create-pmos 0.152.0 → 0.154.0

package/workspace/lib/routes-notes.js

@@ -10,7 +10,7 @@
  *   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)
+ *   POST /api/notes/link       { id, meeting?, initiative?, board?, portfolio?, from_event? } → { ok, note, kept? }   the PM's link; null unlinks (Run 4)
  *   GET  /api/notes/initiatives?id=…&ws=…  → { ok, open: [{ id, title }], pick }   the repository's open initiatives, and the local suggestion
  *   POST /api/notes/save       { id, title?, body? }      → { ok, updated_at, versions, added }   each new line of the notes is also
  *                                                   a transcript line, source 'typed' (`added`, Run 8)
@@ -691,7 +691,7 @@ async function handle(req, res, url, ctx) {
     return done(r);
   }
   // from_event: the initiative is the calendar event's own, and never replaces the PM's choice
-  if (p === '/api/notes/link') return done(notes.link(dir, { id, meeting: body.meeting, initiative: body.initiative, by: body.from_event === true ? 'event' : 'pm' }));
+  if (p === '/api/notes/link') return done(notes.link(dir, { id, meeting: body.meeting, initiative: body.initiative, board: body.board, portfolio: typeof body.portfolio === 'boolean' ? body.portfolio : undefined, by: body.from_event === true ? 'event' : 'pm' }));
   if (p === '/api/notes/dictate') return done(notes.dictation(body.text));
   if (p === '/api/notes/save') {
     const r = notes.save(dir, { id, title: body.title, body: body.body });

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.152.0",
+  "version": "0.154.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.152.0",
+      "version": "0.154.0",
       "license": "MIT",
       "dependencies": {
         "@xterm/addon-fit": "^0.11.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.152.0",
+  "version": "0.154.0",
   "private": true,
   "description": "PMOS Terminal Workspace — local companion hosting real PTYs beside the library and gates (D62)",
   "license": "MIT",

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

@@ -21,6 +21,7 @@ import { el } from './dom.js';
 import { c3ic } from './pm-work-view.js';
 import { button, ensureComponentsCss } from './primitives.js';
 import { toast } from './c3-toast.js';
+import { pmPost } from './http.js';
 import { notesView, openNote, noteOfEvent, primeNotes } from './c3-notes.js';   // Calendar › Notes (initiative c3-notes-place)
 import { onNotes } from './notes-links.js';
 
@@ -36,7 +37,8 @@ const KIND = {
 };
 const RANK = { milestone: 0, release: 1, report: 2, due: 3, own: 4 };
 const TONE = { bad: 'Late or at risk of missing', warn: 'At risk', ok: 'On track' };
-const REF = { initiative: 'Open the initiative', 'plan-item': 'Open the initiative', item: 'Open in Work', release: 'Open the release', report: 'Open in Reports' };
+const REF = { initiative: 'Open the initiative', 'plan-item': 'Open the initiative', item: 'Open in Work', release: 'Open the release', report: 'Open in Reports',
+  jira: 'Open the sprint', ask: 'Open in Triage', portfolio: 'Open the Portfolio' };
 const CTXWORD = { decision: 'Decision', action: 'Action', moved: 'Moved', prepared: 'Prepared', todo: 'To prepare' };
 const NO_SUGGESTION = 'Free, nothing specific to suggest';
 /* the tidy-up suggestions (lib/calendar-tidy.js): the severity groups in order, and each rule in words */
@@ -528,6 +530,8 @@ function openRef(ui, ref, extra) {
   if (ref.type === 'initiative') { if (!h.goInitiative(ref.id)) h.openInit(host, r, ref.id, extra.title); return; }
   if (ref.type === 'plan-item' || ref.type === 'release') { const ini = extra.initiative || ref.initiative; if (!(ini && h.goInitiative(ini))) h.gotoTab('init'); return; }
   if (ref.type === 'item') { h.gotoTab('work'); return; }
+  if (ref.type === 'jira' || ref.type === 'ask') { openBoardTab(ui, ref.board, ref.type === 'jira' ? 'sprints' : 'triage'); return; }
+  if (ref.type === PORTFOLIO) { openBoardTab(ui, null); return; }
   if (ref.type === 'report') h.gotoTab('rep');
 }
 
@@ -585,7 +589,8 @@ function meetingDetail(ui, hit) {
   else if (past) body = [list(['decision', 'action'], 'What came out of it', 'out', 'No decision or action is recorded.'), list(['moved'], 'What moved after it', 'moved', 'Nothing moved within 48 hours that refers to it.')];
   else body = upcomingBody(ui, rec, items);
   const b = !past && rec && rec.brief ? rec.brief : null;
-  const iniId = typeof e.initiative === 'string' ? e.initiative : b && b.initiative ? b.initiative.id : null;
+  const lv = !past && rec ? rec.level || null : null;
+  const iniId = lv && lv.kind !== 'initiative' ? null : typeof e.initiative === 'string' && !(lv && lv.by === 'pm') ? e.initiative : b && b.initiative ? b.initiative.id : null;
   const iniTitle = iniId ? (b && b.initiative && b.initiative.id === iniId && b.initiative.title) || (((ui.d.gantt || []).find((g) => g.id === iniId) || {}).title) || iniId : null;
   const iniStatus = b && b.initiative && b.initiative.id === iniId ? b.initiative.status : (((ui.d.gantt || []).find((g) => g.id === iniId) || {}).status || null);
   const sources = b && b.sources && b.sources.length ? 'Put together from ' + listWords(b.sources) + '. Each line opens its source. ' : '';
@@ -596,6 +601,7 @@ function meetingDetail(ui, hit) {
     el('div', { class: 'chips2', 'data-cal3': 'meeting-chips' }, homeChip('Calendar'), ...peopleOf(e).map((n) => el('span', { class: 'tag', 'data-cal3': 'person' }, n)),
       iniId ? el('span', { class: 'tag', 'data-cal3': 'meeting-initiative' }, 'Initiative: ' + iniTitle) : null,
       iniStatus && STATUS_TONE[iniStatus] ? el('span', { class: 'tag cal3-tone-' + STATUS_TONE[iniStatus] }, iniStatus) : null),
+    past || !M.ctx ? null : levelRow(ui, e, lv),
     noteLink(ui, e),
     ...body,
     el('p', { class: 'dim cal3-note', 'data-cal3': past ? 'past-note' : 'sources' }, past ? 'Only what PMOS holds a record for: items created or closed within 48 hours of the meeting. Each line opens its source.' : sources + 'PMOS proposes changes. It never edits your calendar.'),
@@ -611,13 +617,106 @@ const ctxBox = (key, title, ...kids) => el('div', { class: 'cal3-ctx', 'data-cal
 const ul = (rows) => el('ul', { class: 'cal3-cl', role: 'list' }, ...rows);
 const ci = (attrs, ...kids) => el('li', { class: 'cal3-ci', ...attrs }, ...kids);
 
