create-pmos 0.93.0 → 0.95.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "create-pmos",
-  "version": "0.93.0",
+  "version": "0.95.0",
   "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@fdd90d9
+kernel-source: pmos@1e39390
 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: "2026-10-07T18:25:40Z"}
+generated: {by: process:create-pmos, at: "2026-10-07T23:23:47Z"}
 status: stable
 ---
 

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

@@ -2,7 +2,7 @@
 type: Reference
 title: "Health budgets"
 description: "Closed registry of health-budget anchors (D59), edited only by the PM."
-generated: {by: process:create-pmos, at: "2026-10-07T18:25:40Z"}
+generated: {by: process:create-pmos, at: "2026-10-07T23:23:47Z"}
 status: stable
 ---
 

package/payload/state/discoveries.md

@@ -2,7 +2,7 @@
 type: Reference
 title: "Discoveries and friction log"
 description: "Append-only record of what runs discovered and where the process rubbed."
-generated: {by: process:create-pmos, at: "2026-10-07T18:25:40Z"}
+generated: {by: process:create-pmos, at: "2026-10-07T23:23:47Z"}
 status: stable
 ---
 

package/workspace/first-paint-audit.js

@@ -22,6 +22,7 @@
 // budget is for the whole screen and the bar is on every screen. The calibration stays specimen A's own count: the
 // specimen did not change. Every place +1 again for People in the top bar (the PM, 2026-10-06, people-directory), and
 // +1 again for My work beside Agenda (the PM approved that mockup and said build it, 2026-10-07, my-work).
+// reports: +1 for New report in the Reports header (the PM asked for it, 2026-10-07, reports-new-session).
 const SPECIMEN_A = Object.freeze({ today: 17, initiatives: 24, board: 33, reports: 14 });
 const BAR_DOCS = 1;
 const BAR_PEOPLE = 1;
@@ -30,7 +31,7 @@ const BAR = BAR_DOCS + BAR_PEOPLE + BAR_MY_WORK;
 // Agenda opens on the month (the PM's Agenda mockup v5, 2026-10-06): the month adds its own controls to Today's budget,
 // at most six week rows of a week button and seven days, the two month arrows and the five lenses.
 const AGENDA_MONTH = 6 * 8 + 2 + 5;
-const EXPECT = Object.freeze({ today: 17 + BAR + AGENDA_MONTH, initiatives: 24 + BAR, board: 33 + BAR, reports: 15 + BAR });
+const EXPECT = Object.freeze({ today: 17 + BAR + AGENDA_MONTH, initiatives: 24 + BAR, board: 33 + BAR, reports: 16 + BAR });
 
 /* ── shoot.js audit(), copied verbatim (scratchpad/specimens2/shoot.js, 2026-10-05) ─────────────────────────────── */
 // runs in the page

package/workspace/guide/notes.md

@@ -11,7 +11,7 @@ The Notes view shows one meeting, top to bottom. A bar at the top shows whether
 
 ## Start a meeting
 
-1. Press ⌘K, type **notes** and press Enter. The view opens as a tab. It is the same in every repository.
+1. Press the **Notes** button in the top bar, or press ⌘K, type **notes** and press Enter. The view opens as a tab. It is the same in every repository. The **Notes** button shows a red dot when notes are being recorded.
 2. Press **New meeting**. Type a title.
 3. Under **Your notes**, type a note and press Enter. Each note is its own line, with the meeting time you added it at. To remove a line, press the **x** beside it. Each line also shows in the transcript as **You, typed** and is labelled like a spoken line, so a decision or a next step you type goes into its section. Your notes steer the summary, and they save at once.
 4. Press **All notes** to open an earlier note. The **⋯** menu has Copy as Markdown, New meeting, the meeting and the initiative, Summary by agent, Mark private, Settings and **Delete note**.

