create-pmos 0.186.0 → 0.187.0

package/workspace/guide/phone-companion.md

@@ -17,7 +17,7 @@ The top card shows where you are in your day and why it is useful now. PMOS choo
 |---|---|---|
 | Your day | Before noon, with no meeting in the next 30 minutes | The next meeting, the number of things that wait on you and how many are overdue, and **The brief of this meeting** |
 | Before you walk in | The next meeting starts in 30 minutes or less | What is prepared for it, the items to close first, each with **Done**, and **The brief of this meeting** |
-| In the meeting | A meeting is in progress | **Record this meeting?** with **Record** and **Not this one**, and **Open the meeting companion**, which opens the meeting focus page. |
+| In the meeting | A meeting is in progress | **Record this meeting?** with **Record** and **Not this one**. Recording opens focus (see below). |
 | Just ended | A meeting ended less than 20 minutes ago | **What came out of it?** If you recorded the meeting, the card shows the summary, the decisions, the actions and the open questions from its notes, the same notes as on the Notes page. While PMOS writes the notes, the card says so. If you did not record it, **Tell PMOS** puts the meeting name in the bar so you can type the result. |
 | Free time | 15 minutes or more before the next meeting | The items that fit in the time: overdue items first, then items due today, at most two. Each has **Done** and **Later today**. |
 | Wrapping up | From 17:00, or after noon with no meeting left | What is still open and what waits for your computer |
@@ -34,7 +34,7 @@ Under the moment card, the things that wait on you show one at a time ("1 of 9")
 
 ## Meetings
 
-Under the card, **Later today** lists the rest of today's meetings. Tap a meeting to see its brief: the time, the people, the initiative, then the same brief as the meeting card of the desktop Calendar (in short, what matters today, what came out of the last one, what to be ready with, and the links). From the brief you can record the meeting or open the meeting companion.
+Under the card, **Later today** lists the rest of today's meetings. Tap a meeting to see its brief: the time, the people, the initiative, then the same brief as the meeting card of the desktop Calendar (in short, what matters today, what came out of the last one, what to be ready with, and the links). From the brief you can record the meeting or open focus.
 
 ## Tell PMOS
 
@@ -42,13 +42,28 @@ Type a note, a to-do or an idea in the bar at the bottom and press Enter. PMOS p
 
 ## Record
 
-The red button records a conversation or a meeting with the same recorder as **Record** on the desktop. While it records, the bar shows the name, the time and **Stop**, and the top card shows the notes that are being taken: the last lines that were heard, and the decisions, actions and open questions that PMOS has found so far. The card reads the note again every 5 seconds.
+The red button records a conversation or a meeting with the same recorder as **Record** on the desktop. When the recording starts, the phone opens focus.
+
+## Focus
+
+Focus is the desktop Meeting focus in one column. From the top:
+
+- **Back to your day**, the title, and the clock: the time since the start and the time left. Under them, the bar of what the room talked about.
+- The topic that the room is on now, and how long it has been on it.
+- **Topics**, **Captured**, **Note** and **Your slides** (or **Material**). Each one opens a sheet over focus. **Note** shows what the live note has found so far, or the last lines of the transcript.
+- **What's being said**, with context. Tap a context to see its detail.
+- The room's last lines, and the notes PMOS writes for you. The newest note is open. Tap an older note to open it. PMOS holds some notes for the right moment; tap one to see it now.
+- At the bottom, **Ask PMOS quietly** and **Stop**. Only you see your question and the answer. **Stop** asks before it stops the recording.
+
+A recording that is not on the calendar, for example a talk in the corridor, opens the same focus without topics and slides.
+
+**Back to your day** closes focus. The recording continues. While it records, the bar at the bottom shows the name, the time, **Focus** and **Stop**, and the top card shows the notes that are being taken. **Focus** opens focus again.
 
 ## The full console
 
 A phone always shows the companion. There is no way to the desktop pages on a phone: use your computer for them. In a window wider than 640 pixels the console always shows the desktop pages.
 
-**Open the meeting companion** opens the meeting helper over the companion. To go back, press **Back to your day** at the top or the bottom. The meeting continues to record.
+The number of things that wait on you, at the top right, opens the list of all of them.
 
 ## Limits
 

package/workspace/lib/engine/boards.js

@@ -144,7 +144,11 @@ const TOOLS = Object.freeze({
   },
 });
 
-const STATUSES = Object.freeze(['on track', 'at risk', 'late', 'done']);
+// on hold and cancelled come from a D70 lifecycle line (the PM stopped it); done is the end of the workflow. Only the first
+// three are ACTIVE: an initiative on hold, done or cancelled has no health and is not counted as open (c3-initiative-lifecycle).
+const STATUSES = Object.freeze(['on track', 'at risk', 'late', 'on hold', 'done', 'cancelled']);
+const ACTIVE = Object.freeze(['on track', 'at risk', 'late']);
+const isActive = (r) => !!r && ACTIVE.includes(r.status);
 const VIEWS = Object.freeze(['now', 'mine', 'risk', 'noowner', 'all']);
 /** What a Horizon scan filed with an ask (initiative horizon-scan), cut to its shape; null for any other ask. */
 function foundOf(f) {
@@ -152,7 +156,7 @@ function foundOf(f) {
   const sources = Array.isArray(f.sources) ? f.sources.filter((x) => x && typeof x.ref === 'string').slice(0, 8).map((x) => ({ label: String(x.label || ''), ref: x.ref })) : [];
   return { why: typeof f.why === 'string' ? f.why : '', sources, match: typeof f.match === 'string' && f.match ? f.match : null, scan: typeof f.scan === 'string' ? f.scan : null, run: typeof f.run === 'string' ? f.run : null };
 }
-const KINDS = new Set(['board', 'workflow', 'move', 'assign', 'ask', 'ask-accept', 'ask-decline', 'ask-more', 'ini-workflow', 'task', 'task-update', 'ini-epics']);
+const KINDS = new Set(['board', 'workflow', 'move', 'assign', 'ask', 'ask-accept', 'ask-decline', 'ask-more', 'ini-workflow', 'task', 'task-update', 'ini-epics', 'ini-archive', 'ini-notdup']);
 const TASK_STATES = Object.freeze(['To do', 'In progress', 'In review', 'Done']);
 
