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tick: refresh inventory + SWOT at 2026-06-03T17:25:08Z

8cee6b679b0565361987e294e1814f5a4f769f4e · 2026-06-03 10:25:09 -0700 · Abrams Panel

Files touched

Diff

commit 8cee6b679b0565361987e294e1814f5a4f769f4e
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Wed Jun 3 10:25:09 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-03T17:25:08Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 10 ++--
 data/build-log.jsonl                  | 17 +++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260603-101702.json |  7 +++
 data/ideas.json                       | 88 ++++++++++++++++----------------
 data/mag-20-results.json              |  6 +--
 data/market.json                      | 96 +++++++++++++++++------------------
 data/projects.json                    |  6 +--
 9 files changed, 130 insertions(+), 106 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index e1010695..d4fbea01 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-03T16:17:00Z
+2026-06-03T17:17:02Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 28f9f907..ade25941 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-03T16:54:54.801Z",
+  "generated_at": "2026-06-03T17:10:03.624Z",
   "indexes": [
     {
       "id": "ABI",
@@ -7,7 +7,7 @@
       "icon": "◐",
       "value": 127,
       "unit": "idx",
-      "delta": 18.43,
+      "delta": 18.57,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         95,
@@ -16,7 +16,7 @@
         102,
         94,
         95,
-        39
+        40
       ],
       "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": -49,
+      "delta": -48,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         95,
@@ -36,7 +36,7 @@
         102,
         94,
         95,
-        39
+        40
       ],
       "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 a44bd509..73d8b946 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -18858,3 +18858,20 @@
 {"ts":"2026-06-03T17:09:59Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-03T17:10:00.335Z","type":"swot","slug":"agentabrams","name":"AgentAbrams"}
 {"ts":"2026-06-03T17:09:59Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-03T17:09:59Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-03T17:10:00.670Z","type":"counters","count":7}
+{"ts":"2026-06-03T17:09:59Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-03T17:10:02.744Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-03T17:09:59Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-03T17:10:03.624Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-03T17:09:59Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-03T17:10:04.284Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-03T17:09:59Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-03T17:10:04Z","type":"drain-queue","drained":0,"failed":75,"pending":75}
+{"ts":"2026-06-03T17:09:59Z","type":"tick-done","tick":"1780506608"}
+{"ts":"2026-06-03T17:17:02Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260603-101702.json"}
+{"ts":"2026-06-03T17:25:08Z","type":"tick-start","tick":"1780507508"}
+{"ts":"2026-06-03T17:25:08.948Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-03T17:25:08Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-03T17:25:08.979Z","type":"swot","slug":"abramsos","name":"AbramsOS"}
+{"ts":"2026-06-03T17:25:08Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index d06d673c..9e43972d 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-03T16:54:51.838Z",
+  "generated_at": "2026-06-03T17:10:00.669Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 1264,
+      "value": 1265,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260603-101702.json b/data/email-queue/20260603-101702.json
new file mode 100644
index 00000000..50d612a3
--- /dev/null
+++ b/data/email-queue/20260603-101702.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 2026-06-03T17:17:02Z**\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```\n2026-06-03 17:10:00  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-03 17:09:59  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-03 17:10:00  swot                {\"slug\": \"agentabrams\", \"name\": \"AgentAbrams\"}\n2026-06-03 17:09:59  swot-ok             {\"phase\": \"swot\"}\n2026-06-03 17:09:59  git-commit          {\"phase\": \"git\"}\n2026-06-03 17:10:00  counters            {\"count\": 7}\n2026-06-03 17:09:59  counters-ok         {\"phase\": \"counters\"}\n2026-06-03 17:10:02  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-03 17:09:59  market-ok           {\"phase\": \"market\"}\n2026-06-03 17:10:03  abrams-indexes      {\"count\": 8}\n2026-06-03 17:09:59  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-03 17:10:04  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-03 17:09:59  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-03 17:10:04  drain-queue         {\"drained\": 0, \"failed\": 75, \"pending\": 75}\n2026-06-03 17:09:59  tick-done           {\"tick\": \"1780506608\"}\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": "2026-06-03T17:17:02Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index a22f3b4b..ad7a0700 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -93,49 +93,6 @@
       ],
       "generated_at": "2026-06-03T08:25:06.579Z"
     },
-    {
-      "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": "2026-06-03T12:33:01.560Z"
-    },
     {
       "slug": "abrams-discovery-viewer",
       "name": "abrams-discovery-viewer",
@@ -607,8 +564,51 @@
         "Schedule weekly Friday-recap email."
       ],
       "generated_at": "2026-06-03T17:10:00.334Z"
+    },
+    {
+      "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": "2026-06-03T17:25:08.976Z"
     }
   ],
-  "updated_at": "2026-06-03T17:10:00.334Z",
+  "updated_at": "2026-06-03T17:25:08.976Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 8c2a5c2c..06b837e1 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-03T16:54:54.833Z",
+  "generated_at": "2026-06-03T17:10:03.651Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1194 commits over 20 days (59.70/day)"
