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tick: refresh inventory + SWOT at 2026-06-23T00:26:47Z

dab9144300e765e079e61f81a54b5da730f85bc6 · 2026-06-22 17:26:47 -0700 · Abrams Panel

Files touched

Diff

commit dab9144300e765e079e61f81a54b5da730f85bc6
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Mon Jun 22 17:26:47 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-23T00:26:47Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 32 ++++++-------
 data/build-log.jsonl                  | 17 +++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260622-171703.json |  7 +++
 data/ideas.json                       | 90 +++++++++++++++++------------------
 data/mag-20-results.json              |  6 +--
 data/market.json                      | 57 +++++++++++-----------
 data/projects.json                    |  6 +--
 9 files changed, 122 insertions(+), 99 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 48c887f3..d04c1cfd 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-22T23:17:04Z
+2026-06-23T00:17:03Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 5c8d0219..a4cdda41 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,45 +1,45 @@
 {
-  "generated_at": "2026-06-22T23:56:19.546Z",
+  "generated_at": "2026-06-23T00:11:35.629Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 116,
+      "value": 94,
       "unit": "idx",
-      "delta": 13.43,
+      "delta": -5.57,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
-        94,
         94,
         93,
         94,
         95,
         104,
-        101
+        103,
+        0
       ],
       "method": "Daily commit count across all Abrams projects, indexed 100 = previous 7-day average. >100 = accelerating. <100 = cooling.",
-      "interpretation": "BUILD ACCELERATING"
+      "interpretation": "BUILD STEADY"
     },
     {
       "id": "OHI",
       "name": "Operator Heat Index",
       "icon": "✸",
-      "value": 50,
+      "value": 0,
       "unit": "/100",
-      "delta": 5,
+      "delta": -83,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
-        94,
         94,
         93,
         94,
         95,
         104,
-        101
+        103,
+        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": 148,
       "delta_label": "late-night commits in 7d",
       "sparkline": [
-        19,
         20,
         20,
         20,
         20,
         23,
-        18
+        18,
+        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": "BALANCED"
@@ -67,16 +67,16 @@
       "icon": "🍕",
       "value": 148,
       "unit": "late-night commits / 7d",
-      "delta": -5,
+      "delta": -18,
       "delta_label": "last 24h vs prior day",
       "sparkline": [
-        19,
         20,
         20,
         20,
         20,
         23,
-        18
+        18,
+        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"
diff --git a/data/build-log.jsonl b/data/build-log.jsonl
index 2d4aeb45..43f3d487 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -39033,3 +39033,20 @@
 {"ts":"2026-06-23T00:11:31Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-23T00:11:31.963Z","type":"swot","slug":"abramsos","name":"AbramsOS"}
 {"ts":"2026-06-23T00:11:31Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-23T00:11:31Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-23T00:11:32.279Z","type":"counters","count":7}
+{"ts":"2026-06-23T00:11:31Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-23T00:11:34.514Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-23T00:11:31Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-23T00:11:35.629Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-23T00:11:31Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-23T00:11:36.377Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-23T00:11:31Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-23T00:11:36Z","type":"drain-queue","drained":0,"failed":170,"pending":170}
+{"ts":"2026-06-23T00:11:31Z","type":"tick-done","tick":"1782173507"}
+{"ts":"2026-06-23T00:17:03Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260622-171703.json"}
+{"ts":"2026-06-23T00:26:47Z","type":"tick-start","tick":"1782174407"}