 const copyStages = (stages) => stages.map((s) => ({ name: s.name, cat: s.cat, hint: s.hint || '' }));
@@ -180,6 +184,8 @@ function fold(events) {
   const iniWorkflows = new Map();  // key(board, id) → { template, stages } (the initiative's own workflow)
   const tasks = new Map();         // task id → { id, board, initiative, title, epic, owner, state, start, due, at, by, history }
   const epics = new Map();         // initiative id → the Jira epic keys the PM linked to it (the last ini-epics line wins)
+  const archives = new Map();      // initiative id → { at, by, reason, into, moved } while archived (an `archived: false` line restores it)
+  const notDup = new Map();        // initiative id → Set of initiative ids the PM said it is not a duplicate of
   const list = [];
   for (let e of Array.isArray(events) ? events : []) {
     if (typeof e === 'string') { try { e = JSON.parse(e); } catch { continue; } }
@@ -243,18 +249,26 @@ function fold(events) {
     } else if (e.kind === 'task-update' && typeof e.task === 'string' && tasks.has(e.task)) {
       const t = tasks.get(e.task);
       if (TASK_STATES.includes(e.state)) t.state = e.state;
+      if (typeof e.initiative === 'string' && e.initiative) t.initiative = e.initiative;   // a merge moves the task (and its undo moves it back)
       if (typeof e.start === 'string') t.start = e.start;
       if (typeof e.due === 'string') t.due = e.due;
       t.history.push({ at: e.at || null, by: e.by || null, state: e.state || null, start: e.start || null, due: e.due || null, why: e.why || '' });
     } else if (e.kind === 'ini-epics' && typeof e.id === 'string' && Array.isArray(e.epics)) {
       epics.set(e.id, e.epics.filter((k) => typeof k === 'string' && JIRA_KEY_RE.test(k)).map((k) => k.toUpperCase()));
+    } else if (e.kind === 'ini-archive' && typeof e.id === 'string') {
+      if (e.archived === false) archives.delete(e.id);
+      else archives.set(e.id, { at: e.at || null, by: e.by || null, board: b, reason: typeof e.reason === 'string' ? e.reason : '', into: typeof e.into === 'string' && e.into ? e.into : null,
+        moved: isObj(e.moved) ? { epics: Array.isArray(e.moved.epics) ? e.moved.epics.filter((k) => typeof k === 'string') : [], tasks: Array.isArray(e.moved.tasks) ? e.moved.tasks.filter((k) => typeof k === 'string') : [] } : { epics: [], tasks: [] } });
+    } else if (e.kind === 'ini-notdup' && typeof e.id === 'string' && typeof e.of === 'string') {
+      if (!notDup.has(e.id)) notDup.set(e.id, new Set());
+      notDup.get(e.id).add(e.of);
     } else if (e.kind === 'ask-decline' && typeof e.ask === 'string' && asks.has(e.ask)) {
       const a = asks.get(e.ask);
       if (a.state !== 'open') continue;
       Object.assign(a, { state: 'declined', why: e.why || '', closedAt: e.at || null });
     }
   }
-  return { boards, moves, assigns, asks, stages, iniWorkflows, tasks, epics, events: list };
+  return { boards, moves, assigns, asks, stages, iniWorkflows, tasks, epics, archives, notDup, events: list };
 }
 
 /** The stages an initiative runs on a board: its own workflow when one is recorded, else the board's. */
@@ -428,13 +442,16 @@ const SORTS = ['rank', 'id', 'title', 'stage', 'status', 'owner', 'horizon', 'en
 const listParam = (v) => (v == null || v === '' ? null : String(v).split(',').map((x) => x.trim()).filter(Boolean));
 const lc = (v) => String(v == null ? '' : v).toLowerCase();
 
-function viewFilter(view, me) {
+/* A view's own status rule (active only; at risk or late) gives way to a status filter the PM picks, so "Now and next" with
+ * Status: On hold lists the paused initiatives on the horizon (c3-initiative-lifecycle). */
+function viewFilter(view, me, statusGiven) {
   const mine = new Set([lc(me), lc(me ? `pm:${me}` : '')].filter(Boolean));
+  const act = (r) => statusGiven || isActive(r);
   switch (view) {
-    case 'now': return (r) => (r.horizon === 'now' || r.horizon === 'next') && r.status !== 'done';
-    case 'mine': return (r) => !!r.owner && mine.has(lc(r.owner)) && r.status !== 'done';
-    case 'risk': return (r) => r.status === 'at risk' || r.status === 'late';
-    case 'noowner': return (r) => !r.owner && r.status !== 'done';
+    case 'now': return (r) => (r.horizon === 'now' || r.horizon === 'next') && act(r);
+    case 'mine': return (r) => !!r.owner && mine.has(lc(r.owner)) && act(r);
+    case 'risk': return (r) => statusGiven || r.status === 'at risk' || r.status === 'late';
+    case 'noowner': return (r) => !r.owner && act(r);
     default: return () => true;
   }
 }
@@ -448,16 +465,24 @@ function facetOf(rows, field) {
 
