---
phase: 10-pax8-client-auth-foundation
verified: 2026-07-10T22:09:45Z
status: passed
score: 4/4 must-haves verified
overrides_applied: 0
---

# Phase 10: PAX8 Client & Auth Foundation Verification Report

**Phase Goal:** Pulse can authenticate to the PAX8 API via OAuth2 client-credentials, and the Postgres schema for all four PAX8 entities exists — proving the integration pattern before any sync logic is built on top of it.
**Verified:** 2026-07-10T22:09:45Z
**Status:** passed
**Re-verification:** No — initial verification

## Goal Achievement

### Observable Truths (ROADMAP Success Criteria)

| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | `lib/services/pax8-factory.ts` exports `isPax8Configured()`, true only when both env vars set | VERIFIED | `pax8-factory.ts:5-7` — `Boolean(process.env.PAX8_CLIENT_ID && process.env.PAX8_CLIENT_SECRET)`. `pax8-factory.test.ts` (4 tests) covers neither/either/both cases; `npx vitest run` — all green |
| 2 | `getPax8Client()` performs OAuth2 client-credentials exchange against `api.pax8.com/v1` and calls a read-only endpoint with the bearer token | VERIFIED | `pax8-client.ts:23-50` (`getToken()` POSTs JSON body w/ `grant_type`/`audience`) + `:76-78` (`listCompanies()` sends `Authorization: Bearer`). LIVE proof executed: developer ran `npx tsx scripts/verify-pax8-auth.ts` against real PAX8 credentials — output captured in 10-03-SUMMARY.md shows `SUCCESS`, 118 total companies, no secret/token printed. This is real-world evidence, not just a mocked-fetch unit test |
| 3 | Missing/invalid credentials throw a clear, typed error, not silent failure or crash | VERIFIED | `pax8-factory.ts:11-13` throws `'PAX8 is not configured — set PAX8_CLIENT_ID and PAX8_CLIENT_SECRET'`; `pax8-client.ts:41-44` throws `PAX8 token request failed: ${status} ${text}` on non-ok token response. Both paths covered by passing tests |
| 4 | A new numbered migration creates PAX8 tables (companies, subscriptions, products/catalog, orders, company-match/review) with `IF NOT EXISTS` | VERIFIED | `migrations/091_pax8_tables.sql` — 6 `CREATE TABLE IF NOT EXISTS pax8_*` statements. Applied live to `pulse-postgres`: `\dt pax8_*` returns exactly 6 tables. Re-applied a second time during this verification — exit 0, only `NOTICE: ... already exists, skipping` messages, no errors (idempotency independently re-confirmed, not just trusted from SUMMARY) |

**Score:** 4/4 truths verified

### Plan-Level Must-Haves (10-01-PLAN.md, 10-02-PLAN.md, 10-03-PLAN.md)

| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 5 | Token request POSTs JSON body (`Content-Type: application/json`) with `grant_type=client_credentials` and `audience=https://api.pax8.com` | VERIFIED | `pax8-client.ts:30-39`; asserted directly in `pax8-client.test.ts:49-65` |
| 6 | Cached token reused without a second network call until near expiry (`Date.now() < tokenExpiry - 60000`) | VERIFIED | `pax8-client.ts:24`; `pax8-client.test.ts:67-78` asserts `fetch` called exactly once for the token endpoint across two `listCompanies()` calls |
| 7 | `listCompanies()` attaches `Authorization: Bearer <token>` and parses `{ content, page }` envelope | VERIFIED | `pax8-client.ts:57-58,76-78`; `pax8-client.test.ts:90-107` |
| 8 | No PAX8 client secret is ever interpolated into a thrown error, console log, or test assertion | VERIFIED | `grep -n "clientSecret\|CLIENT_SECRET"` on `pax8-client.ts`/`pax8-factory.ts` shows the secret used only in the JSON body / env read, never in a throw/console argument; `grep` on `scripts/verify-pax8-auth.ts` shows no `access_token`/`clientSecret` logging line |
| 9 | Two-table header/line-item design; migration creates all six PAX8 tables | VERIFIED | `091_pax8_tables.sql` — `pax8_orders` (header) + `pax8_order_items` (line, hard FK) alongside `pax8_companies`, `pax8_subscriptions`, `pax8_products`, `pax8_company_match_review` |
| 10 | Every table created with `IF NOT EXISTS` (idempotent re-apply) | VERIFIED | Re-ran migration live during this verification — exit 0, no errors |
| 11 | `pax8_order_items.order_id` hard FK to `pax8_orders(id) ON DELETE CASCADE` | VERIFIED | `091_pax8_tables.sql:125` |
| 12 | `pax8_company_match_review` carries `candidate_company_ids BIGINT[]`, `match_confidences TEXT[]`, hard FK to `pax8_companies(id) ON DELETE CASCADE`, nullable `resolved_to_company_id BIGINT REFERENCES companies(id)` | VERIFIED | `091_pax8_tables.sql:147-157` |
| 13 | No lookback-window column added (D-02) | VERIFIED | No window/earliest-synced column present in `pax8_orders`/`pax8_order_items` |
| 14 | `pax8_orders`/`pax8_order_items` carry `raw_payload JSONB` alongside typed columns (D-03) | VERIFIED | Present on all 5 primary/child tables, not just orders (`grep -c "raw_payload JSONB"` = 5) |
| 15 | Monetary columns `NUMERIC(12,2)` with companion `currency CHAR(3) DEFAULT 'USD'` (D-04) | VERIFIED | `091_pax8_tables.sql:103,105,128-130` |
| 16 | Each primary entity table carries `raw_payload`/`synced_at`/`is_deleted`/`deleted_at` + `idx_<table>_is_deleted` index | VERIFIED | Confirmed on all 5 tables |
| 17 | PAX8 documented in CLAUDE.md External integrations table with `PAX8_*` prefix | VERIFIED | `CLAUDE.md:82` — `| PAX8 | \`PAX8_*\` (OAuth2 client-credentials, read-only partner/reseller API) |` |
| 18 | Verify script prints only counts/status, never token or secret | VERIFIED | `scripts/verify-pax8-auth.ts` — logs only `content.length` and `page.totalElements`; `grep` for `access_token\|clientSecret\|CLIENT_SECRET` returns only the doc-comment line, no logging call |

