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tick: refresh inventory + SWOT at 2026-06-12T19:18:01Z

ae52b33f40267e5bf20ed0766199f0457082a2fa · 2026-06-12 12:18:02 -0700 · Abrams Panel

Files touched

Diff

commit ae52b33f40267e5bf20ed0766199f0457082a2fa
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Fri Jun 12 12:18:02 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-12T19:18:01Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 10 ++--
 data/build-log.jsonl                  | 17 ++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260612-121704.json |  7 +++
 data/ideas.json                       | 90 ++++++++++++++++----------------
 data/mag-20-results.json              |  6 +--
 data/market.json                      | 98 +++++++++++++++++------------------
 data/projects.json                    |  6 +--
 9 files changed, 132 insertions(+), 108 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 0a0d5aa0..9c2c9845 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-12T18:17:04Z
+2026-06-12T19:17:03Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index a1064e88..2532b08f 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-12T18:47:41.757Z",
+  "generated_at": "2026-06-12T19:02:53.475Z",
   "indexes": [
     {
       "id": "ABI",
@@ -7,7 +7,7 @@
       "icon": "◐",
       "value": 53,
       "unit": "idx",
-      "delta": -31.29,
+      "delta": -31.14,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         0,
@@ -16,7 +16,7 @@
         53,
         84,
         65,
-        47
+        48
       ],
       "method": "Daily commit count across all Abrams projects, indexed 100 = previous 7-day average. >100 = accelerating. <100 = cooling.",
       "interpretation": "BUILD COOLING"
@@ -27,7 +27,7 @@
       "icon": "✸",
       "value": 50,
       "unit": "/100",
-      "delta": 11,
+      "delta": 12,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         0,
@@ -36,7 +36,7 @@
         53,
         84,
         65,
-        47
+        48
       ],
       "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 677b296e..25a90618 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -23566,3 +23566,20 @@
 {"ts":"2026-06-12T19:02:49Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-12T19:02:50.032Z","type":"swot","slug":"abrams-panel","name":"Abrams Panel"}
 {"ts":"2026-06-12T19:02:49Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-12T19:02:49Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-12T19:02:50.401Z","type":"counters","count":7}
+{"ts":"2026-06-12T19:02:49Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-12T19:02:52.508Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-12T19:02:49Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-12T19:02:53.475Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-12T19:02:49Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-12T19:02:54.255Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-12T19:02:49Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-12T19:02:54Z","type":"drain-queue","drained":0,"failed":111,"pending":111}
+{"ts":"2026-06-12T19:02:49Z","type":"tick-done","tick":"1781290981"}
+{"ts":"2026-06-12T19:17:03Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260612-121704.json"}
+{"ts":"2026-06-12T19:18:01Z","type":"tick-start","tick":"1781291881"}
+{"ts":"2026-06-12T19:18:02.050Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-12T19:18:01Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-12T19:18:02.091Z","type":"swot","slug":"sdcc-agentabrams","name":"sdccanalysis.agentabrams.com"}
+{"ts":"2026-06-12T19:18:01Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index d6388641..d404fb57 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-12T18:47:38.404Z",
+  "generated_at": "2026-06-12T19:02:50.400Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 1556,
+      "value": 1557,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260612-121704.json b/data/email-queue/20260612-121704.json
new file mode 100644
index 00000000..8bc94f12
--- /dev/null
+++ b/data/email-queue/20260612-121704.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 12:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-06-12T19:17:03Z**\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```\n2026-06-12 19:02:50  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-12 19:02:49  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-12 19:02:50  swot                {\"slug\": \"abrams-panel\", \"name\": \"Abrams Panel\"}\n2026-06-12 19:02:49  swot-ok             {\"phase\": \"swot\"}\n2026-06-12 19:02:49  git-commit          {\"phase\": \"git\"}\n2026-06-12 19:02:50  counters            {\"count\": 7}\n2026-06-12 19:02:49  counters-ok         {\"phase\": \"counters\"}\n2026-06-12 19:02:52  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-12 19:02:49  market-ok           {\"phase\": \"market\"}\n2026-06-12 19:02:53  abrams-indexes      {\"count\": 8}\n2026-06-12 19:02:49  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-12 19:02:54  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-12 19:02:49  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-12 19:02:54  drain-queue         {\"drained\": 0, \"failed\": 111, \"pending\": 111}\n2026-06-12 19:02:49  tick-done           {\"tick\": \"1781290981\"}\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": "2026-06-12T19:17:03Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 5742a239..d53eea94 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -398,50 +398,6 @@
       ],
       "generated_at": "2026-06-12T17:31:38.970Z"
     },
-    {
-      "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": "2026-06-12T17:46:50.882Z"
-    },
     {
       "slug": "4square-agentabrams",
       "name": "4square-agentabrams",
@@ -607,8 +563,52 @@
         "Ship Stripe checkout at /api/subscribe for white-label SaaS waitlist."
       ],
       "generated_at": "2026-06-12T19:02:50.031Z"
+    },
+    {
+      "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": "2026-06-12T19:18:02.090Z"
     }
   ],
-  "updated_at": "2026-06-12T19:02:50.031Z",
+  "updated_at": "2026-06-12T19:18:02.090Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index fed4ec80..ac9fa4bb 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-12T18:47:41.794Z",
