create-pmos 0.92.0 → 0.94.0

package/workspace/public/pm/mobile.js

@@ -244,7 +244,7 @@ function go(screen) {
 }
 
 const frameOn = () => !!(ctx && ctx.frame);
-const tabScreen = (tab, id) => ({ kind: (tab && (tab.kind === 'doc' || tab.kind === 'breakdown' || tab.kind === 'dest')) ? 'doc' : 'terminal', id, title: (tab && (tab.title || tab.name)) || String(id) });
+const tabScreen = (tab, id) => ({ kind: (tab && (tab.kind === 'doc' || tab.kind === 'breakdown' || tab.kind === 'dest' || tab.kind === 'report')) ? 'doc' : 'terminal', id, title: (tab && (tab.title || tab.name)) || String(id) });
 
 /* The frame on a phone: the PM's own moves through the panels, the palette or Settings, read back as screens. A place
  * opened from elsewhere (⌘K, Settings › Show its initiatives) is a tab switch; Settings is pushed on top; an open

package/workspace/public/pm/note-dock.js

@@ -42,6 +42,7 @@ const liveId = () => (V ? V.listeningId() : null);
 const titleOf = () => { if (!active) return ''; const r = noteById(active.id); return (V && V.titleOf(active.id)) || (r && r.title) || active.title || 'Untitled note'; };
 
 export const activeId = () => (active ? active.id : null);
+export const isRecording = () => !!(active && V && liveId() === active.id);
 
 export function mountDock() {
   if (host || FIXTURE || typeof document === 'undefined') return;

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, 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) {

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

@@ -63,6 +63,11 @@ import('./panel-breakdown.js')
   .then((m) => { breakdownMod = m; if ((state.tabs || []).some((t) => t.kind === 'breakdown')) setState({}); })
   .catch(() => { breakdownMod = null; });
 
+let reportTabMod = null;
+import('./report-tab.js')
+  .then((m) => { reportTabMod = m; if ((state.tabs || []).some((t) => t.kind === 'report')) setState({}); })
+  .catch(() => { reportTabMod = null; });
+
 /** `{{ expr }}` — one interpolated value in its own span, the way the prototype's runtime emits it. */
 /* A dock control's face: a lucide icon from the vendored sprite, then its word (C6: no Unicode glyph controls). */
 const iconLabel = (name, text) => (text ? [icon(name), el('span', null, text)] : [icon(name)]);
@@ -1043,6 +1048,8 @@ function paneFor(tab) {
     if (cockpitMod && typeof cockpitMod.mountView === 'function') cockpitMod.mountView(host, tab);
   } else if (tab.kind === 'web') {
     mountWeb(host, tab);              // overhaul-r5 — never falls through to an empty doc tab
+  } else if (tab.kind === 'report') {
+    if (reportTabMod && typeof reportTabMod.mountReportTab === 'function') reportTabMod.mountReportTab(host, tab);
   } else if (tab.kind === 'breakdown') {
     // pm-os-absorb Run 1 — an initiative's items (Tree, Board, item sheet); an empty pane until the module lands
     if (breakdownMod && typeof breakdownMod.mountBreakdown === 'function') breakdownMod.mountBreakdown(host, tab);
@@ -1205,7 +1212,7 @@ function cockpitTabNode(t, act, splitTab, vertical) {
   const dotColor = FX.TAB_COLORS.dot[t.kind] || FX.TAB_COLORS.dot.doc;
   const meta = t.kind === 'term'
     ? ((!FIXTURE && t.sessionId) ? 'session ' + t.sessionId : 'session')
-    : (t.kind === 'view' ? 'view' : t.kind === 'web' ? 'web' : t.kind === 'skill' ? 'skill' : t.kind === 'transcript' ? 'conversation' : t.role);
+    : (t.kind === 'view' ? 'view' : t.kind === 'web' ? 'web' : t.kind === 'skill' ? 'skill' : t.kind === 'transcript' ? 'conversation' : t.kind === 'report' ? 'report' : t.role);
   const br = tabBranch(t);
   return el('div', {
     'data-tab': t.id, 'data-tab-active': front ? '1' : '0',
@@ -1242,7 +1249,7 @@ function cockpitTabRow(t, front) {
   const dotColor = FX.TAB_COLORS.dot[t.kind] || FX.TAB_COLORS.dot.doc;
   const meta = t.kind === 'term'
     ? ((!FIXTURE && t.sessionId) ? 'session ' + t.sessionId : 'session')
-    : (t.kind === 'view' ? 'view' : t.kind === 'web' ? 'web' : t.kind === 'skill' ? 'skill' : t.kind === 'transcript' ? 'conversation' : t.role);
+    : (t.kind === 'view' ? 'view' : t.kind === 'web' ? 'web' : t.kind === 'skill' ? 'skill' : t.kind === 'transcript' ? 'conversation' : t.kind === 'report' ? 'report' : t.role);
   const br = tabBranch(t);
   return el('div', {
     'data-tab': t.id, 'data-tab-active': front ? '1' : '0', 'data-tab-row': '',
@@ -1319,7 +1326,7 @@ function tabNode(t, act, splitTab) {
    * fixture render keeps the design's literal — the comparator reads this text node. */
   const meta = t.kind === 'term'
     ? ((!FIXTURE && t.sessionId) ? 'session ' + t.sessionId : 'session')
-    : (t.kind === 'view' ? 'view' : t.kind === 'web' ? 'web' : t.kind === 'skill' ? 'skill' : t.kind === 'transcript' ? 'conversation' : t.role);
+    : (t.kind === 'view' ? 'view' : t.kind === 'web' ? 'web' : t.kind === 'skill' ? 'skill' : t.kind === 'transcript' ? 'conversation' : t.kind === 'report' ? 'report' : t.role);
 
