---
phase: 11-company-catalog-subscription-sync
verified: 2026-07-10T21:10:00Z
status: passed
score: 4/4 roadmap success criteria verified (12/12 plan-level truths verified)
overrides_applied: 0
---

# Phase 11: Company, Catalog & Subscription Sync Verification Report

**Phase Goal:** PAX8 companies, the product catalog, and current subscriptions are synced into Postgres and are human-readable (not raw SKU IDs) — the "current state" half of the integration.
**Verified:** 2026-07-10T21:10:00Z
**Status:** passed
**Re-verification:** No — initial verification

## Method

This phase's SUMMARY.md (11-03) claims live verification against the real PAX8
API and dev Postgres was already performed and approved by the developer. That
claim was **not** taken on trust. Independent verification performed here:

1. Read all source files (migrations/092, lib/types/pax8.ts, lib/services/pax8-client.ts,
   lib/services/pax8-sync-service.ts, app/api/pax8/sync/route.ts) line-by-line.
2. Ran `npx tsc --noEmit --pretty` — no errors in any Phase 11 file (2 pre-existing
   errors remain in an unrelated untracked script, `scripts/diagnose-ticket-varchar-overflow.ts`,
   confirmed unrelated to this phase).
3. Ran `npx vitest run lib/services/pax8-client.test.ts` — 9/9 passed.
4. Ran grep gates for the read-only invariant myself (not copied from SUMMARY).
5. **Connected directly to the live `pulse-postgres` container** and ran the exact
   SQL queries from 11-03-PLAN.md's `<how-to-verify>` section myself, independent
   of the developer's earlier session — confirming row counts, the join output,
   and sync_history rows.

## Goal Achievement

### Observable Truths (ROADMAP Success Criteria)

| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1 | Running the sync populates a companies table with every PAX8 company (PAX8 ID, name, other identifying fields) | VERIFIED | `syncCompanies()` in pax8-sync-service.ts upserts id/name/external_id/website/status/city/state_or_province/postal_code/country + raw_payload. Live DB: `SELECT count(*) FROM pax8_companies WHERE is_deleted=false` → **118** (independently queried, not copied from SUMMARY) |
| 2 | Running the sync populates a product/catalog table (SKUs, categories) and a subscriptions table (product, seat count, billing term) per company | VERIFIED | `syncProducts()` upserts sku/vendor_sku/name/category; `syncSubscriptions()` upserts product_id/quantity/billing_term/price/partner_cost/currency. Live DB: pax8_products → **46** rows, pax8_subscriptions → **445** rows, all 445 have price and/or partner_cost populated (`SELECT count(*) FROM pax8_subscriptions WHERE price IS NOT NULL OR partner_cost IS NOT NULL` → 445) |
| 3 | A synced subscription row displays a readable product name and category by joining to the catalog table — not a bare SKU/product ID | VERIFIED | Ran the join myself: `SELECT s.id, p.name, p.category, s.quantity, s.price, s.partner_cost FROM pax8_subscriptions s JOIN pax8_products p ON p.id=s.product_id WHERE s.is_deleted=false LIMIT 5` returned rows like `"Exchange Online (Plan 1) [New Commerce Experience]" / "Microsoft"` — human-readable, not UUIDs/SKUs. Also confirmed D-01 (referenced-only catalog): `SELECT count(*) FROM pax8_products p WHERE p.is_deleted=false AND NOT EXISTS (SELECT 1 FROM pax8_subscriptions s WHERE s.product_id=p.id)` → **0** |
| 4 | No code path in the PAX8 client or this sync service issues a write (POST/PUT/PATCH/DELETE) to the PAX8 API — every call is a read | VERIFIED | `grep -nE "method:[[:space:]]*['\"](PUT\|PATCH\|DELETE)" lib/services/pax8-client.ts` → empty. Only `method: 'POST'` in the client targets `/v1/token` (OAuth handshake, not a data write). `grep -nE "method:[[:space:]]*['\"](POST\|PUT\|PATCH\|DELETE)" lib/services/pax8-sync-service.ts` → empty, and `grep -nE "[^.]fetch\(" lib/services/pax8-sync-service.ts` → empty (service never issues HTTP itself, only calls `Pax8Client`'s read methods) |