+/* ── what a meeting is about: the Portfolio, a board or an initiative (initiative c3-meeting-board) ──
+ * The switch says which level the card reads and why PMOS chose it (lib/calendar-layers.js levelOf). Pressing a level links every
+ * occurrence of the meeting to it (POST /api/calendar-links); Board and Initiative ask which one when there is more than one. */
+// the meeting's level, not the old initiative list's Portfolio mode (cuts.test.js keeps that mode out)
+const PORTFOLIO = 'portfolio';
+const LEVELS = [[PORTFOLIO, 'Portfolio', 'Read every board'], ['board', 'Board', 'Read one board and its sprint'], ['initiative', 'Initiative', 'Read one initiative']];
+const linkPick = new Map();   // event id → the level whose picker is open
+
+function levelRow(ui, e, lv) {
+  const open = linkPick.get(e.id) || null;
+  const seg = el('div', { class: 'seg cal3-lvseg', role: 'group', 'aria-label': 'This meeting is about', 'data-cal3': 'level' },
+    ...LEVELS.map(([k, label, title]) => { const x = button({ variant: 'ghost', attrs: { class: 'cal3-b', 'aria-pressed': String(!!lv && lv.kind === k), 'data-cal3-level': k, title },
+      onClick: () => pickLevel(ui, e, lv, k) }); x.replaceChildren(el('span', null, label)); return x; }));
+  const what = !lv ? 'Not linked yet. Pick a level and PMOS reads it before the meeting.'
+    : lv.kind === PORTFOLIO ? 'Reads every board, linked because ' + lv.why + '.'
+    : lv.kind === 'board' ? 'Reads the ' + (lv.name || lv.id) + ' board and its sprint, linked because ' + lv.why + '.'
+    : 'Reads ' + (lv.name || lv.id) + ', linked because ' + lv.why + '.';
+  const unlink = lv && lv.by === 'pm' ? el('a', { href: '#', class: 'cal3-ref', 'data-cal3': 'unlink', onClick: (ev) => { ev.preventDefault(); saveLink(ui, e, { kind: 'none' }, 'The link is removed.'); } }, 'Unlink') : null;
+  return el('div', { class: 'cal3-level', 'data-cal3-ctx': 'level', 'data-cal3-level-by': lv ? lv.by : 'none' }, seg, el('span', { class: 'dim cal3-note' }, what), unlink, open ? pickerOf(ui, e, open) : null);
+}
+
+function pickLevel(ui, e, lv, kind) {
+  if (lv && lv.kind === kind && lv.by === 'pm' && kind === PORTFOLIO) return;
+  if (kind === PORTFOLIO) { saveLink(ui, e, { kind }, 'This meeting now reads every board.'); return; }
+  const choices = choicesOf(ui, kind);
+  if (choices.length === 1) { saveLink(ui, e, linkBody(kind, choices[0]), 'This meeting now reads ' + choices[0].name + '.'); return; }
+  linkPick.set(e.id, linkPick.get(e.id) === kind ? null : kind);
+  ui.redraw();
+}
+
+const choicesOf = (ui, kind) => kind === 'board' ? (ui.d.link_boards || []).map((b) => ({ ws: b.ws, id: b.id, name: b.name }))
+  : (ui.d.gantt || []).filter((g) => g && g.id).map((g) => ({ id: g.id, name: g.title || g.id }));
+const linkBody = (kind, c) => kind === 'board' ? { kind, ws: c.ws, board: c.id, title: c.name } : { kind, initiative: c.id, title: c.name };
+
+function pickerOf(ui, e, kind) {
+  const choices = choicesOf(ui, kind);
+  if (!choices.length) return el('span', { class: 'dim cal3-note', 'data-cal3': 'level-none' }, kind === 'board' ? 'No board to link yet.' : 'No initiative to link in this range.');
+  const sel = el('select', { 'aria-label': kind === 'board' ? 'Pick the board' : 'Pick the initiative', 'data-cal3': 'level-pick',
+    onChange: () => { const c = choices[Number(sel.value)]; if (c) saveLink(ui, e, linkBody(kind, c), 'This meeting now reads ' + c.name + '.'); } },
+    el('option', { value: '' }, kind === 'board' ? 'Pick the board' : 'Pick the initiative'), ...choices.map((c, i) => el('option', { value: String(i) }, c.name)));
+  return sel;
+}
+
+async function saveLink(ui, e, body, said) {
+  linkPick.delete(e.id);
+  let r = null;
+  try { r = await pmPost('/api/calendar-links', { event: { title: e.title || e.id, series: e.series || null }, ...body }); } catch (err) { r = { ok: false, error: String((err && err.message) || err) }; }
+  if (!r || !r.ok) { toast('The link was not saved: ' + ((r && r.error) || 'no answer') + '.'); ui.redraw(); return; }
+  toast(said);
+  ui.h.go(ui.host, ui.r, {});
+}
+
+/* the sprint's days left in words: working days after today up to its end */
+function sprintLeft(h, end, today) {
+  if (!end) return '';
+  if (end < today) return 'ended ' + h.dayLabel(end);
+  let n = 0;
+  for (let t = new Date(today + 'T12:00:00Z').getTime() + 86400000; ; t += 86400000) {
+    const d = new Date(t).toISOString().slice(0, 10); if (d > end) break;
+    const w = new Date(t).getUTCDay(); if (w > 0 && w < 6) n++;
+  }
+  return (n === 0 ? 'last day' : plural(n, 'working day') + ' left') + ', ends ' + h.dayLabel(end);
+}
+
+const HEALTH = { ok: ['', 'On track'], warn: ['warn', 'Needs attention'], bad: ['bad', 'Off track'] };
+
+function boardParts(ui, b) {
+  const { h } = ui;
+  const out = [];
