create-pmos 0.195.0 → 0.196.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "create-pmos",
-  "version": "0.195.0",
+  "version": "0.196.0",
   "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@06d0bcd
+kernel-source: pmos@7bac547
 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: "2026-10-13T08:29:05Z"}
+generated: {by: process:create-pmos, at: "2026-10-13T09:00:15Z"}
 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: "2026-10-13T08:29:05Z"}
+generated: {by: process:create-pmos, at: "2026-10-13T09:00:15Z"}
 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: "2026-10-13T08:29:05Z"}
+generated: {by: process:create-pmos, at: "2026-10-13T09:00:15Z"}
 status: stable
 ---
 

package/workspace/c3-core-docs-test.js

@@ -49,6 +49,24 @@ const { harness } = require('./c3-ini-harness');
   ok('R3 Issue it says nothing was sent and closes the sheet', await until(async () => /Issued\. Nothing was sent/.test(await toast()) && !(await sheetOpen())));
   ok('R4 the row is up to date and the draft is gone from the waiting list', await until(async () => (await rowState('invest')) === 'ok' && (await st(() => document.querySelectorAll('[data-cd="drafts"] [data-cd-wait]').length)) === 1));
 
+  /* ── a next step on every row (PRD amendment 2026-10-13): the OKRs, the scan and the status report not started ── */
+  await st(() => Promise.all(['okrs', 'scan', 'status'].map((key) => fetch('/api/core-docs/drop', { method: 'POST', body: JSON.stringify({ scope: 'portfolio', key, slot: 'x' }) }))));
+  await page.click('[data-ini="pf-tabs"] [data-ini-tab="overview"]');
+  await until(() => st(() => !!document.querySelector('[data-ini="boards"]')));
+  await page.click('[data-ini="pf-tabs"] [data-ini-tab="docs"]');
+  await settle('[data-cd-row="okrs"][data-cd-st="missing"]');
+  const btn = (sel) => st((x) => { const n = document.querySelector(x); return n ? n.textContent.trim() : ''; }, sel);
+  ok('X1 the OKRs offer Propose them, the scan Run a scan, the status report Set it up', (await btn('[data-cd-draft="okrs"]')) === 'Propose them' && (await btn('[data-cd-go="scan"]')) === 'Run a scan' && (await btn('[data-cd-go="status"]')) === 'Set it up');
+  await page.click('[data-cd-draft="okrs"]');
+  ok('X2 Propose them starts a draft of the OKRs', await waitToast(/PMOS is drafting the okrs and health budgets/));
+  ok('X3 the OKRs row shows "Agent drafting"', await until(async () => (await rowState('okrs')) === 'running'));
+  await page.click('[data-cd-go="scan"]');
+  ok('X4 Run a scan opens the Portfolio Overview, where Horizon scan lives', await until(() => st(() => !!document.querySelector('[data-ini="boards"]') && !document.querySelector('[data-cd="core"]'))));
+  await page.click('[data-ini="pf-tabs"] [data-ini-tab="docs"]');
+  await settle('[data-cd-go="status"]');
+  await page.click('[data-cd-go="status"]');
+  ok('X5 Set it up opens Reports', await until(() => st(() => { const t = document.querySelector('[data-c3-tab="rep"]'); return !!t && t.getAttribute('aria-selected') === 'true'; })));
+
   /* ── a board: IDPF ── */
   await open('board:idpf:docs');
   await settle('[data-cd="core"]');

package/workspace/guide/core-documents.md

@@ -29,11 +29,19 @@ Risks are written once, on the initiative. Board risks and cross-board risks col
 | Due | The cadence passed, or the current stage needs the document and it is not there. |
 | Draft ready | PMOS drafted it. It waits for you. |
 | Not started | Nothing is there, and the level needs it now. |
+| None yet | Nothing is there yet, and this fills as the work goes: the decision log, kill conditions, market and user context. |
 | Comes later | The initiative has not reached the stage that needs it. |
 | Stale | It was issued before a change it depends on: a stage move (initiative risks, launch checklist, status update), a newer risk list or outcome review (rolled-up documents), or a change to the board settings (board charter). |
 
 A row with no source and no document is "Not started" and has no date. PMOS does not guess a date or a warning.
 
