Lazy Bone fdc2ce1feb Add category support to transactions (#1251)
* Move debug logs button from Home to Settings page, remove refresh/logout from Home AppBar

- Remove Debug Logs, Refresh, and Sign Out buttons from DashboardScreen AppBar
- Add Debug Logs ListTile entry in SettingsScreen under app info section
- Remove unused _handleLogout method from DashboardScreen
- Remove unused log_viewer_screen.dart import from DashboardScreen

https://claude.ai/code/session_017XQZdaEwUuRS75tJMcHzB9

* Add category picker to Android transaction form

Implements category selection when creating transactions in the mobile app.
Uses the existing /api/v1/categories endpoint to fetch categories and sends
category_id when creating transactions via the API.

New files:
- Category model, CategoriesService, CategoriesProvider
Updated:
- Transaction/OfflineTransaction models with categoryId/categoryName
- TransactionsService/Provider to pass category_id
- DB schema v2 migration for category columns
- TransactionFormScreen with category dropdown in "More" section

Closes #78

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

* Fix ambiguous Category import in CategoriesProvider

Hide Flutter's built-in Category annotation from foundation.dart
to resolve name collision with our Category model.

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

* Add category filter on Dashboard, clear categories on data reset, fix ambiguous imports

- Add CategoryFilter widget (horizontal chip row like CurrencyFilter)
- Show category filter on Dashboard below currency filter (2nd row)
- Add "Show Category Filter" toggle in Settings > Display section
- Clear CategoriesProvider on "Clear Local Data" and "Reset Account"
- Fix Category name collision: hide Flutter's Category from material.dart
- Add getShowCategoryFilter/setShowCategoryFilter to PreferencesService

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

* Fix Category name collision using prefixed imports

Use 'import as models' instead of 'hide Category' to avoid
undefined_hidden_name warnings with flutter/material.dart.

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

* Fix duplicate column error in SQLite migration

Check if category_id/category_name columns exist before running
ALTER TABLE, preventing crashes when the DB was already at v2
or the migration had partially succeeded.

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

* Move CategoryFilter from dashboard to transaction list screen

CategoryFilter was filtering accounts on the dashboard but accounts
are already grouped by type. Moved it to TransactionsListScreen where
it filters transactions by category, which is the correct placement.

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

* Add category tag badge next to transaction name

Shows an oval-bordered category label after each transaction's
name for quick visual identification of transaction types.

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

* Address review findings for category feature

1. Category.fromJson now recursively parses parent chain;
   displayName walks all ancestors (e.g. "Grandparent > Parent > Child")
2. CategoriesProvider.fetchCategories guards against concurrent/duplicate
   calls by checking _isLoading and _hasFetched early
3. CategoryFilter chips use displayName to distinguish subcategories
4. Transaction badge resolves full displayName from CategoriesProvider
   with overflow ellipsis for long paths
5. Offline storage preserves local category values when server response
   omits them (coalesce with ??)

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

* Fix missing closing brace in PreferencesService causing theme_provider analyze errors

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

* Fix sync category upload, empty-state refresh, badge reactivity, and preferences syntax

- Add categoryId to SyncService pending transaction upload payload
- Replace non-scrollable Center with ListView for empty filter state so
  RefreshIndicator works when no transactions match
- Use listen:true for CategoriesProvider in badge display so badges
  rebuild when categories finish loading
- Fix missing closing brace in PreferencesService.setShowCategoryFilter

https://claude.ai/code/session_01Dgj8tYrCkoUaLW2WrQ3vMJ

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Co-authored-by: Claude <noreply@anthropic.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
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Ask DeepWiki View performance data on Skylight Dosu

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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 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

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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:

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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

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Requirements

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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:

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