+{"ts":"2026-06-23T00:26:47.675Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-23T00:26:47Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-23T00:26:47.705Z","type":"swot","slug":"abrams-discovery-viewer","name":"abrams-discovery-viewer"}
+{"ts":"2026-06-23T00:26:47Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index ee7377e6..459bc523 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-22T23:56:16.238Z",
+  "generated_at": "2026-06-23T00:11:32.278Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 2563,
+      "value": 2565,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260622-171703.json b/data/email-queue/20260622-171703.json
new file mode 100644
index 00000000..83e1284c
--- /dev/null
+++ b/data/email-queue/20260622-171703.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 17:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-06-23T00:17:03Z**\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```\n2026-06-23 00:11:31  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-23 00:11:31  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-23 00:11:31  swot                {\"slug\": \"abramsos\", \"name\": \"AbramsOS\"}\n2026-06-23 00:11:31  swot-ok             {\"phase\": \"swot\"}\n2026-06-23 00:11:31  git-commit          {\"phase\": \"git\"}\n2026-06-23 00:11:32  counters            {\"count\": 7}\n2026-06-23 00:11:31  counters-ok         {\"phase\": \"counters\"}\n2026-06-23 00:11:34  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-23 00:11:31  market-ok           {\"phase\": \"market\"}\n2026-06-23 00:11:35  abrams-indexes      {\"count\": 8}\n2026-06-23 00:11:31  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-23 00:11:36  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-23 00:11:31  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-23 00:11:36  drain-queue         {\"drained\": 0, \"failed\": 170, \"pending\": 170}\n2026-06-23 00:11:31  tick-done           {\"tick\": \"1782173507\"}\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": "2026-06-23T00:17:03Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 202e7d8b..d8b466ee 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -479,50 +479,6 @@
       ],
       "generated_at": "2026-06-22T23:25:33.667Z"
     },
-    {
-      "slug": "abrams-discovery-viewer",
-      "name": "abrams-discovery-viewer",
-      "tagline": "One screen for the empire.",
-      "summary": "abrams-discovery-viewer — no description\n\nOne screen for the empire.",
-      "stage": "dev",
-      "category": "panel",
-      "domain": "discovery.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": "2026-06-22T23:40:50.725Z"
-    },
     {
       "slug": "lawyers-agentabrams",
       "name": "lawyers.agentabrams.com",
@@ -607,8 +563,52 @@
         "Land 1 insurance pilot partner (Lemonade, Hippo, Branch)."
       ],
       "generated_at": "2026-06-23T00:11:31.962Z"
+    },
+    {
+      "slug": "abrams-discovery-viewer",
+      "name": "abrams-discovery-viewer",
+      "tagline": "One screen for the empire.",
+      "summary": "abrams-discovery-viewer — no description\n\nOne screen for the empire.",
+      "stage": "dev",
+      "category": "panel",
+      "domain": "discovery.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": "2026-06-23T00:26:47.703Z"
     }
   ],
-  "updated_at": "2026-06-23T00:11:31.962Z",
+  "updated_at": "2026-06-23T00:26:47.704Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 2403e979..ddd3ae21 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-22T23:56:19.576Z",
+  "generated_at": "2026-06-23T00:11:35.657Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "2493 commits over 39 days (63.92/day)"
+          "evidence": "2495 commits over 39 days (63.97/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "2493 commits over 39 days (63.92/day)"
+          "evidence": "2495 commits over 39 days (63.97/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 48cbc9ca..1b34c2dd 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-22T23:56:16.270Z",
+  "generated_at": "2026-06-23T00:11:32.309Z",
   "tickers": [
     {
       "sym": "SPY",
@@ -37,7 +37,7 @@
       "exchangeName": "PCX",
       "change": -1.25,
       "changePct": -0.1676,
-      "updated_at": "2026-06-22T23:56:16.485Z"
+      "updated_at": "2026-06-23T00:11:32.466Z"
