Commit Graph

31 Commits

Author SHA1 Message Date
Juan José Mata
768e85ce08 Add OpenID Connect login support (#77)
* Add OpenID Connect login support
* Add docs for OIDC config with Google Auth
* Use Google styles for log in
- Add support for linking existing account
- Force users to sign-in with passoword first, when linking existing accounts
- Add support to create new user when using OIDC
- Add identities to user to prevent account take-ver
- Make tests mocking instead of being integration tests
- Manage session handling correctly
- use OmniAuth.config.mock_auth instead of passing auth data via request env
* Conditionally render Oauth button

- Set a config item `configuration.x.auth.oidc_enabled`
- Hide button if disabled

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
Signed-off-by: soky srm <sokysrm@gmail.com>
Co-authored-by: sokie <sokysrm@gmail.com>
2025-10-24 16:07:45 +02:00
Copilot
a8f318c3f9 Fix "Messages is invalid" error for Ollama/custom LLM providers and add comprehensive AI documentation (#225)
* Add comprehensive AI/LLM configuration documentation
* Fix Chat.start! to use default model when model is nil or empty
* Ensure all controllers use Chat.default_model for consistency
* Move AI doc inside `hosting/`
* Probably too much error handling

---------

Co-authored-by: copilot-swe-agent[bot] <198982749+Copilot@users.noreply.github.com>
Co-authored-by: jjmata <187772+jjmata@users.noreply.github.com>
Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-10-24 12:04:19 +02:00
Juan José Mata
7c5ddd674d Make branding configurable (#173)
* Remove orphan function

* Add centralized branding helpers and update locales

* Remove _plus and add (proper) brand

* No longer Sure, configurable

* Consistency with compose file naming

* Missed `product_name` mapping

* Fix brand/product name in mailers

* Product name in email reset flow

* Fix i18n errors/tests

* Fix password mailer brand/product name (again)

* Missed hardcoded `Sure` in onboarding goals

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* PR nitpick on documentation

* Missing interpolation key for invited UI

* Orphan assets

* New logos

---------

Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-10-22 19:14:03 +02:00
Pedro Camara Junior
3aea1513d1 Add comprehensive Hetzner Cloud deployment guide (#211)
* Add comprehensive Hetzner Cloud deployment guide

* Fix markdown linting issues and backup retention policy

- Add missing language identifiers to fenced code blocks (bash)
- Fix inconsistent backup retention policy (standardize to 7 days)
- Address CodeRabbit review feedback for PR #211
2025-10-21 15:34:44 +02:00
Juan José Mata
5706280dd7 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`
2025-09-24 00:19:51 +02:00
Phillip Boushy
f8e420c5d1 Move plaid PR mention to note (#144)
* maybe#2419 was recreated as sure#1 but message wasn't removed.
 * Information in maybe#2419 gives more details that are helpful for
   users wanting to setup Plaid
2025-09-18 11:47:22 +02:00
Juan José Mata
d054cd0bb2 Reorganize Settings sections + add LLM model/prompt configs (#116)
* Reshuffle/organize settings UI
* Settings: AI prompt display/minor touch-ups
* API key settings tests
* Moved import/export together
* Collapsible LLM prompt DIVs
* Add export tests
2025-08-22 20:43:24 +02:00
Amr Awad
26c18427c7 Add a 'Bank Sync' page in Settings (#111)
* add initial pages for Bank Sync and Lunch Flow

* update breadcrumbs on Lunch Flow page

* update content for Lunch Flow page

* add norefeerrer to Github link

* update lunch flow url

* nest lunch_flow resource under bank_sync

* add a provider link partial

* remove trailing whitespaces

* update providers style to match merchants page

* remove separate lunch flow page

* fix hover on dark mode

* point lunch flow to custom sure landing page

* [i18n] Bank Sync label

* [i18n] API Keys

* [i18n] Self-Hosting consistency

* Security breadcrum, not "securities" default

---------

Co-authored-by: Juan José Mata <juanjo.mata@gmail.com>
2025-08-15 03:07:15 +02:00
Juan José Mata
dd0cb60b56 feat: Add Brand Fetch logo link for logos (see #43) (#99)
* feat: Add Brand Fetch logo link for logos

* docs: brand fetch integration docs

* Document CLIENT_ID location?

Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

---------

Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: Vincent Teo <vinteo@gmail.com>
Co-authored-by: gemini-code-assist[bot] <176961590+gemini-code-assist[bot]@users.noreply.github.com>
2025-08-11 22:34:54 +02:00
Juan José Mata
f6dde1a098 Add Langfuse-based LLM observability (#86)
* Add Langfuse-based LLM observability

* Document Langfuse configuration

* Don't hardcode model in use
2025-08-06 23:23:07 +02:00
Juan José Mata
099425d240 First quick Sure rebrand (#74)
* First cut of smallest rebrand, pending icons

* Leave SQL schema tokens/user names the same for now

* First batch of logos

* Release notes/what's new

* /releases missing

* redirect_uri for sureapp://

* Padded logo

* Test the correct /releases URL

* Missed a few mobile URIs

* Some icons/asssets from /website/ repo

* Seed/sample data user @sure.local now

* New screenshot

* Want to keep their legal "boilerplate" from the upstream repo
2025-08-05 23:35:01 +02:00
Juan José Mata
8ecd8dcf8e New Wiki page localtion
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-07-31 22:47:27 +02:00
Juan José Mata
d0125e9c79 Merge branch 'main' into jjmata/update-readme
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-07-29 14:14:55 -07:00
Juan José Mata
5223d56dc8 Update docker.md with new naming
Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-07-29 23:11:44 +02:00
PrplHaz4
34e775ae95 Update Plaid Docs: Rebrand to Sure and add note about delayed OAuth (#13)
Update setting up Plaid Sync docs
- Rebrand to Sure
- Add note about delayed OAuth approval timelines

