create-pmos 0.494.0 → 0.495.0
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/package.json +38 -14
- package/payload/KIT-VERSION +1 -1
- package/payload/planning/evals/eval-calibration.md +1 -1
- package/payload/planning/okrs/health-budgets.md +1 -1
- package/payload/state/discoveries.md +1 -1
- package/workspace/briefing-premium-adddoc-test.js +2 -1
- package/workspace/briefing-premium-board-test.js +5 -4
- package/workspace/briefing-premium-initiative-test.js +2 -1
- package/workspace/changelog.json +37 -0
- package/workspace/guide/briefing-premium.md +2 -1
- package/workspace/guide/initiatives-screen.md +1 -1
- package/workspace/guide/report-slides.md +6 -6
- package/workspace/guide/reports.md +1 -1
- package/workspace/guide/workflows.md +15 -3
- package/workspace/ini-workflow-test.js +2 -1
- package/workspace/lib/engine/workflows.js +19 -6
- package/workspace/lib/initiative-cli.js +15 -1
- package/workspace/lib/open-mission.js +14 -0
- package/workspace/lib/report-export.js +5 -3
- package/workspace/lib/report-pyramid.js +134 -33
- package/workspace/lib/report-templates.js +33 -3
- package/workspace/lib/routes-boards.js +35 -2
- package/workspace/lib/routes-brief-page.js +2 -1
- package/workspace/lib/routes-initiatives.js +1 -0
- package/workspace/lib/routes-report-design.js +1 -1
- package/workspace/lib/routes-report-flow.js +11 -4
- package/workspace/lib/routes-report-setups.js +3 -2
- package/workspace/lib/routes-workflows.js +6 -1
- package/workspace/lib/workflow-cli.js +2 -2
- package/workspace/lib/workflows-store.js +15 -1
- package/workspace/metric-drafts-ui-test.js +2 -1
- package/workspace/package-lock.json +2 -2
- package/workspace/package.json +1 -1
- package/workspace/premium-board-actions-test.js +2 -1
- package/workspace/premium-vw-backlog-test.js +3 -2
- package/workspace/premium-vw-item-test.js +3 -2
- package/workspace/premium-vw-jira-test.js +3 -2
- package/workspace/program-panel-test.js +2 -1
- package/workspace/public/pm/cozy-home.css +1 -0
- package/workspace/public/pm/home-app.js +3 -1
- package/workspace/public/pm/home-chat.js +49 -8
- package/workspace/public/pm/ini-view.js +2 -2
- package/workspace/public/pm/premium-shell.js +57 -6
- package/workspace/public/pm/premium.css +1 -0
- package/workspace/public/pm/wf-page.css +8 -0
- package/workspace/public/pm/wf-page.js +33 -5
- package/workspace/skills/report-template.skill +4 -2
- package/workspace/split-merge-ui-test.js +3 -2
- package/workspace/stage-card-test.js +2 -1
- package/workspace/task-press-test.js +2 -1
- package/workspace/tk-tasks-test.js +2 -1
package/package.json
CHANGED
|
@@ -1,6 +1,6 @@
|
|
|
1
1
|
{
|
|
2
2
|
"name": "create-pmos",
|
|
3
|
-
"version": "0.
|
|
3
|
+
"version": "0.495.0",
|
|
4
4
|
"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.",
|
|
5
5
|
"license": "MIT",
|
|
6
6
|
"bin": {
|
|
@@ -32,6 +32,43 @@
|
|
|
32
32
|
"audit"
|
|
33
33
|
],
|
|
34
34
|
"pmosChanges": [
|
|
35
|
+
{
|
|
36
|
+
"v": "0.495.0",
|
|
37
|
+
"at": "2026-11-02T23:26:48.050Z",
|
|
38
|
+
"f": 3,
|
|
39
|
+
"prs": [
|
|
40
|
+
{
|
|
41
|
+
"n": 1164,
|
|
42
|
+
"t": "Report fixes from the live check of 0.494.0",
|
|
43
|
+
"s": "Report fixes from the live check of 0.494.0",
|
|
44
|
+
"k": "fix"
|
|
45
|
+
},
|
|
46
|
+
{
|
|
47
|
+
"n": 1167,
|
|
48
|
+
"t": "Keep a live New workflow draft on the Workflows list",
|
|
49
|
+
"s": "Keep a live New workflow draft on the Workflows list",
|
|
50
|
+
"k": "fix"
|
|
51
|
+
},
|
|
52
|
+
{
|
|
53
|
+
"n": 1166,
|
|
54
|
+
"t": "Initiative telemetry card starts collapsed (batch 24)",
|
|
55
|
+
"s": "Initiative telemetry card starts collapsed (batch 24)",
|
|
56
|
+
"k": "fix"
|
|
57
|
+
},
|
|
58
|
+
{
|
|
59
|
+
"n": 1168,
|
|
60
|
+
"t": "A sent chat message shows at once",
|
|
61
|
+
"s": "A sent chat message shows at once",
|
|
62
|
+
"k": "fix"
|
|
63
|
+
},
|
|
64
|
+
{
|
|
65
|
+
"n": 1169,
|
|
66
|
+
"t": "A default workflow, set with a star in Settings › Workflows (canvas DfA)",
|
|
67
|
+
"s": "A default workflow, set with a star in Settings › Workflows (canvas DfA)",
|
|
68
|
+
"k": "new"
|
|
69
|
+
}
|
|
70
|
+
]
|
|
71
|
+
},
|
|
35
72
|
{
|
|
36
73
|
"v": "0.494.0",
|
|
37
74
|
"at": "2026-11-02T15:32:51.920Z",
|
|
@@ -330,19 +367,6 @@
|
|
|
330
367
|
"k": "new"
|
|
331
368
|
}
|
|
332
369
|
]
|
|
333
|
-
},
|
|
334
|
-
{
|
|
335
|
-
"v": "0.475.0",
|
|
336
|
-
"at": "2026-11-01T06:12:23.972Z",
|
|
337
|
-
"f": 3,
|
|
338
|
-
"prs": [
|
|
339
|
-
{
|
|
340
|
-
"n": 1110,
|
|
341
|
-
"t": "Set up a project from the Cozy Home in one guided conversation",
|
|
342
|
-
"s": "Set up a project from the Cozy Home in one guided conversation",
|
|
343
|
-
"k": "new"
|
|
344
|
-
}
|
|
345
|
-
]
|
|
346
370
|
}
|
|
347
371
|
]
|
|
348
372
|
}
|
package/payload/KIT-VERSION
CHANGED
|
@@ -2,7 +2,7 @@
|
|
|
2
2
|
type: Reference
|
|
3
3
|
title: "Eval calibration log"
|
|
4
4
|
description: "Append-only record of every PM override of an evaluator verdict."