   return el('div', {
     style: 'flex:none;display:flex;align-items:center;gap:8px;padding:0 10px;background:' + bg

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/report-tab.js

@@ -0,0 +1,33 @@
+/* pm/report-tab.js — a full report, opened as a tab in the dock (reports-redesign follow-up).
+ *
+ * The dock tab reads the same draft the Reports viewer reads, and draws it whole: the report as a document,
+ * not its slide cards. Print and Copy are the viewer's own actions. The tab writes nothing; a report is read here
+ * and changed only from the Reports page, where the lock applies.
+ *
+ *   mountReportTab(host, tab)   tab: { id, ws, cadence, slot, title }
+ */
+import { el } from './dom.js';
+import { button, ensureComponentsCss } from './primitives.js';
+import { pmGet } from './http.js';
+import { COPY } from './reports-copy.js';
+import { renderReport, printReport, copyMarkdown } from './report-view.js';
+
+export function mountReportTab(host, tab) {
+  const root = host.firstElementChild;
+  if (root && root.getAttribute('data-report-tab') === tab.id) return;
+  ensureComponentsCss();
+  const page = el('div', { class: 'rp-page rp-tab', 'data-report-tab': tab.id, style: 'flex:1;min-height:0;overflow:auto;padding:12px 16px' });
+  host.replaceChildren(page);
+  page.appendChild(el('p', { class: 'rp-section__empty' }, COPY.loading));
+  const q = '/api/report/draft?ws=' + encodeURIComponent(tab.ws) + '&cadence=' + encodeURIComponent(tab.cadence) + '&slot=' + encodeURIComponent(tab.slot);
+  pmGet(q).then((out) => {
+    if (!page.isConnected) return;
+    if (!out || !out.ok || !out.exists) { page.replaceChildren(el('p', { class: 'rp-section__empty rp-section__empty--bad', role: 'alert' }, COPY.readError)); return; }
+    const acts = el('div', { class: 'rp-toolbar__acts' },
+      button({ label: COPY.print, variant: 'outline', size: 'sm', onClick: () => printReport(out.markdown) }),
+      button({ label: COPY.copyMd, variant: 'outline', size: 'sm', onClick: () => copyMarkdown(out.markdown) }));
+    page.replaceChildren(el('div', { class: 'rp-toolbar' }, el('h3', { class: 'rp-section__title rp-toolbar__title' }, tab.title || ''), acts), renderReport(out.markdown));
+  }).catch(() => {
+    if (page.isConnected) page.replaceChildren(el('p', { class: 'rp-section__empty rp-section__empty--bad', role: 'alert' }, COPY.readError));
+  });
+}

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

@@ -48,6 +48,8 @@ export const COPY = {
   reportName: (cadence, slot) => cadenceName(cadence) + ' report, ' + shortDate(slot),
   rowTitle: (cadence, slot) => cadenceName(cadence) + ' · ' + shortDate(slot),
   draft: 'Draft',
+  issuedState: 'Issued',
+  typeSummary: (cadence, state) => 'Slides · ' + cadenceName(cadence) + ' · ' + state,
   issued: (at, by) => 'Issued ' + (dayOf(at) || '') + (by ? ' by ' + by : ''),
   edited: 'Edited after issue',
   editedWhy: 'This file changed after it was issued. The issued bytes are in the issues ledger.',
@@ -94,6 +96,10 @@ export const COPY = {
   schedulesFailed: 'The schedules were not changed.',
   pause: 'Pause',
   resume: 'Resume',
+  runNow: 'Run now',
+  nextRun: (iso) => (dayOf(iso) ? 'next ' + dayOf(iso) : ''),
+  oneOff: (cadence) => 'No schedule drafts this ' + cadence + ' report. Make it recurring to draft it on a schedule.',
+  makeRecurring: 'Make recurring',
   paused: 'Paused',
   pausedMsg: (name) => name + ' is paused.',
   resumed: (name) => name + ' runs again.',
@@ -105,7 +111,13 @@ export const COPY = {
 