 /**
  * query = { q, stage, status, owner, horizon, anchor (each a comma list), view, sort ('-' prefix = descending), offset,
- * limit, me, stages (the workflow's stage names, for the stage sort) }. Facets count the rows after the view and the
- * search, before the stage/status/owner/horizon/anchor filters, so each filter shows what choosing it would give.
+ * limit, me, stages (the workflow's stage names, for the stage sort), archived ('1' = the archive only) }. Facets count the rows
+ * after the view and the search, before the stage/status/owner/horizon/anchor filters, so each filter shows what choosing it
+ * would give. An archived row (`r.archived`) is in no list but the archive. A cancelled row is in no view unless the status
+ * filter names `cancelled`; `cancelledHidden` counts the board's cancelled rows while they are hidden (0 once asked for).
  */
 function filterRows(rows, query = {}) {
-  const view = VIEWS.includes(query.view) ? query.view : 'now';
+  const archive = query.archived === '1' || query.archived === true;
+  const view = archive ? 'all' : (VIEWS.includes(query.view) ? query.view : 'now');
   const q = lc(query.q).trim();
-  let base = (rows || []).filter(viewFilter(view, query.me));
+  const wantStatus = listParam(query.status);
+  let base = (rows || []).filter((r) => !!r.archived === archive).filter(viewFilter(view, query.me, !!wantStatus));
   if (q) base = base.filter((r) => lc(r.title).includes(q) || lc(r.id).includes(q) || lc(r.anchor).includes(q) || lc(r.owner).includes(q));
   const facets = { stage: facetOf(base, 'stage'), status: facetOf(base, 'status'), owner: facetOf(base, 'owner'), horizon: facetOf(base, 'horizon'), anchor: facetOf(base, 'anchor'), cat: facetOf(base, 'cat') };
-  let out = base;
+  const askCancelled = archive || !!(wantStatus && wantStatus.map(lc).includes('cancelled'));
+  let out = askCancelled ? base : base.filter((r) => r.status !== 'cancelled');
+  // How many cancelled initiatives the list leaves out: every one on the board, whatever the view, since the link that shows them
+  // opens All with Status: Cancelled.
+  const cancelledHidden = askCancelled ? 0 : (rows || []).filter((r) => !r.archived && r.status === 'cancelled').length;
   for (const f of ['stage', 'status', 'owner', 'horizon', 'anchor', 'cat']) {
     const want = listParam(query[f]);
     if (!want) continue;
@@ -491,13 +516,42 @@ function filterRows(rows, query = {}) {
   if (!query.all) limit = Math.min(limit, 100);   // `all` is for the server's own callers (the kanban columns), never a URL parameter
   let offset = Number.parseInt(query.offset, 10);
   if (!Number.isFinite(offset) || offset < 0) offset = 0;
-  return { view, sort: (desc ? '-' : '') + sort, total: out.length, offset, limit, rows: out.slice(offset, offset + limit), facets };
+  return { view, sort: (desc ? '-' : '') + sort, total: out.length, offset, limit, rows: out.slice(offset, offset + limit), facets, cancelledHidden,
+    archived: archive ? out.length : (rows || []).filter((r) => r.archived).length };
 }
 const pct = (r) => (typeof r.progress === 'number' ? r.progress : -1);
 
+/* Likely duplicates (c3-initiative-lifecycle): an active row whose title shares at least three significant words, and at
+ * least three quarters of the shorter title's words, with another active row on the same anchor. The less advanced row of
+ * the pair (lower progress, then the later id) is the one marked, and a pair the PM called "not a duplicate" is skipped.
+ * Deliberately strict: a wrong hint costs the PM a look, a missed one costs nothing that was there before. */
+const DUP_STOP = new Set(['the', 'and', 'for', 'with', 'from', 'into', 'onto', 'that', 'this', 'when', 'what', 'over', 'make', 'add', 'new', 'more', 'less', 'one', 'all', 'via', 'per', 'out', 'not', 'its', 'our', 'your', 'their', 'page', 'pages', 'initiative', 'initiatives']);
+function sigWords(title) {
+  return new Set(lc(title).split(/[^a-z0-9]+/).filter((x) => x.length > 2 && !DUP_STOP.has(x)));
+}
+function duplicatesOf(rows, notDup) {
+  const live = (rows || []).filter((r) => isActive(r) && !r.archived);
+  const words = new Map(live.map((r) => [r.id, sigWords(r.title)]));
+  const out = new Map();
+  const skip = (a, b) => !!((notDup && notDup.get(a) && notDup.get(a).has(b)) || (notDup && notDup.get(b) && notDup.get(b).has(a)));
+  for (let i = 0; i < live.length; i++) {
+    for (let j = i + 1; j < live.length; j++) {
+      const a = live[i], b = live[j];
+      if (!a.anchor || a.anchor !== b.anchor || skip(a.id, b.id)) continue;
+      const A = words.get(a.id), Bw = words.get(b.id);
+      let n = 0; for (const x of A) if (Bw.has(x)) n++;
+      if (n < 3 || n / Math.max(1, Math.min(A.size, Bw.size)) < 0.75) continue;
+      const lesser = (pct(a) - pct(b)) || -a.id.localeCompare(b.id, undefined, { numeric: true });
+      const [dup, of] = lesser < 0 ? [a, b] : [b, a];
+      if (!out.has(dup.id)) out.set(dup.id, of.id);
+    }
+  }
+  return out;
+}
+
 /** Board health from its rows: bad when a quarter or more of the open rows are late; warn when any is late or at risk. */
 function health(rows) {
-  const open = (rows || []).filter((r) => r.status !== 'done');
+  const open = (rows || []).filter((r) => isActive(r) && !r.archived);
   const late = open.filter((r) => r.status === 'late').length;
   const risk = open.filter((r) => r.status === 'at risk').length;
   if (open.length && late / open.length >= 0.25) return 'bad';
@@ -511,12 +565,13 @@ function counts(rows, workflow) {
   const byStatus = Object.fromEntries(STATUSES.map((s) => [s, 0]));
   let open = 0;
   for (const r of rows || []) {
+    if (r.archived) continue;
     if (r.cat && r.cat in byCat) byCat[r.cat]++;
     if (r.stage != null) byStage[r.stage] = (byStage[r.stage] || 0) + 1;
     if (r.status in byStatus) byStatus[r.status]++;
-    if (r.status !== 'done') open++;
+    if (isActive(r)) open++;
   }
-  return { total: (rows || []).length, open, byCat, byStage, byStatus, risk: byStatus['at risk'], late: byStatus.late };
+  return { total: (rows || []).filter((r) => !r.archived).length, open, byCat, byStage, byStatus, risk: byStatus['at risk'], late: byStatus.late };
 }
 
