Hearth is a Frappe app for families and individuals to keep insurance policies, assets, and loans in one place. It is not banking, tax, or investment software.
The repo is also a learning log: issues and commits track bugs and changes as they happen. Source: github.com/sarweshsoman/hearth.
What it does
- Circles — share policies, assets, and liabilities with family
- Dashboard — assets, liabilities, net position, renewals, documents due
- Reminders — renewal and EMI notifications (email + in-app)
- Reports — policy renewals/maturities and liability schedule
- Private transfer — hand a record to another user when they are not in a circle
Related infrastructure in this portfolio: Ember (schema), Vaultkeep (documents), Pulse (scheduling).
How to run
Needs a Frappe v15+ bench (ERPNext optional).
cd /path/to/frappe-bench
bench get-app https://github.com/sarweshsoman/hearth
bench --site <your-site> install-app hearth
bench build --app hearth
bench --site <your-site> migrate
Assign Role Profile Hearth User on desk users, then open the Hearth workspace.