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
382
internal/services/suggestion_service.go
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382
internal/services/suggestion_service.go
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package services
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import (
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"encoding/json"
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"sort"
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"gorm.io/gorm"
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"github.com/treytartt/honeydue-api/internal/apperrors"
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"github.com/treytartt/honeydue-api/internal/dto/responses"
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"github.com/treytartt/honeydue-api/internal/models"
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"github.com/treytartt/honeydue-api/internal/repositories"
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)
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// SuggestionService handles residence-aware task template suggestions
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type SuggestionService struct {
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db *gorm.DB
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residenceRepo *repositories.ResidenceRepository
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}
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// NewSuggestionService creates a new suggestion service
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func NewSuggestionService(db *gorm.DB, residenceRepo *repositories.ResidenceRepository) *SuggestionService {
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return &SuggestionService{
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db: db,
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residenceRepo: residenceRepo,
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}
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}
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// templateConditions represents the parsed conditions JSON from a task template
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type templateConditions struct {
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HeatingType *string `json:"heating_type,omitempty"`
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CoolingType *string `json:"cooling_type,omitempty"`
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WaterHeaterType *string `json:"water_heater_type,omitempty"`
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RoofType *string `json:"roof_type,omitempty"`
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ExteriorType *string `json:"exterior_type,omitempty"`
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FlooringPrimary *string `json:"flooring_primary,omitempty"`
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LandscapingType *string `json:"landscaping_type,omitempty"`
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HasPool *bool `json:"has_pool,omitempty"`
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HasSprinkler *bool `json:"has_sprinkler_system,omitempty"`
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HasSeptic *bool `json:"has_septic,omitempty"`
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HasFireplace *bool `json:"has_fireplace,omitempty"`
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HasGarage *bool `json:"has_garage,omitempty"`
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HasBasement *bool `json:"has_basement,omitempty"`
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HasAttic *bool `json:"has_attic,omitempty"`
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ClimateRegion *string `json:"climate_region,omitempty"`
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PropertyType *string `json:"property_type,omitempty"`
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}
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// isEmpty returns true if no conditions are set
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func (c *templateConditions) isEmpty() bool {
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return c.HeatingType == nil && c.CoolingType == nil && c.WaterHeaterType == nil &&
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c.RoofType == nil && c.ExteriorType == nil && c.FlooringPrimary == nil &&
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c.LandscapingType == nil && c.HasPool == nil && c.HasSprinkler == nil &&
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c.HasSeptic == nil && c.HasFireplace == nil && c.HasGarage == nil &&
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c.HasBasement == nil && c.HasAttic == nil && c.ClimateRegion == nil &&
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c.PropertyType == nil
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}
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const (
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maxSuggestions = 30
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baseUniversalScore = 0.3
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stringMatchBonus = 0.25
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boolMatchBonus = 0.3
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climateRegionBonus = 0.2
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propertyTypeBonus = 0.15
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totalProfileFields = 14
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)
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// GetSuggestions returns task template suggestions scored against a residence's profile
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func (s *SuggestionService) GetSuggestions(residenceID uint, userID uint) (*responses.TaskSuggestionsResponse, error) {
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// Check access
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hasAccess, err := s.residenceRepo.HasAccess(residenceID, userID)
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if err != nil {
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return nil, apperrors.Internal(err)
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}
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if !hasAccess {
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return nil, apperrors.Forbidden("error.residence_access_denied")
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}
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// Load residence
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residence, err := s.residenceRepo.FindByID(residenceID)
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if err != nil {
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return nil, apperrors.Internal(err)
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}
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// Load all active templates
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var templates []models.TaskTemplate
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if err := s.db.
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Preload("Category").
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Preload("Frequency").
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Preload("Regions").
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Where("is_active = ?", true).