|
|
5
|
-
generated: {by: process:create-pmos, at: "2026-11-
|
|
5
|
+
generated: {by: process:create-pmos, at: "2026-11-02T23:26:44Z"}
|
|
6
6
|
status: stable
|
|
7
7
|
---
|
|
8
8
|
|
|
@@ -2,7 +2,7 @@
|
|
|
2
2
|
type: Reference
|
|
3
3
|
title: "Health budgets"
|
|
4
4
|
description: "Closed registry of health-budget anchors (D59), edited only by the PM."
|
|
5
|
-
generated: {by: process:create-pmos, at: "2026-11-
|
|
5
|
+
generated: {by: process:create-pmos, at: "2026-11-02T23:26:44Z"}
|
|
6
6
|
status: stable
|
|
7
7
|
---
|
|
8
8
|
|
|
@@ -2,7 +2,7 @@
|
|
|
2
2
|
type: Reference
|
|
3
3
|
title: "Discoveries and friction log"
|
|
4
4
|
description: "Append-only record of what runs discovered and where the process rubbed."
|
|
5
|
-
generated: {by: process:create-pmos, at: "2026-11-
|
|
5
|
+
generated: {by: process:create-pmos, at: "2026-11-02T23:26:44Z"}
|
|
6
6
|
status: stable
|
|
7
7
|
---
|
|
8
8
|
|
|
@@ -6,6 +6,7 @@
|
|
|
6
6
|
const path = require('path');
|
|
7
7
|
const { spawn } = require('child_process');
|
|
8
8
|
const { findBrowser } = require('./lib/find-browser');
|
|
9
|
+
const { openMission } = require('./lib/open-mission');
|
|
9
10
|
const T = require('./test-run').configure({ name: 'briefing-premium-adddoc' });
|
|
10
11
|
const BP = require('./lib/board-premium.js');
|
|
11
12
|
const IP = require('./lib/initiative-premium.js');
|
|
@@ -49,7 +50,7 @@ const PAGES = {
|
|
|
49
50
|
|
|
50
51
|
const open = async (kind, { w = 1280, h = 900, theme = 'light', custom = [], add = { status: 200, body: { ok: true } } } = {}) => {
|
|
51
52
|
const P = PAGES[kind];
|
|
52
|
-
const ctx = await browser.newContext({ viewport: { width: w, height: h } });
|
|
53
|
+
const ctx = await openMission(await browser.newContext({ viewport: { width: w, height: h } }));
|
|
53
54
|
if (kind === 'board') await ctx.addInitScript(() => { try { localStorage.setItem('pmos.premium.openAs', 'popup'); } catch { /* none */ } });
|
|
54
55
|
const page = await ctx.newPage();
|
|
55
56
|
let current = custom, calls = 0, reply = add; const errors = [], posts = [];
|
|
@@ -16,6 +16,7 @@ const fs = require('fs');
|
|
|
16
16
|
const path = require('path');
|
|
17
17
|
const { spawn } = require('child_process');
|
|
18
18
|
const { findBrowser } = require('./lib/find-browser');
|
|
19
|
+
const { openMission } = require('./lib/open-mission');
|
|
19
20
|
const T = require('./test-run').configure({ name: 'briefing-premium-board' });
|
|
20
21
|
const BP = require('./lib/board-premium.js');
|
|
21
22
|
const F = require('./fixtures/board-premium-facts.js');
|
|
@@ -79,7 +80,7 @@ const IVREAD = () => {
|
|
|
79
80
|
browser = await chromium.launch({ executablePath: exe });
|
|
80
81
|
|
|
81
82
|
const open = async ({ w = 1440, h = 900, theme = 'light', model = mk(), answers = null, trail = null, qs = '', slowSheet = 0 } = {}) => {
|
|
82
|
-
const ctx = await browser.newContext({ viewport: { width: w, height: h } });
|
|
83
|
+
const ctx = await openMission(await browser.newContext({ viewport: { width: w, height: h } }));
|
|
83
84
|
const page = await ctx.newPage();
|
|
84
85
|
if (slowSheet) await page.route('**/pm/cozy-panels.css', async (r) => { await new Promise((ok) => setTimeout(ok, slowSheet)); r.continue(); }); // the panels sheet lands after the first Viewer
|
|
85
86
|
let current = model, calls = 0; const errors = [], posts = []; let answer = { status: 200, body: { ok: true } }; let thread = { ok: true, turns: [], working: false };
|
|
@@ -417,13 +418,13 @@ const IVREAD = () => {
|
|
|
417
418
|
|
|
418
419
|
/* B2 reading and failure */
|
|
419
420
|
{
|
|
420
|
-
const ctx = await browser.newContext({ viewport: { width: 1280, height: 900 } }), pg = await ctx.newPage(); let calls = 0;
|
|
421
|
+
const ctx = await openMission(await browser.newContext({ viewport: { width: 1280, height: 900 } })), pg = await ctx.newPage(); let calls = 0;
|
|
421
422
|
await pg.route('**/api/board-premium*', (r) => { calls++; if (calls < 2) return r.fulfill({ status: 202, contentType: 'application/json', body: JSON.stringify({ ok: true, state: 'reading' }) }); return r.fulfill({ contentType: 'application/json', body: JSON.stringify({ ok: true, state: 'ready', model: mk(), as_of: Date.now() }) }); });
|
|
422
423
|
await pg.goto(BASE + '/premium-board.html');
|
|
423
424
|
ok('B2 while the board is read the page says so, with the seconds, and shows no row instead of a guess', await until(() => pg.evaluate(() => /Reading the board · \d+ s so far/.test(document.querySelector('#snap').textContent) && document.querySelectorAll('#ibBody .ini2').length === 0 && /shows nothing until it has read/.test(document.querySelector('#ibBody').textContent)), 4000));
|
|
424
425
|
ok('B2 it asks again and draws when the answer is ready', await until(() => pg.evaluate(() => document.querySelectorAll('#ibBody .ini2').length === 7 && /^Real data/.test(document.querySelector('#snap').textContent)), 9000));
