create-pmos 0.179.0 → 0.180.0

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

@@ -2,7 +2,7 @@
  * Flow reference: the restructure mockup's 33-reports.js (dashboards with scope buttons, edit mode, library, share sheet). Not a pixel spec.
  *
  *   mountReports(host, ctx) -> { dispose() }
- *     ctx = { ws, pmGet?, deck?(hostEl), more?(hostEl), drafts?(hostEl), goInit?(id, title) }
+ *     ctx = { ws, pmGet?, deck?(hostEl), goInit?(id, title) }
  *       ws       the workspace id; every read names it
  *       pmGet    the shell's GET helper (default: http.js pmGet)
  *       deck     mounts the page's headline deck into hostEl, above the tab bar (the shell mounts its Plan deck for the Reports scope).
@@ -11,21 +11,12 @@
  *                first time the Drafts tab opens. Without it the Drafts tab says the drafts are not available on this page.
  *       goInit   opens an initiative from a row inside a report (a bet, a commitment). Default: the Initiative dashboard of it.
  *
- * Three tabs: Dashboards | Library | Drafts.
- *   Dashboards  scope buttons Portfolio | Board | Initiative, a chooser for the board or the initiative, then one widget per report of the
- *               layout (or the scope's default). A widget is the Calendar's own builder (c3-cal-strategy.js PANEL_BUILDERS), drawn from
- *               GET /api/report-dashboards/data?scope=&id=&ws= (kept a minute per scope). A widget is a reference (data-ref-row); its
- *               "About this report" line opens the report's case in place and links to its home in the library.
- *               Edit: up and down arrows, Remove (with Undo), Add from the report library, Reset to default. Every change POSTs
- *               /api/report-dashboards/layout { key, reports } (reports: null resets). A failed POST is toasted; the page keeps the change.
- *               Share: a sheet (c3-sheet.js) with the report frame (Headline, Sections, Needs your call, Sources) for Leadership or Team.
- *               "Make a draft now" queues ONE draft through POST /api/outbox/draft. Nothing is sent. Schedule: Not scheduled, weekly or monthly,
- *               for the sheet's audience, saved by POST /api/report-dashboards/schedule { key, plan, audience, ws }. A run makes a ready draft
- *               and a notice on the bell (lib/report-schedules.js); nothing is sent.
- *   Library     one row per report (data-home): the title, the question, the source and where it is used. The row opens the card in place.
- *   Drafts      the dashboard drafts the Share sheet made (GET /api/outbox, subject "<dashboard> for <audience>"; Preview, Discard with Undo through
- *               POST /api/outbox/discard; "Made by schedule" or "Made by you"), Scheduled (each schedule and its next draft), ctx.more(host), then "Reports to send": ctx.drafts(host), the old
- *               report families, their claims check and the outbox queue.
+ * Three tabs, one rule each: Dashboards (live) | Reports (sent) | Charts (building blocks). Old ?tab=lib and ?tab=drafts land on Charts and Reports.
+ *   Dashboards  scope buttons Portfolio | Board | Initiative, a chooser, then one widget per chart of the layout (or the scope's default). A widget is the
+ *               Calendar's own builder, drawn from GET /api/report-dashboards/data. Edit: arrows, Remove (with Undo), Add from Charts, Reset.
+ *               "Send this as a report..." opens the set-up sheet (c3-report-setup.js openSendSheet). Nothing is sent.
+ *   Reports     c3-report-setup.js: Ask PMOS, Found in your work, Set up, Documents.
+ *   Charts      one row per chart (data-home): title, question, source, and the dashboards that use it. The row opens the card in place.
  * DATA: GET /api/report-dashboards?ws= -> { library, layouts, defaults, boards, initiatives, schedules }. In demo mode c3-demo-rep3.js answers both reads
  * and the layout and schedule POSTs. Nothing here invents a number: a report with no rows in the scope draws its builder's own empty card. */
 import { el } from './dom.js';
@@ -36,10 +27,13 @@ import { PANEL_BUILDERS, todayStr } from './c3-cal-strategy.js';
 import { makeXp, attachExpand } from './c3-expand.js';
 import { openSheet } from './c3-sheet.js';
 import { toast } from './c3-toast.js';
+import { mountReportSetup, openSendSheet } from './c3-report-setup.js';
+import { RS, loadReports, onReports, draftsWaiting } from './c3-report-store.js';
 import '/lib/report-frame.js';   // sets self.ReportFrame (lib/report-frame.js, shared with the scheduled run)
 
 const SCOPES = [['portfolio', 'Portfolio'], ['board', 'Board'], ['initiative', 'Initiative']];
-const TABS = [['dash', 'Dashboards', 'report'], ['lib', 'Library', 'doc'], ['drafts', 'Drafts', 'mail']];
+const TABS = [['dash', 'Dashboards', 'report'], ['reports', 'Reports', 'doc'], ['charts', 'Charts', 'cols']];
+const TAB_OF = { lib: 'charts', library: 'charts', drafts: 'reports', rs: 'reports' };   // the old tab names keep working
 const ICON = { north: 'target', outcomes: 'target', signals: 'alert', delivery: 'clock', maturity: 'flag', bets: 'flag', synergy: 'init' };
 const TTL = 60000;
 
