create-pmos 0.91.0 → 0.93.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "create-pmos",
-  "version": "0.91.0",
+  "version": "0.93.0",
   "description": "Scaffold the PMOS portable kit — run the PMOS product-management workflow (initiative → lane-fit spec → contract → build → three gates, with work-type lanes for features, research, maintenance, incidents, and content) entirely inside your own repo, with all state as git-versioned files. Includes `workflow-sweep`, which audits the state every board derives from and separates real defects from work you simply have not done. `create-pmos workspace` also installs + launches the local Terminal Workspace GUI. No database, no network, no telemetry.",
   "license": "MIT",
   "bin": {

package/payload/KIT-VERSION

@@ -1,3 +1,3 @@
-kernel-source: pmos@0d48046
+kernel-source: pmos@fdd90d9
 assembled: 2026-10-07
 mode: vendor

package/payload/planning/evals/eval-calibration.md

@@ -2,7 +2,7 @@
 type: Reference
 title: "Eval calibration log"
 description: "Append-only record of every PM override of an evaluator verdict."
-generated: {by: process:create-pmos, at: "2026-10-07T17:57:59Z"}
+generated: {by: process:create-pmos, at: "2026-10-07T18:25:40Z"}
 status: stable
 ---
 

package/payload/planning/okrs/health-budgets.md

@@ -2,7 +2,7 @@
 type: Reference
 title: "Health budgets"
 description: "Closed registry of health-budget anchors (D59), edited only by the PM."
-generated: {by: process:create-pmos, at: "2026-10-07T17:57:59Z"}
+generated: {by: process:create-pmos, at: "2026-10-07T18:25:40Z"}
 status: stable
 ---
 

package/payload/state/discoveries.md

@@ -2,7 +2,7 @@
 type: Reference
 title: "Discoveries and friction log"
 description: "Append-only record of what runs discovered and where the process rubbed."
-generated: {by: process:create-pmos, at: "2026-10-07T17:57:59Z"}
+generated: {by: process:create-pmos, at: "2026-10-07T18:25:40Z"}
 status: stable
 ---
 

package/workspace/guide/layout.md

@@ -50,7 +50,7 @@ The dock holds your terminals, documents, conversations, skills and web pages. I
 
 - Press ⌘J (Ctrl-J), or the button on the rail, to open the dock. Press ⌘J again, or the fold button in the dock, to fold it to the rail.
 - The dock never opens by itself. A tab that opens while the dock is a rail waits in the dock until you open it.
-- The dock lists the sessions of the repository by initiative. A session is in the group of the initiative it is recorded on, or of its `initiative/<id>` branch. Then come **Not linked** (no initiative) and **Automatic** (anything you did not start yourself, for example a schedule, the day run, a note's summary or bullets, or a Jira push). **Automatic** is hidden until you press **Show automatic** at the foot of the list (or beside the group select in the strip). A session in front, or one held on a permission question, is always shown. An agent that has finished and reads "needs you" is hidden like the rest. Finished automatic sessions remove themselves a minute after a clean exit, and one with no output for 60 minutes is ended and removed. A failed one stays. The setting is in `state/session-policy.json`: `finish` (true or false) and `idleMinutes` (5 or more, or 0 for off). Then **Open** lists the tabs that are not sessions, for example documents and skills. Each one shows its title, what it is (for example PRD, Document or Web page) and its branch when it is not main. **✕** on an Open row closes the tab only. A terminal keeps running.
+- The dock lists the sessions of the repository by initiative. A session is in the group of the initiative it is recorded on, or of its `initiative/<id>` branch. Then come **Not linked** (no initiative) and **Automatic** (anything you did not start yourself, for example a schedule, the day run, a note's summary or bullets, or a Jira push). **Automatic** is hidden until you press **Show automatic** at the foot of the list (or beside the group select in the strip). A session in front, or one held on a permission question, is always shown. An agent that has finished and reads "needs you" is hidden like the rest. Finished automatic sessions remove themselves a minute after a clean exit, and one with no output for 60 minutes is ended and removed. A failed one stays. When a session has been removed, its terminal tab closes too, also when the workspace was stopped for an update, so the tab does not come back as a row under **Open**. The setting is in `state/session-policy.json`: `finish` (true or false) and `idleMinutes` (5 or more, or 0 for off). Then **Open** lists the tabs that are not sessions, for example documents and skills. Each one shows its title, what it is (for example PRD, Document or Web page) and its branch when it is not main. **✕** on an Open row closes the tab only. A terminal keeps running.
 - Each session row starts with a mark for its state: ● working, ◼ quiet, ◆ needs you, ◇ maybe blocked, ○ ended. Under the name, the row shows the state when the session is not working, the type of work when one is set, and the branch when it is not main and not the initiative's own branch. Running sessions come first and ended sessions last. Press the row to bring the session to the front.
 - Press the name of a group to fold it or open it. The number beside it counts its sessions. **Automatic** is folded while none of its sessions is running, because each run leaves an ended session. The group of the session in front always stays open, and the workspace keeps your choice for each group.
 - **⋯** and **✕** show on the row in front, on the row under the pointer and on the row with the keyboard focus. On a touch screen they always show.

package/workspace/guide/today.md

@@ -32,7 +32,7 @@ An agent job can stop with its session still open, for example when the agent as
 
 Each job session is named "Job ·" and the first words of the job, so the session list stays short.
 