     },
     {
       "sym": "QQQ",
@@ -75,7 +75,7 @@
       "exchangeName": "NGM",
       "change": 20.41,
       "changePct": 2.8444,
-      "updated_at": "2026-06-22T23:56:16.666Z"
+      "updated_at": "2026-06-23T00:11:32.684Z"
     },
     {
       "sym": "DIA",
@@ -113,7 +113,7 @@
       "exchangeName": "PCX",
       "change": 10.96,
       "changePct": 2.1655,
-      "updated_at": "2026-06-22T23:56:16.854Z"
+      "updated_at": "2026-06-23T00:11:32.875Z"
     },
     {
       "sym": "IWM",
@@ -151,7 +151,7 @@
       "exchangeName": "PCX",
       "change": 13.06,
       "changePct": 4.5805,
-      "updated_at": "2026-06-22T23:56:17.035Z"
+      "updated_at": "2026-06-23T00:11:33.054Z"
     },
     {
       "sym": "^VIX",
@@ -191,7 +191,7 @@
       "exchangeName": "CXI",
       "change": 0.58,
       "changePct": 3.4731,
-      "updated_at": "2026-06-22T23:56:17.214Z"
+      "updated_at": "2026-06-23T00:11:33.237Z"
     },
     {
       "sym": "^TNX",
@@ -230,7 +230,7 @@
       "exchangeName": "CGI",
       "change": -0.049,
       "changePct": -1.075,
-      "updated_at": "2026-06-22T23:56:17.408Z"
+      "updated_at": "2026-06-23T00:11:33.421Z"
     },
     {
       "sym": "^TYX",
@@ -269,7 +269,7 @@
       "exchangeName": "CGI",
       "change": -0.117,
       "changePct": -2.3104,
-      "updated_at": "2026-06-22T23:56:17.591Z"
+      "updated_at": "2026-06-23T00:11:33.610Z"
     },
     {
       "sym": "^IRX",
@@ -308,17 +308,17 @@
       "exchangeName": "CGI",
       "change": 0.095,
       "changePct": 2.6499,
-      "updated_at": "2026-06-22T23:56:17.768Z"
+      "updated_at": "2026-06-23T00:11:33.794Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4211.4,
+      "price": 4209.9,
       "previousClose": 4521,
       "dayHigh": 4213.6,
-      "dayLow": 4206.1,
+      "dayLow": 4204.5,
       "fiftyTwoWeekHigh": 5586.2,
       "fiftyTwoWeekLow": 3253.8,
       "sparkline": [
@@ -341,20 +341,20 @@
         4330.9,
         4358.9,
         4224.1,
-        4211.4
+        4209.9
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -309.6,
-      "changePct": -6.848,
-      "updated_at": "2026-06-22T23:56:17.957Z"
+      "change": -311.1,
+      "changePct": -6.8812,
+      "updated_at": "2026-06-23T00:11:34.003Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 74.11,
+      "price": 74.19,
       "previousClose": 96.6,
       "dayHigh": 74.45,
       "dayLow": 74.04,
@@ -380,27 +380,26 @@
         76.05,
         76.79,
         76.6,
-        74.11
+        74.19
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -22.49,
-      "changePct": -23.2816,
-      "updated_at": "2026-06-22T23:56:18.139Z"
+      "change": -22.41,
+      "changePct": -23.1988,
+      "updated_at": "2026-06-23T00:11:34.209Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 63968,
-      "previousClose": 75488.24,
-      "dayHigh": 65498.676,
-      "dayLow": 63242.258,
+      "price": 63852.16,
+      "previousClose": 76673.37,
+      "dayHigh": 63951.508,
+      "dayLow": 63875.89,
       "fiftyTwoWeekHigh": 126198.07,
       "fiftyTwoWeekLow": 59108.918,
       "sparkline": [
-        75488.24,
         76673.37,
         76981.125,
         77279.93,
@@ -431,13 +430,13 @@
         63540.836,
         64239.676,
         63237.54,
-        63968
+        63852.16
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -11520.24,
-      "changePct": -15.261,
-      "updated_at": "2026-06-22T23:56:18.332Z"
+      "change": -12821.21,
+      "changePct": -16.7219,
+      "updated_at": "2026-06-23T00:11:34.391Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 93617a60..d22c76ab 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-23T00:11:31.934Z",
+  "updated_at": "2026-06-23T00:26:47.674Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 2494,
-      "last_commit": "2026-06-22 17:07:34 -0700 auto-save: 2026-06-22T17:07:33 (5 files) — data/abrams-indexes.json data/build-log.jsonl data/counters.json data/mag-20-results.json data/market.json",
+      "commit_count": 2495,
+      "last_commit": "2026-06-22 17:11:32 -0700 tick: refresh inventory + SWOT at 2026-06-23T00:11:31Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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