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>
2026-04-25 17:15:07 +02:00 · 2026-02-09 11:09:25 +01:00
parent ba442d5f26
commit 705b5a8b26
33 changed files with 556 additions and 138 deletions
--- a/app/controllers/pages_controller.rb
+++ b/app/controllers/pages_controller.rb
@@ -2,8 +2,13 @@ class PagesController < ApplicationController
  include Periodable

  skip_authentication only: %i[redis_configuration_error privacy terms]
+  before_action :ensure_intro_guest!, only: :intro

  def dashboard
+    if Current.user&.ui_layout_intro?
+      redirect_to chats_path and return
+    end
+
    @balance_sheet = Current.family.balance_sheet
    @investment_statement = Current.family.investment_statement
    @accounts = Current.family.accounts.visible.with_attached_logo
@@ -22,6 +27,10 @@ class PagesController < ApplicationController
    @breadcrumbs = [ [ "Home", root_path ], [ "Dashboard", nil ] ]
  end

+  def intro
+    @breadcrumbs = [ [ "Home", chats_path ], [ "Intro", nil ] ]
+  end
+
  def update_preferences
    if Current.user.update_dashboard_preferences(preferences_params)
      head :ok
@@ -268,4 +277,10 @@ class PagesController < ApplicationController
        end
      end
    end
+
+    def ensure_intro_guest!
+      return if Current.user&.guest?
+
+      redirect_to root_path, alert: t("pages.intro.not_authorized", default: "Intro is only available to guest users.")
+    end
 end
--- a/app/controllers/settings/profiles_controller.rb
+++ b/app/controllers/settings/profiles_controller.rb
@@ -1,5 +1,5 @@
 class Settings::ProfilesController < ApplicationController
-  layout "settings"
+  layout :layout_for_settings_profile

  def show
    @user = Current.user
@@ -36,4 +36,10 @@ class Settings::ProfilesController < ApplicationController

    redirect_to settings_profile_path
  end
+
+  private
+
+    def layout_for_settings_profile
+      Current.user&.ui_layout_intro? ? "application" : "settings"
+    end
 end
--- a/app/models/assistant/configurable.rb
+++ b/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,
--- a/app/models/demo/generator.rb
+++ b/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",
--- a/app/models/invitation.rb
+++ b/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
--- a/app/models/sso_provider.rb
+++ b/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

--- a/app/models/user.rb
+++ b/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
--- a/app/views/admin/sso_providers/_form.html.erb
+++ b/app/views/admin/sso_providers/_form.html.erb
@@ -192,10 +192,11 @@

    <%= form.select "settings[default_role]",
        options_for_select([
+          [t("admin.sso_providers.form.role_guest", default: "Guest"), "guest"],
          [t("admin.sso_providers.form.role_member"), "member"],
          [t("admin.sso_providers.form.role_admin"), "admin"],
          [t("admin.sso_providers.form.role_super_admin"), "super_admin"]
-        ], sso_provider.settings&.dig("default_role") || "member"),
+        ], sso_provider.settings&.dig("default_role").to_s.presence || "member"),
        { label: t("admin.sso_providers.form.default_role_label"), include_blank: false } %>
    <p class="text-xs text-secondary -mt-2"><%= t("admin.sso_providers.form.default_role_help") %></p>

@@ -231,6 +232,15 @@
                 placeholder="* (all groups)"
                 autocomplete="off">
        </div>
+
+        <div>
+          <label class="block text-sm font-medium text-primary mb-1"><%= t("admin.sso_providers.form.guest_groups", default: "Guest Groups") %></label>
+          <input type="text" name="sso_provider[settings][role_mapping][guest]"
+                 value="<%= Array(sso_provider.settings&.dig("role_mapping", "guest").presence || sso_provider.settings&.dig("role_mapping", "intro")).join(", ") %>"
+                 class="w-full px-3 py-2 border border-primary rounded-lg text-sm"
+                 placeholder="Early-Access-Guests"
+                 autocomplete="off">
+        </div>
      </div>
    </details>
  </div>
--- a/app/views/admin/users/index.html.erb
+++ b/app/views/admin/users/index.html.erb
@@ -20,13 +20,14 @@
            <% if user.id == Current.user.id %>
              <span class="text-sm text-secondary"><%= t(".you") %></span>
              <span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-surface text-primary">
-                <%= t(".roles.#{user.role}") %>
+                <%= t(".roles.#{user.role}", default: user.role.humanize) %>
              </span>
            <% else %>
              <%= form_with model: [:admin, user], method: :patch, class: "flex items-center gap-2" do |form| %>
                <%= form.select :role,
                    options_for_select([
-                      [t(".roles.member"), "member"],
+                      [t(".roles.guest"), "guest"],
+                      [t(".roles.member", default: "Member"), "member"],
                      [t(".roles.admin"), "admin"],
                      [t(".roles.super_admin"), "super_admin"]
                    ], user.role),
@@ -52,9 +53,15 @@
    <div class="space-y-3 text-sm">
      <div class="flex items-start gap-3">
        <span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-surface text-primary shrink-0">
-          <%= t(".roles.member") %>
+          <%= t(".roles.guest") %>
        </span>
-        <p class="text-secondary"><%= t(".role_descriptions.member") %></p>
+        <p class="text-secondary"><%= t(".role_descriptions.guest") %></p>
+      </div>
+      <div class="flex items-start gap-3">
+        <span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-surface text-primary shrink-0">
+          <%= t(".roles.member", default: "Member") %>
+        </span>
+        <p class="text-secondary"><%= t(".role_descriptions.member", default: "Basic user access. Can manage their own accounts, transactions, and settings.") %></p>
      </div>
      <div class="flex items-start gap-3">
        <span class="inline-flex items-center px-2 py-0.5 rounded text-xs font-medium bg-surface text-primary shrink-0">
--- a/app/views/invitations/accept_choice.html.erb
+++ b/app/views/invitations/accept_choice.html.erb
@@ -6,7 +6,7 @@
  <p class="text-secondary">
    <%= t(".message",
          inviter: @invitation.inviter.display_name,
-          role: t("invitations.new.role_#{@invitation.role}")) %>
+          role: t("invitations.new.role_#{@invitation.role}", default: @invitation.role.to_s.humanize)) %>
  </p>
 </div>

