Rumblings — Build Plan: Phase 1
Trend Intelligence Platform — March–May 2026
See also: Architecture Blueprint | Roadmap
Period: March–May 2026
Hours: Tom 208h (80h March + 64h April + 64h May) + Tim 64h (32h April + 32h May)
Milestones: M1 (Done Feb 28) → M2 Demo Ready (May 31)
Weeks: W10–W22
Source of truth: build-plan-phase-1.md — HTML is generated from this.
Last updated: 2026-04-14
Timeline Overview
Full Year Overview — March–December 2026
Phase 1: Build
Phase 2: Pilot
Phase 3: Tier 2
Phase 4: Tier 3
Milestone
Now (W16)
Phase 1: Build
Phase 2: Pilot
Phase 3: Tier 2
Phase 4: Tier 3
Milestones
Milestones:
M1: Pipeline Complete (Feb 28) ✓ |
M2: Demo Ready (May 31) |
M3: First Pilots (Jun 30) |
M4: Validation (Jul 31) |
M5: First Revenue (Sep 30) |
M6: Tier 2 Complete (Nov 30)
Phase 1 Detail — W10–W22 (March–May 2026)
Complete
In Progress
Not Started
Conditional
Now (W16)
March
April
May
Tom’s Tracks
✓ Pipeline Unblock + DQ
✓ Collector Expansion
✓ Intelligence Layer
✓ V5 Reports
● V6 SOP Iteration
/report Skill
● Social Signal Research
Demo + Pilot Prep
Legal Docs
Tim’s Tracks (Augmentra)
● Multi-tenancy DDL
Scoped Queries + Val. UI
Auth + Dry Run
WS1 Gate (milestone)
Report Infra (WS2)
Status as at W16 (Apr 14, 2026): 4 of 9 Tom tracks complete. Tim starting WS1 this week. On track for M2 (Demo Ready) by May 31.
Phase 1 Overview
Phase 1 is the build phase. The intelligence layer IS the product — trend detection is table stakes. Every trend getting a ‘So What’ (sector context), a lite ‘Now What’ (basic vertical-level activation suggestions), and generated narrative is what makes Rumblings worth paying for. If the LLM outputs are generic or wrong, nothing else matters. March and April are dominated by making this layer genuinely good.
The revised sequencing: No pilots until June (free). No paid revenue until Q3/Q4. March is case studies + intelligence layer + data quality. Multi-tenancy pulled forward to W16 (Tim Goerner / Augmentra, 2 days/week) — freeing Tom’s May for /report skill + intelligence quality. Build the product that impresses while Tim builds the infrastructure in parallel.
Hour Budget
| Month | Period | Tom Hours | Tim Hours | Theme |
| March | W10–W13 | 80h | — | Case Studies + Intelligence Layer |
| April | W14–W17 | 64h | 32h (W16+) | V6 SOPs + Notifications + Tim: Multi-Tenancy |
| May | W18–W22 | 64h | 32h | /report Skill + Tim: Auth + Portal + Pilot Prep |
Monthly Hour Breakdown
March (80h)
| Stream | Hours |
| Pipeline unblock + reprocess | 14h |
| Data quality (GT fix, dedup, entity) | 17h |
| Collector expansion (7 work items) | 16h |
| Intelligence layer build | 22h |
| Case study writing + tracking | 18.5h |
| Dashboard polish + demo prep | 8.5h |
April — Tom (64h) + Tim (32h from W16)
| Stream | Tom | Tim | Owner |
| V6 SOP iteration + prompt wiring | 14h | — | Tom |
| Notification system (Slack + email) | 14h | — | Tom |
| Edge cases + narrative quality | 8h | — | Tom |
| Legal docs review | 4h | — | Tom |
| Quality reviews with Jen/AJ | 4h | — | Tom |
| Tim onboarding + PR reviews + sprint specs | 8h | — | Tom |
| Spam/bot filter + buffer | 12h | — | Tom |
| Multi-tenancy data model + DDL | — | 14h | Tim |
| Client-scoped query layer | — | 8h | Tim |
| Validation feedback UI (backend start) | — | 4h | Tim |
| Local dev setup + codebase walkthrough | — | 4h | Tim |
| React portal tooling proposal | — | 2h | Tim |
May — Tom (64h) + Tim (32h)
| Stream | Tom | Tim | Owner |
| /report skill (design + build + iterate) | 22h | — | Tom |
| Intelligence quality + calendar events | 8h | — | Tom |
| Quality reviews with founders | 6h | — | Tom |
| Notification polish | 3h | — | Tom |
| Demo prep + dry run | 8h | — | Tom |
| Tim management (PRs, specs, syncs) | 8h | — | Tom |
| Buffer | 9h | — | Tom |
| Auth research + recommend + implement | — | 10h | Tim |
| Validation feedback UI (frontend) | — | 6h | Tim |
| Client onboarding automation | — | 4h | Tim |
| React client portal (scoped views) | — | 8h | Tim |
| End-to-end dry run + WS1 close | — | 4h | Tim |
Work Streams (Updated 2026-04-10 — with Tim Goerner / Augmentra)
| Stream | Category | Tom Hours | Tim Hours | Weeks |
| Intelligence Layer | Intel | ~55h | — | W10–W16 |
| V6 SOP Iteration | Intel | ~14h | — | W14–W16 |
| /report Skill | Intel | ~22h | — | W18–W22 |
| Data Quality | Data | ~20h | — | W10–W12 |
| Collector Expansion | Data | ~16h | — | W11–W13 |
| Case Studies | Client | ~30h | — | W10–W13 |
| Product Polish | Foundation | ~20h | — | W12–W13 |
| Notification System | Delivery | ~17h | — | W15–W17 |
| Legal/Contracts | Ops | ~4h | — | W17 |
| Multi-Tenancy | Foundation | — | ~22h | W16–W18 (Tim) |
| Auth System | Foundation | — | ~10h | W18–W19 (Tim) |
| Validation Feedback UI | Foundation | — | ~10h | W17–W18 (Tim) |
| React Client Portal | Foundation | — | ~8h | W19 (Tim) |
| Client Onboarding | Ops | — | ~4h | W18 (Tim) |
| Pilot Prep + Dry Run | Ops | ~8h | ~4h | W22 |
| Tim Management | Ops | ~16h | — | W16–W22 |
March (80h) — Case Studies + Intelligence Layer
March is the make-or-break month. Tom is pushing to 20h/week because this work directly determines whether the June pilot demo lands. Four parallel streams, all critical.
