Template recommendation implemented
This commit is contained in:
@@ -15,7 +15,16 @@ import { useCreateFlowFinalize } from "./hooks/useCreateFlowFinalize";
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import { useTemplateReviewActions } from "./hooks/useTemplateReviewActions";
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import CreateFlowFooter from "../../components/navigation/CreateFlowFooter";
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import CreateFlowTopNav from "../../components/navigation/CreateFlowTopNav";
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import { getNextStep, getStepIndex, parseReviewReturnSearchParam, CREATE_FLOW_REVIEW_RETURN_QUERY_KEY } from "./utils/flowSteps";
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import {
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getNextStep,
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getStepIndex,
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parseReviewReturnSearchParam,
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CREATE_FLOW_REVIEW_RETURN_QUERY_KEY,
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TEMPLATES_FACET_RECOMMEND_QUERY,
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TEMPLATES_FACET_RECOMMEND_VALUE,
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TEMPLATE_REVIEW_FROM_CREATE_FLOW_QUERY,
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TEMPLATE_REVIEW_FROM_CREATE_FLOW_VALUE,
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} from "./utils/flowSteps";
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import { getProportionBarProgressForCreateFlowStep } from "./utils/createFlowProportionProgress";
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import {
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createFlowStepUsesCenteredTextLayout,
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@@ -600,7 +609,9 @@ function CreateFlowLayoutContent({
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// detour. Direct entries to `/templates` (no marker) and
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// home "Popular templates" clicks always start fresh by
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// wiping anonymous draft storage at click time.
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router.push("/templates?fromFlow=1");
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router.push(
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`/templates?${TEMPLATE_REVIEW_FROM_CREATE_FLOW_QUERY}=${TEMPLATE_REVIEW_FROM_CREATE_FLOW_VALUE}&${TEMPLATES_FACET_RECOMMEND_QUERY}=${TEMPLATES_FACET_RECOMMEND_VALUE}`,
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);
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}}
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>
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{footer.createFromTemplate}
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@@ -1,10 +1,7 @@
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"use client";
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import { useEffect, useMemo, useRef, useState } from "react";
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import facetGroups from "../../../../data/create/customRule/_facetGroups.json";
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import {
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type CreateFlowState,
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} from "../types";
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import { buildFacetQueryString } from "../../../../lib/create/buildFacetQueryString";
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import { useCreateFlow } from "../context/CreateFlowContext";
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/**
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@@ -16,60 +13,6 @@ export type RecommendationSection =
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| "decisionApproaches"
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| "conflictManagement";
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const FACET_GROUPS = ["size", "orgType", "scale", "maturity"] as const;
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type FacetGroupId = (typeof FACET_GROUPS)[number];
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/** Reverse map chipId → canonical facet value id, per group. */
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const CHIP_TO_VALUE_BY_GROUP: Record<FacetGroupId, Record<string, string>> = (() => {
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const out: Record<FacetGroupId, Record<string, string>> = {
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size: {},
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orgType: {},
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scale: {},
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maturity: {},
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};
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for (const group of FACET_GROUPS) {
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const block = (facetGroups as Record<string, unknown>)[group];
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if (block && typeof block === "object" && "values" in block) {
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const values = (block as { values: Record<string, { chipId: string }> })
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.values;
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for (const [valueId, entry] of Object.entries(values)) {
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out[group][entry.chipId] = valueId;
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}
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}
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}
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return out;
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})();
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/** Chip-id state accessors per group. */
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const STATE_KEY_BY_GROUP: Record<FacetGroupId, keyof CreateFlowState> = {
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size: "selectedCommunitySizeIds",
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orgType: "selectedOrganizationTypeIds",
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scale: "selectedScaleIds",
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maturity: "selectedMaturityIds",
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};
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function readChipIds(
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state: CreateFlowState,
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group: FacetGroupId,
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): string[] {
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const value = state[STATE_KEY_BY_GROUP[group]];
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return Array.isArray(value) ? (value as string[]) : [];
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}
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function buildFacetQuery(state: CreateFlowState): string {
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const params = new URLSearchParams();
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for (const group of FACET_GROUPS) {
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const valuesById = CHIP_TO_VALUE_BY_GROUP[group];
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for (const chipId of readChipIds(state, group)) {
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const valueId = valuesById[chipId];
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if (valueId) {
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params.append(`facet.${group}`, valueId);
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}
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}
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}
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return params.toString();
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}
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export type FacetRecommendationsResult = {
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/** `true` once the network call completes (or short-circuits with no facets). */
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isReady: boolean;
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@@ -99,7 +42,10 @@ export function useFacetRecommendations(
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section: RecommendationSection,
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): FacetRecommendationsResult {
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const { state } = useCreateFlow();
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const queryString = useMemo(() => buildFacetQuery(state), [state]);
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const queryString = useMemo(
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() => buildFacetQueryString(state),
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[state],
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);
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const hasAnyFacets = queryString.length > 0;
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const [result, setResult] = useState<FacetRecommendationsResult>({
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@@ -153,6 +153,14 @@ export function parseCreateFlowScreenFromPathname(
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export const TEMPLATE_REVIEW_FROM_CREATE_FLOW_QUERY = "fromFlow" as const;
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export const TEMPLATE_REVIEW_FROM_CREATE_FLOW_VALUE = "1" as const;
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/**
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* Only set from `/create/review` “Create from template” with `fromFlow=1`.
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* Enables facet-ranked `GET /api/templates` + “RECOMMENDED” on the grid; omit
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* on profile and marketing so stale localStorage facets never show badges.