--- a/app/views/invitations/new.html.erb
+++ b/app/views/invitations/new.html.erb
@@ -11,6 +11,7 @@
      <%= form.select :role,
        options_for_select([
          [t(".role_member"), "member"],
+          [t(".role_guest", default: "Guest"), "guest"],
          [t(".role_admin"), "admin"]
        ]),
        {},
--- a/app/views/layouts/application.html.erb
+++ b/app/views/layouts/application.html.erb
@@ -1,10 +1,18 @@
-<% mobile_nav_items = [
-  { name: t(".nav.home"), path: root_path, icon: "pie-chart", icon_custom: false, active: page_active?(root_path) },
-  { name: t(".nav.transactions"), path: transactions_path, icon: "credit-card", icon_custom: false, active: page_active?(transactions_path) },
-  { name: t(".nav.reports"), path: reports_path, icon: "chart-bar", icon_custom: false, active: page_active?(reports_path) },
-  { name: t(".nav.budgets"), path: budgets_path, icon: "map", icon_custom: false, active: page_active?(budgets_path) },
-  { name: t(".nav.assistant"), path: chats_path, icon: "icon-assistant", icon_custom: true, active: page_active?(chats_path), mobile_only: true }
-] %>
+<% intro_mode = Current.user&.ui_layout_intro? %>
+<% home_path = intro_mode ? chats_path : root_path %>
+<% mobile_nav_items = if intro_mode
+  [
+    { name: "Home", path: chats_path, icon: "home", icon_custom: false, active: page_active?(chats_path) },
+    { name: "Intro", path: intro_path, icon: "sparkles", icon_custom: false, active: page_active?(intro_path) }
+  ]
+else
+  [
+    { name: "Home", path: root_path, icon: "pie-chart", icon_custom: false, active: page_active?(root_path) },
+    { name: "Transactions", path: transactions_path, icon: "credit-card", icon_custom: false, active: page_active?(transactions_path) },
+    { name: "Budgets", path: budgets_path, icon: "map", icon_custom: false, active: page_active?(budgets_path) },
+    { name: "Assistant", path: chats_path, icon: "icon-assistant", icon_custom: true, active: page_active?(chats_path), mobile_only: true }
+  ]
+end %>

 <% desktop_nav_items = mobile_nav_items.reject { |item| item[:mobile_only] } %>
 <% expanded_sidebar_class = "w-full" %>
@@ -20,9 +28,11 @@
    <div
      class="hidden fixed inset-0 bg-surface z-20 h-full w-full pt-[calc(env(safe-area-inset-top)+0.75rem)] pr-3 pb-[calc(env(safe-area-inset-bottom)+0.75rem)] pl-3 overflow-y-auto transition-all duration-300"
      data-app-layout-target="mobileSidebar">
-      <div class="mb-2">
-        <%= icon("x", as_button: true, data: { action: "app-layout#closeMobileSidebar" }) %>
-      </div>
+      <% unless intro_mode %>
+        <div class="mb-2">
+          <%= icon("x", as_button: true, data: { action: "app-layout#closeMobileSidebar" }) %>
+        </div>
+      <% end %>

      <%= render(
        "accounts/account_sidebar_tabs",
@@ -34,20 +44,23 @@

    <%# MOBILE - Top nav %>
    <nav class="lg:hidden flex justify-between items-center p-3">
-      <%= icon("panel-left", as_button: true, data: { action: "app-layout#openMobileSidebar"}) %>
+      <% if intro_mode %>
+      <% else %>
+        <%= icon("panel-left", as_button: true, data: { action: "app-layout#openMobileSidebar"}) %>
+      <% end %>