W10 (Mar 2–8): “Foundation Sprint” — 20h
Capacity: Tom 20h | AJ 4h | Jen 4h | Lori 8h
Day 1 — VPS: Pipeline Unblock
| Task | Hours | PRD | Category | Status |
| Diagnose write failures (11,587 trends not persisting) | 3h | #2301 | Data | ✓ Already resolved (pre-W8 stale number) |
| Fix write failures + validate (100-signal batch) | 3h | #2301 | Data | ✓ Pipeline healthy, 670 trends persisted |
| Commit VPS uncommitted changes | 1h | — | Ops | ✓ Dockerfile.trends committed |
Day 2 — VPS: Data Quality + Audit
| Task | Hours | PRD | Category | Status |
| Full pipeline reprocessing — confirm V2 scoring | 2h | #2301 | Data | ✓ 368 vectors evaluated, 670 persisted |
| Fix Google Trends enrichment relapse | 4h | #2302 | Data | ✓ urllib3 pin + n8n disabled fix, all 23 WFs |
| Intelligence layer architecture audit | 3h | #2001 | Intel | ✓ Architecture doc written, ~50% already built |
Day 3 — Case Studies + Intelligence
| Task | Hours | PRD | Category | Status |
| Select 3–5 case study candidates from archaeology data | 2h | #2101 | Client | ✓ Done Day 1 — 5 candidates selected |
| Run NarrativeGenerator against fresh trends, review 5–10 briefs | 2h | — | Intel | ✓ Done Day 1 — 450 briefs, 0 failures |
| Build ‘So What’ generation (sector context) | 4h | #2002 | Intel | ✓ Done Day 1 — pulled forward from W11 |
Parallel Tracks (Non-Tom)
AJ (0.5 days):
- Review case study shortlist — which resonate for potential clients?
- Confirm AG1 as second case study client or suggest alternative
- Write 1–2 cultural brief examples from Lounge Lovers lens
Jen (0.5 days):
- Write AG1 client profile (vertical, credibility zones, seed terms)
- Write 1–2 cultural brief examples (health/wellness vertical)
- Review existing 8 cultural brief examples for quality
Lori (1 day):
- Select her case study client (third vertical) — deadline this week
- Begin legal research: ToS template for SaaS trend intelligence
- Write 1 cultural brief example from her client’s vertical
W10 Success Criteria
- ✓ Write failures fixed — trends persisting (zero failures on reprocess) ✓ Day 1
- ✓ Full pipeline reprocessed with V2 scoring ✓ Day 1 (368 vectors, 670 trends)
- ✓ Google Trends enrichment working (urllib3 + n8n disabled fix) ✓ Day 1
- ✓ Intelligence layer architecture audit complete ✓ Day 1 (docs/INTELLIGENCE-LAYER-ARCHITECTURE.md)
- ✓ 3–5 case study candidates selected with rationale ✓ Day 1 (5 selected: Clean Girl, Balletcore, Dubai Choc, Brat, Hot Honey)
- ✓ VPS git state clean ✓ Day 1
- ✓ AG1 client profile drafted (Jen) ✓
- ✓ Lori’s case study client selected ✓ Bumble confirmed
W11 (Mar 10–14): “Collector Expansion + Dedup + Case Studies” — 20h
New scope (added 2026-03-03): Intelligence layer tasks pulled forward to W10, freeing W11 for collector expansion work. See collector-expansion-plan for full details and risk assessment.
Day 1 — Collector Expansion: HN + Trade Press + Pinterest
| Task | Hours | PRD | Category | Status |
So What generation (#2002) | — | #2002 | Intel | ✓ DONE in W10 (pulled forward) |
Build lite ‘Now What’ suggestions | — | #2003 | Intel | ✓ DONE in W10 (pulled forward) |
Build report narrative generation | — | #2004 | Intel | ✓ DONE in W10 (pulled forward) |
| HN Algolia Seed Term Collector (with Firebase fallback) | 4h | #2401 | Data | ✓ Deployed W10 (pulled forward) |
| Trade Press sheet migration to main seed terms | 0.5h | #2404 | Data | ✓ Done W10 (RSS consolidation) |
| Pinterest Trends interest expansion (home_decor, design +3) | 0.5h | #2402 | Data | ✓ Deployed W10 (pulled forward) |
Day 2 — Data Quality: Dedup + GDELT Fix
| Task | Hours | PRD | Category | Status |
| Fuzzy dedup implementation | 6h | #1602, #2410–2413 | Data | ✓ Complete — design, build, integrate, verify. 20% term reduction. Deployed. |
| GDELT tone data fix (artgallery mode) | 2h | #2405–2408 | Data | ✓ Root cause: artlist API. Lexicon 200→753 words, EI denominator fixed. Deployed commit 5b2931b. |
Day 3 — Case Study Writing + Tumblr
| Task | Hours | PRD | Category | Status |
Start retrospective case study writing | 4h | #2102, #2419 | Client | ✓ CUT — client case studies (AG1/Bumble/LL) are the priority |
| Tumblr trending tags (add passive disc) | 1.5h | #2409 | Data | ✓ Discovery terms deployed, 8 probes, 6,119 signals (verified Mar 16) |
W11 Success Criteria
- ✓ ‘So What’ generation producing sector-specific context for every scored trend ✓ Done in W10
- ✓ Lite ‘Now What’ generating basic vertical-level suggestions ✓ Done in W10
- ✓ Report narrative generation composing trend stories ✓ Done in W10
- ✓ HN Algolia seed term collector deployed ✓ Done in W10 (pulled forward from W11)
- ✓ Trade Press migrated to main seed terms sheet ✓ Done W10 (RSS consolidation)
- ✓ GDELT tone data flowing — lexicon expanded, EI denominator fixed ✓ Deployed commit
5b2931b
- ✓ Tumblr hybrid — trending tags + seed term search ✓ 8 discovery terms, 6,119 signals (verified Mar 16)
- ✓ Fuzzy dedup: design, build, integrate, verify — complete ✓ 20% term reduction, deployed
- ✓
First retrospective case study draft complete CUT — focusing on client case studies instead
W12 (Mar 17–21): “V3 Case Studies + Entity Resolution + Collector Compliance” — 20h
Updated 2026-03-13: Restructured around V3 case study reports as #1 priority. All 3 founders reviewed V1/V2 and provided feedback — consolidated into 10 themes, 7 must-haves (see 06-Research/trend-report-feedback/v3-analysis/). V3 is a presentation + curation exercise, not a pipeline rebuild. Deep prompt iteration stays in W14. DataForSEO dropped — will attempt GT rate-limiting fix instead.
