LPW cd2b58fa30 Add official Sure Helm chart with HA Postgres/Redis support (#429)
* Add Helm chart for Sure Rails app deployment.

- Introduced initial Helm chart structure for deploying the Sure Rails app with Sidekiq on Kubernetes.
- Added optional CloudNativePG and Redis-Operator subcharts for high availability of PostgreSQL and Redis.
- Implemented configuration guards for mutual exclusivity between Redis operators.
- Included support for Horizontal Pod Autoscalers (HPAs) for web and worker deployments.
- Added default configurations for CronJobs, database migrations, and Ingress setup.
- Generated NOTES.txt for deployment guidance and troubleshooting.
- Added example profiles for simple and high-availability hosting setups in README.md.
- Enhanced templates with helper functions for reusable logic and secret management.

* Refactor Helm chart to use shared _env.tpl helper for environment variable injection.

- Added `_env.tpl` for managing environment variables across workloads (web, worker, jobs, etc.).
- Replaced repetitive inline environment configurations with reusable `sure.env` helper.
- Enhanced `redis-simple` configurations with support for dynamic persistence settings and resource limits.
- Updated `values.yaml` with improved defaults for multi-node cluster setups.
- Extended cleanup scripts to handle RedisSentinel CRs.

* Refactor Helm chart templates for consistency and improved readability

- Simplified `simplefin-backfill-job.yaml` by quoting backfill args for cleaner rendering.
- Removed unused `extraEnvFrom` logic from `_env.tpl`.
- Streamlined `redis-simple-deployment.yaml` by restructuring `volumeMounts` and `volumes` blocks for better condition handling.

* Bump Sure Helm chart version to 1.0.0 for initial stable release.

* Update README: Redis subchart to use OT redis-operator and improve secret management examples.

- Replaced `dandydev/redis-ha` with `OT-CONTAINER-KIT redis-operator`
- Added Redis secret configurations examples for flexible secret management.
- Updated README with new Redis configuration instructions, examples, and auto-wiring precedence adjustments.

* Enhance Redis-Operator Helm chart with managed scheduling, topology spreading, and fallback logic

- Introduced `managed.*` fields for optional RedisReplication configurations, prioritizing them over top-level settings.
- Added support for `nodeSelector`, `affinity`, `tolerations`, `topologySpreadConstraints`, and customized `workloadResources` for Redis pods.
- Updated default Redis image to `v8.4.0` in templates.
- Improved persistence configuration with fallback support.
- Updated README and values.yaml with examples and guidance for high-availability setups.
- Enhanced CNPG chart with scheduling options for consistency.

* Update README with improved Redis-Operator usage examples and secret placeholder guidance

- Added instructions for constructing `REDIS_URL` in Kubernetes manifests using placeholders.
- Replaced sensitive values in example secrets with non-sensitive placeholders (`__SET_SECRET__`).
- Included notes on linting Helm templates and YAML to avoid false-positive CI errors.

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Co-authored-by: Josh Waldrep <joshua.waldrep5+github@gmail.com>
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sure_shot

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Sure: The personal finance app for everyone

Get involved: DiscordWebsiteIssues

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 20212022 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 didnt 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. Youre free to fork it under the AGPLv3 license — but wed 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-version file 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

One-click

Run on PikaPods

Deploy on Railway

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.
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