create-pmos 0.515.0 → 0.517.0

package/workspace/lib/report-export.js

@@ -332,6 +332,40 @@ function pyramidSlideXml(s, L) {
     let yy = y + (n ? 146 : 0);
     if (a.more) { text(67, yy, 1146, 60, a.more, { size: 18, color: L.soft }); yy += 70; }
     text(67, yy, 1146, 26, [[['Who ', { bold: true }], [a.who, {}], ...(a.by ? [['      By ', { bold: true }], [a.by, {}]] : [])]], { size: 18, color: L.soft });
+  } else if (s.kind === 'beyond') {
+    // the report engine's parts beyond the question: numbered, as the answer's supports
+    s.items.forEach((x, i) => {
+      const yy = y + i * 104;
+      if (i) shape(67, yy - 10, 1146, 1, { fill: L.line });
+      shape(67, yy, 35, 35, { geom: 'ellipse', fill: L.accent });
+      text(67, yy + 6, 35, 24, String(i + 1), { size: 18, bold: true, color: '#FFFFFF', align: 'ctr' });
+      text(121, yy, 1092, 30, x.head, { size: 22, bold: true });
+      text(121, yy + 32, 1092, 60, x.text, { size: 17, color: L.soft });
+    });
+  } else if (s.kind === 'section') {
+    // a section of an engine report: paragraphs and lists as text, a table as a grid, bars as shapes. Anything below the footer is cut, never squeezed.
+    for (const b of s.blocks || []) {
+      if (y > 600) break;
+      if (b.kind === 'p') { const h = Math.min(120, 26 * Math.ceil(b.text.length / 110) + 6); text(67, y, 1146, h, b.text, { size: 18, color: L.soft }); y += h + 10; }
+      else if (b.kind === 'list') { for (const it of b.items) { if (y > 620) break; text(67, y, 1146, 30, '•  ' + it, { size: 18, color: L.soft }); y += 34; } y += 8; }
+      else if (b.kind === 'table') {
+        const n = b.columns.length; const w = 1146 / n; const rowH = 40;
+        b.columns.forEach((c, i) => text(67 + i * w + 6, y, w - 12, 22, c.toUpperCase(), { size: 13, bold: true, color: L.muted }));
+        shape(67, y + 26, 1146, 2, { fill: '#D3CCBF' }); y += 34;
+        for (const r of b.rows) { if (y > 630) break; r.forEach((c, i) => text(67 + i * w + 6, y + 8, w - 12, 26, c, { size: 15, bold: i === 0 })); shape(67, y + rowH, 1146, 1, { fill: L.line }); y += rowH; }
+        y += 12;
+      } else if (b.kind === 'bars') {
+        for (const r of b.rows) {
+          if (y > 630) break;
+          text(67, y, 290, 26, r.label, { size: 17 });
+          shape(367, y + 4, 700, 18, { geom: 'roundRect', fill: L.track });
+          shape(367, y + 4, Math.max(1, 700 * r.share), 18, { geom: 'roundRect', fill: L.accent });
+          text(1083, y, 130, 26, r.text, { size: 17, bold: true, align: 'r' });
+          y += 36;
+        }
+        y += 10;
+      }
+    }
   } else if (s.kind === 'sources') {
     text(67, y, 540, 20, 'REACHED', { size: 15, bold: true, color: L.muted });
     (s.reached.length ? s.reached : ['None']).slice(0, 8).forEach((x, i) => text(67, y + 34 + i * 44, 540, 40, x, { size: 18, color: L.soft }));
@@ -480,7 +514,8 @@ function exportOf(markdown, fmt, opts = {}) {
   if (!Object.prototype.hasOwnProperty.call(FORMATS, fmt)) return { ok: false, error: `fmt must be one of ${Object.keys(FORMATS).join(', ')}` };
   const report = parseReport(markdown);
   let buffer;
-  try { buffer = fmt === 'pptx' ? pptx(report, require('./report-pyramid.js').deckOf(markdown, opts.look, { data: opts.data || null })) : BUILD[fmt](report); } catch (e) { return { ok: false, error: 'the file could not be built: ' + String((e && e.message) || e).slice(0, 160) }; }
+  // opts.deck: the report engine's deck (lib/report-engine.js engineDeckOf), so the PPTX holds the slides the reader shows
+  try { buffer = fmt === 'pptx' ? pptx(report, opts.deck || require('./report-pyramid.js').deckOf(markdown, opts.look, { data: opts.data || null })) : BUILD[fmt](report); } catch (e) { return { ok: false, error: 'the file could not be built: ' + String((e && e.message) || e).slice(0, 160) }; }
   const stem = plain(report.title).toLowerCase().replace(/[^a-z0-9]+/g, '-').replace(/^-+|-+$/g, '').slice(0, 60) || 'report';
   return { ok: true, fmt, name: `${stem}.${fmt}`, mime: FORMATS[fmt].mime, buffer };
 }

