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tick: refresh inventory + SWOT at 2026-05-25T17:20:38Z

fe8f0d84e891495f4fba59c9da52fb755663786f · 2026-05-25 10:20:39 -0700 · Abrams Panel

Files touched

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commit fe8f0d84e891495f4fba59c9da52fb755663786f
Author: Abrams Panel <steve@designerwallcoverings.com>
Date:   Mon May 25 10:20:39 2026 -0700

    tick: refresh inventory + SWOT at 2026-05-25T17:20:38Z
---
 data/.last-email-ts                   |  2 +-
 data/abrams-indexes.json              | 12 ++---
 data/build-log.jsonl                  | 17 +++++++
 data/counters.json                    |  4 +-
 data/email-queue/20260525-101705.json |  7 +++
 data/ideas.json                       | 88 +++++++++++++++++------------------
 data/mag-20-results.json              |  6 +--
 data/market.json                      | 36 +++++++-------
 data/projects.json                    |  6 +--
 9 files changed, 101 insertions(+), 77 deletions(-)

diff --git a/data/.last-email-ts b/data/.last-email-ts
index 323be78b..2518cb49 100644
--- a/data/.last-email-ts
+++ b/data/.last-email-ts
@@ -1 +1 @@
-2026-05-25T16:17:01Z
+2026-05-25T17:17:05Z
diff --git a/data/abrams-indexes.json b/data/abrams-indexes.json
index 30a0fd94..ddbb52f6 100644
--- a/data/abrams-indexes.json
+++ b/data/abrams-indexes.json
@@ -1,13 +1,13 @@
 {
-  "generated_at": "2026-05-25T16:50:31.191Z",
+  "generated_at": "2026-05-25T17:05:36.809Z",
   "indexes": [
     {
       "id": "ABI",
       "name": "Abrams Build Index",
       "icon": "◐",
-      "value": 236,
+      "value": 237,
       "unit": "idx",
-      "delta": 21.43,
+      "delta": 21.57,
       "delta_label": "commits/day vs prev 7d",
       "sparkline": [
         19,
@@ -16,7 +16,7 @@
         10,
         96,
         95,
-        40
+        41
       ],
       "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": 3,
+      "delta": 4,
       "delta_label": "commits today vs 7d avg",
       "sparkline": [
         19,
@@ -36,7 +36,7 @@
         10,
         96,
         95,
-        40
+        41
       ],
       "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 548cc413..c0e147da 100644
--- a/data/build-log.jsonl
+++ b/data/build-log.jsonl
@@ -5146,3 +5146,20 @@
 {"ts":"2026-05-25T17:05:32Z","type":"inventory-ok","phase":"inventory"}
 {"ts":"2026-05-25T17:05:33.234Z","type":"swot","slug":"lawyers-agentabrams","name":"lawyers.agentabrams.com"}
 {"ts":"2026-05-25T17:05:32Z","type":"swot-ok","phase":"swot"}
+{"ts":"2026-05-25T17:05:32Z","type":"git-commit","phase":"git"}
+{"ts":"2026-05-25T17:05:33.464Z","type":"counters","count":7}
+{"ts":"2026-05-25T17:05:32Z","type":"counters-ok","phase":"counters"}
+{"ts":"2026-05-25T17:05:35.616Z","type":"market-data","ok":11,"err":0,"total":11}
+{"ts":"2026-05-25T17:05:32Z","type":"market-ok","phase":"market"}
+{"ts":"2026-05-25T17:05:36.809Z","type":"abrams-indexes","count":8}
+{"ts":"2026-05-25T17:05:32Z","type":"abrams-idx-ok","phase":"abrams-indexes"}
+{"ts":"2026-05-25T17:05:37.780Z","type":"mag-20-audit","projects":13,"total_pass":70,"total_fail":32}
+{"ts":"2026-05-25T17:05:32Z","type":"mag-20-ok","phase":"audit"}
+{"ts":"2026-05-25T17:05:37Z","type":"drain-queue","drained":0,"failed":12,"pending":12}
+{"ts":"2026-05-25T17:05:32Z","type":"tick-done","tick":"1779728738"}
+{"ts":"2026-05-25T17:17:05Z","type":"email-queued","projects":13,"ideas":14,"leads":1,"events":64,"queue_file":"data/email-queue/20260525-101705.json"}
+{"ts":"2026-05-25T17:20:38Z","type":"tick-start","tick":"1779729638"}
+{"ts":"2026-05-25T17:20:38.997Z","type":"inventory","count":13,"categories":["panel","umbrella","household-os","misc","media","directory","analysis","saas"]}
+{"ts":"2026-05-25T17:20:38Z","type":"inventory-ok","phase":"inventory"}
+{"ts":"2026-05-25T17:20:39.025Z","type":"swot","slug":"abramsos","name":"AbramsOS"}
+{"ts":"2026-05-25T17:20:38Z","type":"swot-ok","phase":"swot"}
diff --git a/data/counters.json b/data/counters.json
index e32ffb25..76427519 100644
--- a/data/counters.json
