create-pmos 0.514.0 → 0.516.0

package/workspace/public/pm/premium-insights.js

@@ -134,12 +134,13 @@ function periods() {
   const d = new Date(today()), y = d.getUTCFullYear(), q = Math.floor(d.getUTCMonth() / 3), h = d.getUTCMonth() < 6 ? 0 : 1;
   const span = (y0, m0, y1, m1) => ({ from: Date.UTC(y0, m0, 1), to: Date.UTC(y1, m1, 0) });
   const lq = q ? { y, q: q - 1 } : { y: y - 1, q: 3 };
-  return [
+  const F = M && M.okrFile && M.okrFile.period;   // Intelligence redesign A: the OKR file's own period opens first (H2 2026 for IDPF)
+  return (F ? [{ key: 'okr', label: F.label, short: F.short, name: 'The OKR period', said: 'this OKR period', from: F.from, to: F.to }] : []).concat([
     Object.assign({ key: 'q', label: 'Q' + (q + 1) + ' ' + y, short: 'Q' + (q + 1), name: 'This quarter', said: 'this quarter' }, span(y, q * 3, y, q * 3 + 3)),
     Object.assign({ key: 'lq', label: 'Q' + (lq.q + 1) + ' ' + lq.y, short: 'Q' + (lq.q + 1), name: 'Last quarter', said: 'last quarter' }, span(lq.y, lq.q * 3, lq.y, lq.q * 3 + 3)),
     Object.assign({ key: 'h', label: 'H' + (h + 1) + ' ' + y, short: 'H' + (h + 1), name: 'This half', said: 'this half' }, span(y, h * 6, y, h * 6 + 6)),
     Object.assign({ key: 'y', label: String(y), short: String(y), name: 'This year', said: 'this year' }, span(y, 0, y + 1, 0)),
-  ];
+  ]);
 }
 const inPer = (g, p = per) => {
   if (!p) return true;
@@ -256,10 +257,37 @@ async function openPortfolio(only = pickedWs(), keepTab = false) {
     for (const c of m.charts || []) charts[m.board.ws + '~' + c.key] = c;
     for (const g of m.goals || []) goals.push(Object.assign({}, g, { id: m.board.ws + '~' + g.id, rid: g.id, key: g.key ? m.board.ws + '~' + g.key : null, prod: m.board.name || others[i].name, ws: m.board.ws, moves: g.moves || [] }));
   });
-  PF = { goals, charts, products, unread };
+  const rows = [prodRow(M)].concat(got.filter(Boolean).map(prodRow));
+  PF = { goals, charts, products, unread, rows };
   dash = 'all'; if (!keepTab) setTab('goals'); redraw();
   if (unread.length) toast('Not read: ' + unread.join(', ') + '. Their goals are not in Portfolio.');
 }
+/** All products (IgA6Portfolio): one row per product, each number from that product's own model: its North Star, its key results read of the
+ *  OKR file's total, its late initiatives, its outcome checks overdue, and the one next step Claude would take. PURE over a model. */
+function prodRow(m) {
+  const F = m.okrFile, ns = (m.goals || []).find((g) => g.role === 'north-star' && !g.program && !g.initiative) || null;
+  const late = (m.lateRows || []).length, over = (m.outcomes || []).filter((r) => r.promise && r.promise.overdue).length;
+  const wait = F ? Object.entries(F.needs || {}).sort((a, b) => b[1] - a[1]) : [];
+  const next = !F ? 'No OKR file is read here, so there is no key result to list.'
+    : wait.length ? 'Connect ' + wait[0][0] + ': it unlocks ' + (wait[0][1] === 1 ? '1 key result.' : wait[0][1] + ' key results.')
+      : over ? 'Judge the outcome check that is overdue.' : late ? 'Chase the ' + (late === 1 ? 'late initiative.' : late + ' late initiatives.') : '';
+  return { ws: m.board.ws, name: m.board.name || m.board.ws, initials: String(m.board.name || '?').split(/\s+/).map((w) => w[0]).join('').slice(0, 2).toUpperCase(),
+    ns: ns ? ns.title + (ns.nowTxt ? ' · ' + ns.nowTxt : ' · not read') : 'none', total: F ? F.total : null, read: F ? F.read : null, late, over, next };
+}
+function allProductsHtml() {
+  if (!PF || !PF.rows || PF.rows.length < 2) return '';
+  const R = PF.rows, cell = (n) => (n ? `<b>${n}</b>` : '<span class="note">—</span>');
+  return `<div class="ins-tbl ins-allp" role="table" aria-label="All products"><div class="ins-tr ins-th ins-pcols" role="row"><div role="columnheader">All products <span>${R.length}</span></div><div role="columnheader">North Star</div><div role="columnheader">Key results read</div><div role="columnheader">Late</div><div role="columnheader">Checks overdue</div><div role="columnheader">Next, by Claude</div></div>`
+    + R.map((r) => `<div class="ins-tr ins-row ins-pcols" role="row" data-prod="${esc(r.ws)}" tabindex="0" aria-label="${esc(r.name)}"><div class="nm" role="cell"><span class="ins-pav" aria-hidden="true">${esc(r.initials)}</span><b>${esc(r.name)}</b></div>`
+      + `<div role="cell" class="note">${esc(r.ns)}</div><div role="cell">${r.total === null ? '<span class="note">no OKR file</span>' : `<b>${r.read}</b> <span class="note">of ${r.total}</span>`}</div><div role="cell">${cell(r.late)}</div><div role="cell">${cell(r.over)}</div>`
+      + `<div role="cell">${r.next ? `<span class="ins-dv"><span class="sp" aria-hidden="true">${SV(I.spark)}</span><span>${esc(r.next)}</span></span>` : ''}</div></div>`).join('') + '</div>';
+}
+/** The ✦ line of All products: the totals of the rows, said once. */
+function allProductsLine() {
+  const R = (PF && PF.rows) || [], withF = R.filter((r) => r.total !== null), T = withF.reduce((a, r) => a + r.total, 0), rd = withF.reduce((a, r) => a + r.read, 0);
+  const late = R.reduce((a, r) => a + r.late, 0), over = R.reduce((a, r) => a + r.over, 0);
+  return 'Across your ' + R.length + ' products: ' + [withF.length ? rd + ' of ' + T + ' key results have a reading' : '', late ? late + (late === 1 ? ' initiative is late' : ' initiatives are late') : '', over ? over + (over === 1 ? ' outcome check is overdue' : ' outcome checks are overdue') : ''].filter(Boolean).join(', ') + '.';
+}
 /** With several products ticked, Outcomes and Library are still read one product at a time: say which (principle 7, honest state). */
 const oneNote = () => (PF ? `<p class="note ins-onenote">Shows ${esc(M.board.name || 'the first product')} only: this tab reads one product at a time.</p>` : '');
 const allGoals = () => (PF ? PF.goals : M.goals);
@@ -441,16 +469,18 @@ function stripList() {
   // Your impact (batch 16 item 7, GmA4Moments): a key result that moved after your work, as one more ✦ line, with its source to open
   const im = PF ? null : IM.intelItem(), mine = im ? [im] : [];
   const fcg = PF ? null : fcGrillItem();
+  // Intelligence redesign A (IgA1Open): after the first line, the outcome checks that are due and the late initiatives, one at a time
+  const more = PF ? [] : ((M.okr && M.okr.more) || []).map((x) => ({ text: x.text, why: x.why || '', outcome: x.outcome || null }));
   const ok = PF ? [] : [Object.assign({ okr: true, text: '', why: '' }, (() => { const L = okrLine(); return { text: L.head, why: L.sub, tone: L.tone, keepAll: L.keepAll, start: !!L.start, retry: !!L.retry }; })())].concat(fcg ? [fcg] : []);
-  if (I0.none) return ok.concat(PF ? [] : RI.stripItems(), mine);
+  if (I0.none) return ok.concat(more, PF ? [] : RI.stripItems(), mine);
   const finds = [{ text: I0.text, why: I0.why || '', chart: I0.chart, move: I0.move || null, calm: !!I0.calm }].concat((I0.more || []).map((x) => ({ text: x.text, why: x.why || '', chart: x.chart, move: x.move || null })));
   // a calm finding ("Nothing stands out") says what the ✦ line already says: it is left out
-  return ok.concat(finds.filter((f) => !(ok.length && f.calm)), PF ? [] : RI.stripItems(), mine);
+  return ok.concat(finds.filter((f) => !(ok.length && f.calm)), more, PF ? [] : RI.stripItems(), mine);   // the outcome check due and the late work follow the readings' own findings
 }
 function drawStrip() {
   const G = goalsShown(), behind = G.filter((g) => g.tone === 'late' || g.tone === 'red').length;
   $('#insEye').textContent = ''; $('#insAct').innerHTML = ''; $('#insPg').innerHTML = ''; $('#insMv').hidden = true; $('#insMv').innerHTML = ''; $('#insHero').classList.remove('mv', 'crit');
-  if (PF) { $('#brief').textContent = 'Portfolio: ' + nGoals(G.length) + ' across ' + PF.products.length + (PF.products.length === 1 ? ' product' : ' products') + (behind ? ', ' + behind + ' behind.' : '.'); $('#insWhy').textContent = 'The finding under it is read one product at a time.'; $('#askWhy').href = homeAsk('insights', 'Which product needs me most this quarter?'); $('#askWhy').hidden = false; return; }