+  if (b.boards && b.boards.length) out.push(ctxBox('boards', [c3ic('cols', 'sm'), 'Boards'], ul(b.boards.map((x) => {
+    const [tone, word] = HEALTH[x.health] || ['', 'Not read'];
+    return ci({ 'data-cal3-board': x.id }, el('span', { class: 'tag' + (tone ? ' cal3-tone-' + tone : '') }, word), el('span', { class: 'cal3-ct' }, x.name), el('span', { class: 'dim mono cal3-at' }, x.line),
+      el('a', { href: '#', class: 'cal3-ref', title: 'Open the board: ' + x.name, onClick: (ev) => { ev.preventDefault(); openBoardTab(ui, x.id, 'summary'); } }, c3ic('out', 'sm'), 'Open the board'));
+  }))));
+  if (b.sprint) {
+    const sp = b.sprint; const c = sp.counts || { todo: 0, doing: 0, done: 0 };
+    out.push(ctxBox('sprint', [c3ic('cols', 'sm'), sp.name, el('span', { class: 'dim mono cal3-h4r' }, sprintLeft(h, sp.end, ui.d.today || ''))],
+      el('div', { class: 'cal3-bar', role: 'img', 'aria-label': c.done + ' done, ' + c.doing + ' in progress, ' + c.todo + ' to do' },
+        setVar(el('i', { class: 'd' }), 'n', c.done), setVar(el('i', { class: 'p' }), 'n', c.doing), setVar(el('i', { class: 't' }), 'n', c.todo)),
+      el('div', { class: 'chips2 dim mono cal3-counts' }, el('span', null, c.done + ' done'), el('span', null, c.doing + ' in progress'), el('span', null, c.todo + ' to do'),
+        b.next ? el('span', { 'data-cal3': 'next-sprint' }, '· ' + b.next.name + ': ' + b.next.planned + ' planned, ' + b.next.carry + ' may carry over') : null)));
+  }
+  return out;
+}
+
+/* a board's home on Initiatives: the page reads ?init= when it opens (c3-initiatives.js parseLoc) */
+function openBoardTab(ui, board, tab) {
+  try { const u = new URL(location.href); u.searchParams.set('init', board ? 'board:' + encodeURIComponent(board) + ':' + tab : ''); if (!board) u.searchParams.delete('init'); history.replaceState(history.state, '', u); } catch { /* no history */ }
+  ui.h.gotoTab('init');
+}
+
 function upcomingBody(ui, rec, items) {
   const { h } = ui;
   const b = rec && rec.brief ? rec.brief : null;
+  const lv = rec && rec.level ? rec.level : null;
   const prep = items.filter((x) => x.kind === 'prepared' || x.kind === 'todo');
   const out = [];
   if (b && b.gist && b.gist.length) out.push(el('div', { class: 'cal3-ctx cal3-gist', 'data-cal3-ctx': 'gist' }, el('h4', null, c3ic('spark', 'sm'), 'In short'), el('p', { class: 'cal3-p' }, b.gist.join(' '))));
-  if (b && b.matters && b.matters.length) out.push(ctxBox('matters', 'What matters today', ul(b.matters.map((x) => ci({ 'data-cal3-matter': x.tag },
+  if (b) out.push(...boardParts(ui, b));
+  if (b && b.matters && b.matters.length) out.push(ctxBox('matters', b.planning ? 'To settle in planning' : 'What matters today', ul(b.matters.map((x) => ci({ 'data-cal3-matter': x.tag },
     el('span', { class: 'tag cal3-tone-' + x.tone }, x.tag), el('span', { class: 'cal3-ct' }, x.text), x.meta ? el('span', { class: 'dim mono cal3-at' }, x.meta) : null,
     refLink(ui, x.ref, { initiative: x.ref.initiative, title: x.text }))))));
   if (b && b.last) {
@@ -643,11 +742,11 @@ function upcomingBody(ui, rec, items) {
     ...(b.links || []).map((l) => el('a', { class: 'chip2', href: l.url, target: '_blank', rel: 'noopener noreferrer' }, c3ic('out', 'sm'), l.label)),
     ...(b.refs || []).map((r) => r.link ? el('a', { class: 'chip2', href: r.link, target: '_blank', rel: 'noopener noreferrer' }, c3ic('out', 'sm'), r.label, r.source ? el('span', { class: 'dim' }, ' ' + r.source) : null)
       : el('span', { class: 'chip2' }, r.label, r.source ? el('span', { class: 'dim' }, ' ' + r.source) : null))));
-  const noIni = !(b && b.initiative); const noLast = !(b && b.last);
+  const noIni = !lv; const noLast = !(b && b.last);
   if (noIni || noLast) {
-    const missing = noIni && noLast ? 'No initiative is linked and there is no earlier note from this meeting.' : noIni ? 'No initiative is linked to this meeting.' : 'There is no earlier note from this meeting.';
+    const missing = noIni && noLast ? 'This meeting is not linked and there is no earlier note from it.' : noIni ? 'This meeting is not linked to the Portfolio, a board or an initiative.' : 'There is no earlier note from this meeting.';
     out.push(ctxBox('knows', 'What PMOS knows', fold('info', missing + (out.length ? '' : ' Nothing is recorded to prepare.'), { 'data-cal3': 'knows' }),
-      ul([noIni ? ci({}, el('span', { class: 'tag' }, 'Link'), el('span', { class: 'cal3-ct' }, 'Link an initiative, and its blocked, late and due items show here.')) : null,
+      ul([noIni ? ci({}, el('span', { class: 'tag' }, 'Link'), el('span', { class: 'cal3-ct' }, 'Pick Portfolio, Board or Initiative above, and what matters there shows here.')) : null,
         ci({}, el('span', { class: 'tag' }, 'Note'), el('span', { class: 'cal3-ct' }, 'Take a note in this meeting, and the next one opens with its summary and next steps.'))].filter(Boolean))));
   }
   return out;

