create-pmos 0.513.0 → 0.515.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "create-pmos",
-  "version": "0.513.0",
+  "version": "0.515.0",
   "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": {
@@ -32,6 +32,32 @@
     "audit"
   ],
   "pmosChanges": [
+    {
+      "v": "0.515.0",
+      "at": "2026-11-03T23:11:51.264Z",
+      "f": 4,
+      "prs": [
+        {
+          "n": 1206,
+          "t": "Intelligence reads the OKR file as its goal list (redesign A)",
+          "s": "Intelligence reads the OKR file as its goal list (redesign A)",
+          "k": "new"
+        }
+      ]
+    },
+    {
+      "v": "0.514.0",
+      "at": "2026-11-03T16:19:12.685Z",
+      "f": 4,
+      "prs": [
+        {
+          "n": 1205,
+          "t": "Closed also reads the Done category and terminal stage names",
+          "s": "Closed also reads the Done category and terminal stage names",
+          "k": "fix"
+        }
+      ]
+    },
     {
       "v": "0.513.0",
       "at": "2026-11-03T15:46:14.696Z",
@@ -436,132 +462,6 @@
           "d": "A page stayed blank while it read its data. Now it shows its shape right away and fills in as data arrives."
         }
       ]
-    },
-    {
-      "v": "0.495.0",
-      "at": "2026-11-02T23:31:50.485Z",
-      "f": 4,
-      "prs": [
-        {
-          "n": 1164,
-          "t": "Report fixes from the live check of 0.494.0",
-          "s": "Report fixes from the live check of 0.494.0",
-          "k": "fix",
-          "h": "Report fixes from a live check",
-          "d": "A live check of reports found several small problems. They are fixed now."
-        },
-        {
-          "n": 1167,
-          "t": "Keep a live New workflow draft on the Workflows list",
-          "s": "Keep a live New workflow draft on the Workflows list",
-          "k": "fix",
-          "h": "New workflow drafts stay put",
-          "d": "A workflow draft you were making could vanish from the list. Now it stays there until you finish or remove it."
-        },
-        {
-          "n": 1166,
-          "t": "Initiative telemetry card starts collapsed",
-          "s": "Initiative telemetry card starts collapsed",
-          "k": "fix",
-          "h": "A quieter initiative page",
-          "d": "The progress card opened fully on every initiative. Now it starts folded, and you open it when you want it."
-        },
-        {
-          "n": 1168,
-          "t": "A sent chat message shows at once",
-          "s": "A sent chat message shows at once",
-          "k": "fix",
-          "h": "Sent messages show at once",
-          "d": "A chat message you sent took a moment to appear. Now it shows the moment you send it."
-        },
-        {
-          "n": 1169,
-          "t": "A default workflow, set with a star in Settings › Workflows",
-          "s": "A default workflow, set with a star in Settings › Workflows",
-          "k": "new",
-          "h": "Pick a default workflow",
-          "d": "Every new initiative needed its workflow chosen by hand. Now you star one in Settings and new work uses it."
-        }
-      ]
-    },
-    {
-      "v": "0.494.0",
-      "at": "2026-11-02T15:38:38.702Z",
-      "f": 4,
-      "prs": [
-        {
-          "n": 1156,
-          "t": "A report change from the chat edits the existing draft in place",
-          "s": "A report change from the chat edits the existing draft in place",
-          "k": "fix",
-          "h": "Report edits from chat change the draft",
-          "d": "Asking the chat to change a report could start a new draft. Now it edits the draft you already have."
-        },
-        {
-          "n": 1150,
-          "t": "A report's chat icon opens its own conversation beside it",
-          "s": "A report's chat icon opens its own conversation beside it",
-          "k": "new",
-          "h": "Talk about a report beside it",
-          "d": "A report had no place of its own to discuss it. Now its chat icon opens a conversation next to the report."
-        },
-        {
-          "n": 1149,
-          "t": "Product groups use the product name, not the folder name",
-          "s": "Product groups use the product name, not the folder name",
-          "k": "fix",
-          "h": "Products show their real names",
-          "d": "Board groups showed the folder name of a product. Now they show the product's own name."
-        },
-        {
-          "n": 1157,
-          "t": "Weekly impact check as thank-you bubbles, counted by default",
-          "s": "Weekly impact check as thank-you bubbles, counted by default",
-          "k": "new",
-          "h": "Your weekly impact, as thank-yous",
-          "d": "The weekly impact check was easy to miss. Now it arrives as small thank-you bubbles and is counted by default."
-        },
-        {
-          "n": 1158,
-          "t": "Grill every initiative with open work, not only late work; Home says how many",
-          "s": "Grill every initiative with open work, not only late work; Home says how many",
-          "k": "fix",
-          "h": "Every open initiative gets a grill",
-          "d": "Claude only grilled initiatives that were late. Now it grills every initiative with open work, and Home says how many."
-        },
-        {
-          "n": 1159,
-          "t": "Pages open faster after a break and after a start",
-          "s": "Pages open faster after a break and after a start",
-          "k": "imp",
-          "h": "Pages open faster",
-          "d": "Pages were slow after a break or a fresh start. Now they open quicker in both cases."
-        },
-        {
-          "n": 1161,
-          "t": "A report template keeps its look and sections",
-          "s": "A report template keeps its look and sections",
-          "k": "new",
-          "h": "Report templates keep their look",
-          "d": "A report made from a template could lose the template's look and sections. Now it keeps both."
-        },
-        {
-          "n": 1162,
-          "t": "Finished report slides, the Pyramid deck",
-          "s": "Finished report slides, the Pyramid deck",
-          "k": "new",
-          "h": "Finished report slides",
-          "d": "Reports could not become a finished slide deck. Now a report can come out as clean slides in the Pyramid style."
-        },
-        {
-          "n": 1160,
-          "t": "Tighter phone initiative page, one 16 px inset",
-          "s": "Tighter phone initiative page, one 16 px inset",
-          "k": "new",
-          "h": "A tidier initiative page on the phone",
-          "d": "On a phone the initiative page had uneven edges. Now everything lines up on one even margin."
-        }
-      ]
     }
   ]
 }