package/workspace/lib/report-pyramid.js

@@ -460,6 +460,12 @@ function slideHtml(s, L) {
     const opts = a.options.map((o, i) => `<div class="ask${i ? ' alt' : ''}" style="flex:1"><div class="tag">Option ${'ABC'[i]}</div><div class="q">${esc(o)}</div></div>`).join('');
     body = (opts ? `<div style="display:flex;gap:26px">${opts}</div>` : '') + (a.more ? `<p class="sm" style="margin:${opts ? '22px' : '0'} 0 0">${esc(a.more)}</p>` : '')
       + `<div class="sm" style="display:flex;gap:45px;margin-top:29px"><span><b>Who</b> ${esc(a.who)}</span>${a.by ? `<span><b>By</b> ${esc(a.by)}</span>` : ''}</div>`;
+  } else if (s.kind === 'beyond') {
+    // the report engine's parts beyond the question (lib/report-engine.js deckOf): each part a numbered support
+    body = s.items.map((x, i) => `<div class="sup"><span class="n">${i + 1}</span><div><b>${esc(x.head)}</b><span>${esc(x.text)}</span></div></div>`).join('');
+  } else if (s.kind === 'section') {
+    // a section of an engine report: any title the writer chose, its blocks as they are (paragraphs, lists, a table, bars of readings)
+    body = (s.blocks || []).map((b) => sectionBlockHtml(b, L)).join('');
   } else if (s.kind === 'sources') {
     const reached = s.reached.map((x) => `<div class="sup"><span class="sm">${esc(x)}</span></div>`).join('') || '<div class="sup"><span class="sm">None</span></div>';
     const miss = s.notReached.map((x) => `<div class="sup"><div><b>${esc(x.source)}</b><span>${esc(cap(x.why))}${x.why ? '.' : ''}</span></div></div>`).join('');
@@ -467,6 +473,20 @@ function slideHtml(s, L) {
   }
   return open('') + `<div class="in">${head(s.tag)}${body}</div>${footer(s)}</section>`;
 }
+/** One block of an engine section slide. */
+function sectionBlockHtml(b, L) {
+  if (b.kind === 'p') return `<p class="sm" style="margin:0 0 14px;max-width:1120px">${esc(b.text)}</p>`;
+  if (b.kind === 'list') return `<div style="margin:0 0 10px">${b.items.map((x) => `<div class="sup" style="padding:9px 0"><span class="sm">${esc(x)}</span></div>`).join('')}</div>`;
+  if (b.kind === 'table') {
+    return `<div class="tb" style="grid-template-columns:repeat(${b.columns.length},minmax(0,1fr));font-size:16px;margin:0 0 14px;align-items:stretch">${b.columns.map((c) => `<div class="h">${esc(c)}</div>`).join('')}`
+      + b.rows.map((r) => r.map((c, i) => `<div${i ? '' : ' style="font-weight:800"'}>${esc(c)}</div>`).join('')).join('') + '</div>';
+  }
+  if (b.kind === 'bars') {
+    return `<div style="display:flex;flex-direction:column;gap:12px;margin:0 0 14px">${b.rows.map((r) => `<div style="display:flex;align-items:center;gap:16px;font-size:18px"><span style="width:300px;flex:none">${esc(r.label)}</span>`
+      + `<span style="flex:1;height:20px;background:${L.track};border-radius:4px;overflow:hidden"><i style="display:block;height:100%;width:${Math.round(r.share * 1000) / 10}%;background:${L.accent}"></i></span><b style="width:120px;flex:none;text-align:right">${esc(r.text)}</b></div>`).join('')}</div>`;
+  }
+  return '';
+}
 /** The deck as one HTML string (the viewer's frames and the PDF print). */
 function deckHtml(deck) {
   if (!deck) return '';

package/workspace/lib/routes-insights-premium.js

@@ -34,14 +34,19 @@ async function via(mod, pathAndQuery, req, ctx) {
 }
 /** The opening sentence of each listed report file (insights-one-list L6), read from the workspace's repository. A file that cannot be read has none. */
 const LEADS_MAX = 60;
-function leadsOf(ctx, ws, list) {
+function leadsOf(ctx, ws, list, shas) {
   const out = {};
   let root = null;
   try { root = require('path').resolve(ctx.getWs(ws).root); } catch { return out; }
   for (const r of list.slice().sort((a, b) => String(b.slot).localeCompare(String(a.slot))).slice(0, LEADS_MAX)) {
     const rel = String(r.path || '');
     if (!rel || rel.includes('..') || require('path').isAbsolute(rel)) continue;
-    try { out[rel] = Insights.leadOf(require('fs').readFileSync(require('path').join(root, rel), 'utf8').slice(0, 20000)); } catch { /* an unreadable file has no lead */ }
+    try {
+      const buf = require('fs').readFileSync(require('path').join(root, rel));
+      // Reports and dashboards redesign R: the headline is the preview, never the line that says the definition is a draft
+      out[rel] = require('./report-acts.js').leadPastWarning(buf.toString('utf8').slice(0, 20000), Insights.leadOf);
+      if (shas) shas[rel] = require('crypto').createHash('sha1').update(`blob ${buf.length}\0`).update(buf).digest('hex');   // what Issue sends: the file as read
+    } catch { /* an unreadable file has no lead */ }
   }
   return out;
 }
@@ -96,7 +101,11 @@ module.exports = {
       const su = await via(setups, '/api/report-setups' + q, req, ctx).catch(() => ({ status: 500, body: null }));
       const setupsOk = su.status === 200 && !!su.body && Array.isArray(su.body.setups);
       if (!setupsOk) missing.push('report setups');
-      const leads = reportsOk ? leadsOf(ctx, ws, rp.body.reports || []) : {};
+      const shas = {};
+      const leads = reportsOk ? leadsOf(ctx, ws, rp.body.reports || [], shas) : {};
+      // Reports and dashboards redesign R: each report's definition (its title names it; status: draft is "Confirm the definition")
+      let defs = [];
+      if (pick) { try { defs = require('./report-setups.js').definitionsOf(require('path').resolve(ctx.getWs(pick.ws).root)).map((d) => ({ id: d.id, title: d.title, status: d.status })); } catch { defs = []; } }
       // premium-agreed-design (G1, G2): the board's initiatives, so a goal can name what moves it and Outcomes can list shipped work. Read-only.
       let initiatives = null;
       if (pick && pick.id) {
@@ -137,6 +146,11 @@ module.exports = {
         outcomes, reports: reportsOk ? rp.body.reports || [] : [], reportsOk, missing, saved, mine,
         setups: setupsOk ? su.body : null, pinned, leads, archived, initiatives, goalMeta, ins, budgets, okr, promises, self: isSelf(ctx, pick),
       });
+      // Reports and dashboards redesign R (RgR1Panel): each waiting report's one ✓, its display name, and the other product it is about (lib/report-acts.js)
+      if (model && model.reports) {
+        const R = require('./report-acts.js').reportActsOf({ rows: model.reports.rows || [], setups: model.reports.setups || [], defs, boards: (model.board && model.board.switcher) || [], here: model.board ? model.board.ws : null, shas });
+        Object.assign(model.reports, { acts: R.acts, names: R.names, about: R.about });
+      }
       // batch 16 item 1: each ✦ strip finding about a goal that is behind carries one drafted move (lib/insight-moves.js), done ones marked
       if (pick) {
         try {