package/workspace/public/pm/c3-demo-cal4.js

@@ -90,7 +90,23 @@ const CONTEXT = {
   'm3@2026-10-06': { phase: 'past', held: false, items: [] },
   'm1@2026-10-08': { phase: 'upcoming', held: true, items: [
     { kind: 'prepared', text: 'Async summary of the 3 open tickets', ref: init('search') },
-  ] },
+  ],
+  // a meeting about a board (initiative c3-meeting-board): the title names no board, so the PM linked it
+  level: { kind: 'board', ws: D.WS_ID, id: 'idpf', name: 'IDPF', why: 'you linked it to the board', by: 'pm' },
+  brief: {
+    initiative: null,
+    gist: ['A meeting of the IDPF board.', 'IDPF Sprint 42 has 11 of 20 tickets still open, and 2 are blocked.', 'On the board: 1 initiative at risk.', '1 new ask waits in triage.'],
+    board: { ws: D.WS_ID, id: 'idpf', name: 'IDPF', health: 'warn', counts: { total: 3, open: 3, risk: 1, late: 0 }, next_release: null },
+    sprint: { name: 'IDPF Sprint 42', start: '2026-10-05', end: '2026-10-16', counts: { todo: 5, doing: 6, done: 9 }, total: 20, open: 11, blocked: 2, read_at: '2026-10-08T08:10:00' },
+    matters: [
+      { tone: 'bad', tag: 'Blocked', text: 'IDPF-1190 QA test plan for the beta: QA capacity', meta: 'In Progress · flagged in Jira', ref: { type: 'jira', id: 'IDPF-1190', board: 'idpf', ws: D.WS_ID } },
+      { tone: 'bad', tag: 'Blocked', text: 'IDPF-1204 Partner sandbox keys', meta: 'Blocked', ref: { type: 'jira', id: 'IDPF-1204', board: 'idpf', ws: D.WS_ID } },
+      { tone: 'warn', tag: 'At risk', text: 'Self-serve onboarding v2', meta: 'initiative on this board · due 2026-10-26', ref: init('IDPF-12') },
+      { tone: 'warn', tag: 'New ask', text: 'SSO for enterprise trials, from Lina Kusuma (Sales)', meta: 'waiting in triage', ref: { type: 'ask', id: 'ask-demo1', board: 'idpf', ws: D.WS_ID } },
+    ],
+    last: null, earlier: 0, purpose: null, prep: null, links: [], refs: [], planning: false,
+    sources: ['the calendar', 'the IDPF board', 'its IDPF Sprint 42 tickets from Jira'],
+  } },
   'm2@2026-10-08': { phase: 'upcoming', held: true, items: [
     { kind: 'prepared', text: 'Agenda: scope cut, blockers, next steps', ref: init('checkout') },
     { kind: 'prepared', text: 'Pre-read: the Checkout v2 PRD with 2 open comments', ref: { type: 'plan-item', id: 'checkout-prd' } },
@@ -104,6 +120,7 @@ const CONTEXT = {
     { kind: 'prepared', text: 'Three scope options with their dates', ref: init('checkout') },
     { kind: 'todo', text: 'Cut Checkout v2 to 3 core flows to hold 24 Oct?', ref: item('item-demo010') },
   ],
+  level: { kind: 'initiative', id: 'checkout', name: 'Checkout v2', why: "today's brief names the initiative", by: 'brief' },
   // the card before a meeting (initiative c3-meeting-card): what the server's briefOf puts together
   brief: {
     initiative: { id: 'checkout', title: 'Checkout v2', status: 'at risk' },
@@ -118,12 +135,35 @@ const CONTEXT = {
     earlier: 3, purpose: null, prep: null, links: [], refs: [],
     sources: ['the calendar', '3 earlier notes of this meeting', 'the checkout plan', 'your items'],
   } },
-  'm5@2026-10-08': { phase: 'upcoming', held: false, items: [] },
+  // a meeting about the Portfolio: the brief names no initiative and the PM linked it
+  'm5@2026-10-08': { phase: 'upcoming', held: false, items: [],
+    level: { kind: 'portfolio', name: 'Portfolio', why: 'you linked it to the Portfolio', by: 'pm' },
+    brief: {
+      initiative: null,
+      gist: ['A review of 5 boards.', 'Across the boards: 1 initiative late and 2 initiatives at risk.', '1 release in the next 14 days.'],
+      boards: [
+        { ws: D.WS_ID, id: 'idpf', name: 'IDPF', health: 'warn', line: '3 open initiatives · 1 at risk · 1 ask' },
+        { ws: D.WS_ID, id: 'pay', name: 'Payments', health: 'ok', line: '2 open initiatives' },
+        { ws: D.WS_ID, id: 'growth', name: 'Growth', health: 'ok', line: '2 open initiatives' },
+        { ws: D.WS_ID, id: 'office', name: 'Office move', health: 'bad', line: '2 open initiatives · 1 late · 1 at risk' },
+        { ws: D.WS_ID, id: 'hiring', name: 'Hiring Q4', health: 'ok', line: '1 open initiative' },
+      ],
+      matters: [
+        { tone: 'bad', tag: 'Late', text: 'Fit-out contractor selection', meta: 'Office move · due 2026-10-06', ref: init('OFF-01') },
+        { tone: 'warn', tag: 'At risk', text: 'Self-serve onboarding v2', meta: 'IDPF · due 2026-10-26', ref: init('IDPF-12') },
+        { tone: 'ok', tag: 'Release', text: 'Tokenisation 1.4', meta: 'Payments · 2026-10-15', ref: { type: 'release', id: 'rel-pay-14' } },
+      ],
+      last: null, earlier: 0, purpose: null, prep: null, links: [], refs: [], planning: false,
+      sources: ['the calendar', 'every board on the Portfolio'],
+    } },
 };
 
+/* the boards a meeting can be linked to (routes-calendar-views.js link_boards), as c3-demo-boards.js names them */
+const LINK_BOARDS = [['idpf', 'IDPF'], ['pay', 'Payments'], ['growth', 'Growth'], ['office', 'Office move'], ['hiring', 'Hiring Q4']].map(([id, name]) => ({ ws: D.WS_ID, id, name }));
+
 /** The answer of GET /api/calendar-views with the Calendar page's keys added. */
 export function withCalendarPage(out) {
   if (!out || !out.range) return out;
   const { start, end } = out.range;
-  return withCalendarTidy({ ...out, layers: layersIn(start, end), free: freeIn(start, end), context: CONTEXT });
+  return withCalendarTidy({ ...out, layers: layersIn(start, end), free: freeIn(start, end), context: CONTEXT, link_boards: LINK_BOARDS });
 }

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

@@ -76,6 +76,7 @@ function postRoute(path, body) {
   try { b = body ? JSON.parse(body) : {}; } catch { b = {}; }
   if (path === '/api/pm-items/add') return { ok: true, item: { id: 'item-demo-new' + (++added), title: String(b.line || '').trim() || 'New item', due: null, priority: null, waiting_on: null, job: null, steps: [], created_at: D.NOW_ISO + 'Z' } };
   if (path === '/api/pm-items/remove') return { ok: true, undo_ms: 8000 };
+  if (path === '/api/calendar-links') return (window.__c3links = (window.__c3links || []).concat([b])), { ok: true, link: b.kind === 'none' ? null : { kind: b.kind, ws: b.ws || null, board: b.board || null, initiative: b.initiative || null, title: b.title || null, by: 'pm:wawan' } };   // nothing is saved
   /* the Work page's routes (initiative console3-work-page): each answers as the real route does; pm-work-view.js lays the press over the fixtures */
   if (path === '/api/pm-items/notyet') {
     const when = String(b.when || ''); const n = when === 'tomorrow' ? 1 : when === 'next-week' ? 7 : 0;

