Getting Started
PM Agent
PM Agent is responsible for project management tasks, including project data extraction, feature splitting, and project scheduling.
v3.0.3 (Latest)
Release Date: 2026-09-24 | Base Version: v3.0.2
1. Overview
| Item | Content |
|---|---|
| Release Date | 2026-09-24 |
| Version | v3.0.3 |
| Base Version | v3.0.2 |
2. Release Notes
2.1 New Features
| Module | Details |
|---|---|
| SmartDashboard | Added the SmartDashboard module: the plugin provides a Provider protocol (manifest + data projection), each Skill pushes structured data to the dashboard via emit_dashboard_data.py, and the dashboard aggregates multi-project data per the Provider protocol and renders it; multi-project aggregation projection is supported, so artifacts from different Skills can be displayed in a unified dashboard viewAdded the dashboard configuration self-check script check_dashboard_config.py, which automatically validates each Skill's dashboard integration configuration during deployment to reduce integration errors |
| pm-smart-ai-agent Skill v0.3 | The AIKO registry is externalized to the standalone file aiko-registry.json, feature indexes are merged, and a new schema_version field is added, so the contract cross-cutting layer can be version-managed and multiple projects can share the same registry without duplicated maintenanceIntroduced a four-layer architecture (L0 collection / L1 data elements / L2 analysis / L3 rendering) and unified the project root path contract ( project_root layout + init/migrate + manifest), so each stage's artifact paths are derived from the project root instead of depending on the working directoryAdded Run Journal: records the input fingerprint and execution path of each run, supporting resumable runs and audit traceability Added the delivery checklist inspection process ( process/22-delivery-checklist.md): specification validation + evidence collection + item-by-item verification + dependency linkage, producing inspection reports in Excel / Markdown / HTML; deliverable addresses support four forms, with four-level ref priority and a traceable default branchMilestone warnings now support appending comments to a fixed Redmine ticket, completing the end-to-end chain from warning calculation to ticket writing Added four tool modules: l2_metrics.py (L2 quantitative metrics), risk_register.py (risk register), scorecard.py (scorecard) and flows.py (orchestration flows) |
| pm-skill-wbs Dashboard Integration | The WBS Skill adds dashboard data projection capability (build_dashboard_projection.py / emit_dashboard_data.py), so WBS artifacts can be pushed to the SmartDashboard; added the build_delivery_xlsx.py (deliverable Excel generation) and calculate_budget.py (budget calculation) scripts |
| pm-skill-material-report Dashboard Integration | The material report Skill adds emit_dashboard_data.py, so material pre-screening and report artifacts can be projected to the SmartDashboard; added the standalone pm-skill-project-prescreen pre-screening Skill, supporting dashboard projection for business / R&D project initiation and closure pre-screening |
| pm-smart-ai-agent Frontend Adaptation | Tab restructuring: PlanProgress and RiskWarning are merged into PlanRisk, reducing the number of tabs; the cockpit, capability cards, settings panel, creation wizard and run panel are all updated to adapt to the new four-layer architecture and project root path contract Added the "Skill fingerprint refresh" action: at plugin startup, fingerprints of installed Skills are automatically compared with the repository source versions, and an update is suggested when they differ; pack_plugin.py adds a sync mode that generates plugin Skill copies from the single repository source, ensuring the installed state matches the repository source |
2.2 Changes
| Module | Details |
|---|---|
| Skill Source Code Management | The single source of pm-smart-ai-agent is migrated to skills/pm-smart-ai-agent at the repository root, and the copy inside the plugin is no longer committed; pack_plugin.py is responsible for syncing it to the plugin distribution directory, so the installed state always comes from the single repository source |
| Project Account Configuration | Account configuration logic is extracted into the standalone module account_config.py, which centrally manages the lookup and read paths of OA account files, so each script no longer implements its own lookup logic |
| pm-skill-progress / pm-skill-sync-projects | The dashboard data projection and ledger sync logic of these two Skills are refactored to connect to the dashboard protocol uniformly via emit_dashboard_data.py / ensure_dashboard_config.py; the old standalone pipeline data is cleaned up and converged into a single data source |
