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tick: refresh inventory + SWOT at 2026-06-03T16:24:24Z

9b731b3b2bb401351b5ba74e20b299722e7ae6ad · 2026-06-03 09:24:25 -0700 · Abrams Panel

Files touched

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commit 9b731b3b2bb401351b5ba74e20b299722e7ae6ad
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Wed Jun 3 09:24:25 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-03T16:24:24Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 10 ++--
 data/build-log.jsonl                  | 17 +++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260603-091700.json |  7 +++
 data/ideas.json                       | 90 +++++++++++++++++-----------------
 data/mag-20-results.json              |  8 +--
 data/market.json                      | 92 +++++++++++++++++------------------
 data/projects.json                    |  6 +--
 9 files changed, 130 insertions(+), 106 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index fcb987bb..e1010695 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-03T00:17:05Z
+2026-06-03T16:17:00Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 1a157fb8..cca9e5a2 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-03T15:54:08.632Z",
+  "generated_at": "2026-06-03T16:09:20.041Z",
   "indexes": [
     {
       "id": "ABI",
@@ -7,7 +7,7 @@
       "icon": "◐",
       "value": 126,
       "unit": "idx",
-      "delta": 17.86,
+      "delta": 18,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         95,
@@ -16,7 +16,7 @@
         102,
         94,
         95,
-        35
+        36
       ],
       "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": -52,
+      "delta": -51,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         95,
@@ -36,7 +36,7 @@
         102,
         94,
         95,
-        35
+        36
       ],
       "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 2343c449..d000f360 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -18793,3 +18793,20 @@
 {"ts":"2026-06-03T16:09:14Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-03T16:09:15.635Z","type":"swot","slug":"videos-agentabrams-worker","name":"videos-agentabrams-worker"}
 {"ts":"2026-06-03T16:09:14Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-03T16:09:14Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-03T16:09:17.029Z","type":"counters","count":7}
+{"ts":"2026-06-03T16:09:14Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-03T16:09:19.261Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-03T16:09:14Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-03T16:09:20.041Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-03T16:09:14Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-03T16:09:20.685Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-03T16:09:14Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-03T16:09:20Z","type":"drain-queue","drained":0,"failed":74,"pending":74}
+{"ts":"2026-06-03T16:09:14Z","type":"tick-done","tick":"1780502964"}
+{"ts":"2026-06-03T16:17:00Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":1008,"queue_file":"data/email-queue/20260603-091700.json"}
+{"ts":"2026-06-03T16:24:24Z","type":"tick-start","tick":"1780503864"}
+{"ts":"2026-06-03T16:24:25.007Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-03T16:24:24Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-03T16:24:25.036Z","type":"swot","slug":"sdcc-agentabrams","name":"sdccanalysis.agentabrams.com"}
+{"ts":"2026-06-03T16:24:24Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index e05e8768..966170a8 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-03T15:54:05.619Z",
+  "generated_at": "2026-06-03T16:09:17.029Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 1260,
+      "value": 1261,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260603-091700.json b/data/email-queue/20260603-091700.json
new file mode 100644
index 00000000..e0ad9626
--- /dev/null