**Score:** 4/4 ROADMAP success criteria verified

### Plan-Level Must-Have Truths (supplementary, all merged/confirmed)

| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 5 | pax8_subscriptions has price, partner_cost, currency columns (D-03/D-04) | VERIFIED | migrations/092 adds all 3 via `ADD COLUMN IF NOT EXISTS`; `\d pax8_subscriptions` confirms live schema has all 3 |
| 6 | Client can page through all companies/subscriptions/products via read-only GET | VERIFIED | `paginateAll<T>()` private helper + `listAllCompanies/listAllSubscriptions/listAllProducts`; 9 mocked tests pass incl. multi-page concatenation |
| 7 | No PUT/PATCH/DELETE in client; only POST is OAuth token exchange | VERIFIED | Grep confirms; single `fetch('https://api.pax8.com/v1/token', {method:'POST',...})` call site |
| 8 | Referenced-but-unknown products resolved in the same single-pass sync (D-02), not fabricated | VERIFIED | `syncProducts()` builds a `Map` from one `listAllProducts()` call, filters to `referencedProductIds`, logs+skips missing ids without inserting a row or dropping the subscription |
| 9 | Companies/subscriptions/products no longer returned by PAX8 are soft-deleted, never hard-removed (D-05/D-06) | VERIFIED | All 3 tombstone UPDATEs use `is_deleted=true, deleted_at=NOW()`, no DELETE statement anywhere in the file; `grep -cE "<> ALL\(\$1::uuid\[\]\)"` → 3 |
| 10 | fullSync is the only sync mode; no incrementalSync (D-07) | VERIFIED | Only `async fullSync(...)` exists; grep for `incrementalSync` shows only comment mentions explaining its absence |
| 11 | Every fullSync run performs the complete tombstone/reconciliation pass unconditionally (D-08) | VERIFIED | Tombstone UPDATE runs after every entity loop unconditionally (skipped only when the seen-set is empty, guarding against a mass-delete on a failed/empty pull — this is the documented safety guard, not a conditional skip of reconciliation itself) |
| 12 | POST /api/pax8/sync fire-and-forget + 409 on concurrent trigger | VERIFIED | Route checks `isSyncInProgress()` → 409; otherwise calls `svc.fullSync(triggeredBy).catch(...)` without `await` and returns 200 immediately |

**Combined score:** 12/12 truths verified

### Required Artifacts

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `migrations/092_pax8_subscription_costs.sql` | price/partner_cost/currency columns | VERIFIED | 3x `ADD COLUMN IF NOT EXISTS`, additive only, applied to dev DB (confirmed via live `\d`) |
| `lib/types/pax8.ts` | cost fields, sync-result shapes | VERIFIED | `price`, `partnerCost`, `currencyCode` on `Pax8Subscription`; `vendorName` on `Pax8Product`; `Pax8SyncResult`/`Pax8EntitySyncResult` exported |
| `lib/services/pax8-client.ts` | read-only pagination helpers | VERIFIED | `listAllCompanies/listAllSubscriptions/listAllProducts` present, GET-only, wired through `fetchJson()` |
| `lib/services/pax8-client.test.ts` | mocked-fetch coverage | VERIFIED | 9/9 tests pass (ran directly, not trusted from SUMMARY) |
| `lib/services/pax8-sync-service.ts` | `Pax8SyncService`, `getPax8SyncService` | VERIFIED | Both exported; `fullSync` orchestrates companies→subscriptions→products with tombstone reconciliation |
| `app/api/pax8/sync/route.ts` | fire-and-forget POST + GET | VERIFIED | Both `POST` and `GET` exported; not in `middleware.ts` public allowlist (`grep -c "pax8" middleware.ts` → 0) |

