create-pmos 0.212.0 → 0.213.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "create-pmos",
-  "version": "0.212.0",
+  "version": "0.213.0",
   "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@316d11d
+kernel-source: pmos@4425c43
 assembled: 2026-10-14
 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: "2026-10-14T02:50:31Z"}
+generated: {by: process:create-pmos, at: "2026-10-14T03:05:22Z"}
 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: "2026-10-14T02:50:31Z"}
+generated: {by: process:create-pmos, at: "2026-10-14T03:05:22Z"}
 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: "2026-10-14T02:50:31Z"}
+generated: {by: process:create-pmos, at: "2026-10-14T03:05:22Z"}
 status: stable
 ---
 

package/workspace/c3-ini-life-test.js

@@ -155,7 +155,7 @@ const { harness } = require('./c3-ini-harness');
   ok('P1 an on-hold initiative: the banner with the reason and the check-back day, Resume and Cancel', /On hold since/.test(ban) && /Q1 budget/.test(ban) && /Check back/.test(ban) && /Resume/.test(ban), ban);
   await page.click('[data-il-menu="IDPF-152"]');
   const pm = await st(() => [...document.querySelectorAll('[data-ini="menu"] .ini-mlbl')].map((n) => n.textContent).join(','));
-  ok('P2 the page "…" menu holds Status and Tidy up', pm === 'Status,Tidy up' && await st(() => !!document.querySelector('[data-ini="menu"] [data-il-resume]')), pm);
+  ok('P2 the page "…" menu holds This initiative, Status and Tidy up', pm === 'This initiative,Status,Tidy up' && await st(() => !!document.querySelector('[data-ini="menu"] [data-il-resume]')), pm);
   await page.keyboard.press('Escape');
   await page.click('[data-il="banner"] [data-il-resume]');
   await until(async () => ((await row('IDPF-152')) || {}).status === 'on track');

package/workspace/c3-initiatives-test.js

@@ -121,11 +121,15 @@ const { harness } = require('./c3-ini-harness');
 
   /* ── an initiative: tools, stepper, workflow editor ── */
   await open('ini:idpf:IDPF-07:overview');
-  const strip = await st(() => [...document.querySelectorAll('[data-ini="tools"] [data-ini-tool]')].map((b) => b.dataset.iniTool).join(','));
-  ok('I1 the tools strip shows the tools of the current stage (Plan: RICE, PRD, Done-criteria, ...)', /^rice,prd,rubric/.test(strip), strip);
-  await page.click('[data-ini="more-tools"]');
-  const more = await until(() => st(() => document.querySelectorAll('[data-ini="menu"] [data-ini-moretool]').length));
-  ok('I2 More tools lists the tools of the other stages, grouped by stage', more > 3 && /Discover/.test(await st(() => document.querySelector('[data-ini="menu"]').textContent)), String(more));
+  const head = await st(() => { const p = document.querySelector('[data-ini-page]'); const c = document.querySelector('[data-ini="crumbs"]').parentElement;
+    return { title: !!p.querySelector(':scope > .lh'), dash: [...c.querySelectorAll('button')].some((b) => b.textContent.trim() === 'Dashboard'), tag: /Jira not set|Jira · |PMOS tasks only/.test(p.textContent.split('Overview')[0]),
+      status: !!c.querySelector('[data-ini="ini-chips"]'), gear: !!document.querySelector('[data-ini="stepper"]').parentElement.querySelector('[data-ini="edit-workflow"]') }; });
+  ok('H1 the header is the breadcrumb row with the status, and the stepper row with the gear; no title row, Dashboard button or Jira tag', !head.title && !head.dash && !head.tag && head.status && head.gear, JSON.stringify(head));
+  await page.click('[data-ini="tools"]');
+  const strip = await until(() => st(() => { const m = document.querySelector('[data-ini="menu"]'); return m && [...m.querySelectorAll('[data-ini-tool]')].map((b) => b.dataset.iniTool).join(','); }));
+  ok('I1 Tools lists the tools of the current stage first (Plan: RICE, PRD, Done-criteria, ...)', /^rice,prd,rubric/.test(strip) && (await st(() => document.querySelector('[data-ini="menu"] .ini-mlbl').textContent)) === 'For Plan', strip);
+  const more = await st(() => document.querySelectorAll('[data-ini="menu"] [data-ini-moretool]').length);
+  ok('I2 then the tools of the other stages, grouped by stage', more > 3 && /Discover/.test(await st(() => document.querySelector('[data-ini="menu"]').textContent)), String(more));
   await page.keyboard.press('Escape');
   ok('I3 Escape closes the menu', await until(() => st(() => !document.querySelector('[data-ini="menu"]'))));
   await page.click('[data-ini-step="Build & Deliver"]');
@@ -150,8 +154,9 @@ const { harness } = require('./c3-ini-harness');
   ok('W4 the initiative now runs Research only and moved to Plan; other initiatives keep theirs', r07.stage === 'Plan' && r07.wf === 'Discover,Plan,Evaluate'
     && await store(() => !window.__c3boards.rows.find((r) => r.id === 'IDPF-12').template), JSON.stringify(r07));
 
