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tick: refresh inventory + SWOT at 2026-06-17T20:29:43Z

04e74586e4ea010336b27a9a46372fc355b22980 · 2026-06-17 13:29:44 -0700 · Abrams Panel

Files touched

Diff

commit 04e74586e4ea010336b27a9a46372fc355b22980
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Wed Jun 17 13:29:44 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-17T20:29:43Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 12 ++---
 data/build-log.jsonl                  | 17 +++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260617-131702.json |  7 +++
 data/ideas.json                       | 90 +++++++++++++++++------------------
 data/mag-20-results.json              |  6 +--
 data/market.json                      | 88 +++++++++++++++++-----------------
 data/projects.json                    |  6 +--
 9 files changed, 128 insertions(+), 104 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 14a09482..af56ca09 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-17T19:17:05Z
+2026-06-17T20:17:01Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 2e91fb1b..54c70d90 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,13 +1,13 @@
 {
-  "generated_at": "2026-06-17T19:58:32.664Z",
+  "generated_at": "2026-06-17T20:14:11.742Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 430,
+      "value": 431,
       "unit": "idx",
-      "delta": 64.57,
+      "delta": 64.71,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         65,
@@ -16,7 +16,7 @@
         94,
         95,
         94,
-        51
+        52
       ],
       "method": "Daily commit count across all Abrams projects, indexed 100 = previous 7-day average. >100 = accelerating. <100 = cooling.",
       "interpretation": "BUILD ACCELERATING"
@@ -27,7 +27,7 @@
       "icon": "✸",
       "value": 50,
       "unit": "/100",
-      "delta": -33,
+      "delta": -32,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         65,
@@ -36,7 +36,7 @@
         94,
         95,
         94,
-        51
+        52
       ],
       "method": "Composite: 50pt for pm2 uptime ratio + 50pt cap for today commits × 5. Reads founder activity intensity.",
       "interpretation": "WARM"
diff --git a/data/build-log.jsonl b/data/build-log.jsonl
index 8795f2bd..b37feea2 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -31226,3 +31226,20 @@
 {"ts":"2026-06-17T20:13:59Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-17T20:14:02.330Z","type":"swot","slug":"abrams","name":"Abrams"}
 {"ts":"2026-06-17T20:13:59Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-17T20:13:59Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-17T20:14:03.585Z","type":"counters","count":7}
+{"ts":"2026-06-17T20:13:59Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-17T20:14:06.184Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-17T20:13:59Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-17T20:14:11.744Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-17T20:13:59Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-17T20:14:14.925Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-17T20:13:59Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-17T20:14:14Z","type":"drain-queue","drained":0,"failed":139,"pending":139}
+{"ts":"2026-06-17T20:13:59Z","type":"tick-done","tick":"1781727283"}
+{"ts":"2026-06-17T20:17:01Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260617-131702.json"}
+{"ts":"2026-06-17T20:29:43Z","type":"tick-start","tick":"1781728183"}
+{"ts":"2026-06-17T20:29:44.431Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-17T20:29:43Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-17T20:29:44.462Z","type":"swot","slug":"sdcc-agentabrams","name":"sdccanalysis.agentabrams.com"}
+{"ts":"2026-06-17T20:29:43Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index a05009f7..61b6dec1 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-17T19:58:25.717Z",
+  "generated_at": "2026-06-17T20:14:03.583Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 2033,
+      "value": 2034,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260617-131702.json b/data/email-queue/20260617-131702.json
new file mode 100644
index 00000000..5669bd80
--- /dev/null