|
|
425
426
|
await ctx.close();
|
|
426
|
-
const c2 = await browser.newContext({ viewport: { width: 1280, height: 900 } }), p2 = await c2.newPage();
|
|
427
|
+
const c2 = await openMission(await browser.newContext({ viewport: { width: 1280, height: 900 } })), p2 = await c2.newPage();
|
|
427
428
|
await p2.route('**/api/board-premium*', (r) => r.fulfill({ status: 500, contentType: 'application/json', body: JSON.stringify({ ok: false, state: 'error', error: 'the board could not be read' }) }));
|
|
428
429
|
await p2.goto(BASE + '/premium-board.html');
|
|
429
430
|
ok('B2 a failed read says why and draws nothing', await until(() => p2.evaluate(() => /The reason: the board could not be read/.test((document.querySelector('#ibBody .bd-msg') || {}).textContent || '') && document.querySelectorAll('#ibBody .ini2').length === 0), 4000));
|
|
@@ -567,7 +568,7 @@ const IVREAD = () => {
|
|
|
567
568
|
ok('E3 the real model has the eight steps and a track on every row', !!m && m.steps.length === 8 && m.initiatives.list.rows.every((r) => r.track && typeof r.track.k === 'number'));
|
|
568
569
|
const post = await fetch(BASE + '/api/board-premium', { method: 'POST', headers: await T.pressHeaders(BASE), body: '{}' }).then((r) => r.status);
|
|
569
570
|
ok('E4 the model route is read-only', post === 405, String(post));
|
|
570
|
-
const ctx = await browser.newContext({ viewport: { width: 1280, height: 900 } }), pg = await ctx.newPage(), errs = [];
|
|
571
|
+
const ctx = await openMission(await browser.newContext({ viewport: { width: 1280, height: 900 } })), pg = await ctx.newPage(), errs = [];
|
|
571
572
|
pg.on('pageerror', (e) => errs.push(String(e)));
|
|
572
573
|
await pg.goto(BASE + '/premium-board.html');
|
|
573
574
|
ok('E5 the real page draws this repository\'s board and its count agrees with the route', await until(() => pg.evaluate((n) => document.querySelectorAll('#ibBody .ini2').length > 0 && document.querySelector('#nIni').textContent === n, String(m.initiatives.open || m.initiatives.list.rows.length)), 30000));
|
|
@@ -13,6 +13,7 @@
|
|
|
13
13
|
const path = require('path');
|
|
14
14
|
const { spawn } = require('child_process');
|
|
15
15
|
const { findBrowser } = require('./lib/find-browser');
|
|
16
|
+
const { openMission } = require('./lib/open-mission');
|
|
16
17
|
const T = require('./test-run').configure({ name: 'briefing-premium-initiative' });
|
|
17
18
|
const IP = require('./lib/initiative-premium.js');
|
|
18
19
|
const F = require('./fixtures/initiative-premium-facts.js');
|
|
@@ -52,7 +53,7 @@ const WRITES = /^\/api\/(?:boards\/(?:move|tasks\/(?:add|state))|lifecycle|core-
|
|
|
52
53
|
browser = await chromium.launch({ executablePath: exe });
|
|
53
54
|
|
|
54
55
|
const open = async ({ w = 1280, h = 900, theme = 'light', model = mk(), answers = null, url = '/premium.html?ini=self-serve-v2&ws=w1&board=w1' } = {}) => {
|
|
55
|
-
const ctx = await browser.newContext({ viewport: { width: w, height: h } });
|
|
56
|
+
const ctx = await openMission(await browser.newContext({ viewport: { width: w, height: h } }));
|
|
56
57
|
const page = await ctx.newPage();
|
|
57
58
|
let current = model, calls = 0, answer = { status: 200, body: { ok: true } };
|
|
58
59
|
const errors = [], posts = [];
|
package/workspace/changelog.json
CHANGED
|
@@ -1,4 +1,41 @@
|
|
|
1
1
|
[
|
|
2
|
+
{
|
|
3
|
+
"v": "0.495.0",
|
|
4
|
+
"at": "2026-11-02T23:26:48.050Z",
|
|
5
|
+
"f": 3,
|
|
6
|
+
"prs": [
|
|
7
|
+
{
|
|
8
|
+
"n": 1164,
|
|
9
|
+
"t": "Report fixes from the live check of 0.494.0",
|
|
10
|
+
"s": "Report fixes from the live check of 0.494.0",
|
|
11
|
+
"k": "fix"
|
|
12
|
+
},
|
|
13
|
+
{
|
|
14
|
+
"n": 1167,
|
|
15
|
+
"t": "Keep a live New workflow draft on the Workflows list",
|
|
16
|
+
"s": "Keep a live New workflow draft on the Workflows list",
|
|
17
|
+
"k": "fix"
|
|
18
|
+
},
|
|
19
|
+
{
|
|
20
|
+
"n": 1166,
|
|
21
|
+
"t": "Initiative telemetry card starts collapsed (batch 24)",
|
|
22
|
+
"s": "Initiative telemetry card starts collapsed (batch 24)",
|
|
23
|
+
"k": "fix"
|
|
24
|
+
},
|
|
25
|
+
{
|
|
26
|
+
"n": 1168,
|
|
27
|
+
"t": "A sent chat message shows at once",
|
|
28
|
+
"s": "A sent chat message shows at once",
|
|
29
|
+
"k": "fix"
|
|
30
|
+
},
|
|
31
|
+
{
|
|
32
|
+
"n": 1169,
|
|
33
|
+
"t": "A default workflow, set with a star in Settings › Workflows (canvas DfA)",
|
|
34
|
+
"s": "A default workflow, set with a star in Settings › Workflows (canvas DfA)",
|
|
35
|
+
"k": "new"
|
|
36
|
+
}
|
|
37
|
+
]
|
|
38
|
+
},
|
|
2
39
|
{
|
|
3
40
|
"v": "0.494.0",
|
|
4
41
|
"at": "2026-11-02T15:32:51.920Z",
|
|
@@ -2,7 +2,7 @@
|
|
|
2
2
|
type: Guide
|
|
3
3
|
title: "The premium Briefing (/premium.html)"
|
|
4
4
|
description: "The Briefing page at /premium.html: the hero sentence, What you need to do, Today, the dock, and what each one reads from the repository."