-      <%= link_to root_path, class: "block" do %>
+      <%= link_to home_path, class: "block" do %>
        <%= image_tag "logomark-color.svg", class: "w-9 h-9 mx-auto" %>
      <% end %>

-      <%= render "users/user_menu", user: Current.user, placement: "bottom-end", offset: 12 %>
+      <%= render "users/user_menu", user: Current.user, placement: "bottom-end", offset: 12, intro_mode: intro_mode %>
    </nav>

    <%# DESKTOP - Left navbar %>
    <div class="hidden lg:block">
      <nav class="h-full flex flex-col shrink-0 w-[84px] py-4 mr-3">
        <div class="pl-2 mb-3">
-          <%= link_to root_path, class: "block" do %>
+          <%= link_to home_path, class: "block" do %>
            <%= image_tag "logomark-color.svg", class: "w-9 h-9 mx-auto" %>
          <% end %>
        </div>
@@ -68,7 +81,7 @@
            target: "_blank"
          ) %>

-          <%= render "users/user_menu", user: Current.user %>
+          <%= render "users/user_menu", user: Current.user, intro_mode: intro_mode %>
        </div>
      </nav>
    </div>
@@ -113,18 +126,20 @@

    <%# SHARED - Main content %>
    <%= tag.main class: class_names("grow overflow-y-auto px-3 lg:px-10 py-4 w-full mx-auto max-w-5xl"), data: { app_layout_target: "content" } do %>
-      <div class="hidden lg:flex gap-2 items-center justify-between mb-6">
-        <div class="flex items-center gap-2">
-          <%= icon("panel-left", as_button: true, data: { action: "app-layout#toggleLeftSidebar" }) %>
+      <% unless intro_mode %>
+        <div class="hidden lg:flex gap-2 items-center justify-between mb-6">
+          <div class="flex items-center gap-2">
+            <%= icon("panel-left", as_button: true, data: { action: "app-layout#toggleLeftSidebar" }) %>

-          <% if content_for?(:breadcrumbs) %>
-            <%= yield :breadcrumbs %>
-          <% else %>
-            <%= render "layouts/shared/breadcrumbs", breadcrumbs: @breadcrumbs %>
-          <% end %>
+            <% if content_for?(:breadcrumbs) %>
+              <%= yield :breadcrumbs %>
+            <% else %>
+              <%= render "layouts/shared/breadcrumbs", breadcrumbs: @breadcrumbs %>
+            <% end %>
+          </div>
+          <%= icon("panel-right", as_button: true, data: { action: "app-layout#toggleRightSidebar" }) %>
        </div>
-        <%= icon("panel-right", as_button: true, data: { action: "app-layout#toggleRightSidebar" }) %>
-      </div>
+      <% end %>

      <% if content_for?(:page_header) %>
        <%= yield :page_header %>
--- a/app/views/pages/intro.html.erb
+++ b/app/views/pages/intro.html.erb
@@ -0,0 +1,21 @@
+<% content_for :page_header do %>
+  <div class="space-y-2">
+    <h1 class="text-2xl font-semibold text-primary">Welcome!</h1>
+    <br/>
+  </div>
+<% end %>
+
+<div class="mx-auto max-w-3xl">
+  <div class="bg-container shadow-border-xs rounded-2xl p-8 text-center space-y-4">
+    <div class="flex justify-center">
+      <%= image_tag "logomark-color.svg", class: "w-16 h-16" %>
+    </div>
+    <h2 class="text-xl font-semibold text-primary">Intro experience coming soon</h2>
+    <p class="text-secondary">
+      We're building a richer onboarding journey to learn about your goals, milestones, and day-to-day needs. For now, head over to the chat sidebar to start a conversation with Sure and let us know where you are in your financial journey.
+    </p>
+    <div>
+      <%= link_to "Start chatting", chats_path, class: "inline-flex items-center gap-2 px-4 py-2 rounded-lg bg-primary text-white font-medium" %>
+    </div>
+  </div>
+</div>
--- a/app/views/registrations/new.html.erb
+++ b/app/views/registrations/new.html.erb
@@ -12,7 +12,7 @@
    <p class="text-secondary">
      <%= t(".invitation_message",
            inviter: @invitation.inviter.display_name,
-            role: t(".role_#{@invitation.role}")) %>
+            role: t(".role_#{@invitation.role}", default: @invitation.role.to_s.humanize.downcase)) %>
    </p>
  </div>
 <% end %>
--- a/app/views/settings/profiles/show.html.erb
+++ b/app/views/settings/profiles/show.html.erb
@@ -25,101 +25,103 @@
  <% end %>
 <% end %>