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*/
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export const TEMPLATES_FACET_RECOMMEND_QUERY = "recommendTemplates" as const;
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export const TEMPLATES_FACET_RECOMMEND_VALUE = "1" as const;
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/** `/create/{step}?reviewReturn=…` — set when opening a custom-rule step from final-review or edit-rule via + */
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export const CREATE_FLOW_REVIEW_RETURN_QUERY_KEY = "reviewReturn" as const;
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@@ -6,8 +6,13 @@ import HeaderLockup from "../../components/type/HeaderLockup";
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import { GovernanceTemplateGrid } from "../../components/sections/GovernanceTemplateGrid";
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import type { TemplateGridCardEntry } from "../../../lib/templates/templateGridPresentation";
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import { prepareFreshCreateFlowEntry } from "../../(app)/create/utils/prepareFreshCreateFlowEntry";
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import { buildTemplateReviewHref } from "../../(app)/create/utils/flowSteps";
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import {
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buildTemplateReviewHref,
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TEMPLATES_FACET_RECOMMEND_QUERY,
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TEMPLATES_FACET_RECOMMEND_VALUE,
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} from "../../(app)/create/utils/flowSteps";
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import { useTranslation } from "../../contexts/MessagesContext";
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import { useTemplatesFacetGridEntries } from "./useTemplatesFacetGridEntries";
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export interface TemplatesPageClientProps {
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initialGridEntries: TemplateGridCardEntry[];
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@@ -44,9 +49,16 @@ export default function TemplatesPageClient({
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{/* Suspense boundary required by `useSearchParams` below
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(Next.js 15+ static-generation contract). */}
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<Suspense
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fallback={<TemplatesGrid entries={initialGridEntries} fromFlow={false} />}
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fallback={
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<TemplatesGrid
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entries={initialGridEntries}
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fromFlow={false}
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/>
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}
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>
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<TemplatesGridWithSearchParams entries={initialGridEntries} />
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<TemplatesGridWithSearchParams
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initialGridEntries={initialGridEntries}
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/>
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</Suspense>
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</div>
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</div>
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@@ -55,18 +67,25 @@ export default function TemplatesPageClient({
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}
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/**
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* Reads `fromFlow=1` off the URL so we can skip the fresh-slate clear when
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* the user arrived from `/create/review`'s "Create from template" button.
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* That button pushes `/templates?fromFlow=1` so their in-progress community
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* stage is preserved when they pick a template here.
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* - `fromFlow=1` — skip `prepareFreshCreateFlowEntry` on template click
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* (draft preserved). Used by review “Create from template” and profile.
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* - `recommendTemplates=1` (with review only) — rank templates + “RECOMMENDED”
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* from `GET /api/templates?facet.*` using the persisted community draft.
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*/
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function TemplatesGridWithSearchParams({
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entries,
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initialGridEntries,
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}: {
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entries: TemplateGridCardEntry[];
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initialGridEntries: TemplateGridCardEntry[];
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}) {
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const searchParams = useSearchParams();
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const fromFlow = searchParams.get("fromFlow") === "1";
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const enableFacetRecommendations =
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searchParams.get(TEMPLATES_FACET_RECOMMEND_QUERY) ===
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TEMPLATES_FACET_RECOMMEND_VALUE;
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const entries = useTemplatesFacetGridEntries({
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initialGridEntries,
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enableFacetRecommendations,
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});
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return <TemplatesGrid entries={entries} fromFlow={fromFlow} />;
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}
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@@ -0,0 +1,70 @@
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"use client";
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import { useEffect, useState } from "react";
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import { readAnonymousCreateFlowState } from "../../(app)/create/utils/anonymousDraftStorage";
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import { buildFacetQueryString } from "../../../lib/create/buildFacetQueryString";
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import {
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fetchRankedTemplatesByFacets,
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isTemplatesFetchAborted,
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} from "../../../lib/create/fetchTemplates";
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import {
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gridEntriesWithFacetScores,
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type TemplateGridCardEntry,
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} from "../../../lib/templates/templateGridPresentation";
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type UseTemplatesFacetGridEntriesArgs = {
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initialGridEntries: TemplateGridCardEntry[];
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enableFacetRecommendations: boolean;
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};
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/**
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* When `enableFacetRecommendations` (review → “Create from template” only),
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* re-fetch ranked templates from `GET /api/templates?facet.*` using the
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* persisted create-flow draft. Otherwise returns `initialGridEntries` from SSR.
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*/
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export function useTemplatesFacetGridEntries({
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initialGridEntries,
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enableFacetRecommendations,
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}: UseTemplatesFacetGridEntriesArgs): TemplateGridCardEntry[] {
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const [entries, setEntries] = useState(initialGridEntries);
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useEffect(() => {
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if (!enableFacetRecommendations) {
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setEntries(initialGridEntries);
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return;
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}
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const state = readAnonymousCreateFlowState();
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const facetQuery = buildFacetQueryString(state);
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if (facetQuery.length === 0) {
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setEntries(initialGridEntries);
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return;
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}
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const ac = new AbortController();
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void (async () => {
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try {
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const result = await fetchRankedTemplatesByFacets({
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signal: ac.signal,
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facetQuery,
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});
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if (ac.signal.aborted) return;
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if ("error" in result) {
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setEntries(initialGridEntries);
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return;
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}
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setEntries(
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gridEntriesWithFacetScores(result.templates, result.scores),
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);
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} catch (e) {
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if (isTemplatesFetchAborted(e)) return;
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setEntries(initialGridEntries);
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}
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})();
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return () => {
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ac.abort();
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};
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}, [enableFacetRecommendations, initialGridEntries]);
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return entries;
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}
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@@ -0,0 +1,91 @@
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{
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"consensus": {
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"size": ["oneMember", "twoToFive", "sixToTwelve"],
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"orgType": ["dao", "openSource", "mutualAid", "workersCoop"],
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"scale": ["national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established", "enterprise"]
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},
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"consensus-clusters": {
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"size": ["sixToTwelve", "thirteenToOneHundred", "oneHundredToOneHundredK"],
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"orgType": ["dao", "openSource", "mutualAid"],
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"scale": ["global", "national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established", "enterprise"]
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},
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"solidarity-network": {
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"size": ["oneMember"],
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"orgType": ["dao", "openSource", "workersCoop"],
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"scale": ["national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established"]
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},
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"sortition-jury": {
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"size": [],
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"orgType": [],
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"scale": ["national", "regional", "local"],
