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tick: refresh inventory + SWOT at 2026-06-02T19:29:33Z

2e1fa0d5e685cdacccb22347ee2ec759e0dfb979 · 2026-06-02 12:29:34 -0700 · Abrams Panel

Files touched

Diff

commit 2e1fa0d5e685cdacccb22347ee2ec759e0dfb979
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Tue Jun 2 12:29:34 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-02T19:29:33Z
---
 data/.last-email-ts                   |   2 +-
 data/abrams-indexes.json              |  12 ++--
 data/build-log.jsonl                  |  17 ++++++
 data/counters.json                    |   4 +-
 data/email-queue/20260602-121702.json |   7 +++
 data/ideas.json                       |  88 +++++++++++++--------------
 data/mag-20-results.json              |   6 +-
 data/market.json                      | 110 +++++++++++++++++-----------------
 data/projects.json                    |   6 +-
 9 files changed, 138 insertions(+), 114 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 6d92fd19..b4fd6ed1 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-02T18:17:01Z
+2026-06-02T19:17:02Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 33ebdbfb..457f0752 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,13 +1,13 @@
 {
-  "generated_at": "2026-06-02T18:59:20.185Z",
+  "generated_at": "2026-06-02T19:14:28.913Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 160,
+      "value": 161,
       "unit": "idx",
-      "delta": 33.57,
+      "delta": 33.71,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         96,
@@ -16,7 +16,7 @@
         95,
         102,
         94,
-        48
+        49
       ],
       "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": -41,
+      "delta": -40,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         96,
@@ -36,7 +36,7 @@
         95,
         102,
         94,
-        48
+        49
       ],
       "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 0ae7f5e0..b2244e45 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -17475,3 +17475,20 @@
 {"ts":"2026-06-02T19:14:24Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-02T19:14:25.526Z","type":"swot","slug":"agentabrams","name":"AgentAbrams"}
 {"ts":"2026-06-02T19:14:24Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-02T19:14:24Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-02T19:14:25.805Z","type":"counters","count":7}
+{"ts":"2026-06-02T19:14:24Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-02T19:14:27.931Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-02T19:14:24Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-02T19:14:28.913Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-02T19:14:24Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-02T19:14:29.692Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-02T19:14:24Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-02T19:14:29Z","type":"drain-queue","drained":0,"failed":68,"pending":68}
+{"ts":"2026-06-02T19:14:24Z","type":"tick-done","tick":"1780427673"}
+{"ts":"2026-06-02T19:17:02Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260602-121702.json"}
+{"ts":"2026-06-02T19:29:33Z","type":"tick-start","tick":"1780428573"}
+{"ts":"2026-06-02T19:29:34.329Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-02T19:29:33Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-02T19:29:34.363Z","type":"swot","slug":"abramsos","name":"AbramsOS"}
+{"ts":"2026-06-02T19:29:33Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index dda6884e..ae7c8ab4 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-02T18:59:16.918Z",
+  "generated_at": "2026-06-02T19:14:25.804Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 1178,
+      "value": 1179,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260602-121702.json b/data/email-queue/20260602-121702.json
new file mode 100644
index 00000000..1a524f25
--- /dev/null
+++ b/data/email-queue/20260602-121702.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 12:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-06-02T19:17:02Z**\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```\n2026-06-02 19:14:25  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-02 19:14:24  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-02 19:14:25  swot                {\"slug\": \"agentabrams\", \"name\": \"AgentAbrams\"}\n2026-06-02 19:14:24  swot-ok             {\"phase\": \"swot\"}\n2026-06-02 19:14:24  git-commit          {\"phase\": \"git\"}\n2026-06-02 19:14:25  counters            {\"count\": 7}\n2026-06-02 19:14:24  counters-ok         {\"phase\": \"counters\"}\n2026-06-02 19:14:27  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-02 19:14:24  market-ok           {\"phase\": \"market\"}\n2026-06-02 19:14:28  abrams-indexes      {\"count\": 8}\n2026-06-02 19:14:24  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-02 19:14:29  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-02 19:14:24  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-02 19:14:29  drain-queue         {\"drained\": 0, \"failed\": 68, \"pending\": 68}\n2026-06-02 19:14:24  tick-done           {\"tick\": \"1780427673\"}\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": "2026-06-02T19:17:02Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index f3318e07..3686a0f1 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -176,49 +176,6 @@
       ],
       "generated_at": "2026-06-02T15:08:57.047Z"
     },
-    {
-      "slug": "abramsos",
-      "name": "AbramsOS",
-      "tagline": "Your house is a portfolio. Manage it.",
-      "summary": "AbramsOS — Household rights operating system — receipts, warranties, recalls, claims\n\nYour house is a portfolio. Manage it.",
-      "stage": "dev",
-      "category": "household-os",
-      "domain": "os.agentabrams.com",
-      "port": "9931",
-      "strengths": [
-        "No competitor owns \"household rights\" as a category — Quicken/YNAB do money, no one does warranties + recalls + receipts as one graph.",
-        "Gmail-connector is a high-trust on-ramp — once connected, retention is sticky.",
-        "AI-extractable receipts from email = zero data-entry UX."
