create-pmos 0.150.0 → 0.151.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "create-pmos",
-  "version": "0.150.0",
+  "version": "0.151.0",
   "description": "Scaffold the PMOS portable kit — run the PMOS product-management workflow (initiative → lane-fit spec → contract → build → three gates, with work-type lanes for features, research, maintenance, incidents, and content) entirely inside your own repo, with all state as git-versioned files. Includes `workflow-sweep`, which audits the state every board derives from and separates real defects from work you simply have not done. `create-pmos workspace` also installs + launches the local Terminal Workspace GUI. No database, no network, no telemetry.",
   "license": "MIT",
   "bin": {

package/payload/KIT-VERSION

@@ -1,3 +1,3 @@
-kernel-source: pmos@3f66dcc
+kernel-source: pmos@ccceced
 assembled: 2026-10-12
 mode: vendor

package/payload/planning/evals/eval-calibration.md

@@ -2,7 +2,7 @@
 type: Reference
 title: "Eval calibration log"
 description: "Append-only record of every PM override of an evaluator verdict."
-generated: {by: process:create-pmos, at: "2026-10-12T03:30:13Z"}
+generated: {by: process:create-pmos, at: "2026-10-12T03:34:16Z"}
 status: stable
 ---
 

package/payload/planning/okrs/health-budgets.md

@@ -2,7 +2,7 @@
 type: Reference
 title: "Health budgets"
 description: "Closed registry of health-budget anchors (D59), edited only by the PM."
-generated: {by: process:create-pmos, at: "2026-10-12T03:30:13Z"}
+generated: {by: process:create-pmos, at: "2026-10-12T03:34:16Z"}
 status: stable
 ---
 

package/payload/state/discoveries.md

@@ -2,7 +2,7 @@
 type: Reference
 title: "Discoveries and friction log"
 description: "Append-only record of what runs discovered and where the process rubbed."
-generated: {by: process:create-pmos, at: "2026-10-12T03:30:13Z"}
+generated: {by: process:create-pmos, at: "2026-10-12T03:34:16Z"}
 status: stable
 ---
 

package/workspace/guide/console-calendar.md

@@ -21,7 +21,7 @@ Under the title, the note shows its meeting and its initiative. Press **Link to
 
 - **Before** shows what the note kept about its meeting: the agenda, what the meeting is for, what to do to be ready, what to read first, the people, and the meeting: its time, its place and who organized it. A tick shows an agenda item that was heard in the transcript. A note with no meeting says so, and has **Link to a meeting** and **Link to an initiative**.
 - **During** shows the live notes while the note is recorded or paused. At other times it shows the transcript.
-- **After** shows **Replay** first when the sound of the note is kept on this machine. Then it shows the overview, the decisions with why, the next steps with owner and due date, the open questions, the statements that differ from a file, the highlights and the screenshots of the shared screen (**Screen**; press one to see it large). The transcript is folded at the bottom. When the final notes are written, click a text to correct it. Leave the text to save it. Press `Esc` to cancel. **Make task** adds a next step to the note's initiative.
+- **After** shows **Replay** first when the sound of the note is kept on this machine. Then it shows the overview, the decisions with why, the next steps with owner and due date, the open questions, the statements that differ from a file, the highlights and the screenshots of the shared screen (**Screen**; press one to see it large). The transcript is folded at the bottom. Click a text to correct it: the summary, a decision and its why, or a next step, its owner and its due day. Press `Enter` or leave the text to save it. Press `Esc` to cancel. Empty an owner or a due day to clear it. A decision caught while the meeting was recorded has no why. Before the final notes are written, press **Write a summary of the meeting** to write your own summary; empty it to go back to the caught one. **Make task** adds a next step to the note's initiative.
 