@@ -115,39 +109,24 @@ function trimHead(card) {
   if (line) h.replaceChildren(line); else h.remove();
   return card;
 }
-const DAY = ['Sun', 'Mon', 'Tue', 'Wed', 'Thu', 'Fri', 'Sat']; const MON = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'];
-const dateOf = (iso) => { const d = new Date(iso); return isNaN(d) ? '' : DAY[d.getUTCDay()] + ' ' + d.getUTCDate() + ' ' + MON[d.getUTCMonth()]; };
-/* A dashboard draft is an outbox entry the Share sheet made: its subject is "<dashboard> for <audience>". */
-const DRAFT_RE = /^(.*) for (Leadership|Team)$/;
-/* A schedule per dashboard (lib/report-schedules.js PLANS): it makes a ready draft and a notice on the bell. Nothing is sent. */
-const SCHEDULES = [['none', 'Not scheduled'], ['weekly', 'Weekly, Mondays 08:00'], ['monthly', 'Monthly, 1st at 08:00']];
-const SCHED_TXT = Object.fromEntries(SCHEDULES);
-/* The next slot, host-local, as lib/schedule-logic.js nextSlot reads PLANS: Mondays 08:00, or the 1st at 08:00. */
-export function nextDraftOf(plan, now = new Date()) {
-  const d = new Date(now); d.setHours(8, 0, 0, 0);
-  if (plan === 'weekly') { for (let i = 0; i < 8; i++) { if (d.getDay() === 1 && d > now) return d; d.setDate(d.getDate() + 1); } return null; }
-  if (plan === 'monthly') { d.setDate(1); if (d <= now) d.setMonth(d.getMonth() + 1); return d; }
-  return null;
-}
-const localDate = (d) => (d ? DAY[d.getDay()] + ' ' + d.getDate() + ' ' + MON[d.getMonth()] + ', 08:00' : '');
-
-/* The live page, so the shell can open one of its tabs (a bell notice opens Drafts). A request before the page mounts waits for it. */
+/* The live page, so the shell can open one of its tabs. A request before the page mounts waits for it. Old names (lib, drafts) map to the new tabs. */
 let livePage = null; let wantView = null;
-export function showReportsView(view) { if (livePage) livePage.showTab(view); else wantView = view; }
+export function showReportsView(view) { const v = TAB_OF[view] || view; if (livePage) livePage.showTab(v); else wantView = v; }
 
 export function mountReports(host, ctx) {
   ensureC3Css(); ensureComponentsCss(); ensureReportsCss();
   const C = ctx || {};
   const get = C.pmGet || httpGet;
-  const S = { schedules: {}, tab: 'dash', scope: 'portfolio', pick: { board: '', initiative: '' }, meta: null, metaErr: null, layouts: {}, edit: false, drafts: false, alive: true, libOpen: new Set(), outbox: null, outboxErr: null };
+  const S = { tab: 'dash', scope: 'portfolio', pick: { board: '', initiative: '' }, meta: null, metaErr: null, layouts: {}, edit: false, alive: true, libOpen: new Set(), setup: null };
   const root = el('div', { class: 'rp3 calwrap', 'data-rp3': '' });
   const stopPhone = host.closest && host.closest('.c3') ? () => {} : c3Phone(root);
   if (!(host.closest && host.closest('.c3'))) root.classList.add('c3');
   const tabBar = el('div', { class: 'seg rp3-tabs', role: 'tablist', 'aria-label': 'Reports' });
   const scopeHost = el('div', { class: 'chips2 rp3-scope', role: 'group', 'aria-label': 'Scope' });
-  const panes = { dash: el('div', { class: 'rp3-pane', role: 'tabpanel', 'data-rp3-pane': 'dash' }), lib: el('div', { class: 'rp3-pane', role: 'tabpanel', 'data-rp3-pane': 'lib', hidden: true }), drafts: el('div', { class: 'rp3-pane', role: 'tabpanel', 'data-rp3-pane': 'drafts', hidden: true }) };
+  const panes = { dash: el('div', { class: 'rp3-pane', role: 'tabpanel', 'data-rp3-pane': 'dash' }), reports: el('div', { class: 'rp3-pane', role: 'tabpanel', 'data-rp3-pane': 'reports', hidden: true }), charts: el('div', { class: 'rp3-pane', role: 'tabpanel', 'data-rp3-pane': 'charts', hidden: true }) };
+  const ruleHost = el('div', { class: 'chips2 rp3-rule', role: 'note', 'aria-label': 'How Reports is organised', 'data-rp3-rule': '' });
   const deckHost = el('div', { 'data-rp3-deck': '' });
-  root.append(deckHost, el('div', { class: 'calbar' }, tabBar, scopeHost), panes.dash, panes.lib, panes.drafts);
+  root.append(deckHost, el('div', { class: 'calbar' }, tabBar, scopeHost), ruleHost, panes.dash, panes.reports, panes.charts);
   host.replaceChildren(root);
   if (typeof C.deck === 'function') C.deck(deckHost); else deckHost.hidden = true;
 
@@ -163,8 +142,8 @@ export function mountReports(host, ctx) {
   const defaultOf = (scope) => known(S.meta && S.meta.defaults && S.meta.defaults[scope]);
   const hasOwn = (scope, id) => Object.prototype.hasOwnProperty.call(S.layouts, keyOf(scope, id));
   const layoutOf = (scope, id) => (hasOwn(scope, id) ? known(S.layouts[keyOf(scope, id)]) : defaultOf(scope));
-  const schedOf = (scope, id) => S.schedules[keyOf(scope, id)] || null;
-  const titleOfKey = (key) => { if (key.indexOf(':') < 0) return 'Portfolio'; const i = key.indexOf(':'); const sc = key.slice(0, i); return (sc === 'board' ? 'Board: ' : 'Initiative: ') + nameOf(sc, key.slice(i + 1)); };
+  /* the set-ups name a dashboard by its key (portfolio, board:shop); the pages of Reports say its title */
+  RS.names = (k) => (({ portfolio: 'Portfolio' })[k] || nameOf(k.split(':')[0], k.split(':').slice(1).join(':')));
   const goInit = (id, title) => {
     if (C.goInit) { C.goInit(id, title); return; }
     if (!listOf('initiative').some((x) => x.id === id)) { toast('No dashboard is kept for ' + (title || id) + '.'); return; }
@@ -172,17 +151,23 @@ export function mountReports(host, ctx) {
   };
 
