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tick: refresh inventory + SWOT at 2026-06-09T19:17:03Z

fd5e862ff36a2b2a63f2502e72daae076f206c67 · 2026-06-09 12:17:04 -0700 · Abrams Panel

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commit fd5e862ff36a2b2a63f2502e72daae076f206c67
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Tue Jun 9 12:17:04 2026 -0700

    tick: refresh inventory + SWOT at 2026-06-09T19:17:03Z
---
 data/.last-email-ts                   |   2 +-
 data/abrams-indexes.json              |  10 ++--
 data/build-log.jsonl                  |  17 ++++++
 data/counters.json                    |   4 +-
 data/email-queue/20260609-121701.json |   7 +++
 data/ideas.json                       |  90 ++++++++++++++---------------
 data/mag-20-results.json              |   6 +-
 data/market.json                      | 104 +++++++++++++++++-----------------
 data/projects.json                    |   6 +-
 9 files changed, 135 insertions(+), 111 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index e884a342..06f65e0c 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-06-09T18:17:00Z
+2026-06-09T19:17:00Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index d1fd763a..739690ce 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-09T18:46:48.548Z",
+  "generated_at": "2026-06-09T19:01:58.023Z",
   "indexes": [
     {
       "id": "ABI",
@@ -7,7 +7,7 @@
       "icon": "◐",
       "value": 13,
       "unit": "idx",
-      "delta": -83.57,
+      "delta": -83.43,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         82,
@@ -16,7 +16,7 @@
         0,
         0,
         0,
-        5
+        6
       ],
       "method": "Daily commit count across all Abrams projects, indexed 100 = previous 7-day average. >100 = accelerating. <100 = cooling.",
       "interpretation": "BUILD COOLING"
@@ -25,7 +25,7 @@
       "id": "OHI",
       "name": "Operator Heat Index",
       "icon": "✸",
-      "value": 25,
+      "value": 30,
       "unit": "/100",
       "delta": -7,
       "delta_label": "commits today vs 7d avg",
@@ -36,7 +36,7 @@
         0,
         0,
         0,
-        5
+        6
       ],
       "method": "Composite: 50pt for pm2 uptime ratio + 50pt cap for today commits × 5. Reads founder activity intensity.",
       "interpretation": "COLD"
diff --git a/data/build-log.jsonl b/data/build-log.jsonl
index 4a93357b..af4bc580 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -19635,3 +19635,20 @@
 {"ts":"2026-06-09T19:01:54Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-06-09T19:01:54.702Z","type":"swot","slug":"sdcc-agentabrams","name":"sdccanalysis.agentabrams.com"}
 {"ts":"2026-06-09T19:01:54Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-06-09T19:01:54Z","type":"git-commit","phase":"git"}
+{"ts":"2026-06-09T19:01:55.015Z","type":"counters","count":7}
+{"ts":"2026-06-09T19:01:54Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-06-09T19:01:57.243Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-06-09T19:01:54Z","type":"market-ok","phase":"market"}
+{"ts":"2026-06-09T19:01:58.023Z","type":"abrams-indexes","count":8}
+{"ts":"2026-06-09T19:01:54Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-06-09T19:01:58.673Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-06-09T19:01:54Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-06-09T19:01:58Z","type":"drain-queue","drained":0,"failed":84,"pending":84}
+{"ts":"2026-06-09T19:01:54Z","type":"tick-done","tick":"1781031723"}
+{"ts":"2026-06-09T19:17:00Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":48,"queue_file":"data/email-queue/20260609-121701.json"}
+{"ts":"2026-06-09T19:17:03Z","type":"tick-start","tick":"1781032623"}
+{"ts":"2026-06-09T19:17:04.260Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-06-09T19:17:03Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-06-09T19:17:04.289Z","type":"swot","slug":"abrams-panel","name":"Abrams Panel"}
+{"ts":"2026-06-09T19:17:03Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index 7749004f..556da719 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-09T18:46:45.215Z",
+  "generated_at": "2026-06-09T19:01:55.014Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 1312,
+      "value": 1313,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260609-121701.json b/data/email-queue/20260609-121701.json
new file mode 100644
index 00000000..59547c56
--- /dev/null
+++ b/data/email-queue/20260609-121701.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 12:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-06-09T19:17:00Z**\n\n- Projects tracked: **13** (3 live)\n- SWOT analyses: **14**\n- Leads captured (total): **1**\n- Build events since last email: **48**\n\n## Recent build log\n\n```\n2026-06-09 19:01:54  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-06-09 19:01:54  inventory-ok        {\"phase\": \"inventory\"}\n2026-06-09 19:01:54  swot                {\"slug\": \"sdcc-agentabrams\", \"name\": \"sdccanalysis.agentabrams.com\"}\n2026-06-09 19:01:54  swot-ok             {\"phase\": \"swot\"}\n2026-06-09 19:01:54  git-commit          {\"phase\": \"git\"}\n2026-06-09 19:01:55  counters            {\"count\": 7}\n2026-06-09 19:01:54  counters-ok         {\"phase\": \"counters\"}\n2026-06-09 19:01:57  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-06-09 19:01:54  market-ok           {\"phase\": \"market\"}\n2026-06-09 19:01:58  abrams-indexes      {\"count\": 8}\n2026-06-09 19:01:54  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-06-09 19:01:58  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-06-09 19:01:54  mag-20-ok           {\"phase\": \"audit\"}\n2026-06-09 19:01:58  drain-queue         {\"drained\": 0, \"failed\": 84, \"pending\": 84}\n2026-06-09 19:01:54  tick-done           {\"tick\": \"1781031723\"}\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": "2026-06-09T19:17:00Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index 98c4399d..59b85125 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -433,50 +433,6 @@
       ],
       "generated_at": "2026-06-09T18:01:17.881Z"
     },
-    {
-      "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": "2026-06-09T18:16:26.376Z"
-    },
     {
       "slug": "abrams-discovery-viewer",
       "name": "abrams-discovery-viewer",
@@ -607,8 +563,52 @@
         "Ship Stripe checkout at /api/subscribe for white-label SaaS waitlist."
