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tick: refresh inventory + SWOT at 2026-06-02T17:26:06Z

2f704077789db7821b7b6effbb80ac2809126531 · 2026-06-02 10:26:07 -0700 · Abrams Panel

Files touched

Diff

commit 2f704077789db7821b7b6effbb80ac2809126531
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Tue Jun 2 10:26:07 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-02T17:26:06Z
---
 data/.last-email-ts                   |   2 +-
 data/abrams-indexes.json              |  10 +--
 data/build-log.jsonl                  |  17 +++++
 data/counters.json                    |   4 +-
 data/email-queue/20260602-101701.json |   7 +++
 data/ideas.json                       |  90 +++++++++++++--------------
 data/mag-20-results.json              |   6 +-
 data/market.json                      | 114 +++++++++++++++++-----------------
 data/projects.json                    |   6 +-
 9 files changed, 140 insertions(+), 116 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 145f4cd8..3628f0d5 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-02T16:17:05Z
+2026-06-02T17:17:01Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 2f0ad49b..f95d9ba2 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-02T16:55:43.283Z",
+  "generated_at": "2026-06-02T17:10:59.871Z",
   "indexes": [
     {
       "id": "ABI",
@@ -7,7 +7,7 @@
       "icon": "◐",
       "value": 158,
       "unit": "idx",
-      "delta": 32.43,
+      "delta": 32.57,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         96,
@@ -16,7 +16,7 @@
         95,
         102,
         94,
-        40
+        41
       ],
       "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": -48,
+      "delta": -47,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         96,
@@ -36,7 +36,7 @@
         95,
         102,
         94,
-        40
+        41
       ],
       "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 8cb1a5b4..09878513 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -17345,3 +17345,20 @@
 {"ts":"2026-06-02T17:10:50Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-02T17:10:52.111Z","type":"swot","slug":"abrams-report","name":"abrams-report"}
 {"ts":"2026-06-02T17:10:50Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-02T17:10:50Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-02T17:10:55.104Z","type":"counters","count":7}
+{"ts":"2026-06-02T17:10:50Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-02T17:10:57.427Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-02T17:10:50Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-02T17:10:59.872Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-02T17:10:50Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-02T17:11:01.674Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-02T17:10:50Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-02T17:11:01Z","type":"drain-queue","drained":0,"failed":66,"pending":66}
+{"ts":"2026-06-02T17:10:50Z","type":"tick-done","tick":"1780420266"}
+{"ts":"2026-06-02T17:17:01Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260602-101701.json"}
+{"ts":"2026-06-02T17:26:06Z","type":"tick-start","tick":"1780421166"}
+{"ts":"2026-06-02T17:26:07.258Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-02T17:26:06Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-02T17:26:07.288Z","type":"swot","slug":"abrams-discovery-viewer","name":"abrams-discovery-viewer"}
+{"ts":"2026-06-02T17:26:06Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index 6b697b43..a9cfd708 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-02T16:55:39.453Z",
+  "generated_at": "2026-06-02T17:10:55.103Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 1170,
+      "value": 1171,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260602-101701.json b/data/email-queue/20260602-101701.json
new file mode 100644
index 00000000..1bb89703
--- /dev/null