Updated 2026-03-22 (replan): W12 was consumed by infrastructure work — Steve Review (codebase audit, shared DB factory, API auth, god-file split), SessionStart hook fix, Todoist migration, CLAUDE.md surgery + quality gate hooks. All valuable but off critical path. 5 planned items carried to W13.
Day 1 — V3 Template + Entity Resolution
| Task | Hours | PRD | Category | Status |
| V3 report template — taxonomy, actionability tiers, source transparency, plain-language blocks | 3h | #2421–2422 | Client | [CARRIED W12→W13] Driven by founder feedback analysis |
| Entity resolution: integrate into signal aggregator | 3h | #1706, #2416–2418 | Data | ✓ Integrated during W11 build |
Wikipedia Seed Term Collector (pageview lookups) | 4h | #2403 | Data | ✓ Deployed W10 (pulled forward) |
Dashboard client-readiness audit | 2h | #2201 | Foundation | ✓ Audit complete W11 (Workstream C) |
Set up live tracking case studies | 4h | #2103, #2451 | Client | ✓ Case study tracker built W11 (Workstream C) |
Day 2 — Collector Compliance + Pinterest Cleanup
| Task | Hours | PRD | Category | Status |
| Collector ToS compliance review (all sources) w/ Grace | 3h | — | Ops | [CARRIED W12→W13] Grace (intern) joining for this |
| Pinterest compliance VPS cleanup [CARRIED W11-A] | 2h | #2906 | Data | ✓ DONE Mar 16 — 17,473 records cleaned, 0 raw fields, both WFs disabled |
Day 3–4 — V3 Report Generation + Manual Curation
| Task | Hours | PRD | Category | Status |
| V3 report generation + manual curation — regenerate 3 reports with dedup + entity res data, curate actionability tags, top signals, rewritten briefs, expanded gap analysis | 5h | #2421–2422 | Client | [CARRIED W12→W13] Depends on template + entity res |
| Google Trends: rate-limiting fix attempt | 2h | #1913 | Data | [CARRIED W12→W13] DataForSEO dropped — try rate limiting |
W12 Unplanned Work (actually completed)
| Task | Hours | Category | Status |
| Steve Review — full codebase architectural audit | 4h | DevOps | ✓ Shared DB factory, API auth, god-file split |
| SessionStart hook — fix date/time bug (PowerShell-first) | 1h | DevOps | ✓ Hook fires on session start, correct timezone |
| Todoist sections — migrate weekly-priorities.md to Todoist | 1.5h | Ops | ✓ 5 sections created, 14 tasks migrated |
| CLAUDE.md surgery + quality gate hooks | 3h | DevOps | ✓ 78-89% CLAUDE.md trim, 4 hooks created |
W12 Success Criteria
- ✓ Wikipedia seed term collector deployed (pageview spike detection) ✓ Done in W10 (pulled forward)
- ✓ Dashboard client-readiness audit completed (Workstream C) ✓ Done in W11
- ✓ Live tracking case studies initiated ✓ Done in W11 (Workstream C)
-
V3 report template built [CARRIED W12→W13]
-
V3 reports generated and published [CARRIED W12→W13]
- ✓ Entity resolution integrated during W11 build (confirmed W13, commit ca61688)
-
Collector ToS compliance review [CARRIED W12→W13]
- ✓ Pinterest VPS cleanup complete ✓ Mar 16 — 17,473 records cleaned, 0 raw fields, both WFs disabled
- ✓ Tumblr trending tags deployed ✓ Mar 16 — 8 discovery terms, 6,119 signals verified
-
Google Trends rate-limiting fix [CARRIED W12→W13]
- ✓ Unplanned: Steve Review — codebase audit, shared DB factory, API auth, dep cleanup ✓ Mar 21
- ✓ Unplanned: SessionStart hook + Todoist migration + CLAUDE.md surgery + quality hooks ✓ Mar 21
W13 (Mar 24–28): “W12 Critical Path Catchup” — 16.5h
Updated 2026-03-22 (replan): Restructured to absorb W12 spillover. Original W13 items (dashboard polish, demo prep, case study presentations, cultural briefs) deferred to W14 — they depend on V3 reports existing anyway.
Updated 2026-03-26 (replan): Day 1 (Tue) cleared all planned tasks plus major unplanned pipeline surgery (n8n upgrade 2.2.4→2.13.3, Code→noOp migration, API key fix, ghost trend archival, dedup run, V5 reports shipped). Day 2 (Thu) repurposed for pipeline verification, data quality cleanup, and W13 close-out. YouTube collector also deployed (10th source).