 A note that is recorded now opens on **During**. Other notes open on **After**. **Show in the calendar** goes back to the grid, on the day of the meeting, with the meeting selected. The copy button puts the note on the clipboard as Markdown.
 

package/workspace/lib/notes.js

@@ -903,11 +903,11 @@ function summarize(note) {
   // PM labelled it; without bullets, from the lines as before
   const bl = ((note && note.bullets) || []).filter((b) => b && b.text);
   const bitems = bl.map((b, k) => ({ i: n + k, bid: b.id, text: b.text, t: Number.isFinite(b.t) ? b.t : null, src: 'bullet', cat: b.cat || null, by_pm: b.cat_by === 'pm',
-    dropped: !!b.dropped, open: !!b.open, owner: typeof b.owner === 'string' && b.owner ? b.owner : null }));
+    dropped: !!b.dropped, open: !!b.open, owner: typeof b.owner === 'string' && b.owner ? b.owner : null, due: typeof b.due === 'string' && b.due ? b.due : null }));
   const caught = bl.length ? bitems.concat(items.filter((x) => x.src === 'transcript' && x.by_pm)) : items;
   const decisions = cap(caught.filter((x) => kindOf(x, 'decision')).filter(once), 'decisions');
   const actions = cap(caught.filter((x) => kindOf(x, 'action')).filter(once), 'actions')
-    .map((x) => ({ ...x, owner: x.owner || ownerOf(x.text, names), due: dueOf(x.text) }));
+    .map((x) => ({ ...x, owner: x.owner || ownerOf(x.text, names), due: x.due || dueOf(x.text) }));
   const questions = cap(caught.filter((x) => kindOf(x, 'question')).filter(once), 'questions');
   const points = cap(bitems.filter((x) => !x.dropped && !x.open && (x.cat === 'topic' || x.cat === 'statement')).filter(once), 'points');
   const facts = items.filter((x) => x.src === 'transcript' && isFact(x)).filter(once);
@@ -1569,7 +1569,7 @@ function updateBullet(dir, { id, bid, text, patch = {} } = {}) {
   return { ok: true, bullet: b };
 }
 /** The PM's correction to one bullet: its label (the seven), `drop` (out of its section and the summary), or its words. */
-function editBullet(dir, { id, bid, cat, drop, text, now = Date.now() } = {}) {
+function editBullet(dir, { id, bid, cat, drop, text, owner, due, now = Date.now() } = {}) {
   const note = load(dir, id);
   if (!note) return err(404, 'no such note');
   if (!BULLET_ID_RE.test(String(bid || ''))) return err(400, 'that is not a bullet id');
@@ -1583,6 +1583,9 @@ function editBullet(dir, { id, bid, cat, drop, text, now = Date.now() } = {}) {
     if (t.length > MAX_BULLET) return err(413, 'that bullet is too long');
     if (t !== b.text) { if (b.orig_text === undefined) b.orig_text = b.text; b.text = t; delete b.check; }
   }
+  // the PM's owner or due day for a next step; an empty one clears it