|
|
5
|
-
timestamp: 2026-11-
|
|
5
|
+
timestamp: 2026-11-02
|
|
6
6
|
---
|
|
7
7
|
|
|
8
8
|
# The premium Briefing
|
|
@@ -435,6 +435,7 @@ Every popup has this chat, including the ones that have no row of their own: a t
|
|
|
435
435
|
|
|
436
436
|
- **Your first message** in a dialog starts one session for that row, the page or the initiative, in its repository. Claude gets the row as the page shows it: the title, what the page says, the facts and the files to start from. Then it gets your words.
|
|
437
437
|
- **The message box** takes several lines. **Enter** sends; **Shift+Enter** starts a new line. The box grows as you type, up to about eight lines, and then scrolls. The send button stays at its foot, also with a phone keyboard open.
|
|
438
|
+
- **Your message shows at once.** When you send, the box empties and your message appears in the chat straight away, a little lighter with **Sending…** until PMOS takes it, then with **You · HH:MM**. If the message could not be sent, it leaves the chat and your words go back in the box, so you can send them again. This is the same in every chat: Home, an initiative, a new workflow, and the Board and Intelligence chat.
|
|
438
439
|
- **Later messages** in the same dialog go to the same session. Write `/compact`, `/clear` or any other slash command, and Claude Code runs it.
|
|
439
440
|
- **What it may do** is set by your own Claude Code settings. Claude can change files and run commands. When your settings say to ask first, the question shows in the panel with its options; press one to answer.
|
|
440
441
|
- **Claude's questions** show as a card in the conversation. Claude Code's question picker cannot show in the panel, so the session does not open it: the card shows each question with its options as buttons. Press an option to answer a single question. When Claude asks several questions, or a question takes more than one answer, press the options and then **Send answers**. You can also write your own answer in the box. A session that started before this change still opens the picker: end it in the session list, and your next message resumes the same conversation without it.
|
|
@@ -19,7 +19,7 @@ An open initiative uses one column. At its top is the **mission**: one panel wit
|
|
|
19
19
|
- **To finish this stage.** It shows how many tasks of the stage are done, the stage's open milestone tasks with their dates, and the move to the next stage. The move is blue only when every task of the stage is done and nothing waits on you. At other times it is quiet. Under the rows are the owner, the stakeholders, the workflow and the program. On a wide screen this part stands beside the telemetry card.
|
|
20
20
|
- **About.** It has the description and the success measure. The description is the first paragraph of the PRD's Problem section. Press **Show more** to read all of it, or **Open the PRD** to open the file. The success measure is the one Claude drafts. A proposal opens About until you press its check mark. A kept measure shows each row with its now value and its target. When there is no description or no measure, About gives you a link that asks Claude in Home to write it.
|
|
21
21
|
|
|
22
|
-
|
|
22
|
+
When you open an initiative, the three parts are hidden at first and only a banner shows: the stage, the dates, the days left, the count of tasks done, the success measure and the move to the next stage. Press the arrow on the banner to show the telemetry card first. Press the arrow on the telemetry card to hide all three parts again. **To finish this stage** and **About** each have their own arrow, and they stay as you left them when you hide and show the mission. The workspace keeps these choices for each initiative in this browser. On a phone, the first screen shows **To finish this stage** and **About** closed.
|
|
23
23
|
|
|
24
24
|
On a phone, the page uses one 16 px margin and has no grey panel around the mission. The telemetry card is shorter: the stage name is on the first line, and the dates, **Time left** and **Elapsed** are on the next line, so the picture does not repeat the Today label. **To finish this stage** and **About** are one white card. The first row shows the next stage and the count of tasks done. Its round arrow opens the move sheet. The second row shows the owner, the stakeholders, the workflow and the program. The third row is **About**. In Tasks, the rows start near the card's edge, and the late and open counts of a stage are on the same line as its dates.
|
|
25
25
|
|
|
@@ -31,13 +31,13 @@ A draft from before the slides has no slides block. Press **Redraft** to add it.