 /**
@@ -577,7 +632,7 @@ function sprintsOf(snapshots, onBoard = () => true, whole = null) {
 }
 
 module.exports = {
-  CATEGORIES, WORKFLOW_TEMPLATES, TOOLS, SELF_LADDER, READING_CAT, STATUSES, VIEWS, SORTS,
+  CATEGORIES, WORKFLOW_TEMPLATES, TOOLS, SELF_LADDER, READING_CAT, STATUSES, ACTIVE, isActive, duplicatesOf, VIEWS, SORTS,
   templateWorkflow, isTemplateEdited, fold, readingOf, deriveStage, stageOf, catOf, moveWarnings, cardWarnings,
   applyWorkflowEdit, filterRows, health, counts, sprintsOf, key,
   INI_TEMPLATES, TASK_STATES, isBuildStage, templateBuilds, boardSettings, jiraProjectsOf, JIRA_KEY_RE, JIRA_PROJECT_RE, workflowOf, templateOf, applyIniWorkflow, taskOf, shiftDay,

package/workspace/lib/engine/workflow-state.js

@@ -1603,7 +1603,8 @@ function readLifecycle(root) {
   for (const r of cachedJsonl(path.join(L.runsDir, 'lifecycle.jsonl'))) {
     if (!r || typeof r.initiative_id !== 'string') continue;
     if (r.state !== 'active' && !STOPPED_STATES.includes(r.state)) continue;
-    latest.set(r.initiative_id, { state: r.state, reason: r.reason || '', pm: r.pm || '', at: r.at || '' });
+    // `back` (c3-initiative-lifecycle): the day an on-hold initiative comes back to the PM, when the hold named one.
+    latest.set(r.initiative_id, { state: r.state, reason: r.reason || '', pm: r.pm || '', at: r.at || '', ...(r.state === 'on-hold' && /^\d{4}-\d{2}-\d{2}$/.test(r.back || '') ? { back: r.back } : {}) });
   }
   return latest;
 }

package/workspace/lib/initiative-rows.js

@@ -16,7 +16,7 @@
  *
  * A ROW is one line of `node scripts/workflow-state.js --json` (every record, uncapped), narrowed to what the planning
  * layer reads: { ok, id, title, lane, group, anchor, stage, accepted, stopped, last_activity (ISO), profile, record,
- * next, steps: [{ key, status }] }. `stopped` is the lifecycle fold ({ state, reason, at }) or null.
+ * next, steps: [{ key, status }] }. `stopped` is the lifecycle fold ({ state, reason, at, back }) or null.
  *
  * WHY A CHILD PROCESS. The engine resolves each artifact's first appearance by running git: about 260 ms per record,
  * so a repository of 100 records takes half a minute (lib/board-cache.js measured it). The board cache is capped at
@@ -69,7 +69,7 @@ function narrow(root, raw) {
   return (Array.isArray(raw) ? raw : []).map((r) => (r && r.ok !== false ? {
     ok: true, id: r.id, title: r.title || r.id, lane: r.lane, group: groupOf(r), anchor: r.anchor || null,
     stage: r.stage || null, accepted: !!r.accepted,
-    stopped: r.stopped ? { state: r.stopped.state, reason: r.stopped.reason || '', at: r.stopped.at || null } : null,
+    stopped: r.stopped ? { state: r.stopped.state, reason: r.stopped.reason || '', at: r.stopped.at || null, back: r.stopped.back || null } : null,
     last_activity: iso(r.last_activity), profile: r.profile || null, record: r.record || null, next: r.next || null,
     // key and status of each ladder step, so a row's stage is read by the same rule as the sheet's stepper
     steps: Array.isArray(r.steps) ? r.steps.filter(Boolean).map((x) => ({ key: x.key, status: x.status })) : null,

package/workspace/lib/routes-boards.js

@@ -27,6 +27,13 @@
  *   POST /api/boards/tasks/add     { ws, board, initiative, title, type?, epic?, start?, due?, owner? } → { ok, item }
  *   POST /api/boards/tasks/state   { ws, board, task, state }                            → { ok, item }
  *   POST /api/boards/tasks/reschedule { ws, board, task, days }                          → { ok, item }
+ *   POST /api/boards/archive       { ws, board, id, archived, reason? }                  → { ok, row }   archive (hidden everywhere, kept whole) or restore;
+ *                                                       restoring a merged initiative moves its epics and tasks back
+ *   POST /api/boards/merge         { ws, board, id, into, epics?, tasks? }               → { ok, row, into }   moves the picked Jira epic links and PMOS
+ *                                                       tasks of `id` to `into`, then archives `id` as "Merged into <into>"
+ *   POST /api/boards/notdup        { ws, board, id, of }                                 → { ok }   the PM says `id` is not a duplicate of `of`
+ * (c3-initiative-lifecycle, planning/prd/c3-initiative-lifecycle-prd.md: on hold and cancelled are D70 lifecycle lines written by
+ *  POST /api/lifecycle; archive and merge are board-ledger lines, so nothing here rewrites a record.)
  * (console3-initiatives-parity, planning/prd/console3-initiatives-parity-prd.md: the workflow belongs to each initiative, a board
  *  says whether it builds and delivers, and PMOS tasks live on the board. All of it is append-only in the same ledger.)
  *
@@ -177,7 +184,9 @@ function frontmatter(root, rel) {
 }
 
