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tick: refresh inventory + SWOT at 2026-06-17T19:26:43Z

b1e5a036c23ab0df6b77bc9419ec09b84f159933 · 2026-06-17 12:26:44 -0700 · Abrams Panel

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commit b1e5a036c23ab0df6b77bc9419ec09b84f159933
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Wed Jun 17 12:26:44 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-17T19:26:43Z
---
 data/.last-email-ts                   |   2 +-
 data/abrams-indexes.json              |  12 ++--
 data/build-log.jsonl                  |  17 +++++
 data/counters.json                    |   4 +-
 data/email-queue/20260617-121705.json |   7 ++
 data/ideas.json                       |  88 +++++++++++++-------------
 data/mag-20-results.json              |   6 +-
 data/market.json                      | 116 +++++++++++++++++-----------------
 data/projects.json                    |   6 +-
 9 files changed, 141 insertions(+), 117 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 735f11d4..14a09482 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-17T18:17:06Z
+2026-06-17T19:17:05Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index b661f43f..5c136b96 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,13 +1,13 @@
 {
-  "generated_at": "2026-06-17T18:49:49.505Z",
+  "generated_at": "2026-06-17T19:07:55.825Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 427,
+      "value": 428,
       "unit": "idx",
-      "delta": 64,
+      "delta": 64.14,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         65,
@@ -16,7 +16,7 @@
         94,
         95,
         94,
-        47
+        48
       ],
       "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": -37,
+      "delta": -36,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         65,
@@ -36,7 +36,7 @@
         94,
         95,
         94,
-        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 735c851c..67bb0e9b 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -31161,3 +31161,20 @@
 {"ts":"2026-06-17T19:05:00Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-17T19:05:18.156Z","type":"swot","slug":"abrams","name":"Abrams"}
 {"ts":"2026-06-17T19:05:00Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-17T19:05:00Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-17T19:05:32.517Z","type":"counters","count":7}
+{"ts":"2026-06-17T19:05:00Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-17T19:05:35.459Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-17T19:05:00Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-17T19:07:56.032Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-17T19:05:00Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-17T19:11:14.978Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-17T19:05:00Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-17T19:11:27Z","type":"drain-queue","drained":0,"failed":138,"pending":138}
+{"ts":"2026-06-17T19:05:00Z","type":"tick-done","tick":"1781723503"}
+{"ts":"2026-06-17T19:17:05Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260617-121705.json"}
+{"ts":"2026-06-17T19:26:43Z","type":"tick-start","tick":"1781724403"}
+{"ts":"2026-06-17T19:26:44.326Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-17T19:26:43Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-17T19:26:44.354Z","type":"swot","slug":"videos-agentabrams-worker","name":"videos-agentabrams-worker"}
+{"ts":"2026-06-17T19:26:43Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index c144f1e9..97b4c584 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-17T18:49:43.610Z",
+  "generated_at": "2026-06-17T19:05:32.516Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 2029,
+      "value": 2030,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260617-121705.json b/data/email-queue/20260617-121705.json
new file mode 100644
index 00000000..5a398609
--- /dev/null
+++ b/data/email-queue/20260617-121705.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 2026-06-17T19:17:05Z**\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```\n2026-06-17 19:05:17  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-17 19:05:00  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-17 19:05:18  swot                {\"slug\": \"abrams\", \"name\": \"Abrams\"}\n2026-06-17 19:05:00  swot-ok             {\"phase\": \"swot\"}\n2026-06-17 19:05:00  git-commit          {\"phase\": \"git\"}\n2026-06-17 19:05:32  counters            {\"count\": 7}\n2026-06-17 19:05:00  counters-ok         {\"phase\": \"counters\"}\n2026-06-17 19:05:35  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-17 19:05:00  market-ok           {\"phase\": \"market\"}\n2026-06-17 19:07:56  abrams-indexes      {\"count\": 8}\n2026-06-17 19:05:00  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-17 19:11:14  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-17 19:05:00  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-17 19:11:27  drain-queue         {\"drained\": 0, \"failed\": 138, \"pending\": 138}\n2026-06-17 19:05:00  tick-done           {\"tick\": \"1781723503\"}\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": "2026-06-17T19:17:05Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 1357eeac..08dc6093 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -53,49 +53,6 @@
       ],
       "generated_at": "2026-05-14T16:18:00.000Z"
     },
-    {
-      "slug": "videos-agentabrams-worker",
-      "name": "videos-agentabrams-worker",
-      "tagline": "Distribution before product.",
-      "summary": "videos-agentabrams-worker — no description\n\nDistribution before product.",
-      "stage": "dev",
-      "category": "media",
-      "domain": "videos.agentabrams.com",
-      "port": null,
-      "strengths": [
-        "Drudge-style aggregator (Abrams Report) is a 1-person operation that scales linearly with curation, not engineering.",
-        "mp3 / video assets compound over time — every file added grows the moat.",
-        "Curation = taste = irreplaceable by AI."