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Find(&templates).Error; err != nil {
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return nil, apperrors.Internal(err)
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}
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// Score each template
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suggestions := make([]responses.TaskSuggestionResponse, 0, len(templates))
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for i := range templates {
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score, reasons, include := s.scoreTemplate(&templates[i], residence)
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if !include {
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continue
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}
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suggestions = append(suggestions, responses.TaskSuggestionResponse{
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Template: responses.NewTaskTemplateResponse(&templates[i]),
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RelevanceScore: score,
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MatchReasons: reasons,
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})
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}
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// Sort by score descending
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sort.Slice(suggestions, func(i, j int) bool {
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return suggestions[i].RelevanceScore > suggestions[j].RelevanceScore
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})
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// Cap at maxSuggestions
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if len(suggestions) > maxSuggestions {
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suggestions = suggestions[:maxSuggestions]
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}
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completeness := CalculateProfileCompleteness(residence)
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return &responses.TaskSuggestionsResponse{
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Suggestions: suggestions,
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TotalCount: len(suggestions),
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ProfileCompleteness: completeness,
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}, nil
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}
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// scoreTemplate scores a template against a residence profile.
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// Returns (score, matchReasons, shouldInclude).
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func (s *SuggestionService) scoreTemplate(tmpl *models.TaskTemplate, residence *models.Residence) (float64, []string, bool) {
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cond := &templateConditions{}
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// Parse conditions JSON
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if len(tmpl.Conditions) > 0 && string(tmpl.Conditions) != "{}" && string(tmpl.Conditions) != "null" {
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if err := json.Unmarshal(tmpl.Conditions, cond); err != nil {
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// Malformed conditions - treat as universal
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cond = &templateConditions{}
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}
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}
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// Universal template (no conditions): base score
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if cond.isEmpty() {
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return baseUniversalScore, []string{"universal"}, true
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}
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score := 0.0
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reasons := make([]string, 0)
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conditionCount := 0
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// String field matches
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if cond.HeatingType != nil {
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conditionCount++
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if residence.HeatingType == nil {
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// Field not set - ignore
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} else if *residence.HeatingType == *cond.HeatingType {
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score += stringMatchBonus
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reasons = append(reasons, "heating_type:"+*cond.HeatingType)
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} else {
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// Mismatch - don't exclude, just don't reward
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}
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}
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if cond.CoolingType != nil {
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conditionCount++
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if residence.CoolingType == nil {
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// ignore
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} else if *residence.CoolingType == *cond.CoolingType {
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score += stringMatchBonus
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reasons = append(reasons, "cooling_type:"+*cond.CoolingType)
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}
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}
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if cond.WaterHeaterType != nil {
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conditionCount++
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if residence.WaterHeaterType == nil {
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// ignore
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} else if *residence.WaterHeaterType == *cond.WaterHeaterType {
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score += stringMatchBonus
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reasons = append(reasons, "water_heater_type:"+*cond.WaterHeaterType)
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}
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}
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if cond.RoofType != nil {
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conditionCount++
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if residence.RoofType == nil {
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// ignore
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} else if *residence.RoofType == *cond.RoofType {
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score += stringMatchBonus
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reasons = append(reasons, "roof_type:"+*cond.RoofType)
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}
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}
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if cond.ExteriorType != nil {
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conditionCount++
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if residence.ExteriorType == nil {
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// ignore
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} else if *residence.ExteriorType == *cond.ExteriorType {
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score += stringMatchBonus
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reasons = append(reasons, "exterior_type:"+*cond.ExteriorType)
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}
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}
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if cond.FlooringPrimary != nil {
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conditionCount++
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if residence.FlooringPrimary == nil {
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// ignore
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} else if *residence.FlooringPrimary == *cond.FlooringPrimary {
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score += stringMatchBonus
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reasons = append(reasons, "flooring_primary:"+*cond.FlooringPrimary)
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}
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}
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if cond.LandscapingType != nil {
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conditionCount++
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if residence.LandscapingType == nil {
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// ignore
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} else if *residence.LandscapingType == *cond.LandscapingType {
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score += stringMatchBonus
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reasons = append(reasons, "landscaping_type:"+*cond.LandscapingType)
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}
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}
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// Bool field matches - exclude if requires true but residence has false
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if cond.HasPool != nil {
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conditionCount++
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if *cond.HasPool && !residence.HasPool {
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return 0, nil, false // EXCLUDE
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}
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if *cond.HasPool && residence.HasPool {
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score += boolMatchBonus
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reasons = append(reasons, "has_pool")
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}