+  if (PF) { $('#brief').textContent = PF.rows && PF.rows.length > 1 ? allProductsLine() : 'Portfolio: ' + nGoals(G.length) + ' across ' + PF.products.length + (PF.products.length === 1 ? ' product' : ' products') + (behind ? ', ' + behind + ' behind.' : '.'); $('#insWhy').textContent = 'The finding under it is read one product at a time.'; $('#askWhy').href = homeAsk('insights', 'Which product needs me most this quarter?'); $('#askWhy').hidden = false; return; }
   const L = stripList(), open = L.map((f, i) => i).filter((i) => !insSkip.has(i));
   if (!open.includes(insIdx)) insIdx = open.length ? open[0] : 0;
   const f = L[insIdx];
@@ -949,7 +979,7 @@ const nowOf = (g) => ((g.failed || (g.held || []).length) && g.lastRead && g.las
 function goalRow(g) {
   const sel = selecting && picked.includes(g.id), warn = gcSay(g), crit = OK.dotOf(g) === 'broken';
   return `<div class="ins-tr ins-row ${COLS}${sel ? ' sel' : ''}${crit ? ' crit' : ''}" role="row" data-goal="${esc(g.id)}" tabindex="0" aria-label="${esc(g.title)}"${selecting ? ` aria-selected="${sel}"` : ''}>`
-    + `<div class="nm" role="cell">${crit ? OK.dotHtml('broken') : ''}<span><b>${markHtml(g.title)}</b><small><span class="cz-pill q ins-type">${esc(g.type)}</span><span class="ins-sub" title="${esc(goalSub(g))}">${esc(PF && g.prod ? [g.prod, goalSub(g)].filter(Boolean).join(' · ') : goalSub(g))}</span></small></span></div>`
+    + `<div class="nm" role="cell">${crit ? OK.dotHtml('broken') : ''}<span><b>${g.krTok ? `<span class="ins-krt">${esc(g.krTok)}</span>` : ''}${markHtml(g.title)}</b><small><span class="cz-pill q ins-type">${esc(g.type)}</span><span class="ins-sub" title="${esc(goalSub(g))}">${esc(PF && g.prod ? [g.prod, goalSub(g)].filter(Boolean).join(' · ') : goalSub(g))}</span></small></span></div>`
     + `<div class="val" role="cell"><b>${esc(nowOf(g))}</b> <span class="note">${esc(g.targetTxt ? 'of ' + g.targetTxt : 'no target')}</span>${warn ? `<div class="note ins-warn">${esc(warn)}</div>` : GC.firstOf(g) ? '' : barHtml(g)}</div>`
     + `<div class="sofar" role="cell">${soFarHtml(g)}</div>`
     + forecastHtml(g)
@@ -977,12 +1007,62 @@ const GRP_PILL = (L) => {
   const scored = L.filter((g) => g.tone !== 'q'), bad = scored.filter((g) => g.tone === 'late' || g.tone === 'red').length;
   return !scored.length ? '' : bad ? `<span class="cz-pill late">${bad} of ${L.length} behind</span>` : '<span class="cz-pill ok">on track</span>';
 };
+/* ── the OKR file as the goal list (Intelligence redesign A, IgA1Open): the file's key results by objective. A key result with a reader (a KR
+ * metric record attached by its kr field or its id) is that goal's row; one without says what it needs, never a number. A record that reads no
+ * key result of the file keeps its row under "Other goals" (principle 13: nothing is dropped). ── */
+const okrOn = () => !!(!PF && M.okrFile && M.okrFile.objectives && M.okrFile.objectives.length);
+const okrKrs = () => (okrOn() ? M.okrFile.objectives.flatMap((o) => o.krs.map((k) => Object.assign({ obj: o }, k))) : []);
+const krGoal = (k) => (k.goal ? M.goals.find((g) => g.id === k.goal) || null : null);
+const krHit = (k) => hit(k.token + ' ' + k.title, k.obj.title, ...k.moves.map((m) => m.title));
+/** The rows of one key result: its reader's goal row, with the key result's id before the title and the file's movers when the record has none. */
+function krRow(k) {
+  const g = krGoal(k);
+  if (g) return goalRow(Object.assign({}, g, { krTok: k.token, moves: g.moves && g.moves.length ? g.moves : k.moves }));
+  const decision = k.decision && !k.need ? true : k.decision;
+  const now = decision ? `<b>Not yet</b>${k.due ? `<div class="note">due ${esc(md(day(k.due)))}</div>` : ''}`
+    : `<span class="ins-need">${OK.dotHtml('q')}<span class="note">${esc(k.need ? 'needs ' + k.need : 'needs a source')}</span></span>`;
+  const mv = k.moves.length ? k.moves.filter((r) => r.status !== 'cancelled').slice(0, 3).map((r) => initRow(r)).join('') + (k.moves.length > 3 ? `<span class="note">and ${k.moves.length - 3} more</span>` : '') : `<span class="note">${M.initiativesRead ? 'No initiative yet' : 'The initiatives are not read yet'}</span>`;
+  return `<div class="ins-tr ins-row ${COLS} ins-krq" role="row" data-kr="${esc(k.key)}" tabindex="0" aria-label="${esc(k.token + ' ' + k.title)}">`
+    + `<div class="nm" role="cell"><span><b><span class="ins-krt">${esc(k.token)}</span>${esc(k.title)}</b><small><span class="ins-sub" title="${esc(k.line || '')}">${esc(k.line || '')}</span></small></span></div>`
+    + `<div class="val" role="cell">${now}</div><div class="sofar" role="cell"><span class="note">—</span></div><div class="pace" role="cell"><span class="note">—</span></div>`
+    + `<div class="mv" role="cell">${mv}</div></div>`;
+}
+/** The key-result table from the OKR file: by objective, then the records that read none of its key results. */
+function okrTableHtml(head) {
+  const P = M.okrFile.period, shown = !P || !per || (P.from <= per.to && P.to >= per.from), filtered = !noFilter();
+  const readers = new Set(M.okrFile.readers || []);
+  const K = shown ? okrKrs().filter((k) => krHit(k) && (!filtered || (krGoal(k) && goalsShown().some((g) => g.id === k.goal)))) : [];
+  const other = goalsShown().filter((g) => !readers.has(g.id));
+  const by = new Map(); for (const k of K) { if (!by.has(k.obj.id)) by.set(k.obj.id, []); by.get(k.obj.id).push(k); }
+  const groups = [...by.values()].map((L) => `<div class="ins-grp" role="row"><span role="cell"><b>${esc(L[0].obj.token)}</b> ${esc(L[0].obj.title)}</span></div>` + L.map(krRow).join('')).join('')
+    + (other.length ? `<div class="ins-grp" role="row"><span role="cell">Other goals</span> <span class="q">recorded here, not in the OKR file</span></div>` + other.map(goalRow).join('') : '');
+  const n = K.length + other.length;
+  return head(n) + (n ? groups : `<div class="ins-empty">No key result matches${find ? ' “' + esc(find) + '”' : ''}${filtered ? ' this filter' : ''} in ${esc(per.label)}. <button type="button" class="lk" id="goalsAll">Show every goal</button></div>`);
+}
+/** A key result with no reader, in the Viewer: its words from the OKR file, what it needs, and the initiatives that move it. */
+function openKr(key) {
+  const k = okrKrs().find((x) => x.key === key); if (!k) return;
+  viewer({ kind: 'Intelligence · ' + k.obj.token, title: k.title, icon: 'chart', id: 'kr:' + key, eye: k.token, render: (el) => {
+    el.innerHTML = `<div class="ins-gd"><div class="ins-sayc"><p class="ins-sayv">${esc(k.line || k.title)}</p>`
+      + `<p class="note">${esc(k.decision && !k.need ? 'A decision: it is done when it is decided' + (k.due ? ', due ' + md(day(k.due)) : '') + '.' : k.need ? 'Nothing reads it yet: it needs ' + k.need + '. I will not guess a number.' : 'The OKR file names no source for it.')}</p></div>`
+      + (k.source ? `<h3 class="ins-h3">How I would read it</h3><p class="note">${esc('The OKR file says: ' + k.source + '.')}</p>` : '')
+      + (k.need && !k.decision ? `<div class="ins-krcon"><span class="sp" aria-hidden="true">${SV(I.spark)}</span><span>${esc('Connect ' + k.need + ' and I test a read before I keep it.')}</span><button type="button" class="cz-ib sm solid" data-krcon aria-label="Open Settings, Connectors" title="Open Connectors">${SV(I.chk)}</button></div>` : '')
+      + `<h3 class="ins-h3">Moved by</h3>${k.moves.length ? `<div class="ins-mv">${k.moves.map((r) => initRow(r)).join('')}</div>` : '<p class="note">No initiative is anchored to it yet.</p>'}</div>`;
+    el.addEventListener('click', (e) => { if (e.target.closest('[data-krcon]')) import('./cozy-settings.js').then((S) => S.openSettings('connectors')).catch(() => toast('Open Settings › Connectors.')); });
