create-pmos 0.225.0 → 0.226.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "create-pmos",
-  "version": "0.225.0",
+  "version": "0.226.0",
   "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@6a10a1d
+kernel-source: pmos@2164aa0
 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: "2026-10-14T06:35:37Z"}
+generated: {by: process:create-pmos, at: "2026-10-14T06:56:55Z"}
 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: "2026-10-14T06:35:37Z"}
+generated: {by: process:create-pmos, at: "2026-10-14T06:56:55Z"}
 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: "2026-10-14T06:35:37Z"}
+generated: {by: process:create-pmos, at: "2026-10-14T06:56:55Z"}
 status: stable
 ---
 

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

@@ -30,7 +30,7 @@ const { harness } = require('./c3-ini-harness');
   const pf = await rows();
   ok('P3 the core set lists 11 documents, strategy first', pf.split(',').length === 11 && pf.startsWith('strategy,okrs,roadmap,invest'), pf);
   ok('P4 states: up to date, draft ready, due, comes later where it applies', (await rowState('strategy')) === 'ok' && (await rowState('roadmap')) === 'draft' && (await rowState('status')) === 'due');
-  ok('P5 a row shows its question, cadence, reader and who writes it', await st(() => { const t = document.querySelector('[data-cd-row="strategy"]').textContent; return /Yearly, reviewed each quarter/.test(t) && /Leadership, every PM/.test(t) && /You write it/.test(t) && /new/.test(t) && /2 key results do not trace to it/.test(t); }));
+  ok('P5 a row shows its question, cadence, reader and who writes it', await st(() => { const t = document.querySelector('[data-cd-row="strategy"]').textContent; return /Yearly, reviewed each quarter/.test(t) && /Leadership, every PM/.test(t) && /PMOS proposes/.test(t) && /new/.test(t) && /2 key results do not trace to it/.test(t); }));
   ok('P6 the right column says what the level is for, lists the drafts and how the levels connect', await st(() => { const l = document.querySelector('[data-cd="level"]'); return !!l && /Are we betting on the right things\?/.test(l.textContent) && document.querySelectorAll('[data-cd="drafts"] [data-cd-wait]').length === 2 && !!document.querySelector('[data-cd="connect"]'); }));
   ok('P7 the address holds the Documents view', await st(() => /init=docs/.test(location.search)));
   ok('P8 the summary line counts the drafts and what is due', await st(() => /2 drafts to review, 1 due/.test(document.querySelector('[data-cd="core"]').textContent)));

package/workspace/guide/core-documents.md

@@ -29,7 +29,6 @@ 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). |
 
@@ -39,13 +38,15 @@ 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.
+- **Propose it** (decision log, kill conditions, market and user context): until the real source exists, PMOS drafts one from what it has read. The decision log comes from meeting notes and initiative records. Kill conditions come from each bet and its key result. Market and user context comes from research notes and Horizon scans. You review and issue it. Once the real source exists (a decisions file, kill conditions on the initiatives, research under `planning/research/` or `planning/radar/`), that source is used instead.
+- **Draft it** on the product strategy: PMOS proposes a strategy from your key results, board charters and initiatives. It is a proposal only. You change it, then issue it or drop it.
 - **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.
-- **On a schedule.** Every 30 minutes inside your working hours, PMOS drafts each portfolio and board document that has no draft and is due, out of date or not started yet. Due documents go first, then out-of-date ones, then the first draft of documents not started. While no OKR files exist, it also proposes the OKRs. There is no limit on how many drafts run at once. If a run writes nothing, PMOS tries again on the next tick. If you drop a draft, PMOS does not draft that document again until the next day. It never drafts a document that you write (the product strategy).
+- **On a schedule.** Every 30 minutes inside your working hours, PMOS drafts each portfolio and board document that has no draft and is due, out of date or not started yet. Due documents go first, then out-of-date ones, then the first draft of documents not started. While their sources do not exist, it also proposes the OKRs, the decision log, kill conditions and market and user context. There is no limit on how many drafts run at once. If a run writes nothing, PMOS tries again on the next tick. If you drop a draft, PMOS does not draft that document again until the next day. The product strategy is proposed when it is not started or its quarterly review is due.
 - **The Initiative Driver.** When the current stage of an initiative needs a document that is not there or is stale, the driver drafts it and files a proposal. **Keep** issues the draft. The driver does not propose a stage move while a document of the current stage is due.
 