package/workspace/lib/routes-ready-reports.js

@@ -225,7 +225,14 @@ async function dashboardAnswer(req, ctx, w, scope, from) {
   }
   if (!X.model) X.f.goalDraft = null;
   else if (!RR.goalsOf(X.f.intel, scope, Date.parse(X.f.today + 'T00:00:00Z'), false).goals.length) X.f.goalDraft = { title: '', sub: '', anchor: scope };
-  return { status: 200, body: { ok: true, dashboard: RR.dashboardOf(X.f) } };
+  const d = RR.dashboardOf(X.f);
+  // Reports and dashboards redesign R (RgR4Make): a product page's ✦ line is Intelligence's line for that product (lib/report-acts.js). A held
+  // source keeps its own warning; "ready to send" follows only in a week with news (something behind, a ticket closed, an update drafted)
+  if (d && d.level === 'product' && !d.heldBy) {
+    const R = d.reports || [], news = (d.goals || []).some((g) => g.dot === 'behind') || !!d.done || R.some((r) => r.kind === 'weekly' && r.state === 'drafted' && !r.desk);
+    d.handled = require('./report-acts.js').productLineOfIntel(X.f.intel, { deskReady: R.some((r) => r.kind === 'weekly' && r.state === 'drafted' && r.desk), news, fallback: d.handled });
+  }
+  return { status: 200, body: { ok: true, dashboard: d } };
 }
 
 /** The scopes of a workspace: its product, its programs (the ones whose charter is here) and its live initiatives. */
@@ -430,7 +437,9 @@ async function tickScope(ctx, w, s, now, cache = null) {
     const e = ensureSetup(w, s.scope, m.kind, s.name, { now });
     if (!e.ok) { out.push({ scope: s.scope, kind: m.kind, ok: false, error: e.error }); continue; }
     const r = await SR.draftIntelligence(ctx, w, e.setup, m.slot, { model: X.model, now, ready: extras(X) });
-    if (r.ok || r.existing) RR.append(RR.ledgerFile(stateDir(w)), { ev: 'moment', key, slot: m.slot, why: m.why }, { now });
+    if (r.ok || r.existing || r.quiet) RR.append(RR.ledgerFile(stateDir(w)), { ev: 'moment', key, slot: m.slot, why: m.why }, { now });
+    // nothing to report at this moment: one quiet line (Your day says it), no draft to grade
+    if (r.quiet) RR.append(RR.ledgerFile(stateDir(w)), { ev: 'quiet', key, slot: m.slot }, { now });
     out.push({ scope: s.scope, kind: m.kind, slot: m.slot, why: m.why, ...r });
   }
   // a heads-up: a broken health budget or a critical slip, at once and outside the schedule (PbG3)

package/workspace/lib/routes-report-design.js

@@ -49,6 +49,7 @@ const RS = require('./report-setups.js');
 const RC = require('./report-checks.js');
 const RDraft = require('./report-draft.js');
 const RP = require('./report-pyramid.js');
+const RE = require('./report-engine.js');
 const headless = require('./headless.js');
 