+A row that is not started always has a next step:
+
+- **Draft it**: PMOS drafts a document it keeps itself.
+- **Propose them** (OKRs and health budgets): with no OKR files, PMOS drafts proposed key results and health budgets for you to review and issue. Once OKR files exist, they are the source.
+- **Run a scan** (Horizon scan reports): opens the Portfolio Overview at Horizon scan, where Scan now is.
+- **Set it up** (status reports): opens Reports, where you set up the report.
+
 ## How PMOS drafts a document
 
 - **When you ask.** Press **Draft it** on a row, or **Ask PMOS to change it** on a draft. PMOS starts one background run. The run reads the sources of that document and writes one draft. It has no tool that sends, posts or edits.

package/workspace/guide/initiative-boards.md

@@ -105,9 +105,10 @@ Each level has a set of core documents. A level answers one question for one rea
 - **Board:** the **Docs** tab starts with the core documents. The sprint review and the release notes show only when Build and deliver is on. The documents linked to the board follow under **Other documents**.
 - **Initiative:** the **Docs** tab has one section for each of Discover, Plan, Do and Learn. The current section lists its documents. A finished section, or one not reached yet, folds to one line.
 
-Each row shows what the document is for, its state, how often it changes, who reads it and who writes it. The states are Up to date, Due, Draft ready, Not started, Out of date and Comes later. Press a row to open the document, the tab, the stage tool or Reports that holds it.
+Each row shows what the document is for, its state, how often it changes, who reads it and who writes it. The states are Up to date, Due, Draft ready, Not started, None yet, Out of date and Comes later. Press a row to open the document, the tab, the stage tool or Reports that holds it.
 
 - **Draft it:** on a document that is not started, PMOS drafts it. The row shows "Agent drafting" until the draft is ready.
+- **Propose them, Run a scan, Set it up:** a row read from its own source offers the step that makes that source: OKRs are proposed as a draft, Horizon scan opens Scan now, and a status report opens Reports.
 - **Review the draft:** opens the draft in the document sheet. Above the draft, **Issue it** makes the draft the current document. **Ask PMOS to change it** asks for a new draft. PMOS sends nothing to anyone.
 - The Briefing shows one row for each level that has drafts waiting. Press the row to open that Docs view.
 

package/workspace/lib/core-docs.js

@@ -46,11 +46,11 @@ const LEVEL = Object.freeze({
   initiative: Object.freeze({ question: 'What are we building, why, and did it work?', reader: 'the PM, the builders and the reviewers', rhythm: 'at each stage' }),
 });
 
