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>
Suggestion engine now purely uses home profile features (heating,
cooling, pool, etc.) for template matching. Climate region field
and matching block removed — ZIP code is no longer collected.
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.
