Onboarding: template backlink, bulk-create endpoint, climate-region scoring

Clients that send users through a multi-task onboarding step no longer
loop N POST /api/tasks/ calls and no longer create "orphan" tasks with
no reference to the TaskTemplate they came from.

Task model
- New task_template_id column + GORM FK (migration 000016)
- CreateTaskRequest.template_id, TaskResponse.template_id
- task_service.CreateTask persists the backlink

Bulk endpoint
- POST /api/tasks/bulk/ — 1-50 tasks in a single transaction,
  returns every created row + TotalSummary. Single residence access
  check, per-entry residence_id is overridden with batch value
- task_handler.BulkCreateTasks + task_service.BulkCreateTasks using
  db.Transaction; task_repo.CreateTx + FindByIDTx helpers

Climate-region scoring
- templateConditions gains ClimateRegionID; suggestion_service scores
  residence.PostalCode -> ZipToState -> GetClimateRegionIDByState against
  the template's conditions JSON (no penalty on mismatch / unknown ZIP)
- regionMatchBonus 0.35, totalProfileFields 14 -> 15
- Standalone GET /api/tasks/templates/by-region/ removed; legacy
  task_tasktemplate_regions many-to-many dropped (migration 000017).
  Region affinity now lives entirely in the template's conditions JSON

Tests
- +11 cases across task_service_test, task_handler_test, suggestion_
  service_test: template_id persistence, bulk rollback + cap + auth,
  region match / mismatch / no-ZIP / unknown-ZIP / stacks-with-others

Docs
- docs/openapi.yaml: /tasks/bulk/ + BulkCreateTasks schemas, template_id
  on TaskResponse + CreateTaskRequest, /templates/by-region/ removed

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

internal/dto/requests/task.go

@@ -52,6 +52,18 @@ func (fd *FlexibleDate) ToTimePtr() *time.Time {
 	return &fd.Time
 }
 
+// BulkCreateTasksRequest represents a batch create. Used by onboarding to
+// insert 1-N selected tasks atomically in a single transaction so that a
+// failure halfway through doesn't leave a partial task list behind.
+//
+// ResidenceID is validated once at the service layer; individual task
+// entries must reference the same residence or be left empty (the service
+// overrides each entry's ResidenceID with the top-level value).
+type BulkCreateTasksRequest struct {
+	ResidenceID uint                `json:"residence_id" validate:"required"`
+	Tasks       []CreateTaskRequest `json:"tasks" validate:"required,min=1,max=50,dive"`
+}
+
 // CreateTaskRequest represents the request to create a task
 type CreateTaskRequest struct {
 	ResidenceID        uint             `json:"residence_id" validate:"required"`
@@ -66,6 +78,10 @@ type CreateTaskRequest struct {
 	DueDate            *FlexibleDate    `json:"due_date"`
 	EstimatedCost      *decimal.Decimal `json:"estimated_cost"`
 	ContractorID       *uint            `json:"contractor_id"`
+	// TemplateID links the created task to the TaskTemplate it was spawned from
+	// (e.g. onboarding suggestion or catalog pick). Optional — custom tasks
+	// leave this nil.
+	TemplateID *uint `json:"template_id"`
 }
 
 // UpdateTaskRequest represents the request to update a task

internal/dto/responses/responses_test.go

@@ -740,20 +740,6 @@ func TestNewTaskTemplateResponse(t *testing.T) {
 	}
 }
 
-func TestNewTaskTemplateResponse_WithRegion(t *testing.T) {
-	tmpl := makeTemplate(nil, nil)
-	tmpl.Regions = []models.ClimateRegion{
-		{BaseModel: models.BaseModel{ID: 5}, Name: "Southeast"},
-	}
-	resp := NewTaskTemplateResponse(&tmpl)
-	if resp.RegionID == nil || *resp.RegionID != 5 {
-		t.Error("RegionID should be 5")
-	}
-	if resp.RegionName != "Southeast" {
-		t.Errorf("RegionName = %q", resp.RegionName)
-	}
-}
-
 func TestNewTaskTemplatesGroupedResponse_Grouping(t *testing.T) {
 	catID := uint(1)
 	cat := &models.TaskCategory{BaseModel: models.BaseModel{ID: 1}, Name: "Exterior"}

internal/dto/responses/task.go

@@ -95,12 +95,22 @@ type TaskResponse struct {
 	IsCancelled     bool                     `json:"is_cancelled"`
 	IsArchived      bool                     `json:"is_archived"`
 	ParentTaskID    *uint        `json:"parent_task_id"`
+	TemplateID      *uint        `json:"template_id,omitempty"` // Backlink to the TaskTemplate this task was created from
 	CompletionCount int          `json:"completion_count"`
 	KanbanColumn    string       `json:"kanban_column,omitempty"` // Which kanban column this task belongs to
 	CreatedAt       time.Time    `json:"created_at"`
 	UpdatedAt       time.Time    `json:"updated_at"`
 }
 
+// BulkCreateTasksResponse is returned by POST /api/tasks/bulk/.
+// All entries are created in a single transaction — if any insert fails the
+// whole batch is rolled back and no partial state is visible.
+type BulkCreateTasksResponse struct {
+	Tasks        []TaskResponse `json:"tasks"`
+	Summary      TotalSummary   `json:"summary"`
+	CreatedCount int            `json:"created_count"`
+}
+
 // Note: Pagination removed - list endpoints now return arrays directly
 
 // KanbanColumnResponse represents a kanban column
@@ -249,6 +259,7 @@ func newTaskResponseInternal(t *models.Task, daysThreshold int, now time.Time) T
 		IsCancelled:     t.IsCancelled,
 		IsArchived:      t.IsArchived,
 		ParentTaskID:    t.ParentTaskID,
+		TemplateID:      t.TaskTemplateID,
 		CompletionCount: predicates.GetCompletionCount(t),
 		KanbanColumn:    DetermineKanbanColumnWithTime(t, daysThreshold, now),
 		CreatedAt:       t.CreatedAt,

internal/dto/responses/task_template.go

@@ -21,8 +21,6 @@ type TaskTemplateResponse struct {
 	Tags         []string               `json:"tags"`
 	DisplayOrder int                    `json:"display_order"`
 	IsActive     bool                   `json:"is_active"`
-	RegionID     *uint                  `json:"region_id,omitempty"`
-	RegionName   string                 `json:"region_name,omitempty"`
 	CreatedAt    time.Time              `json:"created_at"`
 	UpdatedAt    time.Time              `json:"updated_at"`
 }
@@ -65,11 +63,6 @@ func NewTaskTemplateResponse(t *models.TaskTemplate) TaskTemplateResponse {
 		resp.Frequency = NewTaskFrequencyResponse(t.Frequency)
 	}
 
-	if len(t.Regions) > 0 {
-		resp.RegionID = &t.Regions[0].ID
-		resp.RegionName = t.Regions[0].Name
-	}
-
 	return resp
 }