-<%= settings_section title: t(".household_title"), subtitle: t(".household_subtitle") do %>
-  <div class="space-y-4">
-    <%= styled_form_with model: Current.user, class: "space-y-4", data: { controller: "auto-submit-form" } do |form| %>
-      <%= form.fields_for :family do |family_fields| %>
-        <%= family_fields.text_field :name,
-              placeholder: t(".household_form_input_placeholder"),
-              label: t(".household_form_label"),
-              disabled: !Current.user.admin?,
-              "data-auto-submit-form-target": "auto" %>
+<% unless Current.user.ui_layout_intro? %>
+  <%= settings_section title: t(".household_title"), subtitle: t(".household_subtitle") do %>
+    <div class="space-y-4">
+      <%= styled_form_with model: Current.user, class: "space-y-4", data: { controller: "auto-submit-form" } do |form| %>
+        <%= form.fields_for :family do |family_fields| %>
+          <%= family_fields.text_field :name,
+                placeholder: t(".household_form_input_placeholder"),
+                label: t(".household_form_label"),
+                disabled: !Current.user.admin?,
+                "data-auto-submit-form-target": "auto" %>
+        <% end %>
      <% end %>
-    <% end %>
-    <div class="bg-container-inset rounded-xl p-1">
-      <div class="px-4 py-2">
-        <p class="uppercase text-xs text-secondary font-medium"><%= Current.family.name %> &middot; <%= Current.family.users.size %></p>
-      </div>
-      <% @users.each do |user| %>
-        <div class="flex gap-2 mt-2 items-center bg-container p-4 shadow-border-xs rounded-lg">
-          <div class="w-9 h-9 shrink-0">
-            <%= render "settings/user_avatar", avatar_url: user.profile_image&.variant(:small)&.url, initials: user.initials %>
-          </div>
-          <p class="text-primary font-medium text-sm"><%= user.display_name %></p>
-          <div class="rounded-md bg-surface px-1.5 py-0.5">
-            <p class="uppercase text-secondary font-medium text-xs"><%= user.role %></p>
-          </div>
-          <% if Current.user.admin? && user != Current.user %>
-            <div class="ml-auto">
-              <%= render DS::Button.new(
-                variant: "icon",
-                icon: "x",
-                href: settings_profile_path(user_id: user),
-                method: :delete,
-                confirm: CustomConfirm.for_resource_deletion(user.display_name, high_severity: true)
-              ) %>
-            </div>
-          <% end %>
+      <div class="bg-container-inset rounded-xl p-1">
+        <div class="px-4 py-2">
+          <p class="uppercase text-xs text-secondary font-medium"><%= Current.family.name %> &middot; <%= Current.family.users.size %></p>
        </div>
-      <% end %>
-      <% if @pending_invitations.any? %>
-        <% @pending_invitations.each do |invitation| %>
-          <div class="flex gap-2 items-center justify-between bg-container p-4 border border-alpha-black-25 rounded-lg">
-            <div class="flex gap-2 items-center">
-              <div class="w-9 h-9 shrink-0">
-                <div class="fg-inverse w-full h-full bg-surface-inset rounded-full flex items-center justify-center text-lg uppercase"><%= invitation.email[0] %></div>
-              </div>
-              <div class="flex">
-                <p class="text-primary font-medium text-sm"><%= invitation.email %></p>
-                <div class="rounded-md bg-surface px-1.5 py-0.5">
-                  <p class="uppercase text-secondary font-medium text-xs"><%= t(".pending") %></p>
-                </div>
-              </div>
+        <% @users.each do |user| %>
+          <div class="flex gap-2 mt-2 items-center bg-container p-4 shadow-border-xs rounded-lg">
+            <div class="w-9 h-9 shrink-0">
+              <%= render "settings/user_avatar", avatar_url: user.profile_image&.variant(:small)&.url, initials: user.initials %>
            </div>
-            <div class="flex items-center gap-4">
-              <% if self_hosted? %>
-                <div class="flex items-center gap-2" data-controller="clipboard">
-                  <p class="text-secondary text-sm"><%= t(".invitation_link") %></p>
-                  <span data-clipboard-target="source" class="hidden"><%= accept_invitation_url(invitation.token) %></span>
-                  <input type="text"
-                             readonly
-                             autocomplete="off"
-                             value="<%= accept_invitation_url(invitation.token) %>"
-                             class="text-sm bg-gray-50 px-2 py-1 rounded border border-secondary w-72">
-                  <button data-action="clipboard#copy" class="text-secondary hover:text-gray-700">
-                    <span data-clipboard-target="iconDefault">
-                      <%= icon "copy" %>
-                    </span>
-                    <span class="hidden" data-clipboard-target="iconSuccess">
-                      <%= icon "check" %>
-                    </span>
-                  </button>
-                </div>
-              <% end %>
-
-              <% if Current.user.admin? %>
+            <p class="text-primary font-medium text-sm"><%= user.display_name %></p>
+            <div class="rounded-md bg-surface px-1.5 py-0.5">
+              <p class="uppercase text-secondary font-medium text-xs"><%= user.role %></p>
+            </div>
+            <% if Current.user.admin? && user != Current.user %>
+              <div class="ml-auto">
                <%= render DS::Button.new(
                  variant: "icon",
                  icon: "x",
-                  href: invitation_path(invitation),
+                  href: settings_profile_path(user_id: user),
                  method: :delete,
-                  confirm: CustomConfirm.for_resource_deletion(invitation.email, high_severity: true)
+                  confirm: CustomConfirm.for_resource_deletion(user.display_name, high_severity: true)
                ) %>
-              <% end %>
-            </div>
+              </div>
+            <% end %>
          </div>
        <% end %>
-      <% end %>
-      <% if Current.user.admin? %>
-        <%= link_to new_invitation_path,
-                class: "bg-container-inset flex items-center justify-center gap-2 text-secondary mt-1 hover:bg-container-inset-hover rounded-lg px-4 py-2 w-full text-center",
-                data: { turbo_frame: :modal } do %>
-          <%= icon("plus") %>
-          <%= t(".invite_member") %>
+        <% if @pending_invitations.any? %>
+          <% @pending_invitations.each do |invitation| %>
+            <div class="flex gap-2 items-center justify-between bg-container p-4 border border-alpha-black-25 rounded-lg">
+              <div class="flex gap-2 items-center">
+                <div class="w-9 h-9 shrink-0">
+                  <div class="fg-inverse w-full h-full bg-surface-inset rounded-full flex items-center justify-center text-lg uppercase"><%= invitation.email[0] %></div>
+                </div>
+                <div class="flex">
+                  <p class="text-primary font-medium text-sm"><%= invitation.email %></p>
+                  <div class="rounded-md bg-surface px-1.5 py-0.5">
+                    <p class="uppercase text-secondary font-medium text-xs"><%= t(".pending") %></p>
+                  </div>
+                </div>
+              </div>
+              <div class="flex items-center gap-4">
+                <% if self_hosted? %>
+                  <div class="flex items-center gap-2" data-controller="clipboard">
+                    <p class="text-secondary text-sm"><%= t(".invitation_link") %></p>
+                    <span data-clipboard-target="source" class="hidden"><%= accept_invitation_url(invitation.token) %></span>
+                    <input type="text"
+                               readonly
+                               autocomplete="off"
+                               value="<%= accept_invitation_url(invitation.token) %>"
+                               class="text-sm bg-gray-50 px-2 py-1 rounded border border-secondary w-72">
+                    <button data-action="clipboard#copy" class="text-secondary hover:text-gray-700">
+                      <span data-clipboard-target="iconDefault">
+                        <%= icon "copy" %>
+                      </span>
+                      <span class="hidden" data-clipboard-target="iconSuccess">
+                        <%= icon "check" %>
+                      </span>
+                    </button>
+                  </div>
+                <% end %>
+
+                <% if Current.user.admin? %>
+                  <%= render DS::Button.new(
+                    variant: "icon",
+                    icon: "x",
+                    href: invitation_path(invitation),
+                    method: :delete,
+                    confirm: CustomConfirm.for_resource_deletion(invitation.email, high_severity: true)
+                  ) %>
+                <% end %>
+              </div>
+            </div>
+          <% end %>
        <% end %>
-      <% end %>
+        <% if Current.user.admin? %>
+          <%= link_to new_invitation_path,
+                  class: "bg-container-inset flex items-center justify-center gap-2 text-secondary mt-1 hover:bg-container-inset-hover rounded-lg px-4 py-2 w-full text-center",
+                  data: { turbo_frame: :modal } do %>
+            <%= icon("plus") %>
+            <%= t(".invite_member") %>
+          <% end %>
+        <% end %>
+      </div>
    </div>
-  </div>
+  <% end %>
 <% end %>

