# Project pack: Sure @ c7a3748

Facts about **Sure** for an AI following the [BespokeAI handover guide](https://handoff.bespokeai.software/guide/v4.md). Pinned to one version; never changes after publication.

> Sure is a personal finance app for the whole family. It brings your bank accounts, cards, savings, investments and property into one picture, shows your net worth over time, and helps you budget, spot regular bills and save towards goals. It is the community-run continuation of Maybe Finance. You can run it on your own computer or server, and AI help is optional.

## Setup path (checked 2026-11-03)
- **Needs Docker.** Tell the person before any setup work; no light non-Docker route is documented upstream. Docker Desktop on Windows may need a computer restart and an admin-only Windows feature (virtualisation); say so and let the person decide.
- Verdict source: https://raw.githubusercontent.com/we-promise/sure/HEAD/README.md
- You may be unable to download source archives or run commands in this session. The person downloads and runs things; if you cannot fetch something, give any changed file in full in chat with its path.

## Version and source
- Repository: https://github.com/we-promise/sure
- Pinned commit: `c7a3748aa87df7ffe7422a9132d538ac2ed45bdb`. Use exactly this version.
- Zip the person can download in a browser: https://github.com/we-promise/sure/archive/c7a3748aa87df7ffe7422a9132d538ac2ed45bdb.zip
- Fresh checkout (only if you have a shell and git): use the commands below in an empty folder. If this exact source is already checked out, keep your branch and use the development command; do not clone again or reset local changes.
- Licence: **AGPL-3.0-only**. Free to use and change. If you run a changed version that other people use over the internet (not just your household), you must offer them your source code under the same licence. "Maybe" is a trademark of Maybe Finance Inc., so a fork must not use that name or logo and must say it isn't affiliated with Maybe Finance.

## Commands from the pinned source
- Developer commands (they may use Docker):

  ```sh
  git clone https://github.com/we-promise/sure bespoke-sure
  cd bespoke-sure
  git checkout --detach c7a3748aa87df7ffe7422a9132d538ac2ed45bdb
  # Prepare development requirements and local configuration first.
  # Setup notes: app on :3000; optional demo data: rake demo_data:default
  cp .env.local.example .env.local && bin/setup && bin/dev
  ```

- Separate trial of the current upstream release (not your changes; sample data and a separate data directory only):

  ```sh
  mkdir sure && cd sure && curl -fsSL -o compose.yml https://raw.githubusercontent.com/we-promise/sure/c7a3748aa87df7ffe7422a9132d538ac2ed45bdb/compose.example.yml && docker compose up -d
  # then open http://localhost:3000 and create your account.
  # Before using it outside your home network, set SECRET_KEY_BASE and POSTGRES_PASSWORD in a .env file (see docs/hosting/docker.md).
  ```
- Tools these commands use: Docker with Docker Compose, or for development Ruby 3.4.9 + PostgreSQL + Redis + Node
- Develop: `cp .env.local.example .env.local && bin/setup && bin/dev   # app on :3000; optional demo data: rake demo_data:default`
- Test: `bin/rails test`
- Check/lint: `bin/rubocop && bundle exec erb_lint ./app/**/*.erb && npm run lint && bin/brakeman --no-pager`
- Stack: ruby, javascript, erb, css (Ruby on Rails, Hotwire (Turbo and Stimulus), ViewComponent, Tailwind CSS, Sidekiq). Difficulty for a non-developer with an AI: **advanced**. A large Rails app with a database, a background worker, Redis and many bank-sync providers. Upstream keeps detailed agent guides (AGENTS.md and docs/llm-guides/) and a strict design system, which helps an AI agent work safely.
- The project's own AI instructions, in the repository: `AGENTS.md`, `CLAUDE.md`, `docs/llm-guides/architecture.md`, `docs/llm-guides/design-system.md`.
Personal data: **yes**. Stored in: PostgreSQL (postgres-data volume), Redis for background jobs, uploaded files in the app-storage volume. Secrets are entered by the person, never in chat.

---
Later, only when a step needs it: [reference.md](https://handoff.bespokeai.software/p/sure/c7a3748/r3/reference.md) (customisation points, must-keep-working, data and costs, coding conventions) · [hosting.md](https://handoff.bespokeai.software/p/sure/c7a3748/r3/hosting.md) (long-term hosting; hosts are paid third parties) · [bespoke.yaml](https://handoff.bespokeai.software/p/sure/c7a3748/r3/bespoke.yaml) · [SKILL.md](https://handoff.bespokeai.software/p/sure/c7a3748/r3/SKILL.md)