+  "generated_at": "2026-06-12T19:02:53.505Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1486 commits over 29 days (51.24/day)"
+          "evidence": "1487 commits over 29 days (51.28/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1486 commits over 29 days (51.24/day)"
+          "evidence": "1487 commits over 29 days (51.28/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 460738d8..ccba6373 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-12T18:47:38.439Z",
+  "generated_at": "2026-06-12T19:02:50.435Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 742.03,
+      "price": 741.53,
       "previousClose": 738.18,
       "dayHigh": 744.44,
       "dayLow": 735.05,
@@ -35,20 +35,20 @@
         737.05,
         725.43,
         737.76,
-        742.03
+        741.53
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 3.85,
-      "changePct": 0.5216,
-      "updated_at": "2026-06-12T18:47:38.646Z"
+      "change": 3.35,
+      "changePct": 0.4538,
+      "updated_at": "2026-06-12T19:02:50.558Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 722.48,
+      "price": 721.91,
       "previousClose": 707.24,
       "dayHigh": 724.01,
       "dayLow": 711.28,
@@ -77,20 +77,20 @@
         707.83,
         693.69,
         717.12,
-        722.48
+        721.91
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": 15.24,
-      "changePct": 2.1549,
-      "updated_at": "2026-06-12T18:47:38.831Z"
+      "change": 14.67,
+      "changePct": 2.0743,
+      "updated_at": "2026-06-12T19:02:50.737Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 513.87,
+      "price": 513.6,
       "previousClose": 497.89,
       "dayHigh": 515.3,
       "dayLow": 509.52,
@@ -119,20 +119,20 @@
         509.41,
         500.25,
         509.36,
-        513.87
+        513.6
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 15.98,
-      "changePct": 3.2095,
-      "updated_at": "2026-06-12T18:47:39.092Z"
+      "change": 15.71,
+      "changePct": 3.1553,
+      "updated_at": "2026-06-12T19:02:50.919Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 293.5,
+      "price": 293.37,
       "previousClose": 282.57,
       "dayHigh": 295.715,
       "dayLow": 290.31,
@@ -161,23 +161,23 @@
         285.02,
         282.05,
         290.41,
-        293.5
+        293.37
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 10.93,
-      "changePct": 3.8681,
-      "updated_at": "2026-06-12T18:47:39.278Z"
+      "change": 10.8,
+      "changePct": 3.8221,
+      "updated_at": "2026-06-12T19:02:51.097Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 18.26,
+      "price": 18.22,
       "previousClose": 17.99,
       "dayHigh": 19.85,
-      "dayLow": 18.19,
+      "dayLow": 18.18,
       "fiftyTwoWeekHigh": 35.3,
       "fiftyTwoWeekLow": 13.38,
       "sparkline": [
@@ -204,13 +204,13 @@
         19.87,
         22.22,
         19.44,
-        18.26
+        18.22
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": 0.27,
-      "changePct": 1.5008,
-      "updated_at": "2026-06-12T18:47:39.455Z"
+      "change": 0.23,
+      "changePct": 1.2785,
+      "updated_at": "2026-06-12T19:02:51.277Z"
     },
     {
       "sym": "^TNX",
@@ -252,14 +252,14 @@
       "exchangeName": "CGI",
       "change": 0.014,
       "changePct": 0.3137,
-      "updated_at": "2026-06-12T18:47:39.631Z"
+      "updated_at": "2026-06-12T19:02:51.458Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 4.966,
+      "price": 4.968,
       "previousClose": 5.031,
       "dayHigh": 4.9919996,
       "dayLow": 4.961,
@@ -288,13 +288,13 @@
         5.011,
         5.025,
         4.951,
-        4.966
+        4.968
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": -0.065,
-      "changePct": -1.292,
-      "updated_at": "2026-06-12T18:47:39.825Z"
+      "change": -0.063,
+      "changePct": -1.2522,
+      "updated_at": "2026-06-12T19:02:51.659Z"
     },
     {
       "sym": "^IRX",
@@ -336,14 +336,14 @@
       "exchangeName": "CGI",
       "change": 0.015,
       "changePct": 0.4163,
-      "updated_at": "2026-06-12T18:47:40.027Z"
+      "updated_at": "2026-06-12T19:02:51.845Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4247.3,
+      "price": 4241.8,
       "previousClose": 4677.6,
       "dayHigh": 4267.8,
       "dayLow": 4191.1,
@@ -372,20 +372,20 @@
         4260,
         4108.2,
         4090.3,
-        4247.3
+        4241.8
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -430.3,
-      "changePct": -9.1992,
-      "updated_at": "2026-06-12T18:47:40.272Z"
+      "change": -435.8,
+      "changePct": -9.3167,
+      "updated_at": "2026-06-12T19:02:52.026Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 84.69,
+      "price": 84.43,
       "previousClose": 102.18,
       "dayHigh": 87.23,
       "dayLow": 83.2,
@@ -414,20 +414,20 @@
         88.2,
         90.03,
         87.71,
-        84.69
+        84.43
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -17.49,
-      "changePct": -17.1169,
-      "updated_at": "2026-06-12T18:47:40.451Z"
+      "change": -17.75,
+      "changePct": -17.3713,
+      "updated_at": "2026-06-12T19:02:52.207Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 63843.82,
+      "price": 63683.93,
       "previousClose": 80477.49,
       "dayHigh": 64305.7,
       "dayLow": 62855.652,
@@ -465,13 +465,13 @@
         61643.78,
         61449.29,
         63561.055,
-        63843.82
+        63683.93
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -16633.67,
-      "changePct": -20.6687,
-      "updated_at": "2026-06-12T18:47:40.635Z"
+      "change": -16793.56,
+      "changePct": -20.8674,
+      "updated_at": "2026-06-12T19:02:52.385Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 337e98b5..d4a67cf8 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-12T19:02:50.001Z",
+  "updated_at": "2026-06-12T19:18:02.049Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1486,
-      "last_commit": "2026-06-12 11:47:38 -0700 tick: refresh inventory + SWOT at 2026-06-12T18:47:37Z",
+      "commit_count": 1487,
+      "last_commit": "2026-06-12 12:02:50 -0700 tick: refresh inventory + SWOT at 2026-06-12T19:02:49Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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