+++ b/data/email-queue/20260617-131702.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 13:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-06-17T20:17:01Z**\n\n- Projects tracked: **13** (3 live)\n- SWOT analyses: **14**\n- Leads captured (total): **1**\n- Build events since last email: **64**\n\n## Recent build log\n\n```\n2026-06-17 20:14:02  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-17 20:13:59  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-17 20:14:02  swot                {\"slug\": \"abrams\", \"name\": \"Abrams\"}\n2026-06-17 20:13:59  swot-ok             {\"phase\": \"swot\"}\n2026-06-17 20:13:59  git-commit          {\"phase\": \"git\"}\n2026-06-17 20:14:03  counters            {\"count\": 7}\n2026-06-17 20:13:59  counters-ok         {\"phase\": \"counters\"}\n2026-06-17 20:14:06  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-17 20:13:59  market-ok           {\"phase\": \"market\"}\n2026-06-17 20:14:11  abrams-indexes      {\"count\": 8}\n2026-06-17 20:13:59  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-17 20:14:14  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-17 20:13:59  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-17 20:14:14  drain-queue         {\"drained\": 0, \"failed\": 139, \"pending\": 139}\n2026-06-17 20:13:59  tick-done           {\"tick\": \"1781727283\"}\n```\n\n## Live panel\n\n\u2192 http://127.0.0.1:9898/\n\u2192 /trademark \u00b7 /ideas \u00b7 /wall \u00b7 /chat\n\n---\n\nYOLO loop tick fires every 15 min - email next at top of next business hour.\n\n---\n\n**Designer Wallcoverings, Inc. \u00b7 1234 Ventura Blvd, Sherman Oaks, CA 91423 \u00b7 info@designerwallcoverings.com**\nInternal operations digest, sent to Steven Abrams only. To stop these emails, disable the launchd plist com.abrams.panel-email or reply STOP.",
+  "generated_at": "2026-06-17T20:17:01Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 84fc11e2..851dcaa8 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -267,50 +267,6 @@
       ],
       "generated_at": "2026-06-17T16:54:48.186Z"
     },
-    {
-      "slug": "sdcc-agentabrams",
-      "name": "sdccanalysis.agentabrams.com",
-      "tagline": "One screen for the empire.",
-      "summary": "sdccanalysis.agentabrams.com — Student loan & SDCC analysis hub.\n\nOne screen for the empire.",
-      "stage": "live",
-      "category": "analysis",
-      "domain": "sdccanalysis.agentabrams.com",
-      "port": null,
-      "strengths": [
-        "Only umbrella view across every Abrams asset — competitors run isolated dashboards.",
-        "Live SSE build log = transparency-as-marketing (Bloomberg Terminal vibe).",
-        "Lead capture happens on the highest-trust surface (the founder umbrella).",
-        "Sort + density + Gucci chrome — same UX language as the rest of the DW fleet so users move freely."
-      ],
-      "weaknesses": [
-        "Single founder. Bus-factor 1.",
-        "No multi-tenant story yet — every visitor sees Steve's personal dashboard.",
-        "Trademark not yet registered → competitors could squat ABRAMS in adjacent classes."
-      ],
-      "opportunities": [
-        "Sell white-label \"Panel\" SaaS to other multi-domain operators ($299/mo).",
-        "Pitch deck for VC — \"I built a 20-vertical conglomerate, here's the live operating system.\"",
-        "Acquisition vehicle — every new project automatically tiles in.",
-        "Press story — \"the indie operator with a Bloomberg terminal of his own businesses.\""
-      ],
-      "threats": [
-        "Notion / Airtable could rebuild this as a template in a weekend.",
-        "If hourly-email cron leaks PII, ops trust evaporates.",
-        "pm2 process death = panel goes dark = customers think empire is dead."
-      ],
-      "revenue_lines": [
-        "White-label Panel SaaS — $299/mo × 50 operators = $179k ARR.",
-        "Sponsored project tiles — $500/mo per slot × 8 slots = $48k ARR.",
-        "Lead-routing fees — 10% of any partnership closed via /api/lead."
-      ],
-      "competitive_moat": "Network effects from cross-linking every Abrams property + the founder-brand halo. Bloomberg's moat isn't the terminal, it's the fact every Wall Street person already has one.",
-      "next_3_moves": [
-        "Wire pm2-keep-alive watchdog (panel must never go dark).",
-        "Add LinkedIn OAuth on /api/lead so we know who's knocking.",
-        "Ship Stripe checkout at /api/subscribe for white-label SaaS waitlist."
-      ],
-      "generated_at": "2026-06-17T17:25:41.455Z"
-    },
     {
       "slug": "mp3-agentabrams",
       "name": "mp3-agentabrams",
@@ -607,8 +563,52 @@
         "Ship Stripe checkout at /api/subscribe for white-label SaaS waitlist."
