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Phase 3: coaching preferences + weekly check-in engine
Add coaching preferences (auto-derived from the profile, user-overridable) and a periodic check-in engine that quotes the person's own words and asks whether their direction still feels valid — mirror, not compass. - Preferences are deterministic: a documented triad mapping (gut → direct/ higher-friction, heart → warm/drift-sensitive, head → reflective/question-led) produces defaults for the six fields (coaching_frequency, coaching_style, misalignment_threshold, friction_tolerance, prefer_questions_over_directives, time_of_day_preference). PUT overrides; regenerate re-derives. - CheckinCoach (app/services/coaching.py): Anthropic-backed; writes a check-in that quotes the person's goals back and asks if the direction still holds. - Endpoints (app/routers/coaching.py): GET/PUT/regenerate preferences; GET/POST checkins; respond (records still_valid); admin POST /run is the weekly batch (due = cadence elapsed + locked profile), intended for a cron. - Models + migration 005: coaching_preferences (per user) and coaching_checkin. - Frontend: coaching.html (preferences form + check-in feed); linked from profile.html. Tests: 68 passing (added deterministic-preference unit tests and coaching endpoint/batch tests; run in-container). README updated for Phase 3. Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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"""add coaching_preferences and coaching_checkin (Phase 3)
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Revision ID: 005
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Revises: 004
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Create Date: 2026-06-16
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Phase 3: coaching preferences (auto-generated from the profile, user-overridable)
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and periodic coaching check-ins that quote the person's own words and ask
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whether their direction still feels valid.
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"""
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from typing import Sequence, Union
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import sqlalchemy as sa
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from alembic import op
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revision: str = "005"
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down_revision: Union[str, None] = "004"
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branch_labels: Union[str, Sequence[str], None] = None
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depends_on: Union[str, Sequence[str], None] = None
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def upgrade() -> None:
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op.create_table(
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"coaching_preferences",
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sa.Column("id", sa.String(), primary_key=True),
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sa.Column(
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"user_id",
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sa.String(),
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sa.ForeignKey("users.id"),
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nullable=False,
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unique=True,
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),
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sa.Column(
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"profile_id",
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sa.String(),
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sa.ForeignKey("discovery_profile.id"),
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nullable=True,
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),
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sa.Column("coaching_frequency", sa.String(), nullable=False),
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sa.Column("coaching_style", sa.String(), nullable=False),
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sa.Column("misalignment_threshold", sa.String(), nullable=False),
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sa.Column("friction_tolerance", sa.String(), nullable=False),
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sa.Column(
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"prefer_questions_over_directives",
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sa.Boolean(),
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nullable=False,
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server_default=sa.text("1"),
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),
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sa.Column("time_of_day_preference", sa.String(), nullable=False),
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sa.Column(
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"auto_generated",
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sa.Boolean(),
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nullable=False,
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server_default=sa.text("1"),
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),
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sa.Column("created_at", sa.DateTime(), nullable=False),
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sa.Column("updated_at", sa.DateTime(), nullable=False),
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)
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op.create_index(
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"ix_coaching_preferences_user_id",
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"coaching_preferences",
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["user_id"],
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)
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op.create_table(
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"coaching_checkin",
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sa.Column("id", sa.String(), primary_key=True),
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sa.Column(
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"user_id",
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sa.String(),
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sa.ForeignKey("users.id"),
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nullable=False,
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),
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sa.Column(
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"profile_id",
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sa.String(),
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sa.ForeignKey("discovery_profile.id"),
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nullable=False,
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),
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sa.Column("body", sa.Text(), nullable=False),
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sa.Column("created_at", sa.DateTime(), nullable=False),
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sa.Column("still_valid", sa.Boolean(), nullable=True),
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sa.Column("response_note", sa.Text(), nullable=True),
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sa.Column("acknowledged_at", sa.DateTime(), nullable=True),
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)
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op.create_index(
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"ix_coaching_checkin_user_id", "coaching_checkin", ["user_id"]
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)
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op.create_index(
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"ix_coaching_checkin_created_at", "coaching_checkin", ["created_at"]
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)
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def downgrade() -> None:
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op.drop_index(
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"ix_coaching_checkin_created_at", table_name="coaching_checkin"
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)
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op.drop_index(
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"ix_coaching_checkin_user_id", table_name="coaching_checkin"
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)
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op.drop_table("coaching_checkin")
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op.drop_index(
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"ix_coaching_preferences_user_id", table_name="coaching_preferences"
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)
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op.drop_table("coaching_preferences")
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