More rebranding changes (#159)

* Replace Maybe for Sure in select code areas

* Make sure passwords are consistent

* Remove (admin|member) from demo data first name

* Database and schema names finally to `sure`

* Fix broken test

* Another (benchmarking) database name to `sure_*`

* More rebranding to Sure

* Missed this Maybe mention in the same page

* Random nitpicks and more Maybes

* Demo data accounts and more Maybes

* Test data account updates

* Impersonation test accounts

* Consistency with `compose.example.yml`

app/models/account.rb

@@ -80,7 +80,7 @@ class Account < ApplicationRecord
       balance = simplefin_account.current_balance || simplefin_account.available_balance || 0
 
       # SimpleFin returns negative balances for credit cards (liabilities)
-      # But Maybe expects positive balances for liabilities
+      # But Sure expects positive balances for liabilities
       if account_type == "CreditCard" || account_type == "Loan"
         balance = balance.abs
       end

app/models/assistant/configurable.rb

@@ -26,7 +26,7 @@ module Assistant::Configurable
         <<~PROMPT
           ## Your identity
 
-          You are a friendly financial assistant for an open source personal finance application called "Maybe", which is short for "Maybe Finance".
+          You are a friendly financial assistant for an open source personal finance application called "Sure", which is short for "Sure Finances".
 
           ## Your purpose
 
@@ -52,7 +52,7 @@ module Assistant::Configurable
 
           #### User's preferred currency
 
-          Maybe is a multi-currency app where each user has a "preferred currency" setting.
+          Sure is a multi-currency app where each user has a "preferred currency" setting.
 
           When no currency is specified, use the user's preferred currency for formatting and displaying monetary values.
 

app/models/demo/generator.rb

@@ -38,7 +38,7 @@ class Demo::Generator
       end
 
       puts "👥 Creating empty family..."
-      create_family_and_users!("Demo Family", "user@sure.local", onboarded: true, subscribed: true)
+      create_family_and_users!("Demo Family", "user@example.com", onboarded: true, subscribed: true)
 
       puts "✅ Empty demo data loaded successfully!"
     end
@@ -53,14 +53,14 @@ class Demo::Generator
       end
 
       puts "👥 Creating new user family..."
-      create_family_and_users!("Demo Family", "user@sure.local", onboarded: false, subscribed: false)
+      create_family_and_users!("Demo Family", "user@example.com", onboarded: false, subscribed: false)
 
       puts "✅ New user demo data loaded successfully!"
     end
   end
 
   # Generate comprehensive realistic demo data with multi-currency
-  def generate_default_data!(skip_clear: false, email: "user@sure.local")
+  def generate_default_data!(skip_clear: false, email: "user@example.com")
     if skip_clear
       puts "⏭️  Skipping data clearing (appending new family)..."
     else
@@ -133,20 +133,20 @@ class Demo::Generator
       # Admin user
       family.users.create!(
         email: email,
-        first_name: "Demo (admin)",
-        last_name: "Maybe",
+        first_name: "Jack",
+        last_name: "Bogle",
         role: "admin",
-        password: "password",
+        password: "Password1!",
         onboarded_at: onboarded ? Time.current : nil
       )
 
       # Member user
       family.users.create!(
         email: "partner_#{email}",
-        first_name: "Demo (member)",
-        last_name: "Maybe",
+        first_name: "Eve",
+        last_name: "Bogle",
         role: "member",
-        password: "password",
+        password: "Password1!",
         onboarded_at: onboarded ? Time.current : nil
       )
 

app/models/family_export.rb

@@ -13,7 +13,7 @@ class FamilyExport < ApplicationRecord
   scope :ordered, -> { order(created_at: :desc) }
 
   def filename
-    "maybe_export_#{created_at.strftime('%Y%m%d_%H%M%S')}.zip"
+    "sure_export_#{created_at.strftime('%Y%m%d_%H%M%S')}.zip"
   end
 
   def downloadable?

app/models/import/row.rb

@@ -37,12 +37,12 @@ class Import::Row < ApplicationRecord
   end
 
   private
-    # In the Maybe system, positive quantities == "inflows"
+    # In the Sure system, positive quantities == "inflows"
     def apply_trade_signage_convention(value)
       value * (import.signage_convention == "inflows_positive" ? 1 : -1)
     end
 
