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.
This commit is contained in:
Trey T
423
seeds/006_template_conditions.sql
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423
seeds/006_template_conditions.sql
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-- =============================================
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-- 006_template_conditions.sql
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-- =============================================
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-- Adds the `conditions` JSONB column to task_tasktemplate (if missing)
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-- then populates it for every NON-universal template.
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--
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-- Conditions tell the app which home features a template applies to.
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-- Templates that are truly universal (everyone should see them) are
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-- left with the default empty '{}' and receive NO UPDATE here.
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--
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-- Run after: 005_regional_templates.sql
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-- =============================================
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-- Ensure the column exists (idempotent)
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ALTER TABLE task_tasktemplate
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ADD COLUMN IF NOT EXISTS conditions JSONB NOT NULL DEFAULT '{}';
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-- =============================================
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-- BASE TEMPLATES (from 003_task_templates.sql)
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-- =============================================
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-- -----------------------------------------------
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-- PLUMBING (IDs 1–16)
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-- -----------------------------------------------
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-- Water heater anode rod → only tank-style heaters have anode rods
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UPDATE task_tasktemplate SET conditions = '{"water_heater_type": ["tank_gas", "tank_electric"]}'
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WHERE title = 'Check/Replace Water Heater Anode Rod';
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-- Test Interior Water Shutoffs → universal (every home has shutoffs)
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-- Test Gas Shutoffs → only homes with gas
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "boiler"]}'
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WHERE title = 'Test Gas Shutoffs';
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-- Test Water Meter Shutoff → universal
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-- Check Water Meter for Leaks → universal
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-- Run Drain Cleaner → universal
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-- Test Water Heater Pressure Relief Valve → tank-style water heaters
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UPDATE task_tasktemplate SET conditions = '{"water_heater_type": ["tank_gas", "tank_electric"]}'
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WHERE title = 'Test Water Heater Pressure Relief Valve';
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-- Replace Water Filters → universal (any home can have water filters)
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-- Flush Water Heater (ID 9) → tank-style water heaters
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UPDATE task_tasktemplate SET conditions = '{"water_heater_type": ["tank_gas", "tank_electric"]}'
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WHERE title = 'Flush Water Heater' AND id = 9;
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-- Inspect for Leaks → universal
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-- Inspect Caulking → universal
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-- Septic Tank Inspection → only homes with septic systems
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UPDATE task_tasktemplate SET conditions = '{"has_septic": true}'
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WHERE title = 'Septic Tank Inspection';
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-- Winterize Outdoor Faucets → universal (any home with outdoor faucets)
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-- Replace Fridge Water Line → universal (any home with a fridge water line)
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-- Replace Laundry Hoses → universal
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-- Test Water Sensors → universal
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-- -----------------------------------------------
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-- SAFETY (IDs 17–25)
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-- -----------------------------------------------
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-- Test Smoke and Carbon Monoxide Detectors → universal
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-- Check Fire Extinguishers → universal
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-- Replace Smoke and CO Detector Batteries → universal
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-- Replace Smoke and CO Detectors → universal
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-- Test GFCI Outlets → universal
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-- Schedule Chimney Cleaning → only homes with fireplaces/chimneys
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UPDATE task_tasktemplate SET conditions = '{"has_fireplace": true}'
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WHERE title = 'Schedule Chimney Cleaning';
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-- Termite Inspection → universal (relevant everywhere, region-filtered separately)
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-- Pest Control Treatment → universal
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-- Check/Charge Security Cameras → universal
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-- -----------------------------------------------
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-- HVAC (IDs 26–31)