 const text = (v) => (typeof v === 'string' ? v : '');
@@ -293,6 +294,8 @@ function startCycle(ctx, w, cadence, rel) {
     const st = D.stateOf(w.root, cadence);
     if (!st.saved) return { ok: false, error: 'no saved design' };
     if (D.isIssuedSlot(w.root, cadence, c.slot)) return { ok: false, error: 'issued' };
+    // the report engine draws its own deck from report.json; the saved design is its theme, so no per-cycle render rewrites its words
+    if (RE.engineReportOf(c.md)) return { ok: false, error: 'drawn by the report engine' };
     const key = keyOf(w.root, cadence);
     if (jobs.has(key)) {
       const j = jobs.get(key);
@@ -436,7 +439,8 @@ function cycleAnswer(w, c) {
   const differences = rec && Array.isArray(rec.differences) ? rec.differences : [];
   // designed: THIS cycle has a render drawn to a saved design (the contract's answer is per document). A cycle drafted before the design,
   // or one whose first render is still running, is not designed yet: the page reads it in its format view and fetches no cycle-html.
-  return { ok: true, designed: !!st.saved && !!rec, design_version: rec ? rec.design_version : null,
+  const engine = !!RE.engineReportOf(c.md);
+  return { ok: true, designed: !engine && !!st.saved && !!rec, engine, design_version: rec ? rec.design_version : null,
     format: (rec && rec.format) || (st.saved && (D.versionMeta(w.root, c.cadence, st.saved.version) || {}).format) || st.format || 'deck',
     outline: rec && Array.isArray(rec.outline) ? rec.outline : [], differences, decisions: rec && Array.isArray(rec.decisions) ? rec.decisions : [],
     matches: !!rec && differences.length === 0, rendering: !!(j && j.slotPath === c.rel), previous: prev ? { path: prev.path, slot: prev.slot } : null };
@@ -482,7 +486,8 @@ async function handle(req, res, url, ctx) {
       // The finished slides of a cadence draft (canvas RsA): the Pyramid deck in the report's saved look, else the standard PMOS look.
       const d = reportDoc(w, text(url.searchParams.get('path'))); if (d.error) return send(d.error);
       let md; try { md = fs.readFileSync(d.c.md, 'utf8'); } catch { return send(bad(404, 'no such report document')); }
-      const deck = RP.deckOf(md, RP.lookOf(w.root, d.c.cadence), { data: RP.dataOf(d.c.md) });
+      // a draft the report engine wrote is drawn from its own model (report.json), in the report's look: the reader, the PDF and the PPTX are one deck
+      const deck = RE.engineDeckOf(d.c.md, RP.lookOf(w.root, d.c.cadence)) || RP.deckOf(md, RP.lookOf(w.root, d.c.cadence), { data: RP.dataOf(d.c.md) });
       if (!deck) return send(bad(404, 'this document is not a cadence draft, so it has no Pyramid deck'));
       return sendHtml(res, D.sanitize(RP.deckHtml(deck)));
     }

package/workspace/lib/routes-report-setups.js

@@ -17,6 +17,9 @@
  *   POST /api/report-setups/pause | resume { ws, id }                         → { ok, setup }
  *   POST /api/report-setups/edit       { ws, id, schedule?, name?, audience?, output? } → { ok, setup }   change a TEMPLATE (premium-reports-from-chat L1).
  *                                                                           schedule { cadence: 'off' } pauses it; any other schedule changes it and resumes it
+ *   POST /api/report-setups/confirm    { ws, id }                            → { ok, path, sha }   ✓ Confirm the definition: status: draft → stable (redesign R)
+ *   POST /api/report-setups/move       { ws, id, to }                        → { ok, id, to, moved }   ✦ Move to <product>: definition, drafts and setup go to
+ *                                                                           the workspace `to`; a report with an issued issue is 409 (redesign R)
  *   POST /api/report-setups/remove     { ws, id }                            → { ok }           delete a TEMPLATE: its schedule stops; its drafts and issued reports stay (L2)
  *   POST /api/report-setups/from-dashboard { ws, key, name, output, schedule, audience } → { ok, setup }
  *   POST /api/report-setups/finder     { ws, cadence?, sources? }            → { ok, finder }
@@ -62,7 +65,7 @@ const headless = require('./headless.js');
 
 const text = (v) => (typeof v === 'string' ? v : '');
 const bad = (status, error) => ({ status, body: { ok: false, error } });
-const POSTS = ['ask', 'change', 'cancel', 'setup', 'draft', 'dismiss', 'pause', 'resume', 'from-dashboard', 'finder', 'edit', 'remove', 'documents/discard', 'documents/archive', 'strip-dismiss'];
+const POSTS = ['ask', 'change', 'cancel', 'setup', 'draft', 'dismiss', 'pause', 'resume', 'from-dashboard', 'finder', 'edit', 'remove', 'documents/discard', 'documents/archive', 'strip-dismiss', 'confirm', 'move'];
 const IR = require('./intel-report.js');
 const MADE_BY = ['schedule', 'you', 'agent'];
 