   /* tabs */
+  const badgeOf = (id) => (id === 'dash' ? SCOPES.length : id === 'charts' ? (S.meta ? lib().length : null) : (RS.loaded ? draftsWaiting(RS.docs) : null));
   function drawTabs() {
-    tabBar.replaceChildren(...TABS.map(([id, label, icon]) => pill({ type: 'button', role: 'tab', 'aria-selected': String(S.tab === id), 'aria-pressed': String(S.tab === id), tabindex: S.tab === id ? '0' : '-1', 'data-rp3-tab': id, onclick: () => showTab(id) }, c3ic(icon, 'sm'), label,
-      id === 'lib' && S.meta ? el('span', { class: 'bdg g' }, String(lib().length)) : id === 'drafts' && S.outbox && dashDrafts().length ? el('span', { class: 'bdg g', 'data-rp3-draftcount': '' }, String(dashDrafts().length)) : null)));
+    tabBar.replaceChildren(...TABS.map(([id, label, icon]) => { const n = badgeOf(id); return pill({ type: 'button', role: 'tab', 'aria-selected': String(S.tab === id), 'aria-pressed': String(S.tab === id), tabindex: S.tab === id ? '0' : '-1', 'data-rp3-tab': id, onclick: () => showTab(id) }, c3ic(icon, 'sm'), label,
+      n ? el('span', { class: 'bdg g', 'data-rp3-badge': id, title: id === 'reports' ? 'Drafts waiting for you' : '' }, String(n)) : null); }));
     scopeHost.hidden = S.tab !== 'dash';
+    ruleHost.replaceChildren(el('span', { class: 'dim mono rp3-rulelbl' }, 'HOW REPORTS IS ORGANISED'),
+      ...[['dash', 'report', 'Live \u2192 Dashboards'], ['reports', 'doc', 'Sent \u2192 Reports'], ['charts', 'cols', 'Building blocks \u2192 Charts']].map(([id, ic, t]) => pill({ type: 'button', class: 'chip2 lk', 'data-rp3-rulego': id, onclick: () => showTab(id) }, c3ic(ic, 'sm'), t)));
   }
   function showTab(id) {
-    S.tab = id; drawTabs();
+    id = TAB_OF[id] || id; S.tab = id; drawTabs();
     for (const k of Object.keys(panes)) panes[k].hidden = k !== id;
-    if (id === 'lib') drawLib();
-    if (id === 'drafts') { drawDrafts(); loadOutbox(); }
+    if (id === 'charts') drawLib();
+    if (id === 'reports') drawReportsTab();
   }
+  function drawReportsTab() { if (!S.setup) S.setup = mountReportSetup(panes.reports, { ws: C.ws }); }
+  const offReports = onReports(() => { if (S.alive) drawTabs(); });
+  loadReports(C.ws);
 
   /* ── Dashboards ── */
   /* The scope pills sit on the tab row (the mockup's calbar); the pill names the picked board or initiative. */
@@ -240,14 +225,14 @@ export function mountReports(host, ctx) {
     const own = !noScope && hasOwn(S.scope, id);
     root.classList.toggle('editing', S.edit);
     drawScope();   // again: the pick above may have changed the pill's name
-    /* the mockup's .lh: report icon, bold title, one dim line (scope, count, schedule), then Share and Edit dashboard */
+    /* the mockup's .lh: report icon, bold title, one dim line (scope, count), then Send this as a report and Edit dashboard */
     const head = el('div', { class: 'lh rp3-head' }, el('span', { class: 'ki' }, c3ic('report')),
       el('div', { class: 'rp3-min0' }, el('b', { 'data-rp3-title': '' }, noScope ? (S.scope === 'board' ? 'Board' : 'Initiative') : dashTitle()),
         el('div', { class: 'dim' }, noScope ? '' : [el('span', { 'data-rp3-count': String(ids.length) }, plural(ids.length, 'report', 'reports') + (own ? ', your layout' : ', the default layout')),
-          el('span', { 'data-rp3-schedline': '' }, ' · ' + (schedOf(S.scope, id) ? 'Scheduled: ' + SCHED_TXT[schedOf(S.scope, id).plan] + ', draft only' : 'Not scheduled'))]),
+          el('span', null, ' · Live. Changes as your work changes.')]),
         S.scope !== 'portfolio' ? chooser() : null),
       noScope ? null : el('span', { class: 'chips2' },
-        btnV('outline', { 'data-rp3-share': '', onclick: () => share(ids) }, c3ic('out', 'sm'), 'Share'),
+        btnV('outline', { 'data-rp3-send': '', onclick: () => openSendSheet({ ws: C.ws, key: keyOf(S.scope, id), title: dashTitle(), charts: ids.length, onDone: () => { loadReports(C.ws, true); showTab('reports'); } }) }, c3ic('mail', 'sm'), 'Send this as a report\u2026'),
         S.edit ? btnV('ghost', { 'data-rp3-reset': '', disabled: !own, title: own ? 'Return this scope to its default layout' : 'This scope shows its default layout', onclick: () => resetLayout() }, c3ic('undo', 'sm'), 'Reset to default') : null,
         btnV(S.edit ? 'primary' : 'outline', { 'data-rp3-edit': '', 'aria-pressed': String(S.edit), onclick: () => { S.edit = !S.edit; drawDash(); } }, c3ic(S.edit ? 'check' : 'edit', 'sm'), S.edit ? 'Done editing' : 'Edit dashboard')));
     const kids = [head];
@@ -286,7 +271,7 @@ export function mountReports(host, ctx) {
   async function save(scope, id, reports) {
     const key = keyOf(scope, id);
     if (reports === null) delete S.layouts[key]; else S.layouts[key] = reports.slice();
-    drawDash(); if (S.tab === 'lib') drawLib();
+    drawDash(); if (S.tab === 'charts') drawLib();
     const r = await pmPost('/api/report-dashboards/layout', { key, reports });
     if (!r || !r.ok) toast({ text: 'The layout was not saved: ' + ((r && (r.error || r.reason)) || 'no answer') + '. This page keeps it until you reload.', tone: 'error', timeout: 6000 });
     return r;
@@ -311,70 +296,7 @@ export function mountReports(host, ctx) {
   }
   function resetLayout() { save(S.scope, curId(), null); toast('This dashboard is back to its default layout.'); }
 