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"maturity": ["growthStage", "established", "enterprise"]
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},
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"liquid-democracy": {
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"size": ["thirteenToOneHundred", "oneHundredToOneHundredK"],
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"orgType": ["dao", "openSource"],
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"scale": ["national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established", "enterprise"]
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},
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"do-ocracy": {
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"size": ["oneMember"],
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"orgType": ["dao", "openSource", "workersCoop"],
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"scale": ["national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established"]
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},
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"quadratic-governance": {
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"size": [
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"twoToFive",
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"sixToTwelve",
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"thirteenToOneHundred",
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"oneHundredToOneHundredK"
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],
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"orgType": ["dao", "openSource", "workersCoop"],
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"scale": ["global", "national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established", "enterprise"]
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},
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"federated-clusters": {
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"size": ["sixToTwelve", "thirteenToOneHundred"],
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"orgType": ["dao", "openSource", "mutualAid", "workersCoop"],
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"scale": ["national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established", "enterprise"]
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},
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"devolution": {
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"size": ["oneMember"],
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"orgType": ["forProfit", "nonprofit"],
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"scale": ["global", "national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established", "enterprise"]
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},
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"benevolent-dictator": {
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"size": ["oneMember"],
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"orgType": ["forProfit", "nonprofit", "openSource"],
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"scale": ["global", "national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established"]
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},
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"petition": {
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"size": ["thirteenToOneHundred", "oneHundredToOneHundredK"],
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"orgType": ["dao", "openSource", "workersCoop"],
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"scale": ["global", "national", "regional"],
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"maturity": ["growthStage", "established", "enterprise"]
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},
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"self-appointed-board": {
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"size": [
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"oneMember",
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"twoToFive",
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"sixToTwelve",
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"thirteenToOneHundred",
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"oneHundredToOneHundredK"
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],
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"orgType": ["dao", "forProfit", "nonprofit", "openSource"],
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"scale": ["global", "national", "regional", "local"],
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"maturity": ["earlyStage", "growthStage", "established", "enterprise"]
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},
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"elected-board": {
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"size": ["oneHundredToOneHundredK"],
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"orgType": ["dao", "forProfit", "nonprofit"],
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"scale": ["national", "regional", "local"],
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"maturity": ["growthStage", "established", "enterprise"]
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}
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}
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@@ -0,0 +1,60 @@
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import facetGroups from "../../data/create/customRule/_facetGroups.json";
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import type { CreateFlowState } from "../../app/(app)/create/types";
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const FACET_GROUPS = ["size", "orgType", "scale", "maturity"] as const;
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type FacetGroupId = (typeof FACET_GROUPS)[number];
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const CHIP_TO_VALUE_BY_GROUP: Record<FacetGroupId, Record<string, string>> =
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(() => {
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const out: Record<FacetGroupId, Record<string, string>> = {
|
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size: {},
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orgType: {},
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scale: {},
|
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maturity: {},
|
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};
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for (const group of FACET_GROUPS) {
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const block = (facetGroups as Record<string, unknown>)[group];
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if (block && typeof block === "object" && "values" in block) {
|
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const values = (block as { values: Record<string, { chipId: string }> })
|
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.values;
|
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for (const [valueId, entry] of Object.entries(values)) {
|
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out[group][entry.chipId] = valueId;
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}
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}
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}
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return out;
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})();
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const STATE_KEY_BY_GROUP: Record<FacetGroupId, keyof CreateFlowState> = {
|
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size: "selectedCommunitySizeIds",
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orgType: "selectedOrganizationTypeIds",
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scale: "selectedScaleIds",
|
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maturity: "selectedMaturityIds",
|
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};
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|
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function readChipIds(
|
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state: CreateFlowState,
|
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group: FacetGroupId,
|
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): string[] {
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const value = state[STATE_KEY_BY_GROUP[group]];
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return Array.isArray(value) ? (value as string[]) : [];
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||||
}
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/**
|
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* Build `facet.size=…&facet.orgType=…` query string from Create Community
|
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* chip selections. Shared by `/api/create-flow/methods` and
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* `GET /api/templates` ranking (CR-88).
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*/
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export function buildFacetQueryString(state: CreateFlowState): string {
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const params = new URLSearchParams();
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for (const group of FACET_GROUPS) {
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const valuesById = CHIP_TO_VALUE_BY_GROUP[group];
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for (const chipId of readChipIds(state, group)) {
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const valueId = valuesById[chipId];
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if (valueId) {
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params.append(`facet.${group}`, valueId);
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}
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}
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}
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return params.toString();
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}
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@@ -13,7 +13,21 @@ export type RuleTemplateDto = {
|
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featured: boolean;
|
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};
|
||||
|
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type TemplatesResponse = { templates?: RuleTemplateDto[] };
|
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type TemplatesResponse = {
|
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templates?: RuleTemplateDto[];
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scores?: Record<string, TemplateFacetScoreDto>;
|
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};
|
||||
|
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/** Matches `listRankedRuleTemplatesFromDb` / GET `/api/templates` with facet params. */
|
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export type TemplateFacetScoreDto = {
|
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score: number;
|
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matchedFacets: string[];
|
||||
};
|
||||
|
||||
export type RankedTemplatesFetchResult = {
|
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templates: RuleTemplateDto[];
|
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scores: Record<string, TemplateFacetScoreDto>;
|
||||
};
|
||||
|
||||
export type FetchTemplatesOptions = {
|
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signal?: AbortSignal;
|
||||
@@ -57,6 +71,46 @@ export async function fetchTemplates(
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Facet-ranked list + per-template scores (CR-88). Query must be non-empty
|
||||
* `facet.size=…&…` from {@link buildFacetQueryString}.
|
||||
*/
|
||||
export async function fetchRankedTemplatesByFacets(options: {
|
||||
facetQuery: string;
|
||||
signal?: AbortSignal;
|
||||
}): Promise<RankedTemplatesFetchResult | { error: string }> {
|
||||
if (options.facetQuery.length === 0) {
|
||||
return { error: "Could not load templates" };
|
||||
}
|
||||
try {
|
||||
const res = await fetch(`/api/templates?${options.facetQuery}`, {
|
||||
credentials: "include",
|
||||
signal: options.signal,
|
||||
});
|
||||
const data = (await res.json()) as TemplatesResponse & { error?: string };
|
||||
if (!res.ok) {
|
||||
return {
|
||||
error:
|
||||
typeof data.error === "string"
|
||||
? data.error
|
||||
: "Could not load templates",
|
||||
};
|
||||
}
|
||||
const templates = Array.isArray(data.templates) ? data.templates : [];
|
||||
const raw = data.scores;
|
||||
const scores: Record<string, TemplateFacetScoreDto> =
|
||||
raw && typeof raw === "object" && !Array.isArray(raw)
|
||||
? (raw as Record<string, TemplateFacetScoreDto>)
|
||||
: {};
|
||||
return { templates, scores };
|
||||
} catch (e) {
|
||||
if (isAbortError(e)) {
|
||||
throw e;
|
||||
}
|
||||
return { error: "Could not load templates" };
|
||||
}
|
||||
}
|
||||
|
||||
export async function fetchTemplateBySlug(
|
||||
slug: string,
|
||||
options?: FetchTemplatesOptions,
|
||||
|
||||
@@ -169,3 +169,72 @@ export async function scoreTemplatesByFacets(args: {
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Slugs that have at least one `TemplateFacet` row (Template Composition
|
||||
* matrix, cols G–Y) — use {@link scoreTemplatesByTemplateFacets} for these;
|
||||
* others use {@link scoreTemplatesByFacets}.
