vibebusiness 1.2.65 → 1.2.68

package/.next/standalone/scripts/investor-update.ts

@@ -14,6 +14,9 @@
 import * as fs from 'fs';
 import * as path from 'path';
 import { execSync } from 'child_process';
+import positioning from '../data/positioning.json' assert { type: 'json' };
+import { fetchNpmStats, type NpmStats } from './lib/data-sources/npm-stats.js';
+import { fetchGitHubStats, type GitHubStats } from './lib/data-sources/github-stats.js';
 
 // ─── Types ───────────────────────────────────────────────────────────────────
 
@@ -57,13 +60,15 @@ interface KPI {
   id: string;
   name: string;
   description: string;
-  current_value: number | null;
-  target_value: number | null;
+  source?: string; // e.g., 'manual', 'npm', 'github', 'posthog', 'calculated'
+  query?: string;
+  current_value: number | string | null;
+  target_value: number | string | null;
   unit: string;
   direction: 'higher_is_better' | 'lower_is_better';
   history: Array<{
     date: string;
-    value: number;
+    value: number | string;
   }>;
 }
 
@@ -181,7 +186,8 @@ function detectCompanyStage(goalMetrics: GoalMetrics[]): CompanyStage {
 
   const totalUsers = userMetrics.reduce((sum, m) => {
     const current = m.goal.kpis[0]?.current_value;
-    return sum + (current ?? 0);
+    const numericValue = typeof current === 'number' ? current : 0;
+    return sum + numericValue;
   }, 0);
 
   if (totalUsers === 0) return CompanyStage.PreLaunch;
@@ -196,7 +202,8 @@ function shouldIncludeMetric(kpi: KPI, stage: CompanyStage): boolean {
     const lowerName = kpi.name.toLowerCase();
 
     if (internalMetrics.some((m) => lowerName.includes(m))) {
-      return (kpi.current_value ?? 0) > 0; // Only show if non-zero
+      const numericValue = typeof kpi.current_value === 'number' ? kpi.current_value : 0;
+      return numericValue > 0; // Only show if non-zero
     }
   }
   return true;
@@ -284,7 +291,7 @@ function inferEpicImpact(epic: Epic, allIdeas: BusinessIdea[]): string {
 
 interface GoalMetrics {
   goal: BusinessGoal;
-  previous_value: number;
+  previous_value: number | string;
   growth_pct: string;
   delta: number;
 }
@@ -305,8 +312,14 @@ function getGoalMetrics(goalsFilePath: string, since: Date): GoalMetrics[] {
         .sort((a, b) => b.date.localeCompare(a.date))[0];
 
       const previous_value = previousEntry?.value ?? kpi.current_value;
-      const delta = kpi.current_value - previous_value;
-      const growth_pct = calculateGrowthPct(kpi.current_value, previous_value);
+
+      // Only calculate numeric deltas and growth
+      const currentNumeric = typeof kpi.current_value === 'number' ? kpi.current_value : null;
+      const previousNumeric = typeof previous_value === 'number' ? previous_value : null;
+      const delta = (currentNumeric !== null && previousNumeric !== null) ? currentNumeric - previousNumeric : 0;
+      const growth_pct = (currentNumeric !== null && previousNumeric !== null)
+        ? calculateGrowthPct(currentNumeric, previousNumeric)
+        : '0';
 
       metrics.push({
         goal: {
@@ -509,24 +522,31 @@ function generateExecutiveSummary(
   commitCount: number,
   learnings: string[]
 ): string {
+  // Extract market context from positioning data
+  const marketContext = positioning.current;
+  const sam = "$1.8-6B"; // From positioning SAM
+  const topDifferentiator = "full lifecycle loop: observe → analyze → recommend → implement → ship → verify"; // First differentiator
+
   if (stage === CompanyStage.PreLaunch) {
     const achievedGoals = goalMetrics.filter((m) => m.goal.status === 'achieved');
 
     if (achievedGoals.length > 0) {
+      const goalTitle = achievedGoals[0].goal.title.toLowerCase();
       const topLearning = learnings.length > 0 ? cleanLearningText(learnings[0]) : '';
-      // Only include learning if it's market/customer focused
       const learningClause = topLearning && !topLearning.toLowerCase().includes('data file') && !topLearning.toLowerCase().includes('shipped feature')
         ? ` Key insight: ${topLearning.split('.')[0]}.`
         : '';
 