 <%= settings_section title: t(".danger_zone_title") do %>
--- a/app/views/users/_user_menu.html.erb
+++ b/app/views/users/_user_menu.html.erb
@@ -1,7 +1,20 @@
-<%# locals: (user:, placement: "right-start", offset: 16) %>
+<%# locals: (user:, placement: "right-start", offset: 16, intro_mode: false) %>
+
+<% intro_mode = local_assigns.fetch(:intro_mode, false) %>

 <div data-testid="user-menu">
-  <%= render DS::Menu.new(variant: "avatar", avatar_url: user.profile_image&.variant(:small)&.url, initials: user.initials, placement: placement, offset: offset) do |menu| %>
+  <%= render DS::Menu.new(
+        variant: "avatar",
+        avatar_url: user.profile_image&.variant(:small)&.url,
+        initials: user.initials,
+        placement: placement,
+        offset: offset
+      ) do |menu| %>
+    <% if intro_mode %>
+      <% menu.with_button do %>
+        <%= render DS::Button.new(variant: "icon", icon: "settings", data: { DS__menu_target: "button" }) %>
+      <% end %>
+    <% end %>
    <%= menu.with_header do %>
      <div class="px-4 py-3 flex items-center gap-3">
        <div class="w-9 h-9 shrink-0">
@@ -30,10 +43,15 @@
      <% end %>
    <% end %>