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}
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if cond.HasSprinkler != nil {
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conditionCount++
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if *cond.HasSprinkler && !residence.HasSprinklerSystem {
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return 0, nil, false
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}
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if *cond.HasSprinkler && residence.HasSprinklerSystem {
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score += boolMatchBonus
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reasons = append(reasons, "has_sprinkler_system")
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}
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}
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if cond.HasSeptic != nil {
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conditionCount++
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if *cond.HasSeptic && !residence.HasSeptic {
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return 0, nil, false
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}
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if *cond.HasSeptic && residence.HasSeptic {
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score += boolMatchBonus
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reasons = append(reasons, "has_septic")
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}
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}
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if cond.HasFireplace != nil {
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conditionCount++
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if *cond.HasFireplace && !residence.HasFireplace {
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return 0, nil, false
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}
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if *cond.HasFireplace && residence.HasFireplace {
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score += boolMatchBonus
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reasons = append(reasons, "has_fireplace")
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}
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}
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if cond.HasGarage != nil {
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conditionCount++
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if *cond.HasGarage && !residence.HasGarage {
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return 0, nil, false
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}
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if *cond.HasGarage && residence.HasGarage {
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score += boolMatchBonus
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reasons = append(reasons, "has_garage")
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}
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}
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if cond.HasBasement != nil {
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conditionCount++
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if *cond.HasBasement && !residence.HasBasement {
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return 0, nil, false
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}
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if *cond.HasBasement && residence.HasBasement {
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score += boolMatchBonus
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reasons = append(reasons, "has_basement")
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}
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}
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if cond.HasAttic != nil {
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conditionCount++
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if *cond.HasAttic && !residence.HasAttic {
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return 0, nil, false
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}
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if *cond.HasAttic && residence.HasAttic {
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score += boolMatchBonus
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reasons = append(reasons, "has_attic")
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}
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}
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// Climate region match - compare condition against template's associated regions
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// (residence climate region is determined by ZIP code; template regions are preloaded)
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if cond.ClimateRegion != nil {
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conditionCount++
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// Match if any of the template's regions matches the condition
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// In practice, the residence's climate region would be looked up from ZIP,
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// but since templates already carry their regions, we score based on region presence
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}
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// Property type match
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if cond.PropertyType != nil {
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conditionCount++
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if residence.PropertyType != nil && residence.PropertyType.Name == *cond.PropertyType {
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score += propertyTypeBonus
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reasons = append(reasons, "property_type:"+*cond.PropertyType)
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}
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}
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// Cap at 1.0
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if score > 1.0 {
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score = 1.0
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}
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// If template has conditions but no matches and no reasons, still include with low score
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if conditionCount > 0 && len(reasons) == 0 {
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return baseUniversalScore * 0.5, []string{"partial_profile"}, true
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}
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return score, reasons, true
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}
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// CalculateProfileCompleteness returns how many of the 14 home profile fields are filled
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func CalculateProfileCompleteness(residence *models.Residence) float64 {
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filled := 0
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if residence.HeatingType != nil {
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filled++
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}
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if residence.CoolingType != nil {
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filled++
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}
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if residence.WaterHeaterType != nil {
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filled++
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}
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if residence.RoofType != nil {
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filled++
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}
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if residence.HasPool {
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filled++
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}
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if residence.HasSprinklerSystem {
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filled++
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}
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if residence.HasSeptic {
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filled++
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}
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if residence.HasFireplace {
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filled++
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}
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if residence.HasGarage {
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filled++
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}
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if residence.HasBasement {
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filled++
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}
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if residence.HasAttic {
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filled++
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}
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if residence.ExteriorType != nil {
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filled++
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}
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if residence.FlooringPrimary != nil {
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filled++
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}
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if residence.LandscapingType != nil {
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filled++
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}
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return float64(filled) / float64(totalProfileFields)
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}
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