Day 1 (Tue) — Quick Wins + V3 Template + Entity Resolution
| Task | Hours | PRD | Category | Status |
| Set PIPELINE_API_KEY on VPS + restart pipeline-api | 0.25h | — | DevOps | ✓ Done Mar 24 — Bearer token auth active on 9 endpoints |
| Fix laptop GitHub auth (HTTPS expired) | 0.25h | — | DevOps | ✓ Done Mar 24 — SSH key configured for github.com |
| V3 report template — taxonomy, actionability tiers, source transparency, plain-language blocks | 3h | #2421–2422 | Client | ✓ Done Mar 24 — V3→V4→V5 template evolution complete |
| Entity resolution: integrate into signal aggregator | 3h | #1706, #2416–2418 | Data | ✓ Done Mar 24 — confirmed working (commit ca61688) |
Day 2 (Thu) — V3 Reports + Google Trends
| Task | Hours | PRD | Category | Status |
| V3→V5 report generation — 5 iterations shipped, sent to AJ/Jen/Lori for feedback by Mar 27 | 5h | #2421–2422 | Client | ✓ Done Mar 24 — V5 reports published to web.rumblings.io |
| Google Trends: rate-limiting fix attempt | 0.5h | #1913 | Data | ● Investigation in progress — documenting findings Mar 26 |
Day 3 (Fri flex) — ToS Review
| Task | Hours | PRD | Category | Status |
| Collector ToS compliance review (all sources) w/ Grace | 3h | — | Ops | ✓ Done W12 — triggered Pinterest ephemeral cleanup (17,473 records) |
W13 Unplanned Work (actually completed)
| Task | Hours | Category | Status |
| n8n upgrade 2.2.4→2.13.3 + Code→noOp migration + API key fix | 3h | DevOps | ✓ Done Mar 25 — all 3 pipeline workflows fixed (Preparer/Evaluator/Persister) |
| Ghost trend archival (73K zero-evidence trends) | 0.25h | Data | ✓ Done Mar 24 — status='archived' for signal_count=0 trends |
| Trend dedup run (merge_fragmented_trends.py) | 1h | Data | ✓ Done Mar 24 — merge plan generated, execution pending review |
| Pipeline DQ fixes (contribution floor, entity extraction gate) | 2h | Data | ✓ Done Mar 24 — 176K→77K evidence rows, ~30K signals/week unblocked |
| V5 pipeline quality reports (AG1, Bumble, Lounge Lovers) | 3h | Client | ✓ Done Mar 24 — shipped to founders, feedback due Mar 27 |
| YouTube collector deployed (10th source — trending + search) | 2h | Data | ✓ Done Mar 25 — quota-aware, zero-engagement filter, 50+ signals/day target |
| Daily LLM QA system (3-pass, Gemini Flash, cron 6am AEST) | 1.5h | Intel | ✓ Done Mar 24 — automated quality checks across all 3 verticals |
W13 Success Criteria
- ✓ V3 report template built — reflects all 7 must-haves from founder feedback ✓ Mar 24 (evolved to V5)
- ✓ Entity resolution deployed in pipeline — confirmed working (commit ca61688) ✓ Mar 24
- ✓ V3→V5 reports generated and published for all 3 clients ✓ Mar 24
- ● Google Trends rate-limiting fix — investigation in progress, documenting findings Mar 26
- ✓ Collector ToS compliance review complete ✓ Done W12 (triggered Pinterest cleanup)
- ✓ Pipeline API auth activated on VPS ✓ Mar 24
- ✓ GitHub auth fixed — SSH key configured ✓ Mar 24
- ✓ Bonus: n8n upgraded + pipeline workflows fixed ✓ Mar 25
- ✓ Bonus: YouTube collector deployed (10th source) ✓ Mar 25
- ✓ Bonus: Daily LLM QA system live ✓ Mar 24
- ✓ Bonus: 73K ghost trends archived, pipeline DQ significantly improved ✓ Mar 24
March Deliverables
- ✓ Write failures resolved — pipeline processing 100% of trends ✓ W10
- ✓ Google Trends enrichment restored (rate limiting fix deployed W10, monitoring) — Note: relapsed Feb 25, investigation ongoing W13
- ✓ Intelligence layer: ‘So What’ + lite ‘Now What’ generating sector context ✓ W10
- ✓ NarrativeGenerator integrated with intelligence layer ✓ W10
- ✓ Fuzzy dedup live in pipeline ✓ W11 (20% term reduction)
- ✓ Entity resolution live in pipeline ✓ W11 build, W13 confirmation (commit ca61688)
- ✓ Collector expansion (8 items):
HN Algolia ✓, Wikipedia pageviews ✓, GDELT tone ✓ W11, Tumblr trending ✓ Mar 16, Trade Press migration ✓, Pinterest interests ✓, YouTube ✓ W13 (7/8 done + GT in progress)
- ✓ Seed term coverage: 10 of 12 collectors using seed terms sheet (up from 6) — HN, Wikipedia, YouTube now seed-aware
- ✓ V5 case study reports — 3 client reports (AG1, Bumble, Lounge Lovers) shipped ✓ W13
- ✓ Live tracking case studies initiated ✓ W11 (Workstream C)
- ✓ Dashboard client-readiness audit completed ✓ W11 (Workstream C)
- ✓ Collector ToS compliance review with Grace ✓ W12 (triggered Pinterest cleanup)
- Demo flow + presentation materials (deferred to W14)
- ✓ Unplanned: Steve Review — shared DB factory, API auth, god-file split, dep cleanup ✓ W12
- ✓ Unplanned: Quality gate hooks, SessionStart fix, Todoist migration, CLAUDE.md surgery ✓ W12
- ✓ Unplanned: n8n upgrade 2.2.4→2.13.3 + Code→noOp pipeline fix ✓ W13
- ✓ Unplanned: YouTube collector (10th source) ✓ W13
- ✓ Unplanned: Pipeline DQ overhaul (ghost archival, contribution floor, entity gate, daily QA) ✓ W13
- ✓ Unplanned: V5 reports (5 iterations from V1→V5, shipped to all founders) ✓ W13
April (64h) — Intelligence Deep + Demo Ready
April is about quality. The intelligence layer exists from March — now it needs to be GOOD. Jen and AJ start reviewing outputs and providing feedback. The notification system gets built so pilots can receive intelligence via both Slack Connect and email from day one.
W14 (Mar 31–Apr 4): “V6 Report Quality — V5 Feedback Response” — 16h
Updated 2026-03-31 (replan): Rewritten after V5 founder feedback received (all 3 founders reviewed, synthesis in 06-Research/trend-report-feedback/v5/00-synthesis.md). V5 not client-ready — 8 must-fix blockers identified. V6 SOP system launched (Google Docs). Product vision interview added (Apollo Group reframes as business strategy tool). Dashboard polish, demo prep, case study materials, cultural briefs deferred to W15-W16 — intelligence quality is the bottleneck, not presentation.