|
|
|
31
31
|
|
|
32
32
|
When you open a drafted report in the viewer, the **Slides** view shows the finished deck. The answer comes first, and the title of each slide is a finding. Read only the titles and you have the story:
|
|
33
33
|
|
|
34
|
-
1. **Title**: the answer. This is your `report.headline` note when you wrote one. If
|
|
35
|
-
2. **The answer**: one sentence
|
|
36
|
-
3. **Scorecard**:
|
|
37
|
-
4. **Timeline**: the dated work, the due dates and any overdue item. The title compares two due dates.
|
|
34
|
+
1. **Title**: the answer. This is the first sentence of your `report.headline` note when you wrote one, so write the answer first. A long sentence is cut so that it fits. If there is no note, PMOS writes a sentence that says which initiatives are off plan.
|
|
35
|
+
2. **The answer**: one sentence, then the rest of the first paragraph of your headline note, and up to three supports, off-plan initiatives first. Your ask is beside them.
|
|
36
|
+
3. **Scorecard**: the title is the verdict on one line, for example "3 of 12 off plan" with up to three names. Each initiative's stage, its status (a shape and a colour), done of total with the change since the last report, and the KR value against its target. The gap is the value minus the target. Only a row that is off plan (at risk or off track) has a comment. A row that is on track has none.
|
|
37
|
+
4. **Timeline**: the dated work, the due dates and any overdue item, for up to six initiatives. The title compares two due dates of the rows on the slide.
|
|
38
38
|
5. **Needs your call**: only when the report has an audience and the `report.asks` note has words. Write each option on its own line that starts with "- ". Write "by" and a date in the note to show a deadline. PMOS adds nothing that you did not write.
|
|
39
|
-
6. **Sources**: the sources that PMOS read, and "What we don't know yet" for each source that it could not read, with the reason.
|
|
39
|
+
6. **Sources**: the sources that PMOS read, and "What we don't know yet" for each source that it could not read, with the reason. PMOS reads these from the draft's "Sources reached and not reached" section, from the cycle's data file and from the "Sources:" paragraph of the notes.
|
|
40
40
|
|
|
41
|
-
Each slide names its source and shows its page number. **Download › PDF**
|
|
41
|
+
Each slide names its source and shows its page number. **Download › PDF** opens the print window with the same slides, one on each page: choose **Save as PDF** there. There is no PDF file to download from PMOS itself, because the browser makes the PDF. **Download › PPTX** gives the same slides as a PowerPoint file. The slides use the report's saved look: its font and its own title or main colour. If the report has no saved look, they use the standard PMOS look. PMOS does not draw KR trend lines, last-quarter bars or forecast ranges, because the draft does not have that data yet.
|
|
42
42
|
|
|
43
43
|
A report that you set up can have its own design, as a deck or an interactive document, with a presenter view, speaker notes and notes on the slide. See [Design how a report looks](report-design.md).
|
|
@@ -47,7 +47,7 @@ The Reports page shows a report as slides. [Report slides](report-slides.md) tel
|
|
|
47
47
|
|
|
48
48
|
When you draft a slot again, every note stays as you wrote it, next to its initiative. The order of the blocks can change. A note for an initiative that is no longer in the window moves to "Notes kept from an earlier draft".
|
|
49
49
|
|
|
50
|
-
When you ask Claude in a chat to change a report, the change goes to the latest draft of that report, in its own file. The report's session
|
|
50
|
+
When you ask Claude in a chat to change a report, the change goes to the latest draft of that report, in its own file. The report's session edits only the notes that the change is about, even when they have text, and keeps every other note and every number as it is. It keeps each caveat (a sentence that says something is provisional, not decided or unverified), also when you ask for shorter text, and it tells you which notes it changed and quotes any sentence it removed. It drafts the same slot again only when you ask for fresh numbers. It never drafts a new slot for today. A change to a number, a date, a section or a slide is not made in the draft: the session tells you which setting to change in the template or the studio. If the latest cycle is issued, it is frozen, and the change is not passed on.
|
|
51
51
|
|
|
52
52
|
## The commands
|
|
53
53
|
|
|
@@ -1,8 +1,8 @@
|
|
|
1
1
|
---
|
|
2
2
|
type: Guide
|
|
3
3
|
title: "Workflows: the stages each kind of initiative goes through"
|
|
4
|
-
description: "Settings › Workflows: the workflow list, one numbered list of stages across To do, In progress and Done, the stage panel, Only when conditions, removing a stage in use, New workflow in the chat, moving initiatives to a simpler workflow, and the pmos workflow commands."
|
|
5
|
-
timestamp: 2026-11-
|
|
4
|
+
description: "Settings › Workflows: the workflow list, the default workflow (the star), one numbered list of stages across To do, In progress and Done, the stage panel, Only when conditions, removing a stage in use, New workflow in the chat, moving initiatives to a simpler workflow, and the pmos workflow commands."
|
|
5
|
+
timestamp: 2026-11-02
|
|
6
6
|
---
|
|
7
7
|
|
|
8
8
|
# Workflows
|
|
@@ -14,11 +14,21 @@ Open it from **Menu › Settings › Workflows**. The address is `/premium-workf
|
|
|
14
14
|
## The page
|
|
15
15
|
|
|
16
16
|
- **The list** on the left shows each workflow and how many initiatives use it. **+** starts a new workflow. An archived workflow shows last, under **Archived**.
|
|
17
|
+
- **The star** on a row marks the **default workflow**: the workflow a new initiative starts on. Point at a row, or tab to it, to see its star, and press it to make that workflow the default. The toast has **Undo**. Product feature is the default until you pick another, and it can be the default again.
|
|
17
18
|
- **The workflow** is one numbered list of stages, in three columns: **To do**, **In progress** and **Done**. Drag a stage to change its place or its column. **Add a stage** adds one at the end of that column. The dashed **Won't do · Archived** column is in every workflow: any initiative can go there from any stage, and come back to Triage.