+          "evidence": "1195 commits over 20 days (59.75/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1194 commits over 20 days (59.70/day)"
+          "evidence": "1195 commits over 20 days (59.75/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 741369ff..ac54d2ff 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-03T16:54:51.873Z",
+  "generated_at": "2026-06-03T17:10:00.699Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 754.615,
+      "price": 754.91,
       "previousClose": 720.65,
       "dayHigh": 758.8,
       "dayLow": 753.57,
@@ -34,20 +34,20 @@
         756.48,
         758.54,
         759.57,
-        754.615
+        754.91
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 33.965,
-      "changePct": 4.7131,
-      "updated_at": "2026-06-03T16:54:52.010Z"
+      "change": 34.26,
+      "changePct": 4.754,
+      "updated_at": "2026-06-03T17:10:00.834Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 743.02,
+      "price": 743.045,
       "previousClose": 674.15,
       "dayHigh": 748.63,
       "dayLow": 741.02,
@@ -75,20 +75,20 @@
         738.31,
         742.74,
         746.16,
-        743.02
+        743.045
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": 68.87,
-      "changePct": 10.2158,
-      "updated_at": "2026-06-03T16:54:52.181Z"
+      "change": 68.895,
+      "changePct": 10.2195,
+      "updated_at": "2026-06-03T17:10:01.009Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 509.46,
+      "price": 509.815,
       "previousClose": 495.02,
       "dayHigh": 512.85,
       "dayLow": 509,
@@ -116,20 +116,20 @@
         510.78,
         511.44,
         514.05,
-        509.46
+        509.815
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 14.44,
-      "changePct": 2.9171,
-      "updated_at": "2026-06-03T16:54:52.354Z"
+      "change": 14.795,
+      "changePct": 2.9888,
+      "updated_at": "2026-06-03T17:10:01.182Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 287.08,
+      "price": 287.505,
       "previousClose": 279.28,
       "dayHigh": 290.01,
       "dayLow": 286.78,
@@ -157,20 +157,20 @@
         290.43,
         288.98,
         291.66,
-        287.08
+        287.505
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 7.8,
-      "changePct": 2.7929,
-      "updated_at": "2026-06-03T16:54:52.538Z"
+      "change": 8.225,
+      "changePct": 2.9451,
+      "updated_at": "2026-06-03T17:10:01.360Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 16.42,
+      "price": 16.32,
       "previousClose": 16.99,
       "dayHigh": 16.63,
       "dayLow": 15.94,
@@ -199,13 +199,13 @@
         15.32,
         16.05,
         15.77,
-        16.42
+        16.32
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": -0.57,
-      "changePct": -3.3549,
-      "updated_at": "2026-06-03T16:54:52.709Z"
+      "change": -0.67,
+      "changePct": -3.9435,
+      "updated_at": "2026-06-03T17:10:01.537Z"
     },
     {
       "sym": "^TNX",
@@ -246,14 +246,14 @@
       "exchangeName": "CGI",
       "change": 0.119,
       "changePct": 2.7181,
-      "updated_at": "2026-06-03T16:54:52.887Z"
+      "updated_at": "2026-06-03T17:10:01.716Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 4.999,
+      "price": 4.998,
       "previousClose": 4.966,
       "dayHigh": 5.005,
       "dayLow": 4.982,
@@ -281,13 +281,13 @@
         4.993,
         4.991,
         4.967,
-        4.999
+        4.998
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.033,
-      "changePct": 0.6645,
-      "updated_at": "2026-06-03T16:54:53.063Z"
+      "change": 0.032,
+      "changePct": 0.6444,
+      "updated_at": "2026-06-03T17:10:01.894Z"
     },
     {
       "sym": "^IRX",
@@ -328,14 +328,14 @@
       "exchangeName": "CGI",
       "change": 0.048,
       "changePct": 1.3427,
-      "updated_at": "2026-06-03T16:54:53.242Z"
+      "updated_at": "2026-06-03T17:10:02.083Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4466.5,
+      "price": 4470,
       "previousClose": 4519.5,
       "dayHigh": 4525.1,
       "dayLow": 4454,
@@ -363,20 +363,20 @@
         4560.5,
         4475.2,
         4489.1,
-        4466.5
+        4470
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -53,
-      "changePct": -1.1727,
-      "updated_at": "2026-06-03T16:54:53.418Z"
+      "change": -49.5,
+      "changePct": -1.0953,
+      "updated_at": "2026-06-03T17:10:02.263Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 95.9,
+      "price": 95.68,
       "previousClose": 106.42,
       "dayHigh": 97,
       "dayLow": 93.45,
@@ -404,20 +404,20 @@
         87.36,
         92.16,
         93.76,
-        95.9
+        95.68
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -10.52,
-      "changePct": -9.8854,
-      "updated_at": "2026-06-03T16:54:53.597Z"
+      "change": -10.74,
+      "changePct": -10.0921,
+      "updated_at": "2026-06-03T17:10:02.444Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 65854.8,
+      "price": 65658.76,
       "previousClose": 78538.23,
       "dayHigh": 67390.914,
       "dayLow": 65531.03,
@@ -455,13 +455,13 @@
         73579.69,
         71319.77,
         66703.66,
-        65854.8
+        65658.76
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -12683.43,
-      "changePct": -16.1494,
-      "updated_at": "2026-06-03T16:54:53.779Z"
+      "change": -12879.47,
+      "changePct": -16.399,
+      "updated_at": "2026-06-03T17:10:02.621Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 28cc03a8..71dd4af3 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-03T17:10:00.306Z",
+  "updated_at": "2026-06-03T17:25:08.946Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1194,
-      "last_commit": "2026-06-03 09:54:51 -0700 tick: refresh inventory + SWOT at 2026-06-03T16:54:50Z",
+      "commit_count": 1195,
+      "last_commit": "2026-06-03 10:10:00 -0700 tick: refresh inventory + SWOT at 2026-06-03T17:09:59Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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