-  /* ── Share: the report frame for an audience, one draft in the outbox, a schedule that is not available ── */
-  function share(ids) {
-    const scope = S.scope; const id = curId(); const title = dashTitle(); const reps = ids.map(repOf).filter(Boolean);
-    const cur = schedOf(scope, id);
-    const st = { aud: cur ? cur.audience : 'Leadership', saved: {}, busy: false, msg: '', sched: cur ? cur.plan : 'none', saving: false };
-    const body = el('div', { class: 'rp3-share', 'data-rp3-sheet': '' });
-    const paint = (raw) => {
-      const today = (raw && raw.today) || todayStr(Date.now());
-      const F = frameOf({ title, reports: reps, raw: raw && raw.ok ? raw : {}, audience: st.aud, today });
-      /* the frame in the mockup's cards: a .lh head, then Headline, Sections, Needs your call and Sources as section cards */
-      const sec = (name, icon, count, ...kids) => sect(name, icon, count, kids, null, { 'data-rp3-frame': name });
-      const frame = el('div', { class: 'rp3-frame', 'data-rp3-aud': st.aud },
-        el('div', { class: 'lh' }, el('span', { class: 'ki' }, c3ic('mail')), el('div', { class: 'rp3-min0' }, el('b', null, title), el('div', { class: 'dim' }, 'For ' + st.aud + ' · ' + today)), el('span', { class: 'chip2' }, 'Draft')),
-        sec('Headline', null, null, el('div', { class: 'hero' }, el('b', { class: 'rp3-hl' }, F.headline))),
-        sec('Sections', null, F.sections.length, ...(F.sections.length ? [el('ul', { class: 'chgl' }, F.sections.map((s) => el('li', null, c3ic('report', 'sm'),
-          el('span', null, el('b', null, s.title), el('br'), s.line, s.nums.length ? el('ul', { class: 'rp3-nums', 'data-rp3-nums': s.id }, s.nums.map((t) => el('li', null, t))) : null), el('span', null))))] : [el('div', { class: 'fold' }, 'Nothing to show.')])),
-        sec('Needs your call', null, F.needs.length, ...(F.needs.length ? [el('ul', { class: 'chgl' }, F.needs.map((t) => el('li', { class: 'warn' }, c3ic('flag', 'sm'), el('span', null, t), el('span', null))))] : [el('div', { class: 'fold' }, 'Nothing needs your call in this scope.')])),
-        sec('Sources', null, null, el('div', { class: 'chips' }, F.sources.map((x) => el('span', { class: 'chip2' }, x))), el('div', { class: 'dim rp3-sub' }, 'Read from the repository on ' + today + '.')));
-      const saved = st.saved[st.aud];
-      const saveBtn = btnV('outline', { 'data-rp3-draft': '', disabled: st.busy || !!saved || !raw || !raw.ok,
-        onclick: async () => {
-          st.busy = true; paint(raw);
-          const r = await pmPost('/api/outbox/draft', { channel: 'customer-note', recipient: st.aud, subject: title + ' for ' + st.aud, body: draftBody(F) });
-          st.busy = false;
-          if (r && r.ok) {
-            st.saved[st.aud] = true;
-            st.msg = r.entry && r.entry.state === 'blocked' ? 'Saved in the outbox, but the claims check blocks it: ' + ((r.entry.claims && r.entry.claims.refused || []).join(' ') || 'a claim has no label') + '. Nothing was sent.'
-              : 'Saved as one draft in the outbox. Nothing was sent: no channel is connected.';
-          } else st.msg = 'The draft was not saved: ' + ((r && (r.error || r.reason)) || 'no answer') + '. Nothing was sent.';
-          toast(st.msg); paint(raw); loadOutbox();
-        } }, c3ic('mail', 'sm'), saved ? 'Saved as draft' : st.busy ? 'Saving' : 'Make a draft now');
-      /* Schedule: one per dashboard. A run makes a ready draft in the outbox and a notice on the bell; nothing is sent (lib/report-schedules.js). */
-      const next = nextDraftOf(st.sched);
-      const saveSched = async () => {
-        st.saving = true; paint(raw);
-        const r = await pmPost('/api/report-dashboards/schedule', { key: keyOf(scope, id), plan: st.sched, audience: st.aud, ws: C.ws || null });
-        st.saving = false;
-        if (r && r.ok) {
-          S.schedules = r.schedules || {};
-          st.msg = st.sched === 'none' ? 'Schedule removed' : 'Scheduled: ' + SCHED_TXT[st.sched] + '. You get a draft and a notification.';
-          toast(st.msg); drawDash(); if (S.tab === 'drafts') drawDrafts();
-        } else { st.msg = 'The schedule was not saved: ' + ((r && (r.error || r.reason)) || 'no answer') + '.'; toast({ text: st.msg, tone: 'error', timeout: 6000 }); }
-        paint(raw);
-      };
-      const schedule = sect('Schedule', 'cal', null, [
-        el('div', { class: 'seg', role: 'group', 'aria-label': 'Send', 'data-rp3-sched': '' }, SCHEDULES.map(([k, label]) => pill({ type: 'button', 'aria-pressed': String(k === st.sched), 'data-sched': k, onclick: () => { st.sched = k; st.msg = ''; paint(raw); } }, label))),
-        next ? el('div', { class: 'dim rp3-sub', 'data-rp3-next': '' }, 'Next draft: ' + localDate(next)) : null,
-        el('div', { class: 'fold w rp3-why', id: 'rp3-sched-why' }, c3ic('alert', 'sm'), 'No sender channel is connected yet. A scheduled send makes a ready draft and notifies you. Nothing is sent to ' + (st.aud === 'Leadership' ? 'leadership' : 'the team') + ' until you connect a channel.'),