-      return `Building toward beta launch. This month we ${achievedGoals[0].goal.title.toLowerCase()} and shipped ${commitCount} commits across the core platform.${learningClause}`;
+      // Lead with market opportunity, then traction
+      return `VibeBusiness is building the first autonomous AI product manager for the ${sam} indie hacker market. Our unique ${topDifferentiator} approach sets us apart. This month we ${goalTitle}, achieving ${epicAccomplishments.length} strategic milestone${epicAccomplishments.length !== 1 ? 's' : ''} with ${commitCount} commits shipped.${learningClause} On track for 20 beta users by Q2 to validate our 10x activation moment.`;
     }
 
     if (epicAccomplishments.length > 0) {
-      return `Building toward beta launch. This month: ${commitCount} commits shipped, ${epicAccomplishments.length} major feature${epicAccomplishments.length > 1 ? 's' : ''} completed. Learning velocity is high—pivoting quickly based on founder feedback.`;
+      return `VibeBusiness is building the first autonomous AI product manager for the ${sam} indie hacker market. This month: ${commitCount} commits shipped, ${epicAccomplishments.length} major feature${epicAccomplishments.length > 1 ? 's' : ''} completed. On track for 20 beta users by Q2 to prove PMF velocity.`;
     }
 
-    return `Building toward beta launch. This month: ${commitCount} commits shipped across the core platform. Focus on foundation and activation improvements.`;
+    // Fallback without achieved goals
+    return `Building toward beta launch in Q2. We're targeting the ${sam} indie hacker market with a unique ${topDifferentiator} approach. This month: ${commitCount} commits across core platform and activation improvements. Next milestone: 20 beta users to prove PMF velocity.`;
   }
 
   if (stage === CompanyStage.EarlyTraction) {
@@ -812,6 +832,73 @@ function generateMarkdown(data: {
     }
   }
 
+  // ─── Investment Thesis ───────────────────────────────────────────────────
+
+  md += `## 💼 Investment Thesis\n\n`;
+
+  // Load positioning data
+  const marketContext = positioning.current;
+
+  md += `### Market Opportunity\n`;
+  md += `- **TAM:** $80B+ across AI coding tools, agentic AI, and vertical AI for business\n`;
+  md += `- **SAM:** $1.8-6B (5-10M software entrepreneurs at $30-50/month)\n`;
+  md += `- **Beachhead:** Indie Hackers / Solo Technical Founders (CLI-native, $20-100/mo budgets)\n\n`;
+
+  md += `### Competitive Moat\n`;
+  for (const diff of marketContext.differentiators.slice(0, 4)) {
+    const [title, description] = diff.includes(':') ? diff.split(':').map(s => s.trim()) : [diff, ''];
+    if (description) {
+      md += `- **${title}** — ${description}\n`;
+    } else {
+      md += `- ${title}\n`;
+    }
+  }
+  md += `\n`;
+
+  md += `### Why Now / Competitive Window\n`;
+  md += `12-18 months before Microsoft/GitHub could replicate full lifecycle approach. Claude Code CLI improves monthly — our implementation quality improves for free.\n\n`;
+
+  md += `### Traction Milestones\n`;
+  const npmVersion = goalMetrics.find(m => m.goal.kpis.some(kpi => kpi.name.includes('npm') && kpi.name.includes('Version')));
+  const betaUsers = goalMetrics.find(m => m.goal.kpis.some(kpi => kpi.name.includes('Beta User')));
+  const payingUsers = goalMetrics.find(m => m.goal.kpis.some(kpi => kpi.name.includes('Paying Users')));
+
+  if (npmVersion) {
+    const versionKpi = npmVersion.goal.kpis.find(kpi => kpi.name.includes('Version'));
+    if (versionKpi) md += `- ✅ Public npm launch (v${versionKpi.current_value})\n`;
+  }
+  if (betaUsers) {
+    const betaKpi = betaUsers.goal.kpis.find(kpi => kpi.name.includes('Beta User'));
+    if (betaKpi) md += `- 🎯 Beta users: ${betaKpi.current_value}/${betaKpi.target_value} (targeting Q2)\n`;
+  }
+  if (payingUsers) {
+    const payingKpi = payingUsers.goal.kpis.find(kpi => kpi.name.includes('Paying Users'));
+    if (payingKpi) md += `- 🎯 Paying customers: ${payingKpi.current_value}/${payingKpi.target_value} (targeting Q3)\n`;
+  }
+
+  // Add unit economics if available
+  const unitEconomics = goalMetrics.find(m => m.goal.id === 'goal-unit-economics');
+  if (unitEconomics) {
+    md += `\n### Unit Economics (Target)\n`;
+    const cacKpi = unitEconomics.goal.kpis.find(kpi => kpi.id === 'kpi-cac');
+    const ltvKpi = unitEconomics.goal.kpis.find(kpi => kpi.id === 'kpi-ltv');
+    const marginKpi = unitEconomics.goal.kpis.find(kpi => kpi.id === 'kpi-gross-margin');
+
+    if (cacKpi && ltvKpi) {
+      const ltvNum = typeof ltvKpi.target_value === 'number' ? ltvKpi.target_value : null;
+      const cacNum = typeof cacKpi.target_value === 'number' ? cacKpi.target_value : null;
+      const ratio = (ltvNum && cacNum) ? (ltvNum / cacNum).toFixed(1) : 'N/A';
+      md += `- **CAC:** $${cacKpi.target_value} (target)\n`;
+      md += `- **LTV:** $${ltvKpi.target_value} (target)\n`;
+      md += `- **LTV:CAC Ratio:** ${ratio}:1 (target >3:1 for SaaS)\n`;
+    }
+    if (marginKpi) {
+      md += `- **Gross Margin:** ${marginKpi.target_value}% (BYOK = near-zero COGS)\n`;
+    }
+  }
+
+  md += `\n---\n\n`;
+
   // ─── Momentum Indicators ─────────────────────────────────────────────────
 