       ],
       "generated_at": "2026-06-09T19:01:54.701Z"
+    },
+    {
+      "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": "2026-06-09T19:17:04.288Z"
     }
   ],
-  "updated_at": "2026-06-09T19:01:54.702Z",
+  "updated_at": "2026-06-09T19:17:04.288Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index f29d8a38..9d8e1934 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-06-09T18:46:48.577Z",
+  "generated_at": "2026-06-09T19:01:58.051Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1242 commits over 26 days (47.77/day)"
+          "evidence": "1243 commits over 26 days (47.81/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "1242 commits over 26 days (47.77/day)"
+          "evidence": "1243 commits over 26 days (47.81/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 2d32680c..974fee73 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,12 +1,12 @@
 {
-  "generated_at": "2026-06-09T18:46:45.245Z",
+  "generated_at": "2026-06-09T19:01:55.044Z",
   "tickers": [
     {
       "sym": "SPY",
       "name": "S&P 500 ETF",
       "cat": "Stocks",
       "symbol": "SPY",
-      "price": 734.78,
+      "price": 736.405,
       "previousClose": 737.62,
       "dayHigh": 746.9,
       "dayLow": 722.59,
@@ -33,20 +33,20 @@
         757.09,
         737.55,
         739.22,
-        734.78
+        736.405
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": -2.84,
-      "changePct": -0.385,
-      "updated_at": "2026-06-09T18:46:45.385Z"
+      "change": -1.215,
+      "changePct": -0.1647,
+      "updated_at": "2026-06-09T19:01:55.212Z"
     },
     {
       "sym": "QQQ",
       "name": "Nasdaq-100 ETF",
       "cat": "Stocks",
       "symbol": "QQQ",
-      "price": 703.62,
+      "price": 706.161,
       "previousClose": 711.23,
       "dayHigh": 725.66,
       "dayLow": 686.37,
@@ -73,20 +73,20 @@
         740.61,
         705.06,
         716.07,
-        703.62
+        706.161
       ],
       "currency": "USD",
       "exchangeName": "NGM",
-      "change": -7.61,
-      "changePct": -1.07,
-      "updated_at": "2026-06-09T18:46:45.568Z"
+      "change": -5.069,
+      "changePct": -0.7127,
+      "updated_at": "2026-06-09T19:01:55.435Z"
     },
     {
       "sym": "DIA",
       "name": "Dow Industrials ETF",
       "cat": "Stocks",
       "symbol": "DIA",
-      "price": 508.95,
+      "price": 509.57,
       "previousClose": 496.13,
       "dayHigh": 513.54,
       "dayLow": 503.08,
@@ -113,20 +113,20 @@
         516.7,
         509.7,
         508.91,
-        508.95
+        509.57
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 12.82,
-      "changePct": 2.584,
-      "updated_at": "2026-06-09T18:46:45.747Z"
+      "change": 13.44,
+      "changePct": 2.709,
+      "updated_at": "2026-06-09T19:01:55.621Z"
     },
     {
       "sym": "IWM",
       "name": "Russell 2000 ETF",
       "cat": "Stocks",
       "symbol": "IWM",
-      "price": 284.32,
+      "price": 285.03,
       "previousClose": 284.17,
       "dayHigh": 290.87,
       "dayLow": 277.62,
@@ -153,20 +153,20 @@
         292.01,
         281.65,
         284.11,
-        284.32
+        285.03
       ],
       "currency": "USD",
       "exchangeName": "PCX",
-      "change": 0.15,
-      "changePct": 0.0528,
-      "updated_at": "2026-06-09T18:46:45.930Z"
+      "change": 0.86,
+      "changePct": 0.3026,
+      "updated_at": "2026-06-09T19:01:55.809Z"
     },
     {
       "sym": "^VIX",
       "name": "CBOE Volatility",
       "cat": "Stocks",
       "symbol": "^VIX",
-      "price": 19.59,
+      "price": 19.88,
       "previousClose": 17.19,
       "dayHigh": 23.34,
       "dayLow": 17.52,
@@ -194,20 +194,20 @@
         15.4,
         21.51,
         18.92,
-        19.59
+        19.88
       ],
       "currency": "USD",
       "exchangeName": "CXI",
-      "change": 2.4,
-      "changePct": 13.9616,
-      "updated_at": "2026-06-09T18:46:46.109Z"