 ## Issue a draft

package/workspace/lib/core-docs.js

@@ -49,17 +49,17 @@ const LEVEL = Object.freeze({
 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: '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: 'proposes', 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', 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' }),
     e('portfolio', { key: 'status', title: 'Portfolio status report', ic: 'report', for: 'One page: progress on key results, what changed, what needs a decision.', reader: 'Leadership', cadence: 'Every two weeks', by: 'drafts', kind: 'report' }),
-    e('portfolio', { key: 'decisions', title: 'Decision log', ic: 'scale', for: 'Decisions that cross boards, and why they were made.', reader: 'Everyone', cadence: 'As decided', by: 'files', kind: 'derived' }),
-    e('portfolio', { key: 'kill', title: 'Kill conditions', ic: 'x', for: 'The result that would make us stop a bet.', reader: 'Leadership', cadence: 'Quarterly', by: 'watches', kind: 'derived' }),
+    e('portfolio', { key: 'decisions', title: 'Decision log', ic: 'scale', for: 'Decisions that cross boards, and why they were made.', reader: 'Everyone', cadence: 'As decided', by: 'files', kind: 'derived', store: true }),
+    e('portfolio', { key: 'kill', title: 'Kill conditions', ic: 'x', for: 'The result that would make us stop a bet.', reader: 'Leadership', cadence: 'Quarterly', by: 'watches', kind: 'derived', store: true }),
     e('portfolio', { key: 'prisks', title: 'Cross-board risks', ic: 'alert', for: 'The few risks that span boards, rolled up from the risks each initiative records.', reader: 'Leadership, board owners', cadence: 'Monthly', by: 'drafts', kind: 'doc', days: 30, rollup: 'risks', isNew: true }),
     e('portfolio', { key: 'quarter', title: 'Quarterly review', ic: 'up', for: 'What landed, what moved the key results, and what we learned. Built from outcome reviews.', reader: 'Leadership', cadence: 'Quarterly', by: 'drafts', kind: 'doc', days: 91, rollup: 'outcome', isNew: true }),
-    e('portfolio', { key: 'context', title: 'Market and user context', ic: 'notes', for: 'Jobs to be done, the market map and the research behind them.', reader: 'PMs', cadence: 'When research lands', by: 'keeps', kind: 'derived' }),
+    e('portfolio', { key: 'context', title: 'Market and user context', ic: 'notes', for: 'Jobs to be done, the market map and the research behind them.', reader: 'PMs', cadence: 'When research lands', by: 'keeps', kind: 'derived', store: true }),
   ]),
   board: Object.freeze([
     e('board', { key: 'charter', title: 'Board charter', ic: 'flag', for: 'Why this board exists: purpose, owner, the key results it serves, scope in and out, how work flows.', reader: 'Owner, team, new joiners', cadence: 'When the board changes', by: 'drafts', kind: 'doc', isNew: true }),
@@ -120,7 +120,8 @@ 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. */
+/** A derived entry with `store` (the OKRs, the decision log, kill conditions, market context) 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']);
@@ -573,7 +574,7 @@ 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.store && entry.by !== 'you') return { label: entry.key === 'okrs' ? 'Propose them' : 'Propose it', 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;
@@ -623,8 +624,8 @@ function driverLists(set) {
 // ── the core-doc run's prompt ────────────────────────────────────────────────────────────────────────
 const S = '<state>';   // the state folder, named in the prompt as the run sees it
 const GUIDE = Object.freeze({
-  strategy: { sources: ['The issued product strategy, if any, under <state>/core-docs/portfolio/strategy/', 'planning/okrs/ (the key results and health budgets)', 'The board charters under <state>/core-docs/board-*/charter/'],
-    sections: ['Where we are going', 'Where we play (one line per pillar, with its boards)', 'What we will not do', 'How we will know (a table: Pillar, Key results, Boards)'] },
+  strategy: { sources: ['The issued product strategy, if any, under <state>/core-docs/portfolio/strategy/', 'planning/okrs/ (the key results and health budgets)', 'The board charters under <state>/core-docs/board-*/charter/', 'The boards and their initiatives with their anchors (`pmos board`, `pmos initiative list`)', 'The Horizon scan reports and the research under planning/radar/ and planning/research/, if any'],
+    sections: ['A short line: this is a proposal for the PM to change, keep or drop; the PM issues the strategy', 'Where we are going', 'Where we play (one line per pillar, with its boards)', 'What we will not do', 'How we will know (a table: Pillar, Key results, Boards)'] },
   roadmap: { sources: ['`pmos initiative list` (every initiative with its horizon, stage and anchor)', 'planning/okrs/ (the key results the bets serve)', 'The issued portfolio roadmap before this one, if any'],
     sections: ['Now (each bet, its board and the key result it serves)', 'Next', 'Later', 'What changed since the last roadmap'] },
   invest: { sources: ['`pmos initiative list` (anchors: key result or health budget)', 'The plan items and their points on every board (`pmos board`)', 'The people and their points a week (`pmos people list`)', 'The Jira snapshots under the state folder, if any (read-only)'],
@@ -647,6 +648,12 @@ const GUIDE = Object.freeze({
     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'] },
+  decisions: { sources: ['Meeting notes and their summaries in the state folder (decisions, agreed, chose, will not)', 'The initiative records and their stage moves, holds, cancels and merges (`pmos initiative list`)', 'The proposals the PM kept or dropped (the driver ledger), if any', 'The issued decision log before this one, if any: <state>/core-docs/portfolio/decisions/'],
+    sections: ['A short line: these are decisions found in the sources, for the PM to keep, correct or drop', 'A table: Date, Decision, Why, Boards, Who decided, Source', 'Open questions that look like decisions still to make'] },
+  kill: { sources: ['Every initiative with its bet, its anchor and its kill conditions, if any (`pmos initiative list`, the stage tools)', 'planning/okrs/ and the key result readings (`pmos measure` records), if any', 'The issued kill conditions before these, if any: <state>/core-docs/portfolio/kill/'],
+    sections: ['A short line: these are proposed kill conditions for the PM to change, keep or drop; the PM writes them onto each initiative', 'A table: Initiative, Bet, Key result, Kill condition (a number and a date), Reading now', 'Bets with no key result to measure, if any'] },
+  context: { sources: ['The research under planning/research/ and the Horizon scan reports under planning/radar/, if any', 'Meeting notes that name users, customers, competitors or the market', 'The problem statements and research notes of the initiatives (the stage tools)', 'The issued market and user context before this one, if any: <state>/core-docs/portfolio/context/'],
+    sections: ['A short line: this is a proposal built from what PMOS has read, for the PM to change, keep or drop', 'Jobs to be done (a table: Who, Job, Evidence)', 'The market map (a table: Player, What they offer, Where we differ)', 'What we do not know yet'] },
   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'],