package/payload/KIT-VERSION

@@ -1,3 +1,3 @@
-kernel-source: pmos@d90291c5
+kernel-source: pmos@49a5661d
 assembled: 2026-11-03
 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: "2026-11-03T15:46:12Z"}
+generated: {by: process:create-pmos, at: "2026-11-03T23:11:47Z"}
 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: "2026-11-03T15:46:12Z"}
+generated: {by: process:create-pmos, at: "2026-11-03T23:11:47Z"}
 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: "2026-11-03T15:46:12Z"}
+generated: {by: process:create-pmos, at: "2026-11-03T23:11:47Z"}
 status: stable
 ---
 

package/workspace/briefing-premium-insights-test.js

@@ -47,7 +47,7 @@ const finish = async (code) => {
 process.on('unhandledRejection', (e) => { console.error(e); finish(1); });
 
 const BUDGETS = [{ id: 'docs', covers: 'documentation upkeep', cap: 0.2 }, { id: 'ops', covers: 'pipelines and deploys', cap: 0.1 }];   // as parseBudgets reads planning/okrs/health-budgets.md
-const mk = (o) => IP.build(F.facts(Object.assign({ pinned: 'all', budgets: BUDGETS }, o)));   // All goals pinned, so Goals opens on every goal
+const mk = (o) => IP.build(F.facts(Object.assign({ pinned: 'all', budgets: BUDGETS, self: true }, o)));   // the PMOS workspace itself: its own agent tiles show (redesign A)   // All goals pinned, so Goals opens on every goal
 /* the Board's measures, as GET /api/board-metrics-premium answers them: two with a series, one to look at, one the engine has not derived */
 const BMR = { ok: true, state: 'ready', model: { tiles: [
   { key: 'corrections', value: '2.6', ser: [3.1, 2.9, 2.6] }, { key: 'merges', value: '174', ser: [150, 160, 174] },
@@ -351,7 +351,7 @@ const BMR = { ok: true, state: 'ready', model: { tiles: [
   {
     const R = await open(), q = R.page;
     const o = await q.evaluate(() => ({ cols: [...document.querySelectorAll('#outTbl .ins-th [role="columnheader"]')].map((c) => c.textContent).join('|'), rows: [...document.querySelectorAll('#outTbl [data-ini]')].map((r) => r.dataset.ini), sso: document.querySelector('#outTbl [data-ini="sso-partners"]').textContent.replace(/\s+/g, ' '), decide: document.querySelectorAll('#outTbl [data-verdict]').length, keep: document.querySelectorAll('#outTbl [data-keep]').length, shown: !document.querySelector('#pOutcomes').hidden }));
-    ok('O1 Did it work? sits under the key results with the columns Promised, Got and Verdict, and counts what is to judge and in window', o.shown && o.cols === 'Did it work? 1 to judge · 2 in window|Promised|Got|Verdict', o.cols);
+    ok('O1 Did it work? sits under the key results with the columns Promised, Check, Got and Verdict (redesign A: the check date is a column), and counts what is to judge and in window', o.shown && o.cols === 'Did it work? 1 to judge · 2 in window|Promised|Check|Got|Verdict', o.cols);
     ok('O1 it lists only the work to judge and in its window; a row says what its goal promised and what it got, and its date', o.rows.join() === 'refund-reason-codes,sso-partners,audit-log-export' && /Partner activation \+30 pts/.test(o.sso) && /\+8 pts/.test(o.sso) && /Judged Dec 31/.test(o.sso) && /shipped Oct 23/.test(o.sso), JSON.stringify(o));
     ok('O1 a promise with no reading has no drafted verdict: Decide only, no ✓', o.decide === 1 && o.keep === 0, JSON.stringify(o));
     await R.ctx.close();
@@ -359,7 +359,7 @@ const BMR = { ok: true, state: 'ready', model: { tiles: [
     ok('O1 a guardrail is read from the readings: since Audit log export shipped, partner activation held or got worse', /Partner activation: worse by 2 pts/.test(await txt('#outTbl [data-ini="audit-log-export"]', R2.page)), await txt('#outTbl [data-ini="audit-log-export"]', R2.page));
     await R2.ctx.close();
     /* churn met its promise (4% down to 1.8%): Claude drafts Keep, one ✓ records it with the drafted line, and Undo takes it back */
-    const met = F.facts({ pinned: 'all', budgets: BUDGETS }); met.outcomes.find((x) => x.id === 'krm-churn').readings = [{ at: '2026-09-01', v: 4 }, { at: '2026-10-15', v: 1.8 }];
+    const met = F.facts({ pinned: 'all', budgets: BUDGETS, self: true }); met.outcomes.find((x) => x.id === 'krm-churn').readings = [{ at: '2026-09-01', v: 4 }, { at: '2026-10-15', v: 1.8 }];
     const R3 = await open({ model: IP.build(met) }), q3 = R3.page, sent = [];
     await q3.route(/\/api\/insights-records\/verdict(-undo)?$/, (r) => { sent.push([new URL(r.request().url()).pathname, JSON.parse(r.request().postData() || '{}')]); r.fulfill({ contentType: 'application/json', body: '{"ok":true}' }); });
     const dv = await q3.evaluate(() => ({ text: document.querySelector('#outTbl [data-ini="refund-reason-codes"]').textContent.replace(/\s+/g, ' '), keep: (document.querySelector('#outTbl [data-keep]') || {}).getAttribute && document.querySelector('#outTbl [data-keep]').getAttribute('aria-label') }));
@@ -381,7 +381,7 @@ const BMR = { ok: true, state: 'ready', model: { tiles: [
     const dc0 = await R4.page.evaluate(() => ({ rows: [...document.querySelectorAll('#outTbl [data-ini]')].map((r) => r.dataset.ini).join(), foot: (document.querySelector('#decFold') || {}).textContent }));
     await R4.page.click('#decFold'); await sleep(80);
     const dc = await R4.page.evaluate(() => (document.querySelector('#outTbl [data-ini="refund-reason-codes"]') || {}).textContent || '');
-    ok('O2 a decided row folds under one line that counts the verdicts; opened, it says Kept and what was learned', !/refund-reason-codes/.test(dc0.rows) && /^Decided 1 · 1 kept, 0 changed, 0 stopped/.test(dc0.foot || '') && /Kept/.test(dc) && /Codes work\./.test(dc), JSON.stringify([dc0, dc]));
+    ok('O2 a decided row folds under one line that counts the verdicts, zero counts left out (redesign A); opened, it says Kept and what was learned', !/refund-reason-codes/.test(dc0.rows) && (dc0.foot || '').trim() === 'Decided 1 · 1 kept' && /Kept/.test(dc) && /Codes work\./.test(dc), JSON.stringify([dc0, dc]));
     await R4.ctx.close();
   }
 
