From 3fb379d14079ca65c59b52fae7bae470a53786bb Mon Sep 17 00:00:00 2001 From: Zach Gollwitzer Date: Thu, 24 Jul 2025 17:34:00 -0400 Subject: [PATCH 1/6] Sync family icon button --- app/controllers/accounts_controller.rb | 5 +++++ app/views/accounts/index.html.erb | 8 ++++++++ config/routes.rb | 4 ++++ 3 files changed, 17 insertions(+) diff --git a/app/controllers/accounts_controller.rb b/app/controllers/accounts_controller.rb index 0b2252d7..b78c54ad 100644 --- a/app/controllers/accounts_controller.rb +++ b/app/controllers/accounts_controller.rb @@ -9,6 +9,11 @@ class AccountsController < ApplicationController render layout: "settings" end + def sync_all + family.sync_later + redirect_to accounts_path, notice: "Syncing accounts..." + end + def show @chart_view = params[:chart_view] || "balance" @tab = params[:tab] diff --git a/app/views/accounts/index.html.erb b/app/views/accounts/index.html.erb index ff45d33f..3557ceb8 100644 --- a/app/views/accounts/index.html.erb +++ b/app/views/accounts/index.html.erb @@ -2,6 +2,14 @@

<%= t(".accounts") %>

+ <%= icon( + "refresh-cw", + as_button: true, + size: "sm", + href: sync_all_accounts_path, + disabled: Current.family.syncing?, + frame: :_top + ) %> <%= render DS::Link.new( text: "New account", href: new_account_path(return_to: accounts_path), diff --git a/config/routes.rb b/config/routes.rb index a44554d6..d6c2bc7a 100644 --- a/config/routes.rb +++ b/config/routes.rb @@ -162,6 +162,10 @@ Rails.application.routes.draw do get :sparkline patch :toggle_active end + + collection do + post :sync_all + end end # Convenience routes for polymorphic paths From 224f21354a916dfbec29e9435db1045b3d61a94b Mon Sep 17 00:00:00 2001 From: Zach Gollwitzer Date: Thu, 24 Jul 2025 17:34:28 -0400 Subject: [PATCH 2/6] Bump to v0.6.0 --- config/initializers/version.rb | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/config/initializers/version.rb b/config/initializers/version.rb index 134b959a..3aefc6ba 100644 --- a/config/initializers/version.rb +++ b/config/initializers/version.rb @@ -14,7 +14,7 @@ module Maybe private def semver - "0.5.0" + "0.6.0" end end end From a2cfa0356fa797df77d9146750f092a723190cd1 Mon Sep 17 00:00:00 2001 From: Zach Gollwitzer Date: Thu, 24 Jul 2025 18:11:29 -0400 Subject: [PATCH 3/6] Add final release note to README Signed-off-by: Zach Gollwitzer --- README.md | 56 ++++--------------------------------------------------- 1 file changed, 4 insertions(+), 52 deletions(-) diff --git a/README.md b/README.md index 18602345..9eb97cfd 100644 --- a/README.md +++ b/README.md @@ -1,50 +1,14 @@ -maybe_hero +maybe_hero # Maybe: The personal finance app for everyone -Get -involved: [Discord](https://link.maybe.co/discord) • [Website](https://maybefinance.com) • [Issues](https://github.com/maybe-finance/maybe/issues) - -## Backstory - -We spent the better part of 2021/2022 building a personal finance + wealth -management app called, Maybe. Very full-featured, including an "Ask an Advisor" -feature which connected users with an actual CFP/CFA to help them with their -finances (all included in your subscription). - -The business end of things didn't work out, and so we shut things down mid-2023. - -We spent the better part of $1,000,000 building the app (employees + -contractors, data providers/services, infrastructure, etc.). - -We're now reviving the product as a fully open-source project. The goal is to -let you run the app yourself, for free, and use it to manage your own finances -and eventually offer a hosted version of the app for a small monthly fee. +> [!IMPORTANT] +> This repository is no longer actively maintained. You can read more about this in our [final release](https://github.com/user-attachments/assets/5ed08763-a9ee-42b2-a436-e05038fcf573). ## Maybe Hosting -There are 2 primary ways to use the Maybe app: - -1. Managed (easiest) - we're in alpha and release invites in our Discord -2. [Self-host with Docker](docs/hosting/docker.md) - -## Contributing - -Before contributing, you'll likely find it helpful -to [understand context and general vision/direction](https://github.com/maybe-finance/maybe/wiki). - -Once you've done that, please visit -our [contributing