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tick: refresh inventory + SWOT at 2026-07-01T16:27:20Z

ea2e93eca5bfbe1b466c354fc38d43c0cb487ba0 · 2026-07-01 09:27:21 -0700 · Abrams Panel

Files touched

Diff

commit ea2e93eca5bfbe1b466c354fc38d43c0cb487ba0
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Wed Jul 1 09:27:21 2026 -0700

    tick: refresh inventory + SWOT at 2026-07-01T16:27:20Z
---
 data/.last-email-ts                   |   2 +-
 data/abrams-indexes.json              |  10 ++--
 data/build-log.jsonl                  |  17 ++++++
 data/counters.json                    |   4 +-
 data/email-queue/20260701-091704.json |   6 ++
 data/ideas.json                       |  90 ++++++++++++++--------------
 data/mag-20-results.json              |   8 +--
 data/market.json                      | 108 +++++++++++++++++-----------------
 data/projects.json                    |   6 +-
 9 files changed, 137 insertions(+), 114 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index cf687fce..0322beac 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-07-01T00:17:03Z
+2026-07-01T16:17:03Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 7bf52b21..ff26df9d 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-07-01T15:56:39.161Z",
+  "generated_at": "2026-07-01T16:12:02.493Z",
   "indexes": [
     {
       "id": "ABI",
@@ -7,7 +7,7 @@
       "icon": "◐",
       "value": 119,
       "unit": "idx",
-      "delta": 20.43,
+      "delta": 20.71,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         142,
@@ -16,7 +16,7 @@
         142,
         143,
         143,
-        53
+        55
       ],
       "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": -75,
+      "delta": -73,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         142,
@@ -36,7 +36,7 @@
         142,
         143,
         143,
-        53
+        55
       ],
       "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 73d4955b..8f3d944c 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -51451,3 +51451,20 @@
 {"ts":"2026-07-01T16:11:57Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-07-01T16:11:58.085Z","type":"swot","slug":"abramsos","name":"AbramsOS"}
 {"ts":"2026-07-01T16:11:57Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-07-01T16:11:57Z","type":"git-commit","phase":"git"}
+{"ts":"2026-07-01T16:11:58.852Z","type":"counters","count":7}
+{"ts":"2026-07-01T16:11:57Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-07-01T16:12:01.334Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-07-01T16:11:57Z","type":"market-ok","phase":"market"}
+{"ts":"2026-07-01T16:12:02.493Z","type":"abrams-indexes","count":8}
+{"ts":"2026-07-01T16:11:57Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-07-01T16:12:03.563Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-07-01T16:11:57Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-07-01T16:12:03Z","type":"drain-queue","drained":0,"failed":225,"pending":225}
+{"ts":"2026-07-01T16:11:57Z","type":"tick-done","tick":"1782922340"}
+{"ts":"2026-07-01T16:17:03Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":1008,"queue_file":"data/email-queue/20260701-091704.json"}
+{"ts":"2026-07-01T16:27:20Z","type":"tick-start","tick":"1782923240"}
+{"ts":"2026-07-01T16:27:20.927Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-07-01T16:27:20Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-07-01T16:27:20.958Z","type":"swot","slug":"abrams-life","name":"abrams-life"}
+{"ts":"2026-07-01T16:27:20Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index 78db7114..ba99a11a 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-07-01T15:56:28.159Z",
+  "generated_at": "2026-07-01T16:11:58.851Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 3727,
+      "value": 3729,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260701-091704.json b/data/email-queue/20260701-091704.json
new file mode 100644
index 00000000..47f68b92
--- /dev/null
+++ b/data/email-queue/20260701-091704.json
@@ -0,0 +1,6 @@
+{