@@ -390,9 +390,9 @@ const BMR = { ok: true, state: 'ready', model: { tiles: [
     const R = await open(), q = R.page;
     await q.click('#moreB'); await q.click('#moreMenu [data-more=\"library\"]');
     /* re-pointed (premium-uncovered-features, IsLibrary): the bar hands New report to Home, Found in your work is cards, the reports are Report · Next · Status */
-    const lb = await q.evaluate(() => ({ side: !document.querySelector('#libSide').hidden, nr: document.querySelector('#newRep').getAttribute('href'), found: document.querySelector('#listRows .ins-fdh b').textContent, fcards: [...document.querySelectorAll('#listRows .ins-fcard')].map((c) => c.dataset.f + ':' + [...c.querySelectorAll('.ins-btn[data-fx]')].map((b) => b.textContent).join('/')).join(), heads: [...document.querySelectorAll('#repAsks .ins-rlh span')].map((s) => s.textContent).join('|'), rows: [...document.querySelectorAll('#listRows .ins-rl:not(.ins-rlh)')].map((r) => r.querySelector('.nm b').textContent + '|' + r.querySelector('.nx').textContent + '|' + r.querySelector('.st').textContent).join(' / '), setups: document.querySelectorAll('#listRows [data-setup]').length, asks: document.querySelectorAll('#listRows [data-ask]').length, cards: [...document.querySelectorAll('#listRows .ins-dcard')].map((c) => c.dataset.d + (c.querySelector('.ins-pinned') ? '*' : '')).join(), cap: document.querySelector('#repCap').textContent, old: !!document.querySelector('#listSeg, #sugB') }));
+    const lb = await q.evaluate(() => ({ side: !document.querySelector('#libSide').hidden, nr: document.querySelector('#newRep').getAttribute('href'), found: document.querySelector('#listRows .ins-fdh b').textContent, fcards: [...document.querySelectorAll('#listRows .ins-fcard')].map((c) => c.dataset.f + ':' + [...c.querySelectorAll('.ins-btn[data-fx]')].map((b) => b.textContent).join('/')).join(), heads: [...document.querySelectorAll('#repAsks .ins-rlh span')].map((s) => s.textContent).join('|'), rows: [...document.querySelectorAll('#repNeeds .ins-rl:not(.ins-rlh), #listRows .ins-rl:not(.ins-rlh)')].map((r) => r.querySelector('.nm b').textContent + '|' + r.querySelector('.nx').textContent + '|' + r.querySelector('.st').textContent).join(' / '), setups: document.querySelectorAll('#repNeeds [data-setup], #listRows [data-setup]').length, asks: document.querySelectorAll('#repNeeds [data-ask], #listRows [data-ask]').length, cards: [...document.querySelectorAll('#listRows .ins-dcard')].map((c) => c.dataset.d + (c.querySelector('.ins-pinned') ? '*' : '')).join(), cap: document.querySelector('#repCap').textContent, old: !!document.querySelector('#listSeg, #sugB') }));
     ok('L1 Reports and dashboards opens as a side panel from ⋯; New report in Home hands off there, and Found in your work holds the finding as a card', lb.side && /^\/premium\.html\?ws=w1&ask=insights&q=Make%20a%20new%20report/.test(lb.nr) && lb.found === 'Found in your work · 1' && lb.fcards === 'f-1:Set it up/Not a report' && lb.cap === '9' && !lb.old, JSON.stringify(lb));
-    ok('L1 the reports table is Report, Next and Status; a draft says "Draft ready for" its date; a request says Proposal or Working', lb.heads === 'Report|Next|Status' && /Draft ready for Oct 14/.test(lb.rows) && /Partner update\|First draft [^|]+\|Runs every other monday/i.test(lb.rows) && /Churn for finance\|—\|Proposal/.test(lb.rows) && lb.setups === 1 && lb.asks === 2, JSON.stringify(lb.rows));
+    ok('L1 the reports table is Report, Next and Status (what needs you first, redesign A); a draft says "Draft ready for" its date; a request says Proposal or Working', lb.heads === 'Report|Next|Status' && /Draft ready for Oct 14/.test(lb.rows) && /Partner update\|First draft [^|]+\|Runs every other monday/i.test(lb.rows) && /Churn for finance\|—\|Proposal/.test(lb.rows) && lb.setups === 1 && lb.asks === 2, JSON.stringify(lb.rows));
     ok('L1 dashboards are cards; only the pinned one carries the pin', lb.cards === 'all*,pd-1,p:Growth,p:Reliability', lb.cards);
     const rs = []; await q.route('**/api/report-setups/*', (r) => { rs.push([new URL(r.request().url()).pathname.replace('/api/report-setups/', ''), JSON.parse(r.request().postData() || '{}')]); r.fulfill({ contentType: 'application/json', body: '{"ok":true,"drafted":{"slot":"2026-10-23","path":"planning/reports/x/2026-10-23.md"}}' }); });
     const lastRs = () => rs[rs.length - 1] || [null, {}];
@@ -412,7 +412,7 @@ const BMR = { ok: true, state: 'ready', model: { tiles: [
     await q.click('#czViewer [data-st="brief"]'); await sleep(80);
     ok('L2 its Brief says what it is for and for whom', /What moved for partners this fortnight/.test(await txt('#czViewer .ins-gb', q)) && /Leadership/.test(await txt('#czViewer .ins-gb', q)));
     await vwClose(q);
-    await q.click('#listRows [data-ask="a-1"]'); const s3 = await until(() => vw(q));
+    await q.click('#repBody [data-ask="a-1"]'); const s3 = await until(() => vw(q));
     await q.click('#czViewer [data-act="chg"]'); await q.click('#czViewer [data-act="change"]'); const need = await txt('#czViewer [data-msg]', q);
     await q.fill('#czViewer [data-chg]', 'quarterly'); await q.click('#czViewer [data-act="change"]'); await until(() => rs.length > 2, 4000);
     ok('L2 a request from Home opens with what you asked and its proposal; Change it needs words, then posts the correction', s3 && !s3.wait && /A request from Home/.test(s3.text) && /A monthly churn report for finance/.test(s3.text) && /Set it up/.test(s3.text) && /Say what to change/.test(need) && lastRs()[0] === 'change' && lastRs()[1].id === 'a-1' && lastRs()[1].text === 'quarterly', JSON.stringify([s3, need, rs]));
@@ -420,13 +420,13 @@ const BMR = { ok: true, state: 'ready', model: { tiles: [
     ok('L2 every Library press went to a report-setups route', R.posts.every((x) => /^POST \/api\/report-setups\/(setup|pause|change)$/.test(x)), R.posts.join());
     await q.click('#listRows [data-d="p:Reliability"]'); await sleep(150);
     ok('L3 a dashboard card closes the panel and opens the key results on that view', (await txt('#viewName', q)) === 'Reliability' && (await q.evaluate(() => document.querySelector('#libSide').hidden)) && (await q.evaluate(() => [...document.querySelectorAll('#goalTbl [data-goal]')].map((r) => r.dataset.goal).join())) === 'krm-up,krm-churn');
-    await q.click('#moreB'); await q.click('#moreMenu [data-more=\"library\"]'); await q.locator('#listRows [data-rpt]').first().click();   // a report file with no setup opens straight in the reader
+    await q.click('#moreB'); await q.click('#moreMenu [data-more=\"library\"]'); await q.locator('#repBody [data-rpt]').first().click();   // a report file with no setup opens straight in the reader
     ok('L4 a report opens in the page\'s reader, not the console (premium-report-read R1; re-pointed by premium-agreed-design: the reader is the report panel in the Viewer card)', await until(() => q.evaluate(() => !!document.querySelector('#czViewer:not([hidden]) .vz-rp0')), 5000) && /premium-intelligence\.html/.test(q.url()), q.url());