|
|
18
19
|
- **Triage** is always the first stage, in To do.
|
|
19
20
|
- Tap the name of the workflow to rename it. **⋯** has **Copy** and **Archive**. You cannot archive a workflow that initiatives use.
|
|
20
21
|
- **Product feature** cannot change. **Copy it** to make a workflow of your own from it. A stage of Product feature has **Copy it** too: the copy opens on that stage.
|
|
21
22
|
|
|
23
|
+
## The default workflow
|
|
24
|
+
|
|
25
|
+
A new initiative starts in Triage on the default workflow. It does not matter how you add it: from Triage, from a Horizon scan proposal, from the initiative form, or with `pmos initiative new`. PMOS still reads the initiative's BRD and proposes a switch when the work reads like another workflow. You decide.
|
|
26
|
+
|
|
27
|
+
- The default is per workspace. A workspace that never set a default uses the one you set in Settings.
|
|
28
|
+
- Changing the default does not move initiatives that already exist.
|
|
29
|
+
- If you archive the default workflow, Product feature is the default again. Restoring the workflow does not make it the default again: press its star.
|
|
30
|
+
- The **In:** chip in the chat names where a message goes. It does not show a workflow.
|
|
31
|
+
|
|
22
32
|
## A stage
|
|
23
33
|
|
|
24
34
|
Tap a stage to open it in the side panel. Tap its name at the top to rename it. The panel has:
|
|
@@ -47,6 +57,8 @@ Press **+**. The chat opens, scoped **New workflow**. Tell Claude how the work g
|
|
|
47
57
|
- **Edit by hand** opens the draft on the page, so you can change it before you create it.
|
|
48
58
|
- You can also start **blank** (only Triage) or **from a copy** of a workflow.
|
|
49
59
|
|
|
60
|
+
You can open another workflow while a draft is going. The draft keeps its row at the end of the list, marked **draft**, until you create it. Press that row to go back to the chat and the draft beside it. In the chat list on Home, the same chat shows **In: New workflow**.
|
|
61
|
+
|
|
50
62
|
## Move initiatives to a simpler workflow
|
|
51
63
|
|
|
52
64
|
To use fewer stages, copy Product feature and make the copy simpler. For example, use Discovery, Implementation and Evaluation.
|
|
@@ -62,7 +74,7 @@ To use fewer stages, copy Product feature and make the copy simpler. For example
|
|
|
62
74
|
|
|
63
75
|
An agent writes a draft or a reading with these commands, and moves an initiative along its workflow when you ask. It never saves, copies or archives a workflow: those are your presses on the page.
|
|
64
76
|
|
|
65
|
-
- `pmos workflow list` names the workflows of this repository.
|
|
77
|
+
- `pmos workflow list` names the workflows of this repository and marks the default one.
|
|
66
78
|
- `pmos workflow show <id>` shows one workflow, its stages numbered.
|
|
67
79
|
- `pmos workflow draft --file <path>` writes the draft that the New workflow chat shows. `--note` adds a line.
|
|
68
80
|
- `pmos workflow show-draft` shows the draft that is open.
|
|
@@ -10,6 +10,7 @@ const fs = require('fs');
|
|
|
10
10
|
const path = require('path');
|
|
11
11
|
const { spawn } = require('child_process');
|
|
12
12
|
const { findBrowser } = require('./lib/find-browser');
|
|
13
|
+
const { openMission } = require('./lib/open-mission');
|
|
13
14
|
const T = require('./test-run').configure({ name: 'ini-workflow' });
|
|
14
15
|
const IP = require('./lib/initiative-premium.js');
|
|
15
16
|
const F = require('./fixtures/initiative-premium-facts.js');
|
|
@@ -71,7 +72,7 @@ const BRIEF = BRP.build(BRF.facts());
|
|
|
71
72
|
const shot = async (p, name) => { if (SHOTS) await p.screenshot({ path: path.join(SHOTS, name + '.png') }); };
|
|
72
73
|
|
|
73
74
|
const open = async ({ w = 1440, h = 900, theme = 'light', B = board('triage', { pmos: true }), fresh = true } = {}) => {
|
|
74
|
-
const ctx = await browser.newContext({ viewport: { width: w, height: h } });
|
|
75
|
+
const ctx = await openMission(await browser.newContext({ viewport: { width: w, height: h } }));
|
|
75
76
|
const page = await ctx.newPage();
|
|
76
77
|
const S = { B };
|
|
77
78
|
const errors = [], posts = [];
|
|
@@ -4,8 +4,9 @@
|
|
|
4
4
|
*
|
|
5
5
|
* CATS · ENDS · OUTPUT_KINDS · WHEN_MODES · DECIDE · ICONS · PRODUCT_FEATURE_ID · PRODUCT_FEATURE
|
|
6
6
|
* check(wf, { existing }) → { ok, workflow } | { ok:false, status, error } validate and normalise one workflow
|
|
7
|
-
* fold(lines) → { byId: Map, draft }
|
|
8
|
-
* list(folded, counts?) → [workflow + { count }]
|
|
7
|
+
* fold(lines) → { byId: Map, draft, defaultId } the library (Product feature first)
|
|
8
|
+
* list(folded, counts?) → [workflow + { count, default? }] Product feature first, archived last
|
|
9
|
+
* defaultOf(folded) → the workflow a new initiative starts on (Product feature when none is set or it is archived)
|
|
9
10
|
* resolve(folded, id) → the workflow (Product feature when the id is unknown or missing)
|
|
10
11
|
* stageByRef(wf, ref) → the stage a key or a name names, or null
|
|
11
12
|
* switchTarget(from, to, stageKey) → the key an initiative lands on when it switches workflow (the bridge's stage, see mapOf)
|
|
@@ -27,6 +28,8 @@
|
|
|
27
28
|
* wf-save { wf } create or edit (Product feature is never saved: it is built in)
|
|
28
29
|
* wf-archive { id, archived }
|
|
29
30
|
* wf-draft { draft | null, note? } the one open draft the chat wrote (null clears it)
|
|
31
|
+
* wf-default { id } the workflow a new initiative starts on, for this workspace (batch 24 item 3, canvas DfA). The last
|
|
32
|
+
* line wins. Product feature can be the default. An unknown or archived id reads as Product feature.