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-- -----------------------------------------------
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-- Change HVAC Filters → homes with ducted heating or central AC
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump"], "cooling_type": ["central_ac"]}'
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WHERE title = 'Change HVAC Filters';
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-- Flush HVAC Drain Lines → homes with AC condensate lines
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UPDATE task_tasktemplate SET conditions = '{"cooling_type": ["central_ac", "mini_split"]}'
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WHERE title = 'Flush HVAC Drain Lines';
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-- Clean Return Vents → homes with ducted HVAC
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump"], "cooling_type": ["central_ac"]}'
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WHERE title = 'Clean Return Vents';
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-- Clean Floor Registers → homes with ducted HVAC
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump"], "cooling_type": ["central_ac"]}'
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WHERE title = 'Clean Floor Registers';
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-- Clean HVAC Compressor Coils → outdoor AC unit
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UPDATE task_tasktemplate SET conditions = '{"cooling_type": ["central_ac", "mini_split"]}'
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WHERE title = 'Clean HVAC Compressor Coils';
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-- Schedule HVAC Inspection and Service → homes with HVAC systems
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump", "boiler"], "cooling_type": ["central_ac", "mini_split"]}'
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WHERE title = 'Schedule HVAC Inspection and Service';
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-- -----------------------------------------------
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-- APPLIANCES (IDs 32–39) — mostly universal
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-- -----------------------------------------------
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-- Clean Microwave → universal
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-- Clean Toaster → universal
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-- Clean Garbage Disposal → universal (common enough)
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-- Clean Oven → universal
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-- Clean Refrigerator Coils → universal
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-- Clean Dishwasher Filter → universal
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-- Clean Vent Hood Filters → universal
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-- Clean Dryer Vent (ID 39) → universal
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-- -----------------------------------------------
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-- CLEANING (IDs 40–56) — all universal
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-- -----------------------------------------------
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-- Wipe Kitchen Counters → universal
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-- Take Out Trash → universal
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-- Vacuum Floors → universal
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-- Mop Hard Floors → universal
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-- Clean Bathrooms → universal
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-- Change Bed Linens → universal
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-- Do Laundry → universal
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-- Clean Kitchen Appliances → universal
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-- Dust Surfaces → universal
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-- Clean Out Refrigerator → universal
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-- Clean Vacuum → universal
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-- Clean Bathroom Exhaust Fans → universal
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-- Vacuum Under Furniture → universal
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-- Clean Inside Trash Cans → universal
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-- Clean Window Tracks → universal
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-- Deep Clean Carpets → universal
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-- Clean and Reverse Ceiling Fans → universal
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-- -----------------------------------------------
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-- EXTERIOR (IDs 57–66)
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-- -----------------------------------------------
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-- Clean Gutters → universal (most houses have gutters)
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-- Wash Windows → universal
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-- Inspect Roof → universal (every property has a roof)
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-- Service Garage Door → only homes with a garage
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UPDATE task_tasktemplate SET conditions = '{"has_garage": true}'
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WHERE title = 'Service Garage Door' AND id = 60;
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-- Inspect Weather Stripping → universal
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-- Pressure Wash Exterior → homes with washable exteriors
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UPDATE task_tasktemplate SET conditions = '{"exterior_type": ["vinyl_siding", "brick", "stucco", "fiber_cement"]}'
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WHERE title = 'Pressure Wash Exterior';
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-- Touch Up Exterior Paint → homes with painted exteriors
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UPDATE task_tasktemplate SET conditions = '{"exterior_type": ["vinyl_siding", "wood", "fiber_cement", "stucco"]}'
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WHERE title = 'Touch Up Exterior Paint';
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-- Service Sprinkler System → homes with sprinkler systems
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UPDATE task_tasktemplate SET conditions = '{"has_sprinkler_system": true}'
