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Copy file name to clipboardExpand all lines: docs/power-user.md
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@@ -82,11 +82,12 @@ Avoid filling your Unraid cache drive by piping PDFs/receipts straight to object
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## 5. Free vs Paid External Data Providers
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Sure relies on upstream providers for currency exchange rates and stock logos.
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***Free (Default):**The template defaults both exchange-rate and securities data to `yahoo_finance`so a firstboot works without extra accounts.
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***Free (Default):**If you leave provider overrides blank, upstream Sure defaults to `yahoo_finance`for first-boot friendliness.
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***Paid API Keys (Optional):** If you prefer Twelve Data, add your API key and change **[API] Exchange Rate Provider** and **[API] Securities Provider** to `twelve_data`.
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***Logos:** Provide a **[API] Brandfetch Client ID** to automatically scrape high-res logos for your bank names and merchants.
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***High-res logos:** Set `BRAND_FETCH_HIGH_RES_LOGOS=true` if you want Sure to prefer larger Brandfetch logo assets where available.
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***Important override behavior:** If you set these provider and logo values in the Unraid template, upstream Sure treats them as env overrides and disables the matching controls in the self-hosting UI. In `sure-aio`, that is deliberate: the template is the power-user control plane.
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***Indexa token path:** If you use Indexa Capital and want a single global token fallback, set `INDEXA_API_TOKEN`.
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***Important override behavior:** Upstream only locks matching settings UI controls when the related env var is present. Leaving provider/logo env fields blank keeps the UI controls interactive.
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***Advanced provider tuning:** The template also exposes `TWELVE_DATA_URL`, `YAHOO_FINANCE_URL`, `YAHOO_FINANCE_MAX_RETRIES`, `YAHOO_FINANCE_RETRY_INTERVAL`, and `YAHOO_FINANCE_MIN_REQUEST_INTERVAL` if you need proxying or retry tuning.
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@@ -193,6 +194,10 @@ The template now exposes the main upstream runtime toggles that were previously
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2.**Pending transaction behavior**
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-`SIMPLEFIN_INCLUDE_PENDING`
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-`PLAID_INCLUDE_PENDING`
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-`LUNCHFLOW_INCLUDE_PENDING`
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-`SIMPLEFIN_DEBUG_RAW`
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-`LUNCHFLOW_DEBUG_RAW`
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-`SIMPLEFIN_CC_OVERPAYMENT_HEURISTIC`
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- Just like provider selection, these env overrides lock the matching Sync control in Sure's UI when set.
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3.**Plaid credentials**
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-`PLAID_CLIENT_ID`
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-`CHAT_PROVIDER` / `CHAT_MODEL`
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5.**Auth and onboarding behavior**
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-`REQUIRE_EMAIL_CONFIRMATION`
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-`REQUIRE_INVITE_CODE`
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-`AUTH_PROVIDERS_SOURCE`
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6.**Database and SSL edge cases**
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-`POSTGRES_DB`
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-`SSL_CERT_FILE`
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7.**Advanced outbound networking**
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-`SELF_HOSTING_ENABLED` (legacy alias; keep `SELF_HOSTED=true` as the main switch)
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