|
||||
*/
|
||||
export async function getTemplateFacetSlugSet(): Promise<Set<string> | null> {
|
||||
if (!isDatabaseConfigured()) return null;
|
||||
try {
|
||||
const rows = await prisma.templateFacet.findMany({
|
||||
where: { matches: true },
|
||||
distinct: ["templateSlug"],
|
||||
select: { templateSlug: true },
|
||||
});
|
||||
return new Set(rows.map((r) => r.templateSlug));
|
||||
} catch {
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
/**
|
||||
* Per-template score from the `TemplateFacet` table: one point per
|
||||
* user-requested `(group, value)` that exists for that `templateSlug`.
|
||||
* Same counting semantics as the pre-DB matrix JSON path.
|
||||
*/
|
||||
export async function scoreTemplatesByTemplateFacets(args: {
|
||||
templateSlugs: ReadonlyArray<string>;
|
||||
facets: RequestedFacets;
|
||||
}): Promise<TemplateRanking[] | null> {
|
||||
if (!isDatabaseConfigured()) return null;
|
||||
const requested = flattenRequestedFacets(args.facets);
|
||||
if (requested.length === 0) {
|
||||
return args.templateSlugs.map((templateSlug) => ({
|
||||
templateSlug,
|
||||
score: 0,
|
||||
matchedFacets: [] as string[],
|
||||
}));
|
||||
}
|
||||
if (args.templateSlugs.length === 0) {
|
||||
return [];
|
||||
}
|
||||
|
||||
try {
|
||||
const rows = await prisma.templateFacet.findMany({
|
||||
where: {
|
||||
matches: true,
|
||||
templateSlug: { in: [...args.templateSlugs] },
|
||||
OR: requested.map(({ group, value }) => ({ group, value })),
|
||||
},
|
||||
select: { templateSlug: true, group: true, value: true },
|
||||
});
|
||||
|
||||
const pairSet = new Set(
|
||||
rows.map((r) => `${r.templateSlug}\0${r.group}\0${r.value}` as const),
|
||||
);
|
||||
|
||||
return args.templateSlugs.map((templateSlug) => {
|
||||
const matched: string[] = [];
|
||||
for (const { group, value } of requested) {
|
||||
if (pairSet.has(`${templateSlug}\0${group}\0${value}`)) {
|
||||
matched.push(`${group}:${value}`);
|
||||
}
|
||||
}
|
||||
return { templateSlug, score: matched.length, matchedFacets: matched };
|
||||
});
|
||||
} catch {
|
||||
return null;
|
||||
}
|
||||
}
|
||||
|
||||
+46
-10
@@ -1,7 +1,11 @@
|
||||
import type { RuleTemplateDto } from "../create/fetchTemplates";
|
||||
import { prisma } from "./db";
|
||||
import { isDatabaseConfigured } from "./env";
|
||||
import { scoreTemplatesByFacets } from "./methodRecommendations";
|
||||
import {
|
||||
getTemplateFacetSlugSet,
|
||||
scoreTemplatesByFacets,
|
||||
scoreTemplatesByTemplateFacets,
|
||||
} from "./methodRecommendations";
|
||||
import { templateMethodsFromBody } from "./templateMethods";
|
||||
import type { RequestedFacets } from "./validation/methodFacetsSchemas";
|
||||
import { flattenRequestedFacets } from "./validation/methodFacetsSchemas";
|
||||
@@ -53,8 +57,11 @@ export type RankedTemplatesResult = {
|
||||
};
|
||||
|
||||
/**
|
||||
* Curated templates ranked by how many of `facets` each composed method
|
||||
* matches (§9.1). When `facets` is empty, returns the curated ordering with
|
||||
* Curated templates ranked by facet match. Templates with a row in
|
||||
* `TemplateFacet` (seeded from `data/templates/templateFacet.json`, Template
|
||||
* Composition-2, cols G–Y) use that matrix; others fall back to
|
||||
* composed-method × `MethodFacet`
|
||||
* scoring (§9.1). When `facets` is empty, returns the curated ordering with
|
||||
* an empty `scores` map (caller can omit it from the API response).
|
||||
*
|
||||
* Ties (and zero-score templates) fall back to the curated
|
||||
@@ -83,22 +90,51 @@ export async function listRankedRuleTemplatesFromDb(
|
||||
return { templates: [], scores: {} };
|
||||
}
|
||||
|
||||
const slugs = templates.map((t) => t.slug);
|
||||
const templateMethods = templates.map((t) => ({
|
||||
templateSlug: t.slug,
|
||||
methods: templateMethodsFromBody(t.body),
|
||||
}));
|
||||
|
||||
const ranked = await scoreTemplatesByFacets({ templateMethods, facets });
|
||||
if (!ranked) {
|
||||
const [matrixRanked, facetSlugSet, methodRanked] = await Promise.all([
|
||||
scoreTemplatesByTemplateFacets({ templateSlugs: slugs, facets }),
|
||||
getTemplateFacetSlugSet(),
|
||||
scoreTemplatesByFacets({ templateMethods, facets }),
|
||||
]);
|
||||
|
||||
if (!methodRanked) {
|
||||
return { templates, scores: {} };
|
||||
}
|
||||
|
||||
const matrixBySlug =
|
||||
matrixRanked == null
|
||||
? new Map()
|
||||
: new Map(matrixRanked.map((r) => [r.templateSlug, r] as const));
|
||||
const methodBySlug = new Map(
|
||||
methodRanked.map((r) => [r.templateSlug, r] as const),
|
||||
);
|
||||
|
||||
const scores: Record<string, TemplateScore> = {};
|
||||
for (const r of ranked) {
|
||||
scores[r.templateSlug] = {
|
||||
score: r.score,
|
||||
matchedFacets: r.matchedFacets,
|
||||
};
|
||||
for (const t of templates) {
|
||||
const useMatrix =
|
||||
matrixRanked != null && (facetSlugSet?.has(t.slug) ?? false);
|
||||
if (useMatrix) {
|
||||
const m = matrixBySlug.get(t.slug);
|
||||
if (m) {
|
||||
scores[t.slug] = {
|
||||
score: m.score,
|
||||
matchedFacets: m.matchedFacets,
|
||||
};
|
||||
}
|
||||
} else {
|
||||
const m = methodBySlug.get(t.slug);
|
||||
if (m) {
|
||||
scores[t.slug] = {
|
||||
score: m.score,
|
||||
matchedFacets: m.matchedFacets,
|
||||
};
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// Stable sort: scoreDesc, then preserve curated index order.