package/workspace/lib/kit-update.js

@@ -181,8 +181,16 @@ function upgradeApp(root, { version, logFile, spawn = cp.spawn, env = updateEnv(
   try {
     fs.mkdirSync(path.dirname(logFile), { recursive: true });
     fd = fs.openSync(logFile, 'w');
+    fs.writeSync(fd, `${new Date().toISOString()} clearing npm cache…\n`);
+    fs.writeSync(fd, `${new Date().toISOString()} ${NPM} cache clean --force\n`);
     fs.writeSync(fd, `${new Date().toISOString()} ${NPX} -y ${PKG_NAME}@${version} workspace --reinstall ${root}\n`);
   } catch (e) { return { ok: false, error: `Could not write the log file: ${e.message}` }; }
+  try {
+    // Clear npm cache synchronously before spawning the update, so npx downloads the fresh version
+    cp.execSync(`${NPM} cache clean --force`, { cwd: String(root), env, stdio: ['ignore', fd, fd] });
+  } catch (e) {
+    try { fs.appendFileSync(logFile, `Note: cache clear had an issue, but continuing: ${e.message}\n`); } catch { /* silent */ }
+  }
   try {
     const child = spawn(NPX, ['-y', `${PKG_NAME}@${version}`, 'workspace', '--reinstall', String(root)],
       { cwd: String(root), env, detached: true, stdio: ['ignore', fd, fd], windowsHide: true, shell: IS_WIN });

package/workspace/lib/report-needs.js

@@ -7,6 +7,7 @@
  *   reportsOf(root)                              → { ok, reports: [{ cadence, slot, path, status, bytes, mtimeMs, issued, edited }],
  *                                                    flags, sig }   the report files joined to issues.jsonl; the routes read it too
  *   cadenceOfSkill(skill)                        'report-biweekly' → 'biweekly', else null
+ *   cadenceOfSchedule(s)                         a template schedule (skill report-template) → its args; else cadenceOfSkill(s.skill)
  *
  * THE THREE ROW KINDS (rows are held to fixtures/today-api/provider-rows.json):
  *   report-issue        kind 1. The newest draft of a cadence that the report script wrote, that is not issued, and that is
@@ -56,6 +57,11 @@ function reportsDir(root) {
 const isDir = (p) => { try { return fs.statSync(p).isDirectory(); } catch { return false; } };
 const short = (ymd) => { const m = /^(\d{4})-(\d{2})-(\d{2})/.exec(String(ymd || '')); return m ? `${Number(m[3])} ${MONTHS[Number(m[2]) - 1]}` : String(ymd || ''); };
 const cadenceOfSkill = (skill) => { const m = /^report-([a-z][a-z0-9-]{0,39})$/.exec(String(skill || '')); return m ? m[1] : null; };
+/** A saved template runs the generic report-template skill; its schedule's args name the template, which is its cadence id. */
+const cadenceOfSchedule = (s) => {
+  if (s && s.skill === 'report-template') { const a = String(s.args || '').trim(); return /^[a-z][a-z0-9-]{0,39}$/.test(a) ? a : null; }
+  return cadenceOfSkill(s && s.skill);
+};
 /** What `git hash-object` prints for these bytes, without running git: the sha issues.jsonl records. */
 const blobSha = (buf) => crypto.createHash('sha1').update(`blob ${buf.length}\0`).update(buf).digest('hex');
 
@@ -173,7 +179,7 @@ function noOutputRows(w, now, schedules) {
   const out = [];
   const seen = new Set();
   for (const s of schedules) {
-    const cadence = cadenceOfSkill(s && s.skill);
+    const cadence = cadenceOfSchedule(s);
     if (!cadence || s.ws !== w.id || s.enabled === false || !s.lastRun) continue;
     const fired = Date.parse(s.lastRun);
     if (!Number.isFinite(fired)) continue;
@@ -210,4 +216,4 @@ function sig(w) {
   return [reportsOf(w.root).sig, schedulesStamp(), kill, hour].join(':');
 }
 