 function statusOf(rec, healthLevel, end, day) {
-  if (rec.accepted || (rec.stopped && ['closed', 'cancelled'].includes(rec.stopped.state))) return 'done';
+  if (rec.accepted || (rec.stopped && rec.stopped.state === 'closed')) return 'done';
+  if (rec.stopped && rec.stopped.state === 'cancelled') return 'cancelled';
+  if (rec.stopped && rec.stopped.state === 'on-hold') return 'on hold';   // no health while paused: it never turns late
   if (healthLevel === 'off' || (end && end < day)) return 'late';
   if (healthLevel === 'at-risk') return 'at risk';
   return 'on track';
@@ -230,6 +239,7 @@ function baseRows(w) {
       updated: r.last_activity || null,
       reading: B.readingOf(r.nine_stages, { accepted: !!rec.accepted }),
       lifecycle: rec.stopped ? rec.stopped.state : null,
+      stopped: rec.stopped ? { reason: rec.stopped.reason || '', at: rec.stopped.at || null, back: rec.stopped.back || null } : null,
       hasSpec, record: relRec || null, domainFolder: dm ? dm[1] : null,
       recordEpic: jiraTickets.anchorOf(fm),
     });
@@ -252,7 +262,8 @@ function boardRow(board, base, folded) {
   const row = {
     id: base.id, title: base.title, lane: base.lane, stage: s.stage, cat, owner: base.owner, anchor: base.anchor,
     horizon: base.horizon, status: base.status, start: base.start, end: base.end, progress: base.progress, warnings: [],
-    rank: base.rank, health: base.health, updated: base.updated, reading: base.reading, stageSource: s.source, lifecycle: base.lifecycle,
+    rank: base.rank, health: B.isActive(base) ? base.health : null, updated: base.updated, reading: base.reading, stageSource: s.source, lifecycle: base.lifecycle,
+    stopped: base.stopped || null, archived: archivedOf(folded, base.id),
     template: B.templateOf(board, base.id, folded), workflow: wf.map((x) => ({ name: x.name, cat: x.cat })),
     ...epicsOf(base, folded),
   };
@@ -273,7 +284,22 @@ function frameFor(ctx, w) {
   return { w, folded, boards };
 }
 function rowsOfBoard(fr, board, base) {
-  return base.filter((r) => boardIdOf(r, fr.boards, fr.folded, fr.w) === board.id).map((r) => boardRow(board, r, fr.folded));
+  const rows = base.filter((r) => boardIdOf(r, fr.boards, fr.folded, fr.w) === board.id).map((r) => boardRow(board, r, fr.folded));
+  // c3-initiative-lifecycle: what was merged into each row, and the likely duplicates among the active rows of this board.
+  const from = new Map();
+  for (const [id, a] of fr.folded.archives || []) if (a.into) { if (!from.has(a.into)) from.set(a.into, []); from.get(a.into).push(id); }
+  const dups = B.duplicatesOf(rows, fr.folded.notDup);
+  const titles = new Map(base.map((x) => [x.id, x.title]));
+  for (const r of rows) {
+    r.mergedFrom = from.get(r.id) || []; r.dupOf = dups.get(r.id) || null;
+    if (r.archived && r.archived.into) r.archived.intoTitle = titles.get(r.archived.into) || r.archived.into;
+  }
+  return rows;
+}
+/** The archive entry of an initiative, as a page row carries it, or null while it is not archived. */
+function archivedOf(folded, id) {
+  const a = folded && folded.archives && folded.archives.get(id);
+  return a ? { at: a.at, by: actorLib.pageName(a.by || null), reason: a.reason, into: a.into, moved: a.moved } : null;
 }
 