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

@@ -9,8 +9,8 @@
  *   GET /api/runs                    the needs-you count only (a run that asks, holds a permission or needs the terminal); the cards are on the Terminal page
  *   GET and POST /api/scratchpad     the session's pad
  * The Message box, Send and End are DISABLED (drawn as the mockup's): no page press route sends a prompt to a session, and none is invented here.
- * Icon language (c3-terminal-icons.js): the header's AGENT button (spark) opens the Terminal page, the full agent surfaces; the TERMINAL glyph (`>_`) is the rail's
- * button (it opens this dock, the terminals of your branches) and every "Open the session" link. The rail draws one glyph button per session below it. */
+ * Icon language (c3-terminal-icons.js): the header's AGENT button (spark) opens the Terminal page, the full agent surfaces; the TERMINAL glyph (`>_`) is every "Open the session" link.
+ * A folded dock leaves no rail (PM, 2026-10-12): Ctrl J and the More menu open it again. */
 import { el } from './dom.js';
 import { pmGet, pmPost } from './http.js';
 import { c3ic } from './pm-work-view.js';
@@ -53,12 +53,11 @@ export function createDock(opts) {
       el('a', { class: 'ib sm', href: '/', title: 'Start a branch and session in the main app. A session starts over the terminal connection; the page has no route for it.', 'aria-label': 'Start a branch and session in the main app' }, c3ic('plus', 'sm')),
       el('button', { type: 'button', class: 'ib sm', title: 'Fold the dock (Ctrl J)', 'aria-label': 'Fold the dock', onclick: () => o.setOpen && o.setOpen(false) }, c3ic('fold'))),
     body);
-  const rail = el('div', { class: 'c3dock dock rail', 'data-c3pg': 'dock-rail' });
 
   const withEnd = (s) => (S.ended.has(s.id) ? { ...s, shown: 'exited', label: 'ended' } : s);
   const mine = () => S.sessions.filter((s) => s.ws === S.ws && !s.automatic).map(withEnd);
   const inTree = (dir) => mine().filter((s) => s.tree === dir).sort((a, b) => (a.shown === 'exited') - (b.shown === 'exited') || String(b.created).localeCompare(String(a.created)));
-  const pick = (id) => { S.sel = id; S.selTree = null; S.confirm = null; drawTree(); drawDetail(); drawRail(); if (o.setOpen) o.setOpen(true); };
+  const pick = (id) => { S.sel = id; S.selTree = null; S.confirm = null; drawTree(); drawDetail(); if (o.setOpen) o.setOpen(true); };
 
   function row(s) {
     const g = smOf(s);
@@ -129,15 +128,9 @@ export function createDock(opts) {
     const r = await pmPost('/api/session/remove', { id: s.id });
     if (r && r.ok) { S.ended.add(s.id); toast({ text: r.removed === false ? 'Asked it to end. Press End again to remove it.' : 'Ended. Any pending change stays a proposal.', timeout: 4200 }); }
     else toast({ text: (r && r.error) ? 'Not ended: ' + r.error : NOEND, tone: 'error' });
-    drawTree(); drawDetail(); drawRail(); refresh();
+    drawTree(); drawDetail(); refresh();
   }
 
-  function drawRail() {
-    const all = S.sessions.filter((s) => !s.automatic);   // the mockup's rail lists the first six sessions of every repository
-    const dots = all.slice(0, 6).map((s) => el('button', { type: 'button', class: 'ib sm', 'data-c3-rail': s.id, title: s.name + ' \u00b7 ' + (s.label || s.shown), 'aria-label': 'Show the session ' + s.name + ' in the dock', onclick: () => pick(s.id) }, el('span', { class: 'mk ' + smOf(s)[1] }, smOf(s)[0])));
-    /* the TERMINAL glyph: this button opens the dock (the terminals of your branches). The needs-you badge is on the agent button, not here. */
-    rail.replaceChildren(el('button', { type: 'button', class: 'ib', title: TIPS.terminalRail, 'aria-label': 'Open the sessions dock', 'data-c3pg': 'rail-open', onclick: () => o.setOpen && o.setOpen(true) }, ic('term')), ...dots);
-  }
 
   async function refresh() {
     const seq = ++S.seq; const ws = S.ws;
@@ -148,7 +141,7 @@ export function createDock(opts) {
     if (wt && wt.ok) { S.trees = wt.worktrees || []; S.err = null; } else if (!S.trees) S.trees = [];
     const m = mine();
     if (!m.some((x) => x.id === S.sel)) S.sel = (m.find((x) => x.shown !== 'exited') || m[0] || {}).id || null;
-    drawTree(); drawRail();
+    drawTree();
     const cur = detail.getAttribute('data-sel');
     if (cur !== String(S.sel)) { detail.setAttribute('data-sel', String(S.sel)); drawDetail(); }
     if (o.onCount) { const all = S.sessions.filter((x) => !x.automatic); o.onCount(all.filter((x) => x.shown === 'working').length, S.need); }
@@ -157,7 +150,7 @@ export function createDock(opts) {
   /* the mockup's keys: Ctrl or Cmd J folds and opens the dock (title "Open sessions (Ctrl J)"); the arrows move along the tree */
   const onKey = (e) => {
     if ((e.ctrlKey || e.metaKey) && !e.altKey && !e.shiftKey && (e.key === 'j' || e.key === 'J')) {
-      if (!side.isConnected && !rail.isConnected) return;
+      if (!side.isConnected) return;
       e.preventDefault(); if (o.setOpen) o.setOpen(side.hidden); return;
     }
     if ((e.key === 'ArrowDown' || e.key === 'ArrowUp') && e.target.closest && e.target.closest('.dk-tree')) {
@@ -167,13 +160,13 @@ export function createDock(opts) {
   };
   let timer = null;
   const api = {
-    side, rail,
+    side,
     setWorkspaces(list, ws) {
       S.ws = ws;
       sel.replaceChildren(...(list.length ? list : [{ id: ws, name: ws || 'workspace' }]).map((w) => el('option', { value: w.id, selected: w.id === ws }, w.name || w.id)));
       sel.onchange = (e) => { S.ws = e.target.value; S.trees = null; S.sel = null; detail.removeAttribute('data-sel'); if (o.onWs) o.onWs(S.ws); drawTree(); refresh(); };
     },
-    start() { document.addEventListener('keydown', onKey); drawTree(); drawRail(); refresh(); timer = setInterval(refresh, 15000); if (source().subscribe) S.unsub = source().subscribe(refresh); },
+    start() { document.addEventListener('keydown', onKey); drawTree(); refresh(); timer = setInterval(refresh, 15000); if (source().subscribe) S.unsub = source().subscribe(refresh); },
     stop() { if (timer) clearInterval(timer); if (S.unsub) S.unsub(); document.removeEventListener('keydown', onKey); },
     refresh,
   };