-module.exports = { kinds, rowsFor, sig, rowsAt, reportsOf, cadenceOfSkill, blobSha, reportsDir, KILL_FILE, GRACE_MS };
+module.exports = { kinds, rowsFor, sig, rowsAt, reportsOf, cadenceOfSkill, cadenceOfSchedule, blobSha, reportsDir, KILL_FILE, GRACE_MS };

package/workspace/package-lock.json

@@ -1,12 +1,12 @@
 {
   "name": "pmos-workspace",
-  "version": "0.93.0",
+  "version": "0.95.0",
   "lockfileVersion": 3,
   "requires": true,
   "packages": {
     "": {
       "name": "pmos-workspace",
-      "version": "0.93.0",
+      "version": "0.95.0",
       "license": "MIT",
       "dependencies": {
         "@xterm/addon-fit": "^0.11.0",

package/workspace/package.json

@@ -1,6 +1,6 @@
 {
   "name": "pmos-workspace",
-  "version": "0.93.0",
+  "version": "0.95.0",
   "private": true,
   "description": "PMOS Terminal Workspace — local companion hosting real PTYs beside the library and gates (D62)",
   "license": "MIT",

package/workspace/public/pm/app.js

@@ -38,6 +38,7 @@ import { state, setState, subscribe, flush, FIXTURE, LEGACY_LAYOUT_FLAG } from '
 import { isMobile, mountMobile, applyMobile } from './mobile.js';
 /* The frame's parts (Run 3, slice 3A). Small modules with no effect at import: a fixture page loads them and calls none. */
 import { createTopbar, unsyncedOf } from './topbar.js';
+import { openView } from './panel-cockpit.js';
 import { createDockRail } from './dock.js';
 import { SEL, ensureComponentsCss, iconButton, menu, toast, sheet, button } from './primitives.js';
 import { ensureSprite } from './icons.js';
@@ -607,7 +608,7 @@ const frEnd = el('span', { class: 'fr-end', 'aria-hidden': 'true' });
 function setupFrame() {
   ensureComponentsCss();
   ensureSprite();
-  bar = createTopbar({ go, openPalette, repoMenu, sync: runSync });
+  bar = createTopbar({ go, openPalette, openView, repoMenu, sync: runSync });
   document.addEventListener('pointerdown', (e) => { fr.downAt = e.target; }, true);
   dockRail = createDockRail({ open: openDock, resize: dockWidth });
   fr.dockW = readDockW();

package/workspace/public/pm/components.css

@@ -2342,6 +2342,17 @@
   font-family: var(--mono);
   font-size: 11px;
 }
+.fr-recording-dot {
+  width: 8px;
+  height: 8px;
+  border-radius: 50%;
+  background: var(--destructive);
+  margin: 0 6px;
+  display: none;
+}
+.fr-recording-dot--active {
+  display: block;
+}
 /* The body: the destination, then (when open) the detail, the dock's rail and the dock. One row, columns in order. */
 .fr-body {
   display: grid;
@@ -4442,9 +4453,23 @@
   flex-wrap: wrap;
   gap: 8px;
 }
+.rp-card {
+  align-items: stretch;
+  padding: 10px 12px;
+  border: 1px solid var(--border);
+  border-radius: 8px;
+  background: var(--card);
+}
+.rp-card > .rp-list { border-top: 0; }
 .rp-viewer {
   align-items: stretch;
 }
+.rp-viewer__type {
+  margin: 0;
+  font-size: 12px;
+  line-height: 16px;
+  color: var(--muted-foreground);
+}
 .rp-viewer__state {
   margin: 0;
   font-size: 12px;
@@ -5352,7 +5377,15 @@
 
 @container (min-width: 720px) {
   .rp-cols {
-    grid-template-columns: minmax(260px, 340px) minmax(0, 1fr);
+    grid-template-columns: minmax(0, 1fr) minmax(0, 1.25fr);
+    align-items: start;
+  }
+  .rp-col--doc .rp-viewer {
+    position: sticky;
+    top: 8px;
+    max-height: calc(100vh - 16px);
+    overflow: auto;
+    align-content: start;
   }
 }
 @media (pointer: coarse) {

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

@@ -31,6 +31,11 @@ const insts = new WeakMap();                          // host -> instance
 
