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tick: refresh inventory + SWOT at 2026-06-17T16:24:13Z

93f3100e7c1ba56801a7483bd16f29e0a036f256 · 2026-06-17 09:24:13 -0700 · Abrams Panel

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commit 93f3100e7c1ba56801a7483bd16f29e0a036f256
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Wed Jun 17 09:24:13 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-17T16:24:13Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 12 ++---
 data/build-log.jsonl                  | 17 ++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260617-091705.json |  7 +++
 data/ideas.json                       | 90 ++++++++++++++++----------------
 data/mag-20-results.json              |  8 +--
 data/market.json                      | 98 +++++++++++++++++------------------
 data/projects.json                    |  6 +--
 9 files changed, 134 insertions(+), 110 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index fdb57c40..b0697594 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-17T00:17:02Z
+2026-06-17T16:17:04Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index fce54016..accf1107 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,13 +1,13 @@
 {
-  "generated_at": "2026-06-17T15:53:51.572Z",
+  "generated_at": "2026-06-17T16:09:05.291Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 419,
+      "value": 420,
       "unit": "idx",
-      "delta": 62.43,
+      "delta": 62.57,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         65,
@@ -16,7 +16,7 @@
         94,
         95,
         94,
-        36
+        37
       ],
       "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": -46,
+      "delta": -45,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         65,
@@ -36,7 +36,7 @@
         94,
         95,
         94,
-        36
+        37
       ],
       "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 b1e2d27b..b2ad5523 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -30982,3 +30982,20 @@
 {"ts":"2026-06-17T16:09:01Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-17T16:09:01.640Z","type":"swot","slug":"abrams-report","name":"abrams-report"}
 {"ts":"2026-06-17T16:09:01Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-17T16:09:01Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-17T16:09:01.973Z","type":"counters","count":7}
+{"ts":"2026-06-17T16:09:01Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-17T16:09:04.193Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-17T16:09:01Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-17T16:09:05.291Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-17T16:09:01Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-17T16:09:06.007Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-17T16:09:01Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-17T16:09:06Z","type":"drain-queue","drained":0,"failed":135,"pending":135}
+{"ts":"2026-06-17T16:09:01Z","type":"tick-done","tick":"1781712553"}
+{"ts":"2026-06-17T16:17:04Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":1008,"queue_file":"data/email-queue/20260617-091705.json"}
+{"ts":"2026-06-17T16:24:13Z","type":"tick-start","tick":"1781713453"}
+{"ts":"2026-06-17T16:24:13.710Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-17T16:24:13Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-17T16:24:13.737Z","type":"swot","slug":"sdcc-agentabrams","name":"sdccanalysis.agentabrams.com"}
+{"ts":"2026-06-17T16:24:13Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index 11290131..a8c9ffaf 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-17T15:53:48.117Z",
+  "generated_at": "2026-06-17T16:09:01.973Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 2018,
+      "value": 2019,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260617-091705.json b/data/email-queue/20260617-091705.json
new file mode 100644
index 00000000..409512a3
--- /dev/null