   md += `## 📊 Momentum Indicators\n\n`;
@@ -821,6 +908,26 @@ function generateMarkdown(data: {
     md += `- **Features Shipped:** ${epicAccomplishments.reduce((sum, e) => sum + e.ideas_shipped, 0)} total across ${epicAccomplishments.length} epic${epicAccomplishments.length > 1 ? 's' : ''}\n`;
   }
 
+  // Show sparklines for top KPIs with history
+  const kpisWithHistory = goalMetrics
+    .filter(m => m.goal.kpis[0].history.length > 1)
+    .slice(0, 5); // Show top 5
+
+  if (kpisWithHistory.length > 0) {
+    md += `\n**Key Metrics Trends:**\n`;
+    for (const metric of kpisWithHistory) {
+      const kpi = metric.goal.kpis[0];
+      const sparkline = generateAsciiSparkline(kpi.history);
+      if (sparkline) {
+        const currentVal = typeof kpi.current_value === 'number'
+          ? kpi.current_value.toFixed(0)
+          : kpi.current_value;
+        md += `- **${kpi.name}:** ${sparkline} ${currentVal} ${kpi.unit}\n`;
+      }
+    }
+    md += `\n`;
+  }
+
   if (goalMetrics.length > 0) {
     const avgGrowth = goalMetrics
       .map((m) => parseFloat(m.growth_pct.replace(/[+%]/g, '')))
@@ -843,6 +950,132 @@ function generateMarkdown(data: {
   return md;
 }
 
