create-pmos 0.185.0 → 0.186.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "create-pmos",
-  "version": "0.185.0",
+  "version": "0.186.0",
   "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@a5090c5
+kernel-source: pmos@4d636bc
 assembled: 2026-10-13
 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: "2026-10-13T05:02:49Z"}
+generated: {by: process:create-pmos, at: "2026-10-13T05:23:27Z"}
 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: "2026-10-13T05:02:49Z"}
+generated: {by: process:create-pmos, at: "2026-10-13T05:23:27Z"}
 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: "2026-10-13T05:02:49Z"}
+generated: {by: process:create-pmos, at: "2026-10-13T05:23:27Z"}
 status: stable
 ---
 

package/workspace/c3-report-setup-test.js

@@ -88,6 +88,7 @@ const TAB = '[data-rs-tab]';
   await page.click('[data-rs-card] [data-rs-act="setup"]');
   ok('Set up posts ONE setup with the ask and the proposal', !!(await until(() => sent('/api/report-setups/setup').length === 1)) && sent('/api/report-setups/setup')[0].body.ask && sent('/api/report-setups/setup')[0].body.proposal && /pricing/i.test(sent('/api/report-setups/setup')[0].body.proposal.name), JSON.stringify(sent('/api/report-setups/setup')).slice(0, 300));
   ok('the set-up appears marked New with its first draft in Documents', !!(await until(async () => (await page.$$('[data-rs-reg]')).length === 4)) && /New/.test(await text('[data-rs-setups]')) && (await page.$$('[data-rs-doc]')).length === 7);
+  ok('the Set up toast says the first draft is ready and offers Open', /first draft is ready/.test(await text('[data-c3-toast]')) && !!(await page.$('[data-c3-toast-action]')), await text('[data-c3-toast]'));
   ok('nothing else was posted: no copy, no issue', sent('/api/docs/create-copy').length === 0 && sent('/api/report/issue').length === 0);
 
   /* ── found: Set up, Not a report with Undo ── */

package/workspace/guide/reports-set-up.md

@@ -2,7 +2,7 @@
 type: Guide
 title: "Set up a report by asking, and the report finder"
 description: "How to ask PMOS to draft a report you send, how the report finder finds reports you already send, how to set one up, and how a cycle becomes a document you issue."
-timestamp: 2026-10-12
+timestamp: 2026-10-13
 ---
 
 # Set up a report by asking, and the report finder
@@ -17,6 +17,7 @@ Open the **Reports** tab of the console. It has four parts: Ask PMOS, Found in y
 2. Press **Set up**. PMOS reads your earlier copies and learns the sections. This takes a minute. You can leave the page. **Cancel** stops it.
 3. PMOS shows its proposal: what it found, the proposed report, what it learned from, and the fixes it will apply.
 4. Press **Set up** to accept the proposal. Press **Change** to say what to change, for example "Draft it on Tuesday instead". PMOS revises the proposal. Press **Cancel** to drop it.
+5. PMOS writes the first draft at once. Press **Open** in the message to read it. You do not wait for the day of the schedule.
 
 A proposal shows the name, the purpose, the audience, the output, the schedule, the sources and the sections in order. Change the output with the buttons: Google Slides, Google Doc, Google Sheets, Confluence or PDF. PMOS shows the report in the same format in the sheet.
 
@@ -39,6 +40,7 @@ The most likely finding also shows on the Briefing as **Report found**. Press **
 **Set up** has one row for each report: its source, output, schedule, next draft and last issue. Each row has these buttons:
 
 - **Open** opens the current draft.
+- **Draft it now** shows in place of Open when the report has no draft. PMOS writes the draft of the next cycle and opens it.
 - **All cycles** lists every cycle of the report.
 - **Pause** stops the drafts. **Resume** starts them again.
 
@@ -46,7 +48,7 @@ The most likely finding also shows on the Briefing as **Report found**. Press **
 
 ## What PMOS does and does not do
 
-- PMOS drafts on the day of the schedule. It sends nothing.
+- PMOS drafts the first cycle when you press Set up, and each next cycle on the day of the schedule. It sends nothing.
 - PMOS writes to Google or to Confluence only when you press **Create the copy** or **Update the copy**.
 - A download happens only when you press a download item.
 - You issue a report. An issued report is frozen.