+  } });
+}
 function drawGoals() {
   const G = goalsShown(), T = $('#goalTbl');
   document.body.classList.toggle('ins-trv', dash === TRENDS);
   if (dash === TRENDS) { T.innerHTML = bmHtml(true); T.hidden = false; $('#goalCards').innerHTML = ''; return; }
   const head = `<div class="ins-tr ins-th ${COLS}" role="row"><div role="columnheader">Key results <span>${G.length} · ${esc(per ? per.label : '')}</span></div><div role="columnheader">Now, of target <span class="ins-lg"><span><i class="ins-tdk"></i>today</span></span></div><div role="columnheader">So far</div><div role="columnheader">By its date</div><div role="columnheader" class="ins-mvh">Moved by <span class="ins-lg"><span><i class="ins-trk"><i class="k"></i></i>Skipped</span><span><i class="ins-trk"><i class="p m"></i></i>Milestone</span></span></div></div>`;
   const D = curDash();
+  if (okrOn() && D.id === 'all') {
+    T.hidden = false;
+    const head2 = (n) => head.replace(/Key results <span>[^<]*<\/span>/, `Key results <span>${n} · ${esc(per ? per.label : '')}</span>`);
+    T.innerHTML = okrTableHtml(head2) + budgetsHtml(D);
+    drawCards(G, true); IP2.drawn(); return;
+  }
   if (!M.goals.filter(isKr).length) {
     // the drafts table above says what is drafted: no empty card under it (zero is silence)
     const B = budgetsHtml(D);
@@ -996,7 +1076,7 @@ function drawGoals() {
   const objs = [...new Set(M.goals.filter(isKr).map((g) => g.pillar || ''))];
   const head1 = (k) => (PF ? esc(k || 'A product') : k ? 'Objective ' + (objs.indexOf(k) + 1) + ' · ' + esc(k) : 'No objective');
   const groups = [...by.entries()].map(([k, L]) => `<div class="ins-grp" role="row"><span role="cell">${head1(k)}</span> <span class="q">${esc(per ? per.label : '')}</span>${GRP_PILL(L)}</div>` + L.map(goalRow).join('')).join('');
-  T.innerHTML = head + (G.length ? groups : `<div class="ins-empty">No goal matches${find ? ' “' + esc(find) + '”' : ''}${noFilter() ? '' : ' this filter'} in ${esc(per.label)}. <button type="button" class="lk" id="goalsAll">Show every goal</button></div>`) + budgetsHtml(D);
+  T.innerHTML = allProductsHtml() + head + (G.length ? groups : `<div class="ins-empty">No goal matches${find ? ' “' + esc(find) + '”' : ''}${noFilter() ? '' : ' this filter'} in ${esc(per.label)}. <button type="button" class="lk" id="goalsAll">Show every goal</button></div>`) + budgetsHtml(D);
   drawCards(G);
   IP2.drawn();
 }
@@ -1016,24 +1096,38 @@ function cardPill(g) {
   if (t === 'ok') return g.done !== null && g.timeGone != null && g.done > g.timeGone ? ['ok', 'Ahead'] : ['ok', 'On track'];
   return null;
 }
-function drawCards(G) {
-  $('#goalCards').innerHTML = G.map((g) => {
+/** A key result with no reader, as a phone card: its id and name, what it needs (or Not yet for a decision), its first mover. */
+const krCard = (k) => `<div class="ins-card" role="listitem" data-kr="${esc(k.key)}" tabindex="0" aria-label="${esc(k.token + ' ' + k.title)}"><div class="ins-ch"><b><span class="ins-krt">${esc(k.token)}</span>${esc(k.title)}</b></div>`
+  + `<div class="ins-cs"><span class="note">${esc(k.decision && !k.need ? 'Not yet' + (k.due ? ' · due ' + md(day(k.due)) : '') : k.need ? 'needs ' + k.need : 'needs a source')}</span></div>`
+  + (k.moves[0] ? `<div class="ins-c1">${initRow(k.moves[0], false)}</div>` : '') + '</div>';
+function drawCards(G, okr = false) {
+  if (okr) {   // the phone (IgA7Phone): a card per key result that is read or due as a decision; the ones that wait on a source fold under one line
+    const K = okrKrs().filter(krHit), shown = K.filter((k) => krGoal(k) || (k.decision && !k.need)), wait = K.filter((k) => !shown.includes(k));
+    const nw = wait.filter((k) => k.need).length;
+    $('#goalCards').innerHTML = shown.map((k) => (krGoal(k) ? cardOf(Object.assign({}, krGoal(k), { krTok: k.token })) : krCard(k))).join('')
+      + (wait.length ? `<details class="ins-cfold"><summary><b>${wait.length === 1 ? '1 more key result' : wait.length + ' more key results'}</b> <span class="note">${nw ? nw + ' wait on a source' : ''}</span></summary>${wait.map(krCard).join('')}</details>` : '');
+    return;
+  }
+  $('#goalCards').innerHTML = (PF ? allProductsHtml() : '') + G.map(cardOf).join('') || (M.goals.filter(isKr).length ? '<p class="note">No goal in this period.</p>' : '');
+}
+function cardOf(g) {
     const p = cardPill(g), tg = g.targetTxt ? (g.type === 'Count' ? 'of ' : 'target ') + g.targetTxt + (g.byAt ? ' by ' + md(day(g.byAt)) : '') : 'no target', first = GC.firstOf(g);
     const gr = first ? `<span class="note">${esc(GC.firstMeta(g).split(' · ').slice(1).join(' · '))}</span>` : isBlocks(g) ? blocksHtml(g, 190, false) : g.type === 'Stay within' && g.series.length && g.target !== null ? bandSvg(g.series, g.target, g.limit !== 'floor', g.tone, g.title, 190, 30) : g.key ? sparkHtml(g, 190, 30) : '';
-    return `<div class="ins-card" role="listitem" data-goal="${esc(g.id)}" tabindex="0" aria-label="${esc(g.title)}"><div class="ins-ch"><b>${esc(g.title)}</b>${p ? `<span class="cz-pill ${p[0]}">${p[1]}</span>` : ''}</div>`
+    return `<div class="ins-card" role="listitem" data-goal="${esc(g.id)}" tabindex="0" aria-label="${esc(g.title)}"><div class="ins-ch"><b>${g.krTok ? `<span class="ins-krt">${esc(g.krTok)}</span>` : ''}${esc(g.title)}</b>${p ? `<span class="cz-pill ${p[0]}">${p[1]}</span>` : ''}</div>`
       + `<div class="ins-cs"><span class="cz-pill q ins-type">${esc(g.type)}</span><span class="note">${esc(tg)}</span></div>`
       + `<div class="ins-cv"><b>${esc(nowOf(g))}</b><span class="ins-cg">${gr}</span></div>${first || gcSay(g) ? '' : barHtml(g, ' ins-wide')}`
       + (g.moves[0] ? `<div class="ins-c1">${initRow(g.moves[0], false)}</div>` : '') + '</div>' + (PF ? '' : draftsFor(g.id).map(drHtml).join(''));
-  }).join('') || (M.goals.filter(isKr).length ? '<p class="note">No goal in this period.</p>' : '');
 }
 IP2.mount({ page: $('#stage'), table: $('#goalTbl'), selecting: () => selecting });
-$('#goalCards').addEventListener('click', (e) => { if (e.target.closest('a, .okr-dr')) return; const c = e.target.closest('[data-goal]'); if (c) pressGoal(c.dataset.goal); });
+$('#goalCards').addEventListener('click', (e) => { if (e.target.closest('a, .okr-dr, summary')) return; const pp = e.target.closest('[data-prod]'); if (pp) { location.assign(setQ({ ws: pp.dataset.prod, board: null, goal: null })); return; } const q = e.target.closest('[data-kr]'); if (q) { openKr(q.dataset.kr); return; } const c = e.target.closest('[data-goal]'); if (c) pressGoal(c.dataset.goal); });
 $('#goalTbl').addEventListener('click', (e) => {
-  if (e.target.closest('#goalsAll')) { find = ''; $('#findIn').value = ''; clearFilter(); per = periods()[3]; redraw(); return; }
+  if (e.target.closest('#goalsAll')) { find = ''; $('#findIn').value = ''; clearFilter(); per = periods().find((p) => p.key === 'y'); redraw(); return; }
   if (e.target.closest('a')) return;
   const tile = e.target.closest('[data-tile], [data-mt]'); if (tile) { if (tgOpen) closeTarget(); openTile(tile.dataset.tile || tile.dataset.mt); return; }
   if (e.target.closest('.okr-dr')) return;   // a draft under a row has its own presses
   const bu = e.target.closest('[data-budget]'); if (bu) { openBudget(bu.dataset.budget); return; }
+  const kq = e.target.closest('[data-kr]'); if (kq) { openKr(kq.dataset.kr); return; }
+  const pr = e.target.closest('[data-prod]'); if (pr) { location.assign(setQ({ ws: pr.dataset.prod, board: null, goal: null })); return; }
   const r = e.target.closest('[data-goal]'); if (r) pressGoal(r.dataset.goal);
 });
 $('#goalTbl').addEventListener('keydown', (e) => { if (e.key !== 'Enter' && e.key !== ' ') return; const r = e.target.closest && e.target.closest('.ins-row, [data-tile]'); if (!r || e.target !== r) return; e.preventDefault(); r.click(); });
@@ -1342,6 +1436,8 @@ $('#goalCards').addEventListener('click', (e) => { if (e.target.closest('a')) re
