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tick: refresh inventory + SWOT at 2026-06-30T17:26:35Z

b5cc56876a91be9d802101e95c5e7af9187ec2f4 · 2026-06-30 10:26:36 -0700 · Abrams Panel

Files touched

Diff

commit b5cc56876a91be9d802101e95c5e7af9187ec2f4
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Tue Jun 30 10:26:36 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-30T17:26:35Z
---
 data/.last-email-ts                   |   2 +-
 data/abrams-indexes.json              |  12 ++--
 data/build-log.jsonl                  |  17 ++++++
 data/counters.json                    |   4 +-
 data/email-queue/20260630-101702.json |   6 ++
 data/ideas.json                       |  88 +++++++++++++-------------
 data/mag-20-results.json              |   6 +-
 data/market.json                      | 112 +++++++++++++++++-----------------
 data/projects.json                    |   6 +-
 9 files changed, 138 insertions(+), 115 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 1ed69fb4..d6579939 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-30T16:17:04Z
+2026-06-30T17:17:02Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index d79149ff..278626ff 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,13 +1,13 @@
 {
-  "generated_at": "2026-06-30T16:56:01.780Z",
+  "generated_at": "2026-06-30T17:11:21.031Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 117,
+      "value": 118,
       "unit": "idx",
-      "delta": 18.43,
+      "delta": 18.71,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         108,
@@ -16,7 +16,7 @@
         143,
         142,
         143,
-        60
+        62
       ],
       "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": -64,
+      "delta": -62,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         108,
@@ -36,7 +36,7 @@
         143,
         142,
         143,
-        60
+        62
       ],
       "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 45e6e863..4bb029cb 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -50003,3 +50003,20 @@
 {"ts":"2026-06-30T17:11:17Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-30T17:11:17.483Z","type":"swot","slug":"sdcc-agentabrams","name":"sdccanalysis.agentabrams.com"}
 {"ts":"2026-06-30T17:11:17Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-30T17:11:17Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-30T17:11:17.853Z","type":"counters","count":7}
+{"ts":"2026-06-30T17:11:17Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-30T17:11:20.111Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-30T17:11:17Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-30T17:11:21.032Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-30T17:11:17Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-30T17:11:22.159Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-30T17:11:17Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-30T17:11:22Z","type":"drain-queue","drained":0,"failed":217,"pending":217}
+{"ts":"2026-06-30T17:11:17Z","type":"tick-done","tick":"1782839495"}
+{"ts":"2026-06-30T17:17:02Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260630-101702.json"}
+{"ts":"2026-06-30T17:26:35Z","type":"tick-start","tick":"1782840395"}
+{"ts":"2026-06-30T17:26:36.441Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-30T17:26:35Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-30T17:26:36.469Z","type":"swot","slug":"videos-agentabrams-worker","name":"videos-agentabrams-worker"}
+{"ts":"2026-06-30T17:26:35Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index df81676c..26fd38c3 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-30T16:55:58.502Z",
+  "generated_at": "2026-06-30T17:11:17.852Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 3591,
+      "value": 3593,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260630-101702.json b/data/email-queue/20260630-101702.json
new file mode 100644
index 00000000..23771c57
--- /dev/null
+++ b/data/email-queue/20260630-101702.json
@@ -0,0 +1,6 @@
+{
+  "to": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 10:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-06-30T17:17:02Z**\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```\n2026-06-30 17:11:17  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-30 17:11:17  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-30 17:11:17  swot                {\"slug\": \"sdcc-agentabrams\", \"name\": \"sdccanalysis.agentabrams.com\"}\n2026-06-30 17:11:17  swot-ok             {\"phase\": \"swot\"}\n2026-06-30 17:11:17  git-commit          {\"phase\": \"git\"}\n2026-06-30 17:11:17  counters            {\"count\": 7}\n2026-06-30 17:11:17  counters-ok         {\"phase\": \"counters\"}\n2026-06-30 17:11:20  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-30 17:11:17  market-ok           {\"phase\": \"market\"}\n2026-06-30 17:11:21  abrams-indexes      {\"count\": 8}\n2026-06-30 17:11:17  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-30 17:11:22  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-30 17:11:17  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-30 17:11:22  drain-queue         {\"drained\": 0, \"failed\": 217, \"pending\": 217}\n2026-06-30 17:11:17  tick-done           {\"tick\": \"1782839495\"}\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": "2026-06-30T17:17:02Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 31dc21bf..14bd2f71 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -310,49 +310,6 @@
       ],
       "generated_at": "2026-06-30T13:58:53.727Z"
     },
-    {
-      "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": "2026-06-30T15:00:10.058Z"
-    },
     {
       "slug": "agentabrams",
       "name": "AgentAbrams",
@@ -607,8 +564,51 @@
         "Ship Stripe checkout at /api/subscribe for white-label SaaS waitlist."
