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Author SHA1 Message Date
Trey t
237c6b84ee Onboarding: template backlink, bulk-create endpoint, climate-region scoring
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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>
 2026-04-14 15:23:57 -05:00
Trey T
bec880886b Coverage priorities 1-5: test pure functions, extract interfaces, mock-based handler tests 
- Priority 1: Test NewSendEmailTask + NewSendPushTask (5 tests)
- Priority 2: Test customHTTPErrorHandler — all 15+ branches (21 tests)
- Priority 3: Extract Enqueuer interface + payload builders in worker pkg (5 tests)
- Priority 4: Extract ClassifyFile/ComputeRelPath in migrate-encrypt (6 tests)
- Priority 5: Define Handler interfaces, refactor to accept them, mock-based tests (14 tests)
- Fix .gitignore: /worker instead of worker to stop ignoring internal/worker/

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
 2026-04-01 20:30:09 -05:00
Trey T
cb7080c460 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.
 2026-03-30 09:02:03 -05:00