Files
Joel Salmon b9d7b0e22b 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>
2026-06-16 21:37:33 -05:00

526 lines
17 KiB
Python

"""Discovery API routes: start a conversation, save responses, generate and
confirm a profile.
All routes are user-scoped via the dual-auth dependency. The MCP server uses
the X-API-Key header and operates under the synthetic admin user; the
browser app uses a Google-issued JWT.
"""
import json
import os
import uuid
from datetime import datetime, timezone
from fastapi import APIRouter, Depends, HTTPException
from sqlalchemy import select
from sqlalchemy.ext.asyncio import AsyncSession
from app import schemas
from app.auth import get_current_user
from app.database import get_db
from app.models import (
DiscoveryConversation,
DiscoveryProfile,
ProfileRevision,
ReflectionMessage,
User,
)
from app.services.extractor import DiscoveryExtractionError, DiscoveryExtractor
from app.services.reflector import (
EDITABLE_FIELDS,
ReflectionCoach,
ReflectionError,
)
from app.services.profile_history import goal_history
router = APIRouter(prefix="/discovery", tags=["discovery"])
def _now() -> datetime:
return datetime.now(timezone.utc)
def _profile_fields(profile: DiscoveryProfile) -> dict:
"""The seven editable prose fields as a plain dict (for snapshots and the
reflector's profile context)."""
return {f: getattr(profile, f) for f in EDITABLE_FIELDS}
def _record_revision(
db: AsyncSession,
profile: DiscoveryProfile,
source: str,
note: str | None = None,
) -> None:
"""Snapshot the profile's editable prose into profile_revision. Caller
commits."""
db.add(
ProfileRevision(
id=str(uuid.uuid4()),
profile_id=profile.id,
user_id=profile.user_id,
source=source,
fields_json=json.dumps(_profile_fields(profile)),
note=note,
created_at=_now(),
)
)
def _to_profile_response(
profile: DiscoveryProfile, extraction_notes: str | None = None
) -> schemas.ProfileResponse:
"""Build a ProfileResponse from a stored profile row."""
confidence = None
if profile.confidence_json:
try:
confidence = schemas.Confidence(**json.loads(profile.confidence_json))
except (json.JSONDecodeError, TypeError, ValueError):
confidence = None
return schemas.ProfileResponse(
id=profile.id,
user_id=profile.user_id,
conversation_id=profile.conversation_id,
generated_at=profile.generated_at,
triad=profile.triad,
probable_type=profile.probable_type,
wing=profile.wing,
instinctual_variant=profile.instinctual_variant,
instinctual_stack=profile.instinctual_stack,
love_summary=profile.love_summary,
strength_summary=profile.strength_summary,
mission_summary=profile.mission_summary,
vocation_summary=profile.vocation_summary,
overlap_narrative=profile.overlap_narrative,
short_term_goals=profile.short_term_goals,
long_term_goals=profile.long_term_goals,
confidence=confidence,
locked=profile.locked,
extraction_notes=extraction_notes,
)
async def _latest_profile(
db: AsyncSession, user_id: str
) -> DiscoveryProfile | None:
stmt = (
select(DiscoveryProfile)
.where(DiscoveryProfile.user_id == user_id)
.order_by(DiscoveryProfile.generated_at.desc())
)
result = await db.execute(stmt)
return result.scalars().first()
async def _owned_conversation(
db: AsyncSession, conversation_id: str, user: User
) -> DiscoveryConversation:
"""Fetch a conversation and assert the caller owns it (admins bypass).
Returns 404 for both 'not found' and 'not yours' so the existence of
other users' conversations isn't leaked."""