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.225.0",
+  "version": "0.226.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.225.0",
+      "version": "0.226.0",
       "license": "MIT",
       "dependencies": {
         "@xterm/addon-fit": "^0.11.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.225.0",
+  "version": "0.226.0",
   "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-coredocs.js

@@ -19,17 +19,17 @@ 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: '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: 'proposes', 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, 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' },
   { key: 'status', title: 'Portfolio status report', ic: 'report', for: 'One page: progress on key results, what changed, what needs a decision.', reader: 'Leadership', cadence: 'Every two weeks', by: 'drafts', st: 'due', w: -10, due: 4, kind: 'report' },
-  { key: 'decisions', title: 'Decision log', ic: 'scale', for: 'Decisions that cross boards, and why they were made.', reader: 'Everyone', cadence: 'As decided', by: 'files', st: 'ok', w: -2 },
-  { key: 'kill', title: 'Kill conditions', ic: 'x', for: 'The result that would make us stop a bet.', reader: 'Leadership', cadence: 'Quarterly', by: 'watches', st: 'ok', w: -30, flag: '1 tripped' },
+  { key: 'decisions', title: 'Decision log', ic: 'scale', for: 'Decisions that cross boards, and why they were made.', reader: 'Everyone', cadence: 'As decided', by: 'files', store: true, st: 'ok', w: -2 },
+  { key: 'kill', title: 'Kill conditions', ic: 'x', for: 'The result that would make us stop a bet.', reader: 'Leadership', cadence: 'Quarterly', by: 'watches', store: true, st: 'ok', w: -30, flag: '1 tripped' },
   { key: 'prisks', title: 'Cross-board risks', ic: 'alert', for: 'The few risks that span boards, rolled up from the risks each initiative records.', reader: 'Leadership, board owners', cadence: 'Monthly', by: 'drafts', st: 'ok', w: -3, isNew: true },
   { key: 'quarter', title: 'Quarterly review', ic: 'up', for: 'What landed, what moved the key results, and what we learned. Built from outcome reviews.', reader: 'Leadership', cadence: 'Quarterly', by: 'drafts', st: 'ok', w: -6, isNew: true },
-  { key: 'context', title: 'Market and user context', ic: 'notes', for: 'Jobs to be done, the market map and the research behind them.', reader: 'PMs', cadence: 'When research lands', by: 'keeps', st: 'ok', w: -20 },
+  { key: 'context', title: 'Market and user context', ic: 'notes', for: 'Jobs to be done, the market map and the research behind them.', reader: 'PMs', cadence: 'When research lands', by: 'keeps', store: true, st: 'ok', w: -20 },
 ];
 const BD = [
   { key: 'charter', title: 'Board charter', ic: 'flag', for: 'Why this board exists: purpose, owner, the key results it serves, scope in and out, how work flows.', reader: 'Owner, team, new joiners', cadence: 'When the board changes', by: 'drafts', st: 'ok', w: -15, isNew: true },
@@ -104,7 +104,7 @@ 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.store && e.by !== 'you') return { label: e.key === 'okrs' ? 'Propose them' : 'Propose it', 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;