-      ],
-      "weaknesses": [
-        "Single-user local app — no SaaS revenue path yet.",
-        "Recall feeds are scattered (NHTSA, CPSC, FDA) — integration burden is high.",
-        "Trust required: connecting Gmail is a big ask."
-      ],
-      "opportunities": [
-        "Insurance partnership — link AbramsOS recall data to home/auto policy holders ($5/user/month from insurer).",
-        "Class-action sniper — surface eligible class actions from receipt data (15% of payouts, $50-500/user/year).",
-        "Estate / probate tool — when a parent dies, AbramsOS exports the household graph for executors.",
-        "B2B for landlords / property managers — track warranties across 50 units."
-      ],
-      "threats": [
-        "Google could ship this as a Gmail feature in 18 months.",
-        "Privacy backlash on Gmail-scoped OAuth.",
-        "A bad recall miss (e.g. an unsafe car seat) creates legal liability."
-      ],
-      "revenue_lines": [
-        "Freemium → $9/mo Pro × 5000 = $540k ARR at year 2.",
-        "Insurance partnership rev share = $5 × 10k users = $600k/year.",
-        "Class-action commission = highly variable, $0-$2M/yr."
-      ],
-      "competitive_moat": "First-mover + Gmail trust + AI extraction quality. Network effect via household sharing.",
-      "next_3_moves": [
-        "Ship Stripe billing on AbramsOS — Pro tier at $9/mo.",
-        "Add NHTSA + CPSC recall feed ingestion.",
-        "Land 1 insurance pilot partner (Lemonade, Hippo, Branch)."
-      ],
-      "generated_at": "2026-06-02T15:24:12.776Z"
-    },
     {
       "slug": "abrams",
       "name": "Abrams",
@@ -607,8 +564,51 @@
         "Schedule weekly Friday-recap email."
       ],
       "generated_at": "2026-06-02T19:14:25.525Z"
+    },
+    {
+      "slug": "abramsos",
+      "name": "AbramsOS",
+      "tagline": "Your house is a portfolio. Manage it.",
+      "summary": "AbramsOS — Household rights operating system — receipts, warranties, recalls, claims\n\nYour house is a portfolio. Manage it.",
+      "stage": "dev",
+      "category": "household-os",
+      "domain": "os.agentabrams.com",
+      "port": "9931",
+      "strengths": [
+        "No competitor owns \"household rights\" as a category — Quicken/YNAB do money, no one does warranties + recalls + receipts as one graph.",
+        "Gmail-connector is a high-trust on-ramp — once connected, retention is sticky.",
+        "AI-extractable receipts from email = zero data-entry UX."
+      ],
+      "weaknesses": [
+        "Single-user local app — no SaaS revenue path yet.",
+        "Recall feeds are scattered (NHTSA, CPSC, FDA) — integration burden is high.",
+        "Trust required: connecting Gmail is a big ask."
