c54369bd2d
* Add send_email_notification rule action Adds a new rule action that emails a digest of transactions matching a rule. Re-syncs re-apply every active rule to all in-window matches, so a notification_deliveries table (unique on rule_id + transaction_id) backs deduplication and a per-rule watermark: - Rule::ActionExecutor::SendEmailNotification plucks candidate ids, drops ones already in notification_deliveries, records the remainder BEFORE enqueuing (fail-safe: a crash suppresses rather than double-sends), and returns the count of newly-notified transactions. - RuleEmailNotificationJob loads the rule + transactions and delivers the digest via RuleNotificationMailer. - Creating the action pre-seeds all currently-matching transactions as already-delivered (after_create_commit), so the rule only emails about transactions appearing after the action exists. Dedup keys on the DB row id, not provider identity, so a re-ingested transaction (new id) may re-notify; accepted as benign. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Add view transactions link to rule notification digest email Include a "View transactions" CTA (APP_DOMAIN/transactions) in both the HTML and text versions of the rule notification digest email. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Address review feedback on rule email notifications - Restrict digest delivery to family admins only (drop non-admin fallback) - Make NotificationDelivery.record_for return only inserted ids and enqueue off that result, preventing duplicate digests under concurrent rule runs - Seed the notification baseline when an existing action is changed to send_email_notification, so historical matches are not emailed - Strengthen tests: assert the transactions CTA/link in the digest and the enqueued job's transaction-id args Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Include super_admin owner as rule digest recipient The admin-only recipient lookup used find_by(role: :admin), which excluded super_admin owners. A self-hosted family is commonly a single super_admin, so the digest was silently skipped (NullMail no-op) and no email was sent. Match the recipient on %w[admin super_admin] (the same pattern used elsewhere, and consistent with User#admin?), while still excluding regular members/guests. Add tests for the super_admin recipient and the no-admin skip path. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Add mixed-role digest recipient test Cover the case where a family has both an admin and a super_admin. The recipient lookup uses find_by(role: %w[admin super_admin]) with no ORDER BY, so which one is returned is non-deterministic; the contract is only that the recipient is an admin-level user (never a member). Assert recipient.admin? rather than a brittle precedence between the two roles. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Deliver rule digest via deliver_later and order in DB Use deliver_later so a slow/flaky SMTP connection doesn't tie up the Sidekiq worker, and push the entry-date sort into the query instead of materializing and sorting the result set in Ruby. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com> * Replace raw hex colors with email-safe design tokens in digest template The rule digest email hardcoded Tailwind slate-100/200 hex values for table borders, which aren't part of this project's design system. Resolve to the actual border-primary/border-secondary token values and centralize them as a reusable .email-table class in the mailer layout. Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com> --------- Co-authored-by: Claude Opus 4.8 <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.
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.
