First cut of a simplified "intro" UI layout

app/controllers/pages_controller.rb

@@ -4,6 +4,10 @@ class PagesController < ApplicationController
   skip_authentication only: :redis_configuration_error
 
   def dashboard
+    if Current.user&.ui_layout_intro?
+      redirect_to chats_path and return
+    end
+
     @balance_sheet = Current.family.balance_sheet
     @accounts = Current.family.accounts.visible.with_attached_logo
 
@@ -45,6 +49,10 @@ def dashboard
     @breadcrumbs = [ [ "Home", root_path ], [ "Dashboard", nil ] ]
   end
 
+  def intro
+    @breadcrumbs = [ [ "Home", chats_path ], [ "Intro", nil ] ]
+  end
+
   def changelog
     @release_notes = github_provider.fetch_latest_release_notes
 

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 @@ def destroy
 
     redirect_to settings_profile_path
   end
+
+  private
+
+    def layout_for_settings_profile
+      Current.user&.ui_layout_intro? ? "application" : "settings"
+    end
 end

app/models/assistant/configurable.rb

@@ -6,13 +6,51 @@ def config_for(chat)
       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/user.rb

@@ -23,6 +23,9 @@ 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 :ui_layout, { dashboard: "dashboard", intro: "intro" }, validate: true, prefix: true
+
+  before_validation :apply_ui_layout_defaults, on: :create
 
   has_one_attached :profile_image do |attachable|
     attachable.variant :thumbnail, resize_to_fill: [ 300, 300 ], convert: :webp, saver: { quality: 80 }
@@ -96,6 +99,11 @@ def ai_enabled?
     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
+
   # Deactivation
   validate :can_deactivate, if: -> { active_changed? && !active }
   after_update_commit :purge_later, if: -> { saved_change_to_active?(from: true, to: false) }
@@ -170,6 +178,16 @@ def account_order
   end
 
   private
+    def apply_ui_layout_defaults
+      self.ui_layout = (ui_layout.presence || self.class.default_ui_layout)
+
+      if ui_layout_intro?
+        self.show_sidebar = false
+        self.show_ai_sidebar = false
+        self.ai_enabled = true
+      end
+    end
+
     def ensure_valid_profile_image
       return unless profile_image.attached?
 

app/views/layouts/application.html.erb

@@ -1,9 +1,18 @@
-<% mobile_nav_items = [
-  { 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 }
-] %>
+<% 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" %>
@@ -19,9 +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",
@@ -33,20 +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>
@@ -67,7 +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>
@@ -112,18 +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" }) %>
-
-          <% if content_for?(:breadcrumbs) %>
-            <%= yield :breadcrumbs %>
-          <% else %>
-            <%= render "layouts/shared/breadcrumbs", breadcrumbs: @breadcrumbs %>
-          <% end %>
+      <% 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 %>
+          </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 %>

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>