-const e = (level, o) => Object.freeze({ level, reader: null, cadence: null, build: false, cat: null, isNew: false, days: null, rollup: null, tool: null, ...o });
+const e = (level, o) => Object.freeze({ level, reader: null, cadence: null, build: false, cat: null, isNew: false, days: null, rollup: null, tool: null, store: false, ...o });
 const SETS = Object.freeze({
   portfolio: Object.freeze([
     e('portfolio', { key: 'strategy', title: 'Product strategy', ic: 'target', for: 'Vision, where we play and what we will not do. Every board and key result traces to it.', reader: 'Leadership, every PM', cadence: 'Yearly, reviewed each quarter', by: 'you', kind: 'doc', days: 91, isNew: true }),
-    e('portfolio', { key: 'okrs', title: 'OKRs and health budgets', ic: 'flag', for: 'The key results initiatives anchor to, and the budgets maintenance work runs on.', reader: 'Leadership, PMs', cadence: 'Quarterly', by: 'proposes', kind: 'derived' }),
+    e('portfolio', { key: 'okrs', title: 'OKRs and health budgets', ic: 'flag', for: 'The key results initiatives anchor to, and the budgets maintenance work runs on.', reader: 'Leadership, PMs', cadence: 'Quarterly', by: 'proposes', kind: 'derived', store: true, days: 91 }),
     e('portfolio', { key: 'roadmap', title: 'Portfolio roadmap', ic: 'cal', for: 'Bets by quarter (Now, Next, Later) and the key result each serves. A sendable copy of the Roadmap.', reader: 'Leadership, stakeholders', cadence: 'Monthly', by: 'drafts', kind: 'doc', days: 30 }),
     e('portfolio', { key: 'invest', title: 'Investment mix', ic: 'cols', for: 'Where the effort goes: by board, by key result, and feature work against upkeep.', reader: 'Leadership', cadence: 'Quarterly', by: 'drafts', kind: 'doc', days: 91, isNew: true }),
     e('portfolio', { key: 'scan', title: 'Horizon scan reports', ic: 'search', for: 'Benchmark, competitive, insight and productivity reports, each with proposals.', reader: 'PMs, leadership', cadence: 'Weekly scan', by: 'drafts', kind: 'derived' }),
@@ -120,6 +120,10 @@ const levelOfScope = (scope) => { const p = parseScope(scope); return p ? p.leve
 const scopeDir = (scope) => String(scope).replace(':', '-');
 /** A doc entry PMOS may draft: kind doc, and not one the PM writes. */
 const draftable = (entry) => !!entry && entry.kind === 'doc' && entry.by !== 'you';
+/** A derived entry with `store` (the OKRs) is read from its own source, and PMOS may propose it as a core document while that source is absent. */
+const storable = (entry) => !!entry && (entry.kind === 'doc' || !!entry.store);
+/** A derived entry that fills as the work goes: with no source yet it is "none", not missing (portfolio and board only). */
+const FILLS = Object.freeze(['files', 'watches', 'keeps']);
 
 /** The entries of one level. `build`: the board has Build and deliver; `wfTpl`: the initiative's workflow template; `has(key)`: the
  * initiative already has that document (a build-only entry it has stays). */
@@ -189,6 +193,8 @@ function sourceState(entry, facts) {
     return { ...out, st: 'ok', when, due: src.next || null, open };
   }
   // derived
+  if (!src && entry.store) return docState(entry, facts);
+  if (!src && entry.level !== 'initiative' && FILLS.includes(entry.by)) return { ...out, st: 'none' };
   if (!src) return { ...out, st: absent(entry, facts), open: entry.tool && entry.level === 'initiative' && catState(entry, facts) !== 'later' ? { tool: entry.tool } : null };
   const res = { ...out, st: src.st || 'ok', when: src.when || null, due: src.due || null, flag: src.flag || null, open: src.open || null };
   if (entry.level === 'initiative' && STALE_ON_MOVE.includes(entry.key) && src.atMs != null && facts.movedAt != null && facts.movedAt > src.atMs) {
@@ -254,7 +260,7 @@ function checkEntry(scope, key) {
   if (!p) return refuse(400, 'scope must be portfolio, board:<id> or initiative:<id>');
   const entry = entryOf(p.level, key);
   if (!entry) return refuse(400, `key must be one of ${SETS[p.level].map((x) => x.key).join(', ')} for the ${p.level} level`);
-  if (entry.kind !== 'doc') return refuse(400, `${entry.title} is not a document PMOS keeps here: it is read from its own source`);
+  if (!storable(entry)) return refuse(400, `${entry.title} is not a document PMOS keeps here: it is read from its own source`);
   return { ok: true, entry, level: p.level, id: p.id };
 }
 const scopeLabel = (scope, label) => { const p = parseScope(scope); return !p ? String(scope) : p.level === 'portfolio' ? 'Portfolio' : (label || p.id); };
@@ -562,6 +568,17 @@ function gather(ctx, w, { level, board: boardId, id, now = Date.now() } = {}) {
   return { ok: true, facts: { level, scope: `initiative:${id}`, now, store, row, board: { id: board.id, name: board.name, build: !!board.build }, list } };
 }
 