-  /* ── Jira epics of an initiative (jira-epic-items) ── */
-  await page.click('[data-ini="jira-epics"]');
+  /* ── Jira epics of an initiative (jira-epic-items): in the page "…" menu ── */
+  await page.click('[data-il-menu="IDPF-07"]');
+  await page.click('[data-ini="menu"] [data-ini="jira-epics"]');
   await until(() => st(() => !!document.querySelector('[data-ini="epics-input"]')));
   await page.fill('[data-ini="epics-input"]', 'IDPF-900, XX-1');
   await page.click('[data-ini="epics-save"]');
@@ -160,8 +165,11 @@ const { harness } = require('./c3-ini-harness');
   await page.fill('[data-ini="epics-input"]', 'idpf-900, idpf-901');
   await page.click('[data-ini="epics-save"]');
   await until(() => store(() => (window.__c3boards.rows.find((r) => r.id === 'IDPF-07').epics || []).length === 2));
-  const epChip = await until(() => st(() => { const c = document.querySelector('[data-ini="jira-epics"]'); return c && /Jira epics IDPF-900, IDPF-901/.test(c.textContent) && c.textContent; }));
-  ok('E2 the epics are saved upper-cased, and the initiative header names them', !!epChip, epChip);
+  await until(() => st(() => !document.querySelector('[data-ini="epics-input"]')));
+  await page.click('[data-il-menu="IDPF-07"]');
+  const epChip = await until(() => st(() => { const c = document.querySelector('[data-ini="menu"] [data-ini="jira-epics"]'); return c && /Jira epics IDPF-900, IDPF-901/.test(c.textContent) && c.textContent; }));
+  ok('E2 the epics are saved upper-cased, and the page menu names them', !!epChip, epChip);
+  await page.keyboard.press('Escape');
 
   /* ── phone width ── */
   await page.setViewportSize({ width: 400, height: 860 });

package/workspace/guide/initiative-boards.md

@@ -2,7 +2,7 @@
 type: Guide
 title: "Initiatives on the console: Portfolio, boards and workflows"
 description: "How to use the Initiatives tab of the console page (/): the Portfolio of boards, a board and its nine tabs, an initiative with its own workflow and stage records, and the Build and deliver setting."
-timestamp: 2026-10-13
+timestamp: 2026-10-14
 ---
 
 # Initiatives on the console: Portfolio, boards and workflows
@@ -86,9 +86,9 @@ Press the gear in the board header to open the board settings.
 
 ## An initiative
 
-Each initiative has its own workflow, picked from a template: for example Product, Quick fix, Research only, or Content and launch. The stepper shows the stages of that workflow. Press a stage to move the initiative there. The move is your decision, so nothing blocks it. An order rule shows as a warning chip, for example "Skipped Plan" or "No spec yet". Press **Workflow** to change the template or edit the stages. When you remove a stage that holds the initiative, the editor asks where it goes.
+Each initiative has its own workflow, picked from a template: for example Product, Quick fix, Research only, or Content and launch. The stepper shows the stages of that workflow. Press a stage to move the initiative there. The move is your decision, so nothing blocks it. An order rule shows as a warning chip next to the status, at the right of the breadcrumb, for example "Skipped Plan" or "No spec yet". Press the gear next to the stepper to change the template or edit the stages. When you remove a stage that holds the initiative, the editor asks where it goes.
 
-Under the stepper are the tools of the current stage. **More tools** lists the tools of the other stages. The tabs are **Overview**, **Breakdown**, **Docs**, **Tickets**, **Timeline** and **History**.
+Press **Tools**, at the right of the stepper, to open a tool. The menu lists the tools of the current stage first, then the tools of the other stages. The **…** menu at the right of the breadcrumb opens the Dashboard and the Jira epics of the initiative, and holds Status and Tidy up. The tabs are **Overview**, **Breakdown**, **Docs**, **Tickets**, **Timeline** and **History**.
 