| User Manual | The user manual is moved to the docs/ root directory (removing the 05-操作手册 level), and the pack_plugin.py MANUAL_SRC path is updated accordingly; added the "DN Project Management Page Operation Guide" chapter, explaining the division of labor between the plugin page and the main dialogue, first-time self-service configuration and daily operation flows |
| HTTPS Certificate Handling | Multiple Skill scripts such as project ledger sync, cost monitoring and progress monitoring uniformly add an SSL certificate verification tolerance policy, so data collection is no longer blocked by certificate validation failures in an intranet self-signed certificate environment |
2.3 Removed
| Module | Details |
|---|---|
| pm-skill-progress / pm-skill-wbs / pm-skill-sync-projects | Cleaned up old dashboard pipeline data: removed redundant files such as the dashboard-patch.json independently maintained in each Skill, the old emit_dashboard_data.py and dashboard_bridge.py, which are now uniformly taken over by the new protocol |
| Build Artifacts | Removed EXE build intermediate artifacts (the build_new/ directory) from git tracking; they are now generated locally by build_exe.bat and the repository no longer commits binary build intermediates |
2.4 Bug Fixes
| Module | Details |
|---|---|
| pm-smart-ai-agent | Fixed the issue where the intelligent assignment candidate pool was not filtered by project membership: filtering is now applied at the graph construction stage plus intersection on the consumer side, ensuring candidates only come from current project members Fixed the issue where tickets with a "KT 解析完了日" comment were filtered out of the snapshot: such tickets caused the completed count in the weekly report to be undercounted, and are now retained in the snapshot Fixed the issue where the resource risk statistics scope was too broad: the KT determination is tightened, the personnel list serves as a fallback, and only the resource risks of Kotei personnel are counted |
| Main Dialogue Communication | Fixed the issue where the missing settings write-back action caused the plugin side not to update after saving in the settings center |
v3.0.2
Release Date: 2026-09-18 | Base Version: v3.0.1
1. Overview
| Item | Content |
|---|---|
| Release Date | 2026-09-18 |
| Version | v3.0.2 |
| Base Version | v3.0.1 |
2. Release Notes
2.1 New Features
| Module | Details |
|---|---|
| DN Project Management Page (pm-smart-ai-agent integration) | Added the DN Project Management page, integrating the pm-smart-ai-agent Skill and supporting a full set of PM capabilities: project weekly reports, progress warnings, SDW real-time risks, personnel departures, intelligent assignment, skill graphs, milestone warnings, work-hour collection and reminders, work-hour statistics and analysis (actual / budget comparison / variance / EAC), general work-hour quotation, meeting management (KT 解析完了 trigger → schedule/reminder → minutes distribution), stakeholder satisfaction tracking, token usage monitoring and quota allocation, and Git naming convention validation; data is collected from Jira / Redmine / SDW to output reports and targeted reminders Page closed loop: local project creation within the page → dependency readiness determination by capability → direct capability execution within the page → artifacts viewed within the page, with no need to jump to other interfaces Project creation is changed to a two-step wizard, with data dependencies made explicit in the wizard, reducing the situation where data is insufficient to run after creation Capability cards support one-click generation and inline buttons for filling missing dependencies; there is a three-step guide after creation, lowering the barrier for first-time users |
| Task Staffing Skill (pm-skill-task-staffing, new) | Added task staffing capability: input a task scenario, and it automatically analyzes the target department, estimates the suggested headcount and person-days (the tighter the schedule, the more people), pulls the department roster and batch employee details, selects suitable candidates based on evidence (experience / strengths / gaps / to be confirmed), and outputs a polished Excel staffing table displayed in the dialogue Supports automatic route selection between internal and external networks (172 external network first, 192 intranet as backup); on first use or when the session expires, it automatically opens a browser to guide the employee system device authentication, and after authentication is restored it continues from the interruption point without re-running the completed roster collection |