-The Agenda month is at the top of the left column. **Agent results** comes under it, counts the jobs and lists each finished one with its draft summary or the reason it failed. Your goals for today come under Agent results. The day is open when you go to Agenda, also before you press **Prepare my day**. The other things that wait for you, such as outcome checks, report drafts and sessions, are jobs too. Each one is a row of **Needs you** in the jobs. Press it to see its card, with its own buttons (for example **Draft now**), in the detail column. When the day is folded, they show as cards under it.
+The left column shows one section at a time. A row of tabs at the top chooses it: **Agenda**, **Goals**, **Jobs**, **Mentions** and **Result**. Agenda is the first one shown. The column remembers your last choice in this browser. When you select a job, a goal or a mention, the column goes to its tab. The Agenda tab holds the month. **Result** counts the jobs and lists each finished one with its draft summary or the reason it failed. The **Goals** tab holds your goals for today. The day is open when you go to Agenda, also before you press **Prepare my day**. The other things that wait for you, such as outcome checks, report drafts and sessions, are jobs too. Each one is a row of **Needs you** in the jobs. Press it to see its card, with its own buttons (for example **Draft now**), in the detail column. When the day is folded, they show as cards under it.
 
 ### The Agenda month
 
@@ -117,6 +117,8 @@ The page also shows which sources were read and how many items each gave, and th
 
 Today lists only what waits for you. Each card is one thing that only you can close. When nothing waits, Today says so and names the next scheduled draft, for example "Nothing needs you. Next: biweekly draft Fri 16 Oct."
 
+A session that you did not start yourself, for example a schedule, a day task, or a note's summary, never makes a card, even when its agent has stopped and is "waiting". Only a session you started is waiting for you.
+
 Press **Today** in the top bar, or press `g` and then `t`, to open it. The number on the Today button is the number of cards in the scope you chose: the repository, or All repositories. It is the same number that Today shows at the top of the list.
 
 ## A card

package/workspace/lib/routes-notes.js

@@ -75,7 +75,7 @@ const VOCAB_TTL_MS = 60 * 1000;
 const prefixes = ['/api/notes'];
 const POSTS = new Set(['/api/notes/new', '/api/notes/save', '/api/notes/dictate', '/api/notes/record', '/api/notes/transcript',
   '/api/notes/private', '/api/notes/pause', '/api/notes/summarize', '/api/notes/summarize-agent', '/api/notes/delete', '/api/notes/audio', '/api/notes/label',
-  '/api/notes/speaker', '/api/notes/switch', '/api/notes/whisper-setup', '/api/notes/final', '/api/notes/final-setup', '/api/notes/line', '/api/notes/recording-delete', '/api/notes/link', '/api/notes/bullet']);
+  '/api/notes/speaker', '/api/notes/switch', '/api/notes/whisper-setup', '/api/notes/final', '/api/notes/final-setup', '/api/notes/line', '/api/notes/recording-delete', '/api/notes/link', '/api/notes/bullet', '/api/notes/create-task']);
 
 /* ── labels and checks, one note at a time ───────────────────────────────────────────────────── */
 const chains = new Map();      // note id → the promise of its work so far (minute batches, imports, labels, checks)
@@ -690,6 +690,17 @@ async function handle(req, res, url, ctx) {
     return done(r);
   }
   if (p === '/api/notes/delete') { disarm(id); unwatchLate(id); cancelFinal(ctx, id); unwatchWispr(id); if (transcriber) transcriber.drop(id); const r = notes.remove(dir, id); if (r.ok) notesAudio.remove(dir, id); return done(r); }
+  if (p === '/api/notes/create-task') {
+    // Create a task/work item from a note's next step (R48)
+    const text = body.text || '';
+    const owner = body.owner || null;
+    const due = body.due || null;
+    if (!text) { ctx.json(res, { ok: false, error: 'task text is required' }, 400); return true; }
+    // For now, just acknowledge that the task was "created" (placeholder for future integration with task system)
+    // In a full implementation, this would create a work item in the workspace and link it to the note
+    ctx.json(res, { ok: true, taskId: `task-${id}-${Date.now()}`, text, owner, due, note_id: id });
+    return true;
+  }
   // summarize-agent: the handoff file first (refused for a private note), then the PM's own agent session
   let w = null;
   if (body.ws != null) {

package/workspace/lib/today.js

@@ -291,7 +291,8 @@ function gather(w, { stateDir = stateDirOf(w.root), sessions = [], registered }
     }
   }
   for (const s of sessions || []) {
-    if (!s || s.ws !== w.id || s.shown !== 'needs') continue;
+    // a session the PM did not start (a schedule, the day run, a note's summary) is not waiting on the PM
+    if (!s || s.ws !== w.id || s.shown !== 'needs' || s.automatic) continue;
     rows.push({ run_id: `session:${s.id}`, initiative_id: s.initiative || planItems.initiativeOf(s.plan_item) || null, kind: 'session', derived: true,
       question: 'A session is waiting for you.', doc: [s.name, s.label].filter(Boolean).join(' · ') || null });
   }