-        el('div', { class: 'chips2' }, btnV('primary', { 'data-rp3-sched-save': '', disabled: st.saving, onclick: saveSched }, st.saving ? 'Saving' : 'Save schedule'), saveBtn),
-        el('p', { class: 'dim rp3-sub rp3-flat', role: 'status', 'data-rp3-share-msg': '' }, st.msg || 'Make a draft now puts one draft in the outbox. Nothing is sent from this page.')],
-      null, { 'data-rp3-schedule': '', class: 'rp3-stack' });
-      body.replaceChildren(el('div', { class: 'calbody brief' },
-        el('div', { class: 'calbar' }, el('div', { class: 'seg', role: 'group', 'aria-label': 'Audience' }, ['Leadership', 'Team'].map((a) => pill({ type: 'button', 'aria-pressed': String(st.aud === a), 'data-rp3-audbtn': a, onclick: () => { st.aud = a; st.msg = ''; paint(raw); } }, a))),
-          el('span', { class: 'dim rp3-sub' }, st.aud === 'Leadership' ? 'Short: one sentence per report, and what needs your call.' : 'Fuller: adds the numbers behind each sentence.')),
-        raw ? (raw.ok ? frame : el('div', { class: 'fold', role: 'status' }, c3ic('alert', 'sm'), 'The reports could not be read: ' + raw.error)) : el('p', { class: 'dim mono', role: 'status' }, 'Reading the repository'),
-        schedule));
-    };
-    const cached = cachedData(scope, id);
-    openSheet({ title: 'Share: ' + title, icon: 'out', wide: true, body });
-    paint(cached);
-    if (!cached) readData(get, C.ws, scope, id).then((m) => { if (body.isConnected) paint(m); });
-  }
-
-  /* ── Library: the home of every report ── */
+  /* ── Charts: the home of every chart ── */
   function usedOn(rid, short) {
     if (!S.meta) return 'nowhere yet';
     if (short) {   // the mockup's chip: the scopes it is on, by short name
@@ -389,8 +311,10 @@ export function mountReports(host, ctx) {
     }
     return on.length ? on.join(', ') : 'no dashboard';
   }
+  /* a set-up built from a dashboard uses the charts of that dashboard; the contract names the dashboard key, not its charts, so the match is by key */
+  const reportsUsing = (r) => { const names = RS.setups.filter((x) => String(x.source || '').startsWith('dashboard:') && layoutOf(String(x.source).slice(10).split(':')[0], String(x.source).slice(10).split(':').slice(1).join(':')).includes(r.id)).map((x) => x.name); return names.length ? names.join(', ') : 'none'; };
   function drawLib() {
-    const P = panes.lib;
+    const P = panes.charts;
     if (S.metaErr) { P.replaceChildren(el('div', { class: 'fold', role: 'status' }, c3ic('alert', 'sm'), 'The library could not be read: ' + S.metaErr)); return; }
     if (!S.meta) { P.replaceChildren(el('p', { class: 'dim mono rp3-status', role: 'status' }, 'Reading the repository')); return; }
     const rows = lib().map((r) => {
@@ -399,7 +323,7 @@ export function mountReports(host, ctx) {
       const row = el('li', { class: 'nrow rp3-librow', 'data-home': r.id },
         el('span', { class: 'ki hot' }, c3ic(ICON[builderOf(r)] || 'report')),
         el('div', { class: 'nb' }, el('span', { class: 'tt' }, r.title), el('div', { class: 'dim' }, r.question || ''),
-          el('div', { class: 'chips' }, el('span', { class: 'chip2' }, r.source || 'no source named'), el('span', { class: 'chip2', 'data-rp3-used': r.id }, 'On: ' + usedOn(r.id, true))), xp));
+          el('div', { class: 'chips' }, el('span', { class: 'chip2' }, r.source || 'no source named'), el('span', { class: 'chip2', 'data-rp3-used': r.id }, c3ic('report', 'sm'), 'Dashboards: ' + usedOn(r.id, true).replace('no dashboard', 'none')), el('span', { class: 'chip2', 'data-rp3-used-reports': r.id }, c3ic('doc', 'sm'), 'Reports: ' + reportsUsing(r))), xp));
       const fill = () => {
         const m = cachedData('portfolio', '');
         if (m) { card.replaceChildren(m.ok ? drawReport(r, m, { goInit }) : el('p', { class: 'dim mono' }, 'This report could not be read: ' + m.error)); return; }
@@ -410,82 +334,24 @@ export function mountReports(host, ctx) {
       if (S.libOpen.has(r.id)) api.open();
       return row;
     });
-    P.replaceChildren(el('div', { class: 'calbody brief' }, el('div', { class: 'fold rp3-note' }, c3ic('report', 'sm'), 'Every report PMOS can draw lives here. Dashboards point at these; changing a report changes it everywhere it is used. Open a row to see the report across the portfolio.'),
-      sect('Reports', 'report', rows.length, el('ul', { class: 'list', role: 'list', 'data-rp3-lib': '' }, rows))));
+    P.replaceChildren(el('div', { class: 'calbody brief' }, el('div', { class: 'fold rp3-note' }, c3ic('cols', 'sm'), 'Each chart lives here once. Dashboards and reports point at it.'),
+      sect('Charts', 'cols', rows.length, el('ul', { class: 'list', role: 'list', 'data-rp3-lib': '' }, rows))));
   }
   function openInLibrary(rid) {
-    S.libOpen.add(rid); showTab('lib');
-    const row = panes.lib.querySelector('[data-home="' + rid + '"]');
+    S.libOpen.add(rid); showTab('charts');
+    const row = panes.charts.querySelector('[data-home="' + rid + '"]');
     if (row) { try { row.focus({ preventScroll: true }); row.scrollIntoView({ block: 'nearest' }); } catch { /* not focusable */ } }
   }
 