       ],
       "generated_at": "2026-06-30T17:11:17.483Z"
+    },
+    {
+      "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": "2026-06-30T17:26:36.468Z"
     }
   ],
-  "updated_at": "2026-06-30T17:11:17.483Z",
+  "updated_at": "2026-06-30T17:26:36.468Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 293b3670..1c6495ac 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-30T16:56:01.811Z",
+  "generated_at": "2026-06-30T17:11:21.061Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "3521 commits over 47 days (74.91/day)"
+          "evidence": "3523 commits over 47 days (74.96/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "3521 commits over 47 days (74.91/day)"
+          "evidence": "3523 commits over 47 days (74.96/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 0732f9f3..31587cdc 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,14 +1,14 @@
 {
-  "generated_at": "2026-06-30T16:55:58.534Z",
+  "generated_at": "2026-06-30T17:11:17.887Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 746.87,
+      "price": 746.9,
       "previousClose": 756.48,
-      "dayHigh": 747.04,
+      "dayHigh": 747.14,
       "dayLow": 740.89,
       "fiftyTwoWeekHigh": 760.4,
       "fiftyTwoWeekLow": 615.52,
@@ -33,22 +33,22 @@
         734.3,
         728.99,
         741,
-        746.87
+        746.9
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": -9.61,
-      "changePct": -1.2704,
-      "updated_at": "2026-06-30T16:55:58.901Z"
+      "change": -9.58,
+      "changePct": -1.2664,
+      "updated_at": "2026-06-30T17:11:18.024Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 736.02,
+      "price": 736.49,
       "previousClose": 738.31,
-      "dayHigh": 736.35,
+      "dayHigh": 736.68,
       "dayLow": 723.92,
       "fiftyTwoWeekHigh": 748.65,
       "fiftyTwoWeekLow": 544.66,
@@ -73,20 +73,20 @@
         716.38,
         706.52,
         724.08,
-        736.02
+        736.49
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": -2.29,
-      "changePct": -0.3102,
-      "updated_at": "2026-06-30T16:55:59.081Z"
+      "change": -1.82,
+      "changePct": -0.2465,
+      "updated_at": "2026-06-30T17:11:18.221Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 523.05,
+      "price": 522.74,
       "previousClose": 510.78,
       "dayHigh": 523.13,
       "dayLow": 519.59,
@@ -113,22 +113,22 @@
         519.26,
         517.75,
         521.68,
-        523.05
+        522.74
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 12.27,
-      "changePct": 2.4022,
-      "updated_at": "2026-06-30T16:55:59.271Z"
+      "change": 11.96,
+      "changePct": 2.3415,
+      "updated_at": "2026-06-30T17:11:18.410Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 300.325,
+      "price": 300.38,
       "previousClose": 290.43,
-      "dayHigh": 300.47,
+      "dayHigh": 300.64,
       "dayLow": 297.44,
       "fiftyTwoWeekHigh": 301.5,
       "fiftyTwoWeekLow": 212.34,
@@ -153,23 +153,23 @@
         298.91,
         299.83,
         298.97,
-        300.325
+        300.38
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 9.895,
-      "changePct": 3.407,
-      "updated_at": "2026-06-30T16:55:59.457Z"
+      "change": 9.95,
+      "changePct": 3.426,
+      "updated_at": "2026-06-30T17:11:18.595Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 16.68,
+      "price": 16.66,
       "previousClose": 15.32,
       "dayHigh": 17.75,
-      "dayLow": 16.68,
+      "dayLow": 16.63,
       "fiftyTwoWeekHigh": 35.3,
       "fiftyTwoWeekLow": 13.38,
       "sparkline": [
@@ -193,20 +193,20 @@
         18.89,
         18.41,
         17.65,
-        16.68
+        16.66
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": 1.36,