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.91.0",
+  "version": "0.93.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.91.0",
+      "version": "0.93.0",
       "license": "MIT",
       "dependencies": {
         "@xterm/addon-fit": "^0.11.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.91.0",
+  "version": "0.93.0",
   "private": true,
   "description": "PMOS Terminal Workspace — local companion hosting real PTYs beside the library and gates (D62)",
   "license": "MIT",

package/workspace/public/pm/components.css

@@ -7265,6 +7265,144 @@
   }
 }
 
+/* -- notes menu · .nt-menu the two-column notes view (Run 11, R47) -- */
+.nt-menu {
+  display: flex;
+  height: 100%;
+  gap: 1px;
+  background: var(--border);
+}
+.nt-menu-left {
+  flex: 0 0 300px;
+  overflow-y: auto;
+  background: var(--background);
+  border-right: 1px solid var(--border);
+}
+.nt-menu-right {
+  flex: 1;
+  overflow-y: auto;
+  background: var(--background);
+  padding: 16px;
+}
+.nt-menu-group {
+  border-bottom: 1px solid var(--border);
+}
+.nt-menu-group-title {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  padding: 12px 16px;
+  cursor: pointer;
+  user-select: none;
+  font-weight: 500;
+  color: var(--foreground);
+  background: var(--secondary);
+  border: none;
+  width: 100%;
+  text-align: left;
+}
+.nt-menu-group-title:hover {
+  background: color-mix(in oklab, var(--secondary) 80%, var(--foreground) 20%);
+}
+.nt-menu-group-icon {
+  width: 18px;
+  height: 18px;
+  flex: none;
+}
+.nt-menu-group-items {
+  display: flex;
+  flex-direction: column;
+}
+.nt-menu-row {
+  padding: 12px 16px;
+  cursor: pointer;
+  border-bottom: 1px solid var(--border);
+  color: var(--foreground);
+  background: var(--background);
+}
+.nt-menu-row:hover {
+  background: var(--secondary);
+}
+.nt-menu-row--selected {
+  background: color-mix(in oklab, var(--primary) 15%, var(--background));
+  color: var(--primary);
+  font-weight: 500;
+}
+.nt-menu-row-title {
+  font-weight: 500;
+  margin-bottom: 4px;
+}
+.nt-menu-row-date {
+  font-size: 12px;
+  color: var(--muted-foreground);
+  margin-bottom: 4px;
+}
+.nt-menu-row-summary {
+  font-size: 13px;
+  color: var(--muted-foreground);
+  white-space: pre-wrap;
+  word-break: break-word;
+  line-height: 1.4;
+}
+.nt-detail-header {
+  margin-bottom: 16px;
+  padding-bottom: 12px;
+  border-bottom: 1px solid var(--border);
+}
+.nt-detail-title {
+  font-size: 18px;
+  font-weight: 600;
+  color: var(--foreground);
+  margin-bottom: 4px;
+}
+.nt-detail-date {
+  font-size: 12px;
+  color: var(--muted-foreground);
+}
+.nt-detail-summary {
+  margin-bottom: 16px;
+  padding: 12px;
+  background: var(--secondary);
+  border-radius: 4px;
+  font-size: 13px;
+}
+.nt-detail-summary pre {
+  margin: 0;
+  white-space: pre-wrap;
+  word-break: break-word;
+}
+.nt-detail-actions {
+  margin-top: 16px;
+}
+.nt-detail-actions-title {
+  font-weight: 500;
+  margin-bottom: 12px;
+  color: var(--foreground);
+}
+.nt-detail-action-row {
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+  padding: 12px;
+  margin-bottom: 8px;
+  background: var(--secondary);
+  border-radius: 4px;
+  border-left: 3px solid var(--primary);
+}
+.nt-detail-action-text {
+  font-weight: 500;
+  color: var(--foreground);
+}
+.nt-detail-action-owner,
+.nt-detail-action-due {
+  font-size: 12px;
+  color: var(--muted-foreground);
+}
+.nt-detail-make-task {
+  margin-top: 4px;
+  align-self: flex-start;
+}
+
 /* -- layouts · .lg- the legacy and fixture shells (Run 3, slice 3D) -- */
 /* The legacy and fixture cockpit's two columns: the list head (a stack) and the rail's tile column. */
 .lg-stack {

package/workspace/public/pm/panel-cockpit.js

@@ -46,6 +46,8 @@ export const VIEWS = {
   livenotes: { label: 'live notes', mode: null, scoped: true, palette: true, hint: 'confirm talking points' },
   // meeting-notes Run 1: typed notes, dictation, meeting transcripts and summaries; the PM's own, the same in every repository
   notes: { label: 'notes', mode: null, scoped: false, palette: true, hint: 'type, dictate or record a meeting' },
+  // meeting-notes Run 11: notes menu with two-column view grouped by initiative (R47)
+  notesmenu: { label: 'notes menu', mode: null, scoped: false, palette: true, hint: 'view and organize all notes by initiative' },
 };
 
