b23711ae0d
* Add configuration and logic for dynamic SSO provider support and stricter JIT account creation - Introduced `config/auth.yml` for centralized auth configuration and documentation. - Added support for multiple SSO providers, including Google, GitHub, and OpenID Connect. - Implemented stricter JIT SSO account creation modes (`create_and_link` vs `link_only`). - Enabled optional restriction of JIT creation by allowed email domains. - Enhanced OmniAuth initializer for dynamic provider setup and better configurability. - Refined login UI to handle local login disabling and emergency super-admin override. - Updated account creation flow to respect JIT mode and domain checks. - Added tests for SSO account creation, login form visibility, and emergency overrides. # Conflicts: # app/controllers/sessions_controller.rb * remove non-translation * Refactor authentication views to use translation keys and update locale files - Extracted hardcoded strings in `oidc_accounts/link.html.erb` and `sessions/new.html.erb` into translation keys for better localization support. - Added missing translations for English and Spanish in `sessions` and `oidc_accounts` locale files. * Enhance OmniAuth provider configuration and refine local login override logic - Updated OmniAuth initializer to support dynamic provider configuration with `name` and scoped parameters for Google and GitHub. - Improved local login logic to enforce stricter handling of super-admin override when local login is disabled. - Added test for invalid super-admin override credentials. * Document Google sign-in configuration for local development and self-hosted environments --------- Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.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)
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.