 /* ── Delivery trends: six tiles from the Board's measures (AgInsGoals, IsTarget): a label, the value, a small line with its end dot and the
  * target's line under it. A press opens the target popover over the tiles. In the Delivery trends view the tiles stand three to a row. ─── */
 const TILES = [['blocked', 'Blocked tickets'], ['late', 'Late initiatives'], ['idle', 'Idle 30+ days'], ['scope', 'Scope added'], ['merges', 'Merged a week'], ['corrections', 'Corrections / 100 runs']];
+/* Intelligence redesign A (IgA4Trends): merges and corrections measure PMOS's own agents, so they show only on the PMOS workspace's Intelligence. */
+const tilesOn = () => TILES.filter(([k]) => (M && M.self) || (k !== 'merges' && k !== 'corrections'));
 const TILE_DIR = { merges: 'at least' };   // more merges is better; every other measure is better lower
 const TILE_DEF = { late: 'Open initiatives the workflow engine reports as late today. Earlier weeks count the initiatives late today whose end date had already passed; the Board keeps no history of a status.', scope: 'Initiatives whose planned start falls in the week.' };
 const numsOf = (ser) => (ser || []).filter((v) => typeof v === 'number' && Number.isFinite(v));
@@ -1350,7 +1446,7 @@ const numsOf = (ser) => (ser || []).filter((v) => typeof v === 'number' && Numbe
 function targetOf(key, t) {
   const TS = ((M.trends || {}).tiles || {})[key] || null, dir = (TS && TS.dir) || TILE_DIR[key] || 'at most';
   const tg = dir === 'none' || t.tg == null || !Number.isFinite(Number(t.tg)) ? null : Number(t.tg);
-  if (tg === null) return { dir, tg: null, met: null, miss2: false, line: 'No target', set: TS };
+  if (tg === null) return { dir, tg: null, met: null, miss2: false, line: '', set: TS };   // zero is silence: no "No target" (principle 3)
   const miss = (v) => (dir === 'at least' ? v < tg : v > tg), S = numsOf(t.ser), v0 = S.length ? S[S.length - 1] : Number(t.v);
   const met = Number.isFinite(v0) ? !miss(v0) : null, miss2 = S.length >= 2 ? miss(S[S.length - 1]) && miss(S[S.length - 2]) : met === false;
   return { dir, tg, met, miss2, set: TS, line: 'Target: ' + dir + ' ' + tg + (met ? ' · met' : TS && TS.at ? ' · set ' + md(day(TS.at)) : '') };
@@ -1369,6 +1465,8 @@ function tileOf(key) {
     const b = (BM.tiles || []).find((x) => x.key === key);
     if (!b) return { v: 'Not read', s: '', abs: true, T: { line: '' } };
     if (b.absent) return { v: b.absent, s: '', abs: true, why: b.why || '', def: b.def, T: { line: '' } };
+    // a month of history makes "no activity on record" mean idle; before that the tile says when it is known, not a count (IgA4Trends)
+    if (b.knownFrom) return { v: '—', s: 'known from ' + md(day(b.knownFrom)), abs: true, why: 'History starts ' + md(day(b.historyFrom)) + ', so the first month is known from ' + md(day(b.knownFrom)) + '.', def: b.def, T: { line: 'known from ' + md(day(b.knownFrom)) } };
     t = { v: b.value, ser: b.ser, s: b.targetTxt || '', note: b.text || '', tg: b.tg != null ? b.tg : null, base: !!b.look || b.kind === 'warn' || b.kind === 'bad',
       change: b.change || null, wk: b.wk || null, nt: b.nt || null, def: b.def, dec: b.dec || 0 };
   }
@@ -1385,7 +1483,7 @@ function miniSpark(ser, W = 150, H = 18) {
 }
 let tgOpen = null;   // the tile whose target popover is open
 /** The six tiles with their words (label, value, change) as the trends view reads them. */
-const trendTiles = () => TILES.map(([k, l]) => Object.assign({ key: k, label: l }, tileOf(k)));
+const trendTiles = () => tilesOn().map(([k, l]) => Object.assign({ key: k, label: l }, tileOf(k)));
 const CHAT = 'M4 5h16v11H9l-5 4z';
 /** The ✦ month line (canvas MxA): the Board's measures in one sentence; the chat icon takes it to Strategist. Nothing read, no line. */
 function monthStrip() {
@@ -1418,7 +1516,7 @@ function bmHtml(big) {
     : '<div class="ins-grp" role="row"><h2 id="hBm" role="cell">Delivery trends</h2> <span class="q">the Board shows today’s counts as chips · press a tile to set its target</span></div>';
   const mv = (t) => (big && !t.abs && t.change && t.change.d !== 0 ? `<span class="mv">${esc(t.change.txt)}</span>` : '');
   return `<section class="ins-trends${big ? ' big' : ''}" id="cBm" aria-labelledby="hBm">${head}${big ? monthStrip() : ''}`
-    + `<div class="ins-tiles" id="bmBody">${TILES.map(([k, l]) => { const t = tileOf(k), on = tgOpen === k; return `<div class="ins-tile${t.warn ? ' warn' : ''}${t.abs ? ' abs' : ''}${on ? ' sel' : ''}" data-tile="${k}" role="button" tabindex="0" aria-expanded="${on}" aria-label="${esc(l + ', ' + t.v + (t.s ? ', ' + t.s : '') + (t.change && t.change.d !== 0 ? ', ' + t.change.txt : '') + (t.T.line ? ', ' + t.T.line : ''))}"${t.s ? ` title="${esc(t.s)}"` : ''}><span class="l">${esc(l)}</span><span class="v">${esc(t.v)}</span>${big ? miniSpark(t.ser, 300, 34) : miniSpark(t.ser)}${mv(t)}<span class="tg">${on ? 'Setting target…' : esc(t.T.line)}</span></div>`; }).join('')}</div>`
+    + `<div class="ins-tiles" id="bmBody">${tilesOn().map(([k, l]) => { const t = tileOf(k), on = tgOpen === k; return `<div class="ins-tile${t.warn ? ' warn' : ''}${t.abs ? ' abs' : ''}${on ? ' sel' : ''}" data-tile="${k}" role="button" tabindex="0" aria-expanded="${on}" aria-label="${esc(l + ', ' + t.v + (t.s ? ', ' + t.s : '') + (t.change && t.change.d !== 0 ? ', ' + t.change.txt : '') + (t.T.line ? ', ' + t.T.line : ''))}"${t.s ? ` title="${esc(t.s)}"` : ''}><span class="l">${esc(l)}</span><span class="v">${esc(t.v)}</span>${big ? miniSpark(t.ser, 300, 34) : miniSpark(t.ser)}${mv(t)}<span class="tg">${on ? 'Setting target…' : esc(t.T.line)}</span></div>`; }).join('')}</div>`
     + (big ? movedCard() + movedGoals() : '') + '</section>';
 }
 /** A tile in the Viewer (MxB): its weeks as bars, a blank week dashed with its reason, the definition, where it is counted from, and the target. */
@@ -1547,21 +1645,26 @@ function draftOf(r) {
 let decOpen = false;
 function outRow(r) {
   const due = dueOf(r), P = promiseOf(r), dr = draftOf(r), ship = day(r.endAt);
-  const promised = P ? `<b>${esc(P.g.title + (P.promised !== null ? ' ' + sgn(P.promised, P.g.unit) : ''))}</b><div class="note">${esc(P.g.byAt ? 'by ' + md(day(P.g.byAt)) : 'no date')}</div>` : `<span class="note">${r.anchor ? 'Anchored to ' + esc(r.anchor) + ', which is not a goal with readings.' : 'No goal is anchored, so nothing was promised to measure.'}</span>`;
+  const pr = r.promise || null;
+  const promised0 = P ? `<b>${esc(P.g.title + (P.promised !== null ? ' ' + sgn(P.promised, P.g.unit) : ''))}</b><div class="note">${esc(P.g.byAt ? 'by ' + md(day(P.g.byAt)) : 'no date')}</div>` : `<span class="note">${r.anchor ? 'Anchored to ' + esc(r.anchor) + ', which is not a goal with readings.' : 'No goal is anchored, so nothing was promised to measure.'}</span>`;
+  // the D57 promise (outcome_metric) is what the row promised; the anchor goal's numbers stay under it when there is one
+  const promised = pr && pr.metric ? `<b>${esc(pr.metric)}</b>${P ? `<div class="note">${esc(P.g.title + (P.promised !== null ? ' ' + sgn(P.promised, P.g.unit) : ''))}</div>` : ''}` : P ? promised0 : '<span class="cz-pill q">No outcome promised</span>';
+  const check = pr && pr.horizon ? `<span class="ins-chk">${OK.dotHtml(pr.overdue ? 'behind' : 'q')}<b>${esc(md(day(pr.horizon)))}</b></span>${pr.overdue ? '<div class="note">overdue</div>' : ''}` : '<span class="note">No check date</span>';
   const got = P ? `<span class="ins-gotw">${bulletHtml(P)}<b>${esc(P.moved === null ? 'no reading yet' : sgn(P.moved, P.g.unit))}</b></span>${guardOf(r) ? `<div class="note">${esc(guardOf(r).name + ': ' + guardOf(r).text)}</div>` : ''}` : '';
   let verdict, act = '';
   if (r.group === 'verdict') {
-    verdict = dr ? `<span class="ins-dv"><span class="sp" aria-hidden="true">${SV(I.spark)}</span><span><b>${esc(dr.verdict)}.</b> ${esc(dr.text)}</span></span>` : `<span class="cz-pill you">To judge${due !== null ? ' · due ' + esc(md(due)) : ''}</span>`;