|
||||
|
||||
@@ -0,0 +1,33 @@
|
||||
import { z } from "zod";
|
||||
import {
|
||||
MATURITY_VALUE_IDS,
|
||||
ORG_TYPE_VALUE_IDS,
|
||||
SCALE_VALUE_IDS,
|
||||
SIZE_VALUE_IDS,
|
||||
} from "./methodFacetsSchemas";
|
||||
|
||||
const sizeValueIdSchema = z.enum(SIZE_VALUE_IDS);
|
||||
const orgTypeValueIdSchema = z.enum(ORG_TYPE_VALUE_IDS);
|
||||
const scaleValueIdSchema = z.enum(SCALE_VALUE_IDS);
|
||||
const maturityValueIdSchema = z.enum(MATURITY_VALUE_IDS);
|
||||
|
||||
/**
|
||||
* Per-template row for Template Composition-2 (spreadsheet cols G–Y). Each
|
||||
* array lists canonical facet `value` ids that are a fit (✓) for that
|
||||
* community dimension.
|
||||
*/
|
||||
export const templateFacetRowSchema = z
|
||||
.object({
|
||||
size: z.array(sizeValueIdSchema),
|
||||
orgType: z.array(orgTypeValueIdSchema),
|
||||
scale: z.array(scaleValueIdSchema),
|
||||
maturity: z.array(maturityValueIdSchema),
|
||||
})
|
||||
.strict();
|
||||
|
||||
export const templateFacetFileSchema = z.record(
|
||||
z.string().min(1),
|
||||
templateFacetRowSchema,
|
||||
);
|
||||
|
||||
export type TemplateFacetFile = z.infer<typeof templateFacetFileSchema>;
|
||||
@@ -1,4 +1,4 @@
|
||||
import type { RuleTemplateDto } from "../create/fetchTemplates";
|
||||
import type { RuleTemplateDto, TemplateFacetScoreDto } from "../create/fetchTemplates";
|
||||
import { templateSummaryFromBody } from "../create/templateReviewMapping";
|
||||
import type { GovernanceTemplateCatalogEntry } from "./governanceTemplateCatalog";
|
||||
import {
|
||||
@@ -47,6 +47,70 @@ export function ruleTemplateToGridEntry(template: RuleTemplateDto): TemplateGrid
|
||||
};
|
||||
}
|
||||
|
||||
/**
|
||||
* Max templates that show the “RECOMMENDED” tag when facet-ranked. Within the
|
||||
* **top score tier** only: we do not pad with lower-scoring templates (e.g. two
|
||||
* at score 4 and three at 3 → recommend the two 4s only), but if the top tier
|
||||
* exceeds this cap we still take the first `limit` in API order.
|
||||
*/
|
||||
export const TEMPLATE_GRID_COMPACT_RECOMMENDED_LIMIT = 5;
|
||||
|
||||
/**
|
||||
* Among templates in **API rank order** (score desc) with `score > 0`, mark
|
||||
* only those in the **maximum-score tier** (no lower tiers), at most `limit`
|
||||
* (API order is the tie-break when many tie for first place).
|
||||
*/
|
||||
export function deriveRecommendedTemplateSlugs(
|
||||
templatesInRankOrder: ReadonlyArray<{ slug: string }>,
|
||||
scores: Record<string, { score?: number } | undefined>,
|
||||
limit: number,
|
||||
): Set<string> {
|
||||
if (limit <= 0) return new Set();
|
||||
const matched = templatesInRankOrder.filter(
|
||||
(t) => (scores[t.slug]?.score ?? 0) > 0,
|
||||
);
|
||||
if (matched.length === 0) return new Set();
|
||||
let maxScore = 0;
|
||||
for (const t of matched) {
|
||||
const s = scores[t.slug]?.score ?? 0;
|
||||
if (s > maxScore) maxScore = s;
|
||||
}
|
||||
const topTier = matched.filter(
|
||||
(t) => (scores[t.slug]?.score ?? 0) === maxScore,
|
||||
);
|
||||
return new Set(topTier.slice(0, limit).map((t) => t.slug));
|
||||
}
|
||||
|
||||
export type GridEntriesWithFacetScoresOptions = {
|
||||
/** Default {@link TEMPLATE_GRID_COMPACT_RECOMMENDED_LIMIT}. */
|
||||
compactRecommendedLimit?: number;
|
||||
};
|
||||
|
||||
/**
|
||||
* After `GET /api/templates?facet.*` with `scores`, mark `recommended` only
|
||||
* for the top facet matches (see {@link deriveRecommendedTemplateSlugs}).