+++ b/data/counters.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-05-25T16:50:28.154Z",
+  "generated_at": "2026-05-25T17:05:33.463Z",
   "counters": [
     {
       "key": "projects",
@@ -40,7 +40,7 @@
     {
       "key": "commits",
       "label": "Commits across portfolio",
-      "value": 404,
+      "value": 405,
       "url": null
     }
   ]
diff --git a/data/email-queue/20260525-101705.json b/data/email-queue/20260525-101705.json
new file mode 100644
index 00000000..843084fc
--- /dev/null
+++ b/data/email-queue/20260525-101705.json
@@ -0,0 +1,7 @@
+{
+  "to": "info@designerwallcoverings.com",
+  "cc": "steve@designerwallcoverings.com",
+  "subject": "Abrams Panel - hourly @ 10:17",
+  "body_markdown": "# Abrams Panel \u2014 Hourly Digest\n\n**As of 2026-05-25T17:17:05Z**\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```\n2026-05-25 17:05:33  inventory           {\"count\": 13, \"categories\": [\"panel\", \"umbrella\", \"household-os\", \"misc\", \"media\", \"directory\", \"analysis\", \"saas\"]}\n2026-05-25 17:05:32  inventory-ok        {\"phase\": \"inventory\"}\n2026-05-25 17:05:33  swot                {\"slug\": \"lawyers-agentabrams\", \"name\": \"lawyers.agentabrams.com\"}\n2026-05-25 17:05:32  swot-ok             {\"phase\": \"swot\"}\n2026-05-25 17:05:32  git-commit          {\"phase\": \"git\"}\n2026-05-25 17:05:33  counters            {\"count\": 7}\n2026-05-25 17:05:32  counters-ok         {\"phase\": \"counters\"}\n2026-05-25 17:05:35  market-data         {\"ok\": 11, \"err\": 0, \"total\": 11}\n2026-05-25 17:05:32  market-ok           {\"phase\": \"market\"}\n2026-05-25 17:05:36  abrams-indexes      {\"count\": 8}\n2026-05-25 17:05:32  abrams-idx-ok       {\"phase\": \"abrams-indexes\"}\n2026-05-25 17:05:37  mag-20-audit        {\"projects\": 13, \"total_pass\": 70, \"total_fail\": 32}\n2026-05-25 17:05:32  mag-20-ok           {\"phase\": \"audit\"}\n2026-05-25 17:05:37  drain-queue         {\"drained\": 0, \"failed\": 12, \"pending\": 12}\n2026-05-25 17:05:32  tick-done           {\"tick\": \"1779728738\"}\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": "2026-05-25T17:17:05Z"
+}
diff --git a/data/ideas.json b/data/ideas.json
index c43d82c1..cbb74a38 100644
--- a/data/ideas.json
+++ b/data/ideas.json
@@ -53,49 +53,6 @@
       ],
       "generated_at": "2026-05-14T16:18:00.000Z"
     },
-    {
-      "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": "2026-05-25T07:32:05.352Z"
-    },
     {
       "slug": "abrams-panel",
       "name": "Abrams Panel",
@@ -607,8 +564,51 @@
         "Pilot doctor / NPH version with the same engine."
       ],
       "generated_at": "2026-05-25T17:05:33.233Z"
+    },
+    {
+      "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": "2026-05-25T17:20:39.024Z"
     }
   ],
-  "updated_at": "2026-05-25T17:05:33.234Z",
+  "updated_at": "2026-05-25T17:20:39.025Z",
   "count": 14
 }
\ No newline at end of file
diff --git a/data/mag-20-results.json b/data/mag-20-results.json
index 33137b39..81d62854 100644
--- a/data/mag-20-results.json
+++ b/data/mag-20-results.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-05-25T16:50:31.220Z",
+  "generated_at": "2026-05-25T17:05:36.838Z",
   "projects": [
     {
       "slug": "abrams-panel",
@@ -52,7 +52,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "340 commits over 11 days (30.91/day)"
+          "evidence": "341 commits over 11 days (31.00/day)"
         },
         "13": {
           "status": "pass",
@@ -232,7 +232,7 @@
         },
         "12": {
           "status": "pass",
-          "evidence": "340 commits over 11 days (30.91/day)"
+          "evidence": "341 commits over 11 days (31.00/day)"
         },
         "13": {
           "status": "pass",
diff --git a/data/market.json b/data/market.json
index 43952db9..79b19a9b 100644
--- a/data/market.json
+++ b/data/market.json
@@ -1,5 +1,5 @@
 {
-  "generated_at": "2026-05-25T16:50:28.186Z",
+  "generated_at": "2026-05-25T17:05:33.495Z",
   "tickers": [
     {
       "sym": "SPY",
@@ -40,7 +40,7 @@