     ok('L4 a draft report has Issue it in the reader, so nothing sends you to the console to issue it', await until(() => q.evaluate(() => !!document.querySelector('#czViewer .vz-rp0 .rp-sum [data-r="issue"]')), 8000) && await q.evaluate(() => !document.querySelector('#czViewer a[href*="console.html"]')));
     await R.ctx.close();
     const lead = { 'planning/reports/biweekly/2026-10-14.md': 'Activation slipped to 28% this fortnight.' };
     const R2 = await open({ model: mk({ leads: lead }) });
-    await R2.page.click('#moreB'); await R2.page.click('#moreMenu [data-more=\"library\"]'); const ln = await R2.page.evaluate(() => ({ dash: [...document.querySelectorAll('#listRows [data-d] .ins-mini small')].map((e) => e.textContent), rep: [...document.querySelectorAll('#listRows [data-rpt] .nm small')].map((e) => e.textContent), su: document.querySelector('#listRows [data-setup] .nm small').textContent }));
+    await R2.page.click('#moreB'); await R2.page.click('#moreMenu [data-more=\"library\"]'); const ln = await R2.page.evaluate(() => ({ dash: [...document.querySelectorAll('#listRows [data-d] .ins-mini small')].map((e) => e.textContent), rep: [...document.querySelectorAll('#repBody [data-rpt] .nm small')].map((e) => e.textContent), su: document.querySelector('#listRows [data-setup] .nm small').textContent }));
     ok('L5 each dashboard card draws its first goals, a report row quotes its file, a setup with no file says no draft is written yet', ln.dash[0] === 'Partner activation' && /“Activation slipped to 28% this fortnight\.”/.test(ln.rep[0]) && /No draft is written yet/.test(ln.su), JSON.stringify(ln));
     await R2.ctx.close();
   }
@@ -463,7 +463,7 @@ const BMR = { ok: true, state: 'ready', model: { tiles: [
   {
     const R = await open({ model: mk({ outcomes: [] }) });
     /* re-pointed (batch 16 item 6): the ✦ line never says "no insight"; with no goal it says what Claude drafts, with ✦ to start it */
-    ok('I10 with no KR metric the ✦ line says no goal is set and offers to draft them, and the page draws no goal; Library still holds the report files', await R.page.evaluate(() => /has no goal yet/.test(document.querySelector('#brief').textContent) && !/no insight/i.test(document.querySelector('#brief').textContent) && !!document.querySelector('#insAct [data-okl="start"]') && /No key result is recorded for this workspace/.test(document.querySelector('#goalTbl').textContent) && document.querySelectorAll('#goalTbl [data-goal]').length === 0 && document.querySelectorAll('#listRows [data-rpt]').length === 2 && /draft the North Star/.test(document.querySelector("#insWhy").textContent) && !document.querySelector('#goalTbl .ins-th')));
+    ok('I10 with no KR metric the ✦ line says no goal is set and offers to draft them, and the page draws no goal; Library still holds the report files', await R.page.evaluate(() => /has no goal yet/.test(document.querySelector('#brief').textContent) && !/no insight/i.test(document.querySelector('#brief').textContent) && !!document.querySelector('#insAct [data-okl="start"]') && /No key result is recorded for this workspace/.test(document.querySelector('#goalTbl').textContent) && document.querySelectorAll('#goalTbl [data-goal]').length === 0 && document.querySelectorAll('#repBody [data-rpt]').length === 2 && /draft the North Star/.test(document.querySelector("#insWhy").textContent) && !document.querySelector('#goalTbl .ins-th')));
     await R.ctx.close();
     const R2 = await open({ model: mk({ reportsOk: false, reports: [], missing: ['reports'] }) });
     await R2.page.click('#moreB'); await R2.page.click('#moreMenu [data-more=\"library\"]');
@@ -500,7 +500,7 @@ const BMR = { ok: true, state: 'ready', model: { tiles: [
     const ctx = await browser.newContext({ viewport: { width: 1280, height: 900 } }), pg = await ctx.newPage(), errs = [];
     pg.on('pageerror', (e) => errs.push(String(e)));
     await pg.goto(BASE + '/premium-insights.html');
-    ok('E4 the real page says there is no goal, and has no script error', await until(() => pg.evaluate(() => /has no goal yet/.test(document.querySelector('#brief').textContent) && /No key result is recorded/.test(document.querySelector('#goalTbl').textContent)), 20000) && errs.length === 0, errs.join(' | '));
+    ok('E4 the real page lists the key results of this repository\'s OKR file with no reading, or says there is no goal, and has no script error (redesign A)', await until(() => pg.evaluate(() => (/^I read your OKR file/.test(document.querySelector('#brief').textContent) && !!document.querySelector('#goalTbl [data-kr]')) || (/has no goal yet/.test(document.querySelector('#brief').textContent) && /No key result is recorded/.test(document.querySelector('#goalTbl').textContent))), 20000) && errs.length === 0, errs.join(' | '));
     await ctx.close();
   }
   {
@@ -570,7 +570,7 @@ const BMR = { ok: true, state: 'ready', model: { tiles: [
     await q.route('**/api/insights-premium?ws=w2*', (r) => { asked.push(r.request().url()); r.fulfill({ contentType: 'application/json', body: JSON.stringify({ ok: true, state: 'ready', model: other }) }); });
     await q.reload();   // the route above answers the second product from the first read on
     const pf = await until(async () => { const x = await q.evaluate(() => ({ chip: (document.querySelector('#prodPick') || { getAttribute: () => '' }).getAttribute('aria-label'), all: (document.querySelector('#prodPick .ppk-all') || {}).textContent, groups: [...document.querySelectorAll('#goalTbl .ins-grp')].map((g) => g.querySelector('[role="cell"]').textContent), rows: document.querySelectorAll('#goalTbl [data-goal]').length, brief: document.querySelector('#brief').textContent, budgets: document.querySelectorAll('#goalTbl [data-budget]').length })); return x.groups.includes('Billing') ? x : null; }, 8000);
-    ok('M1 two products ticked (the chip says All): Portfolio reads the other product once and groups every goal by product; budgets stay with their product', !!pf && pf.chip === 'Products: all 2' && pf.all === 'All' && pf.groups.slice(0, 2).join() === 'pmos,Billing' && pf.rows === 6 && /^Portfolio: 6 goals across 2 products/.test(pf.brief) && pf.budgets === 0 && asked.length === 1, JSON.stringify(pf));
+    ok('M1 two products ticked (the chip says All; the ✦ line sums All products, redesign A): Portfolio reads the other product once and groups every goal by product; budgets stay with their product', !!pf && pf.chip === 'Products: all 2' && pf.all === 'All' && pf.groups.slice(0, 2).join() === 'pmos,Billing' && pf.rows === 6 && /^Across your 2 products/.test(pf.brief) && pf.budgets === 0 && asked.length === 1, JSON.stringify(pf));
     await q.click('#prodPick'); const pm = await q.evaluate(() => [...document.querySelectorAll('#ppMenu [data-pp]')].map((b) => b.querySelector('b').textContent + ':' + ((b.querySelector('em') || {}).textContent || '') + ':' + b.getAttribute('aria-checked')).join());
     ok('M1 the list counts each product\'s goals and ticks both', pm === 'All products::true,pmos:5 goals:true,Billing:1 goal:true', pm);
     await q.keyboard.press('Escape');

