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Smart onboarding: residence home profile + suggestion engine

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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.
This commit is contained in:
Trey T
2026-03-30 09:02:03 -05:00
parent 4c9a818bd9
commit cb7080c460
16 changed files with 1347 additions and 32 deletions
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16
internal/models/residence.go
View File

@@ -47,6 +47,22 @@ type Residence struct {
PurchaseDate *time.Time `gorm:"column:purchase_date;type:date" json:"purchase_date"`
PurchasePrice *decimal.Decimal `gorm:"column:purchase_price;type:decimal(12,2)" json:"purchase_price"`
// Home Profile (for smart onboarding suggestions)
HeatingType *string `gorm:"column:heating_type;size:50" json:"heating_type"`
CoolingType *string `gorm:"column:cooling_type;size:50" json:"cooling_type"`
WaterHeaterType *string `gorm:"column:water_heater_type;size:50" json:"water_heater_type"`
RoofType *string `gorm:"column:roof_type;size:50" json:"roof_type"`
HasPool bool `gorm:"column:has_pool;default:false" json:"has_pool"`
HasSprinklerSystem bool `gorm:"column:has_sprinkler_system;default:false" json:"has_sprinkler_system"`
HasSeptic bool `gorm:"column:has_septic;default:false" json:"has_septic"`
HasFireplace bool `gorm:"column:has_fireplace;default:false" json:"has_fireplace"`
HasGarage bool `gorm:"column:has_garage;default:false" json:"has_garage"`
HasBasement bool `gorm:"column:has_basement;default:false" json:"has_basement"`
HasAttic bool `gorm:"column:has_attic;default:false" json:"has_attic"`
ExteriorType *string `gorm:"column:exterior_type;size:50" json:"exterior_type"`
FlooringPrimary *string `gorm:"column:flooring_primary;size:50" json:"flooring_primary"`
LandscapingType *string `gorm:"column:landscaping_type;size:50" json:"landscaping_type"`
IsPrimary bool `gorm:"column:is_primary;default:true" json:"is_primary"`
IsActive bool `gorm:"column:is_active;default:true;index" json:"is_active"` // Soft delete flag

23
internal/models/task_template.go
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@@ -1,19 +1,22 @@
package models
import "encoding/json"
// TaskTemplate represents a predefined task template that users can select when creating tasks
type TaskTemplate struct {
BaseModel
Title string `gorm:"column:title;size:200;not null" json:"title"`
Description string `gorm:"column:description;type:text" json:"description"`
CategoryID *uint `gorm:"column:category_id;index" json:"category_id"`
Category *TaskCategory `gorm:"foreignKey:CategoryID" json:"category,omitempty"`
FrequencyID *uint `gorm:"column:frequency_id;index" json:"frequency_id"`
Frequency *TaskFrequency `gorm:"foreignKey:FrequencyID" json:"frequency,omitempty"`
IconIOS string `gorm:"column:icon_ios;size:100" json:"icon_ios"`
IconAndroid string `gorm:"column:icon_android;size:100" json:"icon_android"`
Tags string `gorm:"column:tags;type:text" json:"tags"` // Comma-separated tags for search
DisplayOrder int `gorm:"column:display_order;default:0" json:"display_order"`
Title string `gorm:"column:title;size:200;not null" json:"title"`
Description string `gorm:"column:description;type:text" json:"description"`
CategoryID *uint `gorm:"column:category_id;index" json:"category_id"`
Category *TaskCategory `gorm:"foreignKey:CategoryID" json:"category,omitempty"`
FrequencyID *uint `gorm:"column:frequency_id;index" json:"frequency_id"`
Frequency *TaskFrequency `gorm:"foreignKey:FrequencyID" json:"frequency,omitempty"`
IconIOS string `gorm:"column:icon_ios;size:100" json:"icon_ios"`
IconAndroid string `gorm:"column:icon_android;size:100" json:"icon_android"`
Tags string `gorm:"column:tags;type:text" json:"tags"` // Comma-separated tags for search
DisplayOrder int `gorm:"column:display_order;default:0" json:"display_order"`
IsActive bool `gorm:"column:is_active;default:true;index" json:"is_active"`
Conditions json.RawMessage `gorm:"column:conditions;type:jsonb;default:'{}'" json:"conditions"`
Regions []ClimateRegion `gorm:"many2many:task_tasktemplate_regions;" json:"regions,omitempty"`
}