@@ -251,7 +254,10 @@ async function tick(ctx, now = new Date()) {
         if (s.drafted.some((d) => d.slot === slot)) continue;
         let out;
         if (IR.isIntelligence(s.source)) {
+          const qk = `${w.root}|${s.id}|${slot}`;
+          if (quietSlots.has(qk)) continue;   // nothing to report at this slot already: not read again every tick
           try { out = await draftIntelligence({ ...ctx, getWs: (id) => (id === w.id || id == null ? w : ctx.getWs(id)) }, w, s, slot, { now }); } catch (e) { out = { ok: false, error: String((e && e.message) || e) }; }
+          if (out && out.quiet) quietSlots.add(qk);
           done.push({ id: s.id, slot, ...out });
           continue;
         }
@@ -290,7 +296,9 @@ function exportAnswer(ctx, res, w, url) {
   } catch { return bad(404, 'no such document'); }
   const cyc = /(?:^|\/)reports\/([a-z][a-z0-9-]{0,39})\/\d{4}-\d{2}-\d{2}\.md$/.exec(rel);
   const RPy = require('./report-pyramid.js');
-  const out = RX.exportOf(md, fmt, fmt === 'pptx' && cyc ? { look: RPy.lookOf(abs, cyc[1]), data: RPy.dataOf(full) } : {});
+  const look = fmt === 'pptx' && cyc ? RPy.lookOf(abs, cyc[1]) : null;
+  const deck = look ? require('./report-engine.js').engineDeckOf(full, look) : null;
+  const out = RX.exportOf(md, fmt, fmt === 'pptx' && cyc ? { look, data: RPy.dataOf(full), ...(deck ? { deck } : {}) } : {});
   if (!out.ok) return bad(500, out.error);
   return { status: 200, file: out };
 }
@@ -508,6 +516,23 @@ async function handle(req, res, url, ctx) {
     const now = new Date();
     return send({ status: 200, body: { ok: true, setup: setupOut(RS.fold(RS.readLines(file)).setups.get(id), now, documentsOf(ctx, w), copyIndex(root), root) } });
   }
+  if (sub === 'confirm') {
+    // Reports and dashboards redesign R: ✓ Confirm the definition (status: draft → stable). Only the PM's press confirms one (report-daily.skill)
+    const r = require('./report-acts.js').confirmDefinition(root, text(body.id), opts);
+    if (!r.ok) return fail(r);
+    if (ctx.invalidateNeedsAgg) ctx.invalidateNeedsAgg();
+    return send({ status: 200, body: r });
+  }
+  if (sub === 'move') {
+    // Reports and dashboards redesign R: ✦ Move to <product>. The target is a workspace this server knows; an issued report is never moved (409)
+    const t = wsOf(ctx, text(body.to));
+    if (!t || !text(body.to)) return send(bad(404, 'no such product to move it to'));
+    if (t.id === w.id) return send(bad(400, 'it is in that product already'));
+    const r = require('./report-acts.js').moveReportTo(root, text(body.id), t.root, Object.assign({}, opts, { toWsId: t.id }));
+    if (!r.ok) return fail(r);
+    if (ctx.invalidateNeedsAgg) ctx.invalidateNeedsAgg();
+    return send({ status: 200, body: Object.assign({ to: t.id }, r) });
+  }
   if (sub === 'remove') {
     const r = RS.remove(root, text(body.id), opts);
     if (!r.ok) return fail(r);
@@ -543,6 +568,8 @@ async function draftIntelligence(ctx, w, s, slot, { model, now = new Date(), rea
   try { if (fs.statSync(path.join(path.resolve(w.root), rel)).isFile()) return { ok: false, existing: true, slot, path: rel, error: 'drafted already' }; } catch { /* not there yet */ }
   const m = model || await intelModel(null, ctx, w.id, null);
   if (!m) return { ok: false, error: 'Intelligence could not be read' };
+  // no draft without a finding (design R item 2, report engine E step 3): a scope with no reading, no verdict and no read budget has nothing to report
+  if (!hasFinding(m, s)) return { ok: false, quiet: true, status: 422, slot, error: 'nothing to report: no goal here has a reading yet' };
   const mine = (RN.reportsOf(w.root).reports || []).filter((x) => x.cadence === s.id && x.slot < slot).sort((a, b) => (a.slot < b.slot ? -1 : 1));
   const before = mine.filter((x) => x.issued).pop() || null;
   let prior = null;
@@ -552,6 +579,14 @@ async function draftIntelligence(ctx, w, s, slot, { model, now = new Date(), rea
   return r.ok ? { ok: true, slot, path: r.path } : { ok: false, status: r.status, error: r.error };
 }
 
+/** The slots of Intelligence reports that had nothing to report, in this process: the tick does not read them again. */
+const quietSlots = new Set();
+/** True when Intelligence holds something to report for the setup's scope: a reading on a goal or budget, or a recorded verdict. */
+function hasFinding(model, setup) {
+  const scope = IR.scopeOf(setup && setup.source) || 'view';
+  const sl = IR.storylineOf(model, { scope });
+  return sl.items.some((it) => it.kind === 'scorecard' || it.kind === 'exhibit' || it.kind === 'verdict');
+}
 /** Draft a report's cycle now through the one writer (report-draft.js writeDraft). → { slot, path } | { error } */
 function draftCycle(root, cadence, slot, actor) {
   const d = RD.draftOf(root, { cadence, slot: slot || undefined });
@@ -567,4 +602,4 @@ function firstDraft(root, r, actor) {
   return draftCycle(root, r.setup.id, r.first_draft && r.first_draft.slot, actor);
 }
 
-module.exports = { prefixes: ['/api/report-setups', '/api/report-documents', '/api/report-export'], handle, tick, ensureMigrated, documentsOf, listAnswer, copyOf, draftIntelligence, intelModel };
+module.exports = { prefixes: ['/api/report-setups', '/api/report-documents', '/api/report-export'], handle, tick, ensureMigrated, documentsOf, listAnswer, copyOf, draftIntelligence, intelModel, hasFinding };

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.515.0",
+  "version": "0.517.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.515.0",
+      "version": "0.517.0",
       "license": "MIT",
       "dependencies": {
         "@anthropic-ai/sdk": "^1.3.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.515.0",
+  "version": "0.517.0",
   "private": true,
   "description": "PMOS Terminal Workspace — local companion hosting real PTYs beside the library and gates (D62)",
   "license": "MIT",

