* feat(ai): support OPENAI_EXTRA_HEADERS on OpenAI-compatible provider
Adds a fail-closed parser for the OPENAI_EXTRA_HEADERS env var (a JSON
object of header names to values) as a new Provider::Openai.extra_headers
class method. Malformed, non-object, blank, or unset values yield {}
with an error log and never the raw value, so chat keeps working on bad
config. Parsed headers are passed to the ruby-openai client at
construction, attaching them to every request the provider's client
makes (chat and batch flows alike).
ENV-only by design: no Setting fallback or settings-UI entry. Values are
stringified (nested JSON becomes Ruby-inspect strings) and blank values
are dropped.
Adds hosting docs and commented examples in .env.example and
.env.local.example, plus Minitest coverage mirroring the request_timeout
tests, including a docs-consistency test binding the knob to its docs.
* feat(ai): substitute {session_id} in OPENAI_EXTRA_HEADERS per chat request
Header values containing the literal {session_id} are now withheld at
client construction and merged onto the client at request time, with the
placeholder replaced by the chat's UUID. This identifies requests per
conversation rather than per install, for gateways that key sessions
(e.g. OpenCode Zen's x-opencode-session).
A session header is only merged when a session_id is present, so batch
flows (auto-categorize, merchant detection, PDF processing) — which
bypass chat_response — never send it; they receive static headers only.
The merge adds/overwrites without deleting managed headers.
Docs updated to cover both static and session-valued usage.
* fix(ai): keep OPENAI_EXTRA_HEADERS session values request-scoped
client.add_headers persists headers on the shared client in
ruby-openai 8.1.0, so a chat's resolved session header could survive
onto later requests made through the same provider instance. Session
headers are now merged onto a request-scoped dup of the client; the
shared client is never mutated. Batch flows and session-less chats
cannot observe another chat's session id.
Also updates the CodeRabbit-flagged tests to assert the shared client
stays untouched and the scoped copy is what issues the chat request.
* docs(ai): add YARD tags to OPENAI_EXTRA_HEADERS method docs
Converts the comment blocks on the four methods touched by this
feature (extra_headers, initialize, request_timeout, and
with_session_headers) into YARD docstrings with @param/@return tags,
satisfying CodeRabbit's docstring-coverage pre-merge check.
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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 (archived/abandoned repo) 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. Sure can be accessed from a browser, the macOS desktop app, the mobile app, API clients, and LLM agents. See Sure Clients for an overview.
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 Install
Managed OpenClaw for Sure Finances
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.
