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tick: refresh inventory + SWOT at 2026-06-11T16:31:12Z

86d5cb93de0bdeb44fccfb2dec5f335dd19d75d8 · 2026-06-11 09:31:12 -0700 · Abrams Panel

Files touched

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commit 86d5cb93de0bdeb44fccfb2dec5f335dd19d75d8
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Thu Jun 11 09:31:12 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-11T16:31:12Z
---
 data/.last-email-ts                   |   2 +-
 data/abrams-indexes.json              |  12 ++--
 data/build-log.jsonl                  |  17 ++++++
 data/counters.json                    |   4 +-
 data/email-queue/20260611-091700.json |   7 +++
 data/ideas.json                       |  90 +++++++++++++--------------
 data/mag-20-results.json              |   8 +--
 data/market.json                      | 112 +++++++++++++++++-----------------
 data/projects.json                    |   6 +-
 9 files changed, 141 insertions(+), 117 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index f9c47d24..5d8f7367 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-11T00:17:04Z
+2026-06-11T16:17:00Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 48156468..2878a4da 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,13 +1,13 @@
 {
-  "generated_at": "2026-06-11T16:00:51.308Z",
+  "generated_at": "2026-06-11T16:16:04.230Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 25,
+      "value": 26,
       "unit": "idx",
-      "delta": -60,
+      "delta": -59.86,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         0,
@@ -16,7 +16,7 @@
         0,
         53,
         84,
-        6
+        7
       ],
       "method": "Daily commit count across all Abrams projects, indexed 100 = previous 7-day average. >100 = accelerating. <100 = cooling.",
       "interpretation": "BUILD COOLING"
@@ -25,7 +25,7 @@
       "id": "OHI",
       "name": "Operator Heat Index",
       "icon": "✸",
-      "value": 30,
+      "value": 35,
       "unit": "/100",
       "delta": -14,
       "delta_label": "commits today vs 7d avg",
@@ -36,7 +36,7 @@
         0,
         53,
         84,
-        6
+        7
       ],
       "method": "Composite: 50pt for pm2 uptime ratio + 50pt cap for today commits × 5. Reads founder activity intensity.",
       "interpretation": "COLD"
diff --git a/data/build-log.jsonl b/data/build-log.jsonl
index 7bccf996..a21728fc 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -21858,3 +21858,20 @@
 {"ts":"2026-06-11T16:15:59Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-11T16:16:00.407Z","type":"swot","slug":"abrams-report","name":"abrams-report"}
 {"ts":"2026-06-11T16:15:59Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-11T16:15:59Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-11T16:16:00.778Z","type":"counters","count":7}
+{"ts":"2026-06-11T16:15:59Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-11T16:16:03.113Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-11T16:15:59Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-11T16:16:04.230Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-11T16:15:59Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-11T16:16:05.133Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-11T16:15:59Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-11T16:16:05Z","type":"drain-queue","drained":0,"failed":99,"pending":99}
+{"ts":"2026-06-11T16:15:59Z","type":"tick-done","tick":"1781194572"}
+{"ts":"2026-06-11T16:17:00Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":368,"queue_file":"data/email-queue/20260611-091700.json"}
+{"ts":"2026-06-11T16:31:12Z","type":"tick-start","tick":"1781195472"}
+{"ts":"2026-06-11T16:31:12.638Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-11T16:31:12Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-11T16:31:12.670Z","type":"swot","slug":"abrams-life","name":"abrams-life"}
+{"ts":"2026-06-11T16:31:12Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index 329a3f40..7e61a851 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-11T16:00:47.541Z",
+  "generated_at": "2026-06-11T16:16:00.777Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 1450,
+      "value": 1451,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260611-091700.json b/data/email-queue/20260611-091700.json
new file mode 100644
index 00000000..ddb14e3e
--- /dev/null