package/workspace/premium-vw-meet-test.js

@@ -39,6 +39,10 @@ process.on('unhandledRejection', (e) => { console.error(e); finish(1); });
   srv = spawn(process.execPath, [path.join(__dirname, 'server.js')], { cwd: __dirname, stdio: 'ignore', env: T.env({ PMOS_WS_PORT: String(T.PORT) }) });
   await T.waitForServer(BASE);
   browser = await chromium.launch({ executablePath: exe });
+  /* One clock for the page and the stand-ins: today at 11:00, so "Rail review" (30 minutes on) is today at any hour the suite runs.
+   * Unpinned, after 23:30 it fell on tomorrow and S6 lost its Record. */
+  const NOW = new Date(); NOW.setHours(11, 0, 0, 0);
+  const open = (u, o) => F.open(browser, BASE, u, { now: NOW, ...o });
   const body = (p) => p.evaluate(() => (document.querySelector('#czViewer .cz-vw-body') || {}).innerText || '');
   const press = (p, sel) => p.$eval('#czViewer ' + sel, (b) => b.click());
   const folds = (p) => p.evaluate(() => [...document.querySelectorAll('#czViewer [data-czs-fold]')].map((x) => x.dataset.czsFold + (x.getAttribute('aria-expanded') === 'true' ? '*' : '')).join());
@@ -46,7 +50,7 @@ process.on('unhandledRejection', (e) => { console.error(e); finish(1); });
   const sum = (p) => p.evaluate(() => { const s = [...document.querySelectorAll('#czViewer .czs-sum')].find((x) => x.offsetParent) || document.querySelector('#czViewer .czs-sum'); return s ? { line: (s.querySelector('.czs-line') || {}).innerText || '', text: (s.querySelector('.czs-p') || {}).innerText || '', meta: (s.querySelector('.czs-meta') || {}).innerText || '', pri: (s.querySelector('[data-czs-act]') || {}).textContent || '' } : null; });
 
   /* an ended meeting with notes and a recording */
-  const A = await F.open(browser, BASE, '/premium-viewer.html?open=meeting&note=n1');
+  const A = await open('/premium-viewer.html?open=meeting&note=n1');
   const p = A.page;
   const up = await until(() => p.evaluate(() => !!document.querySelector('#czViewer .vz-mtg[data-mk="notes"]') && !!document.querySelector('#czViewer .czs-sum')), 15000);
   ok('0 the meeting opens in the Viewer on its own page', up);
@@ -128,7 +132,7 @@ process.on('unhandledRejection', (e) => { console.error(e); finish(1); });
   await A.ctx.close();
 
   /* S6 Before: a meeting to come, no note */
-  const B = await F.open(browser, BASE, '/premium-viewer.html?open=meeting&event=ev-rail&date=' + F.dayKey(F.world().RAIL), { scene: 'prep' });
+  const B = await open('/premium-viewer.html?open=meeting&event=ev-rail&date=' + F.dayKey(F.world(NOW).RAIL), { scene: 'prep' });
   const q = B.page;
   const prepUp = await until(() => q.evaluate(() => !!document.querySelector('#czViewer .vz-mtg[data-mk="prep"]') && !!document.querySelector('#czViewer .czs-sum')), 15000);
   const s6 = await sum(q);
@@ -169,7 +173,7 @@ process.on('unhandledRejection', (e) => { console.error(e); finish(1); });
   await B.ctx.close();
 
   /* S7 During: a note that records */
-  const C = await F.open(browser, BASE, '/premium-viewer.html?open=meeting&note=n2', { init: () => { window.__premiumHolding = { id: 'n2' }; } });
+  const C = await open('/premium-viewer.html?open=meeting&note=n2', { init: () => { window.__premiumHolding = { id: 'n2' }; } });
   const r = C.page;
   const liveUp = await until(() => r.evaluate(() => !!document.querySelector('#czViewer .vz-mtg[data-mk="live"]') && !!document.querySelector('#czViewer .czs-sum')), 15000);
   const s7 = await sum(r);
@@ -196,7 +200,7 @@ process.on('unhandledRejection', (e) => { console.error(e); finish(1); });
   await C.ctx.close();
 
   /* S10 a note that is not there */
-  const D = await F.open(browser, BASE, '/premium-viewer.html?open=meeting&note=nope');
+  const D = await open('/premium-viewer.html?open=meeting&note=nope');
   ok('S10 a note that is not there says so, and the card still opens', await until(() => D.page.evaluate(() => !!document.querySelector('#czViewer') && /Untitled note|could not|not/.test(document.querySelector('#czViewer').innerText))));
   await D.ctx.close();
 
@@ -204,7 +208,7 @@ process.on('unhandledRejection', (e) => { console.error(e); finish(1); });
   // the meeting's own presses: the summary's (the shell's primary button is the shell's) and the folds; a press may keep its drawn size and take a 44 px hit area from ::before
   const HITS = () => { window.hits = () => [...document.querySelectorAll('#czViewer .czs-sum button:not(.czs-pri), #czViewer [data-czs-fold]')].filter((b) => { if (!b.getClientRects().length) return false; const pb = getComputedStyle(b, '::before'), hit = pb.content !== 'none' && pb.position === 'absolute' ? parseFloat(pb.height) || 0 : 0; return Math.max(b.getBoundingClientRect().height, hit) < 44; }).map((b) => (b.dataset.a || b.dataset.czsFold || b.className) + ':' + Math.round(b.getBoundingClientRect().height)); };
   for (const [u, o] of [['/premium-viewer.html?open=meeting&note=n1', {}], ['/premium-viewer.html?open=meeting&note=n2', { init: () => { window.__premiumHolding = { id: 'n2' }; } }]]) {
-    const E = await F.open(browser, BASE, u, { w: 390, h: 844, ...o });
+    const E = await open(u, { w: 390, h: 844, ...o });
     await E.page.evaluate(HITS);
     await until(() => E.page.evaluate(() => !!document.querySelector('#czViewer .vz-mtg') && !!document.querySelector('#czViewer .czs-sum')), 15000);
     const fl = await until(async () => { const v = await E.page.evaluate(() => ({ over: document.documentElement.scrollWidth - innerWidth, full: (() => { const r = document.querySelector('#czViewer').getBoundingClientRect(); return r.left === 0 && Math.round(r.width) === innerWidth; })(),