 function readReleases(ctx) {
@@ -414,7 +440,7 @@ const READS = {
   '/api/boards/backlog': (ctx, res, url) => {
     const r = boardRead(ctx, res, url);
     if (!r) return;
-    const q = Object.fromEntries(['q', 'stage', 'status', 'owner', 'horizon', 'anchor', 'cat', 'view', 'sort', 'offset', 'limit', 'me'].map((k) => [k, url.searchParams.get(k)]));
+    const q = Object.fromEntries(['q', 'stage', 'status', 'owner', 'horizon', 'anchor', 'cat', 'view', 'sort', 'offset', 'limit', 'me', 'archived'].map((k) => [k, url.searchParams.get(k)]));
     if (!q.me) q.me = actorLib.PM_SLUG;
     const out = B.filterRows(r.rows, { ...q, stages: r.board.workflow.map((s) => s.name) });
     ctx.json(res, { ok: true, ws: r.w.id, board: r.board.id, ...out });
@@ -446,10 +472,16 @@ const READS = {
     const own = r.fr.boards.find((b) => b.id === boardIdOf(base, r.fr.boards, r.fr.folded, r.w)) || r.board;
     const row = boardRow(own, base, r.fr.folded);
     const F = r.fr.folded;
+    const ownRows = own.id === r.board.id ? r.rows : rowsOfBoard(r.fr, own, r.base);
+    const mine = ownRows.find((x) => x.id === id);
+    row.mergedFrom = mine ? mine.mergedFrom : [];
+    row.dupOf = mine ? mine.dupOf : null;
+    if (row.archived && row.archived.into) row.archived.intoTitle = mine && mine.archived ? mine.archived.intoTitle : row.archived.into;
     const history = [];
     for (const m of F.moves) if (m.id === id) history.push({ kind: m.via === 'move' ? 'move' : m.via, ...pageMove(m) });
     for (const e of F.events) {
       if (e.kind === 'assign' && e.id === id) history.push({ kind: 'assign', at: e.at || null, by: actorLib.pageName(e.by || null), board: e.board || null, to: e.to });
+      if (e.kind === 'ini-archive' && (e.id === id || e.into === id)) history.push({ kind: e.archived === false ? 'restore' : (e.into ? 'merge' : 'archive'), at: e.at || null, by: actorLib.pageName(e.by || null), board: e.board || null, id: e.id, into: e.into || null, reason: e.reason || '' });
       if (e.kind === 'ini-workflow' && e.id === id && Array.isArray(e.stages)) history.push({ kind: 'workflow', at: e.at || null, by: actorLib.pageName(e.by || null), board: e.board || null, template: e.template || null, stages: e.stages.map((x) => x && x.name).filter(Boolean) });
     }
     history.sort((a, b) => String(b.at || '').localeCompare(String(a.at || '')));
@@ -475,8 +507,9 @@ const READS = {
   '/api/boards/items': (ctx, res, url) => {
     const r = boardRead(ctx, res, url);
     if (!r) return;
-    ctx.json(res, { ok: true, ws: r.w.id, board: r.board.id, build: r.board.build, jira: r.board.jira, jiraProjects: r.board.jiraProjects, items: itemsOf(r.w, r.fr, r.board, r.rows),
-      initiatives: r.rows.map((x) => ({ id: x.id, title: x.title, stage: x.stage, cat: x.cat, status: x.status, owner: x.owner, horizon: x.horizon, start: x.start, end: x.end, progress: x.progress, template: x.template, epics: x.epics })) });
+    const live = r.rows.filter((x) => !x.archived);   // an archived initiative leaves every list and timeline (c3-initiative-lifecycle)
+    ctx.json(res, { ok: true, ws: r.w.id, board: r.board.id, build: r.board.build, jira: r.board.jira, jiraProjects: r.board.jiraProjects, items: itemsOf(r.w, r.fr, r.board, live),
+      initiatives: live.map((x) => ({ id: x.id, title: x.title, stage: x.stage, cat: x.cat, status: x.status, owner: x.owner, horizon: x.horizon, start: x.start, end: x.end, progress: x.progress, template: x.template, epics: x.epics })) });
   },
   '/api/boards/sprints': (ctx, res, url) => {
     const r = boardRead(ctx, res, url);
@@ -770,6 +803,86 @@ const WRITES = {
     const t2 = B.taskOf(B.fold(readLedger(ctx, p.w)), t.id);
     ctx.json(res, { ok: true, item: B.rollupItems([B.taskItem(t2)])[0] });
   },
+  '/api/boards/archive': (ctx, res, body, g) => {
+    const p = postFrame(ctx, res, body);
+    if (!p) return;
+    if (typeof body.id !== 'string' || !body.id) return fail(ctx, res, 400, 'id is required');
+    if (typeof body.archived !== 'boolean') return fail(ctx, res, 400, 'archived is true (archive) or false (restore)');
+    if (body.reason != null && body.reason !== '' && !ONE_LINE(body.reason, 300)) return fail(ctx, res, 400, 'reason is one line of at most 300 characters');
+    if (!p.file) return fail(ctx, res, 409, NO_STATE);
+    const base = needRows(ctx, res, p.w);
+    if (!base) return;
+    const b0 = base.find((r) => r.id === body.id);
+    if (!b0 || boardIdOf(b0, p.fr.boards, p.fr.folded, p.w) !== p.board.id) return fail(ctx, res, 404, `no initiative ${body.id} on this board`);
+    const was = p.fr.folded.archives.get(body.id) || null;
+    if (body.archived && was) return fail(ctx, res, 409, `${body.id} is archived already`);
+    if (!body.archived && !was) return fail(ctx, res, 409, `${body.id} is not archived`);
+    if (!body.archived && was.into) {
+      // Undo a merge: the epic links and tasks it moved go back, unless the PM has moved them on since.
