Chinh (lelouvincx) / 2026-03-12

Created Thu, 12 Mar 2026 00:00:00 +0000 Modified Mon, 25 May 2026 06:02:25 +0000
341 Words

Notes

  • 99

  • Listing pending issues from linear into logseq

    • DAT-450 Census → HubSpot reverse ETL issue causing stale customer status (e.g., Telio) due to rejected updates.
    • DAT-469 Call-booking data appears to stop after Nov 2024 in lead conversion analytics; needs investigation.
    • DAT-510 Validate holistics-customers logic and add a dashboard tab for period-based customer movement metrics.
    • DAT-524 Exclude internal Zoho test accounts from churn metrics by fixing filters in Zoho events pipeline.
    • DAT-155 Investigate why active users have censored emails in BigQuery customer dataset/report.
    • DAT-163 Improve Prefect production secret management (currently manual), likely toward a vault/as-code workflow.
    • DAT-219 Migrate deprecated Prefect String usage to Variable.
    • DAT-259 Ensure dim_sales_reps keeps historical/ex-rep records instead of nulling old emails.
    • DAT-268 Use Python tempfile in Prefect flows to avoid persistent temp files and cleanup issues.
    • DAT-283 Expand Calendly ingestion to all call types (not only Demo/Onboarding).
    • DAT-371 Investigate Census/HubSpot naming/status inconsistency around MoneySmart/Parts records.
    • DAT-462 JSONB→STRING conversion in BigQuery breaks JSON parsing and impacts downstream logic/reports.
    • DAT-463 Follow-up to identify other places impacted by the same root issue.
    • DAT-504 Investigate mismatch between user list and active-user count in Pencil tenant health dashboard.
    • DOC-36 Merge and simplify cross-model calculation docs into one clearer official guide.
    • I will re-prioritize and complete them as soon as possible. They are all small tasks.
  • Tasks

  • Done

    • TODO Think about how would a normal data team adopt a BI chatbot

    • Candidates

  • DONE Check if with current API is it feasible to support the ticket for passthekeys

  • Continue from ((69a7f8db-8d65-4c0b-9148-a11223fc395a))

  • DONE Reply them as well

    • Test the built holistics skill to see with the well-defined task, can it solve quickly? What are the blockers?
    • Is it possible for customers to self-serve just to install the current skill?
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