package/workspace/briefing-premium-metrics-test.js

@@ -62,7 +62,7 @@ const ready = (model) => ({ status: 200, body: { ok: true, state: 'ready', model
     const IP = require('./lib/insights-premium.js'), IF = require('./fixtures/insights-premium-facts.js');
     const ctx = await browser.newContext({ viewport: { width: 1280, height: 900 } }), q = await ctx.newPage(), errs = [], saves = [];
     q.on('pageerror', (e) => errs.push(String((e && e.message) || e)));
-    await q.route('**/api/insights-premium*', (r) => r.fulfill({ contentType: 'application/json', body: JSON.stringify({ ok: true, state: 'ready', model: IP.build(IF.facts()), as_of: 1 }) }));
+    await q.route('**/api/insights-premium*', (r) => r.fulfill({ contentType: 'application/json', body: JSON.stringify({ ok: true, state: 'ready', model: IP.build(Object.assign(IF.facts(), { self: true })), as_of: 1 }) }));
     await q.route('**/api/board-metrics-premium*', (r) => r.fulfill({ contentType: 'application/json', body: JSON.stringify(ready(metrics()).body) }));
     await q.route('**/api/board-metric-targets/save', (r) => { saves.push(JSON.parse(r.request().postData() || '{}')); return r.fulfill({ contentType: 'application/json', body: JSON.stringify({ ok: true, targets: {} }) }); });
     await q.route('**/api/briefing-premium/**', (r) => r.fulfill({ contentType: 'application/json', body: '{"ok":true,"turns":[],"working":false}' }));

package/workspace/changelog.json

@@ -1,4 +1,30 @@
 [
+ {
+  "v": "0.515.0",
+  "at": "2026-11-03T23:11:51.264Z",
+  "f": 4,
+  "prs": [
+   {
+    "n": 1206,
+    "t": "Intelligence reads the OKR file as its goal list (redesign A)",
+    "s": "Intelligence reads the OKR file as its goal list (redesign A)",
+    "k": "new"
+   }
+  ]
+ },
+ {
+  "v": "0.514.0",
+  "at": "2026-11-03T16:19:12.685Z",
+  "f": 4,
+  "prs": [
+   {
+    "n": 1205,
+    "t": "Closed also reads the Done category and terminal stage names",
+    "s": "Closed also reads the Done category and terminal stage names",
+    "k": "fix"
+   }
+  ]
+ },
  {
   "v": "0.513.0",
   "at": "2026-11-03T15:46:14.696Z",

package/workspace/guide/index.md

@@ -1,7 +1,7 @@
 ---
 type: Guide
 title: "Guide: start here"
-timestamp: 2026-11-02
+timestamp: 2026-11-03
 ---
 