 /** report-biweekly -> biweekly. The same join as lib/report-needs.js cadenceOfSkill. */
 const cadenceOfSkill = (skill) => { const m = /^report-([a-z][a-z0-9-]{0,39})$/.exec(String(skill || '')); return m ? m[1] : null; };
+/** A template schedule (skill report-template) names its template in args. The same join as lib/report-needs.js cadenceOfSchedule. */
+const cadenceOfSchedule = (x) => {
+  if (x && x.skill === 'report-template') { const a = String(x.args || '').trim(); return /^[a-z][a-z0-9-]{0,39}$/.test(a) ? a : null; }
+  return cadenceOfSkill(x && x.skill);
+};
 const keyOf = (r) => r.cadence + ':' + r.slot;
 
 function whenOf(s) {
@@ -43,7 +48,7 @@ function make(host) {
   const root = el('div', { class: 'rp-page', 'data-reports': '' });
   const inst = {
     host, root, ws: null, loaded: false, error: null, reports: [], flags: [], sig: null, schedules: [], doc: null, docKey: null,
-    sel: null, showAll: false, otherOpen: false, stop: null, seq: 0, last: '',
+    sel: null, showAll: false, otherOpen: false, locked: false, stop: null, seq: 0, last: '',
   };
   return inst;
 }
@@ -56,6 +61,7 @@ export function mountDestination(host, ctx) {
   if (ctx && ctx.FIXTURE) { inst.root.replaceChildren(empty({ text: COPY.fixture })); return; }
   const repo = (ctx && ctx.tab && ctx.tab.repo) || (ctx && ctx.state && ctx.state.product) || null;
   const ws = repo ? wsOf(repo) : null;
+  inst.repo = repo;
   if (ws !== inst.ws) {
     if (inst.stop) { inst.stop(); inst.stop = null; }
     Object.assign(inst, { ws, loaded: false, error: null, reports: [], flags: [], sig: null, schedules: [], doc: null, docKey: null, sel: null, showAll: false, last: '' });
@@ -127,10 +133,10 @@ const isDraft = (r) => !!r && !r.issued;
 function draftCadence(inst) {
   const r = selected(inst);
   if (r) return r.cadence;
-  const s = inst.schedules.map((x) => cadenceOfSkill(x.skill)).find(Boolean);
+  const s = inst.schedules.map((x) => cadenceOfSchedule(x)).find(Boolean);
   return s || 'biweekly';
 }
-const knownCadences = (inst) => [...new Set([...inst.reports.map((r) => r.cadence), ...inst.schedules.map((s) => cadenceOfSkill(s.skill)).filter(Boolean)])].sort();
+const knownCadences = (inst) => [...new Set([...inst.reports.map((r) => r.cadence), ...inst.schedules.map((s) => cadenceOfSchedule(s)).filter(Boolean)])].sort();
 
 async function afterDraft(inst, r) {
   if (r && r.ok && r.slot) inst.sel = (r.cadence || draftCadence(inst)) + ':' + r.slot;
@@ -140,7 +146,7 @@ async function afterDraft(inst, r) {
 function primaryAction(inst) {
   const r = selected(inst);
   if (isDraft(r)) {
-    return button({ label: COPY.issue, variant: 'primary', attrs: { 'data-rp-act': 'issue', 'data-rp-key': 'primary' },
+    return button({ label: COPY.issue, variant: 'primary', disabled: inst.locked, attrs: { 'data-rp-act': 'issue', 'data-rp-key': 'primary' },
       onClick: () => openIssueSheet({ ws: inst.ws, cadence: r.cadence, slot: r.slot, onDone: () => refresh(inst) }) });
   }
   const cadence = draftCadence(inst);
@@ -148,36 +154,48 @@ function primaryAction(inst) {
     onClick: async () => afterDraft(inst, await draftNow({ ws: inst.ws, cadence })) });
 }
 