 The **Overview** shows the stage records of the current stage:
 

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.212.0",
+  "version": "0.213.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.212.0",
+      "version": "0.213.0",
       "license": "MIT",
       "dependencies": {
         "@xterm/addon-fit": "^0.11.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.212.0",
+  "version": "0.213.0",
   "private": true,
   "description": "PMOS Terminal Workspace — local companion hosting real PTYs beside the library and gates (D62)",
   "license": "MIT",

package/workspace/public/pm/c3-ini-life.js

@@ -7,7 +7,7 @@
  * after moving its Jira epic links and PMOS tasks.
  *
  *   rowMenu(anchor, L, r)         the row's "…" menu: Move to a stage, Status, Tidy up
- *   pageMenu(anchor, L, r)        the initiative page's "…" menu: Status and Tidy up
+ *   pageMenu(anchor, L, r, own)   the initiative page's "…" menu: the page's own items, Status and Tidy up
  *   lifeBanner(L, r)              the page banner of an on-hold, cancelled or archived initiative, or null
  *   lifeChips(r) · archivedChips(r) · dupChip(L, r)   the chips a row shows
  *   restoreBtn(L, r)              Restore, or Undo merge
@@ -329,9 +329,9 @@ export function rowMenu(anchor, L, r, onMove) {
     ...(status.length ? [{ group: 'Status' }, ...status] : []),
     { group: 'Tidy up' }, ...tidyItems(L, r)] });
 }
-export function pageMenu(anchor, L, r) {
+export function pageMenu(anchor, L, r, own) {
   const status = statusItems(L, r);
-  openMenu(anchor, { label: 'Actions for ' + r.id, items: [...(status.length ? [{ group: 'Status' }, ...status] : []), { group: 'Tidy up' }, ...tidyItems(L, r)] });
+  openMenu(anchor, { label: 'Actions for ' + r.id, items: [...(own && own.length ? [{ group: 'This initiative' }, ...own] : []), ...(status.length ? [{ group: 'Status' }, ...status] : []), { group: 'Tidy up' }, ...tidyItems(L, r)] });
 }
 