 # Guide: start here
@@ -80,6 +80,7 @@ On a desktop the workspace is one frame. [Layout](layout.md) explains each part.
 - [Breakdown › Timeline](timeline.md): an initiative's items on a time axis, split by stage, with milestones, today, and the at-risk flag when an item starts before its predecessor ends.
 - [Initiatives › Timeline](initiatives-timeline.md): when each initiative runs, one row per initiative, and how to reorder rows by their grip.
 - [Workflows](workflows.md): Settings › Workflows, the stages each kind of initiative goes through, New workflow in the chat, and `pmos workflow`.
+- [Intelligence reads your OKR file](intelligence-okr-goals.md): each key result of the OKR file is a row, with its reading or the source it needs; Did it work?, All products and Delivery trends.
 - [Expected outcomes](outcomes.md): every initiative says what should change once it ships and when to check it. Claude drafts each one from the PRD or the KR, you keep it with ✓, and `pmos outcomes`.
 - [The next prompt, suggested and sharpened](next-prompt.md): after a reply, up to two prompts to send next; while you type a rough prompt, a sharper version in your style (Polish, Prompt engineer, Your own).
 - [Rehearse a plan](rehearse.md): before you approve a date change or a cut, Claude shows what it breaks or helps in other initiatives, goals and program milestones, with the record each effect comes from, and `pmos rehearse`.

package/workspace/guide/intelligence-okr-goals.md

@@ -0,0 +1,39 @@
+---
+type: Guide
+title: "Intelligence reads your OKR file"
+description: "How Intelligence lists the key results of a product's OKR file, which ones have a reading, Did it work?, All products and Delivery trends."
+timestamp: 2026-11-03
+---
+
+# Intelligence reads your OKR file
+
+Intelligence (`/premium-intelligence.html`) uses the OKR file of a product as its goal list. It reads `pmos/planning/okrs/okrs-*.md` in the product repository, or `planning/okrs/` in PMOS itself. When a file says `Supersedes x.md`, Intelligence does not read `x.md`.
+
+## The goal list
+
+- **The period.** The first period in the period chip is the period of the OKR file, for example H2 2026. It is the default, so a filter for one quarter does not hide a goal of the half.
+- **Each key result is a row.** The row shows the objective, the key result, its line from the file (baseline → target) and its due date.
+- **A reading.** When a metric record names the key result (its `kr` field, for example `O1.KR2`), that record reads the key result. The row then shows the reading and its line.
+- **Needs a source.** When nothing reads a key result, the row says which source the file names, for example New Relic, ServiceNow or a host. The row shows no number. Click the row to see the key result and **Connect** its source in Settings.
+- **Other goals.** Metric records that read no key result show under **Other goals**.
+- **+ New goal.** The form is filled from the first key result that nothing reads: its name, baseline, target, direction, due date and objective. Check it, then save. The saved goal reads that key result. It is not a second goal.
+
+## The ✦ line
+
+The ✦ line says what Intelligence read this week and the one call to make. When no key result has a reading yet, it says how many key results the file holds and which sources they wait on. It does not guess a number. After the findings from the readings, the strip also says when an outcome check is overdue and which initiatives are late.
+
+## Did it work?
+
+Each shipped initiative shows what it promised (its `outcome_metric`), the date to check it (its `outcome_horizon`), what it got and the verdict. A verdict shows only when one is recorded. A Done status alone does not make a verdict. **Decided** counts the recorded verdicts and leaves out a count of zero. The table also says how many initiatives have no promise. [Expected outcomes](outcomes.md) explains the promise.
+
+## All products
+
+When you tick two or more products, a table shows one row for each product: its North Star, how many key results have a reading, the late initiatives, the outcome checks that are overdue and the next step Claude would take. Click a row to open the Intelligence of that product. On a phone each row is a card.
+
+## Delivery trends
+
+On a product repository, Delivery trends does not show **Merged a week** or **Corrections / 100 runs**. Those tiles measure PMOS agents, so they show only on the PMOS workspace. When the history is shorter than 30 days, **Idle 30+ days** shows — and says the date it is known from.
+
+## Reports and dashboards
+
+The panel shows **Needs you** first: the drafts that wait for you and the asks that are ready. The ready-made reports are next, folded under **Drafting on their moment**. Your own reports and dashboards follow.

package/workspace/lib/board-metrics-premium.js

@@ -95,7 +95,10 @@ function build(f) {
       const ch = prev == null ? null : (() => { const d = live - prev; return { d, good: d < 0, txt: (d === 0 ? 'No change' : (d > 0 ? 'Up ' : 'Down ') + Math.abs(d)) + ' vs last week' }; })();
       return { key, label, value: String(live), text: 'of ' + open.length + ' open · ' + since, kind, ser, wk: W.map((w) => w.label), nt: ser.map(() => ''), dec: 0, suf: '', change: ch, since, def, lowBetter: true };
     };
-    tiles.push(hTile('blocked', 'Blocked', blocked, blocked ? 'bad' : '', DEFS.blocked), hTile('idle', 'Idle for a month', idle, idle ? 'warn' : '', DEFS.idle));
+    // Intelligence redesign A: an initiative with no activity on record is counted idle, and a month of watching is what makes that true. Until
+    // the history is a month old, the idle tile says the day it becomes known (Intelligence shows that instead of the count).
+    const known = first + IDLE_DAYS * DAY > now ? Rec.dayOf(first + IDLE_DAYS * DAY) : null;
+    tiles.push(hTile('blocked', 'Blocked', blocked, blocked ? 'bad' : '', DEFS.blocked), Object.assign(hTile('idle', 'Idle for a month', idle, idle ? 'warn' : '', DEFS.idle), known && open.some((i) => !Number.isFinite(Date.parse(i.last_activity))) ? { knownFrom: known, historyFrom: Rec.dayOf(first) } : {}));
     counted = { blocked, idle, open: open.length };
   }
 

package/workspace/lib/insights-goals.js

@@ -90,6 +90,8 @@ function goalFields(input, { today } = {}) {
   if (SOURCES[i.source]) f.source = i.source;
   const owner = tidy(i.owner, 60); if (owner) f.owner = owner;
   const guard = tidy(i.guardrail, 120); if (guard) f.guardrail = guard;
+  // Intelligence redesign A: a goal drafted from the OKR file reads that key result (lib/okr-goals.js readerOf), so it is never a second goal
+  const kr = tidy(i.kr, 40); if (kr && /^(?:O[\w-]*\.)?KR[\w.-]+$/i.test(kr)) f.kr = kr;
   return { ok: true, fields: f };
 }
 