package/workspace/lib/routes-report-setups.js

@@ -9,7 +9,8 @@
  *   POST /api/report-setups/ask        { ws, text }                          → { ok, id }       starts the report-setup run (headless)
  *   POST /api/report-setups/change     { ws, id, text }                      → { ok }           a correction to a proposal; a second run revises it
  *   POST /api/report-setups/cancel     { ws, id }                            → { ok }
- *   POST /api/report-setups/setup      { ws, ask? | finding?, proposal? }    → { ok, setup, first_draft }   THE press that sets a report up
+ *   POST /api/report-setups/setup      { ws, ask? | finding?, proposal? }    → { ok, setup, first_draft, drafted }   THE press that sets a report up; drafts the first cycle
+ *   POST /api/report-setups/draft      { ws, id }                            → { ok, drafted: { slot, path }, id }   Draft it now (the next cycle)
  *   POST /api/report-setups/dismiss    { ws, finding }                       → { ok }           "Not a report"
  *   POST /api/report-setups/pause | resume { ws, id }                         → { ok, setup }
  *   POST /api/report-setups/from-dashboard { ws, key, name, output, schedule, audience } → { ok, setup }
@@ -39,13 +40,14 @@ const RN = require('./report-needs.js');
 const RC = require('./report-checks.js');
 const RX = require('./report-export.js');
 const RF = require('./report-finder.js');
+const RD = require('./report-draft.js');
 const logic = require('./schedule-logic.js');
 const docSync = require('./doc-sync.js');
 const headless = require('./headless.js');
 
 const text = (v) => (typeof v === 'string' ? v : '');
 const bad = (status, error) => ({ status, body: { ok: false, error } });
-const POSTS = ['ask', 'change', 'cancel', 'setup', 'dismiss', 'pause', 'resume', 'from-dashboard', 'finder'];
+const POSTS = ['ask', 'change', 'cancel', 'setup', 'draft', 'dismiss', 'pause', 'resume', 'from-dashboard', 'finder'];
 const MADE_BY = ['schedule', 'you', 'agent'];
 
 const runs = new Map();   // ask id → session id, for the report-setup runs this server started
@@ -331,14 +333,30 @@ async function handle(req, res, url, ctx) {
     if (!proposal) return send(bad(400, 'say which request or finding to set up, or give the proposal'));
     const r = RS.setUp(root, { ...proposal, ...(from ? { from } : {}) }, opts);
     if (!r.ok) return fail(r);
-    const docsOf = { reports: [] };
-    return send({ status: 200, body: { ok: true, setup: setupOut(r.setup, new Date(), docsOf, new Map()), first_draft: r.first_draft } });
+    // The first cycle is drafted now, at the slot of its first scheduled draft, so the PM has a document to read the moment it is set up
+    // (the approved mockup's "Sample draft made when you set up"). The schedule later redrafts the same slot. A failed draft leaves the set-up
+    // in place and says why; Draft it now on the row tries again.
+    const drafted = firstDraft(root, r, g.actor);
+    if (drafted.path) ctx.invalidateNeedsAgg && ctx.invalidateNeedsAgg();
+    return send({ status: 200, body: { ok: true, setup: setupOut(r.setup, new Date(), documentsOf(ctx, w), copyIndex(root)), first_draft: r.first_draft, drafted } });
   }
   if (sub === 'dismiss') {
     const r = RS.dismissFinding(file, { id: text(body.finding), by: g.actor });
     if (!r.ok) return fail(r);
     return send({ status: 200, body: { ok: true } });
   }
+  if (sub === 'draft') {
+    // Draft it now: the next cycle of a set-up report, written at the slot of its next scheduled draft. A page write, like Draft now on the report.
+    const s = RS.fold(RS.readLines(file)).setups.get(text(body.id));
+    if (!s || s.status === 'removed') return send(bad(404, 'no such report'));
+    if (s.source !== 'work') return send(bad(400, 'a dashboard report is drafted from its dashboard on its day'));
+    let next = null; try { next = RS.nextDraftAt(s.schedule, s.last_run, new Date()); } catch { next = null; }
+    const day = next ? `${next.getFullYear()}-${String(next.getMonth() + 1).padStart(2, '0')}-${String(next.getDate()).padStart(2, '0')}` : null;   // the local day, as setUp names a slot
+    const d = draftCycle(root, s.id, day, g.actor);
+    if (d.error) return send(bad(500, 'the draft was not written: ' + d.error));
+    if (ctx.invalidateNeedsAgg) ctx.invalidateNeedsAgg();
+    return send({ status: 200, body: { ok: true, drafted: d, id: s.id + '/' + d.slot } });
+  }
   if (sub === 'pause' || sub === 'resume') {
     const r = RS[sub](root, text(body.id), opts);
     if (!r.ok) return fail(r);
@@ -365,4 +383,19 @@ async function handle(req, res, url, ctx) {
   return send(bad(404, 'no such report route'));
 }
 