 /* ── chips and the banner ── */

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

@@ -738,20 +738,21 @@ export function mountInitiatives(pane, opts) {
     const ctxI = makeCtx(bb, { row, history, tools, toolsByCat, tab, tool: P.loc.tool || '' });
     const items = await loadItems(ctxI);
     if (token !== P.seq) return;
-    const work = items.items.filter((w) => w.ini === row.id); const ep = work.filter((w) => w.kind === 'Epic').length;
+    const work = items.items.filter((w) => w.ini === row.id);
     const wf = wfOf(row, bb); const idx = wf.findIndex((s) => s.name === row.stage); const cat = row.cat || catOf(wf, row.stage);
     const warnings = Array.isArray(row.warnings) ? row.warnings : [];
-    const stepper = el('div', { class: 'calbar' },
-      el('div', { class: 'seg ini-seg', role: 'group', 'aria-label': 'Workflow position', 'data-ini': 'stepper' },
-        ...wf.map((s, k) => btn({ 'aria-pressed': String(k === idx), 'aria-current': k === idx ? 'step' : 'false', 'data-ini-step': s.name, title: bb.self ? SELF_WHY : k === idx ? 'Current stage' : 'Move to ' + s.name, onclick: () => stepTo(s.name) },
-          k < idx ? icon('check', 'sm') : sw(s.cat), s.name))),
-      el('span', { class: 'chips2' }, mono(tplName(row, bb) + ' workflow · ' + cat + ' · you decide when it moves'),
-        pill({ 'data-ini': 'edit-workflow', 'aria-haspopup': 'dialog', onclick: () => openWorkflow(bb, row) }, icon('settings', 'sm'), 'Edit workflow')));
+    // c3-initiative-declutter: three rows above the content. The breadcrumb carries the title, status and warnings;
+    // the stepper carries a gear for the workflow and one Tools menu; the tabs carry the counts.
     const kind = kindOf(row, bb);
     const toolList = [...recordToolsFor(kind, cat, bb.build).map((id) => ({ id, label: RECORD_META[id][0], rec: true })), ...(Array.isArray(tools) ? tools : []).map((t) => (typeof t === 'string' ? { id: t } : t)).filter((t) => t && t.id)];
-    const moreBtn = pill({ 'data-ini': 'more-tools', 'aria-haspopup': 'menu', 'aria-expanded': 'false', onclick: (e) => moreTools(e.currentTarget, row, bb, cat, kind) }, icon('more', 'sm'), 'More tools');
-    const strip = el('div', { class: 'chips2', 'data-ini': 'tools' }, mono('Tools for ' + row.stage),
-      ...toolList.map((t) => pill({ 'data-ini-tool': t.id, 'aria-pressed': String(P.loc.tool === t.id), onclick: () => pickTool(t.id) }, icon(t.rec ? RECORD_META[t.id][1] : toolIcon(t.id), 'sm'), toolLabel(t))), moreBtn);
+    const toolsBtn = pill({ 'data-ini': 'tools', 'aria-haspopup': 'menu', 'aria-expanded': 'false', onclick: (e) => openTools(e.currentTarget, row, bb, cat, kind, toolList) }, icon('bolt', 'sm'), 'Tools');
+    const stepper = el('div', { class: 'calbar' },
+      el('span', { class: 'chips2' },
+        el('div', { class: 'seg ini-seg', role: 'group', 'aria-label': 'Workflow position', 'data-ini': 'stepper' },
+          ...wf.map((s, k) => btn({ 'aria-pressed': String(k === idx), 'aria-current': k === idx ? 'step' : 'false', 'data-ini-step': s.name, title: bb.self ? SELF_WHY : k === idx ? 'Current stage' : 'Move to ' + s.name, onclick: () => stepTo(s.name) },
+            k < idx ? icon('check', 'sm') : sw(s.cat), s.name))),
+        ib('Edit workflow', 'settings', { 'data-ini': 'edit-workflow', 'aria-haspopup': 'dialog', title: tplName(row, bb) + ' workflow, now in ' + cat + '. You decide when it moves. Edit workflow', onclick: () => openWorkflow(bb, row) })),
+      toolsBtn);
     const tabs = INI_TAB_LIST.filter(([k]) => k !== 'tickets' || bb.build).map(([k, l, ic]) => [k, l, ic,
       k === 'breakdown' && work.length ? el('span', { class: 'bdg g' }, String(work.length)) : k === 'tickets' ? el('span', { class: 'bdg g' }, String(work.filter((w) => w.src === 'jira').length)) : null]);
     const host = el('div', { class: 'calbody', 'data-ini-panel': tab });
@@ -761,16 +762,15 @@ export function mountInitiatives(pane, opts) {
       setTimeout(() => { if (token === P.seq && P.expect === ex) { P.ini = null; draw(); } }, 800);
     } else if (ex && ex.id === row.id) P.expect = null;
     const L = { ctx: ctxI, done: (change) => { P.expect = change || null; P.ini = null; P.boards = null; dropItems(); draw(); } };
-    put(root, 
-      pathCrumbs(bb, row, el('div', { class: 'chips2' }, pbtn('outline', 'Dashboard', 'report', { onclick: () => ctxI.showTab('rep') }),
