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Maybe est une application web entièrement open source pour vos finances personnelles. Vous aurez à votre disposition tous les outils et calculatrices interactifs dont vous avez besoin pour visualiser et naviguer dans votre parcours financier. https://maybefinance.com/
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Karan Kiri e13c3d9271
feat: Transaction pagination Improvements (#873)
* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* Changelog page that pulls from Github Release notes (#867)

* Changelog page that pulls from Github Release notes

* Review changelog page styles

* Move changelog page title to i18n translations

* Bump to 0.1.0-alpha.6

Signed-off-by: Zach Gollwitzer <zach@maybe.co>

* Bump aws-sdk-s3 from 1.152.0 to 1.152.3 (#880)

Bumps [aws-sdk-s3](https://github.com/aws/aws-sdk-ruby) from 1.152.0 to 1.152.3.
- [Release notes](https://github.com/aws/aws-sdk-ruby/releases)
- [Changelog](https://github.com/aws/aws-sdk-ruby/blob/version-3/gems/aws-sdk-s3/CHANGELOG.md)
- [Commits](https://github.com/aws/aws-sdk-ruby/commits)

---
updated-dependencies:
- dependency-name: aws-sdk-s3
  dependency-type: direct:production
  update-type: version-update:semver-patch
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump mocha from 2.3.0 to 2.4.0 (#878)

Bumps [mocha](https://github.com/freerange/mocha) from 2.3.0 to 2.4.0.
- [Changelog](https://github.com/freerange/mocha/blob/main/RELEASE.md)
- [Commits](https://github.com/freerange/mocha/compare/v2.3.0...v2.4.0)

---
updated-dependencies:
- dependency-name: mocha
  dependency-type: direct:development
  update-type: version-update:semver-minor
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump octokit from 8.1.0 to 9.1.0 (#877)

Bumps [octokit](https://github.com/octokit/octokit.rb) from 8.1.0 to 9.1.0.
- [Release notes](https://github.com/octokit/octokit.rb/releases)
- [Changelog](https://github.com/octokit/octokit.rb/blob/main/RELEASE.md)
- [Commits](https://github.com/octokit/octokit.rb/compare/v8.1.0...v9.1.0)

---
updated-dependencies:
- dependency-name: octokit
  dependency-type: direct:production
  update-type: version-update:semver-major
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>

* Bump rails from `f9c847f` to `5d34172` (#879)

Bumps [rails](https://github.com/rails/rails) from `f9c847f` to `5d34172`.
- [Release notes](https://github.com/rails/rails/releases)
- [Commits](f9c847fac1...5d34172ff4)

---
updated-dependencies:
- dependency-name: rails
  dependency-type: direct:production
...

Signed-off-by: dependabot[bot] <support@github.com>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>

* Update issue templates

* Add merchant select when editing transaction (#885)

* Transaction transfers, payments, and matching (#883)

* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation

* Ensure correct form's hidden input for selectedIds (#891)

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* Transaction transfers, payments, and matching (#883)

