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tick: refresh inventory + SWOT at 2026-05-15T00:19:43Z

5a44ba34a0b0a82676c1f239e3b78f5d4331cf50 · 2026-05-14 17:19:44 -0700 · Abrams Panel

Files touched

Diff

commit 5a44ba34a0b0a82676c1f239e3b78f5d4331cf50
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Thu May 14 17:19:44 2026 -0700

    tick: refresh inventory + SWOT at 2026-05-15T00:19:43Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 30 ++++++------
 data/build-log.jsonl                  | 17 +++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260514-171700.json |  7 +++
 data/ideas.json                       | 88 +++++++++++++++++------------------
 data/mag-20-results.json              |  6 +--
 data/market.json                      | 43 +++++++++--------
 data/projects.json                    |  6 +--
 9 files changed, 113 insertions(+), 90 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index d503731f..4fe8f347 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-05-14T23:17:03Z
+2026-05-15T00:17:00Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 41ecbd7c..bd75f5dd 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,22 +1,22 @@
 {
-  "generated_at": "2026-05-14T23:49:37.726Z",
+  "generated_at": "2026-05-15T00:04:42.594Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 1100,
+      "value": 1113,
       "unit": "idx",
-      "delta": 11.43,
+      "delta": 11.57,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
-        0,
         3,
         19,
         5,
         1,
         7,
-        53
+        54,
+        0
       ],
       "method": "Daily commit count across all Abrams projects, indexed 100 = previous 7-day average. >100 = accelerating. <100 = cooling.",
       "interpretation": "BUILD ACCELERATING"
@@ -25,37 +25,37 @@
       "id": "OHI",
       "name": "Operator Heat Index",
       "icon": "✸",
-      "value": 50,
+      "value": 0,
       "unit": "/100",
-      "delta": 40,
+      "delta": -13,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
-        0,
         3,
         19,
         5,
         1,
         7,
-        53
+        54,
+        0
       ],
       "method": "Composite: 50pt for pm2 uptime ratio + 50pt cap for today commits × 5. Reads founder activity intensity.",
-      "interpretation": "WARM"
+      "interpretation": "COLD"
     },
     {
       "id": "LNCI",
       "name": "Late-Night Code Index",
       "icon": "☾",
-      "value": 13,
+      "value": 12,
       "unit": "%",
       "delta": 11,
       "delta_label": "late-night commits in 7d",
       "sparkline": [
-        0,
         1,
         10,
         0,
         0,
         0,
+        0,
         0
       ],
       "method": "% of last-7-day commits landing between 22:00-02:59 local time. Productivity-vs-burnout signal — sustained >40% reads \"founder is running hot.\"",
@@ -70,12 +70,12 @@
       "delta": 0,
       "delta_label": "last 24h vs prior day",
       "sparkline": [
-        0,
         1,
         10,
         0,
         0,
         0,
+        0,
         0
       ],
       "method": "Direct count of commits landing 22:00-02:59 local in the last 7 days. The original Pentagon Pizza Index tracks pizza orders to DOD; the Abrams variant tracks late-night commits. Spikes precede shipped features.",
@@ -108,8 +108,8 @@
         0,
         0,
         0,
-        0,
-        1
+        1,
+        0
       ],
       "method": "Leads captured in the last 7 days via /api/lead. Compare to prior 7d for momentum. Baseline build phase = 0-1; growth phase = 5+.",
       "interpretation": "EARLY SIGNAL"
diff --git a/data/build-log.jsonl b/data/build-log.jsonl
index f4e10a06..069f2bdb 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -551,3 +551,20 @@
 {"ts":"2026-05-15T00:04:38Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-05-15T00:04:39.212Z","type":"swot","slug":"abrams-report","name":"abrams-report"}
 {"ts":"2026-05-15T00:04:38Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-05-15T00:04:38Z","type":"git-commit","phase":"git"}
+{"ts":"2026-05-15T00:04:39.381Z","type":"counters","count":7}
+{"ts":"2026-05-15T00:04:38Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-05-15T00:04:41.545Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-05-15T00:04:38Z","type":"market-ok","phase":"market"}