+++ b/data/email-queue/20260603-091700.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 2026-06-03T16:17:00Z**\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```\n2026-06-03 16:09:15  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-03 16:09:14  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-03 16:09:15  swot                {\"slug\": \"videos-agentabrams-worker\", \"name\": \"videos-agentabrams-worker\"}\n2026-06-03 16:09:14  swot-ok             {\"phase\": \"swot\"}\n2026-06-03 16:09:14  git-commit          {\"phase\": \"git\"}\n2026-06-03 16:09:17  counters            {\"count\": 7}\n2026-06-03 16:09:14  counters-ok         {\"phase\": \"counters\"}\n2026-06-03 16:09:19  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-03 16:09:14  market-ok           {\"phase\": \"market\"}\n2026-06-03 16:09:20  abrams-indexes      {\"count\": 8}\n2026-06-03 16:09:14  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-03 16:09:20  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-03 16:09:14  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-03 16:09:20  drain-queue         {\"drained\": 0, \"failed\": 74, \"pending\": 74}\n2026-06-03 16:09:14  tick-done           {\"tick\": \"1780502964\"}\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": "2026-06-03T16:17:00Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 56ff1e2f..26c509d1 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -521,50 +521,6 @@
       ],
       "generated_at": "2026-06-03T15:38:55.676Z"
     },
-    {
-      "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": "2026-06-03T15:54:05.265Z"
-    },
     {
       "slug": "videos-agentabrams-worker",
       "name": "videos-agentabrams-worker",
@@ -607,8 +563,52 @@
         "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
       ],
       "generated_at": "2026-06-03T16:09:15.630Z"
+    },
+    {
+      "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": "2026-06-03T16:24:25.035Z"
     }
   ],
-  "updated_at": "2026-06-03T16:09:15.630Z",
+  "updated_at": "2026-06-03T16:24:25.035Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index a875e8b3..33cfaff9 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-03T15:54:08.661Z",
+  "generated_at": "2026-06-03T16:09:20.069Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1190 commits over 20 days (59.50/day)"
+          "evidence": "1191 commits over 20 days (59.55/day)"
         },
         "13": {
           "status": "pass",
@@ -142,7 +142,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "14 commits over 19 days (0.74/day)"
+          "evidence": "14 commits over 20 days (0.70/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1190 commits over 20 days (59.50/day)"
+          "evidence": "1191 commits over 20 days (59.55/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 996a4113..e3ae3310 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-03T15:54:05.652Z",
+  "generated_at": "2026-06-03T16:09:17.059Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 755.16,
+      "price": 755.105,
       "previousClose": 720.65,
       "dayHigh": 758.8,
       "dayLow": 754.74,
@@ -34,20 +34,20 @@
         756.48,
         758.54,
         759.57,
-        755.16
+        755.105
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 34.51,
-      "changePct": 4.7887,
-      "updated_at": "2026-06-03T15:54:05.831Z"
+      "change": 34.455,
+      "changePct": 4.7811,
+      "updated_at": "2026-06-03T16:09:17.196Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 743.76,
+      "price": 743.48,
       "previousClose": 674.15,
       "dayHigh": 748.63,
       "dayLow": 741.02,
@@ -75,20 +75,20 @@
         738.31,
         742.74,
         746.16,
-        743.76
+        743.48
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": 69.61,
-      "changePct": 10.3256,
-      "updated_at": "2026-06-03T15:54:06.004Z"
+      "change": 69.33,
+      "changePct": 10.2841,
+      "updated_at": "2026-06-03T16:09:17.439Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 509.275,
+      "price": 509.73,
       "previousClose": 495.02,
       "dayHigh": 512.85,
       "dayLow": 509,
@@ -116,20 +116,20 @@
         510.78,
         511.44,
         514.05,
-        509.275
+        509.73
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 14.255,
-      "changePct": 2.8797,
-      "updated_at": "2026-06-03T15:54:06.177Z"
+      "change": 14.71,
+      "changePct": 2.9716,