+++ b/data/email-queue/20260602-101701.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 10:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-06-02T17:17:01Z**\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```\n2026-06-02 17:10:51  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-02 17:10:50  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-02 17:10:52  swot                {\"slug\": \"abrams-report\", \"name\": \"abrams-report\"}\n2026-06-02 17:10:50  swot-ok             {\"phase\": \"swot\"}\n2026-06-02 17:10:50  git-commit          {\"phase\": \"git\"}\n2026-06-02 17:10:55  counters            {\"count\": 7}\n2026-06-02 17:10:50  counters-ok         {\"phase\": \"counters\"}\n2026-06-02 17:10:57  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-02 17:10:50  market-ok           {\"phase\": \"market\"}\n2026-06-02 17:10:59  abrams-indexes      {\"count\": 8}\n2026-06-02 17:10:50  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-02 17:11:01  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-02 17:10:50  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-02 17:11:01  drain-queue         {\"drained\": 0, \"failed\": 66, \"pending\": 66}\n2026-06-02 17:10:50  tick-done           {\"tick\": \"1780420266\"}\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": "2026-06-02T17:17:01Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 8efae868..59d2f8a8 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -53,50 +53,6 @@
       ],
       "generated_at": "2026-05-14T16:18:00.000Z"
     },
-    {
-      "slug": "abrams-discovery-viewer",
-      "name": "abrams-discovery-viewer",
-      "tagline": "One screen for the empire.",
-      "summary": "abrams-discovery-viewer — no description\n\nOne screen for the empire.",
-      "stage": "dev",
-      "category": "panel",
-      "domain": "discovery.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": "2026-06-02T08:50:11.793Z"
-    },
     {
       "slug": "4square-agentabrams",
       "name": "4square-agentabrams",
@@ -607,8 +563,52 @@
         "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
       ],
       "generated_at": "2026-06-02T17:10:52.068Z"
+    },
+    {
+      "slug": "abrams-discovery-viewer",
+      "name": "abrams-discovery-viewer",
+      "tagline": "One screen for the empire.",
+      "summary": "abrams-discovery-viewer — no description\n\nOne screen for the empire.",
+      "stage": "dev",
+      "category": "panel",
+      "domain": "discovery.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": "2026-06-02T17:26:07.287Z"
     }
   ],
-  "updated_at": "2026-06-02T17:10:52.069Z",
+  "updated_at": "2026-06-02T17:26:07.288Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 65cd14f7..029b272a 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-02T16:55:43.317Z",
+  "generated_at": "2026-06-02T17:10:59.903Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1100 commits over 19 days (57.89/day)"
+          "evidence": "1101 commits over 19 days (57.95/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1100 commits over 19 days (57.89/day)"
+          "evidence": "1101 commits over 19 days (57.95/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index d5b943bd..0bce7dd6 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-02T16:55:39.485Z",
+  "generated_at": "2026-06-02T17:10:55.158Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 759.7,
+      "price": 759.67,
       "previousClose": 720.65,
       "dayHigh": 760.385,
       "dayLow": 756.75,
@@ -33,20 +33,20 @@
         754.6,
         756.48,
         758.54,
-        759.7
+        759.67
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 39.05,
-      "changePct": 5.4187,
-      "updated_at": "2026-06-02T16:55:39.636Z"
+      "change": 39.02,
+      "changePct": 5.4146,
+      "updated_at": "2026-06-02T17:10:55.298Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 745.49,
+      "price": 745.62,
       "previousClose": 674.15,
       "dayHigh": 746.22,
       "dayLow": 739.23,
@@ -73,20 +73,20 @@
         735.6,
         738.31,
         742.74,
-        745.49
+        745.62
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": 71.34,
-      "changePct": 10.5822,
-      "updated_at": "2026-06-02T16:55:39.814Z"
+      "change": 71.47,
+      "changePct": 10.6015,
+      "updated_at": "2026-06-02T17:10:55.478Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 513.11,
+      "price": 512.86,
       "previousClose": 495.02,
       "dayHigh": 513.565,
       "dayLow": 508.99,
@@ -113,20 +113,20 @@
         507.05,
         510.78,
         511.44,
-        513.11
+        512.86
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 18.09,
-      "changePct": 3.6544,
-      "updated_at": "2026-06-02T16:55:39.990Z"
+      "change": 17.84,
+      "changePct": 3.6039,
+      "updated_at": "2026-06-02T17:10:55.653Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 290.74,
+      "price": 290.64,
       "previousClose": 279.28,
       "dayHigh": 291.865,
       "dayLow": 288.4,
@@ -153,23 +153,23 @@
         292.03,
         290.43,
         288.98,
-        290.74
+        290.64
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 11.46,