-      "changePct": 8.8773,
-      "updated_at": "2026-06-30T16:55:59.645Z"
+      "change": 1.34,
+      "changePct": 8.7467,
+      "updated_at": "2026-06-30T17:11:18.855Z"
     },
     {
       "sym": "^TNX",
       "name": "10-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TNX",
-      "price": 4.402,
+      "price": 4.406,
       "previousClose": 4.453,
       "dayHigh": 4.41,
       "dayLow": 4.388,
@@ -232,20 +232,20 @@
         4.402,
         4.392,
         4.372,
-        4.402
+        4.406
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": -0.051,
-      "changePct": -1.1453,
-      "updated_at": "2026-06-30T16:55:59.829Z"
+      "change": -0.047,
+      "changePct": -1.0555,
+      "updated_at": "2026-06-30T17:11:19.036Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 4.8900003,
+      "price": 4.893,
       "previousClose": 4.993,
       "dayHigh": 4.894,
       "dayLow": 4.873,
@@ -271,13 +271,13 @@
         4.856,
         4.858,
         4.864,
-        4.8900003
+        4.893
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": -0.103,
-      "changePct": -2.0629,
-      "updated_at": "2026-06-30T16:56:00.018Z"
+      "change": -0.1,
+      "changePct": -2.0028,
+      "updated_at": "2026-06-30T17:11:19.229Z"
     },
     {
       "sym": "^IRX",
@@ -316,14 +316,14 @@
       "exchangeName": "CGI",
       "change": 0.147,
       "changePct": 4.097,
-      "updated_at": "2026-06-30T16:56:00.212Z"
+      "updated_at": "2026-06-30T17:11:19.418Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4047.6,
+      "price": 4039.2,
       "previousClose": 4560.5,
       "dayHigh": 4078.1,
       "dayLow": 3955.4,
@@ -350,20 +350,20 @@
         4030.5,
         4078.7,
         4022.3,
-        4047.6
+        4039.2
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -512.9,
-      "changePct": -11.2466,
-      "updated_at": "2026-06-30T16:56:00.398Z"
+      "change": -521.3,
+      "changePct": -11.4308,
+      "updated_at": "2026-06-30T17:11:19.611Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 69.92,
+      "price": 69.82,
       "previousClose": 87.36,
       "dayHigh": 71.6,
       "dayLow": 69.72,
@@ -390,20 +390,20 @@
         71.92,
         69.23,
         70.75,
-        69.92
+        69.82
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -17.44,
-      "changePct": -19.9634,
-      "updated_at": "2026-06-30T16:56:00.587Z"
+      "change": -17.54,
+      "changePct": -20.0778,
+      "updated_at": "2026-06-30T17:11:19.798Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 58447.19,
+      "price": 58375.04,
       "previousClose": 73754.836,
       "dayHigh": 60151.867,
       "dayLow": 58202.473,
@@ -441,13 +441,13 @@
         59940.098,
         59532.34,
         60138.38,
-        58447.19
+        58375.04
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -15307.646,
-      "changePct": -20.7548,
-      "updated_at": "2026-06-30T16:56:00.770Z"
+      "change": -15379.796,
+      "changePct": -20.8526,
+      "updated_at": "2026-06-30T17:11:19.988Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 0ca08af9..6eef21ee 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-30T17:11:17.453Z",
+  "updated_at": "2026-06-30T17:26:36.441Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 3522,
-      "last_commit": "2026-06-30 10:09:31 -0700 auto-save: 2026-06-30T10:09:30 (5 files) — data/abrams-indexes.json data/build-log.jsonl data/counters.json data/mag-20-results.json data/market.json",
+      "commit_count": 3523,
+      "last_commit": "2026-06-30 10:11:17 -0700 tick: refresh inventory + SWOT at 2026-06-30T17:11:17Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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