-/* the schedules, split by what they feed */
+/** Set the recommended report schedules up (the one write that creates schedules; the schedules route, no new one). */
+async function seedSchedules(inst) {
+  const r = await pmPost('/api/schedules/seed', { ws: inst.ws, set: 'reports' });
+  if (r && r.ok) toast({ text: COPY.schedulesSeeded((r.created || []).length), timeout: 4000 }); else toast({ text: COPY.schedulesFailed + (r && r.error ? ' ' + r.error : ''), tone: 'error' });
+  await refresh(inst);
+}
+
+/* the schedules, split by what they feed; the selected report's schedule carries Run now above the list */
 function schedulesBlock(inst) {
-  const feeds = inst.schedules.filter((s) => cadenceOfSkill(s.skill));
-  const others = inst.schedules.filter((s) => !cadenceOfSkill(s.skill));
+  const feeds = inst.schedules.filter((s) => cadenceOfSchedule(s));
+  const others = inst.schedules.filter((s) => !cadenceOfSchedule(s));
+  const sel = selected(inst);
   const sec = el('section', { class: 'rp-section', 'data-rp-section': 'schedules', 'aria-label': COPY.schedulesTitle }, el('h3', { class: 'rp-section__title' }, COPY.schedulesTitle));
   if (!feeds.length) {
     sec.appendChild(el('p', { class: 'rp-section__empty' }, COPY.schedulesNone));
-    sec.appendChild(button({ label: COPY.schedulesSeed, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'seed', 'data-rp-key': 'seed' }, onClick: async () => {
-      const r = await pmPost('/api/schedules/seed', { ws: inst.ws, set: 'reports' });
-      if (r && r.ok) toast({ text: COPY.schedulesSeeded((r.created || []).length), timeout: 4000 }); else toast({ text: COPY.schedulesFailed + (r && r.error ? ' ' + r.error : ''), tone: 'error' });
-      await refresh(inst);
-    } }));
+    sec.appendChild(button({ label: COPY.schedulesSeed, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'seed', 'data-rp-key': 'seed' }, onClick: () => seedSchedules(inst) }));
   }
   const list = el('div', { class: 'rp-list', role: 'list' });
   for (const s of feeds) {
     const on = s.enabled !== false;
-    const cadence = cadenceOfSkill(s.skill);
+    const cadence = cadenceOfSchedule(s);
+    const isSel = !!sel && sel.cadence === cadence;
+    const trail = [button({ label: on ? COPY.pause : COPY.resume, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': on ? 'pause' : 'resume', 'data-rp-key': 'sched:' + s.id }, onClick: async () => {
+      const r = await pmPost('/api/schedules/update', { id: s.id, enabled: !on });
+      if (!r || !r.ok) { toast({ text: COPY.schedulesFailed + (r && r.error ? ' ' + r.error : ''), tone: 'error' }); }
+      await refresh(inst);
+    } })];
+    if (isSel) trail.push(button({ label: COPY.runNow, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'run', 'data-rp-key': 'run' },
+      onClick: async () => afterDraft(inst, await draftNow({ ws: inst.ws, cadence })) }));
     list.appendChild(row({
       title: s.name || cadenceName(cadence),
-      meta: [COPY.scheduleMeta(whenOf(s), s.lastRun ? COPY.lastRan(s.lastRun) : COPY.neverRan)],
+      meta: [cadenceName(cadence), whenOf(s), s.nextRun ? COPY.nextRun(s.nextRun) : '', s.lastRun ? COPY.lastRan(s.lastRun) : COPY.neverRan],
       signals: on ? [] : [signal({ text: COPY.paused, tone: 'warning' })],
-      trail: [button({ label: on ? COPY.pause : COPY.resume, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': on ? 'pause' : 'resume', 'data-rp-key': 'sched:' + s.id }, onClick: async () => {
-        const r = await pmPost('/api/schedules/update', { id: s.id, enabled: !on });
-        if (!r || !r.ok) { toast({ text: COPY.schedulesFailed + (r && r.error ? ' ' + r.error : ''), tone: 'error' }); }
-        await refresh(inst);
-      } })],
-      attrs: { 'data-schedule': s.id, 'data-cadence': cadence, role: 'listitem' },
+      trail,
+      attrs: { 'data-schedule': s.id, 'data-cadence': cadence, class: isSel ? 'rp-list__row rp-list__row--on' : 'rp-list__row', role: 'listitem' },
     }));
   }
   if (feeds.length) sec.appendChild(list);
+  if (feeds.length && sel && !feeds.some((s) => cadenceOfSchedule(s) === sel.cadence)) {
+    sec.appendChild(el('p', { class: 'rp-section__empty' }, COPY.oneOff(sel.cadence)));
+    sec.appendChild(button({ label: COPY.makeRecurring, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'recurring', 'data-rp-key': 'recurring' }, onClick: () => seedSchedules(inst) }));
+  }
   if (others.length) {
     sec.appendChild(button({ label: COPY.otherSchedules(others.length), variant: 'ghost', size: 'sm', icon: inst.otherOpen ? 'chevron-down' : 'chevron-right',
       attrs: { 'data-rp-act': 'other', 'data-rp-key': 'other', 'aria-expanded': inst.otherOpen ? 'true' : 'false' }, onClick: () => { inst.otherOpen = !inst.otherOpen; draw(inst); } }));
@@ -192,7 +210,7 @@ function schedulesBlock(inst) {
 