|
|
30
33
|
*/
|
|
31
34
|
|
|
32
35
|
const { STAGES: LIFE, LABELS, OUTPUTS, MILESTONES } = require('./nine-stages');
|
|
@@ -134,7 +137,7 @@ function check(wf) {
|
|
|
134
137
|
/** Fold workflows.jsonl (objects or JSON strings), oldest first. */
|
|
135
138
|
function fold(lines) {
|
|
136
139
|
const byId = new Map([[PRODUCT_FEATURE_ID, PRODUCT_FEATURE]]);
|
|
137
|
-
let draft = null;
|
|
140
|
+
let draft = null, defaultId = null;
|
|
138
141
|
for (const raw of lines || []) {
|
|
139
142
|
let e = raw;
|
|
140
143
|
if (typeof raw === 'string') { try { e = JSON.parse(raw); } catch { continue; } }
|
|
@@ -153,14 +156,24 @@ function fold(lines) {
|
|
|
153
156
|
byId.set(e.id, w);
|
|
154
157
|
} else if (e.kind === 'wf-draft') {
|
|
155
158
|
draft = isObj(e.draft) ? { draft: e.draft, note: typeof e.note === 'string' ? e.note : '', at: e.at || null } : null;
|
|
159
|
+
} else if (e.kind === 'wf-default' && typeof e.id === 'string' && e.id) {
|
|
160
|
+
defaultId = e.id;
|
|
156
161
|
}
|
|
157
162
|
}
|
|
158
|
-
return { byId, draft };
|
|
163
|
+
return { byId, draft, defaultId };
|
|
164
|
+
}
|
|
165
|
+
|
|
166
|
+
/** The workflow a new initiative starts on: the last wf-default line's workflow, or Product feature when none is set, the id is not in the
|
|
167
|
+
* library, or that workflow is archived. */
|
|
168
|
+
function defaultOf(folded) {
|
|
169
|
+
const w = folded && folded.defaultId ? folded.byId.get(folded.defaultId) : null;
|
|
170
|
+
return w && !w.archived ? w : PRODUCT_FEATURE;
|
|
159
171
|
}
|
|
160
172
|
|
|
161
173
|
/** The library as a list: Product feature first, then by name, archived last. counts: { [id]: n } initiatives on each. */
|
|
162
174
|
function list(folded, counts = {}) {
|
|
163
|
-
const
|
|
175
|
+
const def = defaultOf(folded).id;
|
|
176
|
+
const all = [...folded.byId.values()].map((w) => ({ ...w, count: counts[w.id] || 0, ...(w.id === def ? { default: true } : {}) }));
|
|
164
177
|
const rank = (w) => (w.id === PRODUCT_FEATURE_ID ? 0 : w.archived ? 2 : 1);
|
|
165
178
|
return all.sort((a, b) => rank(a) - rank(b) || a.name.localeCompare(b.name));
|
|
166
179
|
}
|
|
@@ -269,5 +282,5 @@ const milestonesOf = (wf) => (wf || PRODUCT_FEATURE).stages.filter((s) => s.mile
|
|
|
269
282
|
|
|
270
283
|
module.exports = {
|
|
271
284
|
CATS, CAT_LABEL, ENDS, OUTPUT_KINDS, WHEN_MODES, DECIDE, ICONS, PRODUCT_FEATURE_ID, PRODUCT_FEATURE,
|
|
272
|
-
slug, check, fold, list, resolve, stageByRef, switchTarget, proposeBridge, mapOf, removedInUse, stagesOf, copyOf, milestonesOf,
|
|
285
|
+
slug, check, fold, list, defaultOf, resolve, stageByRef, switchTarget, proposeBridge, mapOf, removedInUse, stagesOf, copyOf, milestonesOf,
|
|
273
286
|
};
|
|
@@ -35,6 +35,18 @@ const triage = require('./triage.js');
|
|
|
35
35
|
const lifecycle = require('./lifecycle-stage.js');
|
|
36
36
|
const { parseArgs } = require('./schedule-cli');
|
|
37
37
|
|
|
38
|
+
/** Batch 24 item 3: the new initiative starts on this repository's default workflow (routes-boards startOnDefault), as a page create does. */
|
|
39
|
+
function startOnDefault(root, r, actor) {
|
|
40
|
+
try {
|
|
41
|
+
const D = require('./driver.js');
|
|
42
|
+
const dir = D.stateDirOf(root);
|
|
43
|
+
if (!dir) return;
|
|
44
|
+
const w = { id: D.wsIdOf(root), name: path.basename(root), root };
|
|
45
|
+
const ctx = { getWs: () => w, workspaceList: () => [w], stateDirFor: () => dir, selfRoot: path.resolve(__dirname, '..', '..') };
|
|
46
|
+
require('./routes-boards.js').startOnDefault(ctx, w, r.id, actor, { recordPath: r.path });
|
|
47
|
+
} catch { /* the initiative is made; it runs Product feature */ }
|
|
48
|
+
}
|
|
49
|
+
|
|
38
50
|
const COMMANDS = { initiative: ['new', 'top', 'up', 'down', 'bottom', 'after', 'check-by', 'adopt', 'drop', 'list', 'export'] };
|
|
39
51
|
/** The horizon verbs D105 retired: they answer with what to use instead. */
|
|
40
52
|
const RETIRED = Object.freeze(['now', 'next', 'later']);
|
|
@@ -121,8 +133,10 @@ async function run(argv, { say = (s) => console.log(s), cwd = process.cwd(), isT
|
|
|
121
133
|
}
|
|
122
134
|
if (flags.title) input.title = flags.title;
|
|