+  if (owner !== undefined) { const o = String(owner == null ? '' : owner).replace(/\s+/g, ' ').trim().slice(0, 80); if (o) b.owner = o; else delete b.owner; }
+  if (due !== undefined) { const d = String(due == null ? '' : due).replace(/\s+/g, ' ').trim().slice(0, 60); if (d) b.due = d; else delete b.due; }
   if (cat !== undefined) { b.cat = cat; b.cat_by = 'pm'; delete b.open; }
   if (drop === true) b.dropped = true; else if (drop === false) delete b.dropped;
   refreshLocal(note, now);
@@ -1642,14 +1645,36 @@ function removeHighlight(dir, { id, hid, now = Date.now() } = {}) {
   store(dir, note);
   return { ok: true };
 }
-/** The PM's correction to the final notes: the overview, or the text of one decision, next step or open question. The
- * first words the agent wrote are kept as `orig_text`. */
+/** The PM's correction to the final notes: the overview (before the final notes, the PM's summary of the note), or the text of one decision, next step or open question. The
+ * first words the agent wrote are kept as `orig_text`. `field` corrects another part of one item instead: a next step's
+ * `owner` or `due`, or a decision's `why`; an empty one clears it. */
 const FINAL_SECS = { decision: 'decisions', action: 'actions', question: 'questions' };
-function editFinal(dir, { id, sec, i, text, now = Date.now() } = {}) {
+const FINAL_FIELDS = { action: { owner: 80, due: 60 }, decision: { why: 400 } };
+function editFinal(dir, { id, sec, i, text, field, now = Date.now() } = {}) {
   const note = load(dir, id);
   if (!note) return err(404, 'no such note');
   const f = note.final_notes;
+  // before the final notes exist, the PM's summary is kept beside what was caught live; an empty one goes back to that
+  if (!f && sec === 'overview') {
+    const t = clip(text, 2000);
+    if (t) note.overview_pm = t; else delete note.overview_pm;
+    note.updated_at = iso(now);
+    store(dir, note);
+    return { ok: true, final_notes: null, overview_pm: note.overview_pm || null };
+  }
   if (!f) return err(409, 'this note has no final notes yet');
+  if (field !== undefined && field !== 'text') {
+    const max = (FINAL_FIELDS[sec] || {})[field];
+    if (!max) return err(400, 'a ' + (sec || 'note') + ' has no ' + String(field).slice(0, 20) + ' to correct');
+    const list = f[FINAL_SECS[sec]];
+    const x = Array.isArray(list) ? list[Number(i)] : null;
+    if (!x) return err(404, 'no such item');
+    x[field] = clip(text, max) || null;
+    keepVersion(note, now);
+    note.updated_at = iso(now);
+    store(dir, note);
+    return { ok: true, final_notes: f };
+  }
   const t = clip(text, sec === 'overview' ? 2000 : 400);
   if (!t) return err(400, 'the text is empty');
   if (sec === 'overview') {