-      ],
-      "weaknesses": [
-        "No newsletter / no email capture loop yet — readers leave and never return.",
-        "Pure-aggregator legal risk (hotlinking, scraped headlines).",
-        "No revenue model wired in."
-      ],
-      "opportunities": [
-        "Sponsored \"slot\" on the Report front page — $200-$2000/week (Drudge does $35k/wk).",
-        "Premium newsletter — top 20 design-industry stories curated weekly, $15/mo.",
-        "Original commentary track on top of curation — converts media to publisher.",
-        "Audio version (mp3.agentabrams.com) — turn each daily report into a 4-min podcast."
-      ],
-      "threats": [
-        "Source sites block the scraper.",
-        "X/Bluesky kills RSS access (already happening on Reddit).",
-        "AI summary engines (Perplexity, Arc Max) eat the click-through layer."
-      ],
-      "revenue_lines": [
-        "1 sponsored slot × 4 weeks × $500 = $2k/month.",
-        "500 premium newsletter subs × $15 = $7.5k/month.",
-        "Affiliate links on design products = $1-2k/month at modest volume."
-      ],
-      "competitive_moat": "Curator-brand + first-mover in the design-industry aggregator niche. Drudge's moat is exactly this — taste + trust.",
-      "next_3_moves": [
-        "Add ConvertKit/Beehiiv newsletter capture above-the-fold on Abrams Report.",
-        "License agreements with top 5 source sites (or robots.txt-allowed scrape).",
-        "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
-      ],
-      "generated_at": "2026-06-17T08:32:26.213Z"
-    },
     {
       "slug": "abramsos",
       "name": "AbramsOS",
@@ -607,8 +564,51 @@
         "Ship Stripe checkout at /api/subscribe for white-label SaaS waitlist."
       ],
       "generated_at": "2026-06-17T19:05:18.125Z"
+    },
+    {
+      "slug": "videos-agentabrams-worker",
+      "name": "videos-agentabrams-worker",
+      "tagline": "Distribution before product.",
+      "summary": "videos-agentabrams-worker — no description\n\nDistribution before product.",
+      "stage": "dev",
+      "category": "media",
+      "domain": "videos.agentabrams.com",
+      "port": null,
+      "strengths": [
+        "Drudge-style aggregator (Abrams Report) is a 1-person operation that scales linearly with curation, not engineering.",
+        "mp3 / video assets compound over time — every file added grows the moat.",
+        "Curation = taste = irreplaceable by AI."
+      ],
+      "weaknesses": [
+        "No newsletter / no email capture loop yet — readers leave and never return.",
+        "Pure-aggregator legal risk (hotlinking, scraped headlines).",
+        "No revenue model wired in."
+      ],
+      "opportunities": [
+        "Sponsored \"slot\" on the Report front page — $200-$2000/week (Drudge does $35k/wk).",
+        "Premium newsletter — top 20 design-industry stories curated weekly, $15/mo.",
+        "Original commentary track on top of curation — converts media to publisher.",
+        "Audio version (mp3.agentabrams.com) — turn each daily report into a 4-min podcast."