 /* the reports, newest first */
 function listBlock(inst) {
-  const sec = el('section', { class: 'rp-section', 'data-rp-section': 'list', 'aria-label': COPY.list }, el('h3', { class: 'rp-section__title' }, COPY.list));
+  const sec = el('section', { class: 'rp-section rp-card', 'data-rp-section': 'list', 'aria-label': COPY.list }, el('h3', { class: 'rp-section__title' }, COPY.list));
   if (!inst.reports.length) { sec.appendChild(el('p', { class: 'rp-section__empty' }, COPY.none)); return sec; }
   const shown = inst.showAll ? inst.reports : inst.reports.slice(0, SHOWN);
   // the selected report stays on screen even when it is older than the shown ones
@@ -203,7 +221,7 @@ function listBlock(inst) {
     const key = keyOf(r);
     list.appendChild(row({
       title: COPY.rowTitle(r.cadence, r.slot),
-      meta: [r.issued ? COPY.issued(r.issued.at, r.issued.by) : COPY.draft],
+      meta: [cadenceName(r.cadence), r.issued ? COPY.issued(r.issued.at, r.issued.by) : COPY.draft],
       signals: r.edited ? [signal({ text: COPY.edited, tone: 'warning', title: COPY.editedWhy })] : [],
       owed: isDraft(r),
       onOpen: () => selectReport(inst, key),
@@ -222,9 +240,10 @@ function listBlock(inst) {
 /* the selected report and what can be done to it */
 function viewerBlock(inst) {
   const r = selected(inst);
-  const sec = el('section', { class: 'rp-section rp-viewer', 'data-rp-section': 'viewer', 'aria-label': r ? COPY.reportName(r.cadence, r.slot) : COPY.title });
+  const sec = el('section', { class: 'rp-section rp-viewer rp-card', 'data-rp-section': 'viewer', 'aria-label': r ? COPY.reportName(r.cadence, r.slot) : COPY.title });
   if (!r) return sec;
   const doc = inst.doc && inst.docKey === inst.sel ? inst.doc : null;
+  sec.appendChild(el('p', { class: 'rp-viewer__type' }, COPY.typeSummary(r.cadence, r.issued ? COPY.issuedState : COPY.draft)));
   const bar = el('div', { class: 'rp-toolbar', role: 'toolbar', 'aria-label': COPY.reportName(r.cadence, r.slot) });
   bar.appendChild(el('h3', { class: 'rp-section__title rp-toolbar__title' }, COPY.reportName(r.cadence, r.slot)));
   const acts = el('div', { class: 'rp-toolbar__acts' });
@@ -232,41 +251,74 @@ function viewerBlock(inst) {
   const present = button({ label: COPY.present, variant: 'outline', size: 'sm', icon: 'columns-2', attrs: { 'data-rp-act': 'present', 'data-rp-key': 'present' }, disabled: !doc,
     onClick: () => doc && openSlides({ md: doc.markdown, label: COPY.reportName(r.cadence, r.slot), printable: !!r.issued, returnFocus: present }) });
   acts.appendChild(present);
+  acts.appendChild(button({ label: inst.locked ? COPY.unlock : COPY.lock, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'lock', 'data-rp-key': 'lock', 'aria-pressed': inst.locked ? 'true' : 'false' },
+    onClick: () => { inst.locked = !inst.locked; draw(inst); } }));
+  acts.appendChild(button({ label: COPY.fullScreen, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'full', 'data-rp-key': 'full' },