-  /* ── Drafts: the dashboard drafts, what is scheduled (nothing), what the Briefing used to carry, and the old report families ── */
-  const dashDrafts = () => ((S.outbox || []).filter((e) => e.channel === 'customer-note' && DRAFT_RE.test(e.subject || '')));
-  function loadOutbox() {
-    return Promise.resolve(get('/api/outbox')).then((r) => {
-      if (!S.alive) return;
-      if (r && r.ok) { S.outbox = r.entries || []; S.outboxErr = null; } else S.outboxErr = (r && (r.error || r.reason)) || 'not available';
-      drawTabs(); if (S.tab === 'drafts') drawDrafts();
-    }, (e) => { S.outboxErr = String((e && e.message) || e); if (S.tab === 'drafts') drawDrafts(); });
-  }
-  const draftRows = () => dashDrafts().map((x) => {
-    const m = DRAFT_RE.exec(x.subject);
-    return el('li', { class: 'nrow', 'data-draft-row': x.id }, el('span', { class: 'ki' }, c3ic('mail')),
-      el('div', { class: 'nb' }, el('span', { class: 'tt' }, m[1]),
-        el('div', { class: 'chips' }, el('span', { class: 'chip2' }, 'Draft'), el('span', { class: 'chip2' }, c3ic('user', 'sm'), 'For ' + m[2]),
-          x.created_at ? el('span', { class: 'chip2' }, c3ic('cal', 'sm'), dateOf(x.created_at)) : null, el('span', { class: 'tag', 'data-rp3-madeby': x.made_by === 'schedule' ? 'schedule' : 'you' }, x.made_by === 'schedule' ? 'Made by schedule' : 'Made by you'), el('span', { class: 'tag' }, x.state === 'blocked' ? 'Blocked by the claims check' : 'Not sent'))),
-      el('div', { class: 'acts' }, btnV('outline', { 'data-draft': 'preview', 'data-id': x.id, onclick: () => previewDraft(x, m) }, c3ic('eye', 'sm'), 'Preview'),
-        btnV('ghost', { 'data-draft': 'discard', 'data-id': x.id, onclick: () => discardDraft(x) }, c3ic('x', 'sm'), 'Discard')));
-  });
-  function previewDraft(x, m) {
-    openSheet({ title: 'Draft: ' + m[1], icon: 'mail', wide: true, body: el('div', { class: 'calbody brief' },
-      el('div', { class: 'lh' }, el('span', { class: 'ki' }, c3ic('mail')), el('div', { class: 'rp3-min0' }, el('b', null, m[1]), el('div', { class: 'dim' }, 'For ' + m[2] + (x.created_at ? ' · ' + dateOf(x.created_at) : ''))), el('span', { class: 'chip2' }, 'Draft')),
-      sect('Text', 'doc', null, el('pre', { class: 'rp3-draft-text', 'data-rp3-draft-text': '' }, x.body || ''))) });
-  }
-  async function discardDraft(x) {
-    const r = await pmPost('/api/outbox/discard', { id: x.id });
-    if (!r || !r.ok) { toast({ text: 'The draft was not discarded: ' + ((r && (r.error || r.reason)) || 'no answer'), tone: 'error', timeout: 6000 }); return; }
-    S.outbox = (S.outbox || []).filter((e) => e.id !== x.id); drawTabs(); drawDrafts();
-    toast({ text: 'Draft discarded', actionLabel: 'Undo', timeout: 6000, onAction: async () => { await pmPost('/api/outbox/discard', { id: x.id, undo: true }); loadOutbox(); } });
-  }
-  function scheduledList() {
-    const L = Object.values(S.schedules || {});
-    if (!L.length) return el('div', { class: 'fold' }, c3ic('clock', 'sm'), 'No dashboard is scheduled. Share a dashboard to set one.');
-    return el('ul', { class: 'list', role: 'list' }, L.map((x) => el('li', { class: 'nrow', 'data-rp3-sched-row': x.key }, el('span', { class: 'ki' }, c3ic('cal')),
-      el('div', { class: 'nb' }, el('span', { class: 'tt' }, titleOfKey(x.key)),
-        el('div', { class: 'chips' }, el('span', { class: 'chip2' }, SCHED_TXT[x.plan] || x.plan), el('span', { class: 'chip2' }, c3ic('user', 'sm'), 'For ' + x.audience),
-          el('span', { class: 'chip2' }, 'Next draft ' + localDate(x.next_run ? new Date(x.next_run) : nextDraftOf(x.plan))),
-          x.last_status === 'failed' ? el('span', { class: 'tag', 'data-rp3-sched-failed': '' }, 'The last run made no draft: ' + (x.last_error || 'no reason recorded')) : null)),
-      el('span', null))));
-  }
-  function drawDrafts() {
-    const P = panes.drafts;
-    if (!S.draftsHost) {
-      S.draftsHost = { list: el('div', { 'data-rp3-draftlist': '', class: 'rp3-stack4' }), more: el('div', { 'data-rp3-more': '', class: 'rp3-stack4' }), send: el('div', { class: 'rp3-drafts', 'data-rp3-drafts': '' }) };
-      let sendBody;
-      if (typeof C.drafts === 'function') { sendBody = S.draftsHost.send; C.drafts(sendBody); } else sendBody = el('div', { class: 'fold' }, c3ic('info', 'sm'), 'The report drafts are not available on this page.');
-      if (typeof C.more === 'function') C.more(S.draftsHost.more); else S.draftsHost.more.hidden = true;
-      S.draftsHost.sendSect = sect('Reports to send', 'out', null, [el('div', { class: 'dim rp3-sub' }, 'The earlier report families, each with its claims check. Nothing is sent without your press.'), sendBody]);
-      P.replaceChildren(el('div', { class: 'calbody brief' }, S.draftsHost.list, S.draftsHost.more, S.draftsHost.sendSect));
-    }
-    const rows = draftRows();
-    S.draftsHost.list.replaceChildren(
-      el('div', { class: 'fold w' }, c3ic('alert', 'sm'), 'Nothing here is sent. No sender channel is connected yet, so a schedule only makes a ready draft and notifies you.'),
-      sect('Drafts', 'mail', S.outbox ? rows.length : null, S.outboxErr ? el('div', { class: 'fold', role: 'status' }, c3ic('alert', 'sm'), 'The drafts could not be read: ' + S.outboxErr)
-        : !S.outbox ? el('p', { class: 'dim mono rp3-status', role: 'status' }, 'Reading the repository')
-          : rows.length ? el('ul', { class: 'list', role: 'list', 'data-rp3-drafts-list': '' }, rows) : el('div', { class: 'fold' }, c3ic('check', 'sm'), 'No drafts. Share a dashboard to make one.')),
-      sect('Scheduled', 'cal', null, scheduledList(), null, { 'data-rp3-scheduled': '' }));
-  }
-
   /* boot */
-  drawTabs(); drawDash(); loadOutbox();
+  drawTabs(); drawDash();
   Promise.resolve(get('/api/report-dashboards' + (C.ws ? '?ws=' + encodeURIComponent(C.ws) : ''))).then((r) => {
     if (!S.alive) return;
-    if (r && r.ok) { S.meta = r; S.layouts = { ...(r.layouts || {}) }; S.schedules = { ...(r.schedules || {}) }; } else S.metaErr = (r && (r.error || r.reason)) || 'not available';
-    drawTabs(); drawDash(); if (S.tab === 'lib') drawLib(); if (S.tab === 'drafts') drawDrafts();
+    if (r && r.ok) { S.meta = r; S.layouts = { ...(r.layouts || {}) }; } else S.metaErr = (r && (r.error || r.reason)) || 'not available';
+    drawTabs(); drawDash(); if (S.tab === 'charts') drawLib();
   }, (e) => { S.metaErr = String((e && e.message) || e); drawDash(); });
 