+  "to": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 09:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-07-01T16:17:03Z**\n\n- Projects tracked: **13** (3 live)\n- SWOT analyses: **14**\n- Leads captured (total): **1**\n- Build events since last email: **1008**\n\n## Recent build log\n\n```\n2026-07-01 16:11:58  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-07-01 16:11:57  inventory-ok        {\"phase\": \"inventory\"}\n2026-07-01 16:11:58  swot                {\"slug\": \"abramsos\", \"name\": \"AbramsOS\"}\n2026-07-01 16:11:57  swot-ok             {\"phase\": \"swot\"}\n2026-07-01 16:11:57  git-commit          {\"phase\": \"git\"}\n2026-07-01 16:11:58  counters            {\"count\": 7}\n2026-07-01 16:11:57  counters-ok         {\"phase\": \"counters\"}\n2026-07-01 16:12:01  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-07-01 16:11:57  market-ok           {\"phase\": \"market\"}\n2026-07-01 16:12:02  abrams-indexes      {\"count\": 8}\n2026-07-01 16:11:57  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-07-01 16:12:03  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-07-01 16:11:57  mag-20-ok           {\"phase\": \"audit\"}\n2026-07-01 16:12:03  drain-queue         {\"drained\": 0, \"failed\": 225, \"pending\": 225}\n2026-07-01 16:11:57  tick-done           {\"tick\": \"1782922340\"}\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": "2026-07-01T16:17:03Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 1c4abbb7..a5ea2da1 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -267,50 +267,6 @@
       ],
       "generated_at": "2026-07-01T12:51:48.886Z"
     },
-    {
-      "slug": "abrams-life",
-      "name": "abrams-life",
-      "tagline": "One screen for the empire.",
-      "summary": "abrams-life — no description\n\nOne screen for the empire.",
-      "stage": "dev",
-      "category": "misc",
-      "domain": null,
-      "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": "2026-07-01T13:07:09.858Z"
-    },
     {
       "slug": "abrams",
       "name": "Abrams",
@@ -607,8 +563,52 @@
         "Land 1 insurance pilot partner (Lemonade, Hippo, Branch)."
       ],
       "generated_at": "2026-07-01T16:11:58.083Z"
+    },
+    {
+      "slug": "abrams-life",
+      "name": "abrams-life",
+      "tagline": "One screen for the empire.",
+      "summary": "abrams-life — no description\n\nOne screen for the empire.",
+      "stage": "dev",
+      "category": "misc",
+      "domain": null,
+      "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": "2026-07-01T16:27:20.957Z"
     }
   ],
-  "updated_at": "2026-07-01T16:11:58.084Z",
+  "updated_at": "2026-07-01T16:27:20.958Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 65666446..c83e677c 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-07-01T15:56:39.196Z",
+  "generated_at": "2026-07-01T16:12:02.523Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "3657 commits over 48 days (76.19/day)"
+          "evidence": "3659 commits over 48 days (76.23/day)"
         },
         "13": {
           "status": "pass",
@@ -142,7 +142,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "14 commits over 47 days (0.30/day)"
+          "evidence": "14 commits over 48 days (0.29/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "3657 commits over 48 days (76.19/day)"
+          "evidence": "3659 commits over 48 days (76.23/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 36489298..8b7e4214 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-07-01T15:56:28.206Z",
+  "generated_at": "2026-07-01T16:11:58.885Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 748.365,
+      "price": 749.03,
       "previousClose": 758.54,
       "dayHigh": 749.365,
       "dayLow": 742.375,
@@ -34,20 +34,20 @@
         728.99,
         741,
         746.77,
-        748.365
+        749.03
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": -10.175,
-      "changePct": -1.3414,
-      "updated_at": "2026-07-01T15:56:28.491Z"
+      "change": -9.51,
+      "changePct": -1.2537,
+      "updated_at": "2026-07-01T16:11:59.111Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 728.859,
+      "price": 729.485,
       "previousClose": 742.74,
       "dayHigh": 731.91,
       "dayLow": 725.52,
@@ -75,22 +75,22 @@
         706.52,
         724.08,
         736.4,
-        728.859
+        729.485
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": -13.881,
-      "changePct": -1.8689,
-      "updated_at": "2026-07-01T15:56:28.707Z"
+      "change": -13.255,
+      "changePct": -1.7846,
+      "updated_at": "2026-07-01T16:11:59.290Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 525.3,
+      "price": 526.12,
       "previousClose": 511.44,
-      "dayHigh": 525.56,
+      "dayHigh": 526.17,
       "dayLow": 519.62,
       "fiftyTwoWeekHigh": 526.57,
       "fiftyTwoWeekLow": 433.4,
@@ -116,20 +116,20 @@
         517.75,
         521.68,
         522.39,
-        525.3
+        526.12
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 13.86,
-      "changePct": 2.71,
-      "updated_at": "2026-07-01T15:56:28.892Z"
+      "change": 14.68,
+      "changePct": 2.8703,
+      "updated_at": "2026-07-01T16:11:59.475Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 301.87,
+      "price": 302.111,
       "previousClose": 288.98,