+      ],
+      "opportunities": [
+        "Insurance partnership — link AbramsOS recall data to home/auto policy holders ($5/user/month from insurer).",
+        "Class-action sniper — surface eligible class actions from receipt data (15% of payouts, $50-500/user/year).",
+        "Estate / probate tool — when a parent dies, AbramsOS exports the household graph for executors.",
+        "B2B for landlords / property managers — track warranties across 50 units."
+      ],
+      "threats": [
+        "Google could ship this as a Gmail feature in 18 months.",
+        "Privacy backlash on Gmail-scoped OAuth.",
+        "A bad recall miss (e.g. an unsafe car seat) creates legal liability."
+      ],
+      "revenue_lines": [
+        "Freemium → $9/mo Pro × 5000 = $540k ARR at year 2.",
+        "Insurance partnership rev share = $5 × 10k users = $600k/year.",
+        "Class-action commission = highly variable, $0-$2M/yr."
+      ],
+      "competitive_moat": "First-mover + Gmail trust + AI extraction quality. Network effect via household sharing.",
+      "next_3_moves": [
+        "Ship Stripe billing on AbramsOS — Pro tier at $9/mo.",
+        "Add NHTSA + CPSC recall feed ingestion.",
+        "Land 1 insurance pilot partner (Lemonade, Hippo, Branch)."
+      ],
+      "generated_at": "2026-06-02T19:29:34.362Z"
     }
   ],
-  "updated_at": "2026-06-02T19:14:25.526Z",
+  "updated_at": "2026-06-02T19:29:34.362Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 66da6bd1..7b59f7f3 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-02T18:59:20.214Z",
+  "generated_at": "2026-06-02T19:14:28.942Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1108 commits over 19 days (58.32/day)"
+          "evidence": "1109 commits over 19 days (58.37/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1108 commits over 19 days (58.32/day)"
+          "evidence": "1109 commits over 19 days (58.37/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 324591d6..727847c8 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-02T18:59:16.951Z",
+  "generated_at": "2026-06-02T19:14:25.836Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 759.115,
+      "price": 759.282,
       "previousClose": 720.65,
       "dayHigh": 760.385,
       "dayLow": 756.75,
@@ -33,20 +33,20 @@
         754.6,
         756.48,
         758.54,
-        759.115
+        759.282
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 38.465,
-      "changePct": 5.3375,
-      "updated_at": "2026-06-02T18:59:17.088Z"
+      "change": 38.632,
+      "changePct": 5.3607,
+      "updated_at": "2026-06-02T19:14:25.969Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 744.46,
+      "price": 745.38,
       "previousClose": 674.15,
       "dayHigh": 746.22,
       "dayLow": 739.23,
@@ -73,24 +73,24 @@
         735.6,
         738.31,
         742.74,
-        744.46
+        745.38
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": 70.31,
-      "changePct": 10.4294,
-      "updated_at": "2026-06-02T18:59:17.337Z"
+      "change": 71.23,
+      "changePct": 10.5659,
+      "updated_at": "2026-06-02T19:14:26.150Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 514.14,
+      "price": 513.72,
       "previousClose": 495.02,
-      "dayHigh": 514.175,
+      "dayHigh": 514.19,
       "dayLow": 508.99,
-      "fiftyTwoWeekHigh": 514.175,
+      "fiftyTwoWeekHigh": 514.19,
       "fiftyTwoWeekLow": 419.62,
       "sparkline": [
         489.56,
@@ -113,20 +113,20 @@
         507.05,
         510.78,
         511.44,
-        514.14
+        513.72
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 19.12,
-      "changePct": 3.8625,
-      "updated_at": "2026-06-02T18:59:17.512Z"
+      "change": 18.7,
+      "changePct": 3.7776,
+      "updated_at": "2026-06-02T19:14:26.329Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 291.4,
+      "price": 291.32,
       "previousClose": 279.28,
       "dayHigh": 291.865,
       "dayLow": 288.4,
@@ -153,23 +153,23 @@
         292.03,
         290.43,
         288.98,
-        291.4
+        291.32
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 12.12,
-      "changePct": 4.3397,