   flagTitle: 'The issues ledger has a line that is not read',
 
+  openTab: 'Open as tab',
+  newReport: 'New report',
   present: 'Present',
+  lock: 'Lock',
+  unlock: 'Unlock',
+  locked: 'Locked. Edit notes, Redraft and Issue are off until you unlock.',
+  fullScreen: 'Full screen',
 };
 
 export const GLOSSARY = {

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/topbar.js

@@ -21,6 +21,7 @@
 import { el, setChildren } from './dom.js';
 import { button, needsDot, needsCount } from './primitives.js';
 import { COPY } from './frame-copy.js';
+import { isRecording } from './note-dock.js';
 
 /** The destinations the bar names, in order. Settings sits at the end of the bar, after Sync. Docs joined the bar at the
  * PM's word (2026-10-06, docs-three-way-sync: "I thought Docs is one of the main menu"). People joined after Docs when the
@@ -39,13 +40,19 @@ export function unsyncedOf(st) {
 /** The lucide symbol each place wears in the bar (UI comfort, 2026-10-07: a word alone is slow to find; the phone's tab bar already wears these). */
 const NAV_ICON = Object.freeze({ today: 'house', mywork: 'list-checks', initiatives: 'target', board: 'square-kanban', reports: 'chart-column', docs: 'file-text', people: 'users', settings: 'settings' });
 
-export function createTopbar({ go, openPalette, repoMenu, sync } = {}) {
+export function createTopbar({ go, openPalette, openView, repoMenu, sync } = {}) {
   const node = el('header', { class: 'fr-bar', 'data-shell': 'top', 'data-fr': 'bar' });
 
   let repoBtn = null;
   let repoLabel = null;
   const repoSlot = el('div', { class: 'fr-bar__repo' });
 
+  const recordingIndicator = el('span', {
+    class: 'fr-recording-dot', 'data-fr-recording': '',
+    title: 'Notes are being recorded',
+    'aria-hidden': 'true',
+  });
+
   const count = needsCount('0', { 'data-today-badge': '' });
   const dot = needsDot();
   const links = {};
@@ -80,6 +87,12 @@ export function createTopbar({ go, openPalette, repoMenu, sync } = {}) {
   });
   search.appendChild(el('kbd', { class: 'fr-kbd' }, COPY.searchKey));
 
+  const notes = button({
+    label: 'Notes', variant: 'outline', icon: 'notebook-pen',
+    attrs: { class: 'fr-notes', 'data-fr-view': 'notes', title: 'Open notes menu (all notes by initiative)' },
+    onClick: () => openView && openView('notesmenu'),
+  });
+
   let syncBtn = null;
   let syncLabel = null;
 
@@ -116,7 +129,8 @@ export function createTopbar({ go, openPalette, repoMenu, sync } = {}) {
       syncLabel = want;
       syncBtn = want ? syncButton(want, !!model.syncing) : null;
     }
-    setChildren(node, [repoSlot, nav, search, syncBtn, links.settings]);
+    recordingIndicator.classList.toggle('fr-recording-dot--active', isRecording());
+    setChildren(node, [repoSlot, recordingIndicator, nav, search, notes, syncBtn, links.settings]);
   }
 
   update({});

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]);
+  }
+
+  await 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/skills/report-new.skill

