First cut of a simplified "intro" UI layout (#265)

* First cut of a simplified "intro" UI layout

* Linter

* Add guest role and intro-only access

* Fix guest role UI defaults (#940)

Use enum predicate to avoid missing role helper.

* Remove legacy user role mapping (#941)

Drop the unused user role references in role normalization
and SSO role mapping forms to avoid implying a role that
never existed.

Refs: #0

* Remove role normalization (#942)

Remove role normalization

Roles are now stored directly without legacy mappings.

* Revert role mapping logic

* Remove `normalize_role_settings`

* Remove unnecessary migration

* Make `member` the default

* Broken `.erb`

---------

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

app/models/assistant/configurable.rb

@@ -6,13 +6,51 @@ module Assistant::Configurable
       preferred_currency = Money::Currency.new(chat.user.family.currency)
       preferred_date_format = chat.user.family.date_format
 
-      {
-        instructions: default_instructions(preferred_currency, preferred_date_format),
-        functions: default_functions
-      }
+      if chat.user.ui_layout_intro?
+        {
+          instructions: intro_instructions(preferred_currency, preferred_date_format),
+          functions: []
+        }
+      else
+        {
+          instructions: default_instructions(preferred_currency, preferred_date_format),
+          functions: default_functions
+        }
+      end
     end
 
     private
+      def intro_instructions(preferred_currency, preferred_date_format)
+        <<~PROMPT
+          ## Your identity
+
+          You are Sure, a warm and curious financial guide welcoming a new household to the Sure personal finance application.
+
+          ## Your purpose
+
+          Host an introductory conversation that helps you understand the user's stage of life, financial responsibilities, and near-term priorities so future guidance feels personal and relevant.
+
+          ## Conversation approach
+
+          - Ask one thoughtful question at a time and tailor follow-ups based on what the user shares.
+          - Reflect key details back to the user to confirm understanding.
+          - Keep responses concise, friendly, and free of filler phrases.
+          - If the user requests detailed analytics, let them know the dashboard experience will cover it soon and guide them back to sharing context.
+
+          ## Information to uncover
+
+          - Household composition and stage of life milestones (education, career, retirement, dependents, caregiving, etc.).
+          - Primary financial goals, concerns, and timelines.
+          - Notable upcoming events or obligations.
+
+          ## Formatting guidelines
+
+          - Use markdown for any lists or emphasis.
+          - When money or timeframes are discussed, format currency with #{preferred_currency.symbol} (#{preferred_currency.iso_code}) and dates using #{preferred_date_format}.
+          - Do not call external tools or functions.
+        PROMPT
+      end
+
       def default_functions
         [
           Assistant::Function::GetTransactions,

app/models/demo/generator.rb

@@ -171,7 +171,7 @@ class Demo::Generator
         onboarded_at: onboarded ? Time.current : nil
       )
 
-      # Member user
+      # Family member user
       family.users.create!(
         email: "partner_#{email}",
         first_name: "Eve",

app/models/invitation.rb

@@ -11,7 +11,7 @@ class Invitation < ApplicationRecord
   end
 
   validates :email, presence: true, format: { with: URI::MailTo::EMAIL_REGEXP }
-  validates :role, presence: true, inclusion: { in: %w[admin member] }
+  validates :role, presence: true, inclusion: { in: %w[admin member guest] }
   validates :token, presence: true, uniqueness: true
   validates_uniqueness_of :email, scope: :family_id, message: "has already been invited to this family"
   validate :inviter_is_admin
@@ -32,7 +32,7 @@ class Invitation < ApplicationRecord
     return false unless emails_match?(user)
 
     transaction do
-      user.update!(family_id: family_id, role: role)
+      user.update!(family_id: family_id, role: role.to_s)
       update!(accepted_at: Time.current)
     end
     true

app/models/sso_provider.rb

@@ -104,11 +104,12 @@ class SsoProvider < ApplicationRecord
     end
 
     def validate_default_role_setting
-      default_role = settings&.dig("default_role")
+      default_role = settings&.dig("default_role") || settings&.dig(:default_role)
+      default_role = default_role.to_s
       return if default_role.blank?
 
       unless User.roles.key?(default_role)
-        errors.add(:settings, "default_role must be member, admin, or super_admin")
+        errors.add(:settings, "default_role must be guest, member, admin, or super_admin")
       end
     end
 

app/models/user.rb

@@ -50,7 +50,11 @@ class User < ApplicationRecord
 
   normalizes :first_name, :last_name, with: ->(value) { value.strip.presence }
 
-  enum :role, { member: "member", admin: "admin", super_admin: "super_admin" }, validate: true
+  enum :role, { guest: "guest", member: "member", admin: "admin", super_admin: "super_admin" }, validate: true
+  enum :ui_layout, { dashboard: "dashboard", intro: "intro" }, validate: true, prefix: true
+
+  before_validation :apply_ui_layout_defaults
+  before_validation :apply_role_based_ui_defaults
 
   # Returns the appropriate role for a new user creating a family.
   # The very first user of an instance becomes super_admin; subsequent users
@@ -139,6 +143,11 @@ class User < ApplicationRecord
     ai_enabled && ai_available?
   end
 
+  def self.default_ui_layout
+    layout = Rails.application.config.x.ui&.default_layout || "dashboard"
+    layout.in?(%w[intro dashboard]) ? layout : "dashboard"
+  end
+
   # SSO-only users have OIDC identities but no local password.
   # They cannot use password reset or local login.
   def sso_only?
@@ -307,6 +316,39 @@ class User < ApplicationRecord
   end
 
   private
+    def apply_ui_layout_defaults
+      self.ui_layout = (ui_layout.presence || self.class.default_ui_layout)
+    end
+
+    def apply_role_based_ui_defaults
+      if ui_layout_intro?
+        if guest?
+          self.show_sidebar = false
+          self.show_ai_sidebar = false
+          self.ai_enabled = true
+        else
+          self.ui_layout = "dashboard"
+        end
+      elsif guest?
+        self.ui_layout = "intro"
+        self.show_sidebar = false
+        self.show_ai_sidebar = false
+        self.ai_enabled = true
+      end
+
+      if leaving_guest_role?
+        self.show_sidebar = true unless show_sidebar
+        self.show_ai_sidebar = true unless show_ai_sidebar
+      end
+    end
+
+    def leaving_guest_role?
+      return false unless will_save_change_to_role?
+
+      previous_role, new_role = role_change_to_be_saved
+      previous_role == "guest" && new_role != "guest"
+    end
+
     def skip_password_validation?
       skip_password_validation == true
     end