conversation = await db.get(DiscoveryConversation, conversation_id)
if conversation is None:
raise HTTPException(status_code=404, detail="Conversation not found")
if conversation.user_id != user.id and user.role != "admin":
raise HTTPException(status_code=404, detail="Conversation not found")
return conversation
@router.post("/start", response_model=schemas.StartResponse)
async def start_conversation(
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
conversation = DiscoveryConversation(
id=str(uuid.uuid4()),
user_id=user.id,
started_at=_now(),
)
db.add(conversation)
await db.commit()
return schemas.StartResponse(conversation_id=conversation.id)
@router.put(
"/{conversation_id}/respond", response_model=schemas.RespondResponse
)
async def save_responses(
conversation_id: str,
payload: schemas.RespondRequest,
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
conversation = await _owned_conversation(db, conversation_id, user)
conversation.prompt_alive = payload.prompt_alive
conversation.prompt_friction = payload.prompt_friction
conversation.prompt_pull = payload.prompt_pull
conversation.prompt_recognition = payload.prompt_recognition
conversation.prompt_future = payload.prompt_future
conversation.prompt_goals_short = payload.prompt_goals_short
conversation.prompt_goals_long = payload.prompt_goals_long
await db.commit()
return schemas.RespondResponse(
conversation_id=conversation_id, status="responses_saved"
)
@router.post(
"/{conversation_id}/complete", response_model=schemas.ProfileResponse
)
async def complete_conversation(
conversation_id: str,
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
conversation = await _owned_conversation(db, conversation_id, user)
responses = {
"alive": conversation.prompt_alive or "",
"friction": conversation.prompt_friction or "",
"pull": conversation.prompt_pull or "",
"recognition": conversation.prompt_recognition or "",
"future": conversation.prompt_future or "",
"goals_short": conversation.prompt_goals_short or "",
"goals_long": conversation.prompt_goals_long or "",
}
if not any(text.strip() for text in responses.values()):
raise HTTPException(
status_code=400, detail="No responses available to analyze"
)
api_key = os.getenv("ANTHROPIC_API_KEY")
model = os.getenv("ANTHROPIC_MODEL", "claude-sonnet-4-6")
try:
extractor = DiscoveryExtractor(api_key=api_key, model=model)
data = await extractor.extract(responses)
except DiscoveryExtractionError as exc:
raise HTTPException(status_code=502, detail=str(exc)) from exc
profile = DiscoveryProfile(
id=str(uuid.uuid4()),
user_id=conversation.user_id,
conversation_id=conversation.id,
generated_at=_now(),
triad=data.get("triad"),
probable_type=_as_int(data.get("probable_type")),
wing=_as_int(data.get("wing")),
instinctual_variant=data.get("instinctual_variant"),
instinctual_stack=data.get("instinctual_stack"),
love_summary=data.get("love_summary"),
strength_summary=data.get("strength_summary"),
mission_summary=data.get("mission_summary"),
vocation_summary=data.get("vocation_summary"),
overlap_narrative=data.get("overlap_narrative"),
short_term_goals=data.get("short_term_goals"),
long_term_goals=data.get("long_term_goals"),
confidence_json=json.dumps(data.get("confidence", {})),
locked=False,
)
conversation.completed_at = _now()
db.add(profile)
_record_revision(db, profile, source="extraction")
await db.commit()
return _to_profile_response(
profile, extraction_notes=data.get("extraction_notes")
)
@router.get("/profile/me", response_model=schemas.ProfileResponse)
async def get_my_profile(
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
profile = await _latest_profile(db, user.id)
if profile is None:
raise HTTPException(status_code=404, detail="No profile for this user")
return _to_profile_response(profile)
@router.patch("/profile/me", response_model=schemas.ProfileResponse)
async def update_my_profile(
payload: schemas.ProfileUpdate,
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
"""Edit the prose of the latest profile. The person owns their words, so
they can revise any summary, the narrative, or their goals — but only
while the profile is unlocked. Affirming (locking) makes it final."""
profile = await _latest_profile(db, user.id)
if profile is None:
raise HTTPException(status_code=404, detail="No profile for this user")
if profile.locked:
raise HTTPException(
status_code=409,
detail="Profile is locked; it can no longer be edited.",
)
updates = payload.model_dump(exclude_unset=True)
if not updates:
raise HTTPException(status_code=400, detail="No fields to update")
for field, value in updates.items():
setattr(profile, field, value)
_record_revision(db, profile, source="manual_edit", note="manual edit")
await db.commit()
await db.refresh(profile)
return _to_profile_response(profile)
@router.put(
"/profile/me/confirm", response_model=schemas.ConfirmResponse
)
async def confirm_my_profile(
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
profile = await _latest_profile(db, user.id)
if profile is None:
raise HTTPException(status_code=404, detail="No profile for this user")
profile.locked = True
await db.commit()
return schemas.ConfirmResponse(status="locked")
# -- Phase 2: AI coach reflection loop ---------------------------------------
async def _reflection_history(
db: AsyncSession, profile_id: str
) -> list[ReflectionMessage]:
stmt = (
select(ReflectionMessage)
.where(ReflectionMessage.profile_id == profile_id)
.order_by(ReflectionMessage.sequence)
)
return list((await db.execute(stmt)).scalars().all())
def _msg_out(m: ReflectionMessage) -> schemas.ReflectionMessageOut:
return schemas.ReflectionMessageOut(
role=m.role,
content=m.content,
sequence=m.sequence,
created_at=m.created_at,
)
@router.get(
"/profile/me/reflection", response_model=schemas.ReflectionThreadResponse
)
async def get_reflection(
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
"""The reflection dialogue so far for the user's latest profile."""