package/workspace/lib/routes-notes.js

@@ -7,7 +7,7 @@
  *                                                   [{ id, t, minute, text, owner, cat, cat_by, by: 'agent', open?, check?, dropped? }];
  *                                                   an open bullet has cat null. bullets_state: { agent: 'on'|'off'|'failed',
  *                                                   reason, session, next_at_ms, minute_ms, minutes }
- *   POST /api/notes/bullet     { id, bullet, cat?, drop?, text? } → { ok, bullet, summary }   the PM's correction to one bullet (Run 8)
+ *   POST /api/notes/bullet     { id, bullet, cat?, drop?, text?, owner?, due? } → { ok, bullet, summary }   the PM's correction to one bullet (Run 8)
  *   POST /api/notes/new        { title?, meeting?, initiative? } → { ok, note, reused }   a calendar event that already has a note
  *                                                   gets that note back (reused: true), so one meeting keeps one note (Run 4)
  *   POST /api/notes/link       { id, meeting?, initiative?, from_event? } → { ok, note, kept? }   the PM's link; null unlinks (Run 4)
@@ -62,7 +62,7 @@
  *   POST /api/notes/highlight-remove { id, hid } → { ok }
  *   POST /api/notes/wispr-fetch { id }    → { ok, wispr }   the PM asks for Wispr Flow's notes now, after the automatic fetch failed or
  *                                                   found nothing; the agent session is asked at once and again every two minutes for up to 20 minutes
- *   POST /api/notes/final-edit { id, sec: 'overview'|'decision'|'action'|'question', i?, text } → { ok, final_notes }   the PM's correction
+ *   POST /api/notes/final-edit { id, sec: 'overview'|'decision'|'action'|'question', i?, text, field?: 'owner'|'due'|'why' } → { ok, final_notes }   the PM's correction
  *
  * Notes are the PM's own and live in the per-user runtime directory (ctx.runtimeDir), never in a repository, so no route here
  * writes into a registered workspace. Every POST goes through pm-guard `requirePagePress` (a body that is not an object or carries
@@ -812,7 +812,7 @@ async function handle(req, res, url, ctx) {
     const q = queueFinal(ctx, id);
     return done(q.queued ? { ok: true, queued: true } : { ok: false, status: 409, error: q.reason });
   }
-  if (p === '/api/notes/bullet') return done(notes.editBullet(dir, { id, bid: body.bullet, cat: body.cat, drop: body.drop, text: body.text }));
+  if (p === '/api/notes/bullet') return done(notes.editBullet(dir, { id, bid: body.bullet, cat: body.cat, drop: body.drop, text: body.text, owner: body.owner, due: body.due }));
   if (p === '/api/notes/line') {
     const pick = (k) => (body[k] === undefined ? undefined : body[k]);
     return done(notes.editLine(dir, { id, index: Number(body.index), cat: pick('cat'), summary: pick('summary'), tags: pick('tags'), people: pick('people'), text: pick('text') }));
@@ -963,7 +963,7 @@ async function handle(req, res, url, ctx) {
   }
   if (p === '/api/notes/highlight-remove') return done(notes.removeHighlight(dir, { id, hid: body.hid }));
   if (p === '/api/notes/wispr-fetch') return done(fetchWisprNow(ctx, id));
-  if (p === '/api/notes/final-edit') return done(notes.editFinal(dir, { id, sec: body.sec, i: body.i, text: body.text }));
+  if (p === '/api/notes/final-edit') return done(notes.editFinal(dir, { id, sec: body.sec, i: body.i, text: body.text, field: body.field }));
   // summarize-agent: the handoff file first (refused for a private note), then the PM's own agent session
   let w = null;
   if (body.ws != null) {