-  const api = { dispose() { S.alive = false; if (livePage === api) livePage = null; stopPhone(); root.remove(); }, root, showTab: (v) => { if (panes[v]) showTab(v); } };
+  const api = { dispose() { S.alive = false; offReports(); if (livePage === api) livePage = null; stopPhone(); root.remove(); }, root, showTab: (v) => { v = TAB_OF[v] || v; if (panes[v]) showTab(v); } };
   livePage = api;
   if (wantView) { const v = wantView; wantView = null; api.showTab(v); }
   return api;

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

@@ -26,6 +26,7 @@ import { c3ic } from './pm-work-view.js';
 import { sessionDefaults, setSessionDefaults } from './dock.js';
 import { toast } from './c3-toast.js';
 import { dayPartOf } from './c3-daypart.js';
+import { finderBlock } from './c3-report-store.js';
 
 const cx = (...c) => c.filter(Boolean).join(' ');
 
@@ -36,7 +37,7 @@ export const SECTIONS = Object.freeze([
   ['connectors', 'Connectors', 'org', 'PMOS keeps no passwords or keys for these. Your Claude session reaches each tool through the connectors of its profile.'],
   ['recording', 'Recording', 'mic', 'How meetings are transcribed. This is the one place to check when a transcript looks wrong.'],
   ['time', 'Day and time', 'sun', 'The Briefing follows your clock. These settings say what your day looks like.'],
-  ['sharing', 'Sharing', 'mail', 'Who dashboards go to, and how. Each dashboard\'s schedule is set on the dashboard, in Reports.'],
+  ['sharing', 'Sharing', 'mail', 'Who reports go to, and how. Each report\'s schedule is set in Reports, under Set up.'],
   ['access', 'Access and devices', 'phone', 'Open PMOS from your phone or another computer.'],
   ['sessions', 'Claude sessions', 'term', 'The Claude Code sessions PMOS starts, and what they start with.'],
   ['privacy', 'Privacy and data', 'shield', 'Nothing leaves this computer unless a line below says so.'],
@@ -529,7 +530,7 @@ export function mountSettings(host, ctx = {}) {
     group('Sending', [storeRow('share.mode', { disabled: sender === 'none', lock: sender === 'none' ? 'Connect a sender in Connectors first. Until then every share is a draft.' : null })], 'mail'),
     group('Detail level', [notYet('share.detail', 'Detail for each audience', 'Short is one sentence per report and what needs a decision. Full adds the numbers behind each sentence.', 'The Share sheet sets the detail for each send. A default per audience comes later.', 'ws')], 'mail'),
     sect('Audiences', [list(rows), M.err['share.audiences'] ? fold('alert', M.err['share.audiences'], 'w') : null], { ic: 'user', count: rows.length }),
-    sect('Scheduled shares', [fold(null, 'Each schedule is set on its dashboard in Reports. When dashboards can be scheduled, they are listed here so you can see everything that goes out.', null, btn('Open Reports', { variant: 'ghost', ic: 'next', onclick: () => ctx.goTab && ctx.goTab('rep') }))], { ic: 'clock' })];
+    sect('Scheduled reports', [fold(null, 'Each report has its own schedule. See and change them in Reports, under Set up.', null, btn('Open Reports', { variant: 'ghost', ic: 'next', onclick: () => ctx.goTab && ctx.goTab('rep', 'reports') }))], { ic: 'clock', attrs: { 'data-c3set-sched-link': '' } })];
   }
 
   function accessSec() {
@@ -705,7 +706,7 @@ export function mountSettings(host, ctx = {}) {
     return [sect('PMOS app', [list([appRow])], { ic: 'cloud', attrs: { 'data-c3set-app': '' } }), sect('Kit in each workspace', [list(rows)], { ic: 'repo', count: rows.length }), groupOf('updates', 'When', 'cloud')];
   }
 
-  const BUILD = { about: aboutSec, workspaces: workspacesSec, boards: boardsSec, connectors: connectorsSec, recording: recordingSec, time: timeSec, sharing: sharingSec, access: accessSec, sessions: sessionsSec, privacy: privacySec, appearance: appearanceSec, updates: updatesSec };
+  const BUILD = { about: aboutSec, workspaces: workspacesSec, boards: boardsSec, connectors: () => [...connectorsSec(), finderBlock(M.ws)], recording: recordingSec, time: timeSec, sharing: sharingSec, access: accessSec, sessions: sessionsSec, privacy: privacySec, appearance: appearanceSec, updates: updatesSec };
 
   function searchView() {
     const hits = rowsMatching(M.q);

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

@@ -19,20 +19,18 @@ import { mountCalendarViews } from './calendar-views.js';
 import { todaySection } from './c3-brief-today.js';
 import { needsSection, needsCount } from './c3-brief-needs.js';
 import { scanSection } from './c3-scan.js';
+import { reportFoundSection } from './c3-report-store.js';
 import { pulse } from './c3-brief-pulse.js';
 import { loadBriefPage, onBriefPage } from './c3-brief-data.js';
 import { mountLifecycle } from './lifecycle-lens.js';
 import { mountForecast } from './timeline-forecast-view.js';
 import { mountReleases } from './releases-view.js';
-import { mountReportFamilies } from './report-families-view.js';
 import { mountReports, showReportsView } from './c3-reports.js';
-import { mountOutbox } from './outbox-panel.js';
 import { createDock } from './c3-dock.js';
-import { reviewSection, handledRow, trustCard, footLine, rowApi, BX, toast, setNeedsTitle, hooks as briefHooks } from './c3-brief.js';
-import { stopCard } from './c3-misc-panels.js';
+import { reviewSection, footLine, rowApi, BX, toast, setNeedsTitle, hooks as briefHooks } from './c3-brief.js';
 import { openSheet } from './c3-sheet.js';
 import { mountCalPopupTrigger } from './c3-calpop.js';
-import { planNode, dueCard, crossLinks, newInitLine, portfolioCard } from './c3-plan.js';
+import { planNode, dueCard, crossLinks, newInitLine } from './c3-plan.js';
 import { initiativesViewCtx } from './registry.js';
 import { mount as mountRoadmap } from './c3-roadmap.js';
 import { mount as mountBreakdown } from './c3-breakdown.js';
@@ -303,7 +301,7 @@ function briefTab(pane) {
     if (S.why) whyMark();
   });
   S.needsBox = needsSection(S);
-  left.append(deckHost, scanSection(S), S.needsBox);   // the Horizon scan card sits above Needs you, and shows only on a day a scan ran
+  left.append(deckHost, scanSection(S), reportFoundSection(S), S.needsBox);   // the Horizon scan card sits above Needs you, and shows only on a day a scan ran
   right.append(todaySection(), pulse(S));
   pane.append(el('div', { class: 'brief' }, el('div', { class: 'bcols' }, left, right), ftHost));
   mountBriefing(deckHost, { noTicker: true, onLens: lensChanged });
@@ -317,6 +315,13 @@ function lensChanged(l) {
 