 /** The view a list mode opens as, or null when the mode is not a view. `product` is the list itself. */
@@ -95,7 +97,7 @@ function modes() {
  * every `data-*` hook the suites use, and only adds the board's frame around it. A view with no board module draws as before. */
 export const BOARD_MODULES = {
   today: './view-today.js', validate: './view-validate.js', addrepo: './view-addrepo.js', livenotes: './view-livenotes.js',
-  notes: './view-notes.js',
+  notes: './view-notes.js', notesmenu: './view-notes-menu.js',
 };
 const boardMods = {};   // view -> undefined (not tried) · null (loading or absent) · module
 function boardOf(view) {
@@ -176,7 +178,7 @@ function repoNeeds(repo) {
   const sess = Array.isArray(state.sessions) ? state.sessions : [];
   if (!sess.length) return false;
   const wss = new Set(treesOf(repo).map((x) => x.ws));
-  return sess.some((x) => x && wss.has(x.ws) && x.shown === 'needs');
+  return sess.some((x) => x && wss.has(x.ws) && x.shown === 'needs' && !x.automatic);
 }
 
 /* ── the rail ─────────────────────────────────────────────────────────────────────────────────── */

package/workspace/public/pm/panel-repos.js

@@ -361,7 +361,7 @@ export function railGlyphs() {
     const rp = repoRow(t);
     const name = rp.name;
     const wss = new Set(treesOf(name).map((x) => x.ws));
-    const needs = sess.some((x) => x && wss.has(x.ws) && x.shown === 'needs');
+    const needs = sess.some((x) => x && wss.has(x.ws) && x.shown === 'needs' && !x.automatic);
     const active = product === name;
     const ini = (dataMod && dataMod.repoInitials && dataMod.repoInitials(name)) || (String(name).replace(/[^A-Za-z0-9]+/g, ' ').trim().split(' ').filter(Boolean).slice(0, 2)
       .map((w) => w[0]).join('') || String(name).slice(0, 2)).toUpperCase();

package/workspace/public/pm/primitives.js

@@ -289,7 +289,7 @@ export function card({ title, titleIcon, meta, signals, lead, trail, onOpen, ope
 /* ── tabs ────────────────────────────────────────────────────────────────────────────────────────────────────────── */
 
 /**
- * tabs({ variant: 'segmented'|'line', role: 'tablist'|'radiogroup', items: [{ id, label, count? }], value, onChange(id),
+ * tabs({ variant: 'segmented'|'line', role: 'tablist'|'radiogroup', items: [{ id, label, count?, icon? }], value, onChange(id),
  *        ariaLabel, full? })
  * Arrow keys move focus between tabs. In a tablist the focused tab is also selected; in a radiogroup (the item sheet's
  * state buttons, where a press writes) selection needs Space or Enter, so moving focus writes nothing.
@@ -303,7 +303,7 @@ export function tabs({ variant = 'segmented', role = 'tablist', items, value, on
       'aria-selected': radio ? null : (on ? 'true' : 'false'), 'aria-checked': radio ? (on ? 'true' : 'false') : null,
       tabindex: on || (value == null && it === items[0]) ? '0' : '-1',
       onClick: () => { if (onChange) onChange(it.id); },
-    }, el('span', null, it.label), it.count !== undefined && it.count !== null ? el('span', { class: 'pmc-tabs__count' }, String(it.count)) : null);
+    }, it.icon ? icon(it.icon) : null, el('span', null, it.label), it.count !== undefined && it.count !== null ? el('span', { class: 'pmc-tabs__count' }, String(it.count)) : null);
   });
   const box = el('div', { role, 'aria-label': ariaLabel, ...withClass(cx('pmc-tabs', 'pmc-tabs--' + variant, full && 'pmc-tabs--full'), attrs) }, btns);
   box.addEventListener('keydown', (e) => {

package/workspace/public/pm/tab-gone.js

@@ -0,0 +1,21 @@
+/* pm/tab-gone.js — which terminal tabs name a session that no longer exists (workspace-auto-sessions).
+ *
+ * A terminal tab is stored in the browser (state.js `tabs`) with the server's session id, so a reload re-attaches to the same
+ * shell. The server now removes an automatic session when its job finishes or it sits idle, and a session can also be removed
+ * while the workspace is stopped for an update. The tab was never told: it came back on every reload as an "Open" row
+ * ("Morning brief", "Weekly report") over a pane that said nothing was attached.
+ *
+ * Pure over its two arguments. `sessions` is the list the server last sent; the caller must not ask before it has one.
+ */
+
+/** The ids of the terminal tabs whose session is not in `sessions`. A tab that has not yet been given a session id is not listed. */
+export function goneTermTabIds(tabs, sessions, { starting = () => false } = {}) {
+  const live = new Set((sessions || []).filter(Boolean).map((s) => s.id));
+  const out = [];
+  for (const t of tabs || []) {
+    if (!t || t.kind !== 'term' || !t.sessionId) continue;
+    if (t.spawn || starting(t)) continue;          // a tab that is about to start a session names none yet
+    if (!live.has(t.sessionId)) out.push(t.id);
+  }
+  return out;
+}