### Key Link Verification

| From | To | Via | Status | Details |
|------|-----|-----|--------|---------|
| `pax8-client.ts` | `lib/types/pax8.ts` | imports Pax8Company/Subscription/Product/PageEnvelope | WIRED | Confirmed via `gsd-sdk query verify.key-links` |
| `pax8-sync-service.ts` | `getPax8Client()` | constructor default | WIRED | Confirmed via `gsd-sdk query verify.key-links` and manual read |
| `pax8-sync-service.ts` | `postgresClient` | parameterized upsert + tombstone | WIRED | Automated tool reported false negative (`postgresClient\\.query` regex-escaping issue); manually confirmed `grep -c "postgresClient\.query" lib/services/pax8-sync-service.ts` → 8 |
| `pax8_subscriptions.product_id` | `pax8_products.id` | readable-name join | WIRED | Not a file-path link — automated tool can't check DB-column links; **independently verified by running the live join query myself** (see truth #3 above) |
| `app/api/pax8/sync/route.ts` | `getPax8SyncService().fullSync` | fire-and-forget call | WIRED | Confirmed via `gsd-sdk query verify.key-links` and manual read (`svc.fullSync(triggeredBy).catch(...)`, no `await`) |
| `POST /api/pax8/sync` | `pax8_companies/subscriptions/products` | live sync run populates rows | WIRED | Not a file-path link — **independently confirmed via live DB query**: `sync_history` shows two `entity_type='pax8'` rows with `status='completed'`, `records_added=609`, `records_deleted=0` (idempotent re-run), matching the row counts found in the tables themselves |

### Data-Flow Trace (Level 4)

| Artifact | Data Variable | Source | Produces Real Data | Status |
|----------|---------------|--------|---------------------|--------|
| `pax8_companies` | `companies` from `client.listAllCompanies()` | Live PAX8 API via OAuth2 client-credentials | Yes — 118 real rows, independently queried | FLOWING |
| `pax8_subscriptions` | `subscriptions` from `client.listAllSubscriptions()` | Live PAX8 API | Yes — 445 real rows with price/partner_cost, independently queried | FLOWING |
| `pax8_products` | `products` filtered by `referencedProductIds` | Live PAX8 API via `client.listAllProducts()` | Yes — 46 real referenced-only rows, independently queried | FLOWING |

### Behavioral Spot-Checks

| Behavior | Command | Result | Status |
|----------|---------|--------|--------|
| No PUT/PATCH/DELETE in client | `grep -nE "method:[[:space:]]*['\"](PUT\|PATCH\|DELETE)" lib/services/pax8-client.ts` | empty | PASS |
| No mutating verb or bare `fetch(` in sync service | `grep -nE "method:...(POST\|PUT\|PATCH\|DELETE)" / `[^.]fetch\(`` on pax8-sync-service.ts | both empty | PASS |
| Type check | `npx tsc --noEmit --pretty` | no errors in Phase 11 files | PASS |
| Unit tests | `npx vitest run lib/services/pax8-client.test.ts` | 9/9 passed | PASS |
| Live row counts | psql direct query against `pulse-postgres` | 118 companies / 445 subscriptions / 46 products, all subs cost-bearing | PASS |
| Readable join | psql direct query | human-readable name + category returned, not SKU/UUID | PASS |
| Referenced-only catalog (D-01) | psql direct query | 0 unreferenced non-deleted products | PASS |

### Probe Execution

No `scripts/*/tests/probe-*.sh` probes declared or discovered for this phase. SKIPPED (no probes applicable — this phase's live-verification mechanism is a manual DB/API checkpoint, not a probe script).

### Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
|-------------|------------|-------------|--------|----------|
| PAX8-03 | 11-02, 11-03 | Pulse syncs PAX8 companies into Postgres | SATISFIED | `syncCompanies()` + live 118-row count |
| PAX8-04 | 11-01, 11-02, 11-03 | Pulse syncs PAX8 subscriptions (product, seat count, billing term) into Postgres | SATISFIED | `syncSubscriptions()` + live 445-row count with price/partner_cost |
| PAX8-05 | 11-01, 11-02, 11-03 | Pulse syncs PAX8 product catalog (SKUs, categories) into Postgres, so subscriptions are human-readable | SATISFIED | `syncProducts()` + live join returning readable name/category |
| PAX8-08 | 11-01, 11-02, 11-03 | All PAX8 sync operations are read-only — no writes back to the PAX8 API | SATISFIED | Grep evidence (client + sync service), confirmed by direct inspection |

No orphaned requirements: REQUIREMENTS.md maps exactly PAX8-03, PAX8-04, PAX8-05, PAX8-08 to Phase 11 (lines 58-61), and all four appear in every plan's `requirements:` frontmatter for this phase. Note: REQUIREMENTS.md checkboxes for these four still show `[ ]` (unchecked) as of this verification — that file has not yet been updated to reflect Phase 11 completion; this is a documentation-sync item, not a functional gap (flagged for the orchestrator to update REQUIREMENTS.md checkboxes).

### Anti-Patterns Found

No blocker-level anti-patterns (TBD/FIXME/XXX/TODO/HACK/PLACEHOLDER) found in any of the 6 files this phase modified. The independent code review (`11-REVIEW.md`, standard depth, 2026-07-10) found 0 critical findings and 5 warnings, none of which contradict the phase's success criteria:

| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| `lib/services/pax8-client.ts` | 62 | `Retry-After` backoff breaks on HTTP-date-form header (`parseInt` → `NaN`) | WARNING (carried over from Phase 10, unfixed) | Reliability risk under sustained 429s; does not block the observed successful live sync (445 subscriptions synced without hitting this path) |
| `lib/services/pax8-sync-service.ts` | 113-173, 175-253, 262-325 | Whole-loop try/catch reports `upserted:0` on a mid-loop row failure even though earlier rows already committed | WARNING | Misreporting only, not data loss; live run had 0 failures |
| `app/api/pax8/sync/route.ts` | 5-20 | `POST` has no try/catch — missing PAX8 credentials throw unhandled instead of returning 503 | WARNING | Credentials were present and valid for the live run; this is an error-path gap, not a goal blocker |
| `lib/services/pax8-client.ts` | 23-50 | `getToken()` has no response-shape validation (carried over from Phase 10, unfixed) | WARNING | Same class of issue as above — didn't manifest in the live run |
| `app/api/pax8/sync/route.ts` | 5-7 | `triggeredBy` from request body is unvalidated (any type) | WARNING | Low impact, authenticated internal endpoint |

These are legitimate code-quality gaps worth fixing but do not fail any of the four ROADMAP success criteria — the phase goal (data synced, human-readable, read-only) is independently confirmed true regardless of them.

### Human Verification Required

None. The phase's own plan (11-03-PLAN.md Task 2) specified a `checkpoint:human-verify` gate for the live sync run, and the developer already ran and approved it per 11-03-SUMMARY.md. This verifier did not stop at trusting that summary — it independently re-ran the exact same DB queries against the live `pulse-postgres` container and confirmed identical results (118/445/46, readable join, 0 unreferenced products, completed sync_history rows). No further human action is needed.

### Gaps Summary

No gaps. All 4 ROADMAP success criteria and all 12 merged plan-level truths are independently verified against the actual codebase and the live database — not merely asserted by SUMMARY.md. The five WARNING-level code-review findings (retry-after date-header bug, error-count misreporting on partial failure, missing try/catch on POST, unvalidated token-response shape, unvalidated triggeredBy) are real but do not block phase goal achievement; they are recommended follow-up hardening, not blockers.

---

_Verified: 2026-07-10T21:10:00Z_
_Verifier: Claude (gsd-verifier)_