| Project Settings Center v3.0 | Credential vault + connection / ticket number forms + common data persistence, supporting a proposal pending-confirmation flow: connection changes first generate a pending-confirmation proposal, which is only persisted after user confirmation, avoiding unintended changes taking effect Project keys can be user-specified and the list of projects accessible on the platform can be pulled with one click, so a drop-down selection removes the need for manual input and lowers the risk of typos |
| Cockpit (CommandCenter) Refactoring | The cockpit is refactored into a prototype style: a pending-items banner + overview metric bar (hot items shown in red and locatable) + row-style skill list + recent artifacts table, raising the information density of the first screen Health metrics are connected to report data: the overview aggregates three types of actions — progress / risk / resource — and honestly guides collection when there is no data, instead of showing an empty placeholder The cockpit adds a full-set capability and a jump entry to the main dialogue: it jumps directly from the cockpit to the main dialogue and binds the current project; artifacts support format switching; snapshots are counted into the data health bar; capability states are distinguished as ready / partially available / not ready |
| Artifact Viewer | Added an in-page artifact viewer: markdown artifacts are rendered directly without downloading and opening separately; artifacts in subdirectories are also readable in-page Artifacts generated in the dialogue (assignment / personnel risk / MR status) are connected to each module's recent results area, so historical artifacts can be viewed with one click Capability cards add a prompt-prefill jump to the main dialogue: clicking a capability carries an editable prompt directly into the main dialogue, to be sent after modification |
| Initiation / Closure Material Page | The initiation / closure material page supports jumping to free chat while carrying a report generation prompt, making it convenient to initiate PPT report generation directly from the material page |
| Project Data Area | Added a file deletion button and an open data directory button; the file list is automatically refreshed when the window gains focus, avoiding a stale list after external updates |
| Automation and Configuration Tab | The Automation and Configuration Tab is zoned: the "connection data (manual)" and "skills (AI)" zones have a clear division of labor; the data preparation card is changed to a guided flow (upload → parse → adopt), lowering the barrier to data integration |
2.2 Changes
| Module | Details |
|---|---|
| Entry Renaming | The PM intelligent management entry is renamed to "DN Project Management", with the menu and in-page title updated accordingly to align with the business positioning |
| Main Dialogue | Implemented streaming output, where messages appear character by character instead of waiting for the full content to display at once; expired tasks are automatically rebuilt, so users no longer need to restart manually |
| Capability Display | Capability cards are changed to a row layout, and icons are uniformly converged into capabilities.ts for maintenance, so adding a capability only requires registration in one place |
| Cockpit | Removed the full-set list view and changed it to an exception to-do block focusing on items that need handling; the data preparation entry is moved back to the "Automation and Configuration" Tab, leaving the cockpit focused on runtime display |
| Capability Jump | Capability card-triggered jumps are bound to the current project and no longer land in free chat, making the context more accurate |
| Artifact Positioning | Artifacts preferentially display the rendered markdown version (reports such as progress / milestones), with json kept only for archiving and not as the primary viewing form |
| Project Data | Project data is changed to a single upload entry plus a full list, removing the data path confusion caused by multiple entries |
| Project Monitoring | Output value collection and project list sync are split into independent operations that do not block each other; the progress column is removed from the project list page, and progress information is presented only on the risk warning page |
2.3 Removed
| Module | Details |
|---|---|
| Automation and Configuration Tab | Removed the run records placeholder block (the original run records entry has been changed to the cockpit's real artifact view, and the placeholder block serves no purpose) |
2.4 Bug Fixes
| Module | Details |
|---|---|
| Project Ledger Sync Skill | Fixed the PMO role project list permission filtering issue: after a PMO account syncs, it could only see part of the authorized projects, and now the full amount is returned per the authorization interface |