V5 feedback synthesis: Scoring works, signal quality clean, data cleanup visible. Blockers: “Emerging” framing wrong, no plain-language descriptions, observation tone not authority, no prioritisation, bot spam in engagement, established-vs-emerging conflated, no fact-checking stage, factual errors.
Day 1 (Tue) — Vision + V6 SOP Iteration (Must-Fix Blockers 1-4)
| Task | Hours | PRD | Category | Status |
| Product vision interview with Aria — Apollo Group reframes product | 1.5h | — | Ops | |
| V6 SOP: Replace “Emerging” framing with honest language | 2h | #2501 | Intel | |
| V6 SOP: Add plain-language descriptions + “So What” per trend | 2h | #2502–2503 | Intel | |
| Fix LL client context (mid-market) + Bumble celibacy error | 0.5h | — | Intel | ✓ Done — YAML + V5 HTML updated |
| W13 tail: review dedup merge SQL + git commit pending fixes | 1h | — | Data | ✓ Done — 387 merges applied, fixes already committed |
Day 2 (Thu) — V6 SOP Iteration (Must-Fix 5-8) + Pipeline Work
| Task | Hours | PRD | Category | Status |
| V6 SOP: Authoritative tone + scoring glossary | 1.5h | #2504–2507 | Intel | |
| V6 SOP: Established-vs-emerging classification logic | 1.5h | #2506 | Intel | |
| Build spam/bot filter for engagement signals | 2h | — | Data | |
| Design trend archaeologist fact-checking stage | 2h | — | Intel | |
| Implement 15 new AG1 seed terms (Jen’s additions) | 0.5h | — | Data | ✓ Done — 27 rows in Google Sheet, collectors live |
| Update PRD/TRD/feature gap matrices with V5 feedback | 1h | — | Ops | ✓ Done — PRD, TRD, gap analysis all updated |
W14 Deferred Items (moved to W15-W16)
| Task | Original | New Target | Reason |
| Dashboard visual polish | W14 Day 1 | W15 | Intelligence quality is the bottleneck |
| Demo flow preparation | W14 Day 2 | W16 | Reports must be good before demo prep |
| Case study presentation materials | W14 Day 3 | W16 | Depends on V6 report quality landing |
| Write cultural brief examples (2 more) | W14 Day 3 | W15 | Can parallel with notification design |
W14 Success Criteria
- Product vision interview complete — Apollo Group positioning captured for Jen
- V6 SOPs updated with all 8 must-fix items from V5 feedback
- First V6 report generated using updated SOPs — ready for founder spot-check
- ✓ LL client context corrected, Bumble factual error fixed ✓ Mar 31
- Spam/bot filter filtering engagement signal noise
- Trend archaeologist stage designed (architecture, not full build)
- ✓ AG1 seed terms expanded (15 new terms across 3 categories) ✓ Mar 31
- ✓ PRD/TRD/feature gap matrices updated with V5 feedback + March builds ✓ Mar 31
- ✓ W13 campaign closed (dedup SQL applied, git commits pushed) ✓ Mar 31
W15 (Apr 7–11): “V6 SOPs + Notification Design + Tim Prep” — Tom 16h
Updated 2026-04-10 (replan): Rewritten to reflect actual W15 priorities. V6 SOP iteration is the real bottleneck (V5 feedback: 8 must-fix blockers). Tim Goerner (Augmentra, $270/day, 2 days/week) starting W16. This week: prep his sprint spec, DB snapshot, and GitHub access.
Tom Day 1 (Tue) — V6 SOPs + Lori Session Prep
| Task | Hours | PRD | Category | Status |
| Set up thinking partner skill for Lori’s Claude Code | 0.5h | — | Ops | |
| V6 SOP iteration — must-fix blockers 1-4 | 4h | #2501–2503 | Intel | |
| Wire V6 prompts to new SOP architecture (start) | 2h | — | Intel | |
| Prepare Tim onboarding: sanitised DB snapshot | 1.5h | — | Ops | |
Tom Day 2 (Thu) — V6 SOPs + Tim Sprint Spec
| Task | Hours | PRD | Category | Status |
| V6 SOP iteration — must-fix blockers 5-8 | 4h | #2504–2507 | Intel | |
| Write Tim sprint 1 spec: API contract + multi-tenancy DDL | 2h | — | Ops | |
| Provision GitHub repo access (contributor) + share context docs | 0.5h | — | Ops | |
| Design notification abstraction layer | 1.5h | #2511–2513 | Delivery | |
W15 Success Criteria
- V6 SOPs updated with all 8 must-fix items from V5 feedback
- V6 prompts wired to new SOP architecture (at least started)
- Tim sprint 1 spec written (API contract + multi-tenancy task list)
- Sanitised DB snapshot prepared for Tim
- GitHub contributor access provisioned
- Notification abstraction layer designed
- Lori thinking partner skill set up for Monday session
W16 (Apr 14–18): “Tim Starts + Intelligence Quality” — Tom 14h + Tim 14h
Tim Goerner (Augmentra) starts this week. Tim works on multi-tenancy foundation while Tom focuses on V6 prompt wiring and intelligence quality. Slack Connect (#2541–2543) deferred to Phase 2 — email delivery via /report skill is sufficient for 2-3 free pilots.