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.150.0",
+  "version": "0.151.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.150.0",
+      "version": "0.151.0",
       "license": "MIT",
       "dependencies": {
         "@xterm/addon-fit": "^0.11.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.150.0",
+  "version": "0.151.0",
   "private": true,
   "description": "PMOS Terminal Workspace — local companion hosting real PTYs beside the library and gates (D62)",
   "license": "MIT",

package/workspace/public/pm/c3-notes.js

@@ -282,20 +282,26 @@ function after(s, n, mode) {
   const p = partsOf(n);
   const names = n.meeting && n.meeting.context ? peopleOf(n.meeting.context) : [];
   const cf = conflictsOf(n);
-  const td = (text) => el('td', null, text);
   const kids = [
     el('div', { class: 'c3cv-head' }, el('h3', null, c3ic('notes'), 'Notes'), recordButton(s, n, mode)),
     el('div', { class: 'chips2' }, el('b', null, n.title || 'Untitled note'), el('span', { class: 'dim mono cal3-sm' }, [dayOf(startOf(n)), mins(lenOf(n))].filter(Boolean).join(' · ')), ...names.map(avatar)),
     ...(() => { const rp = mode ? null : replayOf(s, n); return rp ? [el('div', { class: 'cal3-replay', 'data-cal3-notes': 'replay' }, el('h4', null, 'Replay'), rp, el('p', { class: 'dim cal3-sm' }, 'Kept on this machine.'))] : []; })(),
     ...cf.map((c) => el('div', { class: 'fold w', 'data-cal3-notes': 'conflict' }, c3ic('alert', 'sm'), '“' + c.text + '” differs from ', el('span', { class: 'mono' }, c.doc + (c.line ? ':' + c.line : '')))),
-    p.overview ? editable(p.from === 'final', 'p', p.overview, 'Overview', (t) => saveFinal(s, n, 'overview', 0, t), { class: 'cal3-ov', 'data-cal3-notes': 'overview' })
-      : el('p', { class: 'dim cal3-ov', 'data-cal3-notes': 'no-overview' }, mode ? 'The overview is written when you stop recording.' : 'No overview yet.'),
+    p.overview || !mode ? editable(true, 'p', p.overview, 'Summary', (t) => saveFinal(s, n, 'overview', 0, t), { class: 'cal3-ov', 'data-cal3-notes': p.overview ? 'overview' : 'no-overview' }, p.from === 'final' ? null : 'Write a summary of the meeting')
+      : el('p', { class: 'dim cal3-ov', 'data-cal3-notes': 'no-overview' }, 'The overview is written when you stop recording.'),
   ];
-  if (p.decisions.length) kids.push(el('table', { class: 'tbl', 'data-cv': 'decisions' }, el('thead', null, el('tr', null, el('th', null, 'Decision'), el('th', null, 'Why'))),
-    el('tbody', null, p.decisions.map((d) => el('tr', { 'data-cal3-notes': 'decision' }, el('td', null, editable(p.from === 'final', 'span', d.text, 'Decision', (t) => saveFinal(s, n, d.sec, d.i, t))), el('td', { class: 'dim' }, d.why || d.by || ''))))));
+  // each part of a decision or a next step is corrected in place: in the final notes (/api/notes/final-edit), or in the bullet
+  // it was caught from (/api/notes/bullet). A bullet has no why, so a caught decision's why is not shown.
+  const fin = p.from === 'final';
+  const cell = (x, field, label, ph, cls) => {
+    const on = fin || (x.bullet !== undefined && field !== 'why');
+    return el('td', cls ? { class: cls } : null, editable(on, 'span', x[field] || '', label, (t) => saveItem(s, n, x, field, t), { 'data-cal3-notes-field': field }, ph));
+  };
+  if (p.decisions.length) kids.push(el('table', { class: 'tbl', 'data-cv': 'decisions' }, el('thead', null, el('tr', null, el('th', null, 'Decision'), fin ? el('th', null, 'Why') : null)),
+    el('tbody', null, p.decisions.map((d) => el('tr', { 'data-cal3-notes': 'decision' }, cell(d, 'text', 'Decision'), fin ? cell(d, 'why', 'Why', 'Add why', 'dim') : null)))));
   if (p.actions.length) kids.push(el('table', { class: 'tbl', 'data-cv': 'actions' }, el('thead', null, el('tr', null, el('th', null, 'Next step'), el('th', null, 'Owner'), el('th', null, 'Due'), el('th'))),
-    el('tbody', null, p.actions.map((a) => el('tr', { 'data-cal3-notes': 'action' }, el('td', null, editable(p.from === 'final', 'span', a.text, 'Next step', (t) => saveFinal(s, n, a.sec, a.i, t))),
-      td(a.owner || el('span', { class: 'dim' }, 'No owner')), td(a.due || el('span', { class: 'dim' }, '—')),
+    el('tbody', null, p.actions.map((a) => el('tr', { 'data-cal3-notes': 'action' }, cell(a, 'text', 'Next step'),
+      cell(a, 'owner', 'Owner', 'No owner'), cell(a, 'due', 'Due', 'No date'),
       el('td', { class: 'cal3-tdr' }, btn('chip2 lk', { 'data-cal3-notes': 'make-task', title: n.initiative ? 'Add this step to ' + iniName(n.initiative) + ' as a plan item' : 'Link the note to an initiative first' },
         [c3ic('plus', 'sm'), 'Make task'], (e) => makeTask(n, a, { btn: e.currentTarget }))))))));
   if (p.questions.length) kids.push(el('div', { class: 'cal3-ctx', 'data-cal3-notes': 'questions' }, el('h4', null, 'Open questions'),
@@ -313,10 +319,11 @@ function after(s, n, mode) {
   return el('section', { class: 'card cal3-ncard', 'data-cv': 'notes' }, kids);
 }
 