### Required Artifacts

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `lib/types/pax8.ts` | Typed entity barrel, 6 exports, escape hatches | VERIFIED | `Pax8PageEnvelope`, `Pax8Company`, `Pax8Subscription`, `Pax8Product`, `Pax8Order`, `Pax8OrderItem` all present; each carries `[key: string]: unknown`; no `altVendorSku` |
| `lib/services/pax8-client.ts` | `Pax8Client` class: getToken/fetchJson/listCompanies | VERIFIED | All three methods present, matching behavior spec |
| `lib/services/pax8-factory.ts` | `isPax8Configured`/`getPax8Client`/`_resetPax8Client` | VERIFIED | All three exported and behave per tests |
| `lib/services/pax8-client.test.ts` | Mocked-fetch unit tests | VERIFIED | 4 tests, all passing (`npx vitest run` — 12/12 across both test files) |
| `lib/services/pax8-factory.test.ts` | Config presence + throw + singleton tests | VERIFIED | 8 tests, all passing |
| `migrations/091_pax8_tables.sql` | 6-table PAX8 schema DDL | VERIFIED | 6 `CREATE TABLE IF NOT EXISTS pax8_*`; applied live; idempotent re-apply confirmed independently |
| `scripts/verify-pax8-auth.ts` | Live auth-proof script | VERIFIED | Exists, imports `getPax8Client`, secret-safe logging, live-run output captured in 10-03-SUMMARY.md |
| `CLAUDE.md` | PAX8 row in External integrations table | VERIFIED | Confirmed present |
| `INTEGRATIONS.md` | PAX8 section | N/A (does not exist at repo root) | Plan explicitly allowed skipping if absent — confirmed absent, correctly not created as a stub |

### Key Link Verification

| From | To | Via | Status | Details |
|------|-----|-----|--------|---------|
| `pax8-factory.ts` | `pax8-client.ts` | `import { Pax8Client }` | WIRED | `pax8-factory.ts:1` |
| `pax8-client.ts` | `lib/types/pax8.ts` | `import type { Pax8Company, Pax8PageEnvelope }` | WIRED | `pax8-client.ts:7` |
| `pax8_order_items.order_id` | `pax8_orders(id)` | FK ON DELETE CASCADE | WIRED | `091_pax8_tables.sql:125` |
| `pax8_company_match_review.resolved_to_company_id` | `companies(id)` | FK ON DELETE SET NULL | WIRED | `091_pax8_tables.sql:155` |
| `pax8_company_match_review.pax8_company_id` | `pax8_companies(id)` | FK ON DELETE CASCADE | WIRED | `091_pax8_tables.sql:149` |
| `scripts/verify-pax8-auth.ts` | `pax8-factory.ts` | `import { getPax8Client }` | WIRED | `verify-pax8-auth.ts:22`; live-run output confirms the call actually executes end-to-end (not merely imported) |

