Plan for week W23 (June 1 – June 7, 2026)
W22 closed mixed: 5 customer touches closed fast (TerryWhite x3 + BuyCo x2 + Prusa), 4 personal/tooling shipped (Pi install, Amp plugin update, plannotator plugin, Hugo site polish). Internal work was literally zero — DAT-576 6th-week NO-FIRE, DAT-524 unblocked via 2-track w/ Thuan, H1 self-reflection + Spark roadmap missed weekend (moving house, real reason logged). W23 must make a decision-in-writing call on DAT-576 ([[Weekly Planning Rules]] §1: “decisions in writing beat decisions in conversation”). Surface upward, don’t re-baseline silently. Lighter slate elsewhere to defend that call.
- P1 — Must Do
- [[Internal]]
- DAT-576 MRR exchange rate — decision-in-writing call (DAT-576) — 7-week carry-over. Forcing-function breached 2x. Mon AM 09:00–10:00: open 1-on-1 / Linear comment w/ explicit ask — re-scope / hand-off / de-prioritize. NOT another scheduled deep-work attempt. ([[Priority Rules]] §3, [[Weekly Planning Rules]] §1 + §4 schedule-instead-of-prioritize anti-pattern.)
- [[Presales]]
- Onboarding call w/ [[Bicycle Transit]] — booked Tue Jun 2, 22:00 VNT (60 min). Invitee Peter Safonov; account owner Chukwudi. Ask: live build of trip-activity dashboard, WTD/MTD/YTD switchable + prior-year comparisons. Prep Mon PM + Tue PM: scaffold demo dataset using Param Field for WTD/MTD/YTD + anchor-metric +
relative_periodpattern from TerryWhite POC2. Don’t ad-lib in the call — pre-validate the modeling pattern w/ a 1-hour POC first ([[Weekly Planning Rules]] §1 “pre-validate playbooks w/ real POC”). Refs: Slack, Calendly. - Help [[Prusa]] w/ extend dataset — Prusa call closed Fri May 29. Chukwudi’s direction: detailed discovery to win his company over; modeling question already resolved → read for context. Thu (presales day) 2h block. Refs: Slack + Ampcode in [[2026-06-01]].
- Onboarding call w/ [[Bicycle Transit]] — booked Tue Jun 2, 22:00 VNT (60 min). Invitee Peter Safonov; account owner Chukwudi. Ask: live build of trip-activity dashboard, WTD/MTD/YTD switchable + prior-year comparisons. Prep Mon PM + Tue PM: scaffold demo dataset using Param Field for WTD/MTD/YTD + anchor-metric +
- [[Teaching]]
- Soạn roadmap Spark cho Yên — slipped 3+ weeks. Sat AM W23 — 4h block. Decision rule: if slipped again, demote P2 + book formal 4h slot, OR hand back to Yên to drive. ([[Priority Rules]] 3+ week rule.)
- [[Personal]]
- H1 self-reflection + CV refresh — slipped 4 weeks. PR cycle imminent. Sat PM + Sun (immovable, [[Weekly Planning Rules]] §1 “defend weekend deep-work slots as meetings”). If slipped again → demote out of P1 + accept reduced prep.
- [[Duty Support]]
- [[TerryWhite Chemmart]] dynamic financial date POC — elevated P2 → P1. Pattern feeds Bicycle Transit Tue Jun 2 call + reusable for any FY-aware customer. Wed deep-work block (anchor metrics +
_v2FYTD/PFYTD). Capture AQL quirks as living-page entries. Refs: Slack, Ampcode POC2.
- [[TerryWhite Chemmart]] dynamic financial date POC — elevated P2 → P1. Pattern feeds Bicycle Transit Tue Jun 2 call + reusable for any FY-aware customer. Wed deep-work block (anchor metrics +
- [[Presales]]
- Power BI to Holistics — narrative and video — elevated P2 → P1 (almost done). Finish edit on 3 recorded videos. Cut 3-min marketing version. Publish
a-linkedin-post.mddraft to anh Khai for review. Thu. Refs: Notion: Demo PBI migration.
- Power BI to Holistics — narrative and video — elevated P2 → P1 (almost done). Finish edit on 3 recorded videos. Cut 3-min marketing version. Publish
- [[Internal]]
- P2 — Should Do
- [[Internal]]
- DAT-524 exclude internal Zoho test accounts (DAT-524) — decoupled from DAT-576 ([[2026-06-01]]). Two tracks: (a) short — Thuan executes (review on my side); (b) long — I plan first. Tue PM: write the long-term plan doc.
- Upgrade
dbt-coreto match prefect — long backlog. Thu PM scoping (30 min).
- [[Presales]]
- PBI agent: ask for data source before implementing — new Backlog (#P2). Tighten
holistics-migrate-power-biskill: prompt for source DB/warehouse before generating AML, not after. Thu — pair w/ narrative/video edit. Refs: Backlog, LEARNING block6a180cad. - PBI: field name override pattern — new Backlog (#P2). Codify snake_case-AML / mixed-case-warehouse override pattern from [[2026-05-28]] into the
holistics-migrate-power-biskill — usedefinition: @sql {{ #SOURCE."OriginalColumn" }}per dimension, not a wrapping query model. Thu — pair w/ above. - Polish document embedding (backlog 69ccaad3-d8f1) — evidence-only, no formalization yet (no 2nd demand signal). Folder for collected refs.