-    # In the Maybe system, positive amounts == "outflows", so we must reverse signage
+    # In the Sure system, positive amounts == "outflows", so we must reverse signage
     def apply_transaction_signage_convention(value)
       if import.amount_type_strategy == "signed_amount"
         value * (import.signage_convention == "inflows_positive" ? -1 : 1)

app/models/mobile_device.rb

@@ -23,7 +23,7 @@ class MobileDevice < ApplicationRecord
 
     app = Doorkeeper::Application.create!(
       name: "Mobile App - #{device_id}",
-      redirect_uri: "maybe://oauth/callback", # Custom scheme for mobile
+      redirect_uri: "sureapp://oauth/callback", # Custom scheme for mobile
       scopes: "read_write", # Use the configured scope
       confidential: false # Public client for mobile
     )

app/models/plaid_account/investments/balance_calculator.rb

@@ -24,7 +24,7 @@ class PlaidAccount::Investments::BalanceCalculator
 
   # Plaid considers "brokerage cash" and "cash equivalent holdings" to all be part of "cash balance"
   #
-  # Internally, we DO NOT.  Maybe clearly distinguishes between "brokerage cash" vs. "holdings (i.e. invested cash)"
+  # Internally, we DO NOT.  Sure clearly distinguishes between "brokerage cash" vs. "holdings (i.e. invested cash)"
   # For this reason, we must manually calculate the cash balance based on "total value" and "holdings value"
   # See PlaidAccount::Investments::SecurityResolver for more details.
   def cash_balance

app/models/plaid_account/investments/security_resolver.rb

@@ -63,7 +63,7 @@ class PlaidAccount::Investments::SecurityResolver
       end
     end
 
-    # Plaid treats "brokerage cash" differently than us.  Internally, Maybe treats "brokerage cash"
+    # Plaid treats "brokerage cash" differently than us.  Internally, Sure treats "brokerage cash"
     # as "uninvested cash" (i.e. cash that doesn't have a corresponding Security and can be withdrawn).
     #
     # Plaid treats everything as a "holding" with a corresponding Security.  For example, "brokerage cash" (USD)

app/models/plaid_account/transactions/category_matcher.rb

@@ -3,7 +3,7 @@
 # categories we cannot directly assign Plaid categories as this would overwrite
 # user data and create a confusing experience.
 #
-# Automated category matching in the Maybe app has a hierarchy:
+# Automated category matching in the Sure app has a hierarchy:
 # 1. Naive string matching via CategoryAliasMatcher
 # 2. Rules-based matching set by user
 # 3. AI-powered matching (also enabled by user via rules)

app/models/provider/plaid.rb

@@ -1,7 +1,7 @@
 class Provider::Plaid
   attr_reader :client, :region
 
-  MAYBE_SUPPORTED_PLAID_PRODUCTS = %w[transactions investments liabilities].freeze
+  SUPPORTED_PLAID_PRODUCTS = %w[transactions investments liabilities].freeze
   MAX_HISTORY_DAYS = Rails.env.development? ? 90 : 730
 
   def initialize(config, region: :us)
@@ -45,7 +45,7 @@ class Provider::Plaid
   def get_link_token(user_id:, webhooks_url:, redirect_url:, accountable_type: nil, access_token: nil)
     request_params = {
       user: { client_user_id: user_id },
-      client_name: "Maybe Finance",
+      client_name: "Sure Finances",
       country_codes: country_codes,
       language: "en",
       webhook: webhooks_url,
@@ -195,7 +195,7 @@ class Provider::Plaid
     def get_additional_consented_products(accountable_type)
       return [] if eu?
 
-      MAYBE_SUPPORTED_PLAID_PRODUCTS - [ get_primary_product(accountable_type) ]
+      SUPPORTED_PLAID_PRODUCTS - [ get_primary_product(accountable_type) ]
     end
 
     def eu?

app/models/security/health_checker.rb

@@ -1,4 +1,4 @@
-# There are hundreds of thousands of market securities that Maybe must handle.
+# There are hundreds of thousands of market securities that Sure must handle.
 # Due to the always-changing nature of the market, the health checker is responsible
 # for periodically checking active securities to ensure we can still fetch prices for them.
 #

app/models/simplefin_account/processor.rb

@@ -79,8 +79,8 @@ class SimplefinAccount::Processor
       end
 
       # SimpleFin uses banking convention (expenses negative, income positive)
-      # Maybe expects opposite convention (expenses positive, income negative)
-      # So we negate the amount to convert from SimpleFin to Maybe format
+      # Sure expects opposite convention (expenses positive, income negative)
+      # So we negate the amount to convert from SimpleFin to Sure format
       -parsed_amount
     rescue ArgumentError => e
       Rails.logger.error "Failed to parse SimpleFin transaction amount: #{amount_value.inspect} - #{e.message}"

app/models/user.rb

@@ -193,7 +193,7 @@ class User < ApplicationRecord
     end
 
     def totp
-      ROTP::TOTP.new(otp_secret, issuer: "Maybe Finance")
+      ROTP::TOTP.new(otp_secret, issuer: "Sure Finances")
     end
 
     def verify_backup_code?(code)