-        ib('Actions for ' + row.id, 'more', { 'data-il-menu': row.id, 'aria-haspopup': 'menu', 'aria-expanded': 'false', title: 'Pause, cancel, merge or archive', onclick: (e) => pageMenu(e.currentTarget, L, row) }))),
+    const own = [{ kids: [icon('report', 'sm'), 'Dashboard'], attrs: { 'data-ini-act': 'dashboard' }, onPick: () => ctxI.showTab('rep') },
+      bb.build ? { kids: [icon('jira', 'sm'), (row.epics || []).length ? 'Jira epics ' + row.epics.join(', ') : 'Link Jira epics'], attrs: { 'data-ini': 'jira-epics' }, onPick: () => openEpics(bb, row) } : null].filter(Boolean);
+    put(root,
+      pathCrumbs(bb, row, el('div', { class: 'chips2' },
+        el('span', { class: 'chips2', 'data-ini': 'ini-chips' }, statusChip(row.status), el('span', { class: 'chips2', 'data-ini': 'warnings', 'aria-live': 'polite' }, ...warnings.map(warnChip))),
+        ib('Actions for ' + row.id, 'more', { 'data-il-menu': row.id, 'aria-haspopup': 'menu', 'aria-expanded': 'false', title: 'Dashboard, Jira epics, pause, cancel, merge or archive', onclick: (e) => pageMenu(e.currentTarget, L, row, own) }))),
       el('div', { class: 'calbody', 'data-ini-page': row.id },
         lifeBanner(L, row),
-        lh('target', row.title || row.id, [row.id, bb.name, row.anchor || 'no anchor', row.owner || 'no owner', row.start || row.end ? day(row.start) + ' to ' + day(row.end) : 'no dates yet', row.horizon ? row.horizon[0].toUpperCase() + row.horizon.slice(1) : '', Math.round((Number(row.progress) || 0) * 100) + '% done'].filter(Boolean).join(' · ')),
-        el('div', { class: 'chips2', 'data-ini': 'ini-chips' }, statusChip(row.status), chip(icon('bolt', 'sm'), plural(ep, 'epic') + ', ' + plural(work.length - ep, 'item')), buildTag(bb),
-          bb.build ? pill({ 'data-ini': 'jira-epics', 'aria-haspopup': 'dialog', title: 'The Jira epics of this initiative', onclick: () => openEpics(bb, row) }, icon('jira', 'sm'), (row.epics || []).length ? 'Jira epics ' + row.epics.join(', ') : 'Link Jira epics') : null,
-          row.lane ? tag(row.lane) : null, el('span', { class: 'chips2', 'data-ini': 'warnings', 'aria-live': 'polite' }, ...warnings.map(warnChip))),
-        stepper, bb.self ? note(SELF_WHY) : null, strip,
+        stepper, bb.self ? note(SELF_WHY) : null,
         segTabs(tabs, tab, (k) => go({ view: 'ini', board: bb.id, id: row.id, tab: k }), 'Initiative views', { 'data-ini': 'ini-tabs' }),
         host));
     if (P.focusStep) { const f = stepper.querySelector('[data-ini-step="' + CSS.escape(P.focusStep) + '"]'); P.focusStep = null; if (f) f.focus(); }
@@ -809,16 +809,17 @@ export function mountInitiatives(pane, opts) {
     const n = root.querySelector('[data-ini-tool-card="' + CSS.escape(id) + '"]');
     if (n) { n.scrollIntoView({ behavior: 'smooth', block: 'start' }); n.classList.add('ini-flash'); setTimeout(() => n.classList.remove('ini-flash'), 1400); }
   }
-  function moreTools(anchor, row, b, cat, kind) {
+  /* One Tools menu: this stage's tools first, then the other stages' tools under their stage names. */
+  function openTools(anchor, row, b, cat, kind, here) {
     const byCat = (P.ini && P.ini.toolsByCat) || {};
     const recOf = (c) => recordToolsFor(kind, c, b.build).map((id) => ({ id, label: RECORD_META[id][0], rec: true }));
-    const seen = new Set([...(byCat[cat] || []), ...recOf(cat)].map((t) => t.id));
-    const items = [];
+    const seen = new Set([...(byCat[cat] || []), ...recOf(cat), ...here].map((t) => t.id));
+    const items = here.length ? [{ group: 'For ' + row.stage }, ...here.map((t) => ({ kids: [icon(t.rec ? RECORD_META[t.id][1] : toolIcon(t.id), 'sm'), toolLabel(t)], current: P.loc.tool === t.id, attrs: { 'data-ini-tool': t.id }, onPick: () => pickTool(t.id) }))] : [];
     for (const s of wfOf(row, b)) {
       const ks = [...recOf(s.cat), ...(byCat[s.cat] || [])].filter((t) => !seen.has(t.id)); ks.forEach((t) => seen.add(t.id));
       if (ks.length) items.push({ group: s.name }, ...ks.map((t) => ({ kids: [icon(t.rec ? RECORD_META[t.id][1] : toolIcon(t.id), 'sm'), toolLabel(t)], attrs: { 'data-ini-moretool': t.id }, onPick: () => go({ ...P.loc, tab: 'overview', tool: t.id }) })));
     }
-    openMenu(anchor, { label: 'More tools', items: items.length ? items : [{ label: 'No other tools for this workflow.', disabled: true, onPick: () => {} }] });
+    openMenu(anchor, { label: 'Tools', items: items.length ? items : [{ label: 'No tools for this workflow.', disabled: true, onPick: () => {} }] });
   }
   async function stepTo(stage) {
     const ini = P.ini; if (!ini) return;