       ],
       "generated_at": "2026-06-17T20:14:02.329Z"
+    },
+    {
+      "slug": "sdcc-agentabrams",
+      "name": "sdccanalysis.agentabrams.com",
+      "tagline": "One screen for the empire.",
+      "summary": "sdccanalysis.agentabrams.com — Student loan & SDCC analysis hub.\n\nOne screen for the empire.",
+      "stage": "live",
+      "category": "analysis",
+      "domain": "sdccanalysis.agentabrams.com",
+      "port": null,
+      "strengths": [
+        "Only umbrella view across every Abrams asset — competitors run isolated dashboards.",
+        "Live SSE build log = transparency-as-marketing (Bloomberg Terminal vibe).",
+        "Lead capture happens on the highest-trust surface (the founder umbrella).",
+        "Sort + density + Gucci chrome — same UX language as the rest of the DW fleet so users move freely."
+      ],
+      "weaknesses": [
+        "Single founder. Bus-factor 1.",
+        "No multi-tenant story yet — every visitor sees Steve's personal dashboard.",
+        "Trademark not yet registered → competitors could squat ABRAMS in adjacent classes."
+      ],
+      "opportunities": [
+        "Sell white-label \"Panel\" SaaS to other multi-domain operators ($299/mo).",
+        "Pitch deck for VC — \"I built a 20-vertical conglomerate, here's the live operating system.\"",
+        "Acquisition vehicle — every new project automatically tiles in.",
+        "Press story — \"the indie operator with a Bloomberg terminal of his own businesses.\""
+      ],
+      "threats": [
+        "Notion / Airtable could rebuild this as a template in a weekend.",
+        "If hourly-email cron leaks PII, ops trust evaporates.",
+        "pm2 process death = panel goes dark = customers think empire is dead."
+      ],
+      "revenue_lines": [
+        "White-label Panel SaaS — $299/mo × 50 operators = $179k ARR.",
+        "Sponsored project tiles — $500/mo per slot × 8 slots = $48k ARR.",
+        "Lead-routing fees — 10% of any partnership closed via /api/lead."
+      ],
+      "competitive_moat": "Network effects from cross-linking every Abrams property + the founder-brand halo. Bloomberg's moat isn't the terminal, it's the fact every Wall Street person already has one.",
+      "next_3_moves": [
+        "Wire pm2-keep-alive watchdog (panel must never go dark).",
+        "Add LinkedIn OAuth on /api/lead so we know who's knocking.",
+        "Ship Stripe checkout at /api/subscribe for white-label SaaS waitlist."
+      ],
+      "generated_at": "2026-06-17T20:29:44.461Z"
     }
   ],
-  "updated_at": "2026-06-17T20:14:02.330Z",
+  "updated_at": "2026-06-17T20:29:44.462Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 1478ced2..af961e7e 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-17T19:58:32.697Z",
+  "generated_at": "2026-06-17T20:14:11.860Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1963 commits over 34 days (57.74/day)"
+          "evidence": "1964 commits over 34 days (57.76/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1963 commits over 34 days (57.74/day)"
+          "evidence": "1964 commits over 34 days (57.76/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 1767b779..70d36fcd 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-17T19:58:25.887Z",
+  "generated_at": "2026-06-17T20:14:03.692Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 740.83,
+      "price": 741.04,
       "previousClose": 739.17,
       "dayHigh": 752.15,
       "dayLow": 739.25,
@@ -34,20 +34,20 @@
         741.75,
         754.83,
         750.33,
-        740.83
+        741.04
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 1.66,
-      "changePct": 0.2246,
-      "updated_at": "2026-06-17T19:58:26.155Z"
+      "change": 1.87,
+      "changePct": 0.253,
+      "updated_at": "2026-06-17T20:14:04.049Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 722.77,
+      "price": 722.51,
       "previousClose": 708.93,
       "dayHigh": 735.678,
       "dayLow": 720.85,
@@ -75,20 +75,20 @@
         721.34,
         744,
         729.86,
-        722.77
+        722.51
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": 13.84,
-      "changePct": 1.9522,
-      "updated_at": "2026-06-17T19:58:26.343Z"
+      "change": 13.58,
+      "changePct": 1.9156,
