Personal Production

Priority

ASAP

Status

held

Tier

Tier 1 — Operating business

Owner

Ryan Colston

Started

2026-04-19

Linear: RYR-215 — Mojo→BQ dialing + Morning Brief section (2026-07-23 vault→Linear audit)

Ryan's personal scorecard. He's FUB user 418 with 277 people. Team reports exclude him. This project builds his own production view, separate from team agents.

Why

Ryan tracks his own deals separately from his 27 agents. He's marked dim_agent.exclude_from_team_reports = TRUE so the team rollups don't count him. But he isn't in Looker either, so v_agent_hub's YTD columns are NULL for him. His metrics have to pull from FUB directly.

Without this view, Ryan has no scorecard for his own work — just a spreadsheet feel. The view shipped 2026-04-19 fixes that, and the Mojo / reports / Obsidian wiring will close the loop so personal production rolls into the same morning brief he reads for the team.

Current state

pospj-480915.master_data.v_personal_production shipped 2026-04-19 — single-row view pulling 8 of 9 metrics from FUB (calls, connections, leads, appts set/held, signed, UC, closings) across today / WTD / YTD in America/Chicago. No separate dataset yet. Single source of truth stays in fub_data.*, separation at the view layer.

The view has an editable monorepo home at ~/rylobasic/data-platforms/master-data/sql/v_personal_production.sql and is wired into the Daily Brief (systems/daily-brief/cloud_function/daily_brief/ — queries_personal_view.py, builders.py, models.py). The earlier "dormant since 4/19 / no editable monorepo home / frozen in _source" framing was stale and is corrected here (2026-06-23). The data asset is LIVE and serving — verified via BQ 2026-06-23: Ryan YTD 9 set / 8 signed / 5 closed (1 set WTD). What's genuinely parked is the follow-on dev work, not the asset.

• Status: held (asset live; dev follow-ons parked) · core view live and serving the Daily Brief. Parked: Mojo dialing integration (ytd_dialing_sessions still NULL) + Obsidian daily-note surfacing.
• Last update: 2026-06-23 (state correction — asset verified live, not dormant)
• Blocked on: nothing — Mojo integration is next pull-forward

Next 3 actions

1. Mojo → BigQuery integration: dialing sessions and real call truth.
2. Add Personal section to Morning Brief.
3. Wire Obsidian daily-note integration so the scorecard surfaces in the daily ritual.

Decisions log

• Phase 1 migration order — moved from CCPJ to capri repo
• Portfolio organization framework

Open issues

• Mojo → BigQuery integration
• Morning Brief personal section
• Obsidian daily-note integration
• Decide if personal_production dataset is needed (only when schema diverges — income, goals, prospecting)

References

• Memory: ~/.claude/projects/-Users-rycolston/memory/project_personal_production.md
• Code home: ~/capri/personal-production/
• Next-steps doc: ~/capri/personal-production/NEXT-STEPS.md
• BigQuery view: pospj-480915.master_data.v_personal_production
• Sales motion under Capri: Sales Motion (Seller)
• Brand context: Brand Architecture