+      const F = p.fr.folded;
+      const intoBase = base.find((r) => r.id === was.into);
+      if (was.moved.epics.length && intoBase) {
+        const there = epicsOf(intoBase, F).epics;
+        append(p.file, g.actor, { kind: 'ini-epics', board: p.board.id, id: was.into, epics: there.filter((k) => !was.moved.epics.includes(k)), why: `restore ${body.id}` });
+        const here = epicsOf(b0, F).epics;
+        append(p.file, g.actor, { kind: 'ini-epics', board: p.board.id, id: body.id, epics: [...new Set([...here, ...was.moved.epics])], why: `restore ${body.id}` });
+      }
+      for (const tid of was.moved.tasks) {
+        const t = B.taskOf(F, tid);
+        if (t && t.initiative === was.into) append(p.file, g.actor, { kind: 'task-update', board: t.board, task: tid, initiative: body.id, why: `restore ${body.id}` });
+      }
+    }
+    append(p.file, g.actor, body.archived
+      ? { kind: 'ini-archive', board: p.board.id, id: body.id, archived: true, reason: body.reason ? body.reason.trim() : '' }
+      : { kind: 'ini-archive', board: p.board.id, id: body.id, archived: false });
+    const row = boardRow(p.board, b0, B.fold(readLedger(ctx, p.w)));
+    ctx.json(res, { ok: true, row });
+  },
+  '/api/boards/merge': (ctx, res, body, g) => {
+    const p = postFrame(ctx, res, body);
+    if (!p) return;
+    for (const k of ['id', 'into']) if (typeof body[k] !== 'string' || !body[k]) return fail(ctx, res, 400, `${k} is required`);
+    if (body.id === body.into) return fail(ctx, res, 400, 'an initiative cannot be merged into itself');
+    for (const k of ['epics', 'tasks']) if (body[k] != null && (!Array.isArray(body[k]) || body[k].length > 200 || body[k].some((x) => typeof x !== 'string'))) return fail(ctx, res, 400, `${k} is a list of ids`);
+    if (!p.file) return fail(ctx, res, 409, NO_STATE);
+    const base = needRows(ctx, res, p.w);
+    if (!base) return;
+    const F = p.fr.folded;
+    const on = (id) => { const b = base.find((r) => r.id === id); return b && boardIdOf(b, p.fr.boards, F, p.w) === p.board.id ? b : null; };
+    const src = on(body.id);
+    const dst = on(body.into);
+    if (!src) return fail(ctx, res, 404, `no initiative ${body.id} on this board`);
+    if (!dst) return fail(ctx, res, 404, `no initiative ${body.into} on this board (an initiative merges into one on the same board)`);
+    if (F.archives.has(src.id)) return fail(ctx, res, 409, `${src.id} is archived already`);
+    if (F.archives.has(dst.id)) return fail(ctx, res, 409, `${dst.id} is archived, so nothing can be merged into it`);
+    const srcEpics = epicsOf(src, F).epics;
+    const epics = [...new Set((body.epics || []).map((k) => k.trim().toUpperCase()))];
+    const offE = epics.filter((k) => !srcEpics.includes(k));
+    if (offE.length) return fail(ctx, res, 400, `${offE.join(', ')} ${offE.length === 1 ? 'is' : 'are'} not linked to ${src.id}`);
+    if (epics.length && !p.board.build) return fail(ctx, res, 409, `${p.board.name} has Build and deliver off, so it links no Jira epics`);
+    const tasks = [...new Set(body.tasks || [])];
+    const offT = tasks.filter((t) => { const x = B.taskOf(F, t); return !x || x.initiative !== src.id; });
+    if (offT.length) return fail(ctx, res, 400, `${offT.join(', ')} ${offT.length === 1 ? 'is' : 'are'} not a PMOS task of ${src.id}`);
+    if (epics.length) {
+      append(p.file, g.actor, { kind: 'ini-epics', board: p.board.id, id: dst.id, epics: [...new Set([...epicsOf(dst, F).epics, ...epics])], why: `merge ${src.id}` });
+      append(p.file, g.actor, { kind: 'ini-epics', board: p.board.id, id: src.id, epics: srcEpics.filter((k) => !epics.includes(k)), why: `merge into ${dst.id}` });
+    }
+    for (const t of tasks) append(p.file, g.actor, { kind: 'task-update', board: B.taskOf(F, t).board, task: t, initiative: dst.id, why: `merge into ${dst.id}` });
+    append(p.file, g.actor, { kind: 'ini-archive', board: p.board.id, id: src.id, archived: true, into: dst.id, reason: `Merged into ${dst.title}`, moved: { epics, tasks } });
+    const after = B.fold(readLedger(ctx, p.w));
+    const fr2 = { ...p.fr, folded: after };
+    const rows = rowsOfBoard(fr2, p.board, base);
+    ctx.json(res, { ok: true, row: rows.find((r) => r.id === src.id), into: rows.find((r) => r.id === dst.id) });
+  },
+  '/api/boards/notdup': (ctx, res, body, g) => {
+    const p = postFrame(ctx, res, body);
+    if (!p) return;
+    for (const k of ['id', 'of']) if (typeof body[k] !== 'string' || !body[k]) return fail(ctx, res, 400, `${k} is required`);
+    if (body.id === body.of) return fail(ctx, res, 400, 'id and of are the same initiative');
+    if (!p.file) return fail(ctx, res, 409, NO_STATE);
+    append(p.file, g.actor, { kind: 'ini-notdup', board: p.board.id, id: body.id, of: body.of });
+    ctx.json(res, { ok: true });
+  },
   '/api/boards/asks/decline': (ctx, res, body, g) => {
     const p = postFrame(ctx, res, body);
     if (!p) return;