-    <% menu.with_item(variant: "link", text: "Settings", icon: "settings", href: accounts_path(return_to: request.fullpath)) %>
+    <% menu.with_item(
+      variant: "link",
+      text: "Settings",
+      icon: "settings",
+      href: intro_mode ? settings_profile_path : accounts_path(return_to: request.fullpath)
+    ) %>
    <% menu.with_item(variant: "link", text: "Changelog", icon: "box", href: changelog_path) %>

-    <% if self_hosted? %>
+    <% if self_hosted? && !intro_mode %>
      <% menu.with_item(variant: "link", text: "Feedback", icon: "megaphone", href: feedback_path) %>
    <% end %>
    <% menu.with_item(variant: "link", text: "Contact", icon: "message-square-more", href: "https://discord.gg/36ZGBsxYEK") %>
--- a/config/application.rb
+++ b/config/application.rb
@@ -42,6 +42,9 @@ module Sure
    # Enable Rack::Attack middleware for API rate limiting
    config.middleware.use Rack::Attack

+    config.x.ui = ActiveSupport::OrderedOptions.new
+    default_layout = ENV.fetch("DEFAULT_UI_LAYOUT", "dashboard")
+    config.x.ui.default_layout = default_layout.in?(%w[dashboard intro]) ? default_layout : "dashboard"
    # Handle OmniAuth/OIDC errors gracefully (must be before OmniAuth middleware)
    require_relative "../app/middleware/omniauth_error_handler"
    config.middleware.use OmniauthErrorHandler
--- a/config/locales/views/admin/sso_providers/en.yml
+++ b/config/locales/views/admin/sso_providers/en.yml
@@ -76,6 +76,7 @@ en:
        provisioning_title: "User Provisioning"
        default_role_label: "Default Role for New Users"
        default_role_help: "Role assigned to users created via just-in-time (JIT) SSO account provisioning. Defaults to Member."
+        role_guest: "Guest"
        role_member: "Member"
        role_admin: "Admin"
        role_super_admin: "Super Admin"
@@ -83,6 +84,7 @@ en:
        role_mapping_help: "Map IdP groups/claims to application roles. Users are assigned the highest matching role. Leave blank to use the default role above."
        super_admin_groups: "Super Admin Groups"
        admin_groups: "Admin Groups"
+        guest_groups: "Guest Groups"
        member_groups: "Member Groups"
        groups_help: "Comma-separated list of IdP group names. Use * to match all groups."
        advanced_title: "Advanced OIDC Settings"
--- a/config/locales/views/admin/users/en.yml
+++ b/config/locales/views/admin/users/en.yml
@@ -10,10 +10,12 @@ en:
        no_users: "No users found."
        role_descriptions_title: "Role Descriptions"
        roles:
+          guest: "Guest"
          member: "Member"
          admin: "Admin"
          super_admin: "Super Admin"
        role_descriptions:
+          guest: "Assistant-first experience with intentionally restricted permissions for intro workflows."
          member: "Basic user access. Can manage their own accounts, transactions, and settings."
          admin: "Family administrator. Can access advanced settings like API keys, imports, and AI prompts."
          super_admin: "Instance administrator. Can manage SSO providers, user roles, and impersonate users for support."
--- a/config/locales/views/invitations/en.yml
+++ b/config/locales/views/invitations/en.yml
@@ -19,6 +19,7 @@ en:
      email_label: Email Address
      email_placeholder: Enter email address
      role_admin: Administrator
+      role_guest: Guest
      role_label: Role
      role_member: Member
      submit: Send Invitation
--- a/config/locales/views/registrations/en.yml
+++ b/config/locales/views/registrations/en.yml
@@ -17,6 +17,7 @@ en:
      invitation_message: "%{inviter} has invited you to join as a %{role}"
      join_family_title: Join %{family}
      role_admin: administrator
+      role_guest: guest
      role_member: member
      submit: Create account
      title: Create your account
--- a/config/routes.rb
+++ b/config/routes.rb
@@ -482,6 +482,7 @@ Rails.application.routes.draw do
  terms_url = ENV["LEGAL_TERMS_URL"].presence
  get "privacy", to: privacy_url ? redirect(privacy_url) : "pages#privacy"
  get "terms", to: terms_url ? redirect(terms_url) : "pages#terms"
+  get "intro", to: "pages#intro"

  # Admin namespace for super admin functionality
  namespace :admin do
--- a/db/migrate/20251030140000_add_ui_layout_to_users.rb
+++ b/db/migrate/20251030140000_add_ui_layout_to_users.rb
@@ -0,0 +1,16 @@
+class AddUiLayoutToUsers < ActiveRecord::Migration[7.2]
+  class MigrationUser < ApplicationRecord
+    self.table_name = "users"
+  end
+
+  def up
+    add_column :users, :ui_layout, :string, if_not_exists: true
+
+    MigrationUser.reset_column_information
+    MigrationUser.where(ui_layout: [ nil, "" ]).update_all(ui_layout: "dashboard")
+  end
+
+  def down
+    remove_column :users, :ui_layout
+  end
+end
--- a/db/schema.rb
+++ b/db/schema.rb
@@ -10,7 +10,7 @@
 #
 # It's strongly recommended that you check this file into your version control system.