+      ],
+      "threats": [
+        "Source sites block the scraper.",
+        "X/Bluesky kills RSS access (already happening on Reddit).",
+        "AI summary engines (Perplexity, Arc Max) eat the click-through layer."
+      ],
+      "revenue_lines": [
+        "1 sponsored slot × 4 weeks × $500 = $2k/month.",
+        "500 premium newsletter subs × $15 = $7.5k/month.",
+        "Affiliate links on design products = $1-2k/month at modest volume."
+      ],
+      "competitive_moat": "Curator-brand + first-mover in the design-industry aggregator niche. Drudge's moat is exactly this — taste + trust.",
+      "next_3_moves": [
+        "Add ConvertKit/Beehiiv newsletter capture above-the-fold on Abrams Report.",
+        "License agreements with top 5 source sites (or robots.txt-allowed scrape).",
+        "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
+      ],
+      "generated_at": "2026-06-17T19:26:44.353Z"
     }
   ],
-  "updated_at": "2026-06-17T19:05:18.126Z",
+  "updated_at": "2026-06-17T19:26:44.354Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index bd50482c..bd13a8d0 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-17T18:49:49.537Z",
+  "generated_at": "2026-06-17T19:08:03.104Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1959 commits over 34 days (57.62/day)"
+          "evidence": "1960 commits over 34 days (57.65/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1959 commits over 34 days (57.62/day)"
+          "evidence": "1960 commits over 34 days (57.65/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 0e2fccc1..25a97718 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-17T18:49:43.642Z",
+  "generated_at": "2026-06-17T19:05:32.647Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 748.87,
+      "price": 745.97,
       "previousClose": 739.17,
       "dayHigh": 752.15,
       "dayLow": 743.466,
@@ -34,20 +34,20 @@
         741.75,
         754.83,
         750.33,
-        748.87
+        745.97
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 9.7,
-      "changePct": 1.3123,
-      "updated_at": "2026-06-17T18:49:43.776Z"
+      "change": 6.8,
+      "changePct": 0.92,
+      "updated_at": "2026-06-17T19:05:33.389Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 733.713,
+      "price": 729.81,
       "previousClose": 708.93,
       "dayHigh": 735.678,
       "dayLow": 724.53,
@@ -75,20 +75,20 @@
         721.34,
         744,
         729.86,
-        733.713
+        729.81
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": 24.783,
-      "changePct": 3.4958,
-      "updated_at": "2026-06-17T18:49:43.958Z"
+      "change": 20.88,
+      "changePct": 2.9453,
+      "updated_at": "2026-06-17T19:05:33.580Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 521.51,
+      "price": 520.13,
       "previousClose": 495.37,
       "dayHigh": 524.17,
       "dayLow": 519.275,
@@ -116,20 +116,20 @@
         513.06,
         518.44,
         521.44,
-        521.51
+        520.13
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 26.14,
-      "changePct": 5.2769,
-      "updated_at": "2026-06-17T18:49:44.141Z"
+      "change": 24.76,
+      "changePct": 4.9983,
+      "updated_at": "2026-06-17T19:05:33.781Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 294.14,
+      "price": 292.35,
       "previousClose": 277.6,
       "dayHigh": 295.81,
       "dayLow": 290.37,
@@ -157,20 +157,20 @@
         292.95,
         294.64,
         292.08,
-        294.14
+        292.35
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 16.54,
-      "changePct": 5.9582,
-      "updated_at": "2026-06-17T18:49:44.320Z"
+      "change": 14.75,
+      "changePct": 5.3134,
+      "updated_at": "2026-06-17T19:05:33.966Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 17.76,
+      "price": 16.98,
       "previousClose": 18.43,
       "dayHigh": 18.11,
       "dayLow": 16.02,
@@ -199,20 +199,20 @@
         17.68,
         16.2,
         16.41,
-        17.76
+        16.98
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": -0.67,
-      "changePct": -3.6354,
-      "updated_at": "2026-06-17T18:49:44.501Z"