-/** A text the PM corrects in place once the notes are final: a click puts the cursor in it, leaving it saves, Esc puts it back. */
-function editable(on, tag, text, label, save, attrs) {
-  if (!on) return el(tag, attrs || null, text);
-  const node = el(tag, { ...(attrs || {}), contenteditable: 'true', spellcheck: 'true', role: 'textbox', 'aria-label': 'Edit ' + label, 'data-cal3-notes-edit': '' }, text);
+/** A text the PM corrects in place: a click puts the cursor in it, leaving it saves, Esc puts it back. With a placeholder
+ * (`ph`), the text may be empty: the placeholder shows, and emptying the text clears it; without one, an empty text is refused. */
+function editable(on, tag, text, label, save, attrs, ph) {
+  if (!on) return el(tag, attrs || null, text || (ph ? el('span', { class: 'dim' }, ph) : ''));
+  const node = el(tag, { ...(attrs || {}), class: [attrs && attrs.class, ph ? 'cal3-ed' : null].filter(Boolean).join(' ') || null, contenteditable: 'true', spellcheck: 'true', role: 'textbox', 'aria-label': 'Edit ' + label, 'data-cal3-notes-edit': '', 'data-ph': ph || null }, text);
   let last = text;
   node.addEventListener('keydown', (e) => {
     if (e.key === 'Enter' && tag !== 'p') { e.preventDefault(); node.blur(); }
@@ -324,15 +331,27 @@ function editable(on, tag, text, label, save, attrs) {
   });
   node.addEventListener('blur', async () => {
     const v = node.textContent.replace(/\s+/g, ' ').trim();
-    if (!v || v === last) { node.textContent = last; return; }
-    if (await save(v)) last = v; else node.textContent = last;
+    if ((!v && !ph) || v === last) { node.textContent = last; return; }
+    if (await save(v)) { last = v; node.textContent = v; } else node.textContent = last;
   });
   return node;
 }
-async function saveFinal(s, n, sec, i, text) {
-  const r = await pmPost('/api/notes/final-edit', { id: n.id, sec, i, text });
+/* one part of a decision or a next step: in the final notes, or in the bullet it was caught from */
+async function saveItem(s, n, x, field, text) {
+  if (x.sec) return saveFinal(s, n, x.sec, x.i, text, field === 'text' ? undefined : field);
+  const r = await pmPost('/api/notes/bullet', { id: n.id, bullet: x.bullet, [field]: text });
   if (!r || !r.ok) { toast('Not saved' + ((r && r.error) ? ': ' + r.error : '')); return false; }
-  n.final_notes = r.final_notes;
+  const b = (n.bullets || []).find((y) => y && y.id === x.bullet);
+  if (b) Object.assign(b, r.bullet);
+  x[field] = text;
+  toast('Saved');
+  return true;
+}
+async function saveFinal(s, n, sec, i, text, field) {
+  const r = await pmPost('/api/notes/final-edit', field ? { id: n.id, sec, i, text, field } : { id: n.id, sec, i, text });
+  if (!r || !r.ok) { toast('Not saved' + ((r && r.error) ? ': ' + r.error : '')); return false; }
+  if (r.final_notes) n.final_notes = r.final_notes;
+  if ('overview_pm' in r) { if (r.overview_pm) n.overview_pm = r.overview_pm; else delete n.overview_pm; }
   toast('Saved');
   return true;
 }

package/workspace/public/pm/console3.css

@@ -529,6 +529,10 @@
 .c3 .cal3-ov{margin:0}
 .c3 .cal3-tdr{text-align:right}
 .c3 .cal3-ncard{display:grid;gap:var(--sp-2)}
+.c3 [data-cal3-notes-edit]{cursor:text;border-radius:6px;outline-offset:2px}
+@media (hover:hover){.c3 [data-cal3-notes-edit]:hover{background:var(--muted)}}
+.c3 .cal3-ed{display:inline-block;min-width:6ch}
+.c3 .cal3-ed:empty::before{content:attr(data-ph);color:var(--muted-foreground)}
 .c3 .cal3-nlinks{display:grid;gap:var(--sp-1);margin-top:var(--sp-1)}
 .c3 .cal3-replay{display:grid;gap:var(--sp-1)}
 .c3 .cal3-replay audio{width:100%;max-width:100%}

package/workspace/public/pm/dest-notes.js

@@ -144,6 +144,7 @@ export function partsOf(n) {
     const ov = n.summary && n.summary.sections && n.summary.sections.overview;
     if (Array.isArray(ov)) overview = ov.map((x) => String((x && x.text) || '')).filter(Boolean).join(' ');
   }
+  if (n.overview_pm) overview = n.overview_pm;   // the PM's own summary, written before the final notes
   return { from: 'live', overview, decisions: c.decision, actions: c.action, questions: c.question, topics: [] };
 }