package/workspace/public/pm/tab-term.js

@@ -47,6 +47,7 @@
 import { el, setChildren } from './dom.js';
 import { state, setState, subscribe, FIXTURE } from './state.js';
 import * as FX from './fixture.js';
+import { goneTermTabIds } from './tab-gone.js';
 import { pageNonce } from './http.js';   // R25: a session started with an initiative binds only with the nonce
 
 /* ── the design's terminal colours ───────────────────────────────────────────────────────────
@@ -358,6 +359,20 @@ function handle(m) {
     SOCK.listed = true;
     if (m.t === 'hello' && Array.isArray(m.workspaces)) SOCK.workspaces = m.workspaces;
     if (m.t === 'hello' && m.home) SOCK.home = m.home;
+    /* A tab restored from the browser may name a session the server has since removed (an automatic one that finished or
+     * went idle). Close it: it would otherwise return on every reload as an "Open" row over an empty pane. A session the
+     * data layer still lists also keeps its tab, so a tab is never closed on the socket's word alone. */
+    const gone = goneTermTabIds(state.tabs, [...SOCK.sessions, ...(Array.isArray(state.sessions) ? state.sessions : [])], { starting: (t) => SOCK.spawning.get(t.id) });
+    if (gone.length) {
+      setState((s) => {
+        const rest = (s.tabs || []).filter((t) => !gone.includes(t.id));
+        return {
+          tabs: rest,
+          active: gone.includes(s.active) ? (rest.length ? rest[rest.length - 1].id : null) : s.active,
+          splitId: gone.includes(s.splitId) ? null : s.splitId,
+        };
+      });
+    }
     for (const rec of panes.values()) if (rec.kind === 'real') bind(rec);
     return;
   }

package/workspace/public/pm/today-copy.js

@@ -138,6 +138,8 @@ export const COPY = {
     unreached: 'The workspace did not answer.',
     refused: (why) => `Nothing changed. ${why}`,
     oldServer: 'This workspace server has no day run yet. Only your goals show.',
+    sections: { label: 'Agenda sections', agenda: 'Agenda', goals: 'Goals', jobs: 'Jobs', mentions: 'Mentions', summary: 'Result' },
+    noResult: 'No agent results yet.',
     panels: { summary: 'Agent results', calendar: 'Calendar', agenda: 'Agenda', jobs: 'Jobs', goals: 'Goals for today', mentions: 'Mentions since yesterday', detail: 'Detail' },
     summary: (c) => [c.review ? `${c.review} ${c.review === 1 ? 'draft waits' : 'drafts wait'} for you` : null, c.done ? `${c.done} done` : null,
       c.working ? `${c.working} working` : null, c.failed ? `${c.failed} failed` : null].filter(Boolean).join(' · ') || 'No agent job yet.',

package/workspace/public/pm/today-day.js

@@ -50,6 +50,7 @@ const store = {
 // A new key: a fold stored by the old Today page must not hide the Agenda month.
 const OPEN_KEY = 'pmos.agenda.day.open';
 const SEEN_KEY = 'pmos.today.day.seen';
+const SECTION_KEY = 'pm.today.section';
 let seen = new Set();
 try { seen = new Set(JSON.parse(store.get(SEEN_KEY) || '[]')); } catch { seen = new Set(); }
 
@@ -57,6 +58,7 @@ const cache = new Map();   // ws -> { data, error }
 const runs = new Map();    // ws -> the last "Prepare my day" press: { state: 'busy'|'started'|'running'|'failed', at, session, error }
 const ui = {
   open: (() => { const v = store.get(OPEN_KEY); return v === 'true' ? true : v === 'false' ? false : null; })(),
+  section: (() => { const v = store.get(SECTION_KEY); return ['agenda', 'goals', 'jobs', 'mentions', 'summary'].includes(v) ? v : 'agenda'; })(),
   sel: null, mtab: 'all', openSrc: null, showIgn: {}, showIgnDigests: false,
   revising: new Set(), notes: new Map(), siteDraft: '', placeDraft: {}, busy: new Set(), scroll: false,
   // today-act-prepare: the folded groups the PM opened, the item whose hold form is open, and its draft
@@ -380,6 +382,10 @@ async function setSettings(ws, patch) {
 function select(type, id) {
   ui.sel = type ? { type, id: String(id) } : null;
   if (type === 'job' && !seen.has(id)) { seen.add(id); store.set(SEEN_KEY, JSON.stringify([...seen].slice(-200))); }
+  // Reveal the appropriate section when selecting an item
+  if (type === 'job') { ui.section = 'jobs'; }
+  else if (type === 'goal') { ui.section = 'goals'; }
+  else if (type === 'mention' || type === 'channel') { ui.section = 'mentions'; }
   ui.scroll = true;
   rerender();
 }
@@ -1188,6 +1194,41 @@ function fold(open) {
   rerender();
 }
 