-      "changePct": 4.1034,
-      "updated_at": "2026-06-02T16:55:40.179Z"
+      "change": 11.36,
+      "changePct": 4.0676,
+      "updated_at": "2026-06-02T17:10:55.834Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 15.99,
+      "price": 15.94,
       "previousClose": 16.99,
       "dayHigh": 16.29,
-      "dayLow": 15.96,
+      "dayLow": 15.93,
       "fiftyTwoWeekHigh": 35.3,
       "fiftyTwoWeekLow": 13.38,
       "sparkline": [
@@ -194,20 +194,20 @@
         15.74,
         15.32,
         16.05,
-        15.99
+        15.94
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": -1,
-      "changePct": -5.8858,
-      "updated_at": "2026-06-02T16:55:40.364Z"
+      "change": -1.05,
+      "changePct": -6.1801,
+      "updated_at": "2026-06-02T17:10:56.075Z"
     },
     {
       "sym": "^TNX",
       "name": "10-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TNX",
-      "price": 4.463,
+      "price": 4.457,
       "previousClose": 4.378,
       "dayHigh": 4.463,
       "dayLow": 4.428,
@@ -234,20 +234,20 @@
         4.455,
         4.453,
         4.475,
-        4.463
+        4.457
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.085,
-      "changePct": 1.9415,
-      "updated_at": "2026-06-02T16:55:40.549Z"
+      "change": 0.079,
+      "changePct": 1.8045,
+      "updated_at": "2026-06-02T17:10:56.250Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 4.975,
+      "price": 4.972,
       "previousClose": 4.966,
       "dayHigh": 4.976,
       "dayLow": 4.947,
@@ -274,20 +274,20 @@
         4.985,
         4.993,
         4.991,
-        4.975
+        4.972
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.009,
-      "changePct": 0.1812,
-      "updated_at": "2026-06-02T16:55:40.727Z"
+      "change": 0.006,
+      "changePct": 0.1208,
+      "updated_at": "2026-06-02T17:10:56.495Z"
     },
     {
       "sym": "^IRX",
       "name": "13-Week T-Bill",
       "cat": "Bonds",
       "symbol": "^IRX",
-      "price": 3.6200001,
+      "price": 3.618,
       "previousClose": 3.575,
       "dayHigh": 3.623,
       "dayLow": 3.618,
@@ -314,20 +314,20 @@
         3.59,
         3.588,
         3.62,
-        3.6200001
+        3.618
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.045,
-      "changePct": 1.2587,
-      "updated_at": "2026-06-02T16:55:40.907Z"
+      "change": 0.043,
+      "changePct": 1.2028,
+      "updated_at": "2026-06-02T17:10:56.761Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4519.6,
+      "price": 4522.3,
       "previousClose": 4629.9,
       "dayHigh": 4571.3,
       "dayLow": 4492.3,
@@ -354,20 +354,20 @@
         4499.3,
         4560.5,
         4475.2,
-        4519.6
+        4522.3
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -110.3,
-      "changePct": -2.3823,
-      "updated_at": "2026-06-02T16:55:41.091Z"
+      "change": -107.6,
+      "changePct": -2.324,
+      "updated_at": "2026-06-02T17:10:56.941Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 93.2,
+      "price": 92.94,
       "previousClose": 101.94,
       "dayHigh": 93.41,
       "dayLow": 90.12,
@@ -394,20 +394,20 @@
         88.9,
         87.36,
         92.16,
-        93.2
+        92.94
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -8.74,
-      "changePct": -8.5737,
-      "updated_at": "2026-06-02T16:55:41.279Z"
+      "change": -9,
+      "changePct": -8.8287,
+      "updated_at": "2026-06-02T17:10:57.127Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 67450.15,
+      "price": 67326.01,
       "previousClose": 78657.25,
       "dayHigh": 71320.49,
       "dayLow": 67046.56,
@@ -445,13 +445,13 @@
         73754.836,
         73579.69,
         71319.77,
-        67450.15
+        67326.01
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -11207.1,
-      "changePct": -14.248,
-      "updated_at": "2026-06-02T16:55:41.472Z"
+      "change": -11331.24,
+      "changePct": -14.4058,
+      "updated_at": "2026-06-02T17:10:57.304Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index fe57ad89..df570eee 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-02T17:10:51.800Z",
+  "updated_at": "2026-06-02T17:26:07.257Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1100,
-      "last_commit": "2026-06-02 09:55:39 -0700 tick: refresh inventory + SWOT at 2026-06-02T16:55:38Z",
+      "commit_count": 1101,
+      "last_commit": "2026-06-02 10:10:53 -0700 tick: refresh inventory + SWOT at 2026-06-02T17:10:50Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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