5b0ddd06a4
* Add post-trial inactive family cleanup with data archival Families that expire their trial without subscribing now get cleaned up daily. Empty families (no accounts) are destroyed immediately after a 14-day grace period. Families with meaningful data (12+ transactions, some recent) get their data exported as NDJSON/ZIP to an ArchivedExport record before deletion, downloadable via a token-based URL for 90 days. - Add InactiveFamilyCleanerJob (scheduled daily at 4 AM, managed mode only) - Add ArchivedExport model with token-based downloads - Add inactive_trial_for_cleanup scope and requires_data_archive? to Family - Extend DataCleanerJob to purge expired archived exports - Add ArchivedExportsController for unauthenticated token downloads https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ * Fix Brakeman redirect warning in ArchivedExportsController Use rails_blob_path instead of redirecting directly to the ActiveStorage attachment, which avoids the allow_other_host: true open redirect. https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ * Update schema.rb with archived_exports table Add the archived_exports table definition to schema.rb to match the pending migration, unblocking CI tests. https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ * Fix broken CI tests for ArchivedExports and InactiveFamilyCleaner - ArchivedExportsController 404 test: use assert_response :not_found instead of assert_raises since Rails rescues RecordNotFound in integration tests and returns a 404 response. - InactiveFamilyCleanerJob test: remove assert_no_difference on Family.count since the inactive_trial fixture gets cleaned up by the job. The test intent is to verify the active family survives, which is checked by assert Family.exists?. https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ * Wrap ArchivedExport creation in a transaction Ensure the ArchivedExport record and its file attachment succeed atomically. If the attach fails, the transaction rolls back so no orphaned record is left without an export file. https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ * Store only a digest of the download token for ArchivedExport Replace plaintext download_token column with download_token_digest (SHA-256 hex). The raw token is generated via SecureRandom on create, exposed transiently via attr_reader for use in emails/logs, and only its digest is persisted. Lookup uses find_by_download_token! which digests the incoming token before querying. https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ * Remove raw download token from cleanup job logs Log a truncated digest prefix instead of the raw token, which is the sole credential for the unauthenticated download endpoint. https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ * Fix empty assert_no_difference block in cleaner job test Wrap the perform_now call with both assertions so the ArchivedExport.count check actually exercises the job. https://claude.ai/code/session_01LR3Vo83R5s5SczYe6T33dQ --------- Co-authored-by: Claude <noreply@anthropic.com>
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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)
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
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.
If you loaded the optional demo data, log in with these credentials:
- 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.