package/workspace/public/pm/cozy-evui.js

@@ -23,6 +23,7 @@ export const ICON = {
   refresh: 'M4 12a8 8 0 0 1 14-5.3M20 4v4h-4M20 12a8 8 0 0 1-14 5.3M4 20v-4h4', jira: 'M4 4h16v16H4zM8.5 12.5l2.5 2.5 4.5-5', cal: 'M4 5h16v15H4zM4 10h16M8 3v4M16 3v4',
   repo: 'M6 3h12v18l-6-4-6 4z', mic: 'M12 3a3 3 0 0 0-3 3v6a3 3 0 0 0 6 0V6a3 3 0 0 0-3-3zM5 11a7 7 0 0 0 14 0M12 18v3', tools: 'M3 6h18v12H3zM3 7l9 6 9-6',
   analytics: 'M4 20V10M10 20V4M16 20v-8M22 20H2', check: 'M5 12l4.5 4.5L19 7',
+  guide: 'M12 3a9 9 0 1 0 0 18a9 9 0 1 0 0-18M9.5 9.5a2.5 2.5 0 1 1 3.5 2.3c-.6.3-1 .9-1 1.6v.6M12 17h.01',
 };
 export function toast(t) { const el = typeof document !== 'undefined' && document.getElementById('toast'); if (!el) return; el.textContent = t; el.classList.add('on'); clearTimeout(toast.t); toast.t = setTimeout(() => el.classList.remove('on'), 4200); }
 export const wsParam = () => (typeof location !== 'undefined' ? new URLSearchParams(location.search).get('ws') || '' : '');

package/workspace/public/pm/cozy-insights.css

@@ -955,3 +955,37 @@ body.ins-trv #pGoals .ins-trstrip { display: flex; }   /* the narrow form hides
   .ins-row.ins-pcols { grid-template-columns: minmax(0, 1fr); row-gap: 6px; border: 1px solid var(--cz-hair); border-radius: 18px; background: var(--cz-card); padding: 12px 14px; }
   .ins-allp .ins-th { display: none; }
 }
+
+/* Reports and dashboards redesign R (RgR1Panel, RgR3Dash): Needs you rows with one ✓ each, the two ready-made folds, the drafted first dashboard */
+.ins-nlist { flex: none; display: flex; flex-direction: column; border: 1px solid var(--cz-hair); border-radius: 16px; overflow: hidden; margin: 4px 0 8px; }
+.ins-nrow { display: flex; align-items: center; gap: 12px; padding: 10px 14px; border-top: 1px solid var(--cz-hair); }
+.ins-nrow:first-child { border-top: 0; }
+.ins-nrow.sel { background: var(--cz-bluebg); }
+.ins-nrow .nm { flex: 1; min-width: 0; display: flex; flex-direction: column; gap: 2px; border: 0; background: none; padding: 0; font: inherit; color: inherit; text-align: left; cursor: pointer; }
+.ins-nrow .nm b { font-size: var(--fs-body); font-weight: var(--fw-strong); line-height: var(--lh-body); }
+.ins-nrow .nm small { font-size: var(--fs-meta); color: var(--cz-ink3); line-height: var(--lh-meta); }
+.ins-nrow .hl { font-size: var(--fs-meta); color: var(--cz-ink2); line-height: var(--lh-meta); display: -webkit-box; -webkit-line-clamp: 2; -webkit-box-orient: vertical; overflow: hidden; }
+.ins-nrow .ac { flex: none; display: flex; align-items: center; gap: 8px; }
+.ins-nrow .ac .note { white-space: nowrap; }
+@media (hover: hover) { .ins-nrow:not(.sel):hover { background: rgba(244, 243, 240, .5); } }
+.ins-mlist { list-style: none; margin: 6px 0 0; padding: 0; display: flex; flex-direction: column; gap: 4px; font-size: var(--fs-meta); line-height: var(--lh-meta); }
+.ins-libfold[open] .ins-mlist { display: none; }
+.ins-libfold:not([open]) .ins-libin { display: none; }
+.ins-ddraft { grid-column: 1 / -1; cursor: default; }
+.ins-dtiles { display: grid; grid-template-columns: repeat(2, minmax(0, 1fr)); gap: 8px; }
+.ins-dtile { position: relative; display: flex; flex-direction: column; gap: 2px; border: 1px solid var(--cz-hair); border-radius: 14px; padding: 10px 12px; min-width: 0; }
+.ins-dtile.w { border-style: dashed; border-color: var(--cz-hair2, rgba(42,46,53,.14)); }
+.ins-dtile .lb { font-size: var(--fs-meta); color: var(--cz-ink2); line-height: var(--lh-meta); overflow: hidden; text-overflow: ellipsis; white-space: nowrap; }
+.ins-dtile .kr { color: var(--cz-ink3); margin-right: 6px; }
+.ins-dtile .big { font-size: var(--fs-panel); font-weight: var(--fw-strong); line-height: var(--lh-panel, 1.3); }
+.ins-dtile .ft { display: flex; align-items: center; gap: 6px; justify-content: space-between; }
+.ins-dtile .ft .cz-ib { flex: none; }
+.ins-tdot { display: inline-block; width: 8px; height: 8px; border-radius: 50%; margin-right: 6px; vertical-align: middle; background: var(--cz-dot-q); }
+.ins-tdot.ok { background: var(--cz-dot-ok); } .ins-tdot.risk { background: var(--cz-dot-risk); } .ins-tdot.late { background: var(--cz-dot-late); }
+.ins-dact { display: flex; align-items: center; justify-content: flex-end; gap: 8px; }
+@media (max-width: 760px) {
+  .ins-nlist { border: 0; gap: 8px; overflow: visible; }
+  .ins-nrow { border: 1px solid var(--cz-hair); border-radius: 16px; background: var(--cz-card); }
+  .ins-nrow:first-child { border-top: 1px solid var(--cz-hair); }
+  .ins-nrow .ac .note { display: none; }
+}