package/workspace/lib/routes-meeting-focus.js

@@ -64,6 +64,11 @@ function findEvent(events, id, date, by) {
   const onDay = rows.filter((e) => !date || String(e.at || '').slice(0, 10) === date);
   return onDay.find((e) => String(e.id) === id) || onDay[0] || null;
 }
+/** A recording that is not on the calendar (a talk in the corridor): the note stands in for the meeting. It has no end, no people
+ * and no brief, so focus shows what is said, PMOS's notes and Captured, and no topics from an invite. */
+function noteEvent(n) {
+  return { id: 'note:' + n.id, title: n.title || (n.meeting && n.meeting.title) || 'Conversation', at: n.recorded_from || n.created_at, end: null, attendees: [], links: [] };
+}
 function noteFor(runtimeDir, ev, noteId) {
   if (noteId) { const r = notes.read(runtimeDir, String(noteId)); return r.ok ? r.note : null; }
   const hit = notes.findByEvent(runtimeDir, { event_id: String(ev.id), start: ev.at, title: ev.title }) || notes.findByEvent(runtimeDir, { event_id: baseId(ev.id), start: ev.at, title: ev.title });
@@ -138,17 +143,22 @@ function startRun(ctx, key, ev, brief, note, state, topics, now) {
 async function read(q, ctx) {
   const id = String((q && q.event) || '');
   const by = q && q.at ? { at: String(q.at).slice(0, 40), title: String(q.title || '').slice(0, 200) } : null;
-  if ((!id && !by) || id.length > 120) return fail(400, 'event is required');
+  const only = !id && !by && q && q.note ? notes.read(ctx.runtimeDir, String(q.note).slice(0, 120)) : null;   // a recording with no meeting
+  if (only && !only.ok) return fail(404, 'no such note');
+  if ((!id && !by && !only) || id.length > 120) return fail(400, 'event or note is required');
   const date = q && q.date ? String(q.date) : '';
   if (date && !DAY.test(date)) return fail(400, 'date must be YYYY-MM-DD');
   const nowMs = typeof ctx.now === 'function' ? ctx.now() : Date.now();
   let events = [];
-  try { events = typeof ctx.readEvents === 'function' ? ctx.readEvents() : require('./calendar-events.js').readAll(ctx.runtimeDir, { now: nowMs }); } catch { events = []; }
-  const ev = findEvent(events, id, date, by);
+  const om = only && only.note.meeting && only.note.meeting.kind === 'event' && only.note.meeting.event_id ? only.note.meeting : null;   // a note that knows its meeting finds it
+  if (!only || om) { try { events = typeof ctx.readEvents === 'function' ? ctx.readEvents() : require('./calendar-events.js').readAll(ctx.runtimeDir, { now: nowMs }); } catch { events = []; } }
+  const met = om ? findEvent(events, String(om.event_id), date || String(om.start || '').slice(0, 10)) : null;
+  const talk = !!only && !met;
+  const ev = talk ? noteEvent(only.note) : met || findEvent(events, id, date, by);
   if (!ev) return fail(404, 'no such meeting on the calendar');
   const day = date || String(ev.at || '').slice(0, 10);
-  const brief = typeof ctx.briefFor === 'function' ? await ctx.briefFor(ev, day) : await realBrief(ctx, ev, day);
-  const note = noteFor(ctx.runtimeDir, ev, q && q.note);
+  const brief = talk ? null : typeof ctx.briefFor === 'function' ? await ctx.briefFor(ev, day) : await realBrief(ctx, ev, day);
+  const note = only ? only.note : noteFor(ctx.runtimeDir, ev, q && q.note);
   const startMs = Date.parse(ev.at);
   const topics = F.topicsFrom(ev, brief);
   const keys = [keyOf(ev.id), note ? keyOf(note.id) : null];
@@ -168,6 +178,7 @@ async function read(q, ctx) {
   const sessions = note && Array.isArray(note.sessions) && note.sessions.length ? note.sessions : [];
   return { status: 200, body: {
     ok: true, now_ms: nowMs, date: day,
+    talk,
     event: { id: ev.id, title: ev.title, at: ev.at, end: ev.end, attendees: [].concat(ev.attendees || ev.people || []).map((p) => (p && typeof p === 'object' ? p.name || p.id : p)).filter(Boolean).map(String),
       initiative: ev.initiative || null, purpose: ev.purpose || (brief && brief.purpose) || null, links },
     brief: brief || null,
@@ -255,11 +266,12 @@ async function ask(req, body, ctx) {
     let events = [];
     try { events = typeof ctx.readEvents === 'function' ? ctx.readEvents() : require('./calendar-events.js').readAll(ctx.runtimeDir); } catch { events = []; }
     ev = body.event ? findEvent(events, String(body.event), '') : null;
-    if (!ev && k.note && k.note.meeting) ev = { id: k.note.meeting.event_id || k.note.id, title: k.note.meeting.title || k.note.title, at: k.note.meeting.start, end: k.note.meeting.end };
+    if (!ev && k.note && k.note.meeting && k.note.meeting.kind === 'event') ev = { id: k.note.meeting.event_id || k.note.id, title: k.note.meeting.title || k.note.title, at: k.note.meeting.start, end: k.note.meeting.end };
+    else if (!ev && k.note) { ev = noteEvent(k.note); ev.talk = true; }
   }
   if (!ev) return fail(404, 'no such meeting on the calendar');
   const day = String(ev.at || '').slice(0, 10);
-  const brief = typeof ctx.briefFor === 'function' ? await ctx.briefFor(ev, day) : await realBrief(ctx, ev, day);
+  const brief = ev.talk ? null : typeof ctx.briefFor === 'function' ? await ctx.briefFor(ev, day) : await realBrief(ctx, ev, day);
   const topics = F.topicsFrom(ev, brief);
   const keys = [keyOf(ev.id), k.note ? keyOf(k.note.id) : null];
   const startMs = Date.parse(ev.at);

package/workspace/lib/vendor/scripts/workflow-state.js

@@ -1603,7 +1603,8 @@ function readLifecycle(root) {
   for (const r of cachedJsonl(path.join(L.runsDir, 'lifecycle.jsonl'))) {
     if (!r || typeof r.initiative_id !== 'string') continue;
     if (r.state !== 'active' && !STOPPED_STATES.includes(r.state)) continue;
-    latest.set(r.initiative_id, { state: r.state, reason: r.reason || '', pm: r.pm || '', at: r.at || '' });
+    // `back` (c3-initiative-lifecycle): the day an on-hold initiative comes back to the PM, when the hold named one.
+    latest.set(r.initiative_id, { state: r.state, reason: r.reason || '', pm: r.pm || '', at: r.at || '', ...(r.state === 'on-hold' && /^\d{4}-\d{2}-\d{2}$/.test(r.back || '') ? { back: r.back } : {}) });
   }
   return latest;
 }

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.186.0",
+  "version": "0.187.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.186.0",
+      "version": "0.187.0",
       "license": "MIT",
       "dependencies": {
         "@xterm/addon-fit": "^0.11.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.186.0",
+  "version": "0.187.0",
   "private": true,
   "description": "PMOS Terminal Workspace — local companion hosting real PTYs beside the library and gates (D62)",
   "license": "MIT",