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feat: prefer the Weekly valuation + streams report starter template#1856

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feat/starter-valuation-template
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feat: prefer the Weekly valuation + streams report starter template#1856
sweetmantech wants to merge 1 commit into
mainfrom
feat/starter-valuation-template

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@sweetmantech

@sweetmantech sweetmantech commented Jul 7, 2026

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Part of #1850 (video/experience parity, item 3 — starter template includes valuation).

What

  • lib/home/findStarterTemplate.ts: the homepage starter task's preference chain is now "Weekly valuation + streams report""Weekly Performance Dashboard" → any Report-tagged template → hidden. The previously preferred dashboard template has no valuation in its prompt (platform stats only), so the starter task never matched the video's valuation-report flow.
  • TDD: new preference test added RED first, then the implementation (4/4 tests in lib/home/__tests__/findStarterTemplate.test.ts).

Template data (already live)

The new /agents template was created in production via POST https://chat.recoupable.dev/api/agent-templates:

  • id ad0a233b-5f6d-4b91-89a6-90a1a8ecfd94, title "Weekly valuation + streams report", tags ["Report"], is_private: false
  • Prompt asks for (a) current estimated catalog valuation with low–high range + week-over-week change, (b) top-track streaming numbers with week-over-week deltas, (c) every cited number linked to its source (house rule for task emails).
  • Verified publicly listed via GET /api/agent-templates.

Verification

Siblings

Cross-repo valuation derivation guard (item 2 of #1850): recoupable/api#765 and recoupable/marketing#44 share a byte-identical golden fixture.

🤖 Generated with Claude Code


Summary by cubic

Make the homepage starter task prefer the "Weekly valuation + streams report" template, with fallbacks to "Weekly Performance Dashboard" and then any "Report"-tagged template. Aligns the starter flow with the valuation report experience from #1850 while keeping the card visible during rollout.

  • New Features
    • Implemented new preference chain in lib/home/findStarterTemplate.ts.
    • Added tests for top preference and dashboard fallback in lib/home/__tests__/findStarterTemplate.test.ts.

Written for commit 33b29d6. Summary will update on new commits.

Review in cubic

The homepage starter task now reaches for the new valuation report
template first (the video's hero flow), keeping Weekly Performance
Dashboard and any Report-tagged template as fallbacks so the card
never disappears while the new template rolls out (chat#1850).

Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
@cursor

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@vercel

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Project Deployment Actions Updated (UTC)
chat Ready Ready Preview Jul 7, 2026 11:08pm

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📥 Commits

Reviewing files that changed from the base of the PR and between 8474780 and 33b29d6.

⛔ Files ignored due to path filters (1)
  • lib/home/__tests__/findStarterTemplate.test.ts is excluded by !**/*.test.* and included by lib/**
📒 Files selected for processing (1)
  • lib/home/findStarterTemplate.ts
✨ Finishing Touches
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  • Create PR with unit tests
  • Commit unit tests in branch feat/starter-valuation-template

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No issues found across 2 files

Confidence score: 5/5

  • Automated review surfaced no issues in the provided summaries.
  • No files require special attention.

Auto-approved: Changes the preferred starter template order in a small, isolated function with updated tests. Low risk: only affects template selection for the homepage starter task.

Re-trigger cubic

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