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,