|
||||
*/
|
||||
export function gridEntriesWithFacetScores(
|
||||
templates: RuleTemplateDto[],
|
||||
scores: Record<string, TemplateFacetScoreDto>,
|
||||
options?: GridEntriesWithFacetScoresOptions,
|
||||
): TemplateGridCardEntry[] {
|
||||
const cap =
|
||||
options?.compactRecommendedLimit ?? TEMPLATE_GRID_COMPACT_RECOMMENDED_LIMIT;
|
||||
const recommendedSlugs = deriveRecommendedTemplateSlugs(
|
||||
templates,
|
||||
scores,
|
||||
cap,
|
||||
);
|
||||
return templates.map((t) => {
|
||||
const base = ruleTemplateToGridEntry(t);
|
||||
return {
|
||||
...base,
|
||||
recommended: recommendedSlugs.has(t.slug),
|
||||
};
|
||||
});
|
||||
}
|
||||
|
||||
const bySlug = (templates: RuleTemplateDto[]) =>
|
||||
new Map(templates.map((t) => [t.slug, t] as const));
|
||||
|
||||
|
||||
@@ -0,0 +1,19 @@
|
||||
-- CreateTable
|
||||
CREATE TABLE "TemplateFacet" (
|
||||
"id" TEXT NOT NULL,
|
||||
"templateSlug" TEXT NOT NULL,
|
||||
"group" TEXT NOT NULL,
|
||||
"value" TEXT NOT NULL,
|
||||
"matches" BOOLEAN NOT NULL,
|
||||
|
||||
CONSTRAINT "TemplateFacet_pkey" PRIMARY KEY ("id")
|
||||
);
|
||||
|
||||
-- CreateIndex
|
||||
CREATE UNIQUE INDEX "TemplateFacet_templateSlug_group_value_key" ON "TemplateFacet"("templateSlug", "group", "value");
|
||||
|
||||
-- CreateIndex
|
||||
CREATE INDEX "TemplateFacet_templateSlug_idx" ON "TemplateFacet"("templateSlug");
|
||||
|
||||
-- CreateIndex
|
||||
CREATE INDEX "TemplateFacet_group_value_matches_idx" ON "TemplateFacet"("group", "value", "matches");
|
||||
@@ -111,3 +111,24 @@ model MethodFacet {
|
||||
@@index([section])
|
||||
@@index([group, value, matches])
|
||||
}
|
||||
|
||||
/// Template-level recommendation matrix (Template Composition, cols G–Y). Canonical
|
||||
/// JSON in `data/templates/templateFacet.json`; rebuilt at seed like
|
||||
/// `MethodFacet`. One row per `(templateSlug, group, value)` where the matrix
|
||||
/// marks a fit (✓). `GET /api/templates?facet.*` joins these rows to user facets.
|
||||
/// See `docs/guides/template-recommendation-matrix.md` (parallel to `MethodFacet` §7).
|
||||
model TemplateFacet {
|
||||
id String @id @default(cuid())
|
||||
/// `RuleTemplate.slug` (e.g. `consensus`, `do-ocracy`).
|
||||
templateSlug String
|
||||
/// `size` | `orgType` | `scale` | `maturity` — same as `MethodFacet.group`.
|
||||
group String
|
||||
/// Canonical facet value id, e.g. `workersCoop`, `local`.
|
||||
value String
|
||||
/// `true` iff the JSON marks a fit; seed only writes `true` rows.
|
||||
matches Boolean
|
||||
|
||||
@@unique([templateSlug, group, value])
|
||||
@@index([templateSlug])
|
||||
@@index([group, value, matches])
|
||||
}
|
||||
|
||||
@@ -1,5 +1,6 @@
|
||||
import { PrismaClient, type Prisma } from "@prisma/client";
|
||||
import { seedMethodFacets } from "./seed/methodFacets";
|
||||
import { seedTemplateFacets } from "./seed/templateFacets";
|
||||
|
||||
/**
|
||||
* Curated rule templates for GET /api/templates.
|
||||
@@ -393,6 +394,12 @@ async function main() {
|
||||
.map(([section, count]) => `${section}=${count}`)
|
||||
.join(", ")}`,
|
||||
);
|
||||
|
||||
const templateFacetSeed = await seedTemplateFacets(prisma);
|
||||
// eslint-disable-next-line no-console -- seed CLI feedback
|
||||
console.log(
|
||||
`Seeded TemplateFacet rows: ${templateFacetSeed.rowCount}`,
|
||||
);
|
||||
}
|
||||
|
||||
main()
|
||||
|
||||
@@ -0,0 +1,71 @@
|
||||
import { readFile } from "node:fs/promises";
|
||||
import path from "node:path";
|
||||
import type { PrismaClient } from "@prisma/client";
|
||||
import { FACET_GROUP_IDS } from "../../lib/server/validation/methodFacetsSchemas";
|
||||
import { templateFacetFileSchema } from "../../lib/server/validation/templateFacetSchema";
|
||||
|
||||
const REPO_ROOT = path.resolve(__dirname, "..", "..");
|
||||
const TEMPLATE_FACET_FILE = path.join(
|
||||
REPO_ROOT,
|
||||
"data",
|
||||
"templates",
|
||||
"templateFacet.json",
|
||||
);
|
||||
|
||||
type TemplateFacetRow = {
|
||||
templateSlug: string;
|
||||
group: string;
|
||||
value: string;
|
||||
matches: boolean;
|
||||
};
|
||||
|
||||
async function loadTemplateFacets() {
|
||||
const raw = await readFile(TEMPLATE_FACET_FILE, "utf8");
|
||||
const parsed = JSON.parse(raw) as unknown;
|
||||
const result = templateFacetFileSchema.safeParse(parsed);
|
||||
if (!result.success) {
|
||||
throw new Error(
|
||||
`Invalid template facet file ${TEMPLATE_FACET_FILE}: ${JSON.stringify(
|
||||
result.error.flatten(),
|
||||
null,
|
||||
2,
|
||||
)}`,
|
||||
);
|
||||
}
|
||||
return result.data;
|
||||
}
|
||||
|
||||
/**
|
||||
* One row per `(templateSlug, group, value)` where the matrix lists a fit (✓).
|
||||
* Sparse: omitted cells are not stored (unlike `MethodFacet`, which materializes
|
||||
* all cells for constant table density).
|
||||
*/
|
||||
function flattenTemplateFacets(
|
||||
data: Awaited<ReturnType<typeof loadTemplateFacets>>,
|
||||
): TemplateFacetRow[] {
|
||||
const rows: TemplateFacetRow[] = [];
|
||||
for (const [templateSlug, row] of Object.entries(data)) {
|
||||
for (const group of FACET_GROUP_IDS) {
|
||||
for (const value of row[group]) {
|
||||
rows.push({ templateSlug, group, value, matches: true });
|
||||
}
|
||||
}
|
||||
}
|
||||
return rows;
|
||||
}
|
||||
|
||||
/**
|
||||
* Validates and re-seeds the `TemplateFacet` table from
|
||||
* `data/templates/templateFacet.json` (Template Composition-2, cols G–Y).
