Files
sure/app/views/onboardings/goals.html.erb
Juan José Mata 7c5ddd674d Make branding configurable (#173)
* Remove orphan function

* Add centralized branding helpers and update locales

* Remove _plus and add (proper) brand

* No longer Sure, configurable

* Consistency with compose file naming

* Missed `product_name` mapping

* Fix brand/product name in mailers

* Product name in email reset flow

* Fix i18n errors/tests

* Fix password mailer brand/product name (again)

* Missed hardcoded `Sure` in onboarding goals

Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
Signed-off-by: Juan José Mata <jjmata@jjmata.com>

* PR nitpick on documentation

* Missing interpolation key for invited UI

* Orphan assets

* New logos

---------

Signed-off-by: Juan José Mata <jjmata@jjmata.com>
Co-authored-by: coderabbitai[bot] <136622811+coderabbitai[bot]@users.noreply.github.com>
2025-10-22 19:14:03 +02:00

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<%= content_for :previous_path, preferences_onboarding_path %>
<%= content_for :header_nav do %>
<%= render "onboardings/onboarding_nav", user: @user %>
<% end %>
<%= content_for :cancel_action do %>
<%= render "onboardings/logout" %>
<% end %>
<%= content_for :footer do %>
<%= render "layouts/shared/footer" %>
<% end %>
<div class="grow max-w-lg w-full mx-auto bg-surface flex flex-col justify-center md:py-0 py-6 px-4 md:px-0">
<div>
<div class="space-y-1 mb-6 text-center">
<h1 class="text-2xl font-medium md:text-2xl">What brings you here?</h1>
<p class="text-secondary text-sm">Select one or more goals that you have with using <%= product_name %> as your personal finance tool.</p>
</div>
<%= form_with model: @user do |form| %>
<%= form.hidden_field :redirect_to, value: self_hosted? ? "home" : "trial" %>
<%= form.hidden_field :set_onboarding_goals_at, value: Time.current %>
<%= form.hidden_field :onboarded_at, value: Time.current %>
<div class="space-y-3">
<% [
{ icon: "layers", label: "See all my accounts in one place", value: "unified_accounts" },
{ icon: "banknote", label: "Understand cashflow and expenses", value: "cashflow" },
{ icon: "pie-chart", label: "Manage financial plans and budgeting", value: "budgeting" },
{ icon: "users", label: "Manage finances with a partner", value: "partner" },
{ icon: "area-chart", label: "Track investments", value: "investments" },
{ icon: "bot", label: "Let AI help me understand my finances", value: "ai_insights" },
{ icon: "settings-2", label: "Analyze and optimize accounts", value: "optimization" },
{ icon: "frown", label: "Reduce financial stress or anxiety", value: "reduce_stress" }
].each do |goal| %>
<label class="flex items-center gap-2.5 p-4 rounded-lg border border-tertiary cursor-pointer hover:bg-container transition-colors [&:has(input:checked)]:border-solid [&:has(input:checked)]:bg-container">
<%= form.check_box :goals, { multiple: true, class: "sr-only" }, goal[:value], nil %>
<%= icon goal[:icon] %>
<span class="text-primary text-sm"><%= goal[:label] %></span>
</label>
<% end %>
</div>
<div class="mt-6">
<%= render DS::Button.new(
text: "Next",
full_width: true
) %>
</div>
<% end %>
</div>
</div>