+{"ts":"2026-05-15T00:04:42.594Z","type":"abrams-indexes","count":8}
+{"ts":"2026-05-15T00:04:38Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-05-15T00:04:43.178Z","type":"mag-20-audit","projects":12,"total_pass":68,"total_fail":31}
+{"ts":"2026-05-15T00:04:38Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-05-15T00:04:43Z","type":"drain-queue","drained":0,"failed":10,"pending":10}
+{"ts":"2026-05-15T00:04:38Z","type":"tick-done","tick":"1778803483"}
+{"ts":"2026-05-15T00:17:00Z","type":"email-queued","projects":12,"ideas":13,"leads":1,"events":64,"queue_file":"data/email-queue/20260514-171700.json"}
+{"ts":"2026-05-15T00:19:43Z","type":"tick-start","tick":"1778804383"}
+{"ts":"2026-05-15T00:19:44.044Z","type":"inventory","count":12,"categories":["panel","umbrella","household-os","media","directory","analysis","saas"]}
+{"ts":"2026-05-15T00:19:43Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-05-15T00:19:44.069Z","type":"swot","slug":"abramsos","name":"AbramsOS"}
+{"ts":"2026-05-15T00:19:43Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index e5b184a2..a8212f27 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-05-14T23:49:34.495Z",
+  "generated_at": "2026-05-15T00:04:39.381Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 95,
+      "value": 96,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260514-171700.json b/data/email-queue/20260514-171700.json
new file mode 100644
index 00000000..cb4f631c
--- /dev/null
+++ b/data/email-queue/20260514-171700.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 17:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-05-15T00:17:00Z**\n\n- Projects tracked: **12** (3 live)\n- SWOT analyses: **13**\n- Leads captured (total): **1**\n- Build events since last email: **64**\n\n## Recent build log\n\n```\n2026-05-15 00:04:39  inventory           {\"count\": 12, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-05-15 00:04:38  inventory-ok        {\"phase\": \"inventory\"}\n2026-05-15 00:04:39  swot                {\"slug\": \"abrams-report\", \"name\": \"abrams-report\"}\n2026-05-15 00:04:38  swot-ok             {\"phase\": \"swot\"}\n2026-05-15 00:04:38  git-commit          {\"phase\": \"git\"}\n2026-05-15 00:04:39  counters            {\"count\": 7}\n2026-05-15 00:04:38  counters-ok         {\"phase\": \"counters\"}\n2026-05-15 00:04:41  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-05-15 00:04:38  market-ok           {\"phase\": \"market\"}\n2026-05-15 00:04:42  abrams-indexes      {\"count\": 8}\n2026-05-15 00:04:38  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-05-15 00:04:43  mag-20-audit        {\"projects\": 12, \"total_pass\": 68, \"total_fail\": 31}\n2026-05-15 00:04:38  mag-20-ok           {\"phase\": \"audit\"}\n2026-05-15 00:04:43  drain-queue         {\"drained\": 0, \"failed\": 10, \"pending\": 10}\n2026-05-15 00:04:38  tick-done           {\"tick\": \"1778803483\"}\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": "2026-05-15T00:17:00Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 9118aeae..e0295244 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -222,49 +222,6 @@
       ],
       "generated_at": "2026-05-14T18:02:34.476Z"
     },
-    {
-      "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": "2026-05-14T20:48:34.632Z"
-    },
     {
       "slug": "butlr-agentabrams",
       "name": "butlr.agentabrams.com",
@@ -563,8 +520,51 @@
         "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
       ],
       "generated_at": "2026-05-15T00:04:39.212Z"
+    },
+    {
+      "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": "2026-05-15T00:19:44.068Z"
     }
   ],
-  "updated_at": "2026-05-15T00:04:39.212Z",
+  "updated_at": "2026-05-15T00:19:44.069Z",
   "count": 13
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 7a0846c6..3da3d126 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-05-14T23:49:37.752Z",
+  "generated_at": "2026-05-15T00:04:42.621Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "44 commits over 1 days (44.00/day)"
+          "evidence": "45 commits over 1 days (45.00/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "44 commits over 1 days (44.00/day)"
