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tick: refresh inventory + SWOT at 2026-06-27T00:23:49Z

fa5859cb720fb68510c77b181a5f8fd86d3e1a77 · 2026-06-26 17:23:50 -0700 · Abrams Panel

Files touched

Diff

commit fa5859cb720fb68510c77b181a5f8fd86d3e1a77
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Fri Jun 26 17:23:50 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-27T00:23:49Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 30 ++++++------
 data/build-log.jsonl                  | 17 +++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260626-171701.json |  6 +++
 data/ideas.json                       | 90 +++++++++++++++++------------------
 data/mag-20-results.json              |  6 +--
 data/market.json                      | 39 ++++++++-------
 data/projects.json                    |  6 +--
 9 files changed, 111 insertions(+), 89 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index a6e67528..b87ba40d 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-26T23:17:01Z
+2026-06-27T00:17:00Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index a34b1256..decd4faf 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,22 +1,22 @@
 {
-  "generated_at": "2026-06-26T23:53:23.976Z",
+  "generated_at": "2026-06-27T00:08:38.820Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 121,
+      "value": 107,
       "unit": "idx",
-      "delta": 20,
+      "delta": 6.71,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
-        95,
         104,
         143,
         117,
         108,
         142,
-        90
+        92,
+        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": -24,
+      "delta": -101,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
-        95,
         104,
         143,
         117,
         108,
         142,
-        90
+        92,
+        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": 155,
       "delta_label": "late-night commits in 7d",
       "sparkline": [
-        20,
         23,
         30,
         18,
         11,
         29,
-        16
+        16,
+        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": 155,
       "unit": "late-night commits / 7d",
-      "delta": -13,
+      "delta": -16,
       "delta_label": "last 24h vs prior day",
       "sparkline": [
-        20,
         23,
         30,
         18,
         11,
         29,
-        16
+        16,
+        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 49c9fde1..3c054766 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -44376,3 +44376,20 @@
 {"ts":"2026-06-27T00:08:35Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-27T00:08:35.705Z","type":"swot","slug":"mp3-agentabrams","name":"mp3-agentabrams"}
 {"ts":"2026-06-27T00:08:35Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-27T00:08:35Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-27T00:08:35.935Z","type":"counters","count":7}
+{"ts":"2026-06-27T00:08:35Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-27T00:08:38.177Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-27T00:08:35Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-27T00:08:38.821Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-27T00:08:35Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-27T00:08:39.421Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-27T00:08:35Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-27T00:08:39Z","type":"drain-queue","drained":0,"failed":206,"pending":206}
+{"ts":"2026-06-27T00:08:35Z","type":"tick-done","tick":"1782518929"}
+{"ts":"2026-06-27T00:17:00Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260626-171701.json"}
+{"ts":"2026-06-27T00:23:49Z","type":"tick-start","tick":"1782519829"}
+{"ts":"2026-06-27T00:23:49.929Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-27T00:23:49Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-27T00:23:49.954Z","type":"swot","slug":"sdcc-agentabrams","name":"sdccanalysis.agentabrams.com"}
+{"ts":"2026-06-27T00:23:49Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index c47ab8db..afa972b2 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-26T23:53:20.785Z",
+  "generated_at": "2026-06-27T00:08:35.933Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 3062,
+      "value": 3064,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260626-171701.json b/data/email-queue/20260626-171701.json
new file mode 100644
index 00000000..75a06196
--- /dev/null
+++ b/data/email-queue/20260626-171701.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 2026-06-27T00:17:00Z**\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```\n2026-06-27 00:08:35  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-27 00:08:35  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-27 00:08:35  swot                {\"slug\": \"mp3-agentabrams\", \"name\": \"mp3-agentabrams\"}\n2026-06-27 00:08:35  swot-ok             {\"phase\": \"swot\"}\n2026-06-27 00:08:35  git-commit          {\"phase\": \"git\"}\n2026-06-27 00:08:35  counters            {\"count\": 7}\n2026-06-27 00:08:35  counters-ok         {\"phase\": \"counters\"}\n2026-06-27 00:08:38  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-27 00:08:35  market-ok           {\"phase\": \"market\"}\n2026-06-27 00:08:38  abrams-indexes      {\"count\": 8}\n2026-06-27 00:08:35  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-27 00:08:39  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-27 00:08:35  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-27 00:08:39  drain-queue         {\"drained\": 0, \"failed\": 206, \"pending\": 206}\n2026-06-27 00:08:35  tick-done           {\"tick\": \"1782518929\"}\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": "2026-06-27T00:17:00Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 01768d2f..1487043b 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -349,50 +349,6 @@
       ],