| Project Progress Monitor Skill | Fixed the abnormal error on project progress refresh: uncaught exceptions in progress_refresh.py and project_progress_monitor.py caused the refresh to be interrupted; exception handling is added and the refresh is now stable |
| Manager Dashboard Skill | Fixed the abnormal output value collection logic: when menu navigation failed, the collection script silently returned empty data; it now returns an explicit error and preserves the scene; added test cases covering the menu navigation path |
| Risk Warning | Fixed the inaccurate month display in risk warnings; the month is now taken from the actual data source time |
| Main Dialogue Communication | Fixed the issue where the main dialogue write-back was lost; fixed the abnormal status file encoding (status read/write failed in a non-UTF-8 environment); fixed the issue where expired tasks could not be automatically rebuilt, requiring a plugin restart to recover |
| Project Settings Center | Fixed the issue where duplicate enabled keys caused TOML parsing failures when appending a source block (exposed by 18 groups of regression tests); fixed the gap where source enabled was not automatically set to true when saving a connection (the DEMO template's enabled=false was not turned on) |
| Connection Diagnostics | Fixed the issue where GitLab connection diagnostics used the wrong authentication header: it is changed to the PRIVATE-TOKEN header; added verify_ssl=false support to skip self-signed certificate validation; SSL / 403 errors are changed to readable guidance instead of only outputting the raw exception |
| PM Agent Workbench (plugin) | Fixed the issue where the send button style did not match the native SDW style: it is changed to a circular icon button; fixed the lack of layered notification when capability card write-back is restricted, which is now determined per requirements limitations, showing a badge when partially available and highlighting the Redmine skip row in the viewer |
v3.0.1
Release Date: 2026-09-11 | Base Version: v3.0.0
1. Overview
| Item | Content |
|---|---|
| Release Date | 2026-09-11 |
| Version | v3.0.1 |
| Base Version | v3.0.0 |
2. Release Notes
2.1 New Features
| Module | Details |
|---|---|
| PM Agent Workbench (plugin) | Added a role-based workbench: visible modules are determined by the OA account role (PM / manager / PMO); PM can use "intelligent analysis + project management + project monitoring", managers have read-only access to "intelligent analysis + project monitoring", and PMO additionally opens "project operations"; roles are read from the account configuration and do not amplify the actual OA permissions Added three project monitoring views: project overview (overall situation), project list (full filterable drill-down list) and risk warning (progress and gross margin risks presented together), replacing the warning information previously scattered across pages Added a "Reports" page plus global file and global WBS entries, so project materials and WBS artifacts can be viewed uniformly across projects The WBS workbench adds selection and upload of materials for the current run: material types are distinguished by "quotation Excel / Kickoff PPTX" and formats are validated, only materials within the current project files can be selected, and selected materials are frozen per run with evidence (including hashes) retained for traceability WBS adds process stage states: materials to be supplemented / analyzing / scope to be confirmed / capacity to be confirmed / generating / validation failed / completed, making run progress visible in the interface Unified the data save directory to ~/.sdw/aiko-ext-pm, with ledgers, dashboard snapshots, monitoring artifacts and run records stored centrally, separating run data from program assets |
| Project Ledger Sync Skill (project-ledger-sync, new) | Added the capability to sync the OA project list to a unified local ledger (SQLite) by role, serving as the single source of project scope for the dashboard, project overview, main dialogue, initiation materials and progress monitoring PM uses the old OA probe: after logging in to the new OA, SSO into the old OA, precisely select one's own projects by the home page identity and employee ID, read the list, details, contracts and milestones with complete pagination, and take the status from the actual OA status PMO / managers use the authorized project interface: only projects visible in the current OA session authorization are read, the status is derived from the expected end date and marked with its source, without pretending to be an OA-confirmed status Only after all data retrieval and normalization succeed is status=complete written and the list published; on failure a non-zero value is returned without publishing partial data; historical runs are fully retained and traceable |