 /* ── global: where a notification goes, the person sheet, the palette and the keys ── */
 /* A bell entry or the banner goes to its target (console3.html nopen, line 2530): the card to turn over, the row to open, or the sheet to show. */
+/* The report pages ask the shell to go somewhere (c3-report-store.js goTo): { tab, view?, section?, finding? }. Settings opens on a section. */
+if (typeof window !== 'undefined') window.addEventListener('pmos:go-tab', (e) => {
+  const d = (e && e.detail) || {}; if (!d.tab) return;
+  showTab(d.tab, true);
+  if (d.tab === 'settings' && d.section && S.settings) S.settings.show(d.section);
+  if (d.tab === 'rep' && d.view) showReportsView(d.view);
+});
 function goTarget(t) {
   /* a dashboard schedule's notice (routes-briefing.js notices): Reports, then its Drafts tab */
   if (t && t.tab && BUILD[t.tab]) { showTab(t.tab, true); if (t.tab === 'rep' && t.view) showReportsView(t.view); return; }
@@ -519,30 +524,9 @@ function showInit(id) {
     }
   }
 }
-/* Reports: the headline deck on top (the Plan deck of the Reports scope), the tabs, and on Drafts what the Briefing no longer carries
- * (Handled, What I could stop, Data you can lean on) above "Reports to send" (the old families, their claims check and the outbox). */
-/* The Reports deck always names its scope, so real mode gets the engine's report signals and never the Briefing's cards (console3-deck-flow-fixes). */
-function repTab(pane) { mountReports(pane, { ws: S.ws, pmGet, deck: (h) => h.append(planNode('rep')), more: draftsMore, drafts: draftsTab }); }
-function draftsMore(host) {
-  let sig = '';
-  onBriefing((b) => {   // the same cards and the same condition as the Briefing had: only what the briefing carries (the demo's); redrawn only when it changed, so an open row stays open
-    const g = JSON.stringify([b && b.handled, b && b.stop, b && b.trust]);
-    if (g === sig) return; sig = g;
-    host.replaceChildren(...[b && b.handled ? handledRow(b.handled) : null, stopCard(b && b.stop), b && b.trust ? trustCard(b.trust) : null].filter(Boolean));
-  });
-  loadBriefing();
-}
-function draftsTab(pane) {
-  const fam = el('div', { 'data-c3pg': 'families-host' }); const out = el('div', { class: 'brief', 'data-c3pg': 'outbox-host', style: 'margin-top:var(--sp-4)' });
-  pane.append(fam, out);
-  pmGet('/api/report-families/facts?ws=' + encodeURIComponent(S.ws)).then((j) => {
-    mountReportFamilies(fam, { reportFacts: j && j.ok ? j.facts : {}, plan: null, portfolio: portfolioCard() });
-    mountOutbox(out, {});
-    /* The mockup's Reports draw the outbox's drafts under Communications only (the Messages queue); the other families have no outbox. */
-    const sync = () => { out.hidden = !fam.querySelector('[data-family="communications"][aria-pressed="true"]'); };
-    sync(); new MutationObserver(sync).observe(fam, { subtree: true, attributes: true, attributeFilter: ['aria-pressed'] });
-  });
-}
+/* Reports: the headline deck on top (the Plan deck of the Reports scope), then the three tabs (Dashboards, Reports, Charts; c3-reports.js).
+ * The Reports deck always names its scope, so real mode gets the engine's report signals and never the Briefing's cards (console3-deck-flow-fixes). */
+function repTab(pane) { mountReports(pane, { ws: S.ws, pmGet, deck: (h) => h.append(planNode('rep')) }); }
 
 const BUILD = { brief: briefTab, cal: (p) => mountCalendarViews(p, { view: 'week', page: true, scope: sc('cal'), deck: planNode('cal', { bare: true }) }), work: (p) => { mountPmWork(p, { go: (t) => showTab(t, true), ws: S.ws }); }, init: (p) => mountInitiatives(p, { ws: S.ws, workspaces: S.workspaces, demo: DEMO, showTab }), rep: repTab };
 
@@ -559,7 +543,7 @@ function showTab(id, push) {
   if (S.gearBtn) S.gearBtn.setAttribute('aria-pressed', String(id === 'settings'));
   if (id === 'settings') {
     S.ttl.replaceChildren(gearIcon('lg'), 'Settings'); document.title = 'Settings · PMOS console';
-    if (!S.settings) { S.settingsCtx = { ws: S.ws, workspaces: S.workspaces, theme: S.theme, themePref: S.themePref, setTheme, goTab: (t) => showTab(t, true), section: q.get('section') || '', root: S.root }; S.settings = mountSettings(S.panes.settings, S.settingsCtx); }
+    if (!S.settings) { S.settingsCtx = { ws: S.ws, workspaces: S.workspaces, theme: S.theme, themePref: S.themePref, setTheme, goTab: (t, v) => { showTab(t, true); if (t === 'rep' && v) showReportsView(v); }, section: q.get('section') || '', root: S.root }; S.settings = mountSettings(S.panes.settings, S.settingsCtx); }
     else S.settings.refresh();
   } else if (!S.mounted[id]) { S.mounted[id] = true; BUILD[id](S.panes[id]); }
   S.root.dataset.tab = id;