Smart onboarding: residence home profile + suggestion engine
14 new optional residence fields (heating, cooling, water heater, roof, pool, sprinkler, septic, fireplace, garage, basement, attic, exterior, flooring, landscaping) with JSONB conditions on templates. Suggestion engine scores templates against home profile: string match +0.25, bool +0.3, property type +0.15, universal base 0.3. Graceful degradation from minimal to full profile info. GET /api/tasks/suggestions/?residence_id=X returns ranked templates. 54 template conditions across 44 templates in seed data. 8 suggestion service tests.
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Trey T
@@ -25,6 +25,22 @@ type CreateResidenceRequest struct {
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PurchaseDate *time.Time `json:"purchase_date"`
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PurchasePrice *decimal.Decimal `json:"purchase_price"`
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IsPrimary *bool `json:"is_primary"`
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// Home Profile
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HeatingType *string `json:"heating_type" validate:"omitempty,oneof=gas_furnace electric_furnace heat_pump boiler radiant other"`
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CoolingType *string `json:"cooling_type" validate:"omitempty,oneof=central_ac window_ac heat_pump evaporative none other"`
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WaterHeaterType *string `json:"water_heater_type" validate:"omitempty,oneof=tank_gas tank_electric tankless_gas tankless_electric heat_pump solar other"`
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RoofType *string `json:"roof_type" validate:"omitempty,oneof=asphalt_shingle metal tile slate wood_shake flat other"`
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HasPool *bool `json:"has_pool"`
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HasSprinklerSystem *bool `json:"has_sprinkler_system"`
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HasSeptic *bool `json:"has_septic"`
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HasFireplace *bool `json:"has_fireplace"`
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HasGarage *bool `json:"has_garage"`
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HasBasement *bool `json:"has_basement"`
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HasAttic *bool `json:"has_attic"`
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ExteriorType *string `json:"exterior_type" validate:"omitempty,oneof=brick vinyl_siding wood_siding stucco stone fiber_cement other"`
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FlooringPrimary *string `json:"flooring_primary" validate:"omitempty,oneof=hardwood laminate tile carpet vinyl concrete other"`
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LandscapingType *string `json:"landscaping_type" validate:"omitempty,oneof=lawn desert xeriscape garden mixed none other"`
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}
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// UpdateResidenceRequest represents the request to update a residence
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@@ -46,6 +62,22 @@ type UpdateResidenceRequest struct {
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PurchaseDate *time.Time `json:"purchase_date"`
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PurchasePrice *decimal.Decimal `json:"purchase_price"`
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IsPrimary *bool `json:"is_primary"`
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// Home Profile
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HeatingType *string `json:"heating_type" validate:"omitempty,oneof=gas_furnace electric_furnace heat_pump boiler radiant other"`
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CoolingType *string `json:"cooling_type" validate:"omitempty,oneof=central_ac window_ac heat_pump evaporative none other"`
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WaterHeaterType *string `json:"water_heater_type" validate:"omitempty,oneof=tank_gas tank_electric tankless_gas tankless_electric heat_pump solar other"`
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RoofType *string `json:"roof_type" validate:"omitempty,oneof=asphalt_shingle metal tile slate wood_shake flat other"`
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HasPool *bool `json:"has_pool"`
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HasSprinklerSystem *bool `json:"has_sprinkler_system"`
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HasSeptic *bool `json:"has_septic"`
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HasFireplace *bool `json:"has_fireplace"`
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HasGarage *bool `json:"has_garage"`
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HasBasement *bool `json:"has_basement"`
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HasAttic *bool `json:"has_attic"`
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ExteriorType *string `json:"exterior_type" validate:"omitempty,oneof=brick vinyl_siding wood_siding stucco stone fiber_cement other"`
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FlooringPrimary *string `json:"flooring_primary" validate:"omitempty,oneof=hardwood laminate tile carpet vinyl concrete other"`
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LandscapingType *string `json:"landscaping_type" validate:"omitempty,oneof=lawn desert xeriscape garden mixed none other"`
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}
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// JoinWithCodeRequest represents the request to join a residence via share code
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@@ -46,6 +46,22 @@ type ResidenceResponse struct {
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Description string `json:"description"`
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PurchaseDate *time.Time `json:"purchase_date"`
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PurchasePrice *decimal.Decimal `json:"purchase_price"`
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// Home Profile
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HeatingType *string `json:"heating_type"`
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CoolingType *string `json:"cooling_type"`
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WaterHeaterType *string `json:"water_heater_type"`
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RoofType *string `json:"roof_type"`
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HasPool bool `json:"has_pool"`
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HasSprinklerSystem bool `json:"has_sprinkler_system"`
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HasSeptic bool `json:"has_septic"`
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HasFireplace bool `json:"has_fireplace"`
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HasGarage bool `json:"has_garage"`
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HasBasement bool `json:"has_basement"`
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HasAttic bool `json:"has_attic"`
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ExteriorType *string `json:"exterior_type"`
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FlooringPrimary *string `json:"flooring_primary"`
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LandscapingType *string `json:"landscaping_type"`
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IsPrimary bool `json:"is_primary"`
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IsActive bool `json:"is_active"`
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OverdueCount int `json:"overdue_count"`
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@@ -184,9 +200,23 @@ func NewResidenceResponse(residence *models.Residence) ResidenceResponse {
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YearBuilt: residence.YearBuilt,
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Description: residence.Description,
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PurchaseDate: residence.PurchaseDate,
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PurchasePrice: residence.PurchasePrice,
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IsPrimary: residence.IsPrimary,
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IsActive: residence.IsActive,
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PurchasePrice: residence.PurchasePrice,
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HeatingType: residence.HeatingType,
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CoolingType: residence.CoolingType,
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WaterHeaterType: residence.WaterHeaterType,
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RoofType: residence.RoofType,
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HasPool: residence.HasPool,
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HasSprinklerSystem: residence.HasSprinklerSystem,
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HasSeptic: residence.HasSeptic,
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HasFireplace: residence.HasFireplace,
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HasGarage: residence.HasGarage,
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HasBasement: residence.HasBasement,
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HasAttic: residence.HasAttic,
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ExteriorType: residence.ExteriorType,
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FlooringPrimary: residence.FlooringPrimary,
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LandscapingType: residence.LandscapingType,
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IsPrimary: residence.IsPrimary,
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IsActive: residence.IsActive,
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CreatedAt: residence.CreatedAt,
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UpdatedAt: residence.UpdatedAt,
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}
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15
internal/dto/responses/suggestion.go
Normal file
15
internal/dto/responses/suggestion.go
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@@ -0,0 +1,15 @@
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package responses
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// TaskSuggestionResponse represents a single task suggestion with relevance scoring
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type TaskSuggestionResponse struct {
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Template TaskTemplateResponse `json:"template"`
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RelevanceScore float64 `json:"relevance_score"`
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MatchReasons []string `json:"match_reasons"`
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}
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// TaskSuggestionsResponse represents the full suggestions response
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type TaskSuggestionsResponse struct {
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Suggestions []TaskSuggestionResponse `json:"suggestions"`
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TotalCount int `json:"total_count"`
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ProfileCompleteness float64 `json:"profile_completeness"`
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}
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