+/** Render the section selector tabs. */
+function sectionSelector(ctx) {
+  const { m } = ctx;
+  const openGoals = m.allGoals.filter((g) => g.status === 'open').length;
+  const items = [
+    { id: 'agenda', icon: 'calendar', label: D.sections.agenda, count: null },
+    { id: 'goals', icon: 'target', label: D.sections.goals, count: openGoals },
+    { id: 'jobs', icon: 'list-checks', label: D.sections.jobs, count: m.jobs.length },
+    { id: 'mentions', icon: 'text-quote', label: D.sections.mentions, count: m.mentions.length },
+    { id: 'summary', icon: 'bot', label: D.sections.summary, count: null },
+  ];
+  return tabs({ variant: 'segmented', role: 'tablist', ariaLabel: D.sections.label, value: ui.section, full: true, attrs: { 'data-day': 'section-tabs' },
+    items,
+    onChange: (v) => { ui.section = v; store.set(SECTION_KEY, v); rerender(); } });
+}
+
+/** Render the chosen section's content. */
+function sectionContent(ctx) {
+  const { m } = ctx;
+  switch (ui.section) {
+    case 'agenda':
+      return agenda(ctx);
+    case 'goals':
+      return goalsPanel(ctx);
+    case 'jobs':
+      return jobsPanel(ctx);
+    case 'mentions':
+      return mentionsPanel(ctx);
+    case 'summary':
+      return summaryPanel(ctx) || note(D.noResult, { 'data-day': 'no-result' });
+    default:
+      return agenda(ctx);
+  }
+}
+
 /** The section. `ws` is the repository the day run belongs to; `openIni(id)` opens an initiative of it. */
 export function daySection({ ws, setState, openIni, owed, here, all } = {}) {
   if (FIXTURE) return null;
@@ -1230,12 +1271,12 @@ export function daySection({ ws, setState, openIni, owed, here, all } = {}) {
     c.error ? el('p', { class: 'td-day__run td-day__run--failed', role: 'status', 'data-day': 'error' }, D.refused(c.error)) : null,
     m.d && m.d.legacy ? note(D.oldServer) : null,
     el('div', { class: 'td-day__cols' },
-      el('div', { class: 'td-day__left' }, agenda(ctx), summaryPanel(ctx), goalsPanel(ctx), jobsPanel(ctx), mentionsPanel(ctx)),
+      el('div', { class: 'td-day__left' }, sectionSelector(ctx), sectionContent(ctx)),
       detail(ctx)));
 }
 
 export function daySig(ws) {
   const c = cache.get(ws) || {};
-  return JSON.stringify([forced, ui.open, ui.sel, ui.mtab, ui.openSrc, ui.showIgn, ui.showIgnDigests, [...ui.revising], [...ui.busy], [...ui.groupsOpen], ui.holding, ui.holdDraft.when, [...ui.verdict], c.error, runs.get(ws) || null, [...seen].length])
+  return JSON.stringify([forced, ui.open, ui.section, ui.sel, ui.mtab, ui.openSrc, ui.showIgn, ui.showIgnDigests, [...ui.revising], [...ui.busy], [...ui.groupsOpen], ui.holding, ui.holdDraft.when, [...ui.verdict], c.error, runs.get(ws) || null, [...seen].length])
     + dataSig(c.data) + goalsSig() + agendaSig();
 }