+/** Draft a report's cycle now through the one writer (report-draft.js writeDraft). → { slot, path } | { error } */
+function draftCycle(root, cadence, slot, actor) {
+  const d = RD.draftOf(root, { cadence, slot: slot || undefined });
+  if (!d || d.ok === false) return { error: (d && d.error) || 'the drafter answered nothing' };
+  // A draft already at that slot is the answer: open it, never overwrite its notes.
+  try { if (d.path && fs.statSync(path.join(path.resolve(String(root)), d.path)).isFile()) return { slot: d.slot, path: d.path, existing: true }; } catch { /* not there yet */ }
+  const w = RD.writeDraft(root, d, { actor, fresh: true });
+  if (!w || w.ok === false) return { error: (w && w.error) || 'the writer answered nothing' };
+  return { slot: d.slot, path: w.path };
+}
+function firstDraft(root, r, actor) {
+  if (!r.setup || r.setup.source !== 'work') return { error: 'a dashboard report is drafted from its dashboard on its day' };
+  return draftCycle(root, r.setup.id, r.first_draft && r.first_draft.slot, actor);
+}
+
 module.exports = { prefixes: ['/api/report-setups', '/api/report-documents', '/api/report-export'], handle, tick, ensureMigrated, documentsOf, listAnswer, copyOf };

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.185.0",
+  "version": "0.186.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.185.0",
+      "version": "0.186.0",
       "license": "MIT",
       "dependencies": {
         "@xterm/addon-fit": "^0.11.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.185.0",
+  "version": "0.186.0",
   "private": true,
   "description": "PMOS Terminal Workspace — local companion hosting real PTYs beside the library and gates (D62)",
   "license": "MIT",

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

@@ -186,7 +186,8 @@ function setupFrom(b) {
   startDocs(s, F);
   if (F) findings = findings.filter((f) => f.id !== F.id);
   if (askRec) asks = asks.filter((a) => a.id !== askRec.id);
-  return json({ ok: true, setup: setupView(s), first_draft: { slot: next || '', at: next ? next + 'T08:00:00.000Z' : null, day: next || '' } });
+  const first = DOCS.filter((d) => d.setup === id && d.state === 'draft')[0];
+  return json({ ok: true, setup: setupView(s), first_draft: { slot: next || '', at: next ? next + 'T08:00:00.000Z' : null, day: next || '' }, drafted: first ? { slot: first.slot, path: first.path } : { error: 'nothing to draft' } });
 }
 function post(path, b) {
   const k = path.replace('/api/report-setups/', '');
@@ -198,6 +199,7 @@ function post(path, b) {
   }
   if (k === 'cancel') { asks = asks.filter((a) => a.id !== b.id); return json({ ok: true }); }
   if (k === 'setup') return setupFrom(b);
+  if (k === 'draft') { const s = SETUPS.find((x) => x.id === b.id); if (!s) return json({ ok: false, error: 'no such report' }, 404); const d = startDocs(s, null)[0]; return json({ ok: true, drafted: { slot: d.slot, path: d.path }, id: s.id + '/' + d.slot }); }
   if (k === 'dismiss') { findings = findings.filter((f) => f.id !== b.finding); dismissed.add(b.finding); return json({ ok: true }); }
   if (k === 'pause' || k === 'resume') { const s = SETUPS.find((x) => x.id === b.id); if (!s) return json({ ok: false, error: 'no such set-up' }, 404); s.status = k === 'pause' ? 'paused' : 'active'; return json({ ok: true, setup: setupView(s) }); }
   if (k === 'from-dashboard') {

package/workspace/public/pm/c3-report-setup.js

@@ -14,7 +14,7 @@ import { openSheet, closeSheet } from './c3-sheet.js';
 import { openDocSheet } from './c3-doc-sheet.js';
 import { toast } from './c3-toast.js';
 import { FORMATS, OUTPUTS, formatOf, ensureReportCss } from './c3-doc-formats.js';
-import { RS, onReports, loadReports, askPmos, changeIt, cancelAsk, setupFrom, dismissLater, pauseResume, fromDashboard, goTo, evidenceKind, normProposal, scheduleLabel, nextDraftDate, dayText, docsOf, outChip, copyChip, srcChip } from './c3-report-store.js';
+import { RS, onReports, loadReports, askPmos, changeIt, cancelAsk, setupFrom, draftNow, dismissLater, pauseResume, fromDashboard, goTo, evidenceKind, normProposal, scheduleLabel, nextDraftDate, dayText, docsOf, outChip, copyChip, srcChip } from './c3-report-store.js';
 
 const MON = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'];
 /** 'Wed 21 Oct 2026' for a day, 'Oct 2026' for a month, any other slot as it is. */
@@ -122,6 +122,7 @@ function askCard(a, redo) {
 }
 