profile = await _latest_profile(db, user.id)
if profile is None:
raise HTTPException(status_code=404, detail="No profile for this user")
history = await _reflection_history(db, profile.id)
return schemas.ReflectionThreadResponse(
messages=[_msg_out(m) for m in history],
profile=_to_profile_response(profile),
)
@router.post(
"/profile/me/reflect", response_model=schemas.ReflectTurnResponse
)
async def reflect_on_profile(
payload: schemas.ReflectRequest,
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
"""Advance the AI-coach reflection loop by one turn.
An empty message starts the loop (the coach's opening reflection); a
non-empty message is recorded as the person's turn before the coach
replies. When the person's input implies a correction, the coach proposes
revisions which are applied to the profile (mirror, not compass) and
snapshotted. Affirming is the separate ``/confirm`` lock.
"""
profile = await _latest_profile(db, user.id)
if profile is None:
raise HTTPException(status_code=404, detail="No profile for this user")
if profile.locked:
raise HTTPException(
status_code=409,
detail="Profile is affirmed and locked; reflection is closed.",
)
history = await _reflection_history(db, profile.id)
next_seq = (history[-1].sequence + 1) if history else 0
person_text = payload.message.strip()
if person_text:
db.add(
ReflectionMessage(
id=str(uuid.uuid4()),
profile_id=profile.id,
user_id=profile.user_id,
role="person",
content=person_text,
sequence=next_seq,
created_at=_now(),
)
)
next_seq += 1
elif history:
# No new message and the loop has already opened — nothing to do.
raise HTTPException(
status_code=400, detail="Provide a message to continue reflecting."
)
coach_history = [
{"role": m.role, "content": m.content} for m in history
]
if person_text:
coach_history.append({"role": "person", "content": person_text})
api_key = os.getenv("ANTHROPIC_API_KEY")
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,
focus=payload.focus,
)
except ReflectionError as exc:
raise HTTPException(status_code=502, detail=str(exc)) from exc
revised = False
revisions = result.get("revisions")
if revisions:
for field, value in revisions.items():
if field in EDITABLE_FIELDS:
setattr(profile, field, value)
revised = True
_record_revision(
db,
profile,
source="reflection",
note=result.get("revision_note") or "reflection revision",
)
coach_msg = ReflectionMessage(
id=str(uuid.uuid4()),
profile_id=profile.id,
user_id=profile.user_id,
role="coach",
content=result["message"],
sequence=next_seq,
created_at=_now(),
)
db.add(coach_msg)
await db.commit()
await db.refresh(profile)
await db.refresh(coach_msg)
return schemas.ReflectTurnResponse(
message=_msg_out(coach_msg),
profile=_to_profile_response(profile),
revised=revised,
revision_note=result.get("revision_note") if revised else None,
)
@router.get(
"/profile/me/revisions",
response_model=list[schemas.ProfileRevisionOut],
)
async def get_profile_revisions(
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
"""The profile's edit/iteration history, newest first."""
profile = await _latest_profile(db, user.id)
if profile is None:
raise HTTPException(status_code=404, detail="No profile for this user")
stmt = (
select(ProfileRevision)
.where(ProfileRevision.profile_id == profile.id)
.order_by(ProfileRevision.created_at.desc())
)
rows = (await db.execute(stmt)).scalars().all()
out = []
for r in rows:
try:
fields = json.loads(r.fields_json)
except (json.JSONDecodeError, TypeError):
fields = {}
out.append(
schemas.ProfileRevisionOut(
id=r.id,
source=r.source,
fields=fields,
note=r.note,
created_at=r.created_at,
)
)
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,
)
async def get_conversation(
conversation_id: str,
db: AsyncSession = Depends(get_db),
user: User = Depends(get_current_user),
):
conversation = await _owned_conversation(db, conversation_id, user)
return schemas.ConversationResponse.model_validate(conversation)
def _as_int(value) -> int | None:
"""Coerce the model's numeric fields to int, tolerating strings/None."""
if value is None:
return None
try:
return int(value)
except (TypeError, ValueError):
return None