- PBI agent: ask for data source before implementing — new Backlog (#P2). Tighten
- [[Docs]]
- Fix markdown docs not found /
.mdURL suffix — dedup the two open items (W21 P3 + W22 P2). Single PR against holistics/docs, same surface as #1443. Fri ship-batch.
- Fix markdown docs not found /
- [[Internal]]
- P3 — Nice to Have
- [[Logseq]]
- Execute RFC-0005 v2 (agent session extraction) — first vertical slice for Amp threads. Fri ship-batch.
- RFC-0004 PARA W22→W23 batch — slipped W22. Fri.
- Hugo site — add Google auth — new Backlog (#P3). Layer in-app Google sign-in beyond Cloudflare Access. Opportunistic.
- [[Personal]]
- Pi harness — SYSTEM.md improvement (Ampcode). 1h timebox.
- [[Helium Browser]] feedback note after 1 week of use.
- House setup buys ([[2026-05-31]]) — P1 móc treo + tủ lạnh; rest opportunistic.
- [[Docs]]
- Send auto-export PNG feedback to Khai To (draft in Backlog).
- [[Presales]]
- Power BI to Holistics — Themes — demoted P2 → P3 mid-week W22 (Backlog reorg). Pick up only if Fri ship-batch slot has room.
- Showbie loss synthesis — long-running Backlog item (#P3). Same Fri ship-batch tier — pick up if room.
- [[Teaching]]
- Set-based vs row-based thinking; viz resources; pudding.cool.
- [[Logseq]]
- Monitor (no action — wait for external signal)
- [[Wamly]] onboarding —
#holistics-wamly-external. 5+ weeks WAITING. - [[Predictive Index]] — Nam (sales) followed up. Wait for trial-start.
- [[Enhance Fitness]] RFP — Chukwudi (sales) followed up. Wait for trial-start.
- [[TerryWhite Chemmart]] — engine-fix vs canonical-doc reply from anh Tan Huynh.
- [[BuyCo]] hide-tabs — closed “no response” Sun May 31. Off list.
- [[Wamly]] onboarding —
- Focus days suggestion
- Mon (Jun 1): 09:00–10:00 — DAT-576 decision-in-writing call (Linear/1-on-1 ask, not implementation). 10:00–12:00 — backlog grooming + W22 retro cleanup. PM — Bicycle Transit POC scaffolding (Param Field WTD/MTD/YTD + anchor-metric pattern).
- Tue (Jun 2): Data day AM — DAT-524 long-term plan doc (Thuan handoff context). PM 1h — finalize Bicycle Transit POC + screen-share script. 22:00 VNT — Bicycle Transit onboarding call w/ Peter Safonov + Chukwudi (60 min).
- Wed (Jun 3): AM — data-team sync + (if applicable) 4-week 1-on-1 w/ manager + post-call notes for Bicycle Transit. PM — TerryWhite Chemmart dynamic-financial-date POC.
- Thu (Jun 4): Presales day. AM —
dbt-coreupgrade scoping (30 min) + AQL quirks living page. PM — Prusa dataset extension (2h) + PBI demo edit / a-LinkedIn-post draft. - Fri (Jun 5): W23 weekly report + Friday-ship batch (Docs
.md-suffix PR + RFC-0005 v2 slice + RFC-0004 PARA batch). No new deep-work PM. - Sat (Jun 6): AM — Spark roadmap for Yên (4h). PM — H1 self-reflection draft.
- Sun (Jun 7): AM — CV refresh + finalize H1 reflection. PM — house setup buys + Helium feedback note.
- Carry-over watch
Item Since Weeks Action DAT-576 MRR exchange rate W16 (2026-04-13) 7 Mon AM decision-in-writing call — re-scope / hand-off / de-prioritize. NOT another schedule attempt. DAT-524 Zoho test accounts W7 (2026-02-09) 16 Decoupled from DAT-576. Tue PM long-term plan doc. Thuan owns short-term execution. H1 self-reflection + CV W19 (2026-05-04) 4 Sat PM + Sun. Immovable. If slip again → demote out of P1. Soạn roadmap Spark cho Yên W20 (2026-05-11) 3 Sat AM 4h. If slip → demote P2 + book 4h slot, or hand back to Yên. Wamly onboarding W18 (2026-04-27) 5 Monitor #holistics-wamly-external. No active push. 5+ weeks WAITING → consider formal Backlog move.Local-dev demo video W17 → DONE W22 — Closed Thu May 28. Drop from watch. Power BI narrative/video W21 (2026-05-18) 3 Thu finish edit + a-LinkedIn-post review.
- Principles to apply this week ([[Weekly Planning Rules]])
- Decisions in writing beat decisions in conversation — DAT-576 Mon AM = WRITTEN ask, not another deep-work attempt.
- Schedule-instead-of-prioritize anti-pattern — DAT-576 has now slipped 6 Mon-AM slots. The slot is not the problem; the priority ranking is. Surface upward.
- Defend weekend deep-work slots as meetings — Sat AM Spark + Sat PM/Sun H1 reflection are immovable.
- Chained dependencies stay chained → no longer applies: DAT-524 decoupled this week.
- Sales-led customer touches — PI / EF / Wamly stay in Monitor. Don’t manufacture parallel work.
- Friday ship-the-small-thing batch — Fri = retro + Docs PR + RFC-0005 v1 slice + RFC-0004 PARA batch. Proven pattern (W21: 3 PRs; W22: 3 small Logseq/plugin ships).
- Conceptual diagram > long video — PBI demo edit prioritizes the diagram intro per Tableau→Sigma lesson.