 /* ── a report document in the document sheet ── */
+RS.openDoc = (d) => openReportDoc(d);   // the store's toasts open a document through this
 export function openReportDoc(d, mode) {
   ensureReportCss();
   const setup = RS.setups.find((x) => x.id === d.setup) || null; const cyc = slotText(d.slot);
@@ -205,7 +206,10 @@ export function mountReportSetup(host, ctx) {
     el('span', { class: 'chips2' }, stag(d), copyChip(d.output, d.copy), pbtn('ghost', 'Open', 'out', { onclick: () => openReportDoc(d) })))));
   function openSetup(s) {
     const L = docsOf(RS.docs, s.id); const d = L.find((x) => x.state === 'draft') || L[0];
-    if (d) openReportDoc(d); else toast('No draft yet. The first draft is ' + (s.next_draft ? dayText(s.next_draft) : 'when you confirm the day') + '.');
+    if (d) { openReportDoc(d); return; }
+    if (s.source !== 'work' || s.status !== 'active') { toast('No draft yet. The first draft is ' + (s.next_draft ? dayText(s.next_draft) : 'when you confirm the day') + '.'); return; }
+    toast('Drafting ' + s.name + ' now. Nothing is sent.');
+    draftNow(s).then((nd) => { if (nd) openReportDoc(nd); });
   }
   function setupRow(s) {
     const paused = s.status === 'paused'; const cy = docsOf(RS.docs, s.id); const n = s.cycles != null ? s.cycles : cy.length; const open = RS.cyc.has(s.id);
@@ -215,7 +219,8 @@ export function mountReportSetup(host, ctx) {
           chip(icon('cal', 'sm'), s.label || scheduleLabel(s.schedule)), paused ? null : chip(icon('clock', 'sm'), 'Next draft ' + (s.next_draft ? dayText(s.next_draft) : 'not set yet')),
           chip(icon('mail', 'sm'), 'Last issued ' + (s.last_issued ? dayText(s.last_issued) : 'not yet'))),
         open ? cycRows(s) : null),
-      el('div', { class: 'acts' }, pbtn('outline', 'Open', 'out', { 'data-rs-act': 'open-reg', onclick: () => openSetup(s) }),
+      el('div', { class: 'acts' }, cy.length || paused || s.source !== 'work' ? pbtn('outline', 'Open', 'out', { 'data-rs-act': 'open-reg', onclick: () => openSetup(s) })
+        : pbtn('outline', 'Draft it now', 'spark', { 'data-rs-act': 'draft-now', onclick: () => openSetup(s) }),
         pbtn('ghost', 'All cycles (' + n + ')', 'fold', { 'data-rs-act': 'cyc', 'aria-expanded': String(open), onclick: () => { if (RS.cyc.has(s.id)) RS.cyc.delete(s.id); else RS.cyc.add(s.id); drawSetups(); } }),
         pbtn('ghost', paused ? 'Resume' : 'Pause', paused ? 'play' : 'pause', { 'data-rs-act': 'pause', onclick: () => pauseResume(s, !paused) })));
   }

package/workspace/public/pm/c3-report-store.js

@@ -114,9 +114,22 @@ export async function setupFrom(body) {
   if (r.setup && r.setup.id) RS.newIds.add(r.setup.id);
   await loadReports(RS.ws, true);
   const fd = r.first_draft; const first = (r.setup && r.setup.next_draft) || (fd && typeof fd === 'object' ? fd.day || fd.slot : fd);
-  toast('Set up. First draft ' + (first ? dayText(first) : 'once you confirm the day') + '. Nothing is sent.');
+  if (r.drafted && r.drafted.path) openDraftToast(r.setup.id, 'Set up. The first draft is ready to read. Nothing is sent.');
+  else toast('Set up. First draft ' + (first ? dayText(first) : 'once you confirm the day') + '. Nothing is sent.' + (r.drafted && r.drafted.error ? ' It could not be drafted yet: ' + r.drafted.error + '.' : ''));
   return r;
 }
+/* the page that draws documents sets RS.openDoc, so a toast here can open one without this store importing the page */
+function openDraftToast(id, text) {
+  const d = (RS.docs || []).filter((x) => x.setup === id && x.state === 'draft').sort((a, b) => (a.slot < b.slot ? 1 : -1))[0];
+  if (d && typeof RS.openDoc === 'function') toast({ text, actionLabel: 'Open', timeout: 8000, onAction: () => RS.openDoc(d) });
+  else toast(text);
+}
+/** Draft it now: the next cycle of a set-up report. → the new draft document, or null. */
+export async function draftNow(setup) {
+  const r = await post('draft', { id: setup.id }); if (!r || !r.ok) { fail(r, 'It was not drafted'); return null; }
+  await loadReports(RS.ws, true);
+  return (RS.docs || []).find((x) => x.setup === setup.id && x.slot === r.drafted.slot) || null;
+}
 /** Not a report: the finding leaves the list at once, the POST waits five seconds, and Undo cancels it. */
 export function dismissLater(id, onChange) {
   RS.hidden.add(id); emit(); if (onChange) onChange();