@@ -119,7 +121,7 @@ function describe(text, goals) {
 function parseBudgets(md) {
   const out = [];
   for (const line of String(md || '').split('\n')) {
-    const m = /^\|\s*`health:([a-z0-9-]+)`\s*\|\s*([^|]*)\|\s*(\d+(?:\.\d+)?)\s*%\s*\|/.exec(line);
+    const m = /^\|\s*`?health:([a-z0-9-]+)`?\s*\|\s*([^|]*)\|\s*(\d+(?:\.\d+)?)\s*%\s*\|/.exec(line);
     if (m) out.push({ id: m[1], covers: m[2].trim(), cap: Number(m[3]) / 100 });
   }
   return out;

package/workspace/lib/insights-premium.js

@@ -23,6 +23,7 @@
 const IG = require('./insights-goals.js');
 const GS = require('./goal-status.js');   // batch 16 item 6: the one status of a goal, from its readings
 const MR = require('./metric-reads.js');
+const OG = require('./okr-goals.js');   // Intelligence redesign A: the OKR file is the goal list
 const MON = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'];
 const isoDay = (v) => { const m = /^(\d{4})-(\d{2})-(\d{2})/.exec(String(v || '')); return m ? Date.UTC(+m[1], +m[2] - 1, +m[3]) : null; };
 const shortDate = (v) => { const t = isoDay(v); if (t === null) return ''; const d = new Date(t); return d.getUTCDate() + ' ' + MON[d.getUTCMonth()]; };
@@ -394,17 +395,55 @@ function okrOf(model, drafts) {
   const alert = a ? { rid: a.id, title: a.title, at: a.alert.day, txt: a.reading.txt, line: a.reading.line } : null;
   // the owner the page shows is the goal's owner string: a goal with one has an owner on the ✦ line too
   const named = goals.map((g) => (g.who || !g.owner ? g : Object.assign({}, g, { who: { name: g.owner, initials: GS.initials(g.owner), from: 'pm' } })));
-  return { line: GS.lineOf({ goals: named, drafts, alert, moved: GS.movedOf(named) }), alert };
+  let line = GS.lineOf({ goals: named, drafts, alert, moved: GS.movedOf(named) });
+  // Intelligence redesign A: with nothing read and nothing drafted, the line was "I have not read a goal yet" although the OKR file was read.
+  // It leads with what was read instead, then what waits on a source (grouped by the source the file names).
+  if (model.okrFile && line.tone === 'drafts' && !drafts) line = okrLead(model.okrFile, model.goals || []);
+  return { line, alert, more: moreOf(model) };
+}
+const noun = (n, one, many) => n + ' ' + (n === 1 ? one : many);
+/** The ✦ line from the OKR file (IgA1Open): what was read this week, then what waits on which source. Never a number without a reading. PURE. */
+function okrLead(F, goals) {
+  const krs = F.objectives.flatMap((o) => o.krs), byId = new Map(goals.map((g) => [g.id, g]));
+  const fresh = krs.filter((k) => { const g = k.read && byId.get(k.goal); return g && g.reading && g.reading.ageDays !== null && g.reading.ageDays <= 7; });
+  const per = F.period ? ' for ' + F.period.label : '';
+  const head = fresh.length ? 'Read this week: ' + fresh.slice(0, 2).map((k) => k.token + ' ' + byId.get(k.goal).nowTxt).join(', ') + (fresh.length > 2 ? ' and ' + (fresh.length - 2) + ' more' : '') + '.'
+    : F.read ? 'I read your OKR file: ' + noun(F.total, 'key result', 'key results') + per + ', ' + F.read + ' with a reading.'
+      : 'I read your OKR file: ' + noun(F.total, 'key result', 'key results') + per + '. None has a reading yet.';
+  const wait = Object.entries(F.needs).sort((a, b) => b[1] - a[1]);
+  const nw = wait.reduce((a, [, n]) => a + n, 0);
+  const sub = nw ? noun(nw, 'key result waits', 'key results wait') + ' on a source: ' + wait.slice(0, 3).map(([k, n]) => n + ' on ' + k).join(', ') + (wait.length > 3 ? ', and ' + (wait.length - 3) + ' more' : '') + '. I will not guess a number.' : '';
+  return { head, sub, tone: 'calm', keepAll: 0 };
+}
+/** More ✦ findings after the first line (IgA1Open's pager): outcome checks that are due, and late initiatives. Zero is silence. PURE. */
+function moreOf(model) {
+  const out = [];
+  const due = (model.outcomes || []).filter((r) => r.group === 'verdict' && r.promise && r.promise.overdue);
+  if (due.length) {
+    const r = due[0];
+    out.push({ text: (due.length === 1 ? 'An outcome check is due: ' : due.length + ' outcome checks are due. The oldest: ') + r.title + ', checked by ' + mdDate(r.promise.horizon) + '.',
+      why: r.promise.metric ? 'It promised: ' + clip(r.promise.metric, 140) : 'See Did it work? below.', outcome: r.id });
+  }
+  const late = model.lateRows || [];
+  if (late.length) out.push({ text: noun(late.length, 'initiative is late', 'initiatives are late') + ': ' + late.slice(0, 3).map((r) => r.title + (r.owner ? ' (' + r.owner + ')' : '')).join(', ') + (late.length > 3 ? ', and ' + (late.length - 3) + ' more' : '') + '.', why: 'Late is the Board’s own status for each.' });
+  return out;
 }
 /** Shipped work (Deliver, Monitor, Evaluate, or done) against what its anchor goal promised. PURE. */
-function outcomesOf(inits, goals, outcomes, verdicts, todayIso) {
+/* Intelligence redesign A (IgA3Outcomes): "Decided" and "kept" come only from a recorded verdict (this page's verdict, or the D57 outcome check in
+ * outcome_checks.jsonl). A status word ("done") never makes a row kept: before, "Decided 2 · 2 kept" showed with no verdict recorded anywhere.
+ * promises: { [initiative id]: { metric, horizon, disposition } } from lib/outcomes.js scan; a check date that has passed makes the row due. */
+const DISPO = { validated: 'Keep', refuted: 'Stop', inconclusive: 'Iterate' };
+function outcomesOf(inits, goals, outcomes, verdicts, todayIso, promises) {
   const ORDER = ['verdict', 'window', 'decided'];
   const rows = (inits || []).map(initOf).filter((r) => r.idx >= 5 || r.status === 'done');
   return rows.map((r) => {
     const g = goals.find((x) => anchorHits(r.anchor, { id: x.id, name: (outcomes.find((o) => o.id === x.id) || {}).name })) || null;
-    const vd = (verdicts && verdicts[r.id]) || null, o = g ? outcomes.find((x) => x.id === g.id) : null;
-    const group = vd || r.status === 'done' || r.status === 'cancelled' ? 'decided' : r.idx === 7 ? 'verdict' : 'window';
-    return Object.assign(r, { group, verdict: vd ? { verdict: vd.verdict, learned: vd.learned, at: vd.at ? String(vd.at).slice(0, 10) : null } : null,
+    const pr = (promises && promises[r.id]) || null;
+    const vd0 = (verdicts && verdicts[r.id]) || null, vd = vd0 || (pr && pr.disposition ? { verdict: DISPO[pr.disposition] || 'Iterate', learned: '', at: null, check: true } : null), o = g ? outcomes.find((x) => x.id === g.id) : null;
+    const dueNow = !!(pr && pr.horizon && pr.horizon <= todayIso);
+    const group = vd || r.status === 'cancelled' ? 'decided' : r.idx === 7 || r.status === 'done' || dueNow ? 'verdict' : 'window';
+    return Object.assign(r, { group, promise: pr ? { metric: pr.metric ? clip(pr.metric, 160) : '', horizon: pr.horizon || null, overdue: dueNow && !vd } : null,
+      verdict: vd ? { verdict: vd.verdict, learned: vd.learned || '', at: vd.at ? String(vd.at).slice(0, 10) : null, check: !!vd.check } : null,
       window: IG.windowOf({ shipAt: r.endAt, byAt: g ? g.byAt : null, verdict: vd, today: todayIso }),
       evidence: g && o ? IG.evidenceOf((o.readings || []).map((x) => ({ at: String(x.at), v: x.v })), r.endAt, g.unit) : [], goal: g ? { id: g.id, key: g.key, title: g.title, type: g.type, baseTxt: g.baseTxt, targetTxt: g.targetTxt, nowTxt: g.nowTxt, by: g.by, done: g.done, tone: g.tone, pace: g.pace } : null });
   }).sort((a, b) => ORDER.indexOf(a.group) - ORDER.indexOf(b.group));
@@ -412,6 +451,8 @@ function outcomesOf(inits, goals, outcomes, verdicts, todayIso) {
 