       "generated_at": "2026-06-26T22:37:02.603Z"
     },
-    {
-      "slug": "sdcc-agentabrams",
-      "name": "sdccanalysis.agentabrams.com",
-      "tagline": "One screen for the empire.",
-      "summary": "sdccanalysis.agentabrams.com — Student loan & SDCC analysis hub.\n\nOne screen for the empire.",
-      "stage": "live",
-      "category": "analysis",
-      "domain": "sdccanalysis.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": "2026-06-26T22:52:17.492Z"
-    },
     {
       "slug": "abramsos",
       "name": "AbramsOS",
@@ -607,8 +563,52 @@
         "Generate Daily Brief audio via clone-voice → mp3.agentabrams.com."
       ],
       "generated_at": "2026-06-27T00:08:35.704Z"
+    },
+    {
+      "slug": "sdcc-agentabrams",
+      "name": "sdccanalysis.agentabrams.com",
+      "tagline": "One screen for the empire.",
+      "summary": "sdccanalysis.agentabrams.com — Student loan & SDCC analysis hub.\n\nOne screen for the empire.",
+      "stage": "live",
+      "category": "analysis",
+      "domain": "sdccanalysis.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": "2026-06-27T00:23:49.953Z"
     }
   ],
-  "updated_at": "2026-06-27T00:08:35.704Z",
+  "updated_at": "2026-06-27T00:23:49.953Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 760fe7e2..be71d13b 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-26T23:53:24.003Z",
+  "generated_at": "2026-06-27T00:08:38.847Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "2992 commits over 43 days (69.58/day)"
+          "evidence": "2994 commits over 43 days (69.63/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "2992 commits over 43 days (69.58/day)"
+          "evidence": "2994 commits over 43 days (69.63/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index dd93aa9e..be0220b2 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-26T23:53:20.814Z",
+  "generated_at": "2026-06-27T00:08:35.967Z",
   "tickers": [
     {
       "sym": "SPY",
@@ -40,7 +40,7 @@
       "exchangeName": "PCX",
       "change": -21.6,
       "changePct": -2.8777,
-      "updated_at": "2026-06-26T23:53:20.962Z"
+      "updated_at": "2026-06-27T00:08:36.107Z"
     },
     {
       "sym": "QQQ",
@@ -81,7 +81,7 @@
       "exchangeName": "NGM",
       "change": -23.76,
       "changePct": -3.2535,
-      "updated_at": "2026-06-26T23:53:21.269Z"
+      "updated_at": "2026-06-27T00:08:36.290Z"
     },
     {
       "sym": "DIA",
@@ -122,7 +122,7 @@
       "exchangeName": "PCX",
       "change": 12.5,
       "changePct": 2.474,
-      "updated_at": "2026-06-26T23:53:21.449Z"
+      "updated_at": "2026-06-27T00:08:36.544Z"
     },
     {
       "sym": "IWM",
@@ -163,7 +163,7 @@
       "exchangeName": "PCX",
       "change": 9.32,
       "changePct": 3.2082,
-      "updated_at": "2026-06-26T23:53:21.654Z"
+      "updated_at": "2026-06-27T00:08:36.726Z"
     },
     {
       "sym": "^VIX",
@@ -205,7 +205,7 @@
       "exchangeName": "CXI",
       "change": 1.4,
       "changePct": 8.2305,
-      "updated_at": "2026-06-26T23:53:21.843Z"
+      "updated_at": "2026-06-27T00:08:36.907Z"
     },
     {
       "sym": "^TNX",
@@ -243,7 +243,7 @@
       "exchangeName": "CGI",
       "change": -0.121,
       "changePct": -2.6931,
-      "updated_at": "2026-06-26T23:53:22.025Z"
+      "updated_at": "2026-06-27T00:08:37.085Z"
     },
     {
       "sym": "^TYX",
@@ -281,7 +281,7 @@
       "exchangeName": "CGI",
       "change": -0.162,
       "changePct": -3.2232,
-      "updated_at": "2026-06-26T23:53:22.286Z"
+      "updated_at": "2026-06-27T00:08:37.268Z"
     },
     {
       "sym": "^IRX",
@@ -319,7 +319,7 @@
       "exchangeName": "CGI",
       "change": 0.081,
       "changePct": 2.2613,
-      "updated_at": "2026-06-26T23:53:22.495Z"
+      "updated_at": "2026-06-27T00:08:37.501Z"
     },
     {
       "sym": "GC=F",
@@ -361,7 +361,7 @@
       "exchangeName": "CMX",
       "change": -397.4,
       "changePct": -8.8303,
-      "updated_at": "2026-06-26T23:53:22.678Z"
+      "updated_at": "2026-06-27T00:08:37.688Z"
     },
     {
       "sym": "CL=F",
@@ -403,21 +403,20 @@
       "exchangeName": "NYM",
       "change": -23.65,
       "changePct": -25.1891,
-      "updated_at": "2026-06-26T23:53:22.861Z"
+      "updated_at": "2026-06-27T00:08:37.873Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 59974.92,
-      "previousClose": 75825.734,
-      "dayHigh": 60631.656,
-      "dayLow": 58397.418,
+      "price": 60039.98,
+      "previousClose": 74344.7,
+      "dayHigh": 60021.926,
+      "dayLow": 60013.164,
       "fiftyTwoWeekHigh": 126198.07,
       "fiftyTwoWeekLow": 58075.92,
       "sparkline": [
-        75825.734,
         74344.7,
         73536.555,
         73372.52,
@@ -448,13 +447,13 @@
         62668.02,
         60995.133,
         59721.676,
-        59974.92
+        60039.98
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -15850.814,
-      "changePct": -20.9043,
-      "updated_at": "2026-06-26T23:53:23.193Z"
+      "change": -14304.72,
+      "changePct": -19.2411,
+      "updated_at": "2026-06-27T00:08:38.055Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 44dc1b2f..d0260bf5 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-27T00:08:35.678Z",
+  "updated_at": "2026-06-27T00:23:49.928Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 2993,
-      "last_commit": "2026-06-26 17:04:48 -0700 auto-save: 2026-06-26T17:04:47 (5 files) — data/abrams-indexes.json data/build-log.jsonl data/counters.json data/mag-20-results.json data/market.json",
+      "commit_count": 2994,
+      "last_commit": "2026-06-26 17:08:35 -0700 tick: refresh inventory + SWOT at 2026-06-27T00:08:35Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

← f86e42b7 tick: refresh inventory + SWOT at 2026-06-27T00:08:35Z  ·  back to Abrams  ·  auto-save: 2026-06-26T17:34:54 (5 files) — data/abrams-index 43c3a3e4 →