|
||||
*/
|
||||
export async function seedTemplateFacets(
|
||||
prisma: PrismaClient,
|
||||
): Promise<{ rowCount: number }> {
|
||||
const data = await loadTemplateFacets();
|
||||
const rows = flattenTemplateFacets(data);
|
||||
await prisma.$transaction([
|
||||
prisma.templateFacet.deleteMany(),
|
||||
prisma.templateFacet.createMany({ data: rows }),
|
||||
]);
|
||||
return { rowCount: rows.length };
|
||||
}
|
||||
@@ -0,0 +1,22 @@
|
||||
import { describe, it, expect } from "vitest";
|
||||
import { buildFacetQueryString } from "../../lib/create/buildFacetQueryString";
|
||||
|
||||
describe("buildFacetQueryString", () => {
|
||||
it("maps community chip ids to facet.* query params", () => {
|
||||
const qs = buildFacetQueryString({
|
||||
selectedCommunitySizeIds: ["2"],
|
||||
selectedOrganizationTypeIds: ["3"],
|
||||
selectedScaleIds: ["1"],
|
||||
selectedMaturityIds: ["1"],
|
||||
});
|
||||
const params = new URLSearchParams(qs);
|
||||
expect(params.get("facet.size")).toBe("twoToFive");
|
||||
expect(params.get("facet.orgType")).toBe("openSource");
|
||||
expect(params.get("facet.scale")).toBe("local");
|
||||
expect(params.get("facet.maturity")).toBe("earlyStage");
|
||||
});
|
||||
|
||||
it("returns empty string when no selections", () => {
|
||||
expect(buildFacetQueryString({})).toBe("");
|
||||
});
|
||||
});
|
||||
@@ -8,6 +8,10 @@ import {
|
||||
getStepIndex,
|
||||
parseReviewReturnSearchParam,
|
||||
resolveCreateFlowBackTarget,
|
||||
TEMPLATES_FACET_RECOMMEND_QUERY,
|
||||
TEMPLATES_FACET_RECOMMEND_VALUE,
|
||||
TEMPLATE_REVIEW_FROM_CREATE_FLOW_QUERY,
|
||||
TEMPLATE_REVIEW_FROM_CREATE_FLOW_VALUE,
|
||||
} from "../../app/(app)/create/utils/flowSteps";
|
||||
|
||||
describe("flowSteps", () => {
|
||||
@@ -106,6 +110,12 @@ describe("flowSteps", () => {
|
||||
);
|
||||
});
|
||||
|
||||
it("review Create from template uses fromFlow and recommendTemplates together", () => {
|
||||
expect(
|
||||
`/templates?${TEMPLATE_REVIEW_FROM_CREATE_FLOW_QUERY}=${TEMPLATE_REVIEW_FROM_CREATE_FLOW_VALUE}&${TEMPLATES_FACET_RECOMMEND_QUERY}=${TEMPLATES_FACET_RECOMMEND_VALUE}`,
|
||||
).toBe("/templates?fromFlow=1&recommendTemplates=1");
|
||||
});
|
||||
|
||||
it("parseReviewReturnSearchParam accepts only final-review and edit-rule", () => {
|
||||
expect(
|
||||
parseReviewReturnSearchParam(
|
||||
|
||||
@@ -0,0 +1,74 @@
|
||||
import { beforeEach, describe, expect, it, vi } from "vitest";
|
||||
|
||||
const templateFindManyMock = vi.fn();
|
||||
|
||||
vi.mock("../../lib/server/env", () => ({
|
||||
isDatabaseConfigured: () => true,
|
||||
}));
|
||||
|
||||
vi.mock("../../lib/server/db", () => ({
|
||||
prisma: {
|
||||
templateFacet: {
|
||||
findMany: (...args: unknown[]) => templateFindManyMock(...args),
|
||||
},
|
||||
},
|
||||
}));
|
||||
|
||||
import {
|
||||
getTemplateFacetSlugSet,
|
||||
scoreTemplatesByTemplateFacets,
|
||||
} from "../../lib/server/methodRecommendations";
|
||||
|
||||
beforeEach(() => {
|
||||
templateFindManyMock.mockReset();
|
||||
});
|
||||
|
||||
describe("scoreTemplatesByTemplateFacets", () => {
|
||||
it("counts matches against TemplateFacet rows", async () => {
|
||||
templateFindManyMock.mockResolvedValueOnce([
|
||||
{ templateSlug: "consensus", group: "size", value: "oneMember" },
|
||||
{ templateSlug: "consensus", group: "orgType", value: "dao" },
|
||||
]);
|
||||
|
||||
const out = await scoreTemplatesByTemplateFacets({
|
||||
templateSlugs: ["consensus", "unknown-slug"],
|
||||
facets: {
|
||||
size: ["oneMember"],
|
||||
orgType: ["dao"],
|
||||
scale: [],
|
||||
maturity: [],
|
||||
},
|
||||
});
|
||||
|
||||
const consensus = out?.find((r) => r.templateSlug === "consensus");
|
||||
const unknown = out?.find((r) => r.templateSlug === "unknown-slug");
|
||||
expect(consensus?.score).toBe(2);
|
||||
expect(consensus?.matchedFacets).toEqual([
|
||||
"size:oneMember",
|
||||
"orgType:dao",
|
||||
]);
|
||||
expect(unknown?.score).toBe(0);
|
||||
});
|
||||
|
||||
it("returns zero when no facets requested", async () => {
|
||||
const out = await scoreTemplatesByTemplateFacets({
|
||||
templateSlugs: ["consensus"],
|
||||
facets: {},
|
||||
});
|
||||
expect(out?.[0]?.score).toBe(0);
|
||||
expect(templateFindManyMock).not.toHaveBeenCalled();
|
||||
});
|
||||
});
|
||||
|
||||
describe("getTemplateFacetSlugSet", () => {
|
||||
it("returns distinct template slugs", async () => {
|
||||
templateFindManyMock.mockResolvedValueOnce([
|
||||
{ templateSlug: "consensus" },
|
||||
{ templateSlug: "do-ocracy" },
|
||||
]);
|
||||
|
||||
const set = await getTemplateFacetSlugSet();
|
||||
expect(set?.has("consensus")).toBe(true);
|
||||
expect(set?.has("do-ocracy")).toBe(true);
|
||||
});
|
||||
});
|
||||
@@ -0,0 +1,132 @@
|
||||
import { describe, it, expect, vi, beforeEach, afterEach } from "vitest";
|
||||
import {