+++ b/data/email-queue/20260611-091700.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 09:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-06-11T16:17:00Z**\n\n- Projects tracked: **13** (3 live)\n- SWOT analyses: **14**\n- Leads captured (total): **1**\n- Build events since last email: **368**\n\n## Recent build log\n\n```\n2026-06-11 16:16:00  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-11 16:15:59  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-11 16:16:00  swot                {\"slug\": \"abrams-report\", \"name\": \"abrams-report\"}\n2026-06-11 16:15:59  swot-ok             {\"phase\": \"swot\"}\n2026-06-11 16:15:59  git-commit          {\"phase\": \"git\"}\n2026-06-11 16:16:00  counters            {\"count\": 7}\n2026-06-11 16:15:59  counters-ok         {\"phase\": \"counters\"}\n2026-06-11 16:16:03  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-11 16:15:59  market-ok           {\"phase\": \"market\"}\n2026-06-11 16:16:04  abrams-indexes      {\"count\": 8}\n2026-06-11 16:15:59  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-11 16:16:05  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-11 16:15:59  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-11 16:16:05  drain-queue         {\"drained\": 0, \"failed\": 99, \"pending\": 99}\n2026-06-11 16:15:59  tick-done           {\"tick\": \"1781194572\"}\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": "2026-06-11T16:17:00Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index a60725dd..eeb4f283 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -354,50 +354,6 @@
       ],
       "generated_at": "2026-06-11T14:44:29.896Z"
     },
-    {
-      "slug": "abrams-life",
-      "name": "abrams-life",
-      "tagline": "One screen for the empire.",
-      "summary": "abrams-life — no description\n\nOne screen for the empire.",
-      "stage": "dev",
-      "category": "misc",
-      "domain": null,
-      "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": "2026-06-11T15:00:03.893Z"
-    },
     {
       "slug": "videos-agentabrams-worker",
       "name": "videos-agentabrams-worker",
@@ -607,8 +563,52 @@
         "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
       ],
       "generated_at": "2026-06-11T16:16:00.406Z"
+    },
+    {
+      "slug": "abrams-life",
+      "name": "abrams-life",
+      "tagline": "One screen for the empire.",
+      "summary": "abrams-life — no description\n\nOne screen for the empire.",
+      "stage": "dev",
+      "category": "misc",
+      "domain": null,
+      "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": "2026-06-11T16:31:12.669Z"
     }
   ],
-  "updated_at": "2026-06-11T16:16:00.407Z",
+  "updated_at": "2026-06-11T16:31:12.669Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index adeba63a..681b69c6 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-11T16:00:51.346Z",
+  "generated_at": "2026-06-11T16:16:04.263Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1380 commits over 28 days (49.29/day)"
+          "evidence": "1381 commits over 28 days (49.32/day)"
         },
         "13": {
           "status": "pass",
@@ -142,7 +142,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "14 commits over 27 days (0.52/day)"
+          "evidence": "14 commits over 28 days (0.50/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1380 commits over 28 days (49.29/day)"
+          "evidence": "1381 commits over 28 days (49.32/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index e51fdb08..1dba4bb6 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-11T16:00:47.590Z",
+  "generated_at": "2026-06-11T16:16:00.815Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 728.58,
+      "price": 729.81,
       "previousClose": 739.3,
       "dayHigh": 731.575,
       "dayLow": 724.412,
@@ -35,20 +35,20 @@
         739.22,
         737.05,
         725.43,
-        728.58
+        729.81
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": -10.72,
-      "changePct": -1.45,
-      "updated_at": "2026-06-11T16:00:47.729Z"
+      "change": -9.49,
+      "changePct": -1.2836,
+      "updated_at": "2026-06-11T16:16:00.947Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 702.48,
+      "price": 703.8,
       "previousClose": 713.29,
       "dayHigh": 706.41,
       "dayLow": 695,
@@ -77,20 +77,20 @@
         716.07,
         707.83,
         693.69,
-        702.48
+        703.8
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": -10.81,
-      "changePct": -1.5155,
-      "updated_at": "2026-06-11T16:00:47.915Z"
+      "change": -9.49,
+      "changePct": -1.3305,
+      "updated_at": "2026-06-11T16:16:01.127Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 503.76,
+      "price": 504.53,
       "previousClose": 497.11,
       "dayHigh": 505.01,
       "dayLow": 501.62,
@@ -119,20 +119,20 @@
         508.91,
         509.41,
         500.25,
-        503.76
+        504.53
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 6.65,
-      "changePct": 1.3377,
-      "updated_at": "2026-06-11T16:00:48.102Z"
+      "change": 7.42,
+      "changePct": 1.4926,
+      "updated_at": "2026-06-11T16:16:01.305Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 286.11,