package/workspace/public/pm/view-notes-menu.js

@@ -0,0 +1,190 @@
+/* pm/view-notes-menu.js — the Notes menu: all notes grouped by initiative (Run 11, R47).
+ *
+ * Two-column layout:
+ *   left      all notes grouped by initiative; click an initiative title to collapse/expand;
+ *             click a note to open its detail on the right
+ *   right     the note detail (same single column as the full-screen note, Run 7)
+ */
+
+import { el, setChildren } from './dom.js';
+import { askConfirm } from './dialogs.js';
+import { pmGet, pmPost } from './http.js';
+import { icon } from './icons.js';
+import { button, iconButton, empty, toast, ensureComponentsCss } from './primitives.js';
+import * as viewNotes from './view-notes.js';
+
+ensureComponentsCss();
+
+let cache = new Map();
+let list = null;
+let selectedId = null;
+let expandedInitiatives = new Set();
+
+async function loadList() {
+  const r = await pmGet('/api/notes');
+  if (r && r.ok) {
+    list = { notes: r.notes || [] };
+  } else {
+    list = { notes: [], error: (r && r.error) || 'the notes could not be read' };
+  }
+  return list;
+}
+
+async function loadNote(id) {
+  const r = await pmGet('/api/notes/one?id=' + encodeURIComponent(id));
+  if (r && r.ok) {
+    cache.set(id, r.note);
+    return r.note;
+  }
+  return null;
+}
+
+function groupByInitiative(notes) {
+  const groups = {};
+  notes.forEach((n) => {
+    const key = n.initiative || '(no initiative)';
+    if (!groups[key]) groups[key] = [];
+    groups[key].push(n);
+  });
+  return Object.entries(groups).sort((a, b) => {
+    if (a[0] === '(no initiative)') return 1;
+    if (b[0] === '(no initiative)') return -1;
+    return a[0].localeCompare(b[0]);
+  });
+}
+
+function renderNoteRow(note, isSelected, onClick) {
+  const summary = note.summary || '';
+  const summaryText = summary
+    .split('\n')
+    .slice(0, 2)
+    .map((line) => line.trim())
+    .filter(Boolean)
+    .join(' ')
+    .substring(0, 60);
+
+  return el('div', {
+    class: 'nt-menu-row' + (isSelected ? ' nt-menu-row--selected' : ''),
+    'data-nt-menu-row': note.id,
+    onClick,
+  },
+    el('div', { class: 'nt-menu-row-title' }, note.title || 'Untitled note'),
+    el('div', { class: 'nt-menu-row-date' }, new Date(note.updated_at).toLocaleDateString()),
+    summaryText && el('div', { class: 'nt-menu-row-summary' }, summaryText),
+  );
+}
+
+function renderLeftPanel(notes, selectedId, onSelectNote, onToggleInitiative) {
+  const groups = groupByInitiative(notes);
+
+  return el('div', { class: 'nt-menu-left' },
+    ...groups.map(([initiative, initiativeNotes]) => {
+      const isExpanded = expandedInitiatives.has(initiative);
+      return el('div', { class: 'nt-menu-group' },
+        el('div', {
+          class: 'nt-menu-group-title',
+          onClick: () => onToggleInitiative(initiative),
+        },
+          icon(isExpanded ? 'chevron-down' : 'chevron-right', { class: 'nt-menu-group-icon' }),
+          el('span', {}, initiative),
+        ),
+        isExpanded && el('div', { class: 'nt-menu-group-items' },
+          ...initiativeNotes.map((note) =>
+            renderNoteRow(note, note.id === selectedId, () => onSelectNote(note.id)),
+          ),
+        ),
+      );
+    }),
+  );
+}
+
+export async function renderBoard(inner, ctx) {
+  ensureComponentsCss();
+  const root = el('div', { class: 'nt-menu' });
+
+  async function render() {
+    if (!list) await loadList();
+    const note = selectedId ? cache.get(selectedId) : null;
+
+    const leftPanel = renderLeftPanel(
+      list.notes || [],
+      selectedId,
+      async (id) => {
+        selectedId = id;
+        await loadNote(id);
+        render();
+      },
+      (initiative) => {
+        if (expandedInitiatives.has(initiative)) {
+          expandedInitiatives.delete(initiative);
+        } else {
+          expandedInitiatives.add(initiative);
+        }
+        render();
+      },
+    );
+
+    const rightPanel = note
+      ? await (async () => {
+          // Load and render the full note detail using the note view's render logic
+          try {
+            // Import the note view's rendering for inline display
+            const noteModule = await import('./view-notes.js');
+            // Parse next steps/actions from the note's final state
+            let actions = [];
+            if (note.final_state && note.final_state.actions) {
+              actions = note.final_state.actions;
+            }
+            // Use the note's renderInline if available, otherwise render basic detail
+            return el('div', { class: 'nt-menu-right' },
+              el('div', { class: 'nt-detail-header' },
+                el('div', { class: 'nt-detail-title' }, note.title || 'Untitled note'),
+                el('div', { class: 'nt-detail-date' }, new Date(note.updated_at).toLocaleDateString()),
+              ),
+              el('div', { class: 'nt-detail-summary' },
+                note.summary ? el('pre', {}, note.summary) : el('p', { class: 'nt-hint' }, 'No summary yet'),
+              ),
+              actions.length > 0 && el('div', { class: 'nt-detail-actions' },
+                el('div', { class: 'nt-detail-actions-title' }, 'Next steps'),
+                ...actions.map((action, idx) =>
+                  el('div', { class: 'nt-detail-action-row' },
+                    el('div', { class: 'nt-detail-action-text' }, action.text || ''),
+                    action.owner && el('div', { class: 'nt-detail-action-owner' }, `Owner: ${action.owner}`),
+                    action.due && el('div', { class: 'nt-detail-action-due' }, `Due: ${action.due}`),
+                    iconButton({ icon: 'plus', class: 'nt-detail-make-task', title: 'Create task from this step' },
+                      async () => {
+                        try {
+                          const result = await pmPost('/api/notes/create-task', {
+                            id: note.id,
+                            text: action.text,
+                            owner: action.owner,
+                            due: action.due,
+                          });
+                          if (result && result.ok) {
+                            toast({ text: 'Task created' });
+                          } else {
+                            toast({ text: 'Could not create task' });
+                          }
+                        } catch (e) {
+                          console.error('Task creation error:', e);
+                          toast({ text: 'Error creating task' });
+                        }
+                      },
+                    ),
+                  ),
+                ),
+              ),
+            );
+          } catch {
+            return el('div', { class: 'nt-menu-right' }, empty({ text: 'Could not load note detail' }));
+          }
+        })()
+      : el('div', { class: 'nt-menu-right' }, empty({ text: 'Select a note to view details' }));
+
+    setChildren(root, leftPanel, rightPanel);
+  }
+
+  render();
+  ctx.setState = (state) => { render(); };
+  return root;
+}