-      "updated_at": "2026-06-02T18:59:17.698Z"
+      "change": 12.04,
+      "changePct": 4.3111,
+      "updated_at": "2026-06-02T19:14:26.531Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 15.85,
+      "price": 15.78,
       "previousClose": 16.99,
       "dayHigh": 16.29,
-      "dayLow": 15.83,
+      "dayLow": 15.78,
       "fiftyTwoWeekHigh": 35.3,
       "fiftyTwoWeekLow": 13.38,
       "sparkline": [
@@ -194,20 +194,20 @@
         15.74,
         15.32,
         16.05,
-        15.85
+        15.78
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": -1.14,
-      "changePct": -6.7098,
-      "updated_at": "2026-06-02T18:59:17.878Z"
+      "change": -1.21,
+      "changePct": -7.1218,
+      "updated_at": "2026-06-02T19:14:26.723Z"
     },
     {
       "sym": "^TNX",
       "name": "10-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TNX",
-      "price": 4.457,
+      "price": 4.455,
       "previousClose": 4.378,
       "dayHigh": 4.463,
       "dayLow": 4.428,
@@ -234,20 +234,20 @@
         4.455,
         4.453,
         4.475,
-        4.457
+        4.455
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.079,
-      "changePct": 1.8045,
-      "updated_at": "2026-06-02T18:59:18.054Z"
+      "change": 0.077,
+      "changePct": 1.7588,
+      "updated_at": "2026-06-02T19:14:26.898Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 4.969,
+      "price": 4.967,
       "previousClose": 4.966,
       "dayHigh": 4.976,
       "dayLow": 4.947,
@@ -274,13 +274,13 @@
         4.985,
         4.993,
         4.991,
-        4.969
+        4.967
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.003,
-      "changePct": 0.0604,
-      "updated_at": "2026-06-02T18:59:18.299Z"
+      "change": 0.001,
+      "changePct": 0.0201,
+      "updated_at": "2026-06-02T19:14:27.083Z"
     },
     {
       "sym": "^IRX",
@@ -320,14 +320,14 @@
       "exchangeName": "CGI",
       "change": 0.043,
       "changePct": 1.2028,
-      "updated_at": "2026-06-02T18:59:18.478Z"
+      "updated_at": "2026-06-02T19:14:27.262Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4515.4,
+      "price": 4517.8,
       "previousClose": 4629.9,
       "dayHigh": 4571.3,
       "dayLow": 4492.3,
@@ -354,20 +354,20 @@
         4499.3,
         4560.5,
         4475.2,
-        4515.4
+        4517.8
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -114.5,
-      "changePct": -2.4731,
-      "updated_at": "2026-06-02T18:59:18.660Z"
+      "change": -112.1,
+      "changePct": -2.4212,
+      "updated_at": "2026-06-02T19:14:27.441Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 93.82,
+      "price": 93.86,
       "previousClose": 101.94,
       "dayHigh": 94,
       "dayLow": 90.12,
@@ -394,20 +394,20 @@
         88.9,
         87.36,
         92.16,
-        93.82
+        93.86
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -8.12,
-      "changePct": -7.9655,
-      "updated_at": "2026-06-02T18:59:18.841Z"
+      "change": -8.08,
+      "changePct": -7.9262,
+      "updated_at": "2026-06-02T19:14:27.624Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 67237.67,
+      "price": 67209.74,
       "previousClose": 78657.25,
       "dayHigh": 71320.49,
       "dayLow": 67046.56,
@@ -445,13 +445,13 @@
         73754.836,
         73579.69,
         71319.77,
-        67237.67
+        67209.74
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -11419.58,
-      "changePct": -14.5182,
-      "updated_at": "2026-06-02T18:59:19.020Z"
+      "change": -11447.51,
+      "changePct": -14.5537,
+      "updated_at": "2026-06-02T19:14:27.809Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index e324dc71..03e97c94 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-02T19:14:25.496Z",
+  "updated_at": "2026-06-02T19:29:34.329Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1108,
-      "last_commit": "2026-06-02 11:59:16 -0700 tick: refresh inventory + SWOT at 2026-06-02T18:59:16Z",
+      "commit_count": 1109,
+      "last_commit": "2026-06-02 12:14:25 -0700 tick: refresh inventory + SWOT at 2026-06-02T19:14:24Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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