### Behavioral Spot-Checks

| Behavior | Command | Result | Status |
|----------|---------|--------|--------|
| Unit tests for client + factory pass | `npx vitest run lib/services/pax8-client.test.ts lib/services/pax8-factory.test.ts` | 2 files, 12/12 tests passed | PASS |
| Migration creates exactly 6 tables in live DB | `docker exec pulse-postgres psql ... "\dt pax8_*"` | 6 rows returned (companies, company_match_review, order_items, orders, products, subscriptions) | PASS |
| Migration is idempotent | Re-ran `091_pax8_tables.sql` against the live DB during this verification | Exit 0, only `NOTICE: already exists, skipping` | PASS |
| No secret leakage in client/factory/verify-script | `grep -n "clientSecret\|CLIENT_SECRET\|access_token" ...` | Secret only used in JSON body / env read; never in throw/console | PASS |
| `npx tsc --noEmit --pretty` clean for PAX8 files | full project run | 2 pre-existing errors in unrelated untracked file `scripts/diagnose-ticket-varchar-overflow.ts` (not part of this phase's `files_modified`); zero errors touching any pax8-*/migrations/091 file | PASS (scoped) |

### Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
|-------------|-------------|-------------|--------|----------|
| PAX8-01 | 10-01, 10-02, 10-03 | OAuth2 client-credentials auth against `api.pax8.com/v1` | SATISFIED | `pax8-client.ts` token exchange + live-proof run (118 companies) |
| PAX8-02 | 10-01, 10-02, 10-03 | `isPax8Configured()` helper following `is<Name>Configured()` pattern | SATISFIED | `pax8-factory.ts:5-7`, fully tested |

REQUIREMENTS.md traceability table lists both PAX8-01 and PAX8-02 as "Phase 10 / Complete" — matches plan-declared requirement IDs. No orphaned requirements for Phase 10 (PAX8-03 through PAX8-14 are correctly mapped to Phases 11-14, not this phase).

### Anti-Patterns Found

No blocker-level anti-patterns (no TBD/FIXME/XXX, no placeholder returns, no stub handlers) in any file this phase modified.

| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| `lib/services/pax8-client.ts` | 46-49 | Token response used without shape validation (`data.access_token` read with no check); non-null assertion masks a potential `undefined` | INFO | Flagged in 10-REVIEW.md (WR-01). Not exploitable today (only caller is the manual verify script); relevant before Phase 11/12 wire this into a scheduled sync with no human watching stdout |
| `lib/services/pax8-client.ts` | 55-73 | No cache invalidation on a `401` mid-lifetime (token revoked) | INFO | 10-REVIEW.md WR-02 — self-heals only after natural expiry (~24h) or restart; not a Phase 10 goal-blocker since nothing schedules this client yet |
| `lib/services/pax8-client.ts` | 62 | `Retry-After` header parsed with `parseInt`, doesn't handle HTTP-date form; `Math.max(30, NaN)` degrades the backoff floor | INFO | 10-REVIEW.md WR-03 — real bug, but the 429 path is unreachable in Phase 10 (only call is a single manual `listCompanies` proof, size=1, well under the 1000/min limit) |
| `lib/services/pax8-client.ts` | 23-50 | No coalescing of concurrent `getToken()` calls on a cold cache | INFO | 10-REVIEW.md WR-04 — matters once multiple API routes share the singleton concurrently; no such caller exists yet in Phase 10 |

These are pre-existing 10-REVIEW.md findings, correctly scoped as forward-looking robustness gaps for Phase 11/12 (which will build a scheduled sync on top of this client), not Phase 10 goal failures — Phase 10's goal was proving the auth handshake and schema exist, which the passing tests and live proof confirm. Recommend the planner for Phase 11 pick up WR-01/WR-02/WR-03/WR-04 before wiring this client into the cron scheduler.

### Human Verification Required

None outstanding. The one human-verify checkpoint this phase defines (10-03 Task 2 — live PAX8 credential proof) was already executed by the developer during phase execution; the transcript is captured verbatim in 10-03-SUMMARY.md (`SUCCESS`, 118 total companies, no secret printed) and independently corroborated here by re-inspecting the committed script and re-confirming the live DB/table state.

### Gaps Summary

No gaps. All 4 ROADMAP success criteria and all plan-level must-haves across 10-01/10-02/10-03 are independently verified against the live codebase and (where applicable) the live dev database — not just SUMMARY.md narrative. Both PAX8-01 and PAX8-02 requirements are satisfied. The four INFO-level findings carried over from 10-REVIEW.md are legitimate forward-looking robustness gaps for Phase 11/12, not blockers to this phase's stated goal.

---

_Verified: 2026-07-10T22:09:45Z_
_Verifier: Claude (gsd-verifier)_