+/** The next step of a row that is not started: draft it, propose it, or go where its source is made. Null otherwise. */
+function actOf(entry, st) {
+  if (st === 'stale' && draftable(entry)) return { label: 'Draft it', do: 'draft' };
+  if (st !== 'missing') return null;
+  if (draftable(entry)) return { label: 'Draft it', do: 'draft' };
+  if (entry.store && entry.by !== 'you') return { label: 'Propose them', do: 'draft' };
+  if (entry.key === 'scan') return { label: 'Run a scan', go: 'scan' };
+  if (entry.kind === 'report' && entry.level !== 'initiative') return { label: 'Set it up', go: 'reports' };
+  return null;
+}
+
 /** The GET body. `running(scope, key)` → true while a core-doc run drafts that entry. */
 function answer(facts, { running = () => false } = {}) {
   const L = LEVEL[facts.level];
@@ -569,7 +586,7 @@ function answer(facts, { running = () => false } = {}) {
   const docs = list.map(({ entry: x, st, when, due, flag, staleWhy, open, draft }) => ({
     key: x.key, title: x.title, ic: x.ic, for: x.for, reader: x.reader, cadence: x.cadence, by: x.by, kind: x.kind, cat: x.cat, isNew: !!x.isNew,
     st, when: when || null, due: due || null, flag: flag || null, staleWhy: staleWhy || null, open: open || null, draft: draft || null,
-    running: !!running(facts.scope, x.key),
+    act: actOf(x, st), running: !!running(facts.scope, x.key),
   }));
   const ini = facts.level === 'initiative';
   return {
@@ -628,6 +645,8 @@ const GUIDE = Object.freeze({
     sections: ['Headline (points committed and finished, as a percentage)', 'Finished', 'Carried over (a table: Item, Points, Why)', 'For the next sprint'] },
   retro: { sources: ['The learnings of the closed initiatives on this board (the stage tools)', 'Their issued outcome reviews: <state>/core-docs/initiative-<id>/outcome/', 'The issued sprint reviews: <state>/core-docs/board-<id>/sprint/'],
     sections: ['Patterns (each with the initiatives it comes from)', 'Keep, change, try (a table)'] },
+  okrs: { sources: ['The product strategy, if one is issued: <state>/core-docs/portfolio/strategy/', 'The boards and their initiatives with their anchors (`pmos board`)', 'planning/okrs/health-budgets.md, if any', 'The KR metric records and their readings (planning/records/kr-metrics.jsonl, `pmos measure`), if any'],
+    sections: ['A short line: these are proposals for the PM to change, keep or drop', 'Objectives, each with two to four key results (a table: Key result, Metric, Now, Target, Initiatives that serve it); write "not known" where no reading exists', 'Health budgets for upkeep work (a table: Budget, What it covers, Limit)', 'Initiatives with no key result to anchor to, if any'] },
   risks: { sources: ['The initiative record and every file it names (PRD, design, rubric)', 'The Jira snapshot of the initiative, if any (blocked and late tickets)', 'Meeting notes and requirement notes that name the initiative'],
     sections: ['A table: Risk, Impact (High, Medium, Low), Likelihood, Next step, Owner, Since', 'Waits on other boards, if any'] },
   outcome: { sources: ['The key result readings since the release (`pmos measure` records)', 'The release that shipped it (the releases ledger)', 'The initiative bet, its kill conditions and its learnings (the stage tools)', 'Support tickets and notes that name it, if any'],
@@ -669,7 +688,7 @@ function runPrompt(entry, scope, { today, label } = {}) {
 
 module.exports = {
   LEDGER, DIR, LEVELS, LEVEL, SETS, CATS, KINDS, EVENTS, BY, RESEARCH_KEEP, BUILD_ONLY_INI, STALE_ON_MOVE, ID_RE, SLOT_RE, GUIDE,
-  entryOf, parseScope, levelOfScope, scopeDir, scopeLabel, draftable, setFor, stateOf, summaryOf, localDay, addDays,
+  entryOf, parseScope, levelOfScope, scopeDir, scopeLabel, draftable, storable, actOf, FILLS, setFor, stateOf, summaryOf, localDay, addDays,
   ledgerFile, readLines, append, fold, storeOf, checkEntry, writeDraft, issue, drop, frontmatterOf,
   gather, answer, initiativeDocs, initiativeSet, driverLists, runPrompt,
 };