Tom Day 1 (Tue) — Tim Prep + Intelligence Quality
| Task | Hours | PRD | Category | Status |
| Tim onboarding prep (DB snapshot, spec, docs) | 4h | — | Ops | ✓ |
| Resolve Jen’s Vertical Lens SOP decisions | 1h | — | Intel | ✓ |
| Fix quality gate hooks (6 scenarios) | 1.5h | — | DevOps | ✓ |
| Wire V6 prompts continued | 2h | — | Intel | |
Tom Day 2 (Thu) — V6 Prompts + Quality Review
| Task | Hours | PRD | Category | Status |
| Wire V6 prompts to SOP architecture | 4h | — | Intel | |
| Quality review round 1 with Jen/AJ | 2h | #2551 | Intel | |
| Tim first PR review | 1.5h | — | Ops | |
| Build spam/bot filter for Bumble engagement | 1h | — | Data | |
Tom Evening — PRD Refactor + Social Research Planning
| Task | Hours | PRD | Category | Status |
| Thinking partner session — 5 decisions for MECE refactor | 2h | — | Ops | ✓ |
| MECE refactor: 62 Tom items → 23 (archive 24, collapse 31) | 1.5h | — | Ops | ✓ |
| Update all planning layers (phase-1, impl plan, timeline) | 2h | — | Ops | ✓ |
| Social scraping research brief written | 0.5h | #2935 | Research | ✓ |
Tim Day 1 — Setup + Data Model Design
| Task | Hours | PRD | Category | Status |
| Local dev setup against DB snapshot | 2h | — | Onboarding | |
| Codebase familiarisation (api/, infra/sql/, etc) | 2h | — | Onboarding | |
| Multi-tenancy data model design (ERD + DDL) | 3h | #3001 | Foundation | |
Tim Day 2 — Client Tables DDL
| Task | Hours | PRD | Category | Status |
First PR: clients, client_verticals, client_terms, client_preferences DDL scripts | 5h | #3001 | Foundation | |
| React portal tooling proposal (research + recommend framework) | 2h | — | Foundation | |
W16 Success Criteria
- Tim local dev environment working against DB snapshot
- Multi-tenancy DDL PR submitted (4 tables, raw SQL, follows init_schema.sql patterns)
- React portal tooling proposal submitted for Tom’s review
- V6 prompts wired to new SOP architecture
- First quality review completed with Jen/AJ
- ✓ Quality gate hooks fixed (11/11 scenarios passing)
- ✓ Vertical Intelligence Layer designed, PRD #2920 added
- ✓ PRD MECE refactor complete — 62→23 Tom items, 35 total active
- ✓ Thinking partner: 5 branches closed (case studies, email, notifications, onboarding, social research)
- ✓ Social scraping research brief written, pending co-founder review (#2935)
W17 (Apr 21–25): “V6 Wiring + Scoped Queries + Research Plan” — Tom 14h + Tim 14h
Restructured 2026-04-14 (MECE refactor): Email delivery removed (premature for pilots — manual delivery sufficient). Tom focuses on V6 prompt wiring (#2932), intelligence edge cases (#2922), and social research plan review (#2935). Tim continues multi-tenancy foundation.
Tom Day 1 (Tue) — V6 Prompt Wiring + Edge Cases
| Task | Hours | PRD | Category | Status |
| V6 prompt wiring — wire SOPs into narrative_generator.py | 4h | #2932 | Intel | |
| Intelligence edge cases — insufficient data + low confidence | 2h | #2922 | Intel | |
| Social research plan — review co-founder feedback, refine scope | 1h | #2935 | Research | |
Tom Day 2 (Thu) — V6 Continued + PR Reviews
| Task | Hours | PRD | Category | Status |
| V6 prompt wiring continued | 3h | #2932 | Intel | |
| GT enrichment expansion to all sources | 2h | #2924 | Data | |
| Tim PR reviews (~2 PRs) | 2h | — | Ops | |
Tom Evenings — Social Research Execution Start
| Task | Hours | PRD | Category | Status |
| Social scraping research — begin execution (if approved) | 2-3h | #2936 | Research | |
Tim Day 1 — Client-Scoped Query Layer
| Task | Hours | PRD | Category | Status |
| Client-scoped query layer (all intelligence queries filter by client_id) | 7h | #3002 | Foundation | |
Tim Day 2 — Scoped Queries + Validation UI Backend
| Task | Hours | PRD | Category | Status |
| Client-scoped queries: negative test cases (data isolation) | 2h | #3003 | Foundation | |
| Validation feedback UI — backend (FastAPI routes) | 4h | #3004 | Foundation | |
| Client onboarding script — first pass | 1h | #3005 | Ops | |
W17 Success Criteria
- V6 prompts wired to SOP architecture — first V6 report generated
- Intelligence edge cases handled (data sufficiency + confidence thresholds)
- GT enrichment expanded to all collector sources
- Social research plan reviewed by co-founders (gate for execution)
- Every intelligence query is client-aware (negative test cases pass)
- Validation feedback backend: FastAPI routes for confirm/reject/reclassify
April Deliverables
- V6 SOPs iterated — all 8 must-fix blockers from V5 feedback addressed
- V6 prompts wired to new SOP architecture (#2932)
- Intelligence layer quality-reviewed by Jen + AJ (#2551)
- Intelligence edge cases handled (#2922)
- GT enrichment expanded to all sources (#2924)
- ✓ PRD MECE refactor — 62→23 Tom items, 35 total active
- ✓ Social research brief written, co-founder review pending (#2935)
- Tim WS1: Multi-tenancy tables deployed (#3001)
- Tim WS1: Client-scoped query layer, data isolation verified (#3002, #3003)
- Tim WS1: Validation feedback UI backend (#3004)
May (64h Tom + 32h Tim) — /report Skill + Tim WS1 Completion + Pilot Prep
May splits into two parallel tracks. Tom builds the /report skill (the core client deliverable), polishes intelligence quality, and continues social research in evenings. Tim completes WS1 (auth, validation UI, onboarding, dry run). WS2 scope decided at trial gate (end W19). Email delivery deferred — manual for pilots, Tim’s WS2 (#3013) if needed later.