|
||||
deriveRecommendedTemplateSlugs,
|
||||
gridEntriesWithFacetScores,
|
||||
} from "../../lib/templates/templateGridPresentation";
|
||||
import { fetchRankedTemplatesByFacets } from "../../lib/create/fetchTemplates";
|
||||
import type { RuleTemplateDto } from "../../lib/create/fetchTemplates";
|
||||
|
||||
const minimalTemplate = (slug: string, title: string): RuleTemplateDto => ({
|
||||
id: "x",
|
||||
slug,
|
||||
title,
|
||||
category: null,
|
||||
description: null,
|
||||
body: null,
|
||||
sortOrder: 0,
|
||||
featured: false,
|
||||
});
|
||||
|
||||
describe("deriveRecommendedTemplateSlugs", () => {
|
||||
it("returns at most limit slugs in the top score tier (API order for ties)", () => {
|
||||
const templates = ["a", "b", "c", "d", "e", "f"].map((s) => ({ slug: s }));
|
||||
const scores = Object.fromEntries(
|
||||
["a", "b", "c", "d", "e", "f"].map((s) => [
|
||||
s,
|
||||
{ score: 1, matchedFacets: [] as string[] },
|
||||
]),
|
||||
);
|
||||
const set = deriveRecommendedTemplateSlugs(templates, scores, 5);
|
||||
expect(set.size).toBe(5);
|
||||
expect([...set]).toEqual(["a", "b", "c", "d", "e"]);
|
||||
});
|
||||
|
||||
it("only recommends the highest score group, not lower tiers to fill the cap", () => {
|
||||
const templates = ["a", "b", "c", "d", "e"].map((s) => ({ slug: s }));
|
||||
const scores = {
|
||||
a: { score: 4, matchedFacets: [] as string[] },
|
||||
b: { score: 4, matchedFacets: [] as string[] },
|
||||
c: { score: 3, matchedFacets: [] as string[] },
|
||||
d: { score: 3, matchedFacets: [] as string[] },
|
||||
e: { score: 3, matchedFacets: [] as string[] },
|
||||
};
|
||||
const set = deriveRecommendedTemplateSlugs(templates, scores, 5);
|
||||
expect([...set]).toEqual(["a", "b"]);
|
||||
});
|
||||
});
|
||||
|
||||
describe("gridEntriesWithFacetScores", () => {
|
||||
it("sets recommended true only for top compact matches (like card decks)", () => {
|
||||
const t = minimalTemplate("do-ocracy", "Do-ocracy");
|
||||
const [row] = gridEntriesWithFacetScores([t], {
|
||||
"do-ocracy": { score: 3, matchedFacets: ["a"] },
|
||||
});
|
||||
expect(row.recommended).toBe(true);
|
||||
});
|
||||
|
||||
it("does not mark lower-scoring templates recommended when a higher tier exists", () => {
|
||||
const high = [
|
||||
minimalTemplate("a", "A"),
|
||||
minimalTemplate("b", "B"),
|
||||
];
|
||||
const low = minimalTemplate("c", "C");
|
||||
const rows = gridEntriesWithFacetScores([...high, low], {
|
||||
a: { score: 4, matchedFacets: [] },
|
||||
b: { score: 4, matchedFacets: [] },
|
||||
c: { score: 3, matchedFacets: [] },
|
||||
});
|
||||
const rec = rows.filter((r) => r.recommended).map((r) => r.slug);
|
||||
expect(rec).toEqual(["a", "b"]);
|
||||
});
|
||||
|
||||
it("caps top-tier recommended badges to compactRecommendedLimit", () => {
|
||||
const slugs = ["a", "b", "c", "d", "e", "f"];
|
||||
const templates = slugs.map((s) => minimalTemplate(s, s));
|
||||
const scores = Object.fromEntries(
|
||||
slugs.map((s) => [s, { score: 1, matchedFacets: [] as string[] }]),
|
||||
);
|
||||
const rows = gridEntriesWithFacetScores(templates, scores, {
|
||||
compactRecommendedLimit: 5,
|
||||
});
|
||||
expect(rows.filter((r) => r.recommended).map((r) => r.slug)).toEqual([
|
||||
"a",
|
||||
"b",
|
||||
"c",
|
||||
"d",
|
||||
"e",
|
||||
]);
|
||||
});
|
||||
|
||||
it("sets recommended false when score is zero or missing", () => {
|
||||
const t = minimalTemplate("consensus", "Consensus");
|
||||
const [a] = gridEntriesWithFacetScores([t], {
|
||||
consensus: { score: 0, matchedFacets: [] },
|
||||
});
|
||||
const [b] = gridEntriesWithFacetScores([t], {});
|
||||
expect(a.recommended).toBe(false);
|
||||
expect(b.recommended).toBe(false);
|
||||
});
|
||||
});
|
||||
|
||||
describe("fetchRankedTemplatesByFacets", () => {
|
||||
beforeEach(() => {
|
||||
global.fetch = vi.fn();
|
||||
});
|
||||
afterEach(() => {
|
||||
vi.restoreAllMocks();
|
||||
});
|
||||
|
||||
it("parses ok JSON with templates and scores", async () => {
|
||||
const template = minimalTemplate("s", "T");
|
||||
vi.mocked(global.fetch).mockResolvedValue({
|
||||
ok: true,
|
||||
json: async () => ({
|
||||
templates: [template],
|
||||
scores: { s: { score: 1, matchedFacets: ["size:oneMember"] } },
|
||||
}),
|
||||
} as Response);
|
||||
const r = await fetchRankedTemplatesByFacets({
|
||||
facetQuery: "facet.size=oneMember",
|
||||
});
|
||||
expect("error" in r).toBe(false);
|
||||
if (!("error" in r)) {
|
||||
expect(r.templates).toEqual([template]);
|
||||
expect(r.scores.s?.score).toBe(1);
|
||||
}
|
||||
});
|
||||
|
||||
it("returns error when facetQuery is empty", async () => {
|
||||
const r = await fetchRankedTemplatesByFacets({ facetQuery: "" });
|
||||
expect("error" in r).toBe(true);
|
||||
});
|
||||
});
|
||||
Reference in New Issue
Block a user