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

@@ -3,8 +3,11 @@
  * c3-calendar.js draws it when the Calendar | Notes switch is on Notes: notesView(ui) returns one persistent box, which this
  * file redraws on its own (a read, a choice, a stage, a search), so the grid's data call is not repeated.
  *
- *   the list   "By initiative" with a count and a search field, one group per initiative and "No initiative" last (dest-notes.js
- *              groupNotes). A row: the time or day, the length, recording or paused, "no meeting", and a dot for a conflict.
+ *   the list   "Notes" with a count and a search field, grouped by what a note is about: Portfolio first, then each board in the
+ *              portfolio's order, then "Not linked" (scopeGroups). A row: the time or day, the length, its initiative or a "board"
+ *              tag, recording or paused, "no meeting", and a dot for a conflict.
+ *   the head   the note's meeting, then what it is about (the Portfolio, a board, or an initiative on its board) with one picker
+ *              (aboutMenu: /api/boards and each board's Now and next initiatives), the mockup the PM approved on 2026-10-12.
  *   the note   the Calendar stage's layout (calendar-views.js stageNode, the mockup the PM approved on 2026-10-12): a head with
  *              Before, During and After, then the stage's cards.
  *     Before   the meeting context the note kept (meeting.context): agenda (an item heard is ticked), what it is for, to be ready,
@@ -20,13 +23,14 @@
  *   noteOfEvent(e)          the note linked to a calendar event, from the shared notes read (notes-links.js), or null
  */
 import { el } from './dom.js';
-import { button } from './primitives.js';
+import { button, menu } from './primitives.js';
+import { icon } from './icons.js';
 import { c3ic } from './pm-work-view.js';
 import { pmGet, pmPost } from './http.js';
 import { toast } from './c3-toast.js';
 import { onNotes, notesFor, refreshNotes } from './notes-links.js';
 import { agendaHeard, peopleOf } from './notes-context.js';
-import { groupNotes, partsOf, conflictsOf, whenShort } from './dest-notes.js';
+import { partsOf, conflictsOf, whenShort } from './dest-notes.js';
 import * as dock from './note-dock.js';
 import * as V from './view-notes.js';
 import { makeTask } from './notes-task.js';
@@ -35,6 +39,10 @@ import { screenStrip } from './notes-screen-view.js';
 const PHASES = [['before', 'clip', 'Before'], ['during', 'mic', 'During'], ['after', 'notes', 'After']];
 const startOf = (n) => (n.meeting && n.meeting.start) || n.recorded_from || n.created_at || n.updated_at;
 const iniName = (i) => (i ? i.title || i.id : null);
+const boardName = (b) => (b ? b.title || b.id : null);
+/* what a note is about, as the head's path: "Portfolio", "IDPF", or "IDPF › Partner API rate limits" */
+const pathOf = (n) => (n.initiative ? [boardName(n.board), iniName(n.initiative)].filter(Boolean) : n.board ? [boardName(n.board)] : n.portfolio ? ['Portfolio'] : []);
+const boardKey = (b) => (b.ws || '') + '/' + b.id;
 const mins = (ms) => (ms >= 60000 ? Math.round(ms / 60000) + ' min' : '');
 const lenOf = (n) => n.meeting_ms || Math.max(0, ...(n.transcript || []).map((x) => x.t || 0));
 const dayOf = (iso) => { const t = new Date(iso); return Number.isFinite(t.getTime()) ? t.toLocaleDateString('en-GB', { weekday: 'short', day: 'numeric', month: 'short' }) : ''; };
@@ -81,6 +89,7 @@ export function notesView(ui) {
   const s = stateOf(ui.r);
   s.ui = ui;
   if (!s.unsub) s.unsub = onNotes(() => { if (s.box.isConnected) read(s); });
+  if (!s.boards) loadBoards(s);
   if (!s.rows || (s.open && (!s.note || s.note.id !== s.open))) read(s);
   draw(s);
   return s.box;
@@ -96,6 +105,13 @@ async function read(s) {
   draw(s);
 }
 
+/* the portfolio's boards, for the list's group order and the board names; a board the read misses keeps the note's own title */
+async function loadBoards(s) {
+  s.boards = [];
+  const r = await pmGet('/api/boards');
+  if (r && r.ok && Array.isArray(r.boards)) { s.boards = r.boards.filter((b) => b && b.id && !b.error); if (s.box.isConnected) draw(s); }
+}
+
 function choose(s, id) {
   if (s.open === id) return;
   s.open = id; s.note = null; s.phase = null; s.shots = []; s.rec = null;
@@ -118,7 +134,7 @@ function draw(s) {
 
 function listCard(s) {
   const qtext = s.q.trim().toLowerCase();
-  const shown = (s.rows || []).filter((r) => !qtext || String(r.title || '').toLowerCase().includes(qtext) || String(iniName(r.initiative) || '').toLowerCase().includes(qtext)
+  const shown = (s.rows || []).filter((r) => !qtext || String(r.title || '').toLowerCase().includes(qtext) || pathOf(r).some((x) => String(x).toLowerCase().includes(qtext))
     || (r.summary_lines || []).some((x) => String(x).toLowerCase().includes(qtext)));
   const search = el('input', { type: 'text', class: 'cal3-nsearch', placeholder: 'Search notes', 'aria-label': 'Search notes', value: s.q, 'data-cal3-notes': 'search' });
   search.addEventListener('input', () => { s.q = search.value; draw(s); });
@@ -126,13 +142,28 @@ function listCard(s) {
   if (!s.rows) body = fold('clock', 'Reading the notes', { role: 'status' });
   else if (!s.rows.length) body = fold('mic', s.err || 'No notes yet. Press Record at the top right to start one.', { 'data-cal3-notes': 'none' });
   else if (!shown.length) body = fold('search', 'No note matches “' + s.q.trim() + '”.', { 'data-cal3-notes': 'no-match' });
-  else body = groupNotes(shown).map((g) => el('div', { class: 'cal3-ctx', 'data-cal3-notes-group': g.label }, el('h4', null, g.label),
+  else body = scopeGroups(s, shown).map((g) => el('div', { class: 'cal3-ctx', 'data-cal3-notes-group': g.label }, el('h4', null, g.label),
     el('ul', { class: 'list', role: 'list' }, g.rows.map((r) => noteRow(s, r)))));
   return el('section', { class: 'card sect', 'data-cal3-notes': 'list', 'aria-label': 'Notes' },
-    el('div', { class: 'sh2' }, el('h2', null, c3ic('notes', 'sm'), 'By initiative ', el('span', { class: 'bdg g', 'data-cal3-notes': 'count' }, String(shown.length)))),
+    el('div', { class: 'sh2' }, el('h2', null, c3ic('notes', 'sm'), 'Notes ', el('span', { class: 'bdg g', 'data-cal3-notes': 'count' }, String(shown.length)))),
     el('div', { class: 'cal3-nsearchw' }, search), body);
 }
 