 /** The health budgets the board's initiatives anchor to (D59: an anchor health:<id>). A budget's floor or ceiling and its weekly readings are not
  * read on this page, so a budget holds only its id and what moves it. PURE. */
+/** A PMOS kit chore in a product repository: its work is on PMOS itself (adopting the kit, its gates, its paths), not on the product. */
+const isKitChore = (r) => !!r && /\b(pmos|kit|create-pmos)\b/i.test(String(r.title || '') + ' ' + String(r.id || '')) && (r.lane === 'chore' || /^health:/.test(String(r.anchor || '')));
 function budgetsOf(inits, registry) {
   const by = new Map();
   for (const b of registry || []) by.set(b.id, []);
@@ -476,11 +517,16 @@ function build(facts) {
   model.goals = goalsOf(outcomes, charts, f.initiatives || [], today, f.goalMeta || {}, f.watch || null);
   model.initiativesRead = Array.isArray(f.initiatives);
   const ins = f.ins || { charts: {}, verdicts: {}, targets: {} }, bid = board.id || '';
-  model.outcomes = outcomesOf(f.initiatives || [], model.goals, outcomes, ins.verdicts[bid] || {}, model.today);
-  model.budgets = budgetsOf(f.initiatives || [], f.budgets || []);
+  model.outcomes = outcomesOf(f.initiatives || [], model.goals, outcomes, ins.verdicts[bid] || {}, model.today, f.promises || null);
+  model.self = f.self === true;
+  // a product's budgets count its own work: the PMOS kit's chores in a product repository (kit adoption, the gates) are not its health work
+  model.budgets = budgetsOf(model.self ? f.initiatives || [] : (f.initiatives || []).filter((r) => !isKitChore(r)), f.budgets || []);
   model.budgetsRead = Array.isArray(f.budgets);
   budgetWatch(model.budgets, model.goals);
   model.metrics = GS.metricsOf(model.goals);
+  // Intelligence redesign A: the OKR file is the goal list; a KR metric record is a key result's reader (lib/okr-goals.js)
+  model.okrFile = OG.build({ okr: f.okr, goals: model.goals, initiatives: (f.initiatives || []).map(initOf), records: f.goalMeta || {}, today: model.today });
+  model.lateRows = Array.isArray(f.initiatives) ? f.initiatives.filter((r) => r && r.status === 'late').map(initOf) : [];
   model.okr = okrOf(model, (f.watch && f.watch.drafts) || 0);
   model.lateNow = Array.isArray(f.initiatives) ? f.initiatives.filter((r) => r && r.status === 'late').length : null;
   model.trends = Object.assign(IG.trendsOf(Array.isArray(f.initiatives) ? f.initiatives : null, model.today), { targets: ins.targets || {}, tiles: ins.tiles || {} });