* Add transfer model and clean up family snapshot fixtures

* Ignore transfers in income and expense snapshots

* Add transfer validations

* Implement basic transfer matching UI

* Fix merge conflicts

* Add missing translations

* Tweak selection states for transfer types

* Add missing i18n translation

* feat: make transaction container fixed height

* feat: pagination per page query

* fix: linting errors

* revert unnecessary changes

* revert unnecessary changes

* code review changes

* code review changes

* code review changes

* remove unused imports

* fix: unit tests

* remove border

* fix: transaction padding

* fix: transaction container height

---------

Signed-off-by: Zach Gollwitzer <zach@maybe.co>
Signed-off-by: dependabot[bot] <support@github.com>
Signed-off-by: Karan Kiri <karankiri.96@gmail.com>
Co-authored-by: Mattia <malnis.mattia@gmail.com>
Co-authored-by: Zach Gollwitzer <zach@maybe.co>
Co-authored-by: dependabot[bot] <49699333+dependabot[bot]@users.noreply.github.com>
Co-authored-by: Zach Gollwitzer <zach.gollwitzer@gmail.com>
Co-authored-by: Jakub Kottnauer <jk@jakubkottnauer.com>
Co-authored-by: ziraq young <ziraqyoung@outlook.com>
2024-06-21 12:04:40 -04:00
.devcontainer Bump to Ruby 3.3.1 (#709) 2024-05-03 08:22:19 -04:00
.github Update issue templates 2024-06-17 12:12:41 -04:00
app feat: Transaction pagination Improvements (#873) 2024-06-21 12:04:40 -04:00
bin Add zero-config self hosting on Render (#612) 2024-04-13 09:28:45 -04:00
config feat: Transaction pagination Improvements (#873) 2024-06-21 12:04:40 -04:00
db Account namespace updates: part 4 (transfers, singular namespacing) (#896) 2024-06-20 13:32:44 -04:00
docs/hosting Improve self hosting docs and UI (#870) 2024-06-13 16:19:05 -04:00
lib Move categories to top-level namespace (#894) 2024-06-20 08:15:09 -04:00
log Initial commit 2024-02-02 09:05:04 -06:00
public Added custom template to show unsupported browser error (#712) 2024-05-04 12:35:44 -04:00
storage Initial commit 2024-02-02 09:05:04 -06:00
test feat: Transaction pagination Improvements (#873) 2024-06-21 12:04:40 -04:00
tmp Initial commit 2024-02-02 09:05:04 -06:00
vendor Scaffold out the UI for individual account page (#461) 2024-02-14 13:02:11 -05:00
.dockerignore Initial commit 2024-02-02 09:05:04 -06:00
.env.example Allow users to set port in env (#726) 2024-05-08 15:54:40 -04:00
.erb-lint.yml Added lints for ERB templates (#609) 2024-04-09 08:08:58 -04:00
.gitattributes Initial commit 2024-02-02 09:05:04 -06:00
.gitignore Add simplecov (#760) 2024-05-17 18:12:31 -04:00
.rubocop.yml Initial commit 2024-02-02 09:05:04 -06:00
.ruby-version Bump to Ruby 3.3.1 (#709) 2024-05-03 08:22:19 -04:00
config.ru Initial commit 2024-02-02 09:05:04 -06:00
CONTRIBUTING.md Improve Local Dev Setup Documentation and Contribution Guidelines (#339) 2024-02-06 18:14:52 -05:00
docker-compose.example.yml Improve self hosting docs and UI (#870) 2024-06-13 16:19:05 -04:00
Dockerfile Bump to Ruby 3.3.1 (#709) 2024-05-03 08:22:19 -04:00
Gemfile Transactions cleanup (#817) 2024-05-30 20:55:18 -04:00
Gemfile.lock Bump rails from f9c847f to 5d34172 (#879) 2024-06-17 12:04:16 -04:00
LICENSE Initial commit 2024-02-02 09:05:04 -06:00
Procfile.dev Multi-currency support (#425) 2024-02-10 16:18:56 -06:00
Rakefile Initial commit 2024-02-02 09:05:04 -06:00
README.md Improve self hosting docs and UI (#870) 2024-06-13 16:19:05 -04:00
render.yaml Add zero-config self hosting on Render (#612) 2024-04-13 09:28:45 -04:00

dashboard_mockup (Note: The image above is a mockup of what we're working towards. We're rapidly approaching the functionality shown, but not all of the parts are ready just yet.)

Maybe: The OS for your personal finances

Get involved: DiscordWebsiteIssues

If you're looking for the previous React codebase, you can find it at maybe-finance/maybe-archive.

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.

Maybe Hosting

There are 3 primary ways to use the Maybe app:

  1. Managed (easiest) - coming soon...
  2. One-click deploy
  3. Self-host with Docker

Local Development Setup

If you are trying to self-host the Maybe app, stop here. You should read this guide to get started.

The instructions below are for developers to get started with contributing to the app.

Requirements

  • Ruby 3.3.1
  • PostgreSQL >9.3 (ideally, latest stable version)

After cloning the repo, the basic setup commands are:

cd maybe
cp .env.example .env
bin/setup
bin/dev

# Optionally, load demo data
rake demo_data:reset

And visit http://localhost:3000 to see the app. You can use the following credentials to log in (generated by DB seed):

  • Email: user@maybe.local
  • Password: password

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. 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

Dev Container (optional)

This is 100% optional and meant for devs who don't want to worry about installing requirements manually for their platform. You can follow this guide to learn more about Dev Containers.

If you run into could not connect to server errors, you may need to change your .env's DB_HOST environment variable value to db to point to the Postgres container.

Mac

Please visit our Mac dev setup guide.

Linux

Please visit our Linux dev setup guide.

Windows

Please visit our Windows dev setup guide.

Testing Emails

In development, we use letter_opener to automatically open emails in your browser. When an email sends locally, a new browser tab will open with a preview.

Contributing

Before contributing, you'll likely find it helpful to understand context and general vision/direction.

Once you've done that, please visit our contributing guide to get started!

Repo Activity

Repo Activity

Maybe is distributed under an AGPLv3 license. " Maybe" is a trademark of Maybe Finance, Inc.