+    const dd = pr && pr.horizon ? day(pr.horizon) : due;
+    verdict = dr ? `<span class="ins-dv"><span class="sp" aria-hidden="true">${SV(I.spark)}</span><span><b>${esc(dr.verdict)}.</b> ${esc(dr.text)}</span></span>` : `<span class="cz-pill you">To judge${dd !== null ? (pr && pr.overdue ? ' · was due ' : ' · due ') + esc(md(dd)) : ''}</span>`;
     act = `<button type="button" class="cz-ib sm" data-verdict="${esc(r.id)}" aria-haspopup="dialog" aria-label="Decide: Keep, Iterate or Stop" title="Decide">${SV(I.pen)}</button>`
       + (dr ? `<button type="button" class="cz-ib sm solid" data-keep="${esc(r.id)}" aria-label="Record the verdict: Keep" title="Record the verdict: Keep">${SV(I.chk)}</button>` : '');
   } else if (r.group === 'decided') {
     const v = r.verdict;
     verdict = v ? `<span class="cz-pill ${v.verdict === 'Stop' ? 'q' : 'ok'}">${v.verdict === 'Keep' ? SV(I.chk) + 'Kept' : v.verdict === 'Iterate' ? 'Changed' : 'Stopped'}${v.at ? ' · ' + esc(md(day(v.at))) : ''}</span><div class="note">${esc(v.learned)}</div>`
-      : (r.status === 'done' ? `<span class="cz-pill ok">${SV(I.chk)}Kept</span>` : '<span class="cz-pill q">Stopped</span>') + '<div class="note">No learning recorded.</div>';
+      : '<span class="cz-pill q">Stopped</span><div class="note">No learning recorded.</div>';   // only a stopped initiative is decided without a verdict
     if (v && v.at === M.today) act = `<button type="button" class="cz-ib sm" data-vundo="${esc(r.id)}" aria-label="Undo the verdict" title="Undo">${SV(I.undo)}</button>`;
   } else verdict = `<span class="cz-pill q">${esc(due !== null ? 'Judged ' + md(due) : r.idx === 6 ? 'Being monitored' : 'Too early')}</span>`;
   return `<div class="ins-tr ins-row ins-ocols" role="row" data-ini="${esc(r.id)}"><div class="nm" role="cell"><a href="${iniHref(r.id)}"><b>${esc(r.title)}</b></a><small>${esc(ship !== null ? 'shipped ' + md(ship) : 'no ship date recorded')}</small></div>`
-    + `<div role="cell" class="pace">${promised}</div><div role="cell" class="pace">${got}</div><div role="cell" class="pace">${verdict}</div><div role="cell" class="ins-act">${act}</div></div>`;
+    + `<div role="cell" class="pace">${promised}</div><div role="cell" class="pace">${check}</div><div role="cell" class="pace">${got}</div><div role="cell" class="pace">${verdict}</div><div role="cell" class="ins-act">${act}</div></div>`;
 }
 /** Did it work? (Iq8Overview): only the work to judge and the work in its window; the decided ones fold under one line that counts them. The
  * section is not drawn when nothing has shipped. */
@@ -1571,9 +1674,10 @@ function drawOutcomes() {
   if (!M.initiativesRead || (!live.length && !dec.length)) { sec.hidden = true; $('#outTbl').innerHTML = ''; return; }
   sec.hidden = false;
   const nj = live.filter((r) => r.group === 'verdict').length, nw = live.length - nj;
-  const vOf = (r) => (r.verdict ? r.verdict.verdict : r.status === 'done' ? 'Keep' : 'Stop'), cnt = (k) => dec.filter((r) => vOf(r) === k).length;
-  const head = `<div class="ins-tr ins-th ins-ocols" role="row"><div role="columnheader">Did it work? <span>${esc([nj ? nj + ' to judge' : '', nw ? nw + ' in window' : ''].filter(Boolean).join(' · '))}</span></div><div role="columnheader">Promised</div><div role="columnheader">Got</div><div role="columnheader">Verdict</div><div></div></div>`;
-  const foot = dec.length ? `<button type="button" class="ins-foot" id="decFold" aria-expanded="${decOpen}">Decided <b>${dec.length}</b> · ${esc([cnt('Keep') + ' kept', cnt('Iterate') + ' changed', cnt('Stop') + ' stopped'].join(', '))}${SV(decOpen ? I.up : I.down)}</button>` : '';
+  const vOf = (r) => (r.verdict ? r.verdict.verdict : 'Stop'), cnt = (k) => dec.filter((r) => vOf(r) === k).length;   // kept only from a recorded verdict
+  const np = live.filter((r) => !(r.promise && r.promise.metric) && !r.goal).length;
+  const head = `<div class="ins-tr ins-th ins-ocols" role="row"><div role="columnheader">Did it work? <span>${esc([nj ? nj + ' to judge' : '', nw ? nw + ' in window' : '', np ? np + ' without a promise' : ''].filter(Boolean).join(' · '))}</span></div><div role="columnheader">Promised</div><div role="columnheader">Check</div><div role="columnheader">Got</div><div role="columnheader">Verdict</div><div></div></div>`;
+  const foot = dec.length ? `<button type="button" class="ins-foot" id="decFold" aria-expanded="${decOpen}">Decided <b>${dec.length}</b> · ${esc([cnt('Keep') ? cnt('Keep') + ' kept' : '', cnt('Iterate') ? cnt('Iterate') + ' changed' : '', cnt('Stop') ? cnt('Stop') + ' stopped' : ''].filter(Boolean).join(', '))}${SV(decOpen ? I.up : I.down)}</button>` : '';
   $('#outTbl').innerHTML = oneNote() + head + live.map(outRow).join('') + foot + (decOpen ? dec.map(outRow).join('') : '');
 }
 $('#outTbl').addEventListener('click', async (e) => {
@@ -1635,9 +1739,19 @@ function goalPeriods() {
   out.push({ kind: 'Year', label: String(y), by: Date.UTC(y, 12, 0) }, { kind: 'Year', label: String(y + 1), by: Date.UTC(y + 1, 12, 0) });
   return out;
 }
+/** + drafts the goal (IgA1Open): the first key result of the OKR file that nothing reads yet, its numbers from the file's line, its due date and
+ *  its objective. It is a draft in the same form (the form is the ✎ editor); Save keeps it as that key result's reader, never a second goal. */
+function krDraft() {
+  const k = okrKrs().find((x) => !x.goal && !x.decision && /\d/.test(x.line || '')); if (!k) return null;
+  const nums = String(k.line).split('→').map((x) => { const m = /(-?−?\d[\d,]*(?:\.\d+)?)\s*(%)?/.exec(x); return m ? { v: Number(m[1].replace(/,/g, '').replace('−', '-')), pct: !!m[2] } : null; });
+  const two = nums.length >= 2 && nums[0] && nums[nums.length - 1];
+  return { k, name: k.title, obj: (k.obj.token + ' ' + k.obj.title).trim(), base: two ? nums[0].v : null, target: two ? nums[nums.length - 1].v : null, pct: !!(nums[0] && nums[0].pct), due: k.due };
+}
 function openNewGoal() {
   const objs = [...new Set(M.goals.map((g) => g.pillar).filter(Boolean))];
-  const GP = goalPeriods(), others = M.goals.map((g) => g.title);
+  const DR0 = krDraft();
+  if (DR0 && !objs.includes(DR0.obj)) objs.unshift(DR0.obj);
+  const GP = goalPeriods(), others = M.goals.filter((g) => g.type !== 'Done or not').map((g) => g.title);   // a done-or-not goal is never a guardrail
   /* the objective is eyebrow text with a quiet chevron (AgInsNewGoal: "New goal · Objective 1"); its menu names each objective */
   const objSel = `<span class="ins-mw"><button type="button" class="ins-objb" id="ngObjB" aria-haspopup="menu" aria-expanded="false" aria-controls="ngObjMenu" aria-label="Objective: ${objs.length ? 'Objective 1 · ' + esc(objs[0]) : 'No objective'}">${objs.length ? 'Objective 1' : 'No objective'}<svg viewBox="0 0 24 24" aria-hidden="true"><path d="M7 10l5 5 5-5"/></svg></button>`
     + `<div class="ins-menu" id="ngObjMenu" role="menu" aria-label="Objective" hidden>${objs.map((o, i) => `<button type="button" role="menuitemradio" aria-checked="${i === 0}" data-obj="${esc(o)}" data-said="Objective ${i + 1}">Objective ${i + 1} · ${esc(o)}</button>`).join('')}<button type="button" role="menuitemradio" aria-checked="${!objs.length}" data-obj="" data-said="No objective">No objective</button><button type="button" role="menuitemradio" aria-checked="false" data-obj="+" data-said="A new objective">A new objective…</button></div></span>`
@@ -1663,6 +1777,19 @@ function openNewGoal() {
   });
   $('#ngPer').dataset.kind = 'Quarter';
   goalHint();
+  if (DR0) fillDraft(DR0);
+}
+/** Fill the drafted key result into the form; the PM checks it and saves, or edits any field first. */
+function fillDraft(D) {
+  const all = Array.from(document.querySelectorAll('#sideBody button')), btn = (t) => all.find((x) => x.textContent.trim() === t);
