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>

test/models/assistant/configurable_test.rb

@@ -0,0 +1,21 @@
+require "test_helper"
+
+class AssistantConfigurableTest < ActiveSupport::TestCase
+  test "returns dashboard configuration by default" do
+    chat = chats(:one)
+
+    config = Assistant.config_for(chat)
+
+    assert_not_empty config[:functions]
+    assert_includes config[:instructions], "You help users understand their financial data"
+  end
+
+  test "returns intro configuration without functions" do
+    chat = chats(:intro)
+
+    config = Assistant.config_for(chat)
+
+    assert_equal [], config[:functions]
+    assert_includes config[:instructions], "stage of life"
+  end
+end

test/models/invitation_test.rb

@@ -61,4 +61,27 @@ class InvitationTest < ActiveSupport::TestCase
 
     assert_not result
   end
+
+  test "accept_for applies guest role defaults" do
+    user = users(:family_member)
+    user.update!(
+      family_id: @family.id,
+      role: "member",
+      ui_layout: "dashboard",
+      show_sidebar: true,
+      show_ai_sidebar: true,
+      ai_enabled: false
+    )
+    invitation = @family.invitations.create!(email: user.email, role: "guest", inviter: @inviter)
+
+    result = invitation.accept_for(user)
+
+    assert result
+    user.reload
+    assert_equal "guest", user.role
+    assert user.ui_layout_intro?
+    assert_not user.show_sidebar?
+    assert_not user.show_ai_sidebar?
+    assert user.ai_enabled?
+  end
 end

test/models/user_test.rb

@@ -160,6 +160,47 @@ class UserTest < ActiveSupport::TestCase
     Setting.openai_access_token = previous
   end
 
+  test "intro layout collapses sidebars and enables ai" do
+    user = User.new(
+      family: families(:empty),
+      email: "intro-new@example.com",
+      password: "Password1!",
+      password_confirmation: "Password1!",
+      role: :guest,
+      ui_layout: :intro
+    )
+
+    assert user.save, user.errors.full_messages.to_sentence
+    assert user.ui_layout_intro?
+    assert_not user.show_sidebar?
+    assert_not user.show_ai_sidebar?
+    assert user.ai_enabled?
+  end
+
+  test "non-guest role cannot persist intro layout" do
+    user = User.new(
+      family: families(:empty),
+      email: "dashboard-only@example.com",
+      password: "Password1!",
+      password_confirmation: "Password1!",
+      role: :member,
+      ui_layout: :intro
+    )
+
+    assert user.save, user.errors.full_messages.to_sentence
+    assert user.ui_layout_dashboard?
+  end
+
+  test "upgrading guest role restores dashboard layout defaults" do
+    user = users(:intro_user)
+    user.update!(role: :member)
+    user.reload
+
+    assert user.ui_layout_dashboard?
+    assert user.show_sidebar?
+    assert user.show_ai_sidebar?
+  end
+
   test "update_dashboard_preferences handles concurrent updates atomically" do
     @user.update!(preferences: {})