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tick: refresh inventory + SWOT at 2026-07-02T00:26:27Z

bd8148a4769a10f491b6748d019fdfed892ba1c6 · 2026-07-01 17:26:28 -0700 · Abrams Panel

Files touched

Diff

commit bd8148a4769a10f491b6748d019fdfed892ba1c6
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Wed Jul 1 17:26:28 2026 -0700

    tick: refresh inventory + SWOT at 2026-07-02T00:26:27Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 32 ++++++-------
 data/build-log.jsonl                  | 17 +++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260701-171700.json |  6 +++
 data/ideas.json                       | 90 +++++++++++++++++------------------
 data/mag-20-results.json              | 10 ++--
 data/market.json                      | 59 +++++++++++------------
 data/projects.json                    | 10 ++--
 9 files changed, 126 insertions(+), 104 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index b056ad69..57c5c83b 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-07-01T23:17:04Z
+2026-07-02T00:17:00Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 991e4abe..cee34a0c 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,22 +1,22 @@
 {
-  "generated_at": "2026-07-01T23:55:53.259Z",
+  "generated_at": "2026-07-02T00:11:13.258Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 134,
+      "value": 108,
       "unit": "idx",
-      "delta": 36.43,
+      "delta": 9.57,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
-        142,
         131,
         143,
         142,
         143,
         143,
-        165
+        168,
+        0
       ],
       "method": "Daily commit count across all Abrams projects, indexed 100 = previous 7-day average. >100 = accelerating. <100 = cooling.",
       "interpretation": "BUILD ACCELERATING"
@@ -25,21 +25,21 @@
       "id": "OHI",
       "name": "Operator Heat Index",
       "icon": "✸",
-      "value": 50,
+      "value": 0,
       "unit": "/100",
-      "delta": 21,
+      "delta": -124,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
-        142,
         131,
         143,
         142,
         143,
         143,
-        165
+        168,
+        0
       ],
       "method": "Composite: 50pt for pm2 uptime ratio + 50pt cap for today commits × 5. Reads founder activity intensity.",
-      "interpretation": "WARM"
+      "interpretation": "COLD"
     },
     {
       "id": "LNCI",
@@ -50,13 +50,13 @@
       "delta": 204,
       "delta_label": "late-night commits in 7d",
       "sparkline": [
-        29,
         27,
         30,
         30,
         30,
         30,
-        17
+        17,
+        0
       ],
       "method": "% of last-7-day commits landing between 22:00-02:59 local time. Productivity-vs-burnout signal — sustained >40% reads \"founder is running hot.\"",
       "interpretation": "DAYTIME OPERATOR"
@@ -67,16 +67,16 @@
       "icon": "🍕",
       "value": 204,
       "unit": "late-night commits / 7d",
-      "delta": -13,
+      "delta": -17,
       "delta_label": "last 24h vs prior day",
       "sparkline": [
-        29,
         27,
         30,
         30,
         30,
         30,
-        17
+        17,
+        0
       ],
       "method": "Direct count of commits landing 22:00-02:59 local in the last 7 days. The original Pentagon Pizza Index tracks pizza orders to DOD; the Abrams variant tracks late-night commits. Spikes precede shipped features.",
       "interpretation": "SHIPPING IMMINENT"
@@ -130,7 +130,7 @@
       "id": "ESI",
       "name": "Empire Sprawl Index",
       "icon": "✦",
-      "value": 19015,
+      "value": 19129,
       "unit": "LOC",
       "delta": null,
       "delta_label": "across 11 projects",
diff --git a/data/build-log.jsonl b/data/build-log.jsonl
index 4382b1a6..dc2439a7 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -51971,3 +51971,20 @@
 {"ts":"2026-07-02T00:11:08Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-07-02T00:11:09.253Z","type":"swot","slug":"abramsos","name":"AbramsOS"}
 {"ts":"2026-07-02T00:11:08Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-07-02T00:11:08Z","type":"git-commit","phase":"git"}
+{"ts":"2026-07-02T00:11:09.926Z","type":"counters","count":7}