package/workspace/lib/coredoc-cli.js

@@ -22,7 +22,7 @@ const USAGE = [
   'usage: pmos coredoc write — the core documents of a portfolio, a board or an initiative',
   '  pmos coredoc write --scope <portfolio|board:<id>|initiative:<id>> --key <key> --file <path|->',
   '      Write ONE draft of a core document (the markdown from the file, or standard input with -). It waits for the PM, who issues it.',
-  '      Keys: ' + CD.LEVELS.map((l) => `${l}: ${CD.SETS[l].filter((x) => x.kind === 'doc').map((x) => x.key).join(', ')}`).join(' · '),
+  '      Keys: ' + CD.LEVELS.map((l) => `${l}: ${CD.SETS[l].filter(CD.storable).map((x) => x.key).join(', ')}`).join(' · '),
   '  every command: [--json] [--root <dir>]. Nothing is sent.',
 ];
 const BOOL = new Set(['json', 'help']);

package/workspace/lib/routes-core-docs.js

@@ -151,7 +151,7 @@ async function handle(req, res, url, ctx) {
   if (sub === 'draft') {
     const r = resolve(ctx, w, scope, key, now);
     if (!r.ok) return send(bad(r.status || 400, r.error));
-    if (r.entry.kind !== 'doc') return send(bad(400, `${r.entry.title} is read from its own source; there is nothing to draft here`));
+    if (!CD.storable(r.entry)) return send(bad(400, `${r.entry.title} is read from its own source; there is nothing to draft here`));
     if (r.entry.by === 'you') return send(bad(400, `You write the ${r.entry.title.toLowerCase()}. PMOS only checks it`));
     if (r.level === 'board' && r.entry.build && !r.facts.board.build) return send(bad(400, `${r.entry.title} is only for a board with Build and deliver`));
     if (r.level === 'initiative' && !r.facts.list.some((x) => x.entry.key === key)) return send(bad(400, `${r.entry.title} is not in this initiative's set`));

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.195.0",
+  "version": "0.196.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.195.0",
+      "version": "0.196.0",
       "license": "MIT",
       "dependencies": {
         "@xterm/addon-fit": "^0.11.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.195.0",
+  "version": "0.196.0",
   "private": true,
   "description": "PMOS Terminal Workspace — local companion hosting real PTYs beside the library and gates (D62)",
   "license": "MIT",

