---
gsd_state_version: 1.0
milestone: v2.0
milestone_name: PAX8 Integration
status: executing
stopped_at: Phase 14 UI-SPEC approved
last_updated: "2026-07-11T18:25:20.328Z"
last_activity: 2026-07-11 -- Phase 14 execution started
progress:
  total_phases: 5
  completed_phases: 4
  total_plans: 20
  completed_plans: 14
  percent: 70
---

# Project State

## Project Reference

See: .planning/PROJECT.md (updated 2026-07-10)

**Core value:** Managers can see PAX8 subscription costs and seat counts alongside existing Autotask company data in Pulse, without manually cross-referencing PAX8's own portal.
**Current focus:** Phase 14 — pax8-ui-surface

## Current Position

Phase: 14 (pax8-ui-surface) — EXECUTING
Plan: 1 of 6
Status: Executing Phase 14
Last activity: 2026-07-11 -- Phase 14 execution started

Progress: [░░░░░░░░░░] 0%

## Performance Metrics

**Velocity:**

- Total plans completed: 44 (all from v1.0 Mobile Shell Redesign)
- Average duration: —
- Total execution time: 0.0 hours (v2.0)

**By Phase:**

| Phase | Plans | Total | Avg/Plan |
|-------|-------|-------|----------|
| 01 | 2 | - | - |
| 02 | 2 | - | - |
| 03 | 2 | - | - |
| 04 | 3 | - | - |
| 05 | 2 | - | - |
| 06 | 3 | - | - |
| 07 | 3 | - | - |
| 07.1 | 5 | - | - |
| 08 | 2 | - | - |
| 09 | 6 | - | - |
| 09.1 | 1 | - | - |
| 10 | 3 | - | - |
| 11 | 3 | - | - |
| 12 | 5 | - | - |
| 13 | 3 | - | - |
| 14 | TBD | - | - |

**Recent Trend:**

- Last 5 plans: — (v1.0 closed; v2.0 not yet executed)
- Trend: —

*Updated after each plan completion*

## Accumulated Context

### Decisions

Decisions are logged in PROJECT.md Key Decisions table.
Recent decisions affecting current work:

- v2.0 roadmap: 5 phases (10-14), strictly sequential — auth foundation →
  current-state sync → historical sync + company matching → scheduler/admin
  toggle → UI — each phase is a hard dependency on the previous, no
  parallelization within this milestone

- Phase 10 isolates OAuth2 client-credentials auth + the full PAX8 schema
  migration before any sync logic is written, to de-risk the new external
  integration early

- PAX8-08 (read-only guarantee) and PAX8-11 (flag don't guess) are treated as
  constraints verified within their natural sync phase (11 and 12
  respectively), not standalone phases

- PAX8-12 (admin resolves flagged matches) is delivered on the `/pax8` page
  itself (Phase 14) rather than a separate `/admin` surface — `/pax8` is the
  dedicated home for this integration's data and review workflow

### Pending Todos

None yet.

### Blockers/Concerns

None yet.

## Deferred Items

Items acknowledged and carried forward from previous milestone close:

| Category | Item | Status | Deferred At |
|----------|------|--------|-------------|
| Follow-up | Tablet breakpoint (`md:max-w-2xl`) on mobile shell | Deferred | v1.0 close |
| Follow-up | Real notification list behind Bell icon | Deferred | v1.0 close |
| Follow-up | Scroll restoration on Engagement profile back navigation (partial fix only) | Deferred | v1.0 close |

## Session Continuity

Last session: 2026-07-11T17:25:07.458Z
Stopped at: Phase 14 UI-SPEC approved
Resume file: .planning/phases/14-pax8-ui-surface/14-UI-SPEC.md
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