package/workspace/public/pm/cozy-nav.js

@@ -3,12 +3,13 @@
  * item 5, canvas FmA1Menu and FmA4Desk: fewer menus).
  *
  * One button, bottom left on desktop and bottom right on a phone, opens the menu: the three places, Home, Board and Intelligence; then a
- * tray of two icons, Search (⌘K on a desk) and Settings. It is the one way between places, and it holds nothing else: New for you is a fold
+ * tray of three icons, Search (⌘K on a desk), Guide and Settings. It is the one way between places, and it holds nothing else: New for you is a fold
  * in Your day, Sources are Settings › Connectors, Theme is Settings › General, and More is gone (feedback batch 16 item 5).
  * The button keeps its two dots on every page: blue when something is new for you, amber when a source is stale. Open, the blue dot sits on
  * the Home row (where Your day is) and the amber dot on the Settings icon; the button's own name says both ("Open the menu. 3 new for you.
  * Jira is stale.").
  *   Search       pm/cozy-search.js: across the repository and every worktree; Ctrl K (Cmd K) or "/" opens it from any page
+ *   Guide        pm/premium-vw-guide.js: the user guide's Start here, in the Viewer of the page you are on (initiative guide-in-app)
  *   Settings     pm/cozy-settings.js; it opens at Connectors while a source is stale, so the stale one is the first thing there
  * A page that passes opts.here() runs it when its own place is pressed, in place of a reload (Home: Menu > Home closes the page that is open).
  * The counts come from GET /api/news-for-you and GET /api/sources, read when the page opens and every two minutes while it is shown; each
@@ -55,6 +56,7 @@ export function menuHtml(here, o = {}) {
   }).join('')
     + '<div class="ev-tray">'
     + `<button type="button" class="ev-tb" data-cz-search aria-label="Search (⌘K)" title="Search ⌘K">${svg(ICON.search, 20)}</button>`
+    + `<button type="button" class="ev-tb" data-cz-guide aria-label="Guide" title="Guide">${svg(ICON.guide, 20)}</button>`
     + `<button type="button" class="ev-tb" data-cz-settings aria-label="Settings${o.stale ? '. ' + esc(o.stale.text) : ''}" title="Settings">${svg(ICON.settings, 20)}${o.stale ? dot('risk') : ''}</button>`
     + '</div>';
 }
@@ -116,6 +118,7 @@ export function mountNav(here, doc = document, opts = {}) {
     set(false);
     if ('czSearch' in b.dataset) import('./cozy-search.js').then((M) => M.openSearch(opts.search ? { go: opts.search() } : {}));
     // a stale source opens Settings at Connectors, the stale one first (FmA3Settings: open where it matters)
+    else if ('czGuide' in b.dataset) import('./premium-vw-open.js').then((M) => M.openGuide('index'));
     else if ('czSettings' in b.dataset) import('./cozy-settings.js').then((M) => M.openSettings(N.stale ? 'connectors' : undefined));
   });
   // Ctrl K (Cmd K) and "/" open Search from any page; a second press focuses it

package/workspace/public/pm/home-app.js

@@ -986,7 +986,9 @@ function productPageHtml(x, ws, vid, name, g) {
   const tRow = (t) => row(`data-hp="ini" data-k="${esc(t.ini)}"`, '', t.name, t.of, t.late && t.due ? `<span class="pv-late">${esc(lateDays(t.due) + ' days late')}</span>` : '');
   const U = own ? H.weeklyUpdate(S.D, S.D.now) : null, sent = U && (U.sent || []).some((y) => y.week === U.week.iso);
   const R = d ? DB.reportsHtml(d, { open: x.open }) : '';
-  const extra = own ? (R ? '' : row('data-hp="update"', '', 'Weekly update', sent ? 'Sent this week' : 'Ready to send'))
+  // redesign R (RgR4Make): "Ready to send" only in a week with news (something at risk or waiting for a decision); a quiet week says so
+  const news = U && U.sections.some(([k, , L]) => k !== 'ok' && L.length);
+  const extra = own ? (R ? '' : row('data-hp="update"', '', 'Weekly update', sent ? 'Sent this week' : news ? 'Ready to send' : 'Nothing new this week · skipped'))
     : `<a class="pv-row" href="${esc(ownHome)}" target="_blank" rel="noopener"><span class="pv-rt"><b>Weekly update</b><small>In ${esc(name)}'s own Home, in a new tab</small></span></a>`;
   const reps = ((d && d.reports) || []).filter((r) => r.kind !== 'heads-up');
   const tabs = [