-ActiveRecord::Schema[7.2].define(version: 2026_02_07_231945) do
+ActiveRecord::Schema[7.2].define(version: 2026_02_08_110000) do
  # These are extensions that must be enabled in order to support this database
  enable_extension "pgcrypto"
  enable_extension "plpgsql"
@@ -25,7 +25,7 @@ ActiveRecord::Schema[7.2].define(version: 2026_02_07_231945) do
    t.uuid "provider_id", null: false
    t.datetime "created_at", null: false
    t.datetime "updated_at", null: false
-    t.index ["account_id", "provider_type"], name: "index_account_providers_on_account_and_provider_type", unique: true
+    t.index ["account_id", "provider_type"], name: "index_account_providers_on_account_id_and_provider_type", unique: true
    t.index ["provider_type", "provider_id"], name: "index_account_providers_on_provider_type_and_provider_id", unique: true
  end

@@ -1457,6 +1457,7 @@ ActiveRecord::Schema[7.2].define(version: 2026_02_07_231945) do
    t.datetime "set_onboarding_preferences_at"
    t.datetime "set_onboarding_goals_at"
    t.string "default_account_order", default: "name_asc"
+    t.string "ui_layout"
    t.jsonb "preferences", default: {}, null: false
    t.string "locale"
    t.index ["email"], name: "index_users_on_email", unique: true
--- a/test/controllers/invitations_controller_test.rb
+++ b/test/controllers/invitations_controller_test.rb
@@ -9,6 +9,9 @@ class InvitationsControllerTest < ActionDispatch::IntegrationTest
  test "should get new" do
    get new_invitation_url
    assert_response :success
+    assert_select "option[value=?]", "member"
+    assert_select "option[value=?]", "guest"
+    assert_select "option[value=?]", "admin"
  end

  test "should create invitation for member" do
@@ -89,6 +92,49 @@ class InvitationsControllerTest < ActionDispatch::IntegrationTest
    assert_equal @admin, invitation.inviter
  end

+  test "admin can create guest invitation" do
+    assert_difference("Invitation.count") do
+      post invitations_url, params: {
+        invitation: {
+          email: "intro-invite@example.com",
+          role: "guest"
+        }
+      }
+    end
+
+    invitation = Invitation.order(created_at: :desc).first
+    assert_equal "guest", invitation.role
+    assert_equal @admin.family, invitation.family
+    assert_equal @admin, invitation.inviter
+  end
+
+  test "inviting an existing user as guest applies intro defaults" do
+    existing_user = users(:empty)
+    existing_user.update!(
+      role: :member,
+      ui_layout: :dashboard,
+      show_sidebar: true,
+      show_ai_sidebar: true,
+      ai_enabled: false
+    )
+
+    assert_difference("Invitation.count") do
+      post invitations_url, params: {
+        invitation: {
+          email: existing_user.email,
+          role: "guest"
+        }
+      }
+    end
+
+    existing_user.reload
+    assert_equal "guest", existing_user.role
+    assert existing_user.ui_layout_intro?
+    assert_not existing_user.show_sidebar?
+    assert_not existing_user.show_ai_sidebar?
+    assert existing_user.ai_enabled?
+  end
+
  test "should handle invalid invitation creation" do
    assert_no_difference("Invitation.count") do
      post invitations_url, params: {
--- a/test/controllers/pages_controller_test.rb
+++ b/test/controllers/pages_controller_test.rb
@@ -5,6 +5,7 @@ class PagesControllerTest < ActionDispatch::IntegrationTest

  setup do
    sign_in @user = users(:family_admin)
+    @intro_user = users(:intro_user)
    @family = @user.family
  end

@@ -13,6 +14,21 @@ class PagesControllerTest < ActionDispatch::IntegrationTest
    assert_response :ok
  end