+{"ts":"2026-07-02T00:11:08Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-07-02T00:11:12.105Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-07-02T00:11:08Z","type":"market-ok","phase":"market"}
+{"ts":"2026-07-02T00:11:13.259Z","type":"abrams-indexes","count":8}
+{"ts":"2026-07-02T00:11:08Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-07-02T00:11:14.069Z","type":"mag-20-audit","projects":15,"total_pass":77,"total_fail":41}
+{"ts":"2026-07-02T00:11:08Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-07-02T00:11:14Z","type":"drain-queue","drained":0,"failed":233,"pending":233}
+{"ts":"2026-07-02T00:11:08Z","type":"tick-done","tick":"1782951087"}
+{"ts":"2026-07-02T00:17:00Z","type":"email-queued","projects":15,"ideas":16,"leads":1,"events":64,"queue_file":"data/email-queue/20260701-171700.json"}
+{"ts":"2026-07-02T00:26:27Z","type":"tick-start","tick":"1782951987"}
+{"ts":"2026-07-02T00:26:28.372Z","type":"inventory","count":15,"categories":["panel","misc","umbrella","household-os","media","directory","analysis","saas"]}
+{"ts":"2026-07-02T00:26:27Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-07-02T00:26:28.399Z","type":"swot","slug":"abrams-panel","name":"Abrams Panel"}
+{"ts":"2026-07-02T00:26:27Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index 3d31d54d..c6222e60 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-07-01T23:55:49.878Z",
+  "generated_at": "2026-07-02T00:11:09.925Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 3839,
+      "value": 3842,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260701-171700.json b/data/email-queue/20260701-171700.json
new file mode 100644
index 00000000..7492ff32
--- /dev/null
+++ b/data/email-queue/20260701-171700.json
@@ -0,0 +1,6 @@
+{
+  "to": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 17:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-07-02T00:17:00Z**\n\n- Projects tracked: **15** (3 live)\n- SWOT analyses: **16**\n- Leads captured (total): **1**\n- Build events since last email: **64**\n\n## Recent build log\n\n```\n2026-07-02 00:11:09  inventory           {\"count\": 15, \"categories\": [\"panel\", \"misc\", \"umbrella\", \"household-os\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-07-02 00:11:08  inventory-ok        {\"phase\": \"inventory\"}\n2026-07-02 00:11:09  swot                {\"slug\": \"abramsos\", \"name\": \"AbramsOS\"}\n2026-07-02 00:11:08  swot-ok             {\"phase\": \"swot\"}\n2026-07-02 00:11:08  git-commit          {\"phase\": \"git\"}\n2026-07-02 00:11:09  counters            {\"count\": 7}\n2026-07-02 00:11:08  counters-ok         {\"phase\": \"counters\"}\n2026-07-02 00:11:12  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-07-02 00:11:08  market-ok           {\"phase\": \"market\"}\n2026-07-02 00:11:13  abrams-indexes      {\"count\": 8}\n2026-07-02 00:11:08  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-07-02 00:11:14  mag-20-audit        {\"projects\": 15, \"total_pass\": 77, \"total_fail\": 41}\n2026-07-02 00:11:08  mag-20-ok           {\"phase\": \"audit\"}\n2026-07-02 00:11:14  drain-queue         {\"drained\": 0, \"failed\": 233, \"pending\": 233}\n2026-07-02 00:11:08  tick-done           {\"tick\": \"1782951087\"}\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": "2026-07-02T00:17:00Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index ef98ca17..6df4a414 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -609,50 +609,6 @@
       ],
       "generated_at": "2026-07-01T23:25:11.203Z"
     },
-    {
-      "slug": "abrams-panel",
-      "name": "Abrams Panel",
-      "tagline": "One screen for the empire.",
-      "summary": "Abrams Panel — The umbrella — one screen for every Abrams / AgentAbrams project. Live build log, lead capture, trademark hub, SWOT ledger.\n\nOne screen for the empire.",
-      "stage": "dev",
-      "category": "panel",
-      "domain": "panel.agentabrams.com",
-      "port": 9898,
-      "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": "2026-07-01T23:55:49.558Z"
-    },
     {
       "slug": "abramsos",
       "name": "AbramsOS",
@@ -695,8 +651,52 @@
         "Land 1 insurance pilot partner (Lemonade, Hippo, Branch)."