+++ b/data/email-queue/20260617-091705.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 2026-06-17T16:17:04Z**\n\n- Projects tracked: **13** (3 live)\n- SWOT analyses: **14**\n- Leads captured (total): **1**\n- Build events since last email: **1008**\n\n## Recent build log\n\n```\n2026-06-17 16:09:01  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-17 16:09:01  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-17 16:09:01  swot                {\"slug\": \"abrams-report\", \"name\": \"abrams-report\"}\n2026-06-17 16:09:01  swot-ok             {\"phase\": \"swot\"}\n2026-06-17 16:09:01  git-commit          {\"phase\": \"git\"}\n2026-06-17 16:09:01  counters            {\"count\": 7}\n2026-06-17 16:09:01  counters-ok         {\"phase\": \"counters\"}\n2026-06-17 16:09:04  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-17 16:09:01  market-ok           {\"phase\": \"market\"}\n2026-06-17 16:09:05  abrams-indexes      {\"count\": 8}\n2026-06-17 16:09:01  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-17 16:09:06  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-17 16:09:01  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-17 16:09:06  drain-queue         {\"drained\": 0, \"failed\": 135, \"pending\": 135}\n2026-06-17 16:09:01  tick-done           {\"tick\": \"1781712553\"}\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": "2026-06-17T16:17:04Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 468fe178..a7805877 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -481,50 +481,6 @@
       ],
       "generated_at": "2026-06-17T15:23:20.623Z"
     },
-    {
-      "slug": "sdcc-agentabrams",
-      "name": "sdccanalysis.agentabrams.com",
-      "tagline": "One screen for the empire.",
-      "summary": "sdccanalysis.agentabrams.com — Student loan & SDCC analysis hub.\n\nOne screen for the empire.",
-      "stage": "live",
-      "category": "analysis",
-      "domain": "sdccanalysis.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": "2026-06-17T15:38:34.492Z"
-    },
     {
       "slug": "agentabrams",
       "name": "AgentAbrams",
@@ -607,8 +563,52 @@
         "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
       ],
       "generated_at": "2026-06-17T16:09:01.639Z"
+    },
+    {
+      "slug": "sdcc-agentabrams",
+      "name": "sdccanalysis.agentabrams.com",
+      "tagline": "One screen for the empire.",
+      "summary": "sdccanalysis.agentabrams.com — Student loan & SDCC analysis hub.\n\nOne screen for the empire.",
+      "stage": "live",
+      "category": "analysis",
+      "domain": "sdccanalysis.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": "2026-06-17T16:24:13.737Z"
     }
   ],
-  "updated_at": "2026-06-17T16:09:01.639Z",
+  "updated_at": "2026-06-17T16:24:13.737Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index cd7b1385..677eed0d 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-17T15:53:51.602Z",
+  "generated_at": "2026-06-17T16:09:05.320Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1948 commits over 34 days (57.29/day)"
+          "evidence": "1949 commits over 34 days (57.32/day)"
         },
         "13": {
           "status": "pass",
@@ -142,7 +142,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "14 commits over 33 days (0.42/day)"
+          "evidence": "14 commits over 34 days (0.41/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1948 commits over 34 days (57.29/day)"
+          "evidence": "1949 commits over 34 days (57.32/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index a5ac8926..c37acfc2 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-17T15:53:48.148Z",
+  "generated_at": "2026-06-17T16:09:02.004Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 750.36,
+      "price": 750.72,
       "previousClose": 739.17,
       "dayHigh": 752.15,
       "dayLow": 747.85,
@@ -34,20 +34,20 @@
         741.75,
         754.83,
         750.33,
-        750.36
+        750.72
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 11.19,
-      "changePct": 1.5139,
-      "updated_at": "2026-06-17T15:53:48.284Z"
+      "change": 11.55,
+      "changePct": 1.5626,
+      "updated_at": "2026-06-17T16:09:02.142Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 733.03,
+      "price": 733.61,
       "previousClose": 708.93,
       "dayHigh": 735.678,
       "dayLow": 729.56,
@@ -75,20 +75,20 @@
         721.34,
         744,
         729.86,
-        733.03
+        733.61
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": 24.1,
-      "changePct": 3.3995,
-      "updated_at": "2026-06-17T15:53:48.473Z"
+      "change": 24.68,
+      "changePct": 3.4813,
+      "updated_at": "2026-06-17T16:09:02.393Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 523.59,
+      "price": 523.48,
       "previousClose": 495.37,
       "dayHigh": 524.17,
       "dayLow": 521.13,
@@ -116,22 +116,22 @@
         513.06,
         518.44,
         521.44,
-        523.59
+        523.48
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 28.22,
