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tick: refresh inventory + SWOT at 2026-05-14T18:17:39Z

c037c6950b9827a72e6aade47b5f7af3f6a5dd5d · 2026-05-14 11:17:39 -0700 · Abrams Panel

Files touched

Diff

commit c037c6950b9827a72e6aade47b5f7af3f6a5dd5d
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Thu May 14 11:17:39 2026 -0700

    tick: refresh inventory + SWOT at 2026-05-14T18:17:39Z
---
 data/.last-email-ts                   |   2 +-
 data/abrams-indexes.json              |  12 ++--
 data/build-log.jsonl                  |  17 ++++++
 data/counters.json                    |   4 +-
 data/email-queue/20260514-111704.json |   7 +++
 data/ideas.json                       |  88 ++++++++++++++--------------
 data/mag-20-results.json              |   6 +-
 data/market.json                      | 106 +++++++++++++++++-----------------
 data/projects.json                    |   6 +-
 9 files changed, 136 insertions(+), 112 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 874a7332..ba13ab52 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-05-14T17:17:02Z
+2026-05-14T18:17:04Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 083b8ed0..7cf541ae 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,13 +1,13 @@
 {
-  "generated_at": "2026-05-14T17:47:33.048Z",
+  "generated_at": "2026-05-14T18:02:38.306Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 800,
+      "value": 813,
       "unit": "idx",
-      "delta": 8,
+      "delta": 8.14,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         0,
@@ -16,7 +16,7 @@
         5,
         1,
         7,
-        29
+        30
       ],
       "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": 20,
+      "delta": 21,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         0,
@@ -36,7 +36,7 @@
         5,
         1,
         7,
-        29
+        30
       ],
       "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 547aab83..e0ee3fe5 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -161,3 +161,20 @@
 {"ts":"2026-05-14T18:02:34Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-05-14T18:02:34.477Z","type":"swot","slug":"mp3-agentabrams","name":"mp3-agentabrams"}
 {"ts":"2026-05-14T18:02:34Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-05-14T18:02:34Z","type":"git-commit","phase":"git"}
+{"ts":"2026-05-14T18:02:34.679Z","type":"counters","count":7}
+{"ts":"2026-05-14T18:02:34Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-05-14T18:02:37.135Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-05-14T18:02:34Z","type":"market-ok","phase":"market"}
+{"ts":"2026-05-14T18:02:38.306Z","type":"abrams-indexes","count":8}
+{"ts":"2026-05-14T18:02:34Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-05-14T18:02:38.981Z","type":"mag-20-audit","projects":12,"total_pass":68,"total_fail":31}
+{"ts":"2026-05-14T18:02:34Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-05-14T18:02:38Z","type":"drain-queue","drained":0,"failed":4,"pending":4}
+{"ts":"2026-05-14T18:02:34Z","type":"tick-done","tick":"1778781759"}
+{"ts":"2026-05-14T18:17:04Z","type":"email-queued","projects":12,"ideas":13,"leads":1,"events":64,"queue_file":"data/email-queue/20260514-111704.json"}
+{"ts":"2026-05-14T18:17:39Z","type":"tick-start","tick":"1778782659"}
+{"ts":"2026-05-14T18:17:39.700Z","type":"inventory","count":12,"categories":["panel","umbrella","household-os","media","directory","analysis","saas"]}
+{"ts":"2026-05-14T18:17:39Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-05-14T18:17:39.728Z","type":"swot","slug":"abramsos","name":"AbramsOS"}
+{"ts":"2026-05-14T18:17:39Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index 64d52654..a75a9215 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-05-14T17:47:29.442Z",
+  "generated_at": "2026-05-14T18:02:34.678Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 71,
+      "value": 72,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260514-111704.json b/data/email-queue/20260514-111704.json
new file mode 100644
index 00000000..25875702
--- /dev/null