       ],
       "generated_at": "2026-07-02T00:11:09.252Z"
+    },
+    {
+      "slug": "abrams-panel",
+      "name": "Abrams Panel",
+      "tagline": "One screen for the empire.",
+      "summary": "Abrams Panel — The umbrella — one screen for every Abrams / AgentAbrams project. Live build log, lead capture, trademark hub, SWOT ledger.\n\nOne screen for the empire.",
+      "stage": "dev",
+      "category": "panel",
+      "domain": "panel.agentabrams.com",
+      "port": 9898,
+      "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": "2026-07-02T00:26:28.398Z"
     }
   ],
-  "updated_at": "2026-07-02T00:11:09.253Z",
+  "updated_at": "2026-07-02T00:26:28.398Z",
   "count": 16
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 14501d49..b3276fdd 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-07-01T23:55:53.289Z",
+  "generated_at": "2026-07-02T00:11:13.286Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "3705 commits over 48 days (77.19/day)"
+          "evidence": "3707 commits over 48 days (77.23/day)"
         },
         "13": {
           "status": "pass",
@@ -322,7 +322,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "3705 commits over 48 days (77.19/day)"
+          "evidence": "3707 commits over 48 days (77.23/day)"
         },
         "13": {
           "status": "pass",
@@ -412,7 +412,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "64 commits over 1 days (64.00/day)"
+          "evidence": "65 commits over 1 days (65.00/day)"
         },
         "13": {
           "status": "pass",
@@ -436,7 +436,7 @@
         },
         "18": {
           "status": "fail",
-          "evidence": "0 limiters / 3 POSTs"
+          "evidence": "0 limiters / 5 POSTs"
         },
         "19": {
           "status": "n/a",
diff --git a/data/market.json b/data/market.json
index 94e2167f..ab0b01ff 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-07-01T23:55:49.909Z",
+  "generated_at": "2026-07-02T00:11:09.959Z",
   "tickers": [
     {
       "sym": "SPY",
@@ -39,7 +39,7 @@
       "exchangeName": "PCX",
       "change": -12.78,
       "changePct": -1.6848,
-      "updated_at": "2026-07-01T23:55:50.060Z"
+      "updated_at": "2026-07-02T00:11:10.090Z"
     },
     {
       "sym": "QQQ",
@@ -79,7 +79,7 @@
       "exchangeName": "NGM",
       "change": -17.57,
       "changePct": -2.3656,
-      "updated_at": "2026-07-01T23:55:50.244Z"
+      "updated_at": "2026-07-02T00:11:10.273Z"
     },
     {
       "sym": "DIA",
@@ -119,7 +119,7 @@
       "exchangeName": "PCX",
       "change": 10.96,
       "changePct": 2.143,
-      "updated_at": "2026-07-01T23:55:50.426Z"
+      "updated_at": "2026-07-02T00:11:10.454Z"
     },
     {
       "sym": "IWM",
@@ -159,7 +159,7 @@
       "exchangeName": "PCX",
       "change": 10.34,
       "changePct": 3.5781,
-      "updated_at": "2026-07-01T23:55:50.669Z"
+      "updated_at": "2026-07-02T00:11:10.640Z"
     },
     {
       "sym": "^VIX",
@@ -200,7 +200,7 @@
       "exchangeName": "CXI",
       "change": 0.54,
       "changePct": 3.3645,
-      "updated_at": "2026-07-01T23:55:50.855Z"
+      "updated_at": "2026-07-02T00:11:10.822Z"
     },
     {
       "sym": "^TNX",
@@ -239,7 +239,7 @@
       "exchangeName": "CGI",
       "change": 0,
       "changePct": 0,
-      "updated_at": "2026-07-01T23:55:51.032Z"
+      "updated_at": "2026-07-02T00:11:11.002Z"
     },
     {
       "sym": "^TYX",
@@ -278,7 +278,7 @@
       "exchangeName": "CGI",
       "change": -0.025,
       "changePct": -0.5009,
-      "updated_at": "2026-07-01T23:55:51.215Z"
