Phase 5: iteration & polish (visualizations, goal history, smart tagging)

Final roadmap phase. No DB migration — it reads data already captured.

- Goal-evolution history: GET /discovery/profile/me/goal-history derives a
  per-goal timeline from the profile_revision snapshots (pure aggregator in
  app/services/profile_history.py).
- Smart tagging: POST /discovery/integration/suggest-foundation suggests which
  foundation a task builds toward + rationale/confidence (FoundationTagger,
  app/services/tagging.py). Suggestion only; the person confirms by posting the
  task mapping.
- Deeper goal-refinement: the reflect loop accepts an optional focus ("goals")
  that steers the coach toward sharpening goals — still mirror, not compass.
- Visualizations: visuals.html renders an Ikigai Venn and an Enneagram diagram
  (plain-language callouts, not the raw type number) plus the goal-evolution
  timeline; linked from profile.html.

Tests: 99 passing (added pure goal-history tests, goal-history + suggest
endpoint tests, reflect-focus passthrough; run in-container). README updated.

This completes the ImpactFlow Vision roadmap (Phases 1-5) on the Discovery side.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
Joel Salmon
2026-06-16 21:37:33 -05:00
parent c4fc1cccd7
commit b9d7b0e22b
14 changed files with 798 additions and 9 deletions
+44 -1
View File
@@ -30,6 +30,7 @@ from app.services.reflector import (
ReflectionCoach,
ReflectionError,
)
from app.services.profile_history import goal_history
router = APIRouter(prefix="/discovery", tags=["discovery"])
@@ -383,7 +384,11 @@ async def reflect_on_profile(
model = os.getenv("ANTHROPIC_MODEL", "claude-sonnet-4-6")
try:
coach = ReflectionCoach(api_key=api_key, model=model)
result = await coach.reflect(_profile_fields(profile) | {"triad": profile.triad}, coach_history)
result = await coach.reflect(
_profile_fields(profile) | {"triad": profile.triad},
coach_history,
focus=payload.focus,
)
except ReflectionError as exc:
raise HTTPException(status_code=502, detail=str(exc)) from exc
@@ -459,6 +464,44 @@ async def get_profile_revisions(
return out
@router.get(
"/profile/me/goal-history", response_model=schemas.GoalHistoryOut
)
async def get_goal_history(
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
"""How the person's near/long-term goals evolved over time, derived from
the profile revision snapshots (Phase 5)."""
profile = await _latest_profile(db, user.id)
if profile is None:
raise HTTPException(status_code=404, detail="No profile for this user")
rev_stmt = (
select(ProfileRevision)
.where(ProfileRevision.profile_id == profile.id)
.order_by(ProfileRevision.created_at)
)
rows = (await db.execute(rev_stmt)).scalars().all()
revisions = []
for r in rows:
try:
fields = json.loads(r.fields_json)
except (json.JSONDecodeError, TypeError):
fields = {}
revisions.append(
{"fields": fields, "source": r.source, "created_at": r.created_at}
)
timelines = goal_history(revisions)
return schemas.GoalHistoryOut(
short_term_goals=[
schemas.GoalHistoryEntry(**e) for e in timelines["short_term_goals"]
],
long_term_goals=[
schemas.GoalHistoryEntry(**e) for e in timelines["long_term_goals"]
],
)
@router.get(
"/conversation/{conversation_id}",
response_model=schemas.ConversationResponse,