+    onClick: () => { inst.locked = true; draw(inst); goFullScreen(); } }));
   if (r.issued) {
     acts.appendChild(button({ label: COPY.print, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'print', 'data-rp-key': 'print' }, disabled: !doc, onClick: () => doc && printReport(doc.markdown) }));
     acts.appendChild(button({ label: COPY.copyMd, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'copy', 'data-rp-key': 'copy' }, disabled: !doc, onClick: () => doc && copyMarkdown(doc.markdown) }));
   } else {
-    acts.appendChild(button({ label: COPY.editNotes, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'notes', 'data-rp-key': 'notes' }, disabled: !doc,
+    acts.appendChild(button({ label: COPY.editNotes, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'notes', 'data-rp-key': 'notes' }, disabled: !doc || inst.locked,
       onClick: () => doc && openNotesSheet({ ws: inst.ws, cadence: r.cadence, slot: r.slot, markdown: doc.markdown, onSaved: () => refresh(inst) }) }));
-    acts.appendChild(button({ label: COPY.redraft, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'redraft', 'data-rp-key': 'redraft' },
+    acts.appendChild(button({ label: COPY.redraft, variant: 'outline', size: 'sm', attrs: { 'data-rp-act': 'redraft', 'data-rp-key': 'redraft' }, disabled: inst.locked,
       onClick: async () => afterDraft(inst, await draftNow({ ws: inst.ws, cadence: r.cadence, slot: r.slot, redraft: true })) }));
     const more = iconButton({ icon: 'ellipsis', ariaLabel: COPY.more, expanded: false, size: 'sm', attrs: { 'data-rp-act': 'more', 'data-rp-key': 'more' }, onClick: (e) => {
       const items = [{ label: COPY.draftNow, onSelect: async () => afterDraft(inst, await draftNow({ ws: inst.ws, cadence: r.cadence })) }];
       for (const c of knownCadences(inst)) if (c !== r.cadence) items.push({ label: COPY.draftNow + ' · ' + c, onSelect: async () => afterDraft(inst, await draftNow({ ws: inst.ws, cadence: c })) });
-      items.push({ sep: true }, { label: COPY.print, onSelect: () => doc && printReport(doc.markdown) }, { label: COPY.copyMd, onSelect: () => doc && copyMarkdown(doc.markdown) });
+      items.push({ sep: true }, { label: COPY.openTab, onSelect: () => openReportTab(inst, r) }, { label: COPY.print, onSelect: () => doc && printReport(doc.markdown) }, { label: COPY.copyMd, onSelect: () => doc && copyMarkdown(doc.markdown) });
       menu({ anchor: e.currentTarget, items, ariaLabel: COPY.more });
     } });
     acts.appendChild(more);
   }
   bar.appendChild(acts);
   sec.appendChild(bar);
+  if (inst.locked) sec.appendChild(el('p', { class: 'rp-viewer__state' }, COPY.locked));
   if (r.issued) sec.appendChild(el('p', { class: 'rp-viewer__state' }, r.edited ? COPY.editedWhy : COPY.frozen));
   // the report is read as its slides (Run 6): the PM-OS deck, scaled to the column
   sec.appendChild(doc ? slideCards(doc.markdown) : el('p', { class: 'rp-section__empty' }, COPY.loading));
   return sec;
 }
 