+++ b/data/email-queue/20260514-111704.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 11:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-05-14T18:17:04Z**\n\n- Projects tracked: **12** (3 live)\n- SWOT analyses: **13**\n- Leads captured (total): **1**\n- Build events since last email: **64**\n\n## Recent build log\n\n```\n2026-05-14 18:02:34  inventory           {\"count\": 12, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-05-14 18:02:34  inventory-ok        {\"phase\": \"inventory\"}\n2026-05-14 18:02:34  swot                {\"slug\": \"mp3-agentabrams\", \"name\": \"mp3-agentabrams\"}\n2026-05-14 18:02:34  swot-ok             {\"phase\": \"swot\"}\n2026-05-14 18:02:34  git-commit          {\"phase\": \"git\"}\n2026-05-14 18:02:34  counters            {\"count\": 7}\n2026-05-14 18:02:34  counters-ok         {\"phase\": \"counters\"}\n2026-05-14 18:02:37  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-05-14 18:02:34  market-ok           {\"phase\": \"market\"}\n2026-05-14 18:02:38  abrams-indexes      {\"count\": 8}\n2026-05-14 18:02:34  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-05-14 18:02:38  mag-20-audit        {\"projects\": 12, \"total_pass\": 68, \"total_fail\": 31}\n2026-05-14 18:02:34  mag-20-ok           {\"phase\": \"audit\"}\n2026-05-14 18:02:38  drain-queue         {\"drained\": 0, \"failed\": 4, \"pending\": 4}\n2026-05-14 18:02:34  tick-done           {\"tick\": \"1778781759\"}\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": "2026-05-14T18:17:04Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 28f0302f..a164a870 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -393,49 +393,6 @@
       ],
       "generated_at": "2026-05-14T17:02:13.890Z"
     },
-    {
-      "slug": "abramsos",
-      "name": "AbramsOS",
-      "tagline": "Your house is a portfolio. Manage it.",
-      "summary": "AbramsOS — Household rights operating system — receipts, warranties, recalls, claims\n\nYour house is a portfolio. Manage it.",
-      "stage": "dev",
-      "category": "household-os",
-      "domain": "os.agentabrams.com",
-      "port": "9931",
-      "strengths": [
-        "No competitor owns \"household rights\" as a category — Quicken/YNAB do money, no one does warranties + recalls + receipts as one graph.",
-        "Gmail-connector is a high-trust on-ramp — once connected, retention is sticky.",
-        "AI-extractable receipts from email = zero data-entry UX."
-      ],
-      "weaknesses": [
-        "Single-user local app — no SaaS revenue path yet.",
-        "Recall feeds are scattered (NHTSA, CPSC, FDA) — integration burden is high.",
-        "Trust required: connecting Gmail is a big ask."
-      ],
-      "opportunities": [
-        "Insurance partnership — link AbramsOS recall data to home/auto policy holders ($5/user/month from insurer).",
-        "Class-action sniper — surface eligible class actions from receipt data (15% of payouts, $50-500/user/year).",
-        "Estate / probate tool — when a parent dies, AbramsOS exports the household graph for executors.",
-        "B2B for landlords / property managers — track warranties across 50 units."
-      ],
-      "threats": [
-        "Google could ship this as a Gmail feature in 18 months.",
-        "Privacy backlash on Gmail-scoped OAuth.",
-        "A bad recall miss (e.g. an unsafe car seat) creates legal liability."
-      ],
-      "revenue_lines": [
-        "Freemium → $9/mo Pro × 5000 = $540k ARR at year 2.",
-        "Insurance partnership rev share = $5 × 10k users = $600k/year.",
-        "Class-action commission = highly variable, $0-$2M/yr."
-      ],
-      "competitive_moat": "First-mover + Gmail trust + AI extraction quality. Network effect via household sharing.",
-      "next_3_moves": [
-        "Ship Stripe billing on AbramsOS — Pro tier at $9/mo.",
-        "Add NHTSA + CPSC recall feed ingestion.",
-        "Land 1 insurance pilot partner (Lemonade, Hippo, Branch)."
-      ],
-      "generated_at": "2026-05-14T17:17:18.750Z"
-    },
     {
       "slug": "abrams-report",
       "name": "abrams-report",
@@ -563,8 +520,51 @@
         "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
       ],
       "generated_at": "2026-05-14T18:02:34.476Z"
+    },
+    {
+      "slug": "abramsos",
+      "name": "AbramsOS",
+      "tagline": "Your house is a portfolio. Manage it.",
+      "summary": "AbramsOS — Household rights operating system — receipts, warranties, recalls, claims\n\nYour house is a portfolio. Manage it.",
+      "stage": "dev",
+      "category": "household-os",
+      "domain": "os.agentabrams.com",
+      "port": "9931",
+      "strengths": [
+        "No competitor owns \"household rights\" as a category — Quicken/YNAB do money, no one does warranties + recalls + receipts as one graph.",
+        "Gmail-connector is a high-trust on-ramp — once connected, retention is sticky.",
+        "AI-extractable receipts from email = zero data-entry UX."
