buzzromainandClaude Opus 5 e7619cac89 fix(goals): make the figure beside the ring agree with the ring (#3213)
* fix(goals): make the figure beside the ring agree with the ring

Recording a spend left the goal page contradicting itself. The ring is
drawn from `progress_percent`, which counts money still held plus money
already spent on the goal; the figure beside it showed only the first half.
A goal that had saved 5,000 and spent 2,000 of it rendered a 100% ring next
to "3,000 of 5,000" — two answers on one card, with nothing to say which to
believe.

The model was never wrong: `progress_percent` and `remaining_amount` have
both counted the two halves since the spend feature landed. Only the display
took one of them. `progress_amount` names what progress actually counts, and
both surfaces now read from it.

The amount already used is reported as part of that total rather than
beside it — "Including 2,000 already used" — so a reader has nothing to add
up and no reason to read a completed goal as a shortfall. "Used" rather
than "spent", matching the menu entry the user came through: it is the same
gesture, and spending on the thing you saved for is the goal working, not
failing.

Shown only where there is something to show. The overwhelming majority of
goals never record a spend, and a permanent "0 used" line would be noise on
every card. A reserve refuses consumption outright, so this never appears
on one.

What is still sitting in each account keeps its place in the funding
breakdown, which is where that question belongs — the view test asserts the
headline specifically rather than the whole page, for exactly that reason.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye

* fix(goals): make the ring announce what it shows

Review on #3213. The headline moved to the progress total; the ring's
`aria-label` still read `current_balance_money`. A screen reader announced
"$3,000 of $5,000 saved" while the line beside it said "$5,000, including
$2,000 already used" — the same ring, two different numbers depending on
whether you could see it.

The wording moves with the figure. "Saved" stops being the whole truth once
part of the total has been spent on the goal, so a goal that has recorded
one gets the sentence that says so, and every other goal keeps the wording
it had.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye

* style(goals): use the component's t() for the ring's labels

Review on #3213. `I18n.t` works, but the component helper is what the rest
of the codebase reaches for and it carries the view's locale context.

Co-Authored-By: Claude Opus 5 <noreply@anthropic.com>
Claude-Session: https://claude.ai/code/session_016GTNba5qE5NwzaHzbp27ye

---------

Co-authored-by: Claude Opus 5 <noreply@anthropic.com>
2026-08-28 02:06:13 +02:00
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Ask DeepWiki View performance data on Skylight Dosu Pipelock Security Scan

sure_shot

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Sure: The personal finance app for everyone

Get involved: DiscordWebsiteIssues

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 20212022 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 didnt 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. Sure can be accessed from a browser, the macOS desktop app, the mobile app, API clients, and LLM agents. See Sure Clients for an overview.

Forking and Attribution

This repo is a community fork of the archived Maybe Finance repo. Youre free to fork it under the AGPLv3 license — but wed 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-version file 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

One-click Install

Run on PikaPods

Deploy on Railway

Deploy on Hostim

Managed OpenClaw for Sure Finances

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.

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