+      "updated_at": "2026-07-02T00:11:11.197Z"
     },
     {
       "sym": "^IRX",
@@ -317,17 +317,17 @@
       "exchangeName": "CGI",
       "change": 0.08,
       "changePct": 2.2099,
-      "updated_at": "2026-07-01T23:55:51.398Z"
+      "updated_at": "2026-07-02T00:11:11.404Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4046.4,
+      "price": 4045.2,
       "previousClose": 4475.2,
       "dayHigh": 4057.2,
-      "dayLow": 4045.1,
+      "dayLow": 4044.4,
       "fiftyTwoWeekHigh": 5586.2,
       "fiftyTwoWeekLow": 3263.9,
       "sparkline": [
@@ -352,20 +352,20 @@
         4078.7,
         4022.3,
         4022.9,
-        4046.4
+        4045.2
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -428.8,
-      "changePct": -9.5817,
-      "updated_at": "2026-07-01T23:55:51.600Z"
+      "change": -430,
+      "changePct": -9.6085,
+      "updated_at": "2026-07-02T00:11:11.595Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 68.04,
+      "price": 68,
       "previousClose": 92.16,
       "dayHigh": 68.17,
       "dayLow": 67.95,
@@ -393,27 +393,26 @@
         69.23,
         70.75,
         69.5,
-        68.04
+        68
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -24.12,
-      "changePct": -26.1719,
-      "updated_at": "2026-07-01T23:55:51.786Z"
+      "change": -24.16,
+      "changePct": -26.2153,
+      "updated_at": "2026-07-02T00:11:11.801Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 59999,
-      "previousClose": 71319.77,
-      "dayHigh": 60900.234,
-      "dayLow": 58045.934,
+      "price": 59880.3,
+      "previousClose": 66703.66,
+      "dayHigh": 59961.8,
+      "dayLow": 59861.812,
       "fiftyTwoWeekHigh": 126198.07,
-      "fiftyTwoWeekLow": 58045.934,
+      "fiftyTwoWeekLow": 58075.92,
       "sparkline": [
-        71319.77,
         66703.66,
         64014.367,
         63801.574,
@@ -443,13 +442,13 @@
         59532.34,
         60138.38,
         58558.86,
-        59999
+        59880.3
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -11320.77,
-      "changePct": -15.8733,
-      "updated_at": "2026-07-01T23:55:51.964Z"
+      "change": -6823.36,
+      "changePct": -10.2294,
+      "updated_at": "2026-07-02T00:11:11.981Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index f943c03d..df4895c7 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-07-02T00:11:09.224Z",
+  "updated_at": "2026-07-02T00:26:28.372Z",
   "count": 15,
   "projects": [
     {
@@ -57,8 +57,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 3706,
-      "last_commit": "2026-07-01 17:07:42 -0700 auto-save: 2026-07-01T17:07:40 (5 files) — data/abrams-indexes.json data/build-log.jsonl data/counters.json data/mag-20-results.json data/market.json",
+      "commit_count": 3707,
+      "last_commit": "2026-07-01 17:11:09 -0700 tick: refresh inventory + SWOT at 2026-07-02T00:11:08Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {
@@ -73,8 +73,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 65,
-      "last_commit": "2026-07-01 17:07:41 -0700 auto-save: 2026-07-01T17:07:40 (9 files) — build-queue/tasks/29-failure-drills.md build-queue/tasks/30-research-androoagi.md data/local-fleet.json package-lock.json package.json",
+      "commit_count": 68,
+      "last_commit": "2026-07-01 17:26:18 -0700 queue: task 34 done — landing CTAs + PUBLIC_LANDING flag landed",
       "created_at": "2026-07-01T17:10:19.861Z"
     },
     {

← 3ec33cd3 tick: refresh inventory + SWOT at 2026-07-02T00:11:08Z  ·  back to Abrams  ·  auto-save: 2026-07-01T17:37:49 (5 files) — data/abrams-index f9d49e9a →