123
135
|
for (const k of ['lane', 'anchor', 'intent', 'id']) if (flags[k]) input[k] = flags[k];
|
|
124
|
-
const
|
|
136
|
+
const actor = actorLib.fromCli(who);
|
|
137
|
+
const r = writer.createInitiative(root, input, { actor, now });
|
|
125
138
|
if (!r.ok) return fail(r.error);
|
|
139
|
+
startOnDefault(root, r, actor);
|
|
126
140
|
return done({ id: r.id, path: r.path }, `✓ ${r.id} added at the end of the Roadmap (${r.path}). Commit the record to keep it.`);
|
|
127
141
|
}
|
|
128
142
|
|
|
@@ -0,0 +1,14 @@
|
|
|
1
|
+
'use strict';
|
|
2
|
+
/* open-mission: a browser-test helper. The initiative mission (the telemetry card, the way to finish, About) starts hidden in its
|
|
3
|
+
* banner (batch 24 item 1). Suites that read the open card wrap their context with this, as a PM who unfolded it: any initiative
|
|
4
|
+
* with no fold of its own in the browser reads as open. A suite that checks the banner default does not use it. */
|
|
5
|
+
async function openMission(ctx) {
|
|
6
|
+
await ctx.addInitScript(() => {
|
|
7
|
+
try {
|
|
8
|
+
const g = Storage.prototype.getItem;
|
|
9
|
+
Storage.prototype.getItem = function (k) { const v = g.call(this, k); return v == null && /^pmos\.iv\.mc\./.test(String(k)) ? '{"mc":true}' : v; };
|
|
10
|
+
} catch { /* no storage: the default holds */ }
|
|
11
|
+
});
|
|
12
|
+
return ctx;
|
|
13
|
+
}
|
|
14
|
+
module.exports = { openMission };
|
|
@@ -236,7 +236,7 @@ function pyramidSlideXml(s, L) {
|
|
|
236
236
|
text(1150, 686, 63, 22, String(s.n), { size: 15, color: navy ? '#C9D3EA' : '#8A8478', align: 'r', name: 'Page number' });
|
|
237
237
|
if (navy) {
|
|
238
238
|
text(67, 270, 1000, 22, s.tag.toUpperCase(), { size: 15, bold: true, color: '#C9D3EA' });
|
|
239
|
-
text(67, 300,
|
|
239
|
+
text(67, 300, 1100, 230, s.title, { size: s.size || 64, bold: true, color: '#FFFFFF', anchor: 'b', name: 'Title' });
|
|
240
240
|
text(67, 545, 1000, 70, s.sub, { size: 22, color: '#DDE4F3' });
|
|
241
241
|
return out;
|
|
242
242
|
}
|
|
@@ -248,6 +248,7 @@ function pyramidSlideXml(s, L) {
|
|
|
248
248
|
y += 30;
|
|
249
249
|
if (s.kind === 'answer') {
|
|
250
250
|
const right = s.ask && s.ask.question;
|
|
251
|
+
if (s.lead) { text(67, y - 8, 1120, 60, s.lead, { size: 18, color: L.soft, name: 'Lead' }); y += 64; }
|
|
251
252
|
s.supports.forEach((x, i) => {
|
|
252
253
|
const yy = y + i * 92;
|
|
253
254
|
if (i) shape(67, yy - 10, right ? 640 : 1146, 1, { fill: L.line });
|
|
@@ -473,12 +474,13 @@ const FORMATS = Object.freeze({
|
|
|
473
474
|
});
|
|
474
475
|
const BUILD = { docx, pptx, xlsx, csv: (r) => Buffer.from(csv(r), 'utf8') };
|
|
475
476
|
|
|
476
|
-
/** opts.look: the look lib/report-pyramid.js lookOf read (the route passes it); a cadence draft's .pptx is the Pyramid deck in that look.
|
|
477
|
+
/** opts.look: the look lib/report-pyramid.js lookOf read (the route passes it); a cadence draft's .pptx is the Pyramid deck in that look.
|
|
478
|
+
* opts.data: the structured cycle's <slot>.data.json (report-pyramid dataOf), for the sources not reached. */
|
|
477
479
|
function exportOf(markdown, fmt, opts = {}) {
|
|
478
480
|
if (!Object.prototype.hasOwnProperty.call(FORMATS, fmt)) return { ok: false, error: `fmt must be one of ${Object.keys(FORMATS).join(', ')}` };
|
|
479
481
|
const report = parseReport(markdown);
|
|
480
482
|
let buffer;
|
|
481
|
-
try { buffer = fmt === 'pptx' ? pptx(report, require('./report-pyramid.js').deckOf(markdown, opts.look)) : BUILD[fmt](report); } catch (e) { return { ok: false, error: 'the file could not be built: ' + String((e && e.message) || e).slice(0, 160) }; }
|
|
483
|
+
try { buffer = fmt === 'pptx' ? pptx(report, require('./report-pyramid.js').deckOf(markdown, opts.look, { data: opts.data || null })) : BUILD[fmt](report); } catch (e) { return { ok: false, error: 'the file could not be built: ' + String((e && e.message) || e).slice(0, 160) }; }
|
|
482
484
|
const stem = plain(report.title).toLowerCase().replace(/[^a-z0-9]+/g, '-').replace(/^-+|-+$/g, '').slice(0, 60) || 'report';
|
|
483
485
|
return { ok: true, fmt, name: `${stem}.${fmt}`, mime: FORMATS[fmt].mime, buffer };
|
|
484
486
|
}
|