+      "price": 286.24,
       "previousClose": 285.33,
       "dayHigh": 287.24,
       "dayLow": 284.07,
@@ -161,20 +161,20 @@
         284.11,
         285.02,
         282.05,
-        286.11
+        286.24
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 0.78,
-      "changePct": 0.2734,
-      "updated_at": "2026-06-11T16:00:48.279Z"
+      "change": 0.91,
+      "changePct": 0.3189,
+      "updated_at": "2026-06-11T16:16:01.550Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 21.93,
+      "price": 21.68,
       "previousClose": 18.38,
       "dayHigh": 22.59,
       "dayLow": 20.53,
@@ -204,20 +204,20 @@
         18.92,
         19.87,
         22.22,
-        21.93
+        21.68
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": 3.55,
-      "changePct": 19.3145,
-      "updated_at": "2026-06-11T16:00:48.458Z"
+      "change": 3.3,
+      "changePct": 17.9543,
+      "updated_at": "2026-06-11T16:16:01.732Z"
     },
     {
       "sym": "^TNX",
       "name": "10-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TNX",
-      "price": 4.525,
+      "price": 4.526,
       "previousClose": 4.41,
       "dayHigh": 4.55,
       "dayLow": 4.513,
@@ -246,20 +246,20 @@
         4.552,
         4.528,
         4.542,
-        4.525
+        4.526
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.115,
-      "changePct": 2.6077,
-      "updated_at": "2026-06-11T16:00:48.771Z"
+      "change": 0.116,
+      "changePct": 2.6304,
+      "updated_at": "2026-06-11T16:16:01.981Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 5.002,
+      "price": 5.004,
       "previousClose": 4.986,
       "dayHigh": 5.022,
       "dayLow": 4.991,
@@ -288,20 +288,20 @@
         5.024,
         5.011,
         5.025,
-        5.002
+        5.004
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.016,
-      "changePct": 0.3209,
-      "updated_at": "2026-06-11T16:00:48.956Z"
+      "change": 0.018,
+      "changePct": 0.361,
+      "updated_at": "2026-06-11T16:16:02.174Z"
     },
     {
       "sym": "^IRX",
       "name": "13-Week T-Bill",
       "cat": "Bonds",
       "symbol": "^IRX",
-      "price": 3.6279998,
+      "price": 3.6299999,
       "previousClose": 3.6,
       "dayHigh": 3.632,
       "dayLow": 3.6279998,
@@ -330,20 +330,20 @@
         3.628,
         3.635,
         3.635,
-        3.6279998
+        3.6299999
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.028,
-      "changePct": 0.7778,
-      "updated_at": "2026-06-11T16:00:49.136Z"
+      "change": 0.03,
+      "changePct": 0.8333,
+      "updated_at": "2026-06-11T16:16:02.349Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4110,
+      "price": 4109.6,
       "previousClose": 4718.7,
       "dayHigh": 4138.5,
       "dayLow": 4046.2,
@@ -372,20 +372,20 @@
         4335.9,
         4260,
         4108.2,
-        4110
+        4109.6
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -608.7,
-      "changePct": -12.8997,
-      "updated_at": "2026-06-11T16:00:49.336Z"
+      "change": -609.1,
+      "changePct": -12.9082,
+      "updated_at": "2026-06-11T16:16:02.540Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 91.03,
+      "price": 90.82,
       "previousClose": 98.07,
       "dayHigh": 93.64,
       "dayLow": 88.63,
@@ -414,20 +414,20 @@
         91.3,
         88.2,
         90.03,
-        91.03
+        90.82
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -7.04,
-      "changePct": -7.1785,
-      "updated_at": "2026-06-11T16:00:49.523Z"
+      "change": -7.25,
+      "changePct": -7.3927,
+      "updated_at": "2026-06-11T16:16:02.733Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 62718.21,
+      "price": 62730.88,
       "previousClose": 81728.3,
       "dayHigh": 62609.28,
       "dayLow": 61456.17,
@@ -465,13 +465,13 @@
         63090.59,
         61643.78,
         61449.29,
-        62718.21
+        62730.88
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -19010.09,
-      "changePct": -23.2601,
-      "updated_at": "2026-06-11T16:00:49.713Z"
+      "change": -18997.42,
+      "changePct": -23.2446,
+      "updated_at": "2026-06-11T16:16:02.991Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 3e022ca9..a3927f84 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-11T16:16:00.375Z",
+  "updated_at": "2026-06-11T16:31:12.638Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1380,
-      "last_commit": "2026-06-11 09:00:46 -0700 tick: refresh inventory + SWOT at 2026-06-11T16:00:45Z",
+      "commit_count": 1381,
+      "last_commit": "2026-06-11 09:16:00 -0700 tick: refresh inventory + SWOT at 2026-06-11T16:15:59Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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