-      "changePct": 5.6968,
-      "updated_at": "2026-06-17T15:53:48.646Z"
+      "change": 28.11,
+      "changePct": 5.6745,
+      "updated_at": "2026-06-17T16:09:02.570Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 295.25,
+      "price": 295.44,
       "previousClose": 277.6,
-      "dayHigh": 295.37,
+      "dayHigh": 295.51,
       "dayLow": 292.35,
       "fiftyTwoWeekHigh": 297.91,
       "fiftyTwoWeekLow": 206.81,
@@ -157,13 +157,13 @@
         292.95,
         294.64,
         292.08,
-        295.25
+        295.44
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 17.65,
-      "changePct": 6.3581,
-      "updated_at": "2026-06-17T15:53:48.820Z"
+      "change": 17.84,
+      "changePct": 6.4265,
+      "updated_at": "2026-06-17T16:09:02.752Z"
     },
     {
       "sym": "^VIX",
@@ -205,14 +205,14 @@
       "exchangeName": "CXI",
       "change": -1.6,
       "changePct": -8.6815,
-      "updated_at": "2026-06-17T15:53:49.003Z"
+      "updated_at": "2026-06-17T16:09:02.951Z"
     },
     {
       "sym": "^TNX",
       "name": "10-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TNX",
-      "price": 4.436,
+      "price": 4.438,
       "previousClose": 4.595,
       "dayHigh": 4.451,
       "dayLow": 4.426,
@@ -238,20 +238,20 @@
         4.542,
         4.463,
         4.487,
-        4.436
+        4.438
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": -0.159,
-      "changePct": -3.4603,
-      "updated_at": "2026-06-17T15:53:49.180Z"
+      "change": -0.157,
+      "changePct": -3.4168,
+      "updated_at": "2026-06-17T16:09:03.129Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 4.925,
+      "price": 4.926,
       "previousClose": 5.128,
       "dayHigh": 4.94,
       "dayLow": 4.92,
@@ -277,13 +277,13 @@
         5.025,
         4.951,
         4.975,
-        4.925
+        4.926
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": -0.203,
-      "changePct": -3.9587,
-      "updated_at": "2026-06-17T15:53:49.427Z"
+      "change": -0.202,
+      "changePct": -3.9392,
+      "updated_at": "2026-06-17T16:09:03.329Z"
     },
     {
       "sym": "^IRX",
@@ -322,14 +322,14 @@
       "exchangeName": "CGI",
       "change": 0.042,
       "changePct": 1.1706,
-      "updated_at": "2026-06-17T15:53:49.619Z"
+      "updated_at": "2026-06-17T16:09:03.512Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4377.7,
+      "price": 4383.3,
       "previousClose": 4552.5,
       "dayHigh": 4384.2,
       "dayLow": 4335.6,
@@ -357,20 +357,20 @@
         4215,
         4328,
         4330.9,
-        4377.7
+        4383.3
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -174.8,
-      "changePct": -3.8396,
-      "updated_at": "2026-06-17T15:53:49.799Z"
+      "change": -169.2,
+      "changePct": -3.7166,
+      "updated_at": "2026-06-17T16:09:03.699Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 76.17,
+      "price": 75.94,
       "previousClose": 108.66,
       "dayHigh": 79.18,
       "dayLow": 74.09,
@@ -398,20 +398,20 @@
         84.88,
         80.75,
         76.05,
-        76.17
+        75.94
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -32.49,
-      "changePct": -29.9006,
-      "updated_at": "2026-06-17T15:53:49.977Z"
+      "change": -32.72,
+      "changePct": -30.1123,
+      "updated_at": "2026-06-17T16:09:03.886Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 65639.54,
+      "price": 65757.27,
       "previousClose": 77429.35,
       "dayHigh": 65849.53,
       "dayLow": 65333.9,
@@ -449,13 +449,13 @@
         65710.4,
         66289.5,
         65600.64,
-        65639.54
+        65757.27
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -11789.81,
-      "changePct": -15.2265,
-      "updated_at": "2026-06-17T15:53:50.159Z"
+      "change": -11672.08,
+      "changePct": -15.0745,
+      "updated_at": "2026-06-17T16:09:04.071Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 5123498c..dbe943af 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-17T16:09:01.610Z",
+  "updated_at": "2026-06-17T16:24:13.709Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1948,
-      "last_commit": "2026-06-17 08:53:47 -0700 tick: refresh inventory + SWOT at 2026-06-17T15:53:47Z",
+      "commit_count": 1949,
+      "last_commit": "2026-06-17 09:09:01 -0700 tick: refresh inventory + SWOT at 2026-06-17T16:09:01Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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