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