More rebranding changes (maybe-finance#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`

Author: jjmata

README.md

@@ -74,8 +74,8 @@ 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@sure.local`
-- Password: `password`
+- Email: `user@example.com`
+- Password: `Password1!`
 
 For further instructions, see guides below.
 

app/controllers/concerns/self_hostable.rb

@@ -23,7 +23,7 @@ def verify_self_host_config
       if controller_name == "pages" && action_name == "redis_configuration_error"
         # If Redis is now working, redirect to home
         if redis_connected?
-          redirect_to root_path, notice: "Redis is now configured properly! You can now setup your Maybe application."
+          redirect_to root_path, notice: "Redis is now configured properly! You can now setup your Sure application."
         end
 
         return

app/controllers/subscriptions_controller.rb

@@ -30,7 +30,7 @@ def new
   def create
     if Current.family.can_start_trial?
       Current.family.start_trial_subscription!
-      redirect_to root_path, notice: "Welcome to Maybe!"
+      redirect_to root_path, notice: "Welcome to Sure!"
     else
       redirect_to root_path, alert: "You have already started or completed a trial. Please upgrade to continue."
     end
@@ -51,7 +51,7 @@ def success
 
     if checkout_result.success?
       Current.family.start_subscription!(checkout_result.subscription_id)
-      redirect_to root_path, notice: "Welcome to Maybe!  Your subscription has been created."
+      redirect_to root_path, notice: "Welcome to Sure!  Your subscription has been created."
     else
       redirect_to root_path, alert: "Something went wrong processing your subscription. Please contact us to get this fixed."
     end

app/models/account.rb

@@ -80,7 +80,7 @@ def create_from_simplefin_account(simplefin_account, account_type, subtype = nil
       balance = simplefin_account.current_balance || simplefin_account.available_balance || 0
 
       # SimpleFin returns negative balances for credit cards (liabilities)
-      # But Maybe expects positive balances for liabilities
+      # But Sure expects positive balances for liabilities
       if account_type == "CreditCard" || account_type == "Loan"
         balance = balance.abs
       end

app/models/assistant/configurable.rb

@@ -26,7 +26,7 @@ def default_instructions(preferred_currency, preferred_date_format)
         <<~PROMPT
           ## Your identity
 
-          You are a friendly financial assistant for an open source personal finance application called "Maybe", which is short for "Maybe Finance".
+          You are a friendly financial assistant for an open source personal finance application called "Sure", which is short for "Sure Finances".
 
           ## Your purpose
 
@@ -52,7 +52,7 @@ def default_instructions(preferred_currency, preferred_date_format)
 
           #### User's preferred currency
 
-          Maybe is a multi-currency app where each user has a "preferred currency" setting.
+          Sure is a multi-currency app where each user has a "preferred currency" setting.
 
           When no currency is specified, use the user's preferred currency for formatting and displaying monetary values.
 

app/models/demo/generator.rb

@@ -38,7 +38,7 @@ def generate_empty_data!(skip_clear: false)
       end
 
       puts "👥 Creating empty family..."
-      create_family_and_users!("Demo Family", "user@sure.local", onboarded: true, subscribed: true)
+      create_family_and_users!("Demo Family", "user@example.com", onboarded: true, subscribed: true)
 
       puts "✅ Empty demo data loaded successfully!"
     end
@@ -53,14 +53,14 @@ def generate_new_user_data!(skip_clear: false)
       end
 
       puts "👥 Creating new user family..."
-      create_family_and_users!("Demo Family", "user@sure.local", onboarded: false, subscribed: false)
+      create_family_and_users!("Demo Family", "user@example.com", onboarded: false, subscribed: false)
 
       puts "✅ New user demo data loaded successfully!"
     end
   end
 
   # Generate comprehensive realistic demo data with multi-currency
-  def generate_default_data!(skip_clear: false, email: "user@sure.local")
+  def generate_default_data!(skip_clear: false, email: "user@example.com")
     if skip_clear
       puts "⏭️  Skipping data clearing (appending new family)..."
     else
@@ -133,20 +133,20 @@ def create_family_and_users!(family_name, email, onboarded:, subscribed:)
       # Admin user
       family.users.create!(
         email: email,
-        first_name: "Demo (admin)",
-        last_name: "Maybe",
+        first_name: "Jack",
+        last_name: "Bogle",
         role: "admin",
-        password: "password",
+        password: "Password1!",
         onboarded_at: onboarded ? Time.current : nil
       )
 
       # Member user
       family.users.create!(
         email: "partner_#{email}",
-        first_name: "Demo (member)",
-        last_name: "Maybe",
+        first_name: "Eve",
+        last_name: "Bogle",
         role: "member",
-        password: "password",
+        password: "Password1!",
         onboarded_at: onboarded ? Time.current : nil
       )
 

app/models/family_export.rb

@@ -13,7 +13,7 @@ class FamilyExport < ApplicationRecord
   scope :ordered, -> { order(created_at: :desc) }
 
   def filename
-    "maybe_export_#{created_at.strftime('%Y%m%d_%H%M%S')}.zip"
+    "sure_export_#{created_at.strftime('%Y%m%d_%H%M%S')}.zip"
   end
 
   def downloadable?

app/models/import/row.rb

@@ -37,12 +37,12 @@ def update_and_sync(params)
   end
 
   private
-    # In the Maybe system, positive quantities == "inflows"
+    # In the Sure system, positive quantities == "inflows"
     def apply_trade_signage_convention(value)
       value * (import.signage_convention == "inflows_positive" ? 1 : -1)
     end
 
-    # In the Maybe system, positive amounts == "outflows", so we must reverse signage
+    # In the Sure system, positive amounts == "outflows", so we must reverse signage
     def apply_transaction_signage_convention(value)
       if import.amount_type_strategy == "signed_amount"
         value * (import.signage_convention == "inflows_positive" ? -1 : 1)

app/models/mobile_device.rb

@@ -23,7 +23,7 @@ def create_oauth_application!
 
     app = Doorkeeper::Application.create!(
       name: "Mobile App - #{device_id}",
-      redirect_uri: "maybe://oauth/callback", # Custom scheme for mobile
+      redirect_uri: "sureapp://oauth/callback", # Custom scheme for mobile
       scopes: "read_write", # Use the configured scope
       confidential: false # Public client for mobile
     )

app/models/plaid_account/investments/balance_calculator.rb

@@ -24,7 +24,7 @@ def balance
 
   # Plaid considers "brokerage cash" and "cash equivalent holdings" to all be part of "cash balance"
   #
-  # Internally, we DO NOT.  Maybe clearly distinguishes between "brokerage cash" vs. "holdings (i.e. invested cash)"
+  # Internally, we DO NOT.  Sure clearly distinguishes between "brokerage cash" vs. "holdings (i.e. invested cash)"
   # For this reason, we must manually calculate the cash balance based on "total value" and "holdings value"
   # See PlaidAccount::Investments::SecurityResolver for more details.
   def cash_balance