14993d871c
Multi-provider SSO support: - Database-backed SSO provider management with admin UI - Support for OpenID Connect, Google OAuth2, GitHub, and SAML 2.0 - Flipper feature flag (db_sso_providers) for dynamic provider loading - ProviderLoader service for YAML or database configuration Admin functionality: - Admin::SsoProvidersController for CRUD operations - Admin::UsersController for super_admin role management - Pundit policies for authorization - Test connection endpoint for validating provider config User provisioning improvements: - JIT (just-in-time) account creation with configurable default role - Changed default JIT role from admin to member (security) - User attribute sync on each SSO login - Group/role mapping from IdP claims SSO identity management: - Settings::SsoIdentitiesController for users to manage connected accounts - Issuer validation for OIDC identities - Unlink protection when no password set Audit logging: - SsoAuditLog model tracking login, logout, link, unlink, JIT creation - Captures IP address, user agent, and metadata Advanced OIDC features: - Custom scopes per provider - Configurable prompt parameter (login, consent, select_account, none) - RP-initiated logout (federated logout to IdP) - id_token storage for logout SAML 2.0 support: - omniauth-saml gem integration - IdP metadata URL or manual configuration - Certificate and fingerprint validation - NameID format configuration
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Sure: The personal finance app for everyone
Get involved: Discord • Website • Issues
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 2021–2022 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 didn’t 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.
Forking and Attribution
This repo is a community fork of the archived Maybe Finance repo. You’re free to fork it under the AGPLv3 license — but we’d 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)
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-versionfile 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. You can log in with these demo credentials (from the DB seed):
- Email:
user@example.com - Password:
Password1!
For further instructions, see guides below.
Setup Guides
- Mac dev setup
- Linux dev setup
- Windows dev setup
- Dev containers - visit this guide
One-click
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.