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WHERE title = 'Service Sprinkler System' AND id = 64;
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-- Weed Garden Beds → universal (any home could have garden beds)
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-- Water Indoor Plants → universal
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-- =============================================
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-- REGIONAL TEMPLATES (from 005_regional_templates.sql)
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-- =============================================
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-- -----------------------------------------------
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-- ZONE 1: Hot-Humid (IDs 100–105, 190–197)
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-- -----------------------------------------------
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-- Hurricane Season Prep → universal within region (no feature condition)
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-- Inspect for Mold & Mildew → universal within region
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-- Check AC Condensate Drain → homes with AC
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UPDATE task_tasktemplate SET conditions = '{"cooling_type": ["central_ac", "mini_split"]}'
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WHERE title = 'Check AC Condensate Drain';
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-- Termite Inspection (Tropical) → universal within region
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-- Dehumidifier Maintenance → universal within region (if you're in hot-humid, you likely have one)
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-- Storm Shutter Test → universal within region
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-- Service Whole-House Dehumidifier → universal within region
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-- Check Exterior Paint for Peeling → homes with painted exteriors
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UPDATE task_tasktemplate SET conditions = '{"exterior_type": ["wood", "fiber_cement", "vinyl_siding"]}'
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WHERE title = 'Check Exterior Paint for Peeling';
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-- Clean Dryer Vent (ID 192, zone 1) → universal
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-- Inspect Siding for Moisture Damage → homes with siding
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UPDATE task_tasktemplate SET conditions = '{"exterior_type": ["vinyl_siding", "wood", "fiber_cement"]}'
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WHERE title = 'Inspect Siding for Moisture Damage';
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-- Flush Water Heater (ID 194, zone 1) → tank-style
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UPDATE task_tasktemplate SET conditions = '{"water_heater_type": ["tank_gas", "tank_electric"]}'
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WHERE title = 'Flush Water Heater' AND id = 194;
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-- Service Pool & Deck (Algae Prevention) → homes with pool
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UPDATE task_tasktemplate SET conditions = '{"has_pool": true}'
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WHERE title = 'Service Pool & Deck (Algae Prevention)';
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-- Inspect Attic for Moisture & Ventilation → homes with attic
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UPDATE task_tasktemplate SET conditions = '{"has_attic": true}'
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WHERE title = 'Inspect Attic for Moisture & Ventilation';
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-- Test Sump Pump (ID 197) → homes with basement/sump pump
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UPDATE task_tasktemplate SET conditions = '{"has_basement": true}'
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WHERE title = 'Test Sump Pump' AND id = 197;
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-- -----------------------------------------------
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-- ZONE 2: Hot-Dry (IDs 110–115, 170–181)
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-- -----------------------------------------------
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-- Wildfire Defensible Space — Zone 0 → universal within region
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-- Wildfire Defensible Space — Zone 1 → universal within region
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-- Inspect Roof for UV Damage → universal within region (every home has a roof)
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-- Check for Scorpions & Desert Pests → universal within region
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-- Dust AC Condenser Unit → homes with AC
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UPDATE task_tasktemplate SET conditions = '{"cooling_type": ["central_ac", "mini_split"]}'
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WHERE title = 'Dust AC Condenser Unit';
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-- Check Foundation for Heat Cracks → universal within region
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-- Service Evaporative Cooler (Swamp Cooler) → homes with evaporative cooling
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UPDATE task_tasktemplate SET conditions = '{"cooling_type": ["evaporative"]}'
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WHERE title = 'Service Evaporative Cooler (Swamp Cooler)';
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-- Flush Water Heater (Hard Water) (ID 171) → tank-style
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UPDATE task_tasktemplate SET conditions = '{"water_heater_type": ["tank_gas", "tank_electric"]}'
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WHERE title = 'Flush Water Heater (Hard Water)';
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-- Inspect Stucco & Exterior Walls → homes with stucco or siding
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UPDATE task_tasktemplate SET conditions = '{"exterior_type": ["stucco", "vinyl_siding", "wood", "fiber_cement"]}'
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WHERE title = 'Inspect Stucco & Exterior Walls';
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-- Clean Solar Panels → universal within region (no specific home feature enum for solar)