+/* the list's groups: Portfolio, each board in the portfolio's order (a board it does not list goes after them by name), an
+ * initiative linked before boards were (no board on the note) under "Initiatives", then "Not linked" */
+function scopeGroups(s, rows) {
+  const order = new Map((s.boards || []).map((b, i) => [boardKey(b), i]));
+  const known = new Map((s.boards || []).map((b) => [boardKey(b), b.name || b.id]));
+  const g = new Map();
+  for (const r of rows) {
+    const k = r.portfolio ? '@portfolio' : r.board ? boardKey(r.board) : r.initiative ? '@initiative' : '';
+    if (!g.has(k)) g.set(k, { key: k, label: k === '@portfolio' ? 'Portfolio' : k === '@initiative' ? 'Initiatives' : !k ? 'Not linked' : known.get(k) || boardName(r.board), rows: [] });
+    g.get(k).rows.push(r);
+  }
+  const rank = (x) => (x.key === '@portfolio' ? [0, 0] : x.key === '@initiative' ? [3, 0] : !x.key ? [4, 0] : order.has(x.key) ? [1, order.get(x.key)] : [2, 0]);
+  return [...g.values()].sort((a, b) => { const p = rank(a); const q = rank(b); return p[0] - q[0] || p[1] - q[1] || a.label.localeCompare(b.label); });
+}
+
 function noteRow(s, r) {
   const mode = held(r.id) || (r.state === 'recording' || r.state === 'paused' ? r.state : null);
   const on = s.open === r.id;
@@ -142,7 +173,9 @@ function noteRow(s, r) {
     btn('cal3-nopen', { title: 'Open ' + (r.title || 'Untitled note'), 'aria-current': on ? 'true' : 'false' }, [
       el('span', { class: 'tt' }, r.title || 'Untitled note'),
       el('span', { class: 'chips' }, el('span', { class: 'dim mono cal3-xs' }, [mode ? 'now' : whenShort(startOf(r)), len].filter(Boolean).join(' · ')),
-        mode ? el('span', { class: 'tag', 'data-cal3-notes': 'live' }, mode === 'paused' ? 'paused' : 'recording') : null,
+        mode ? el('span', { class: 'tag', 'data-cal3-notes': 'live' }, mode === 'paused' ? 'paused' : 'recording')
+          : r.initiative ? el('span', { class: 'chip2', title: 'Initiative', 'data-cal3-notes': 'row-initiative' }, c3ic('init', 'sm'), iniName(r.initiative))
+            : r.board ? el('span', { class: 'tag', title: 'Linked to the board, not to one initiative', 'data-cal3-notes': 'row-board' }, 'board') : null,
         !linked(r) && !mode ? el('span', { class: 'tag', title: 'Not linked to a meeting', 'data-cal3-notes': 'no-meeting' }, 'no meeting') : null,
         r.conflicts ? el('span', { class: 'st warn', title: r.conflicts + (r.conflicts === 1 ? ' statement differs' : ' statements differ') + ' from a file' }, c3ic('alert', 'sm'), String(r.conflicts)) : null)],
     () => choose(s, r.id)),
@@ -172,7 +205,7 @@ function noteCol(s) {
   return el('div', { class: 'cal3-ncol', 'data-cal3-notes': 'note', 'data-cal3-note': n.id, 'data-cal3-stage': ph }, head, ...[].concat(body));
 }
 
-/* the note's meeting and initiative, each with its link: what it is linked to, then Link or Change (view-notes.js pickers) */
+/* the note's meeting (view-notes.js picker) and what it is about (aboutMenu), each with what it is linked to, then Link or Change */
 function links(s, n, ev) {
   const adhoc = n.meeting && n.meeting.kind === 'adhoc';
   const when = ev ? [dayOf(ev.start), hm(ev.start) + (ev.end ? ' to ' + hm(ev.end) : '')].filter(Boolean).join(' ') : '';
@@ -183,9 +216,60 @@ function links(s, n, ev) {
       !ev && !adhoc ? el('span', { class: 'tag' }, 'no meeting') : null,
       btn('chip2 lk', { 'data-cal3-notes': 'meeting-link', title: ev || adhoc ? 'Link the note to another meeting' : 'Link the note to a meeting on the calendar' }, ev || adhoc ? 'Change' : 'Link to a meeting', () => V.linkMeeting(vctx(s), n.id)),
       ev ? btn('chip2 lk', { 'data-cal3-notes': 'show-meeting', title: 'Show the meeting in the calendar' }, [c3ic('next', 'sm'), 'Show in the calendar'], () => showMeeting(s, ev)) : null),
-    el('span', { class: 'chips2' }, c3ic('init', 'sm'),
-      n.initiative ? el('span', { 'data-cal3-notes': 'initiative' }, el('b', null, iniName(n.initiative))) : el('span', { class: 'dim', 'data-cal3-notes': 'initiative' }, 'No initiative'),
-      btn('chip2 lk', { 'data-cal3-notes': 'initiative-link', title: n.initiative ? 'Link the note to another initiative' : 'Link the note to an initiative' }, n.initiative ? 'Change' : 'Link to an initiative', () => V.linkInitiative(vctx(s), n.id))));
+    aboutLine(s, n));
+}
+function aboutLine(s, n) {
+  const path = pathOf(n);
+  const b = btn('chip2 lk', { 'data-cal3-notes': 'about-link', title: 'Choose what the note is about: the Portfolio, a board or an initiative' }, path.length ? 'Change' : 'Choose what it is about', () => aboutMenu(s, n, b));
+  return el('span', { class: 'chips2' }, c3ic('init', 'sm'),
+    path.length ? el('span', { 'data-cal3-notes': 'about' }, el('b', null, path.join(' › '))) : el('span', { class: 'dim', 'data-cal3-notes': 'about' }, 'Not linked to the Portfolio, a board or an initiative'),
+    b);
+}
+
+/* each board with its Now and next initiatives (GET /api/boards/backlog), kept for a minute once the repository is read */
+async function boardsWithInitiatives(s) {
+  if (s.about && Date.now() - s.about.at < 60000) return s.about.boards;
+  const r = await pmGet('/api/boards');
+  if (!r || !r.ok || !Array.isArray(r.boards)) throw new Error((r && r.error) || 'the boards could not be read');
+  const boards = r.boards.filter((b) => b && b.id && !b.error);
+  let pending = !!r.pending;
+  await Promise.all(boards.map(async (b) => {
+    const x = await pmGet('/api/boards/backlog?ws=' + encodeURIComponent(b.ws || '') + '&board=' + encodeURIComponent(b.id) + '&limit=100');
+    if (!x || !x.ok || x.pending || b.pending) pending = true;
+    b.inis = x && x.ok && Array.isArray(x.rows) ? x.rows : [];
+  }));
+  // while the repository is still being read, the initiatives are not all known: the next open reads them again
+  s.about = pending ? null : { at: Date.now(), boards };
+  return boards;
+}
+
+/* What is this note about? One menu: Portfolio (every board), each board (the whole board) with its initiatives under it, and
+ * Not linked when the note has a link. Choosing one saves it (POST /api/notes/link) and the note moves into its group. */
+async function aboutMenu(s, n, anchor) {
+  let boards;
+  try { boards = await boardsWithInitiatives(s); } catch (e) { toast('The boards could not be read: ' + e.message); return; }
+  if (!anchor.isConnected) return;
+  const cur = n.initiative ? 'i:' + (n.initiative.ws || '') + '/' + n.initiative.id : n.board ? 'b:' + boardKey(n.board) : n.portfolio ? 'p' : '';
+  const save = async (body, said) => {
+    const r = await pmPost('/api/notes/link', { id: n.id, ...body });
+    if (!r || !r.ok) { toast('Not saved' + ((r && r.error) ? ': ' + r.error : '')); return; }
+    toast(said);
+    refreshNotes();
+    read(s);
+  };
+  const item = (k, label, detail, ic, on, sub) => ({ label, detail, role: 'menuitemradio', iconNode: sub ? el('span', { class: 'cal3-mind' }, icon(ic)) : icon(ic),
+    attrs: { 'data-cal3-about': k, 'aria-checked': String(cur === k) }, onSelect: on });
+  const items = [item('p', 'Portfolio', 'every board', 'chart-column', () => save({ portfolio: true }, 'About the Portfolio. The note moved into its group.'))];
+  for (const b of boards) {
+    const board = { id: b.id, ws: b.ws || null, title: b.name || b.id };
+    items.push(item('b:' + boardKey(b), board.title, 'the whole board', 'square-kanban', () => save({ board, initiative: null }, 'About ' + board.title + '. The note moved into its group.')));
+    for (const i of b.inis || []) {
+      items.push(item('i:' + (b.ws || '') + '/' + i.id, i.title || i.id, null, 'target',
+        () => save({ board, initiative: { id: i.id, ws: b.ws || null, title: i.title || i.id } }, 'About ' + (i.title || i.id) + ' on ' + board.title + '. The note moved into its group.'), true));
+    }
+  }
+  if (cur) items.push({ sep: true }, item('none', 'Not linked', 'remove the link', 'x', () => save({ portfolio: false, board: null, initiative: null }, 'Not linked to the Portfolio, a board or an initiative.')));
+  menu({ anchor, items, ariaLabel: 'What is this note about?' });
 }
 
