integration
- Rewrite all broken view templates (were meta-ERB from code generator)
- Create missing select_accounts.html.erb template
- Implement real API calls: list_accounts via /users/me, get_holdings
via /accounts/{number}/fiscal-results, get_account_balance via
/accounts/{number}/performance
- Add API token auth support (stored token > env token > credentials)
- Add api_token column with encryption support
- Redesign settings panel: API token prominent, credentials collapsible
- Fix account balances display using performance endpoint portfolios
- Fix accounts index empty-state guard missing indexa_capital_items
- Simplify activities fetch job (no activities API endpoint exists)
- Fix i18n interpolation (%%{ -> %{) throughout locale file
* Add tests for Indexa Capital provider integration
- IndexaCapitalItemTest: validations, credentials, scopes, sync status
- IndexaCapitalAccountTest: upsert, holdings, account provider linking
- Provider::IndexaCapitalTest: auth modes, API stubs, error handling
- IndexaCapitalItemsControllerTest: CRUD, setup, linking, authorization
- Fixtures for items (token + credentials) and accounts (mutual + pension)
52 tests, 98 assertions, 0 failures
* Address code review feedback from PR #933
- Fix zero balance bug: use `nil?` instead of `present?` so 0 is stored
- Fix has_indexa_capital_credentials? to check api_token (was ignored)
- Fix build_provider to delegate to Provided concern (was ignoring token)
- Fix IndexaCapital section outside encryption_error guard in settings
- Add account_number sanitization to prevent path traversal in API URLs
- Replace all skipped processor tests with real working tests
- Add zero-balance and path-traversal test coverage
61 tests, 107 assertions, 0 failures
* Address code review round 2: credentials validation, RuboCop, test quality
- Fix RuboCop SpaceInsideArrayLiteralBrackets in credentials check
- Chain where.not calls so all three username/document/password must be present
- Require all three credentials (||) instead of any one (&&) in validate_configuration!
- Move attr_reader to private to avoid exposing credentials publicly
- Parse dates with Date.parse in extract_balance for robustness
- Remove stale TODO and Crypto from supported_account_types
- Order build_provider query deterministically by created_at
- Replace no-op holdings assertion with meaningful assert_difference
* Address code review round 3: JSON parse safety and test precision
- Rescue JSON::ParserError on 2xx responses for clearer error messages
- Fix weak balance assertion: set balance to 0 before processing, assert
expected value (27093.01 = sum of holdings amounts)
* Include Indexa Capital in automatic family sync
Add indexa_capital_items to Family::Syncer#child_syncables so balances
and holdings refresh on daily auto-sync and login sync, not only on
manual sync button clicks.
---------
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Juan José Mata <juanjo.mata@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)
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
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.