+  $('#ngName').value = D.name; $('#ngName').dataset.kr = D.k.obj.token + '.' + D.k.token;
+  if (D.pct && btn('Percentage')) btn('Percentage').click();
+  if (D.base !== null) $('#ngBase').value = String(D.base);
+  if (D.target !== null) $('#ngTgt').value = String(D.target);
+  if (D.base !== null && D.target !== null && D.target < D.base && btn('Down')) btn('Down').click();
+  if (D.due && btn('Custom')) { btn('Custom').click(); $('#ngBy').value = D.due; }
+  const t = all.find((x) => x.dataset && x.dataset.src === 'typed'); if (t) t.click();   // no reader is tested yet: you type the reading in
+  $('#sideMsg').textContent = '✦ Drafted from your OKR file (' + D.k.token + '). Check it, then save.' + (D.k.need ? ' It needs ' + D.k.need + ' to be read by itself.' : '');
 }
 /** The form follows its type: a measured goal has Better is, a baseline and a target; Stay within a limit and the reading now; Done or not its steps. */
 function goalHint() {
@@ -1688,7 +1815,7 @@ async function saveGoal() {
   const src = $('#sideBody [data-src][aria-pressed="true"]');
   const body = { ws: M.board.ws, name: v('#ngName'), type: ty, direction: segVal('Better is'), baseline: v('#ngBase'), target: v('#ngTgt'),
     due: pk === 'Custom' ? v('#ngBy') : $('#ngPer').value, period_kind: always ? null : pk, period_label: pk === 'Custom' ? 'Custom' : ($('#ngPer').selectedOptions[0] || {}).textContent || pk,
-    objective: obj || '', source: src ? src.dataset.src : '', owner: v('#ngOwner'), guardrail: $('#ngGuard').value,
+    objective: obj || '', source: src ? src.dataset.src : '', owner: v('#ngOwner'), guardrail: $('#ngGuard').value, kr: $('#ngName').dataset.kr || undefined,
     steps: ty === 'Done or not' ? $('#ngSteps').value.split('\n').map((x) => x.trim()).filter(Boolean) : undefined,
     limit: ty === 'Stay within' ? (segVal('Limit') === 'Floor' ? 'floor' : 'ceiling') : undefined, unit: ty === 'Stay within' ? v('#ngUnit') : undefined, always_on: always };
   $('#sideGo').disabled = true; m.textContent = 'Saving.';
@@ -1775,9 +1902,15 @@ async function saveNewDash() {
 let chartDash = null;
 function chartHost(D) { return D && D.saved ? D : savedDash().find((d) => d.id === M.pinned) || savedDash()[0] || null; }
 function openChartEdit(goalId, D0) {
-  const D = chartHost(D0 || curDash()); chartDash = D;
+  let D = chartHost(D0 || curDash());
   const g = M.goals.find((x) => x.id === goalId) || M.goals.find((x) => x.key) || M.goals[0];
   if (!g) { toast('There is no goal to chart yet. Add one with New goal.'); return; }
+  // Reports and dashboards redesign R (RgR3Dash): a key result nothing reads opens its connector card, never "no reading yet, make a dashboard first"
+  const kw = !g.readings ? okrKrs().find((k) => k.goal === g.id && k.need && !k.decision) : null;
+  if (kw) { openKr(kw.key); return; }
+  // with no saved dashboard, the chart goes on the one drafted from the OKR file; Save chart keeps that dashboard first
+  if (!D) { const dd = draftedDash(); if (dd && dd.charts.length) D = { id: null, drafted: true, saved: false, name: dd.name, purpose: 'Drafted from the OKR file: one tile per key result with a reading.', charts: dd.charts, main: true }; }
+  chartDash = D;
   const on = D && D.charts.includes(g.id), cs = (D && (M.chartSet || {})[D.id] || {})[g.id] || {};
   openSide({ kind: 'chart', eye: D ? 'Chart on ' + D.name : 'Chart · no dashboard yet', title: g.title, go: 'Save chart', onGo: saveChart,
     goOff: !D ? 'Make a dashboard first, with New dashboard' : '',
@@ -1835,8 +1968,13 @@ function chartSvg(o) {
   return `<svg class="ins-ch2" viewBox="0 0 ${W} ${H}" role="img" aria-label="${esc(o.pts.length + ' readings as a line')}">${tgt}${pv}<polygon class="ar" points="${line[0].split(',')[0]},${H} ${line.join(' ')} ${last[0]},${H}"/>${pj}<polyline class="ln" points="${line.join(' ')}"/>${ship}<circle class="dt" cx="${last[0]}" cy="${last[1]}" r="3.6" style="fill:${TONE_BAR[o.tone] || TONE_BAR.q}"/></svg>`;
 }
 async function saveChart() {
-  const D = chartDash, id = $('#chGoal').value, m = $('#sideMsg'); if (!D) return;
+  let D = chartDash; const id = $('#chGoal').value, m = $('#sideMsg'); if (!D) return;
   $('#sideGo').disabled = true; m.textContent = 'Saving.';
+  if (D.drafted) {
+    const k = await saveDash({ name: D.name, purpose: D.purpose, charts: D.charts.includes(id) ? D.charts : D.charts.concat(id), main: true });
+    if (!k || k.ok !== true || !k.dashboard) { $('#sideGo').disabled = false; m.textContent = (k && k.error) || 'The dashboard could not be kept. Nothing changed.'; return; }
+    D = Object.assign({}, k.dashboard, { saved: true }); chartDash = D;
+  }
   const res = await pmPost('/api/insights-records/chart', { ws: M.board.ws, board: M.board.id, dash: D.id, goal: id, form: segVal('Form'), range: segVal('Range'), compare: $('#chCmp').value,
     target: $('#chTgt').getAttribute('aria-checked') === 'true', forecast: $('#chFc').getAttribute('aria-checked') === 'true', note: $('#chNote').value.trim(), add: !D.charts.includes(id) });
   $('#sideGo').disabled = false;
@@ -1886,7 +2024,7 @@ function reportGroups() {
   for (const f of R.missing ? [] : R.rows) { if (!by.has(f.cadence)) by.set(f.cadence, []); by.get(f.cadence).push(f); }
   const out = [], shown = (fs) => fs && fs.some((x) => !x.archived);
   for (const s of R.setupsOk === false ? [] : (R.setups || [])) { const fs = by.get(s.id); by.delete(s.id); out.push(shown(fs) ? { kind: 'file', x: { id: s.id, name: s.name, setup: s, files: fs } } : { kind: 'setup', x: s }); }
-  for (const [id, fs] of by) if (shown(fs)) out.push({ kind: 'file', x: { id, name: id, setup: null, files: fs } });
+  for (const [id, fs] of by) if (shown(fs)) out.push({ kind: 'file', x: { id, name: (R.names && R.names[id]) || id, setup: null, files: fs } });   // redesign R: a definition report is named by its title
   return out;
 }
 /** A schedule said short, for the status pill: "Every other Monday at 09:00" is "Every other Monday". */
@@ -1926,23 +2064,118 @@ function drawList() {
   const reps = reportGroups().filter((g) => hit(g.x.name)), dashes = M.dashboards.filter((d) => hit(dashName(d)));
   const nRep = reps.length + asks.length;
   $('#repCap').textContent = String(nRep + dashes.length);
-  $('#newRep').href = homeAsk('insights', 'Make a new report: ');
+  $('#newRep').href = homeAsk('insights', 'Make a new report: ');   // with no product picked, Home still makes it; with one, + opens the drafted report (below)
   const fbox = found.length ? `<div class="ins-fd" aria-label="Found in your work"><div class="ins-fdh"><b>Found in your work · ${found.length}</b><span class="note">Things you write by hand often</span></div>`
     + found.map((f) => `<div class="ins-fcard" data-f="${esc(f.id)}"><button type="button" class="nm" data-fx="open" aria-label="${esc(f.name)}: what PMOS found"><b>${esc(f.name)}</b><small>${esc(f.why)}</small></button><button type="button" class="ins-btn sm dark" data-fx="setup">Set it up</button><button type="button" class="ins-btn sm ghost" data-fx="dismiss">Not a report</button></div>`).join('') + '</div>' : '';
   const empty = R.missing ? '<div class="ins-empty"><b>The report files could not be read</b>, so none is listed.</div>'
     : R.setupsOk === false ? '<div class="ins-empty"><b>The report setups could not be read</b>, so what you set up is not listed.</div>' : '';
-  const table = nRep ? `<div class="ins-rtbl" id="repAsks"><div class="ins-rl ins-rlh" role="presentation"><span>Report</span><span>Next</span><span>Status</span></div><div role="list">${reps.map(repRowHtml).join('')}${asks.map(askRowHtml).join('')}</div></div>`
-    : !empty ? '<div class="ins-empty"><b>No report is set up and no report file is on record.</b> Reports are made in Home.</div>' : '';
-  const dashBlock = `<div class="ins-sec"><h3>Dashboards</h3><span class="q">${dashes.length} · a dashboard is a saved view of Goals</span></div><div class="ins-dgrid" role="list">${dashes.map(dashCard).join('')}</div>`;