+          "evidence": "45 commits over 1 days (45.00/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index cd8df120..6656a40e 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-05-14T23:49:34.523Z",
+  "generated_at": "2026-05-15T00:04:39.411Z",
   "tickers": [
     {
       "sym": "SPY",
@@ -40,7 +40,7 @@
       "exchangeName": "PCX",
       "change": 53.71,
       "changePct": 7.7341,
-      "updated_at": "2026-05-14T23:49:34.651Z"
+      "updated_at": "2026-05-15T00:04:39.546Z"
     },
     {
       "sym": "QQQ",
@@ -81,7 +81,7 @@
       "exchangeName": "NGM",
       "change": 91.19,
       "changePct": 14.5068,
-      "updated_at": "2026-05-14T23:49:34.905Z"
+      "updated_at": "2026-05-15T00:04:39.728Z"
     },
     {
       "sym": "DIA",
@@ -122,7 +122,7 @@
       "exchangeName": "PCX",
       "change": 15.31,
       "changePct": 3.1535,
-      "updated_at": "2026-05-14T23:49:35.076Z"
+      "updated_at": "2026-05-15T00:04:39.907Z"
     },
     {
       "sym": "IWM",
@@ -163,7 +163,7 @@
       "exchangeName": "PCX",
       "change": 15.73,
       "changePct": 5.8537,
-      "updated_at": "2026-05-14T23:49:35.269Z"
+      "updated_at": "2026-05-15T00:04:40.080Z"
     },
     {
       "sym": "^VIX",
@@ -205,7 +205,7 @@
       "exchangeName": "CXI",
       "change": -1.1,
       "changePct": -5.9913,
-      "updated_at": "2026-05-14T23:49:35.451Z"
+      "updated_at": "2026-05-15T00:04:40.263Z"
     },
     {
       "sym": "^TNX",
@@ -247,7 +247,7 @@
       "exchangeName": "CGI",
       "change": 0.205,
       "changePct": 4.8167,
-      "updated_at": "2026-05-14T23:49:35.636Z"
+      "updated_at": "2026-05-15T00:04:40.446Z"
     },
     {
       "sym": "^TYX",
@@ -289,7 +289,7 @@
       "exchangeName": "CGI",
       "change": 0.144,
       "changePct": 2.9581,
-      "updated_at": "2026-05-14T23:49:35.815Z"
+      "updated_at": "2026-05-15T00:04:40.626Z"
     },
     {
       "sym": "^IRX",
@@ -330,14 +330,14 @@
       "exchangeName": "CGI",
       "change": -0.024,
       "changePct": -0.6645,
-      "updated_at": "2026-05-14T23:49:35.991Z"
+      "updated_at": "2026-05-15T00:04:40.806Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4656.6,
+      "price": 4656.1,
       "previousClose": 4825,
       "dayHigh": 4670.1,
       "dayLow": 4651,
@@ -366,13 +366,13 @@
         4718.7,
         4677.6,
         4697.7,
-        4656.6
+        4656.1
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -168.4,
-      "changePct": -3.4902,
-      "updated_at": "2026-05-14T23:49:36.172Z"
+      "change": -168.9,
+      "changePct": -3.5005,
+      "updated_at": "2026-05-15T00:04:40.995Z"
     },
     {
       "sym": "CL=F",
@@ -414,21 +414,20 @@
       "exchangeName": "NYM",
       "change": 10.66,
       "changePct": 11.6784,
-      "updated_at": "2026-05-14T23:49:36.349Z"
+      "updated_at": "2026-05-15T00:04:41.243Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 81065.11,
-      "previousClose": 74181.61,
+      "price": 81115.17,
+      "previousClose": 74805.08,
       "dayHigh": 81987.53,
       "dayLow": 79001.51,
       "fiftyTwoWeekHigh": 126198.07,
       "fiftyTwoWeekLow": 60074.203,
       "sparkline": [
-        74181.61,
         74805.08,
         75152.13,
         77126.875,
@@ -458,13 +457,13 @@
         81728.3,
         80477.49,
         79277.12,
-        81065.11
+        81115.17
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": 6883.5,
-      "changePct": 9.2793,
-      "updated_at": "2026-05-14T23:49:36.536Z"
+      "change": 6310.09,
+      "changePct": 8.4354,
+      "updated_at": "2026-05-15T00:04:41.423Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 8f678e15..2de96213 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-05-15T00:04:39.186Z",
+  "updated_at": "2026-05-15T00:19:44.044Z",
   "count": 12,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 44,
-      "last_commit": "2026-05-14 16:49:34 -0700 tick: refresh inventory + SWOT at 2026-05-14T23:49:33Z",
+      "commit_count": 45,
+      "last_commit": "2026-05-14 17:04:39 -0700 tick: refresh inventory + SWOT at 2026-05-15T00:04:38Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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