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Path B: Individual Coaching

Individual coaching follows the same lifecycle shape as Path A, but the engagement scopes to a person rather than an organization. The access model is the thing under test.

B1. Direct Coaching, No Sponsor​

Visit /engagements/new. Choose Individual coaching as the subject kind. Skip sponsor organization. Pick or invite the coachee by email and complete the wizard.

Expected:

  • engagement_subject_kind='individual'.
  • organization_id IS NULL.
  • individual_user_id is populated.
  • No phase scaffold is created.

Invite a co-coach from People.

Expected:

  • The invite succeeds.
  • The API log indicates membership upsert was skipped for orgless individual coaching.
  • engagement_participants exists.
  • No memberships row exists with a NULL organization.

Useful SQL:

select count(*) from memberships
where user_id = '<invited-user>'
  and organization_id is null;

Expected count: 0.

From here, run Path A steps 7 through 11. There is no phase scaffold to work through.

Stop if invite or participant access returns NOT NULL or foreign-key errors on organization_id.

B2. Sponsored Individual Coaching​

Repeat the individual coaching path, but choose a sponsor organization in the wizard.

Expected:

  • Membership upsert runs normally.
  • A memberships row is created under the sponsor organization.
  • The coachee appears on that organization's roster.

This confirms the orgless behavior did not leak into sponsored coaching.