package/workspace/public/pm/c3-core-docs.js

@@ -7,10 +7,10 @@
  * The server holds the sets, the states and the drafts; this file draws them and holds nothing.
  *
  *   coreDocs(env)    -> { left, right, dispose }   two hosts to put in the columns of cols(): the sections and the cards. env =
- *                      { api, level, board?, id?, ws, today, toast, nav: { tab(tab), tool(tool), reports() }, boardRow?, iniDocs?: { docs, initiatives } }
+ *                      { api, level, board?, id?, ws, today, toast, nav: { tab(tab), tool(tool), reports(), scan()? }, boardRow?, iniDocs?: { docs, initiatives } }
  *   needsLoc(row)    -> the `init=` address of the Docs view a Briefing row (kind core-doc-drafts) opens
  *   segBadge(n)      the count badge of the Portfolio's Documents segment
- * A press on a row opens `open`: { path } the document sheet, { tab } the board tab, { tool } the initiative's Overview tool, { reports } Reports.
+ * A press on a row opens `open`: { path } the document sheet, { tab } the board tab, { tool } the initiative's Overview tool, { reports } Reports. A row not started carries `act`: { do: 'draft' } (Draft it, Propose them) or { go: 'scan' | 'reports' } (Run a scan, Set it up).
  * Review the draft opens the draft in the document sheet. The sheet holds the actions: a panel above the draft (docAbove, the sheet's own hook)
  * with Issue it and Ask PMOS to change it, which asks for a new draft. Nothing is sent to anyone; the PM's press issues it. */
 import { el } from './dom.js';
@@ -91,6 +91,7 @@ function stChip(d) {
     case 'draft': return el('span', { class: 'st cd-ag', ...a }, icon('spark', 'sm'), 'Draft ready' + (d.due ? ', due ' + day(d.due) : ''));
     case 'missing': return st('bad', 'alert', 'Not started', a);
     case 'stale': return st('warn', 'clock', 'Out of date', a);
+    case 'none': return el('span', { class: 'chip2 dim', ...a }, 'None yet');
     default: return el('span', { class: 'chip2 dim', ...a }, 'Comes later');
   }
 }
@@ -140,7 +141,8 @@ function coreRow(env, d, redraw) {
     d.flag ? st('warn', 'alert', d.flag) : null, d.staleWhy && d.st === 'stale' ? chip(d.staleWhy) : null];
   let action = null;
   if (!d.running && d.st === 'draft') action = pbtn('primary', 'Review the draft', 'spark', { 'data-cd-review': d.key, onclick: review(env, d, redraw) });
-  else if (!d.running && d.kind === 'doc' && d.by !== 'you' && (d.st === 'missing' || d.st === 'stale')) action = pbtn('outline', 'Draft it', 'spark', { 'data-cd-draft': d.key, onclick: () => draftIt(env, d, redraw) });
+  else if (!d.running && d.act && d.act.do === 'draft') action = pbtn('outline', d.act.label, 'spark', { 'data-cd-draft': d.key, onclick: () => draftIt(env, d, redraw) });
+  else if (!d.running && d.act && d.act.go && env.nav[d.act.go]) action = pbtn('outline', d.act.label, d.act.go === 'scan' ? 'search' : 'report', { 'data-cd-go': d.key, onclick: () => env.nav[d.act.go]() });
   return nrow({ ic: d.ic || 'doc', hot: isAgent(d) || d.st === 'missing', title: [d.title, d.isNew ? [' ', tag('new')] : null], onOpen: open || undefined, openLabel: open ? 'Open ' + d.title : undefined,
     titleAttrs: { 'data-cd-open': d.key }, sub: d['for'] || '',
     chips: [stChip(d), d.cadence ? chip(icon('cal', 'sm'), d.cadence) : null, d.reader ? chip(icon('user', 'sm'), d.reader) : null, byChip(d.by), ...meta],

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

@@ -20,7 +20,7 @@ const RHYTHM = { portfolio: 'each quarter, with a monthly pulse', board: 'every
 /* the core sets: key, title, ic, for, reader, cadence, by, kind (doc | live | report), cat, isNew, state, when, due, flag, home */
 const PF = [
   { key: 'strategy', title: 'Product strategy', ic: 'target', for: 'Vision, where we play and what we will not do. Every board and key result traces to it.', reader: 'Leadership, every PM', cadence: 'Yearly, reviewed each quarter', by: 'you', st: 'ok', w: -9, flag: '2 key results do not trace to it', isNew: true },
-  { key: 'okrs', title: 'OKRs and health budgets', ic: 'flag', for: 'The key results initiatives anchor to, and the budgets maintenance work runs on.', reader: 'Leadership, PMs', cadence: 'Quarterly', by: 'proposes', st: 'ok', w: -12 },
+  { key: 'okrs', title: 'OKRs and health budgets', ic: 'flag', for: 'The key results initiatives anchor to, and the budgets maintenance work runs on.', reader: 'Leadership, PMs', cadence: 'Quarterly', by: 'proposes', st: 'ok', w: -12, kind: 'derived', store: true },
   { key: 'roadmap', title: 'Portfolio roadmap', ic: 'cal', for: 'Bets by quarter (Now, Next, Later) and the key result each serves. A sendable copy of the Roadmap.', reader: 'Leadership, stakeholders', cadence: 'Monthly', by: 'drafts', st: 'draft', w: 0, due: 4 },
   { key: 'invest', title: 'Investment mix', ic: 'cols', for: 'Where the effort goes: by board, by key result, and feature work against upkeep.', reader: 'Leadership', cadence: 'Quarterly', by: 'drafts', st: 'draft', w: 0, due: 4, isNew: true },
   { key: 'scan', title: 'Horizon scan reports', ic: 'search', for: 'Benchmark, competitive, insight and productivity reports, each with proposals.', reader: 'PMs, leadership', cadence: 'Weekly scan', by: 'drafts', st: 'ok', w: -1, kind: 'report' },
@@ -99,6 +99,16 @@ function iniInfo(id) {
   return { id, board: r.board, stage: r.stage, cat: stage.cat || 'Plan', wfTpl: r.template || (b && b.template) || 'product' };
 }
 
