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>
This commit is contained in:
Joel Salmon
2026-06-16 21:10:54 -05:00
parent b4d8d17aed
commit 50453901b3
13 changed files with 1317 additions and 1 deletions
+58
View File
@@ -188,3 +188,61 @@ class ProfileRevision(Base):
fields_json: Mapped[str] = mapped_column(Text, nullable=False)
note: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
class CoachingPreferences(Base):
"""Phase 3: how this person wants to be coached. Auto-generated from their
Enneagram/Ikigai profile, then overridable. One row per user."""
__tablename__ = "coaching_preferences"
id: Mapped[str] = mapped_column(String, primary_key=True)
user_id: Mapped[str] = mapped_column(
String, ForeignKey("users.id"), unique=True, nullable=False, index=True
)
# The profile the defaults were derived from (provenance).
profile_id: Mapped[Optional[str]] = mapped_column(
String, ForeignKey("discovery_profile.id"), nullable=True
)
coaching_frequency: Mapped[str] = mapped_column(String, nullable=False)
coaching_style: Mapped[str] = mapped_column(String, nullable=False)
misalignment_threshold: Mapped[str] = mapped_column(String, nullable=False)
friction_tolerance: Mapped[str] = mapped_column(String, nullable=False)
prefer_questions_over_directives: Mapped[bool] = mapped_column(
Boolean, nullable=False, default=True
)
time_of_day_preference: Mapped[str] = mapped_column(String, nullable=False)
# True while still using auto-derived defaults; False once the user edits.
auto_generated: Mapped[bool] = mapped_column(
Boolean, nullable=False, default=True
)
created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
updated_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
class CoachingCheckin(Base):
"""Phase 3: a periodic coaching check-in. The body quotes the person's own
words and asks whether their stated direction still feels valid (mirror,
not compass). The person's answer is recorded in still_valid."""
__tablename__ = "coaching_checkin"
id: Mapped[str] = mapped_column(String, primary_key=True)
user_id: Mapped[str] = mapped_column(
String, ForeignKey("users.id"), nullable=False, index=True
)
profile_id: Mapped[str] = mapped_column(
String, ForeignKey("discovery_profile.id"), nullable=False
)
body: Mapped[str] = mapped_column(Text, nullable=False)
created_at: Mapped[datetime] = mapped_column(
DateTime, nullable=False, index=True
)
# The person's self-assessment: is their direction still valid?
still_valid: Mapped[Optional[bool]] = mapped_column(Boolean, nullable=True)
response_note: Mapped[Optional[str]] = mapped_column(Text, nullable=True)
acknowledged_at: Mapped[Optional[datetime]] = mapped_column(
DateTime, nullable=True
)