+      "change": 2.69,
+      "changePct": 15.6486,
+      "updated_at": "2026-06-09T19:01:55.994Z"
     },
     {
       "sym": "^TNX",
       "name": "10-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TNX",
-      "price": 4.53,
+      "price": 4.528,
       "previousClose": 4.364,
       "dayHigh": 4.556,
       "dayLow": 4.52,
@@ -234,20 +234,20 @@
         4.477,
         4.536,
         4.552,
-        4.53
+        4.528
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.166,
-      "changePct": 3.8038,
-      "updated_at": "2026-06-09T18:46:46.286Z"
+      "change": 0.164,
+      "changePct": 3.758,
+      "updated_at": "2026-06-09T19:01:56.171Z"
     },
     {
       "sym": "^TYX",
       "name": "30-Year Treasury",
       "cat": "Bonds",
       "symbol": "^TYX",
-      "price": 5.012,
+      "price": 5.013,
       "previousClose": 4.947,
       "dayHigh": 5.034,
       "dayLow": 5.006,
@@ -274,13 +274,13 @@
         4.978,
         4.999,
         5.024,
-        5.012
+        5.013
       ],
       "currency": "USD",
       "exchangeName": "CGI",
-      "change": 0.065,
-      "changePct": 1.3139,
-      "updated_at": "2026-06-09T18:46:46.471Z"
+      "change": 0.066,
+      "changePct": 1.3341,
+      "updated_at": "2026-06-09T19:01:56.385Z"
     },
     {
       "sym": "^IRX",
@@ -320,14 +320,14 @@
       "exchangeName": "CGI",
       "change": 0.04,
       "changePct": 1.1127,
-      "updated_at": "2026-06-09T18:46:46.654Z"
+      "updated_at": "2026-06-09T19:01:56.569Z"
     },
     {
       "sym": "GC=F",
       "name": "Gold Futures",
       "cat": "Commodities",
       "symbol": "GC=F",
-      "price": 4294.5,
+      "price": 4289.9,
       "previousClose": 4720.4,
       "dayHigh": 4388.6,
       "dayLow": 4259.9,
@@ -354,20 +354,20 @@
         4475.8,
         4337.1,
         4335.9,
-        4294.5
+        4289.9
       ],
       "currency": "USD",
       "exchangeName": "CMX",
-      "change": -425.9,
-      "changePct": -9.0225,
-      "updated_at": "2026-06-09T18:46:47.044Z"
+      "change": -430.5,
+      "changePct": -9.12,
+      "updated_at": "2026-06-09T19:01:56.750Z"
     },
     {
       "sym": "CL=F",
       "name": "WTI Crude Oil",
       "cat": "Commodities",
       "symbol": "CL=F",
-      "price": 88.22,
+      "price": 88.16,
       "previousClose": 95.42,
       "dayHigh": 91.55,
       "dayLow": 85.95,
@@ -394,20 +394,20 @@
         93.04,
         90.54,
         91.3,
-        88.22
+        88.16
       ],
       "currency": "USD",
       "exchangeName": "NYM",
-      "change": -7.2,
-      "changePct": -7.5456,
-      "updated_at": "2026-06-09T18:46:47.379Z"
+      "change": -7.26,
+      "changePct": -7.6085,
+      "updated_at": "2026-06-09T19:01:56.924Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 61597.72,
+      "price": 61725,
       "previousClose": 80664.37,
       "dayHigh": 63484.543,
       "dayLow": 60782.844,
@@ -445,13 +445,13 @@
         60867.414,
         63239.52,
         63090.59,
-        61597.72
+        61725
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": -19066.65,
-      "changePct": -23.637,
-      "updated_at": "2026-06-09T18:46:47.562Z"
+      "change": -18939.37,
+      "changePct": -23.4792,
+      "updated_at": "2026-06-09T19:01:57.120Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index c0611364..454ea0ac 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-06-09T19:01:54.673Z",
+  "updated_at": "2026-06-09T19:17:04.259Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 1242,
-      "last_commit": "2026-06-09 11:46:45 -0700 tick: refresh inventory + SWOT at 2026-06-09T18:46:44Z",
+      "commit_count": 1243,
+      "last_commit": "2026-06-09 12:01:54 -0700 tick: refresh inventory + SWOT at 2026-06-09T19:01:54Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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