| Project Progress Monitor Skill (project-progress-monitor, new) | Added the capability to automatically log in to OA, read the "project output headcount" and calculate SPI for progress analysis, with the collection scope determined by the project numbers of the current account in the unified ledger Added cumulative SPI analysis and progress conclusion persistence: analysis results are persisted as snapshots, and the risk warning page directly reads the saved snapshot without re-running collection each time Added aggregation anomaly prompts: "no data yet / to be verified / insufficient data" are distinguished, and no association is made when project numbers are missing or duplicated, avoiding misassigning output value to unrelated projects The default query interval is 2023-01 to the previous month, with --start-date / --end-date overrides supported |
| Manager Dashboard Skill (pm-skill-dashboard) | The dashboard is upgraded to the official version 1.0: added project status filtering, department level-by-level drill-down filtering, pagination, milestone warnings and cost data integration Added gross margin monitoring: supports uploading financial files to write actual gross margins, and displays and filters them by level (attention / medium / severe / high), with risk items prioritized Added a gross margin module integration interface (supplementary JSON precisely matched by project number); gross margin calculation and thresholds are handled by an independent module, and the dashboard only associates and displays without calculating amounts, adding projects, or overriding identity and department Added a snapshot mechanism: after cleaning, deriving warnings, aggregating and sorting, dashboard-snapshot.json is written out for frontend rendering, with a deployment guide provided |
| Project Material Report Skill (pm-skill-material-report, new) | Added the capability to generate initiation and closure PPT reports for business / R&D projects: the project type must be confirmed before generation, routing to the respective built-in templates per "business initiation / business closure / R&D initiation / R&D closure", with cross-application prohibited and an explicit error when no template is found rather than a fallback Added a staged generation flow: first form a traceable structured draft (extraction → pre-screening → user supplementation), then render the PPTX, and optionally produce Markdown / JSON review drafts Added initiation / closure pre-screening report capability, outputting missing items and quality gate prompts by project type Supports automatically pulling project materials from a Git repository address and generating reports, while recording repository version information for audit traceability Built-in project management knowledge base and retrieval scripts (kb_build / kb_query) to assist material completion and rule validation |
| Project Cost Monitor Skill (project-cost-monitor) | Added the capability to collect OA members, monthly planned and actual investment, cross-project personnel investment and log approval data by project roster, producing Excel raw artifacts and a plugin-readable monitor-snapshot.json; account passwords are not persisted in command lines, logs or output |
| Installation and Delivery | Added the one-click installation script install-pm-agent.ps1: automatically creates a Python 3.11+ virtual environment, installs dependencies and Chromium, validates installation package integrity, and deploys the plugin plus seven Skills in one goAdded runtime self-check check_monitor_runtime.py, covering the browser and all Skill dependencies, supporting direct validation after a from-scratch installation on a brand-new machineAutomatically backs up existing plugins and Skills before installation, replaces program assets (bin / ui) as a whole, and leaves the run data directory unaffected Added 2.0.7 handover documents (usage and installation, overall architecture, code and functions, Skills and scripts, interfaces and follow-up development, test cases and expected results) and real test cases (Lenovo X9HP WBS, Jishi Hoping project monitoring) Added a test report archive directory and specification: functional test cases and test reports are stored in directories by version number, with naming conventions, content requirements and desensitization agreements clarified |
2.2 Changes
| Module | Details |
|---|---|