-  $('#repBody').innerHTML = `${oneNote()}<div id="readyLib">${RL.libHtml(LIB.L, { open: LIB.open, yours: true })}</div><div id="listRows" aria-label="Dashboards and reports">${fbox}${empty}${table}${dashBlock}</div>`;
+  /* Reports and dashboards redesign R (RgR1Panel; A's IgA5Reports): Needs you first, each waiting report with one line of its headline and its one ✓
+   * (Issue · Confirm the definition · Move to <product> · Resume, lib/report-acts.js), then Drafting on their moment and Weekly updates (the
+   * ready-made switches, folded), then Yours, then the dashboards. Needs you is first on a phone too, before the one-product note. */
+  const acts = R.acts || {};
+  const waits = reps.filter((G) => acts[G.x.id]), waitAsks = asks.filter((a) => a.state === 'ready');
+  const rest = reps.filter((G) => !waits.includes(G)), restAsks = asks.filter((a) => !waitAsks.includes(a));
+  const head3 = '<div class="ins-rl ins-rlh" role="presentation"><span>Report</span><span>Next</span><span>Status</span></div>';
+  const nNeed = waits.length + waitAsks.length;
+  const needs = nNeed ? `<div class="ins-sec"><h3>Needs you</h3><span class="q">${nNeed}</span></div><div class="ins-nlist" id="repNeeds" role="list">${waits.map(needRowHtml).join('')}${waitAsks.map(askNeedHtml).join('')}</div>` : '';
+  const table = rest.length + restAsks.length ? `<div class="ins-sec"><h3>Yours</h3><span class="q">${rest.length + restAsks.length}</span></div><div class="ins-rtbl" id="repAsks">${head3}<div role="list">${rest.map(repRowHtml).join('')}${restAsks.map(askRowHtml).join('')}</div></div>`
+    : !empty && !needs ? '<div class="ins-empty"><b>No report is set up and no report file is on record.</b> Reports are made in Home.</div>' : '';
+  const dd = savedDash().length ? null : draftedDash();
+  const dashBlock = `<div class="ins-sec"><h3>Dashboards</h3><span class="q">${dashes.length && !dd ? dashes.length + ' · a dashboard is a saved view of Goals' : dd ? '1 drafted · ' + esc(dd.name) : 'none saved · select rows, then Save'}</span></div><div class="ins-dgrid" role="list">${dd ? draftedCard(dd) : ''}${dashes.map(dashCard).join('')}</div>`;
+  $('#repBody').innerHTML = `${needs}${oneNote()}${libFolds(LIB.L) || '<div id="readyLib"></div>'}<div id="listRows" aria-label="Dashboards and reports">${fbox}${empty}${table}${dashBlock}</div>`;
+  wireFolds();
   if (!LIB.read && M.board && M.board.ws) { LIB.read = true; RL.readLib(M.board.ws).then((L) => { LIB.L = L; if (!$('#libSide').hidden) drawLib(); }); }
 }
+const wireFolds = () => { for (const fd of $$('#repBody .ins-libfold')) fd.addEventListener('toggle', () => { LIB.fold[fd.dataset.fold] = fd.open; }); };
+/** The ready-made switches as two folds (RgR1Panel): the moment reports (up to four peek lines: what each drafts from), then the weekly updates
+ *  (one line: how many are on and off). The switches themselves are inside, unchanged (pm/ready-lib.js). Zero is silence: an empty fold is not drawn. */
+function libFolds(L) {
+  if (!L || !(L.groups || []).length) return '';
+  const onlyKind = (weekly) => Object.assign({}, L, { lead: weekly ? L.lead : null, overlap: weekly ? L.overlap : null,
+    groups: L.groups.map((g) => Object.assign({}, g, { rows: (g.rows || []).filter((r) => (r.kind === 'weekly') === weekly), more: weekly ? g.more : null }))
+      .filter((g) => g.rows.length || (weekly && g.more && g.more.count)) });
+  const all = L.groups.flatMap((g) => (g.rows || []).concat((g.more && g.more.rows) || []).map((r) => Object.assign({ level: g.level, gname: g.name }, r)));
+  const moments = all.filter((r) => r.kind !== 'weekly' && r.on), wk = all.filter((r) => r.kind === 'weekly'), wkOn = wk.filter((r) => r.on).length;
+  const peek = moments.slice(0, 4).map((r) => `<li><b>${esc(r.name)}</b>${r.level === 'initiative' ? '' : ' · ' + esc(r.gname)}${r.sub ? ` <span class="note">${esc(r.sub)}</span>` : ''}</li>`).join('');
+  const mHtml = RL.libHtml(onlyKind(false), { open: LIB.open, yours: false }), wHtml = RL.libHtml(onlyKind(true), { open: LIB.open, yours: false });
+  const foldBox = (k, title, sub, pk, body) => (body ? `<details class="ins-libfold" data-fold="${k}"${LIB.fold[k] ? ' open' : ''}><summary><b>${esc(title)}</b> <span class="note">${esc(sub)}</span></summary>${pk}<div class="ins-libin">${body}</div></details>` : '');
+  return `<div id="readyLib">${foldBox('moment', 'Drafting on their moment', 'nothing to set up', peek ? `<ul class="ins-mlist">${peek}</ul>` : '', mHtml)}`
+    + `${foldBox('weekly', 'Weekly updates', wk.length ? (wkOn ? wkOn + ' on' : 'none on') + (wk.length - wkOn ? ' · ' + (wk.length - wkOn) + ' off' : '') : '', '', wHtml)}</div>`;
+}
+/** A waiting report (RgR1Panel): its name, when it was drafted and for whom, one line of its headline, and its one ✓. */
+function needRowHtml(G) {
+  const st = repState(G), a = (M.reports.acts || {})[G.x.id], s = st.s, d = st.draft;
+  const about = (M.reports.about || {})[G.x.id];
+  const sub = [d ? 'Drafted ' + md(day(d.slot)) : s && s.paused ? 'Paused' : '', s && s.audience ? 'for ' + s.audience : '', !s && a && a.act === 'confirm' ? 'its definition waits for your word' : '',
+    s && s.next && !s.paused ? 'next ' + s.next : '', about ? 'in ' + (M.board.name || 'this product') + ', about ' + about.name : ''].filter(Boolean).join(' · ');
+  const lead = d && d.lead ? d.lead : s && s.latest && s.latest.lead ? s.latest.lead : '';
+  const key = G.kind + ':' + G.x.id;
+  return `<div class="ins-nrow${selRow === key ? ' sel' : ''}" role="listitem"><button type="button" class="nm" ${G.kind === 'setup' ? `data-setup="${esc(G.x.id)}"` : `data-rpt="${esc(G.x.id)}"`}><b>${esc(G.x.name)}</b><small>${esc(sub)}</small>${lead ? `<span class="hl">${esc(lead)}</span>` : ''}</button>`
+    + `<span class="ac"><span class="note">${esc(a.label.charAt(0).toLowerCase() + a.label.slice(1))}</span><button type="button" class="cz-ib sm solid" data-nact="${esc(G.x.id)}" aria-label="${esc(a.label + ': ' + G.x.name)}" title="${esc(a.label)}">${SV(I.chk, 2.4)}</button></span></div>`;
+}
+/** A proposal from Home that is ready: what was asked, and its ✓, which opens the proposal (Set it up is one press there). */
+const askNeedHtml = (a) => `<div class="ins-nrow" role="listitem"><button type="button" class="nm" data-ask="${esc(a.id)}"><b>${esc(a.proposal && a.proposal.name ? a.proposal.name : a.text)}</b><small>${esc('You asked in Home: ' + a.text)}</small></button>`
+  + `<span class="ac"><span class="note">set it up</span><button type="button" class="cz-ib sm solid" data-ask="${esc(a.id)}" aria-label="${esc('Open the proposal: ' + a.text)}" title="Open the proposal">${SV(I.chk, 2.4)}</button></span></div>`;
+/** The one ✓ of a waiting report: Issue, Confirm the definition, Move to <product> or Resume. One press, then the panel reads again. */
+async function needPress(b) {
+  const id = b.dataset.nact, a = (M.reports.acts || {})[id]; if (!a) return;
+  const G = reportGroups().find((x) => x.x.id === id), name = G ? G.x.name : id;
+  b.disabled = true;
+  const r = a.act === 'issue' ? (a.sha ? await pmPost('/api/report/issue', { ws: M.board.ws, cadence: id, slot: a.slot, sha: a.sha }) : { ok: false, error: 'The draft could not be read, so it was not issued. Open it and issue it from the reader.' })
+    : a.act === 'confirm' ? await pmPost('/api/report-setups/confirm', { ws: M.board.ws, id })
+      : a.act === 'move' ? await pmPost('/api/report-setups/move', { ws: M.board.ws, id, to: a.to })
+        : await pmPost('/api/report-setups/resume', { ws: M.board.ws, id });
+  if (!r || r.ok !== true) { b.disabled = false; toast((r && r.error) || 'Nothing changed. The server did not say why.'); return; }
+  toast(a.act === 'issue' ? 'Issued ' + name + '. Send it from your own mail.' : a.act === 'confirm' ? 'Confirmed the definition of ' + name + '. Its drafts follow it as it is.'