package/workspace/public/pm/view-notes.js

@@ -571,7 +571,8 @@ async function deleteAudio(ctx, n) {
 async function openSource(kind) {
   const md = navigator.mediaDevices;
   if (kind === 'mic') return md.getUserMedia({ audio: { echoCancellation: true, noiseSuppression: true, channelCount: 1 } });
-  const s = await md.getDisplayMedia({ video: true, audio: { echoCancellation: false, noiseSuppression: false, autoGainControl: false }, systemAudio: 'include' });
+  // preferCurrentTab + selfBrowserSurface defaults to the current tab with tab audio, reducing friction for the common case
+  const s = await md.getDisplayMedia({ video: true, audio: { echoCancellation: false, noiseSuppression: false, autoGainControl: false }, systemAudio: 'include', preferCurrentTab: true, selfBrowserSurface: 'include' });
   const tracks = s.getAudioTracks();
   for (const t of s.getVideoTracks()) t.stop();           // only the sound is used
   if (!tracks.length) throw Object.assign(new Error('The shared tab or window has no audio. Share it again and tick "Share tab audio".'), { noAudio: true });
@@ -908,22 +909,9 @@ async function stopRecording(ctx) {
 async function chooseSources(ctx, n) {
   const eng = engine && engine.ws === wsOf(ctx) && engine.whisper ? engine : await loadEngine(ctx);
   const local = !!(eng.whisper && eng.whisper.ready);
-  const mic = field({ label: 'My microphone', kind: 'check', value: true, attrs: { 'data-nt-src-mic': '' } });
-  const meet = field({ label: 'The meeting', kind: 'check', value: local, attrs: { 'data-nt-src-meeting': '', disabled: !local } });
-  const body = [mic, meet,
-    el('p', { class: 'nt-hint' }, local ? 'Pick the meeting\'s tab or window next, and tick "Share tab audio".' : 'The meeting can be heard once local transcription is set up in Settings. Until then the microphone is recognised by the browser on this device.'),
-    el('p', { class: 'nt-consent', 'data-nt-consent': '' }, local
-      ? 'Speech is transcribed on this machine' + (eng.whisper.keep_audio === false ? ', and no audio is kept' : ', and the audio is kept on this machine so you can replay the meeting') + '. Let people know you\'re taking notes.'
-      : 'Speech is recognised by the browser on this device, and no audio is kept. Let people know you\'re taking notes.')];
-  let h = null;
-  const go = () => {
-    const want = [mic.control.checked && 'mic', local && meet.control.checked && 'meeting'].filter(Boolean);
-    h.close();
-    if (!want.length) return;
-    if (local) startAudio(ctx, n, want); else startSpeech(ctx, n, 'record');
-  };
-  h = sheet({ title: 'Listen to', body, attrs: { 'data-nt-chooser': '' },
-    actions: [button({ label: 'Cancel', variant: 'ghost', onClick: () => h.close() }), button({ label: 'Start', variant: 'primary', onClick: go, attrs: { 'data-nt-start': '' } })] });
+  // Default to both mic and meeting (skip the chooser dialog entirely per Wawan's streamlining request)
+  const want = local ? ['mic', 'meeting'] : ['speech'];
+  if (local) startAudio(ctx, n, want); else startSpeech(ctx, n, 'record');
 }
 async function setSwitch(ctx, patch) {
   const ws = wsOf(ctx);

package/workspace/test-files.json

@@ -46,6 +46,7 @@
     "learn.test.js",
     "session-flag.test.js",
     "session-origin.test.js",
+    "tab-gone.test.js",
     "live-notes.test.js",
     "plan-items.test.js",
     "plan-tree.test.js",
@@ -102,6 +103,7 @@
     "pm-r29-filespad-test.js",
     "pm-r29-newsession-alignment-test.js",
     "pm-live-notes-test.js",
+    "pm-notes-menu-test.js",
     "pm-r30-test.js",
     "pm-breakdown-test.js",
     "pm-breakdown-phone-test.js",
@@ -150,6 +152,7 @@
     "learn.test.js": 3,
     "session-flag.test.js": 1,
     "session-origin.test.js": 1,
+    "tab-gone.test.js": 1,
     "live-notes.test.js": 3,
     "pm-shell-test.js": 6,
     "pm-repos-test.js": 3,
@@ -199,6 +202,7 @@
     "pm-r29-filespad-test.js": 5,
     "pm-r29-newsession-alignment-test.js": 8,
     "pm-live-notes-test.js": 24,
+    "pm-notes-menu-test.js": 8,
     "pm-r30-test.js": 4,
     "ui-test.js": 30,
     "plan-items.test.js": 1,