       "dayHigh": 302.715,
       "dayLow": 298.92,
@@ -157,23 +157,23 @@
         299.83,
         298.97,
         300.45,
-        301.87
+        302.111
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 12.89,
-      "changePct": 4.4605,
-      "updated_at": "2026-07-01T15:56:29.078Z"
+      "change": 13.131,
+      "changePct": 4.5439,
+      "updated_at": "2026-07-01T16:11:59.655Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 16.15,
+      "price": 16.12,
       "previousClose": 16.05,
       "dayHigh": 17.3,
-      "dayLow": 16.1,
+      "dayLow": 16.07,
       "fiftyTwoWeekHigh": 35.3,
       "fiftyTwoWeekLow": 13.38,
       "sparkline": [
@@ -198,20 +198,20 @@
         18.41,
         17.65,
         16.45,
-        16.15
+        16.12
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": 0.1,
-      "changePct": 0.6231,
-      "updated_at": "2026-07-01T15:56:29.267Z"
+      "change": 0.07,
+      "changePct": 0.4361,
+      "updated_at": "2026-07-01T16:11:59.977Z"
     },
     {
       "sym": "^TNX",
       "name": "10-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TNX",
-      "price": 4.463,
+      "price": 4.461,
       "previousClose": 4.475,
       "dayHigh": 4.501,
       "dayLow": 4.457,
@@ -237,20 +237,20 @@
         4.402,
         4.392,
         4.372,
-        4.463
+        4.461
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": -0.012,
-      "changePct": -0.2682,
-      "updated_at": "2026-07-01T15:56:29.464Z"
+      "change": -0.014,
+      "changePct": -0.3128,
+      "updated_at": "2026-07-01T16:12:00.236Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 4.964,
+      "price": 4.959,
       "previousClose": 4.991,
       "dayHigh": 4.99,
       "dayLow": 4.954,
@@ -276,13 +276,13 @@
         4.856,
         4.858,
         4.864,
-        4.964
+        4.959
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": -0.027,
-      "changePct": -0.541,
-      "updated_at": "2026-07-01T15:56:29.713Z"
+      "change": -0.032,
+      "changePct": -0.6412,
+      "updated_at": "2026-07-01T16:12:00.481Z"
     },
     {
       "sym": "^IRX",
@@ -321,14 +321,14 @@
       "exchangeName": "CGI",
       "change": 0.1,
       "changePct": 2.7624,
-      "updated_at": "2026-07-01T15:56:29.895Z"
+      "updated_at": "2026-07-01T16:12:00.667Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4098.5,
+      "price": 4098.9,
       "previousClose": 4475.2,
       "dayHigh": 4131,
       "dayLow": 3973,
@@ -356,20 +356,20 @@
         4078.7,
         4022.3,
         4022.9,
-        4098.5
+        4098.9
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -376.7,
-      "changePct": -8.4175,
-      "updated_at": "2026-07-01T15:56:30.085Z"
+      "change": -376.3,
+      "changePct": -8.4086,
+      "updated_at": "2026-07-01T16:12:00.850Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 68.3,
+      "price": 68.13,
       "previousClose": 92.16,
       "dayHigh": 70.19,
       "dayLow": 68.06,
@@ -397,20 +397,20 @@
         69.23,
         70.75,
         69.5,
-        68.3
+        68.13
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -23.86,
-      "changePct": -25.8898,
-      "updated_at": "2026-07-01T15:56:30.282Z"
+      "change": -24.03,
+      "changePct": -26.0742,
+      "updated_at": "2026-07-01T16:12:01.032Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 60048.96,
+      "price": 60069.39,
       "previousClose": 71319.77,
       "dayHigh": 60366.062,
       "dayLow": 58045.934,
@@ -447,13 +447,13 @@
         59532.34,
         60138.38,
         58558.86,
-        60048.96
+        60069.39
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -11270.81,
-      "changePct": -15.8032,
-      "updated_at": "2026-07-01T15:56:30.468Z"
+      "change": -11250.38,
+      "changePct": -15.7746,
+      "updated_at": "2026-07-01T16:12:01.211Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index a865cd2a..88005507 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-07-01T16:11:58.053Z",
+  "updated_at": "2026-07-01T16:27:20.927Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 3658,
-      "last_commit": "2026-07-01 09:11:00 -0700 auto-save: 2026-07-01T09:10:58 (5 files) — data/abrams-indexes.json data/build-log.jsonl data/counters.json data/mag-20-results.json data/market.json",
+      "commit_count": 3659,
+      "last_commit": "2026-07-01 09:11:58 -0700 tick: refresh inventory + SWOT at 2026-07-01T16:11:57Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

← 58552b9c tick: refresh inventory + SWOT at 2026-07-01T16:11:57Z  ·  back to Abrams  ·  auto-save: 2026-07-01T09:41:09 (5 files) — data/abrams-index be26354f →