1.5.22 Sure Finance
Sure is an all-in-one personal finance platform. Track, optimize, grow, and manage your money through every stage of life.

01. What is Sure Finance ?
Track your bank accounts , check how your stocks and crypto are doing, and monitor your everything else in any currency all in one place. 
 
 Alright! Well yeah we still live in a capitalistic world and hence our finances have a big impact on our lives and the time we can spend on open source projects ;) Hence, a great open source project called Sure can help you organizing your financial life. It basically handles all your assets in one central place. That includes values of all your assets, cash and bank accounts. This can be interestingly handy if you want to have one glass that displays everything instead of having multiple apps, accounts and dashboards you need to go through to keep track of all your finances. It can both be used for families and personal accounts but as well for small businesses.

02. Installation
Sure provides a great installation page on their website as can be found over here. However, I would like to drop the docker compose file straight away. Also note that I like to keep all the volumes inside the same folder instead of all in docker volumes. Hence, this has been changed compared to the original docker compose file . We will deploy this again nicely in Dockhand with compose and .env file that can be found below 
 
 compose.yml 
 x-db-env: &db_env
 POSTGRES_USER: ${POSTGRES_USER:-sure_user}
 POSTGRES_PASSWORD: ${POSTGRES_PASSWORD:-sure_password}
 POSTGRES_DB: ${POSTGRES_DB:-sure_production}

x-rails-env: &rails_env
 <<: *db_env
 SECRET_KEY_BASE: ${SECRET_KEY_BASE:-a7523c3d0ae56415046ad8abae168d71074a79534a7062258f8d1d51ac2f76d3c3bc86d86b6b0b307df30d9a6a90a2066a3fa9e67c5e6f374dbd7dd4e0778e13}
 SELF_HOSTED: "true"
 RAILS_FORCE_SSL: "false"
 RAILS_ASSUME_SSL: "false"
 DB_HOST: db
 DB_PORT: 5432
 REDIS_URL: redis://redis:6379/1
 # NOTE: enabling OpenAI will incur costs when you use AI-related features in the app (chat, rules). Make sure you have set appropriate spend limits on your account before adding this.
# OPENAI_ACCESS_TOKEN: ${OPENAI_ACCESS_TOKEN}

services:
 web:
 image: ghcr.io/we-promise/sure:stable
 volumes:
 - ./app-storage:/rails/storage
 ports:
 - ${PORT:-3000}:3000
 # To also publish on IPv6 (dual-stack), uncomment the line below AND
 # set BINDING=:: in the environment block. See docs/hosting/docker.md
 # "Binding to IPv6" for details.
 # - "[::]:${PORT:-3000}:3000"
 restart: unless-stopped
 environment:
 <<: *rails_env
 # BINDING: "::" # Uncomment for IPv6 dual-stack inside the container
 depends_on:
 db:
 condition: service_healthy
 redis:
 condition: service_healthy
 dns:
 - 8.8.8.8
 - 1.1.1.1
 networks:
 - sure_net

 worker:
 image: ghcr.io/we-promise/sure:stable
 command: bundle exec sidekiq
 volumes:
 - ./app-storage:/rails/storage
 restart: unless-stopped
 depends_on:
 db:
 condition: service_healthy
 redis:
 condition: service_healthy
 dns:
 - 8.8.8.8
 - 1.1.1.1
 environment:
 <<: *rails_env
 networks:
 - sure_net

 db:
 image: postgres:16
 restart: unless-stopped
 volumes:
 - ./postgres-data:/var/lib/postgresql/data
 environment:
 <<: *db_env
 healthcheck:
 test: [ "CMD-SHELL", "pg_isready -U $$POSTGRES_USER -d $$POSTGRES_DB" ]
 interval: 5s
 timeout: 5s
 retries: 5
 networks:
 - sure_net

 backup:
 profiles:
 - backup
 image: prodrigestivill/postgres-backup-local
 restart: unless-stopped
 volumes:
 - ./backups:/backups # Change this path to your desired backup location on the host machine
 environment:
 - POSTGRES_HOST=db
 - POSTGRES_DB=${POSTGRES_DB:-sure_production}
 - POSTGRES_USER=${POSTGRES_USER:-sure_user}
 - POSTGRES_PASSWORD=${POSTGRES_PASSWORD:-sure_password} # pipelock:ignore
 - SCHEDULE=@daily # Runs once a day at midnight
 - BACKUP_KEEP_DAYS=7 # Keeps the last 7 days of backups
 - BACKUP_KEEP_WEEKS=4 # Keeps 4 weekly backups
 - BACKUP_KEEP_MONTHS=6 # Keeps 6 monthly backups
 depends_on:
 - db
 networks:
 - sure_net

 redis:
 image: redis:latest
 restart: unless-stopped
 volumes:
 - ./redis-data:/data
 healthcheck:
 test: [ "CMD", "redis-cli", "ping" ]
 interval: 5s
 timeout: 5s
 retries: 5
 networks:
 - sure_net

networks:
 sure_net:
 driver: bridge
 
 
 Then finally you can set your environment variables in the .env file, for the postgres and email details. Just make sure you create again a nice secret key with the command 
 openssl rand -hex 64 
 and then paste it into the .env file for the SECRET_KEY_BASE 
 
 .env 
 POSTGRES_USER=usernamedifficult
POSTGRES_PASSWORD=0394jgoipjeroigjoisdjgkljyourcode
POSTGRES_DB=sure_production
SECRET_KEY_BASE=a7523c3d0ae56415046ad8abae168d71074a79534a7062258f8d1d51ac2f76d3c3bc86d86b6b0b307df30d9a6a90a2066a3fa9e67c5e6f374dbd7dd4e0778e13
PORT=3000
SMTP_ADDRESS=smtp.example.com
SMTP_PORT=587
SMTP_DOMAIN=example.com
SMTP_USERNAME=your-username
SMTP_PASSWORD=your-password
SMTP_AUTHENTICATION=plain
SMTP_ENABLE_STARTTLS_AUTO=true 
 
 Note! Make sure that sure has the right writing permissions of 750 for the "sure" folder you are hosting everything in. Otherwise it cannot create a directory for your account. 
 Most likely you will get an error for because of sure not being able to write to the sure folder. In that case as noted above go into your folder and change the permissions and restart the sure stack.  
 Then you will be able to reach your sure instance at DOCKERVMIP:Port and create a user account. Now, as with any application you should give it a domain name public or not. If you don't know how to do this check the Reverse Proxy section.  
 Perfect! Now on the next pages we will discuss some basic settings and things you can do with it. However, just check the documentation for everything of course.