W18 (Apr 28–May 2): “Calendar Events + /report Design + Validation UI” — Tom 14h + Tim 14h
Tom Day 1 (Tue) — Calendar Events + Client Folders
| Task | Hours | PRD | Category | Status |
| Calendar events DB table + initial data load | 4h | #2910 | Intel | |
| Client folder setup — 3 pilot client profiles | 3h | #2911 | Client | |
Tom Day 2 (Thu) — /report Design + PR Reviews
| Task | Hours | PRD | Category | Status |
| /report skill — design session (architecture) | 4h | #2914 | Intel | |
| SOP review (credibility + theme SOPs) | 1h | #2913 | Intel | |
| Tim PR reviews | 2h | — | Ops | |
Tom Evenings — Social Research Continues
| Task | Hours | PRD | Category | Status |
| Social scraping research execution | 2-3h | #2936 | Research | |
Tim Day 1 — Validation UI Frontend
| Task | Hours | PRD | Category | Status |
| Validation feedback UI — frontend (Jen/AJ can confirm/reject/reclassify trends) | 7h | #3004 | Foundation | |
Tim Day 2 — Minimal Auth + Onboarding
| Task | Hours | PRD | Category | Status |
| Minimal auth (API key + unique URL per client) | 4h | #3006 | Foundation | |
| Client onboarding script — completion | 3h | #3005 | Ops | |
W18 Success Criteria
- Calendar events table deployed with initial data
- 3 pilot client profiles created (AG1, Bumble, Lounge Lovers)
- /report skill architecture designed
- Validation feedback UI functional — Jen/AJ can use it
- Minimal auth implemented (API key + unique URL)
- Client onboarding script creates a client in under 5 minutes
W19 (May 5–9): “/report Foundation + WS1 Gate” — Tom 13h + Tim 14h
Tom Day 1 (Tue) — /report Foundation
| Task | Hours | PRD | Category | Status |
| /report skill — foundation build (SOP integration, client folder reading) | 7h | #2914 | Intel | |
Tom Day 2 (Thu) — /report Cont. + WS1 Review
| Task | Hours | PRD | Category | Status |
| /report skill — foundation build continued | 3h | #2914 | Intel | |
| WS1 trial review with Tim (pass/fail/extend) | 1.5h | — | Ops | |
| Tim PR reviews | 1.5h | — | Ops | |
Tim Day 1 — E2E Dry Run Prep
| Task | Hours | PRD | Category | Status |
| End-to-end pilot dry run (onboard fake client → auth → scoped trends → validate) | 4h | #3007 | Ops | |
| WS1 cleanup + documentation | 3h | — | Ops | |
Tim Day 2 — WS1 Gate + WS2 Planning
| Task | Hours | PRD | Category | Status |
| Fix dry run issues | 4h | — | Ops | |
| WS1 gate review with Tom | 1h | — | Ops | |
| WS2 scope discussion (if WS1 passes) | 2h | — | Ops | |
W19 Success Criteria
- /report skill foundation working (reads client folder + SOPs + API data)
- End-to-end dry run passes (onboard → auth → scoped trends → validation feedback)
- WS1 trial assessed — decision on extension/scope
WS1 TRIAL GATE: End of W19 (May 9)
Evaluate: Does Tim’s code pass review? Does the dry run work? Can Tom maintain this?
Decision: extend to WS2 (scope TBD), redirect, or terminate.
W20 (May 12–16): “/report Build + Tim WS2” — Tom 14h + Tim 14h
Tim’s WS2 scope decided at trial gate. If WS2 proceeds: client folder tooling (#3010), API data layer (#3011), report template engine (#3012). If not: Tom absorbs remaining work.
Tom Days — /report Generation Pipeline
| Task | Hours | PRD | Category | Status |
| /report skill — generation pipeline (trend selection, SOP-driven narrative) | 8h | #2914 | Intel | |
| Tim WS2 sprint spec + PR reviews | 4h | — | Ops | |
| Legal docs suite — start drafts (ToS + data agreement) | 2h | #2928 | Ops | |
Tim (WS2 — scope per trial gate)
| Task | Hours | PRD | Category | Status |
| Client folder management tooling | 7h | #3010 | WS2 | |
| API data retrieval layer for reports | 7h | #3011 | WS2 | |
W21 (May 19–23): “Report Quality + Demo Prep” — Tom 14h + Tim 14h
Tom Days — Quality Reviews + Demo
| Task | Hours | PRD | Category | Status |
| /report skill — template system + output formatting | 4h | #2914 | Intel | |
| Quality review with Jen/AJ on generated reports | 3h | #2551 | Intel | |
| Demo environment + script for AJ/Jen | 3h | #2930 | Demo | |
| Pilot prep homework process — build template | 2h | #2934 | Client | |
| Tim PR reviews | 2h | — | Ops | |
Tim (WS2 continued)
| Task | Hours | PRD | Category | Status |
| Report template + formatting engine | 7h | #3012 | WS2 | |
| Scheduled report gen + email delivery | 7h | #3013 | WS2 | |
W22 (May 26–30): “Pilot Dry Run + M2” — Tom 10h + Tim 10h
Tom Days — Full Dry Run + M2
| Task | Hours | PRD | Category | Status |
| Full end-to-end pilot dry run (onboard → intelligence → report → deliver → validate) | 4h | #2931 | Ops | |
| Demo environment polish | 2h | #2930 | Demo | |
| M2 milestone sign-off | 2h | — | Ops | |
| Legal docs suite — finalise + founder review | 1h | #2928 | Ops | |
| Buffer | 1h | — | Ops | |
Tim — Testing + Documentation
| Task | Hours | PRD | Category | Status |
| Report delivery integration testing | 4h | #3014 | Testing | |
| Pilot ops documentation (onboard client, generate report, deliver) | 4h | #3014 | Ops | |
| Buffer / polish | 2h | — | Ops | |
M2 MILESTONE: Demo Ready ◆
W22 Success Criteria
- Full end-to-end dry run passed (onboard → intelligence → report → deliver → validate)
- Demo environment clean, stable, no surprises
- Reports are client-ready quality (Jen/AJ reviewed)
- Pilot ops documentation complete
- Legal docs drafted
- All M2 criteria met
May Deliverables
- /report skill: generates per-client intelligence reports from SOPs + API data (#2914)
- Calendar events DB deployed with ~250 events (#2910)
- 3 pilot client profiles created (#2911)
- Demo environment + script ready for AJ/Jen (#2930)
- Pilot prep homework template built (#2934)
- Quality reviews passed — reports are client-ready (#2551)
- Legal docs suite drafted (#2928)
- Tim WS1: Minimal auth (API key + unique URL) (#3006)
- Tim WS1: Validation feedback UI functional (#3004)
- Tim WS1: Client onboarding automation (#3005)