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-- Check Pool Equipment & Chemistry → homes with pool
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UPDATE task_tasktemplate SET conditions = '{"has_pool": true}'
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WHERE title = 'Check Pool Equipment & Chemistry';
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-- Inspect Irrigation System → homes with sprinkler/irrigation
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UPDATE task_tasktemplate SET conditions = '{"has_sprinkler_system": true}'
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WHERE title = 'Inspect Irrigation System';
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-- Replace HVAC Air Filter (ID 176, zone 2) → homes with ducted HVAC
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump"], "cooling_type": ["central_ac"]}'
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WHERE title = 'Replace HVAC Air Filter' AND id = 176;
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-- Seal Windows & Doors for Heat → universal within region
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-- Inspect Attic Ventilation → homes with attic
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UPDATE task_tasktemplate SET conditions = '{"has_attic": true}'
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WHERE title = 'Inspect Attic Ventilation';
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-- Treat Wood Fence & Deck (UV Protection) → universal within region (outdoor wood structures)
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-- Service Garage Door in Extreme Heat → homes with garage
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UPDATE task_tasktemplate SET conditions = '{"has_garage": true}'
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WHERE title = 'Service Garage Door in Extreme Heat';
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-- Test Smoke & CO Detectors (ID 181) → universal
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-- -----------------------------------------------
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-- ZONE 3: Mixed-Humid (IDs 120–124, 200–206)
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-- -----------------------------------------------
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-- Blow Out Irrigation System → homes with sprinkler/irrigation
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UPDATE task_tasktemplate SET conditions = '{"has_sprinkler_system": true}'
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WHERE title = 'Blow Out Irrigation System';
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-- Insulate Exposed Pipes → universal within region
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-- Check Foundation for Moisture → homes with basement
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UPDATE task_tasktemplate SET conditions = '{"has_basement": true}'
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WHERE title = 'Check Foundation for Moisture';
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-- Test Radon Level → homes with basement
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UPDATE task_tasktemplate SET conditions = '{"has_basement": true}'
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WHERE title = 'Test Radon Level';
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-- Spring Flood Assessment → universal within region
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-- Clean Dryer Vent (ID 200) → universal
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-- Service Lawn Mower for Season → homes with lawn
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UPDATE task_tasktemplate SET conditions = '{"landscaping_type": ["lawn"]}'
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WHERE title = 'Service Lawn Mower for Season';
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-- Check Siding & Trim for Rot → homes with wood siding/trim
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UPDATE task_tasktemplate SET conditions = '{"exterior_type": ["wood", "fiber_cement", "vinyl_siding"]}'
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WHERE title = 'Check Siding & Trim for Rot';
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-- Replace HVAC Air Filter (ID 203, zone 3) → homes with ducted HVAC
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump"], "cooling_type": ["central_ac"]}'
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WHERE title = 'Replace HVAC Air Filter' AND id = 203;
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-- Flush Water Heater (ID 204, zone 3) → tank-style
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UPDATE task_tasktemplate SET conditions = '{"water_heater_type": ["tank_gas", "tank_electric"]}'
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WHERE title = 'Flush Water Heater' AND id = 204;
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-- Aerate & Overseed Lawn → homes with lawn
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UPDATE task_tasktemplate SET conditions = '{"landscaping_type": ["lawn"]}'
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WHERE title = 'Aerate & Overseed Lawn';
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-- Test Smoke & CO Detectors (ID 206) → universal
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-- -----------------------------------------------
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-- ZONE 4: Mixed-Dry (IDs 130–134, 210–215)
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-- -----------------------------------------------
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-- Winterize Exterior Faucets & Hoses → universal within region
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-- Check Attic Insulation Level → homes with attic
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UPDATE task_tasktemplate SET conditions = '{"has_attic": true}'
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WHERE title = 'Check Attic Insulation Level';
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-- Inspect Weather Stripping & Caulk → universal within region
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-- Seal Foundation Cracks → universal within region
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-- Test Heating System Before Winter → homes with heating
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump", "boiler"]}'
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WHERE title = 'Test Heating System Before Winter';
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-- Replace HVAC Air Filter (ID 210, zone 4) → homes with ducted HVAC