+      "updated_at": "2026-06-17T20:14:04.229Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 516.27,
+      "price": 516.4,
       "previousClose": 495.37,
       "dayHigh": 524.17,
       "dayLow": 515.3,
@@ -116,20 +116,20 @@
         513.06,
         518.44,
         521.44,
-        516.27
+        516.4
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 20.9,
-      "changePct": 4.2191,
-      "updated_at": "2026-06-17T19:58:26.527Z"
+      "change": 21.03,
+      "changePct": 4.2453,
+      "updated_at": "2026-06-17T20:14:04.414Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 289.76,
+      "price": 289.84,
       "previousClose": 277.6,
       "dayHigh": 295.81,
       "dayLow": 288.93,
@@ -157,20 +157,20 @@
         292.95,
         294.64,
         292.08,
-        289.76
+        289.84
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 12.16,
-      "changePct": 4.3804,
-      "updated_at": "2026-06-17T19:58:26.732Z"
+      "change": 12.24,
+      "changePct": 4.4092,
+      "updated_at": "2026-06-17T20:14:04.601Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 18.7,
+      "price": 18.43,
       "previousClose": 18.43,
       "dayHigh": 18.84,
       "dayLow": 16.02,
@@ -199,13 +199,13 @@
         17.68,
         16.2,
         16.41,
-        18.7
+        18.43
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": 0.27,
-      "changePct": 1.465,
-      "updated_at": "2026-06-17T19:58:26.927Z"
+      "change": 0,
+      "changePct": 0,
+      "updated_at": "2026-06-17T20:14:04.851Z"
     },
     {
       "sym": "^TNX",
@@ -244,7 +244,7 @@
       "exchangeName": "CGI",
       "change": -0.132,
       "changePct": -2.8727,
-      "updated_at": "2026-06-17T19:58:27.110Z"
+      "updated_at": "2026-06-17T20:14:05.030Z"
     },
     {
       "sym": "^TYX",
@@ -283,7 +283,7 @@
       "exchangeName": "CGI",
       "change": -0.202,
       "changePct": -3.9392,
-      "updated_at": "2026-06-17T19:58:27.305Z"
+      "updated_at": "2026-06-17T20:14:05.216Z"
     },
     {
       "sym": "^IRX",
@@ -322,14 +322,14 @@
       "exchangeName": "CGI",
       "change": 0.059,
       "changePct": 1.6444,
-      "updated_at": "2026-06-17T19:58:27.500Z"
+      "updated_at": "2026-06-17T20:14:05.470Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4258.5,
+      "price": 4260.9,
       "previousClose": 4552.5,
       "dayHigh": 4403.6,
       "dayLow": 4237.4,
@@ -357,20 +357,20 @@
         4215,
         4328,
         4330.9,
-        4258.5
+        4260.9
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -294,
-      "changePct": -6.458,
-      "updated_at": "2026-06-17T19:58:27.697Z"
+      "change": -291.6,
+      "changePct": -6.4053,
+      "updated_at": "2026-06-17T20:14:05.662Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 75.45,
+      "price": 75.3,
       "previousClose": 108.66,
       "dayHigh": 79.18,
       "dayLow": 74.09,
@@ -398,20 +398,20 @@
         84.88,
         80.75,
         76.05,
-        75.45
+        75.3
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -33.21,
-      "changePct": -30.5632,
-      "updated_at": "2026-06-17T19:58:27.886Z"
+      "change": -33.36,
+      "changePct": -30.7013,
+      "updated_at": "2026-06-17T20:14:05.843Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 64185.89,
+      "price": 64209.49,
       "previousClose": 77429.35,
       "dayHigh": 65849.53,
       "dayLow": 65333.9,
@@ -449,13 +449,13 @@
         65710.4,
         66289.5,
         65600.64,
-        64185.89
+        64209.49
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -13243.46,
-      "changePct": -17.1039,
-      "updated_at": "2026-06-17T19:58:28.110Z"
+      "change": -13219.86,
+      "changePct": -17.0734,
+      "updated_at": "2026-06-17T20:14:06.030Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 7a3664fe..b3502b03 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-17T20:14:02.287Z",
+  "updated_at": "2026-06-17T20:29:44.431Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1963,
-      "last_commit": "2026-06-17 12:58:25 -0700 tick: refresh inventory + SWOT at 2026-06-17T19:58:17Z",
+      "commit_count": 1964,
+      "last_commit": "2026-06-17 13:14:02 -0700 tick: refresh inventory + SWOT at 2026-06-17T20:13:59Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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