- Tim WS1: End-to-end dry run passed (#3007)
- Tim WS2: Report template + email delivery (scope per gate) (#3012-3014)
- End-to-end pilot dry run completed (#2931)
Social Research (Parallel Track — Evenings/Flex)
- Co-founder plan review complete (#2935)
- Scraping execution + analysis (~3 weeks from start) (#2936)
- Deliverables: analysis doc + investor slides (#2937)
Dependencies (Updated 2026-04-14)
Chain 1: Data → Intelligence → Reports ✓ MOSTLY COMPLETE
Write Failures Fix → Reprocess → NarrativeGenerator → So What / Now What → V5 Reports ✓
|
V6 SOPs (W15-W16) → V6 Prompt Wiring (W16-W17) → /report Skill (W18-W21) → M2
Chain 2: Google Trends Recovery ⚠ IN PROGRESS
Google Trends Fix (#1913) → V2 Data Quality Restored → GT Enrichment All Sources (#2924)
Chain 3: Intelligence → Report → Demo (Tom’s critical path)
V6 SOPs (W15-W16) → Prompt Wiring (#2932, W16-W17) → Quality Review (#2551, W17)
|
Calendar Events (#2910) + Client Folders (#2911) → /report Skill (#2914, W18-W21) → Demo (#2930, W21-W22) → M2
Chain 4: Multi-Tenancy → Auth → Dry Run → M2 (Tim’s critical path)
Multi-Tenancy DDL (#3001, W16) → Scoped Queries (#3002-3003, W17) → Minimal Auth (#3006, W18) → Dry Run (#3007, W19) → WS1 Gate
|
Validation UI (#3004, W17-W18) → Onboarding (#3005, W18) ------→
Chain 5: Social Research (Parallel — not on M2 path)
Research Plan (#2935, W16) → Co-founder Gate → Execution (#2936, W17-W19) → Deliverables (#2937, W19-W20)
Full Critical Path (Parallel Tracks)
Tom Track:
V6 SOPs → Prompt Wiring (W16-W17) → Quality Review (W17)
|
Calendar Events + Client Folders (W18) → /report Skill (W18-W21) → Demo + Dry Run (W22) → M2
Tim Track (parallel):
Multi-Tenancy (W16) → Scoped Queries (W17) → Auth (W18) → Dry Run (W19) → WS1 Gate
|
Validation UI (W17-W18) → Onboarding (W18) ---’
| (if gate passes)
WS2: Client Folder Tooling (W20) → Report Templates (W21) → Email Delivery (W21-W22)
Research Track (parallel, not blocking):
Plan (W16) → Gate → Execution (W17-W19 evenings) → Deliverables (W20)
Key insight: Tom and Tim run parallel critical paths that converge at W22 (M2). Social research runs independently in evenings/flex time. Neither Tim nor research blocks Tom’s critical path.
Risk Register (Updated 2026-04-14)
| Risk | Likelihood | Impact | Mitigation | Owner |
| Intelligence layer outputs are generic | High | Critical | V6 SOP iteration + quality reviews. Budget extra prompt time. | TC |
| Tim’s code quality insufficient | Medium | High | Tight PR review. Negative test cases for data isolation. Tom deploys only. | TC |
| Multi-tenancy scope creep | Medium | High | Strict 3–4 table minimum. No RBAC, no billing, no usage tracking. | TG |
| Tim management overhead exceeds budget | Medium | Medium | Async-first. Written sprint specs. Cap sync to 30min/week. | TC |
| Intelligence layer changes break Tim’s work | Medium | Medium | API contract document as Tim’s first reference. | TC |
| Co-founder availability gaps | Medium | Medium | Async feedback if sync blocked. Share by Tue EOD. | All |
| Google Trends re-breaks | Medium | Medium | Monitor daily. Height V2 works without GT. | TC |
| Social research competes with M2 work | Medium | Medium | Evenings/flex only. If M2 slips, research pauses. M2 is the priority. | TC |
| Social research legal risk | Low | High | Corporate separation, one-off, personal machine, go dark after. Lawyer input. | TC |
| Lori SOP 02 session doesn’t happen | Medium | High | V6 wiring partially blocked. Tom proceeds with SOPs 01/03/04, adapts SOP 02. | TC/LS |
Key Assumptions
- Tom maintains 2 days/week cadence on Rumblings (no schedule compression from Dr-G or Crawford-HQ)
- Social research fits in evenings/flex without displacing Tue/Thu Rumblings work materially
- Multi-tenancy requires 3–4 tables max; no billing, RBAC, or usage tracking in Phase 1
- Auth is API keys + unique URLs; no SSO, OAuth, or third-party identity provider for pilots
- Email delivery is manual for pilots — founders email reports to clients directly
- Legal documents are Tom-drafted templates reviewed by founders, not lawyer-produced
- VPS infrastructure (72.62.195.132) remains stable; no migration needed during Phase 1
- Co-founders provide social research plan feedback within 1 week of receiving it
- Tim starts W16 and delivers WS1 by W19 gate; WS2 scope conditional on gate outcome
M2 Success Criteria (Definition of Done)
All of the following must be true for M2 sign-off:
- Intelligence: V6 SOPs wired, So What + Now What generating sector-specific insights, reviewed and approved by AJ/Jen (#2932, #2551)
- Data Quality: Pipeline processing 100% of trends, edge cases handled (#2922)
- Reports: /report skill generates per-client intelligence reports from SOPs + API data (#2914)
- Multi-Tenancy: Client data isolated, queries scoped (#3001-3003)
- Auth: Minimal auth (API keys + unique URL) protecting client access (#3006)
- Demo: Demo environment + script ready, AJ/Jen can run independently (#2930)
- Dry Run: End-to-end pilot simulation completed successfully (#2931)
- Pilot Prep: Homework process template built, founders know the pitch flow (#2934)
M2 Gate: Phase 1 complete when the /report skill generates quality intelligence reports, scoped per client, accessible via minimal auth. AJ/Jen can demo the system independently. Manual email delivery is acceptable for pilots — automated delivery is Phase 2/Tim’s WS2.
Removed from M2 (MECE refactor 2026-04-14): Slack Connect, automated email delivery, notification system, standalone case studies, React client portal. These are deferred to Phase 2 or Tim’s WS2.
Last updated: 2026-04-14
Last updated: 2026-04-10 (Tim Goerner / Augmentra replan — W15-W22 rewritten with Tom/Tim parallel tracks. Tim starts W16, $270/day, 2 days/week. WS1 trial through W19. WS2 scope TBD at trial gate. /report skill added to Tom’s May critical path.)