@@ -0,0 +1,27 @@
+---
+name: report-new
+label: "New report (brainstorm, then save as a template)"
+description: "Brainstorm one new recurring or ad hoc report with the PM: its purpose, audience, period, sections and format. Saves only the chosen structure as a template and registers its schedule. Never saves the sample artifacts."
+run: agent
+agent: claude
+output:
+  - Template
+  - Schedule
+  - First draft
+---
+
+/report-new — help the PM design one new report, then save its structure as a template. You brainstorm, then write one definition file and register one schedule. The sample text, the slides and any other draft from the session are not saved.
+
+Rules that always hold (D71):
+1. DRAFT ONLY. A report is issued by the PM from the Reports page. Never send, post, share, email, publish or upload a report.
+2. READ-ONLY on every source. Never change mail, chat, Jira, Confluence, calendar or any other source.
+3. SAVE ONLY THE STRUCTURE. The template is the chosen structure: id, cadence, audience, sections, purpose and tone. Never save a sample, a slide or a draft as a template.
+
+Procedure:
+1. Ask, one question at a time: what the report is for; who reads it; the sources it should draw on; the sections it needs; and the format (slides, a document, or a message). Offer a sensible default for each and keep going unless the PM corrects it.
+2. Ask for the period. Accept a cadence word (daily, weekly, bi-weekly, monthly), a single date, a range, or a phrase such as "every Tuesday", "every 2 weeks on Monday" or "the first Monday of the month". Map the phrase to the nearest schedule cadence and say what you chose. For a one-off report, ask for its date and set no recurring schedule.
+3. Propose a template id: lowercase, starting with a letter, up to 40 characters from a-z, 0-9 and hyphens. Confirm it with the PM.
+4. Write `<state>/reports/definitions/<id>.md`, where <state> is `pmos/state/` if it exists, otherwise `planning/`. Use this frontmatter, then the prose: `type: Reference`, `title`, `timestamp` (today), `cadence: <id>`, `audience`, and `sections:` as a list. Put the purpose, sources, length and tone in the body.
+5. If the period is recurring, register the schedule: `pmos schedule add --skill report-template --cadence <daily|weekly|bi-weekly|monthly> --args <id> --name "<Name>"`. Use the cadence from step 2. The schedule drafts the report; it never issues one.
+6. Run the first draft now: `pmos report draft <id>`. Then say where it is, and that the PM issues it from Reports.
+7. Report in one short message: the template path, the schedule (or the one-off date), and the first draft path.

package/workspace/skills/report-template.skill

@@ -0,0 +1,34 @@
+---
+name: report-template
+label: "Saved report (from its template)"
+description: "Prepare a saved report as a draft. The schedule's args name the template; the script writes every number, then this skill writes the notes between the markers. Never sends or posts."
+run: agent
+agent: claude
+output:
+  - Headline
+  - Sections from the template
+  - Needs your call
+  - Sources reached and not reached
+---
+
+/report-template — prepare a saved report for THIS repository as a draft. The template id is the schedule's args, for example `quarterly-ops`. A script with no model writes the draft and every number in it; you write the words between the note markers.
+
+Rules that always hold (D71):
+1. DRAFT ONLY. You write a file in this repository. Never send, post, share, email, publish or upload the report anywhere; the PM does that.
+2. READ-ONLY on every source. Never send, reply, forward, post, comment, create, edit, transition, label, archive or delete anything in mail, chat, Jira, Confluence, calendar or any other source.
+3. SOURCED. Every claim carries a pointer the reader can open: an initiative id, a file path in this repository, or an acceptance. A claim you cannot point to is left out or marked "unverified".
+4. NOTHING INVENTED. The script lists the sources it reached and did not reach under "Sources reached and not reached": that section is not yours to edit.
+5. THE TEMPLATE'S RULES. The script shapes the file from the template: its sections, their order and its blocks. The template's purpose, audience, length and tone govern your words. Do not substitute your own format.
+6. THE SCRIPT WRITES EVERY NUMBER. In a note you type no count, ratio, percentage or date.
+7. PROSE ONLY BETWEEN NOTE MARKERS. Write only between a `<!-- pmos:note <id> -->` line and its `<!-- /pmos:note -->` line. Never edit, move or delete a marker or any line outside one. Never add a section to the file.
+
+Procedure:
+1. The template id is the schedule's `args`. It must match `^[a-z][a-z0-9-]{0,39}$`. If it is missing or does not match, stop and say which schedule has no valid template id.
+2. Find the state directory: `pmos/state/` if it exists, otherwise `planning/`. Call it <state>.
+3. Read the template: `<state>/reports/definitions/<id>.md`. If it does not exist, stop and say the template is missing. Do not invent one.
+4. Run `pmos report draft <id>`. It writes `<state>/reports/<id>/YYYY-MM-DD.md`, with one empty note marker for each block.
+   - If it refuses because a draft for the slot exists, do not overwrite it. Write your notes into the file that exists.
+   - If it refuses because the slot is issued, stop. An issued report is frozen. Say so in one line.
+   - If it refuses for any other reason, stop and quote the refusal. Do not write the file yourself.
+5. Read the draft, then the sources it names. Write one or two sentences for each `<!-- pmos:note <block-id> -->`. Start with "Warning:" when a block needs attention. Leave any note that already has text.
+6. Run `pmos report draft <id> --redraft` so the script rewrites the file and keeps every note. Read the file once more.

package/workspace/test-files.json

@@ -103,6 +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",
@@ -201,6 +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,