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump"], "cooling_type": ["central_ac"]}'
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WHERE title = 'Replace HVAC Air Filter' AND id = 210;
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-- Clean Dryer Vent (ID 211) → universal
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-- Flush Water Heater (ID 212, zone 4) → tank-style
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UPDATE task_tasktemplate SET conditions = '{"water_heater_type": ["tank_gas", "tank_electric"]}'
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WHERE title = 'Flush Water Heater' AND id = 212;
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-- Service Lawn & Irrigation → homes with sprinkler/irrigation
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UPDATE task_tasktemplate SET conditions = '{"has_sprinkler_system": true}'
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WHERE title = 'Service Lawn & Irrigation';
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-- Test Smoke & CO Detectors (ID 214) → universal
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-- Clean Gutters & Downspouts → universal
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-- -----------------------------------------------
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-- ZONE 5: Cold (IDs 140–145, 220–224)
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-- -----------------------------------------------
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-- Roof Snow Raking → universal within region
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-- Ice Dam Prevention Check → universal within region
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-- Test Sump Pump & Backup → homes with basement/sump pump
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UPDATE task_tasktemplate SET conditions = '{"has_basement": true}'
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WHERE title = 'Test Sump Pump & Backup';
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-- Winter Gutter Maintenance → universal within region
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-- Check Foundation for Frost Heave → universal within region
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-- Winterize Entire Plumbing System → universal within region
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-- Replace HVAC Air Filter (ID 220, zone 5) → homes with ducted HVAC
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump"], "cooling_type": ["central_ac"]}'
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WHERE title = 'Replace HVAC Air Filter' AND id = 220;
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-- Clean Dryer Vent (ID 221) → universal
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-- Flush Water Heater (ID 222, zone 5) → tank-style
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UPDATE task_tasktemplate SET conditions = '{"water_heater_type": ["tank_gas", "tank_electric"]}'
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WHERE title = 'Flush Water Heater' AND id = 222;
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-- Test Smoke & CO Detectors (ID 223) → universal
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-- Inspect & Clean Chimney (ID 224) → homes with fireplace
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UPDATE task_tasktemplate SET conditions = '{"has_fireplace": true}'
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WHERE title = 'Inspect & Clean Chimney' AND id = 224;
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-- -----------------------------------------------
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-- ZONE 6: Very Cold (IDs 150–153, 230–233)
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-- -----------------------------------------------
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-- Install/Check Heated Gutter System → universal within region
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-- Verify Pipe Routing (Interior Walls) → universal within region
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-- Heavy Snow Roof Raking → universal within region
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-- Weekly Ice Dam & Gutter Inspection → universal within region
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-- Flush Water Heater (ID 230, zone 6) → tank-style
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UPDATE task_tasktemplate SET conditions = '{"water_heater_type": ["tank_gas", "tank_electric"]}'
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WHERE title = 'Flush Water Heater' AND id = 230;
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-- Test Smoke & CO Detectors (ID 231) → universal
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-- Replace HVAC Air Filter (ID 232, zone 6) → homes with ducted HVAC
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump"], "cooling_type": ["central_ac"]}'
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WHERE title = 'Replace HVAC Air Filter' AND id = 232;
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-- Inspect & Clean Chimney (ID 233) → homes with fireplace
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UPDATE task_tasktemplate SET conditions = '{"has_fireplace": true}'
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WHERE title = 'Inspect & Clean Chimney' AND id = 233;
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-- -----------------------------------------------
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-- ZONE 7-8: Subarctic / Arctic (IDs 160–163)
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-- -----------------------------------------------
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-- Test Backup Heating System → homes with heating (all in this zone)
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UPDATE task_tasktemplate SET conditions = '{"heating_type": ["gas_furnace", "electric", "heat_pump", "boiler"]}'
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WHERE title = 'Test Backup Heating System';
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-- Maintain Basement Above 55°F → homes with basement
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UPDATE task_tasktemplate SET conditions = '{"has_basement": true}'
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WHERE title = 'Maintain Basement Above 55°F';
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-- Inspect Heat-Traced Pipes → universal within region
|
||||
-- Verify Roof Structural Integrity for Snow Load → universal within region
|
||||
Reference in New Issue
Block a user