+// ─── ASCII Sparkline Generation ──────────────────────────────────────────────
+
+/**
+ * Generate ASCII sparkline chart for a series of values
+ */
+function generateAsciiSparkline(history: Array<{ date: string; value: number | string }>): string {
+  if (history.length === 0) return '';
+
+  // Convert values to numbers, filter out non-numeric
+  const numericValues = history
+    .map(h => typeof h.value === 'number' ? h.value : parseFloat(String(h.value)))
+    .filter(v => !isNaN(v) && isFinite(v));
+
+  if (numericValues.length < 2) return ''; // Need at least 2 points for a trend
+
+  const max = Math.max(...numericValues);
+  const min = Math.min(...numericValues);
+  const range = max - min || 1;
+
+  const bars = '▁▂▃▄▅▆▇█';
+
+  return numericValues.map(v => {
+    const normalized = (v - min) / range;
+    const barIndex = Math.min(Math.floor(normalized * 8), 7);
+    return bars[barIndex];
+  }).join('');
+}
+
+// ─── Live Data Fetching & KPI Updates ────────────────────────────────────────
+
+interface LiveData {
+  npm?: NpmStats;
+  github?: GitHubStats;
+}
+
+/**
+ * Fetch live data from external sources (npm, GitHub, etc.)
+ */
+async function fetchLiveData(repoPath: string, packageName: string = 'vibebusiness'): Promise<LiveData> {
+  console.log('📡 Fetching live metrics from npm and GitHub...\n');
+
+  const [npmResult, githubResult] = await Promise.allSettled([
+    fetchNpmStats(packageName),
+    fetchGitHubStats(repoPath),
+  ]);
+
+  const data: LiveData = {};
+
+  if (npmResult.status === 'fulfilled') {
+    data.npm = npmResult.value;
+    console.log(`  ✓ npm version: ${npmResult.value.version}`);
+  } else {
+    console.warn(`  ✗ npm fetch failed: ${npmResult.reason}`);
+  }
+
+  if (githubResult.status === 'fulfilled') {
+    data.github = githubResult.value;
+    console.log(`  ✓ GitHub stars: ${githubResult.value.stars}`);
+  } else {
+    console.warn(`  ✗ GitHub fetch failed: ${githubResult.reason}`);
+  }
+
+  console.log('');
+  return data;
+}
+
+/**
+ * Update KPI values in goals.json with live data
+ */
+function updateKPIsWithLiveData(goalsFilePath: string, liveData: LiveData): void {
+  const goalsStore = readJsonSafe<{ goals: BusinessGoal[] }>(goalsFilePath, { goals: [] });
+  let updated = false;
+
+  for (const goal of goalsStore.goals) {
+    for (const kpi of goal.kpis) {
+      const today = formatDate(new Date());
+
+      // Update npm-related KPIs
+      if (kpi.source === 'npm' && liveData.npm) {
+        if (kpi.id === 'kpi-npm-version' || kpi.name.includes('npm') && kpi.name.includes('Version')) {
+          const newVersion = liveData.npm.version;
+          if (kpi.current_value !== newVersion) {
+            kpi.current_value = newVersion;
+            // Add to history if not already present for today
+            if (!kpi.history.find(h => h.date === today)) {
+              kpi.history.push({ date: today, value: newVersion as any });
+            }
+            updated = true;
+          }
+        } else if (kpi.id === 'kpi-npm-downloads' || kpi.name.includes('npm') && kpi.name.includes('Downloads')) {
+          const newDownloads = liveData.npm.weeklyDownloads;
+          if (kpi.current_value !== newDownloads) {
+            kpi.current_value = newDownloads;
+            if (!kpi.history.find(h => h.date === today)) {
+              kpi.history.push({ date: today, value: newDownloads });
+            }
+            updated = true;
+          }
+        }
+      }
+
+      // Update GitHub-related KPIs (if we add them in the future)
+      if (kpi.source === 'github' && liveData.github) {
+        if (kpi.name.includes('Stars')) {
+          const newStars = liveData.github.stars;
+          if (kpi.current_value !== newStars) {
+            kpi.current_value = newStars;
+            if (!kpi.history.find(h => h.date === today)) {
+              kpi.history.push({ date: today, value: newStars });
+            }
+            updated = true;
+          }
+        }
+      }
+    }
+  }
+
+  // Write updated goals back to file
+  if (updated) {
+    fs.writeFileSync(goalsFilePath, JSON.stringify({ goals: goalsStore.goals }, null, 2) + '\n');
+    console.log('✅ Updated goals.json with live data\n');
+  } else {
+    console.log('ℹ️  No KPI updates needed\n');
+  }
+}
+
 // ─── Main ────────────────────────────────────────────────────────────────────
 
 async function main() {
@@ -871,6 +1104,10 @@ async function main() {
   if (hasVibeBusinessData) {
     console.log('📊 Using VibeBusiness data sources...\n');
 
+    // Fetch live data from external sources and update KPIs
+    const liveData = await fetchLiveData(repo);
+    updateKPIsWithLiveData(goalsFilePath, liveData);
+
     epicAccomplishments = getEpicAccomplishments(ideasFilePath, roadmapFilePath, since, until);
     goalMetrics = getGoalMetrics(goalsFilePath, since);
     roadmapEpics = getRoadmapEpics(roadmapFilePath, ideasFilePath);