+      ],
+      "weaknesses": [
+        "Single-user local app — no SaaS revenue path yet.",
+        "Recall feeds are scattered (NHTSA, CPSC, FDA) — integration burden is high.",
+        "Trust required: connecting Gmail is a big ask."
+      ],
+      "opportunities": [
+        "Insurance partnership — link AbramsOS recall data to home/auto policy holders ($5/user/month from insurer).",
+        "Class-action sniper — surface eligible class actions from receipt data (15% of payouts, $50-500/user/year).",
+        "Estate / probate tool — when a parent dies, AbramsOS exports the household graph for executors.",
+        "B2B for landlords / property managers — track warranties across 50 units."
+      ],
+      "threats": [
+        "Google could ship this as a Gmail feature in 18 months.",
+        "Privacy backlash on Gmail-scoped OAuth.",
+        "A bad recall miss (e.g. an unsafe car seat) creates legal liability."
+      ],
+      "revenue_lines": [
+        "Freemium → $9/mo Pro × 5000 = $540k ARR at year 2.",
+        "Insurance partnership rev share = $5 × 10k users = $600k/year.",
+        "Class-action commission = highly variable, $0-$2M/yr."
+      ],
+      "competitive_moat": "First-mover + Gmail trust + AI extraction quality. Network effect via household sharing.",
+      "next_3_moves": [
+        "Ship Stripe billing on AbramsOS — Pro tier at $9/mo.",
+        "Add NHTSA + CPSC recall feed ingestion.",
+        "Land 1 insurance pilot partner (Lemonade, Hippo, Branch)."
+      ],
+      "generated_at": "2026-05-14T18:17:39.727Z"
     }
   ],
-  "updated_at": "2026-05-14T18:02:34.477Z",
+  "updated_at": "2026-05-14T18:17:39.727Z",
   "count": 13
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index eea5cfa4..e0b7fc79 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-05-14T17:47:33.079Z",
+  "generated_at": "2026-05-14T18:02:38.335Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "20 commits over 1 days (20.00/day)"
+          "evidence": "21 commits over 1 days (21.00/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "20 commits over 1 days (20.00/day)"
+          "evidence": "21 commits over 1 days (21.00/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index fc005182..b433a83e 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-05-14T17:47:29.478Z",
+  "generated_at": "2026-05-14T18:02:34.709Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 748.115,
+      "price": 746.915,
       "previousClose": 694.46,
       "dayHigh": 749.53,
       "dayLow": 743.56,
@@ -35,20 +35,20 @@
         739.3,
         738.18,
         742.31,
-        748.115
+        746.915
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 53.655,
-      "changePct": 7.7261,
-      "updated_at": "2026-05-14T17:47:29.620Z"
+      "change": 52.455,
+      "changePct": 7.5534,
+      "updated_at": "2026-05-14T18:02:34.838Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 720.49,
+      "price": 719.35,
       "previousClose": 628.6,
       "dayHigh": 722.03,
       "dayLow": 714.22,
@@ -77,20 +77,20 @@
         713.29,
         707.24,
         714.71,
-        720.49
+        719.35
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": 91.89,
-      "changePct": 14.6182,
-      "updated_at": "2026-05-14T17:47:29.874Z"
+      "change": 90.75,
+      "changePct": 14.4368,
+      "updated_at": "2026-05-14T18:02:35.016Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 500.95,
+      "price": 500.05,
       "previousClose": 485.49,
       "dayHigh": 502.16,
       "dayLow": 498.85,
@@ -119,20 +119,20 @@
         497.11,
         497.89,
         497.14,
-        500.95
+        500.05
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 15.46,
-      "changePct": 3.1844,
-      "updated_at": "2026-05-14T17:47:30.120Z"
+      "change": 14.56,
+      "changePct": 2.999,
+      "updated_at": "2026-05-14T18:02:35.267Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 284.465,
+      "price": 284.05,
       "previousClose": 268.72,
       "dayHigh": 285.655,
       "dayLow": 281.96,
@@ -161,23 +161,23 @@
         285.33,
         282.57,
         282.67,
-        284.465
+        284.05
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 15.745,