guide](https://github.com/maybe-finance/maybe/blob/main/CONTRIBUTING.md) -to get started! - -### Performance Issues - -With data-heavy apps, inevitably, there are performance issues. We've set up a public dashboard showing the problematic requests, along with the stacktraces to help debug them. - -Any contributions that help improve performance are very much welcome. - -https://oss.skylight.io/app/applications/XDpPIXEX52oi/recent/6h/endpoints +Maybe is a fully working personal finance app that can be [self hosted with Docker](docs/hosting/docker.md). ## Local Development Setup @@ -78,14 +42,6 @@ credentials to log in (generated by DB seed): For further instructions, see guides below. -### Multi-currency support - -If you'd like multi-currency support, there are a few extra steps to follow. - -1. Sign up for an API key at [Synth](https://synthfinance.com). It's a Maybe - product and the free plan is sufficient for basic multi-currency support. -2. Add your API key to your `.env` file. - ### Setup Guides - [Mac dev setup guide](https://github.com/maybe-finance/maybe/wiki/Mac-Dev-Setup-Guide) @@ -93,10 +49,6 @@ If you'd like multi-currency support, there are a few extra steps to follow. - [Windows dev setup guide](https://github.com/maybe-finance/maybe/wiki/Windows-Dev-Setup-Guide) - Dev containers - visit [this guide](https://code.visualstudio.com/docs/devcontainers/containers) to learn more -## Repo Activity - -![Repo Activity](https://repobeats.axiom.co/api/embed/7866c9790deba0baf63ca1688b209130b306ea4e.svg "Repobeats analytics image") - ## Copyright & license Maybe is distributed under From fd9ba8c1b9ffe767904b25741f348e903c10ca91 Mon Sep 17 00:00:00 2001 From: Zach Gollwitzer Date: Thu, 24 Jul 2025 18:12:07 -0400 Subject: [PATCH 4/6] Link update Signed-off-by: Zach Gollwitzer --- README.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/README.md b/README.md index 9eb97cfd..e3fcafa8 100644 --- a/README.md +++ b/README.md @@ -4,7 +4,7 @@ # Maybe: The personal finance app for everyone > [!IMPORTANT] -> This repository is no longer actively maintained. You can read more about this in our [final release](https://github.com/user-attachments/assets/5ed08763-a9ee-42b2-a436-e05038fcf573). +> This repository is no longer actively maintained. You can read more about this in our [final release]([https://github.com/user-attachments/assets/5ed08763-a9ee-42b2-a436-e05038fcf573](https://github.com/maybe-finance/maybe/releases/tag/v0.6.0)). ## Maybe Hosting From a90899668ff25bf24d5feb8100809642ce6192ee Mon Sep 17 00:00:00 2001 From: Zach Gollwitzer Date: Thu, 24 Jul 2025 18:13:56 -0400 Subject: [PATCH 5/6] Fix pasting issue for markdown link Signed-off-by: Zach Gollwitzer --- README.md | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/README.md b/README.md index e3fcafa8..2c9192f1 100644 --- a/README.md +++ b/README.md @@ -4,7 +4,7 @@ # Maybe: The personal finance app for everyone > [!IMPORTANT] -> This repository is no longer actively maintained. You can read more about this in our [final release]([https://github.com/user-attachments/assets/5ed08763-a9ee-42b2-a436-e05038fcf573](https://github.com/maybe-finance/maybe/releases/tag/v0.6.0)). +> This repository is no longer actively maintained. You can read more about this in our [final release](https://github.com/maybe-finance/maybe/releases/tag/v0.6.0). ## Maybe Hosting From 77b5469832758d1cbee1a940f3012a1ae1c74cd3 Mon Sep 17 00:00:00 2001 From: Zach Gollwitzer Date: Thu, 24 Jul 2025 18:20:44 -0400 Subject: [PATCH 6/6] Add attribution note Signed-off-by: Zach Gollwitzer --- README.md | 7 +++++++ 1 file changed, 7 insertions(+) diff --git a/README.md b/README.md index 2c9192f1..4e5ccf86 100644 --- a/README.md +++ b/README.md @@ -10,6 +10,13 @@ Maybe is a fully working personal finance app that can be [self hosted with Docker](docs/hosting/docker.md). +## Forking and Attribution + +This repo is no longer maintained. You’re free to fork it under the AGPLv3. To stay compliant and avoid trademark issues: + +- Be sure to include the original [AGPLv3 license](https://github.com/maybe-finance/maybe/blob/main/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 Maybe app, stop here. You