| PM Agent Workbench (plugin) | Overall UI and menu refactoring: changed from flat function pages to "module → submenu" two-level navigation, with function entries trimmed by role, and the old route (manager dashboard) compatibly mapped to "project list" Unified project collection entry: the project list and risk warning no longer each initiate collection, which is uniformly triggered by the ledger sync entry in the project overview, and the risk page is changed to scan locally saved snapshots The plugin executable is renamed from aiko-ext-wbs.exe to aiko-ext-pm.exe, and the plugin code structure is reorganized accordingly, making the name consistent with its actual positioning (a project intelligent workbench, not just WBS)The inline warning information is removed from the project list page, with warnings uniformly converged into the "risk warning" page, leaving the list page focused on project information itself Department filtering is changed from multiple parallel columns to single-column level-by-level drill-down, and the details column is moved forward, shortening the operation path under long department paths |
| Various Skill Data Paths | All Skills' default data paths are unified under ~/.sdw/aiko-ext-pm; the dashboard must not create a second project list of its own, and the project scope is always taken from the unified ledger of project-ledger-sync |
| Manager Dashboard Skill | The data source is changed from mock to real OA data, no longer rendering with sample data; field cleaning and cost field merging logic are adjusted accordingly The gross margin upload entry is retained as a compatibility capability, writing only the actual gross margin without triggering warning calculation; new integrators are recommended to use the interface matched by project number, avoiding duplicate project names and loss on refresh |
2.3 Removed
| Module | Details |
|---|---|
| PM Agent Workbench (plugin) | Removed the inline warning information display on the project list page (no capability is lost; it has been migrated to the "risk warning" page) Removed the independent "project files" menu entry (the view is retained and can still be reached from entries such as the project workspace) |
| Installation Package | Removed runtime artifacts distributed with the package (runtime records such as memory / telemetry / logs); the installation package now contains only program assets and desensitized test materials |
2.4 Bug Fixes
| Module | Details |
|---|---|
| Project Ledger Sync Skill | Fixed the comprehensive collection failure caused by the OA login migration: adapted to the new OA login page selectors, and after login followed the "project management" link to establish an independent old OA session, restoring cross-host data retrieval; the browser channel is automatically selected with Chrome first and Edge second Fixed the issue where project status filtering caused zero query results: status is a single-value field, and the previously submitted multi-status comma-joined string was judged invalid by the backend; it is now submitted without status constraints, with the server returning projects in all statuses Fixed abnormal data crawling logic and pagination / detail parsing failures; when the page structure is abnormal, a non-zero value is returned and the scene is preserved, no longer publishing an incomplete list |
| PM Agent Workbench (plugin) | Fixed the issue where the "sync project ledger" button did not trigger the task from the second click onward: when the task already existed, only a message was appended without triggering execution, causing every subsequent click to perform no actual sync Fixed the white screen issue on the dashboard / monitoring page under certain data Fixed abnormal historical data reading and residual old paths after data directory migration Fixed the issue where residual old frontend resources during upgrade caused a mismatch between the UI and the backend: the program directory is now replaced as a whole, eliminating surviving old hash resources |
| Installation and Delivery | Fixed the issue where a brand-new machine installation failed the self-check due to missing dependencies; completed the dependency list and extended the self-check coverage to all Skills and the browser |
v3.0.0
Release Date: 2026-08-07 | Base Version: v3.0.0
1. Overview
| Item | Content |
|---|---|
| Release Date | 2026-08-07 |
| Version | v3.0.0 |
| Base Version | v3.0.0 |
2. Release Notes
2.1 New Features
| Module | Details |
|---|---|
| Data Extraction Module | 1. Parse xlsx, pdf, doc, ppt and other files 2. Extract personnel qualifications, milestones, feature descriptions and other information into standard format |
| Knowledge Base Query Module | 1. Store feature plans as knowledge base 2. Query knowledge base to assist feature splitting |
| Feature Splitting Module | Implement feature splitting with semantic analysis instead of mechanical splitting |
| Project Scheduling Module | Schedule based on existing features via solver |
2.2 Changes
| Module | Details |
|---|---|
| None | None |
2.3 Removed
| Module | Details |
|---|---|
| None | None |
2.4 Bug Fixes
| Module | Details |
|---|---|
| None | None |