+/** New report: a session that brainstorms one report and saves its structure as a template (skill report-new). */
+function newReportButton(inst) {
+  return button({ label: COPY.newReport, variant: 'outline', attrs: { 'data-rp-act': 'new-report', 'data-rp-key': 'new' }, onClick: () => openNewReport(inst) });
+}
+
+async function openNewReport(inst) {
+  const { openTab } = await import('./panel-initiatives.js');
+  openTab({ id: 'skill:report-new:' + inst.ws, kind: 'skill', title: COPY.newReport, skillId: 'report-new', repo: inst.repo || null, slug: null, role: 'SKILL' });
+  const f = window.pmApp && window.pmApp.frame;
+  if (f) f.openDock();
+}
+
+/** A full report as a dock tab: the tab id is the report key, so opening it again focuses the tab that is already open. */
+async function openReportTab(inst, r) {
+  const { openTab } = await import('./panel-initiatives.js');
+  openTab({ id: 'report:' + inst.ws + ':' + keyOf(r), kind: 'report', title: COPY.reportName(r.cadence, r.slot), ws: inst.ws, cadence: r.cadence, slot: r.slot, repo: null, role: 'REPORT' });
+  const f = window.pmApp && window.pmApp.frame;
+  if (f) f.openDock();
+}
+
+/** Full screen: the page is read-only while it is shown full, so the lock is set first. A refused request leaves the page as it is. */
+function goFullScreen() {
+  try {
+    const p = document.documentElement.requestFullscreen();
+    if (p && typeof p.catch === 'function') p.catch(() => {});
+  } catch (_) { /* the browser has no Full screen here; the lock is already on */ }
+}
+
 /** Rebuild the persistent root from the instance, if what it shows changed; keep the focus on the same control. */
 function draw(inst) {
   const root = inst.root;
   if (!inst.ws) { root.replaceChildren(empty({ text: COPY.noRepo })); inst.last = 'none'; return; }
-  const fingerprint = JSON.stringify([inst.loaded, inst.error, inst.reports, inst.flags, inst.schedules, inst.sel, inst.doc && inst.doc.sha, inst.showAll, inst.otherOpen]);
+  const fingerprint = JSON.stringify([inst.loaded, inst.error, inst.reports, inst.flags, inst.schedules, inst.sel, inst.doc && inst.doc.sha, inst.showAll, inst.otherOpen, inst.locked]);
   if (fingerprint === inst.last && root.childNodes.length) return;
   inst.last = fingerprint;
   const keep = document.activeElement && root.contains(document.activeElement) ? document.activeElement.getAttribute('data-rp-key') : null;
   const scroll = root.querySelector('.rp-viewer') ? root.scrollTop : 0;
   if (!inst.loaded) { root.replaceChildren(el('p', { class: 'rp-section__empty' }, COPY.loading)); return; }
-  const kids = [el('div', { class: 'rp-head' }, el('h2', { class: 'rp-head__title' }, COPY.title), inst.error ? null : primaryAction(inst))];
+  const kids = [el('div', { class: 'rp-head' }, el('h2', { class: 'rp-head__title' }, COPY.title), inst.error ? null : el('div', { class: 'rp-head__acts' }, primaryAction(inst), newReportButton(inst)))];
   if (inst.error) kids.push(el('p', { class: 'rp-section__empty rp-section__empty--bad', role: 'alert' }, inst.error));
   if (inst.flags && inst.flags.length) kids.push(el('p', { class: 'rp-flag' }, signal({ text: COPY.flagTitle, tone: 'warning', title: inst.flags[0].why })));
   if (!inst.error) kids.push(el('div', { class: 'rp-cols' }, el('div', { class: 'rp-col rp-col--list' }, schedulesBlock(inst), listBlock(inst)), el('div', { class: 'rp-col rp-col--doc' }, viewerBlock(inst))));

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

@@ -47,7 +47,7 @@ export const VIEWS = {
   // 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' },
+  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. */

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/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/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

@@ -181,10 +181,10 @@ export async function renderBoard(inner, ctx) {
         })()
       : el('div', { class: 'nt-menu-right' }, empty({ text: 'Select a note to view details' }));
 
-    setChildren(root, leftPanel, rightPanel);
+    setChildren(root, [leftPanel, rightPanel]);
   }
 
-  render();
+  await render();
   ctx.setState = (state) => { render(); };
   return root;
 }

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.