+      "updated_at": "2026-06-03T16:09:17.625Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 287.8,
+      "price": 288.08,
       "previousClose": 279.28,
       "dayHigh": 290.01,
       "dayLow": 286.9,
@@ -157,20 +157,20 @@
         290.43,
         288.98,
         291.66,
-        287.8
+        288.08
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 8.52,
-      "changePct": 3.0507,
-      "updated_at": "2026-06-03T15:54:06.351Z"
+      "change": 8.8,
+      "changePct": 3.151,
+      "updated_at": "2026-06-03T16:09:17.874Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 16.22,
+      "price": 16.25,
       "previousClose": 16.99,
       "dayHigh": 16.63,
       "dayLow": 15.94,
@@ -199,13 +199,13 @@
         15.32,
         16.05,
         15.77,
-        16.22
+        16.25
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": -0.77,
-      "changePct": -4.5321,
-      "updated_at": "2026-06-03T15:54:06.528Z"
+      "change": -0.74,
+      "changePct": -4.3555,
+      "updated_at": "2026-06-03T16:09:18.050Z"
     },
     {
       "sym": "^TNX",
@@ -214,7 +214,7 @@
       "symbol": "^TNX",
       "price": 4.497,
       "previousClose": 4.378,
-      "dayHigh": 4.499,
+      "dayHigh": 4.503,
       "dayLow": 4.475,
       "fiftyTwoWeekHigh": 4.997,
       "fiftyTwoWeekLow": 3.345,
@@ -246,16 +246,16 @@
       "exchangeName": "CGI",
       "change": 0.119,
       "changePct": 2.7181,
-      "updated_at": "2026-06-03T15:54:06.700Z"
+      "updated_at": "2026-06-03T16:09:18.228Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 5.003,
+      "price": 5.001,
       "previousClose": 4.966,
-      "dayHigh": 5.003,
+      "dayHigh": 5.005,
       "dayLow": 4.982,
       "fiftyTwoWeekHigh": 5.152,
       "fiftyTwoWeekLow": 3.717,
@@ -281,13 +281,13 @@
         4.993,
         4.991,
         4.967,
-        5.003
+        5.001
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.037,
-      "changePct": 0.7451,
-      "updated_at": "2026-06-03T15:54:06.883Z"
+      "change": 0.035,
+      "changePct": 0.7048,
+      "updated_at": "2026-06-03T16:09:18.409Z"
     },
     {
       "sym": "^IRX",
@@ -328,14 +328,14 @@
       "exchangeName": "CGI",
       "change": 0.048,
       "changePct": 1.3427,
-      "updated_at": "2026-06-03T15:54:07.071Z"
+      "updated_at": "2026-06-03T16:09:18.590Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4469.9,
+      "price": 4470.3,
       "previousClose": 4519.5,
       "dayHigh": 4525.1,
       "dayLow": 4454,
@@ -363,13 +363,13 @@
         4560.5,
         4475.2,
         4489.1,
-        4469.9
+        4470.3
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -49.6,
-      "changePct": -1.0975,
-      "updated_at": "2026-06-03T15:54:07.266Z"
+      "change": -49.2,
+      "changePct": -1.0886,
+      "updated_at": "2026-06-03T16:09:18.773Z"
     },
     {
       "sym": "CL=F",
@@ -410,14 +410,14 @@
       "exchangeName": "NYM",
       "change": -10.45,
       "changePct": -9.8196,
-      "updated_at": "2026-06-03T15:54:07.444Z"
+      "updated_at": "2026-06-03T16:09:18.963Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 66158,
+      "price": 66063.97,
       "previousClose": 78538.23,
       "dayHigh": 67390.914,
       "dayLow": 65603.85,
@@ -455,13 +455,13 @@
         73579.69,
         71319.77,
         66703.66,
-        66158
+        66063.97
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -12380.23,
-      "changePct": -15.7633,
-      "updated_at": "2026-06-03T15:54:07.646Z"
+      "change": -12474.26,
+      "changePct": -15.883,
+      "updated_at": "2026-06-03T16:09:19.138Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 1b987d9c..d13c3ffa 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-03T16:09:15.583Z",
+  "updated_at": "2026-06-03T16:24:25.007Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1190,
-      "last_commit": "2026-06-03 08:54:05 -0700 tick: refresh inventory + SWOT at 2026-06-03T15:54:04Z",
+      "commit_count": 1191,
+      "last_commit": "2026-06-03 09:09:15 -0700 tick: refresh inventory + SWOT at 2026-06-03T16:09:14Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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