+  test "intro page requires guest role" do
+    get intro_path
+
+    assert_redirected_to root_path
+    assert_equal "Intro is only available to guest users.", flash[:alert]
+  end
+
+  test "intro page is accessible for guest users" do
+    sign_in @intro_user
+
+    get intro_path
+
+    assert_response :ok
+  end
+
  test "dashboard renders sankey chart with subcategories" do
    # Create parent category with subcategory
    parent_category = @family.categories.create!(name: "Shopping", classification: "expense", color: "#FF5733")
--- a/test/controllers/registrations_controller_test.rb
+++ b/test/controllers/registrations_controller_test.rb
@@ -67,4 +67,24 @@ class RegistrationsControllerTest < ActionDispatch::IntegrationTest
      end
    end
  end
+
+  test "creating account from guest invitation assigns guest role and intro layout" do
+    invitation = invitations(:one)
+    invitation.update!(role: "guest", email: "guest-signup@example.com")
+
+    assert_difference "User.count", +1 do
+      post registration_url, params: { user: {
+        email: invitation.email,
+        password: "Password1!",
+        invitation: invitation.token
+      } }
+    end
+
+    created_user = User.find_by(email: invitation.email)
+    assert_equal "guest", created_user.role
+    assert created_user.ui_layout_intro?
+    assert_not created_user.show_sidebar?
+    assert_not created_user.show_ai_sidebar?
+    assert created_user.ai_enabled?
+  end
 end
--- a/test/controllers/settings/profiles_controller_test.rb
+++ b/test/controllers/settings/profiles_controller_test.rb
@@ -4,6 +4,7 @@ class Settings::ProfilesControllerTest < ActionDispatch::IntegrationTest
  setup do
    @admin = users(:family_admin)
    @member = users(:family_member)
+    @intro_user = users(:intro_user)
  end

  test "should get show" do
@@ -12,6 +13,19 @@ class Settings::ProfilesControllerTest < ActionDispatch::IntegrationTest
    assert_response :success
  end

+  test "intro user sees profile without settings navigation" do
+    sign_in @intro_user
+    get settings_profile_path
+
+    assert_response :success
+    assert_select "#mobile-settings-nav", count: 0
+    assert_select "h2", text: I18n.t("settings.profiles.show.household_title"), count: 0
+    assert_select "[data-action='app-layout#openMobileSidebar']", count: 0
+    assert_select "[data-action='app-layout#closeMobileSidebar']", count: 0
+    assert_select "[data-action='app-layout#toggleLeftSidebar']", count: 0
+    assert_select "[data-action='app-layout#toggleRightSidebar']", count: 0
+  end
+
  test "admin can remove a family member" do
    sign_in @admin
    assert_difference("User.count", -1) do
--- a/test/fixtures/chats.yml
+++ b/test/fixtures/chats.yml
@@ -4,4 +4,8 @@ one:

 two:
  title: Second Chat
-  user: family_member
+  user: family_member
+
+intro:
+  title: Intro Chat
+  user: intro_user
--- a/test/fixtures/users.yml
+++ b/test/fixtures/users.yml
@@ -3,39 +3,52 @@ empty:
  first_name: User
  last_name: One
  email: user1@example.com
-  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla 
+  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla
  onboarded_at: <%= 3.days.ago %>
  role: admin
  ai_enabled: true
+  show_sidebar: true
+  show_ai_sidebar: true
+  ui_layout: dashboard

 sure_support_staff:
  family: empty
  first_name: Support
  last_name: Admin
  email: support@sure.am
-  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla 
+  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla
  role: super_admin
  onboarded_at: <%= 3.days.ago %>
  ai_enabled: true
+  show_sidebar: true
+  show_ai_sidebar: true
+  ui_layout: dashboard

 family_admin:
  family: dylan_family
  first_name: Bob
  last_name: Dylan
  email: bob@bobdylan.com
-  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla 
+  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla
  role: admin
  onboarded_at: <%= 3.days.ago %>
  ai_enabled: true
+  show_sidebar: true
+  show_ai_sidebar: true
+  ui_layout: dashboard

 family_member:
  family: dylan_family
  first_name: Jakob
  last_name: Dylan
  email: jakobdylan@yahoo.com
-  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla 
+  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla
  onboarded_at: <%= 3.days.ago %>
+  role: member
  ai_enabled: true
+  show_sidebar: true
+  show_ai_sidebar: true
+  ui_layout: dashboard

 new_email:
  family: empty
@@ -45,7 +58,24 @@ new_email:
  unconfirmed_email: new@example.com
  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla
  onboarded_at: <%= Time.current %>
+  role: member
  ai_enabled: true
+  show_sidebar: true
+  show_ai_sidebar: true
+  ui_layout: dashboard
+
+intro_user:
+  family: empty
+  first_name: Intro
+  last_name: User
+  email: intro@example.com
+  password_digest: $2a$12$XoNBo/cMCyzpYtvhrPAhsubG21mELX48RAcjSVCRctW8dG8wrDIla
+  onboarded_at: <%= 1.day.ago %>
+  role: guest
+  ai_enabled: true
+  show_sidebar: false
+  show_ai_sidebar: false
+  ui_layout: intro

 # SSO-only user: created via JIT provisioning, no local password
 sso_only:
@@ -56,4 +86,4 @@ sso_only:
  password_digest: ~
  role: admin
  onboarded_at: <%= 1.day.ago %>
-  ai_enabled: true
+  ai_enabled: true
--- a/test/models/assistant/configurable_test.rb
+++ b/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
--- a/test/models/invitation_test.rb
+++ b/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
--- a/test/models/user_test.rb
+++ b/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: {})