 /* the replay of the note's kept audio: one <audio> per note, kept across redraws so playback goes on (as dest-notes.js does) */
@@ -207,7 +291,7 @@ function seek(s, ms) {
 const vctx = (s) => ({ state: {}, setState: () => { if (s.box.isConnected) { read(s); } } });
 const linkButtons = (s, n) => el('div', { class: 'chips2' },
   btn('chip2 lk', { 'data-cal3-notes': 'link-meeting' }, [c3ic('cal', 'sm'), 'Link to a meeting'], () => V.linkMeeting(vctx(s), n.id)),
-  btn('chip2 lk', { 'data-cal3-notes': 'link-initiative' }, [c3ic('init', 'sm'), 'Link to an initiative'], () => V.linkInitiative(vctx(s), n.id)));
+  btn('chip2 lk', { 'data-cal3-notes': 'link-about' }, [c3ic('init', 'sm'), 'Choose what it is about'], (e) => aboutMenu(s, n, e.currentTarget)));
 
 /* a row of the stage's prepared list: the icon, the label, what it holds */
 const prepRow = (icon, label, detail, done) => el('div', { class: 'chips2 cal3-prep', 'data-cal3-prep': label },

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

@@ -102,8 +102,8 @@ function header() {
   S.ttl = el('h1', { 'data-c3pg': 'title' });
   S.sub = el('div', { class: 'sub', 'data-c3pg': 'date' }, dateLine());
   S.termBdg = el('span', { class: 'bdg', hidden: true, 'data-c3pg': 'term-count' }, '0');
-  /* the AGENT button (the bolt glyph, as the mockup's Sessions pill): the Terminal page, the full agent surfaces, with the needs-you badge. The dock's own button is the TERMINAL glyph (c3-terminal-icons.js); Ctrl J and the More menu fold the dock. */
-  S.termBtn = button({ variant: 'ghost', label: [ic('bolt', 'sm'), 'Sessions', S.termBdg], onClick: () => { import('./c3-terminal.js').then((m) => m.openTerminalPage()); },
+  /* the AGENT button (the bolt glyph, as the mockup's Sessions pill): the Terminal page, the full agent surfaces, with the needs-you badge. It is an icon only (PM, 2026-10-12: no "Sessions" label); its tooltip and aria-label name it. Ctrl J and the More menu fold and open the dock. */
+  S.termBtn = button({ variant: 'ghost', label: [ic('bolt', 'sm'), S.termBdg], onClick: () => { import('./c3-terminal.js').then((m) => m.openTerminalPage()); },
     attrs: { class: 'psess', title: 'Agent surfaces: sessions, results to accept, questions for you', 'aria-label': 'Agent surfaces: sessions, results to accept, questions for you', 'aria-haspopup': 'dialog', 'data-c3pg': 'agent-button' } });   // the mockup's header button (agent-surfaces.html #act)
   S.tools = el('div', { class: 'tools', 'data-c3pg': 'tools' });
   if (S.demoMod) S.tools.append(S.demoMod.demoPill());
@@ -423,15 +423,14 @@ function dock() {
     /* the needs-you badge on the agent button: runs that ask, hold a permission or need the terminal (not the running ones) */
     onCount: (live, need) => { S.termBdg.textContent = String(need); S.termBdg.hidden = need === 0; import('./c3-terminal-icons.js').then((m) => { const t = m.TIPS.agentHeader(need); S.termBtn.title = t; S.termBtn.setAttribute('aria-label', t); }); },   // the badge counts runs that need you, never running ones
   });
-  S.dockEl = S.dock.side; S.rail = S.dock.rail;
+  S.dockEl = S.dock.side;
   // a session opens in its own terminal sheet on this page (c3-session-term.js), not in the main app
   window.addEventListener('pmos:open-session', (e) => { const id = e.detail && e.detail.id; if (!id) { location.assign('/'); return; } import('./c3-session-term.js').then((m) => m.openSessionTerm({ id, name: e.detail.name })); });
-  return [S.dock.side, S.dock.rail];
+  return [S.dock.side];
 }
-/* The mockup opens the dock on the Briefing and folds it to a rail on the other tabs (console3.html line 2017). */
+/* The dock is open on the Briefing and folded away on the other tabs. A folded dock leaves no rail (PM, 2026-10-12): the header's Sessions button, Ctrl J and the More menu reach it. */
 function syncDock() {
   S.dockEl.hidden = !S.dockOpen;
-  S.rail.hidden = S.dockOpen || !S.wide;
 }
 
 /* ── the other tabs ── */