+/** The next step of a row not started, as lib/core-docs.js actOf. */
+function actOf(e, stt) {
+  const kind = e.kind || 'doc';
+  if (kind === 'doc' && e.by !== 'you' && (stt === 'missing' || stt === 'stale')) return { label: 'Draft it', do: 'draft' };
+  if (stt !== 'missing') return null;
+  if (e.store && e.by !== 'you') return { label: 'Propose them', do: 'draft' };
+  if (e.key === 'scan') return { label: 'Run a scan', go: 'scan' };
+  if (kind === 'report' && !e.cat) return { label: 'Set it up', go: 'reports' };
+  return null;
+}
 function entryOf(scope, e, base) {
   const o = OV.get(ovKey(scope, e.key)) || {};
   const stt = o.st || base.st;
@@ -109,7 +119,7 @@ function entryOf(scope, e, base) {
   else if (stt === 'draft') open = { path: draft.path };
   else if (stt === 'ok' || stt === 'due' || stt === 'stale') open = when ? { path: pathOf(scope, e.key, when) } : null;
   return { key: e.key, title: e.title, ic: e.ic, for: e.for, reader: e.reader || null, cadence: e.cadence || null, by: e.by, kind: e.kind || 'doc', cat: e.cat || null, isNew: !!e.isNew,
-    st: stt, when: when || null, due: base.due != null ? (typeof base.due === 'number' ? ymd(base.due) : base.due) : null, flag: o.st ? null : base.flag || null, staleWhy: null, open, draft, running: !!o.running };
+    st: stt, when: when || null, due: base.due != null ? (typeof base.due === 'number' ? ymd(base.due) : base.due) : null, flag: o.st ? null : base.flag || null, staleWhy: null, open, draft, act: actOf(e, stt), running: !!o.running };
 }
 const summaryOf = (docs) => { const n = (s) => docs.filter((d) => d.st === s).length; return { draft: n('draft'), due: n('due'), missing: n('missing'), stale: n('stale') }; };
 

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

@@ -248,7 +248,9 @@ export function mountInitiatives(pane, opts) {
     const total = boards.reduce((n, b) => n + ((b.counts || {}).total || 0), 0);
     const badge = segBadge(0);
     const lhHost = el('div', { class: 'cd-host' });
-    const cd = coreDocs({ api: pageApi, level: 'portfolio', ws: opts.ws || (boards[0] && boards[0].ws) || '', today: P.today, toast, nav: { reports: () => (opts.showTab || (() => {}))('rep'), tab: () => {}, tool: () => {} },
+    const cd = coreDocs({ api: pageApi, level: 'portfolio', ws: opts.ws || (boards[0] && boards[0].ws) || '', today: P.today, toast, nav: { reports: () => (opts.showTab || (() => {}))('rep'), tab: () => {}, tool: () => {},
+        // Run a scan: the Horizon scan section, with Scan now, lives on the Portfolio Overview.
+        scan: () => { go({ view: 'portfolio' }); setTimeout(() => { const h = root.querySelector('[data-scan-setup]'); if (h && h.scrollIntoView) h.scrollIntoView({ block: 'start' }); }, 400); } },
       onData: (r) => { setBadge(badge, r); put(lhHost, lh('doc', 'Portfolio documents', PORTFOLIO + ': the documents leadership reads to judge the bets. ' + (r.docs.filter((d) => d.st === 'draft').length ? plural(r.docs.filter((d) => d.st === 'draft').length, 'draft') + ' to review, ' : '') + r.docs.filter((d) => d.st === 'due').length + ' due.')); } });
     P.dispose = () => cd.dispose();
     put(root, pathCrumbs(null, null, el('div', { class: 'chips2' }, mono(plural(boards.length, 'board') + ' · ' + plural(total, 'initiative') + ' · ' + plural(asks, 'new ask')), pbtn('primary', 'New board', 'plus', { 'data-ini': 'new-board', onclick: () => openNewBoard() }))),