Signed-off-by: PrplHaz4 <PrplHaz4@users.noreply.github.com>
2025-07-29 05:31:34 +02:00
Facinorous
cb0d8e0319 Update plaid.md
Update instructions

Signed-off-by: Facinorous <63425706+Facinorous-420@users.noreply.github.com>
2025-07-25 02:20:44 -04:00
Facinorous
a8733da479 Update plaid.md with note at beginning.
Add information regarding the need to expose your instance.

Signed-off-by: Facinorous <63425706+Facinorous-420@users.noreply.github.com>
2025-06-27 08:30:11 -04:00
Facinorous
e0a4cde127 Create plaid.md
Added instructions on how to set up plaid with your self hosted instance

Signed-off-by: Facinorous <63425706+Facinorous-420@users.noreply.github.com>
2025-06-26 21:30:00 -04:00
Josh Pigford
94202b2a6b Add API v1 chat endpoints
- Add chats#index and chats#show endpoints to list and view AI conversations
- Add messages#create endpoint to send messages to AI chats
- Include API documentation for chat endpoints
- Add controller tests for new endpoints

🤖 Generated with [Claude Code](https://claude.ai/code)

Co-Authored-By: Claude <noreply@anthropic.com>
2025-06-18 04:32:14 -05:00
Adam M. Goyer
d05946596e Fix typo in docker hosting documentation (#2318) 2025-06-03 05:14:25 -05:00
Zach Gollwitzer
1210a8f3a3 Update docker.md
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2025-05-02 08:52:19 -04:00
Zach Gollwitzer
19cc63c8f4 Use Redis for ActiveJob and ActionCable (#2004)
* Use Redis for ActiveJob and ActionCable

* Fix alwaysApply setting

* Update queue names and weights

* Tweak weights

* Update job queues

* Update docker setup guide

* Remove deprecated upgrade columns from users table

* Refactor Redis configuration for Sidekiq and caching in production environment

* Add Sidekiq Sentry monitoring

* queue naming fix

* Clean up schema
2025-03-19 12:36:16 -04:00
Zach Gollwitzer
b1d2dc5e97 Add DB connection troubleshooting to self hosting guide
Signed-off-by: Zach Gollwitzer <zach@maybe.co>
2024-10-01 18:57:38 -04:00
Valentin Zwerschke
86741401c3 Fix text (#1168)
Signed-off-by: Valentin Zwerschke <vallezw@gmail.com>
2024-09-11 13:40:29 -04:00
Zach Gollwitzer
707c5ca0ca Account Issue Model and Resolution Flow + Troubleshooting guides (#1090)
* Rough draft of issue system

* Simplify design

* Remove stale files from merge conflicts

* STI for issues

* Cleanup

* Improve Synth api key flow

* Stub api key for test
2024-08-16 12:13:48 -04:00
Zach Gollwitzer
fa08f027c7 Sync notifications and troubleshooting guides (#998)
* Add help articles

* Broadcast sync messages as notifications

* Lint fixes

* more lint fixes

* Remove redundant code
2024-07-18 14:39:38 -04:00
Zach Gollwitzer
d0a15b8a98 Improve self hosting docs and UI (#870) 2024-06-13 16:19:05 -04:00
João Friaça
d4857d9f5b Fixing typo in Render URL (#737)
Signed-off-by: João Friaça <41522991+friaca@users.noreply.github.com>
2024-05-13 13:23:34 -04:00
Zach Gollwitzer
2aee8e3027 Improve self hosting docs (#732) 2024-05-10 06:10:23 -04:00
Radu C. Martin
930dc26828 Self Hosting: Docker Compose setup and flow (#640)
* feat(self-hosting): add docker-compose and ghcr release workflow

* WIP: address review comments

* WIP: fix linting
2024-05-06 18:52:14 -04:00
Zach Gollwitzer
5aca2ff9b6 Add zero-config self hosting on Render (#612)
* v1 of backend implementation for self hosting

* Add docs

* Add upgrades controller

* Add global helpers for self hosting mode

* Add self host settings controller

* Conditionally show self hosting settings

* Environment and config updates

* Complete upgrade prompting flow

* Update config for forked repo

* Move configuration of github provider within class

* Add upgrades cron

* Update deploy button

* Update guides

* Fix render deployer

* Typo

* Enable auto upgrades

* Fix cron

* Make upgrade modes more clear and consistent

* Trigger new available version

* Fix logic for displaying upgrade prompts

* Finish implementation

* Fix regression

* Trigger new version

* Add i18n translations

* trigger new version

* reduce caching time for testing

* Decrease cache for testing

* trigger upgrade

* trigger upgrade

* Only trigger deploy once

* trigger upgrade

* If target is commit, always upgrade if any upgrade is available

* trigger upgrade

* trigger upgrade

* Test release

* Change back to maybe repo for defaults

* Fix lint errors

* Clearer naming

* Fix relative link

* Add abs path

* Relative link

* Update docs
2024-04-13 09:28:45 -04:00