-      "changePct": 5.8593,
-      "updated_at": "2026-05-14T17:47:30.300Z"
+      "change": 15.33,
+      "changePct": 5.7048,
+      "updated_at": "2026-05-14T18:02:35.552Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 17.45,
+      "price": 17.36,
       "previousClose": 18.36,
       "dayHigh": 18.08,
-      "dayLow": 17.45,
+      "dayLow": 17.33,
       "fiftyTwoWeekHigh": 35.3,
       "fiftyTwoWeekLow": 13.38,
       "sparkline": [
@@ -203,20 +203,20 @@
         18.38,
         17.99,
         17.87,
-        17.45
+        17.36
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": -0.91,
-      "changePct": -4.9564,
-      "updated_at": "2026-05-14T17:47:30.499Z"
+      "change": -1,
+      "changePct": -5.4466,
+      "updated_at": "2026-05-14T18:02:35.739Z"
     },
     {
       "sym": "^TNX",
       "name": "10-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TNX",
-      "price": 4.451,
+      "price": 4.453,
       "previousClose": 4.256,
       "dayHigh": 4.461,
       "dayLow": 4.436,
@@ -245,20 +245,20 @@
         4.41,
         4.463,
         4.481,
-        4.451
+        4.453
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.195,
-      "changePct": 4.5818,
-      "updated_at": "2026-05-14T17:47:30.690Z"
+      "change": 0.197,
+      "changePct": 4.6288,
+      "updated_at": "2026-05-14T18:02:35.943Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 5.007,
+      "price": 5.008,
       "previousClose": 4.868,
       "dayHigh": 5.014,
       "dayLow": 4.995,
@@ -287,13 +287,13 @@
         4.986,
         5.031,
         5.047,
-        5.007
+        5.008
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.139,
-      "changePct": 2.8554,
-      "updated_at": "2026-05-14T17:47:30.866Z"
+      "change": 0.14,
+      "changePct": 2.8759,
+      "updated_at": "2026-05-14T18:02:36.203Z"
     },
     {
       "sym": "^IRX",
@@ -334,14 +334,14 @@
       "exchangeName": "CGI",
       "change": -0.024,
       "changePct": -0.6645,
-      "updated_at": "2026-05-14T17:47:31.111Z"
+      "updated_at": "2026-05-14T18:02:36.393Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4685.1,
+      "price": 4685.9,
       "previousClose": 4825,
       "dayHigh": 4725.8,
       "dayLow": 4671.3,
@@ -370,20 +370,20 @@
         4718.7,
         4677.6,
         4697.7,
-        4685.1
+        4685.9
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -139.9,
-      "changePct": -2.8995,
-      "updated_at": "2026-05-14T17:47:31.292Z"
+      "change": -139.1,
+      "changePct": -2.8829,
+      "updated_at": "2026-05-14T18:02:36.640Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 101.64,
+      "price": 101.96,
       "previousClose": 91.28,
       "dayHigh": 102.35,
       "dayLow": 99.39,
@@ -412,20 +412,20 @@
         98.07,
         102.18,
         101.02,
-        101.64
+        101.96
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": 10.36,
-      "changePct": 11.3497,
-      "updated_at": "2026-05-14T17:47:31.477Z"
+      "change": 10.68,
+      "changePct": 11.7003,
+      "updated_at": "2026-05-14T18:02:36.821Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 81738.9,
+      "price": 81563.57,
       "previousClose": 74181.61,
       "dayHigh": 81987.53,
       "dayLow": 79001.51,
@@ -462,13 +462,13 @@
         81728.3,
         80477.49,
         79277.12,
-        81738.9
+        81563.57
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": 7557.29,
-      "changePct": 10.1876,
-      "updated_at": "2026-05-14T17:47:31.655Z"
+      "change": 7381.96,
+      "changePct": 9.9512,
+      "updated_at": "2026-05-14T18:02:37.010Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index d039faee..f1eb5445 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-05-14T18:02:34.446Z",
+  "updated_at": "2026-05-14T18:17:39.700Z",
   "count": 12,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 20,
-      "last_commit": "2026-05-14 10:47:29 -0700 tick: refresh inventory + SWOT at 2026-05-14T17:47:28Z",
+      "commit_count": 21,
+      "last_commit": "2026-05-14 11:02:34 -0700 tick: refresh inventory + SWOT at 2026-05-14T18:02:34Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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