+      "change": -1.45,
+      "changePct": -7.8676,
+      "updated_at": "2026-06-17T19:05:34.158Z"
     },
     {
       "sym": "^TNX",
       "name": "10-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TNX",
-      "price": 4.469,
+      "price": 4.441,
       "previousClose": 4.595,
       "dayHigh": 4.479,
       "dayLow": 4.426,
@@ -238,23 +238,23 @@
         4.542,
         4.463,
         4.487,
-        4.469
+        4.441
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": -0.126,
-      "changePct": -2.7421,
-      "updated_at": "2026-06-17T18:49:44.681Z"
+      "change": -0.154,
+      "changePct": -3.3515,
+      "updated_at": "2026-06-17T19:05:34.346Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 4.936,
+      "price": 4.917,
       "previousClose": 5.128,
       "dayHigh": 4.967,
-      "dayLow": 4.918,
+      "dayLow": 4.914,
       "fiftyTwoWeekHigh": 5.152,
       "fiftyTwoWeekLow": 3.717,
       "sparkline": [
@@ -277,22 +277,22 @@
         5.025,
         4.951,
         4.975,
-        4.936
+        4.917
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": -0.192,
-      "changePct": -3.7441,
-      "updated_at": "2026-06-17T18:49:44.864Z"
+      "change": -0.211,
+      "changePct": -4.1147,
+      "updated_at": "2026-06-17T19:05:34.543Z"
     },
     {
       "sym": "^IRX",
       "name": "13-Week T-Bill",
       "cat": "Bonds",
       "symbol": "^IRX",
-      "price": 3.6430001,
+      "price": 3.647,
       "previousClose": 3.588,
-      "dayHigh": 3.647,
+      "dayHigh": 3.65,
       "dayLow": 3.625,
       "fiftyTwoWeekHigh": 5.348,
       "fiftyTwoWeekLow": 3.625,
@@ -316,20 +316,20 @@
         3.635,
         3.623,
         3.618,
-        3.6430001
+        3.647
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.055,
-      "changePct": 1.5329,
-      "updated_at": "2026-06-17T18:49:45.045Z"
+      "change": 0.059,
+      "changePct": 1.6444,
+      "updated_at": "2026-06-17T19:05:34.725Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4328.2,
+      "price": 4320.7,
       "previousClose": 4552.5,
       "dayHigh": 4403.6,
       "dayLow": 4288.3,
@@ -357,20 +357,20 @@
         4215,
         4328,
         4330.9,
-        4328.2
+        4320.7
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -224.3,
-      "changePct": -4.927,
-      "updated_at": "2026-06-17T18:49:45.229Z"
+      "change": -231.8,
+      "changePct": -5.0917,
+      "updated_at": "2026-06-17T19:05:34.917Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 75.87,
+      "price": 75.85,
       "previousClose": 108.66,
       "dayHigh": 79.18,
       "dayLow": 74.09,
@@ -398,20 +398,20 @@
         84.88,
         80.75,
         76.05,
-        75.87
+        75.85
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -32.79,
-      "changePct": -30.1767,
-      "updated_at": "2026-06-17T18:49:45.478Z"
+      "change": -32.81,
+      "changePct": -30.1951,
+      "updated_at": "2026-06-17T19:05:35.098Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 65850.24,
+      "price": 65350.97,
       "previousClose": 77429.35,
       "dayHigh": 65849.53,
       "dayLow": 65333.9,
@@ -449,13 +449,13 @@
         65710.4,
         66289.5,
         65600.64,
-        65850.24
+        65350.97
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -11579.11,
-      "changePct": -14.9544,
-      "updated_at": "2026-06-17T18:49:45.663Z"
+      "change": -12078.38,
+      "changePct": -15.5992,
+      "updated_at": "2026-06-17T19:05:35.286Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 6d5818ad..1771159a 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-17T19:05:17.248Z",
+  "updated_at": "2026-06-17T19:26:44.325Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1959,
-      "last_commit": "2026-06-17 11:49:43 -0700 tick: refresh inventory + SWOT at 2026-06-17T18:49:42Z",
+      "commit_count": 1960,
+      "last_commit": "2026-06-17 12:05:21 -0700 tick: refresh inventory + SWOT at 2026-06-17T19:05:00Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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