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>
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.
Adds a new endpoint GET /api/tasks/templates/by-region/?zip= that resolves
ZIP codes to IECC climate regions and returns relevant home maintenance
task templates. Includes climate region model, region lookup service with
tests, seed data for all 8 climate zones with 50+ templates, and OpenAPI spec.
Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
- Add TaskTemplate model with category and frequency support
- Add task template repository with CRUD and search operations
- Add task template service layer
- Add public API endpoints for templates (no auth required):
- GET /api/tasks/templates/ - list all templates
- GET /api/tasks/templates/grouped/ - templates grouped by category
- GET /api/tasks/templates/search/?q= - search templates
- GET /api/tasks/templates/by-category/:id/ - templates by category
- GET /api/tasks/templates/:id/ - single template
- Add admin panel for task template management (CRUD)
- Add admin API endpoints for templates
- Add seed file with predefined task templates
- Add i18n translations for template errors
🤖 Generated with [Claude Code](https://claude.com/claude-code)
Co-Authored-By: Claude <noreply@anthropic.com>