       "exchangeName": "PCX",
       "change": 34.43,
       "changePct": 4.841,
-      "updated_at": "2026-05-25T16:50:28.329Z"
+      "updated_at": "2026-05-25T17:05:33.632Z"
     },
     {
       "sym": "QQQ",
@@ -81,7 +81,7 @@
       "exchangeName": "NGM",
       "change": 62.43,
       "changePct": 9.5297,
-      "updated_at": "2026-05-25T16:50:28.504Z"
+      "updated_at": "2026-05-25T17:05:33.811Z"
     },
     {
       "sym": "DIA",
@@ -122,7 +122,7 @@
       "exchangeName": "PCX",
       "change": 11.36,
       "changePct": 2.2961,
-      "updated_at": "2026-05-25T16:50:28.685Z"
+      "updated_at": "2026-05-25T17:05:34.053Z"
     },
     {
       "sym": "IWM",
@@ -163,7 +163,7 @@
       "exchangeName": "PCX",
       "change": 8.64,
       "changePct": 3.125,
-      "updated_at": "2026-05-25T16:50:28.867Z"
+      "updated_at": "2026-05-25T17:05:34.229Z"
     },
     {
       "sym": "^VIX",
@@ -203,7 +203,7 @@
       "exchangeName": "CXI",
       "change": -2.12,
       "changePct": -11.3308,
-      "updated_at": "2026-05-25T16:50:29.046Z"
+      "updated_at": "2026-05-25T17:05:34.415Z"
     },
     {
       "sym": "^TNX",
@@ -242,7 +242,7 @@
       "exchangeName": "CGI",
       "change": 0.248,
       "changePct": 5.7541,
-      "updated_at": "2026-05-25T16:50:29.231Z"
+      "updated_at": "2026-05-25T17:05:34.592Z"
     },
     {
       "sym": "^TYX",
@@ -281,7 +281,7 @@
       "exchangeName": "CGI",
       "change": 0.148,
       "changePct": 3.0106,
-      "updated_at": "2026-05-25T16:50:29.410Z"
+      "updated_at": "2026-05-25T17:05:34.768Z"
     },
     {
       "sym": "^IRX",
@@ -319,7 +319,7 @@
       "exchangeName": "CGI",
       "change": -0.008,
       "changePct": -0.2227,
-      "updated_at": "2026-05-25T16:50:29.601Z"
+      "updated_at": "2026-05-25T17:05:34.956Z"
     },
     {
       "sym": "GC=F",
@@ -359,7 +359,7 @@
       "exchangeName": "CMX",
       "change": -199.1,
       "changePct": -4.2162,
-      "updated_at": "2026-05-25T16:50:29.784Z"
+      "updated_at": "2026-05-25T17:05:35.134Z"
     },
     {
       "sym": "CL=F",
@@ -369,7 +369,7 @@
       "price": 96.6,
       "previousClose": 94.4,
       "dayHigh": 93.9,
-      "dayLow": 90.32,
+      "dayLow": 90.11,
       "fiftyTwoWeekHigh": 119.48,
       "fiftyTwoWeekLow": 54.98,
       "sparkline": [
@@ -399,16 +399,16 @@
       "exchangeName": "NYM",
       "change": 2.2,
       "changePct": 2.3305,
-      "updated_at": "2026-05-25T16:50:29.967Z"
+      "updated_at": "2026-05-25T17:05:35.316Z"
     },
     {
       "sym": "BTC-USD",
       "name": "Bitcoin",
       "cat": "Crypto",
       "symbol": "BTC-USD",
-      "price": 77707.98,
+      "price": 77699.4,
       "previousClose": 77612.016,
-      "dayHigh": 77680.71,
+      "dayHigh": 77734.28,
       "dayLow": 76842.695,
       "fiftyTwoWeekHigh": 126198.07,
       "fiftyTwoWeekLow": 60074.203,
@@ -443,13 +443,13 @@
         75488.24,
         76673.37,
         76981.125,
-        77707.98
+        77699.4
       ],
       "currency": "USD",
       "exchangeName": "CCC",
-      "change": 95.964,
-      "changePct": 0.1236,
-      "updated_at": "2026-05-25T16:50:30.149Z"
+      "change": 87.384,
+      "changePct": 0.1126,
+      "updated_at": "2026-05-25T17:05:35.493Z"
     }
   ]
 }
\ No newline at end of file
diff --git a/data/projects.json b/data/projects.json
index 963fbfb5..5cc27a87 100644
--- a/data/projects.json
+++ b/data/projects.json
@@ -1,5 +1,5 @@
 {
-  "updated_at": "2026-05-25T17:05:33.204Z",
+  "updated_at": "2026-05-25T17:20:38.997Z",
   "count": 13,
   "projects": [
     {
@@ -41,8 +41,8 @@
       "pm2_name": null,
       "pm2_pid": null,
       "pm2_uptime_ms": null,
-      "commit_count": 340,
-      "last_commit": "2026-05-25 09:50:28 -0700 tick: refresh inventory + SWOT at 2026-05-25T16:50:27Z",
+      "commit_count": 341,
+      "last_commit": "2026-05-25 10:05:33 -0700 tick: refresh inventory + SWOT at 2026-05-25T17:05:32Z",
       "created_at": "2026-05-14T15:31:51.408Z"
     },
     {

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