+    : a.act === 'move' ? 'Moved ' + name + ' to ' + a.toName + '. It drafts there from now on.' : 'Resumed ' + name + '.');
+  await load();
+}
+
+/* ── the first dashboard, drafted from the OKR file (RgR3Dash) ──────────────────────────────────────────────────────────────────────
+ * With no saved dashboard, the panel offers one tile per key result of the OKR file (A's model.okrFile): a key result with a reader shows its
+ * reading with the reader and its date; one without shows what it needs and the connector ✓. Nothing is a number without a reading. ✓ Keep saves
+ * it as a dashboard of the read key results (POST /api/premium-dashboards/save); the waiting ones join it once a reader reads them. */
+function draftedDash() {
+  const F = M.okrFile; if (!F || !F.total) return null;
+  const tiles = F.objectives.flatMap((o) => o.krs.map((k) => {
+    const g = k.goal ? M.goals.find((x) => x.id === k.goal) : null, rd = g && g.reading;
+    if (k.read && g) return { k, read: true, big: g.nowTxt || (rd && rd.txt) || '—', dot: rd && rd.dot === 'behind' ? 'risk' : rd && rd.dot === 'broken' ? 'late' : 'ok', meta: [rd && rd.source ? rd.source : 'its reader', rd && rd.at ? md(day(rd.at)) : ''].filter(Boolean).join(' · ') };
+    if (k.decision) return { k, read: false, big: 'Not yet', dot: 'none', meta: k.due ? 'a decision, due ' + md(day(k.due)) : 'a decision' };
+    return { k, read: false, big: '—', dot: 'none', meta: k.need ? 'needs ' + k.need : 'no source named', need: k.need || '' };
+  }));
+  return { name: (F.period ? F.period.label + ' ' : '') + 'key results', tiles, charts: tiles.filter((t) => t.read).map((t) => t.k.goal), nRead: tiles.filter((t) => t.read).length };
+}
+const okrTileHtml = (t) => `<div class="ins-dtile${t.read ? '' : ' w'}" role="listitem"><span class="lb"><span class="kr">${esc(t.k.token)}</span>${esc(t.k.title)}</span><b class="big">${esc(t.big)}</b>`
+  + `<span class="ft"><span class="note"><span class="ins-tdot ${t.dot}" aria-hidden="true"></span>${esc(t.meta)}</span>${t.need ? `<button type="button" class="cz-ib sm" data-ddash="con" aria-label="${esc('Connect ' + t.need)}" title="${esc('Connect ' + t.need)}">${SV(I.chk, 2.4)}</button>` : ''}</span></div>`;
+function draftedCard(D) {
+  return `<div class="ins-dcard ins-ddraft" role="listitem"><span class="ins-dh"><b>${esc(D.name)}</b><span class="cz-pill q">Drafted</span></span>`
+    + `<p class="note">${esc('I drafted it from your OKR file: one tile per key result. ' + (D.nRead ? D.nRead + ' read' + (D.tiles.length - D.nRead ? ', ' + (D.tiles.length - D.nRead) + ' wait on a source, and each tile says which.' : '.') : 'None has a reading yet, and each tile says what it needs.'))}</p>`
+    + `<div class="ins-dtiles" role="list">${D.tiles.slice(0, 8).map(okrTileHtml).join('')}</div>`
+    + `<span class="ins-dact">${D.nRead ? `<span class="note">keep it, and it opens first</span><button type="button" class="cz-ib sm solid" data-ddash="keep" aria-label="Keep this dashboard" title="Keep this dashboard">${SV(I.chk, 2.4)}</button>` : '<span class="note">kept once one key result has a reading</span>'}</span></div>`;
+}
+async function draftedPress(b) {
+  if (b.dataset.ddash === 'con') { import('./cozy-settings.js').then((S) => S.openSettings('connectors')).catch(() => toast('Open Settings › Connectors.')); return; }
+  const D = draftedDash(); if (!D || !D.charts.length) return;
+  b.disabled = true;
+  const r = await saveDash({ name: D.name, purpose: 'Drafted from the OKR file: one tile per key result with a reading.', charts: D.charts, main: true });
+  if (!r || r.ok !== true) { b.disabled = false; toast((r && r.error) || 'The dashboard could not be saved. Nothing changed.'); return; }
+  toast('Kept ' + D.name + '. It opens first.'); await load();
+}
 /* the ready-made group before Yours (batch 17 item 1, PbA6): read once per open of the panel, again after a switch */
-const LIB = { L: null, read: false, open: new Set() };
-const drawLib = () => { const el = $('#readyLib'); if (el) el.innerHTML = RL.libHtml(LIB.L, { open: LIB.open, yours: true }); };
+const LIB = { L: null, read: false, open: new Set(), fold: {} };
+const drawLib = () => { const el = $('#readyLib'); if (el) { el.outerHTML = libFolds(LIB.L) || '<div id="readyLib"></div>'; wireFolds(); } };
+/* + in the panel header (RgR4Make): the drafted report of this view, never a blank chat. With all products on screen there is no one product to
+ * draft for, so it keeps its link to Home. */
+$('#newRep').addEventListener('click', (e) => {
+  if (PF || !M || !M.board || !M.board.ws) return;
+  e.preventDefault();
+  const D = curDash(); RI.openDraft(D && D.saved ? 'dashboard:' + D.id : 'view');
+});
 RL.wireLib($('#repBody'), { get ws() { return M && M.board ? M.board.ws : ''; }, open: LIB.open, toast: (t) => toast(t), redraw: drawLib,
   reload: async () => { LIB.L = await RL.readLib(M.board.ws); drawLib(); } });
 $('#repBody').addEventListener('click', async (e) => {
+  const na = e.target.closest('[data-nact]'); if (na) { if (!na.disabled) needPress(na); return; }
+  const dk = e.target.closest('[data-ddash]'); if (dk) { draftedPress(dk); return; }
   const d = e.target.closest('[data-d]'); if (d) { setView(d.dataset.d); return; }
   const fx = e.target.closest('[data-fx]');
   if (fx) {

package/workspace/public/premium-intelligence.html

@@ -68,7 +68,7 @@
 
 <!-- Reports and dashboards (⋯; the old Library): Found in your work, requests from Home, the reports, then the dashboards -->
 <aside class="ins-side ins-lib" id="libSide" role="dialog" aria-modal="false" aria-labelledby="libTitle" tabindex="-1" hidden>
- <div class="ins-sh"><div><h2 id="libTitle">Reports and dashboards</h2></div><span class="ins-st"><a class="cz-ib" id="newRep" href="/premium.html?ask=insights" aria-label="New report (opens Home)" title="New report (opens Home)"><svg viewBox="0 0 24 24" aria-hidden="true"><path d="M12 5v14M5 12h14"/></svg></a></span><button type="button" class="cz-ib" id="libX" aria-label="Close" title="Close"><svg viewBox="0 0 24 24" aria-hidden="true"><path d="M6 6l12 12M18 6L6 18"/></svg></button></div>
+ <div class="ins-sh"><div><h2 id="libTitle">Reports and dashboards</h2></div><span class="ins-st"><a class="cz-ib" id="newRep" href="/premium.html?ask=insights" aria-label="New report: Claude drafts it from this view" title="New report: Claude drafts it from this view"><svg viewBox="0 0 24 24" aria-hidden="true"><path d="M12 5v14M5 12h14"/></svg></a></span><button type="button" class="cz-ib" id="libX" aria-label="Close" title="Close"><svg viewBox="0 0 24 24" aria-hidden="true"><path d="M6 6l12 12M18 6L6 18"/></svg></button></div>
  <div class="ins-sb" id="repBody"></div>
  <span class="vh" id="repCap"></span>
 </aside>

package/workspace/test-files.json

@@ -51,6 +51,7 @@
     "briefing-premium-board.test.js",
     "board-trail.test.js",
     "briefing-premium-insights.test.js",
+    "okr-goals.test.js",
     "briefing-premium-initiative.test.js",
     "briefing-premium-adddoc.test.js",
     "briefing-premium-reports.test.js",