---
phase: 10-pax8-client-auth-foundation
plan: 03
subsystem: infra
tags: [pax8, oauth2, integration-docs, verify-script, dotenv]

# Dependency graph
requires:
  - phase: 10-pax8-client-auth-foundation (Plan 01)
    provides: Pax8Client (lib/services/pax8-client.ts), getPax8Client()/isPax8Configured() factory (lib/services/pax8-factory.ts), Pax8Company/Pax8PageEnvelope types (lib/types/pax8.ts)
provides:
  - Live auth-proof script (scripts/verify-pax8-auth.ts) confirming real OAuth2 client-credentials token exchange + read-only /companies call against api.pax8.com
  - PAX8 row in CLAUDE.md's External integrations table (PAX8_* env prefix)
  - Developer-confirmed proof of Phase 10 Success Criterion #2 (real token exchange + real endpoint call, not mocked)
affects: [11-pax8-current-state-sync, 12-pax8-historical-sync-matching]

# Tech tracking
tech-stack:
  added: []
  patterns:
    - "One-off live-proof scripts mirror the existing scripts/*.ts dotenv pattern: config({ path: resolve(__dirname, '../.env.local') }) before importing any lib/services module"
    - "Verify scripts print only counts/status, never tokens or secrets — enforced by grep in the plan's acceptance criteria"

key-files:
  created:
    - scripts/verify-pax8-auth.ts
  modified:
    - CLAUDE.md
    - .planning/deferred-items.md

key-decisions:
  - "INTEGRATIONS.md does not exist at the repo root — skipped that edit per the plan's explicit instruction (do not create a stub); CLAUDE.md's External integrations table is the only doc target that exists today"
  - "Live verification was run by the developer (not the executor) per the checkpoint's human-verify gate — real PAX8_CLIENT_SECRET was added to the gitignored .env.local and never touched git history"

patterns-established:
  - "Pattern: live auth-proof scripts for new external integrations — one-off scripts/*.ts loading .env.local via dotenv, logging only success/count/status, run manually via npx tsx"

requirements-completed: [PAX8-01, PAX8-02]

# Metrics
duration: 4min
completed: 2026-07-10
---

# Phase 10 Plan 03: PAX8 Live Auth-Proof + Documentation Summary

**Live OAuth2 client-credentials token exchange against api.pax8.com verified end-to-end (118 companies returned), plus PAX8 documented in CLAUDE.md's External integrations table.**

## Performance

- **Duration:** ~4 min (task 1 automated work) + developer-run checkpoint verification
- **Started:** 2026-07-10T17:41:44-04:00
- **Completed:** 2026-07-10 (checkpoint resolved same session)
- **Tasks:** 2 completed (1 automated, 1 human-verify checkpoint)
- **Files modified:** 3 (1 created, 2 modified)

## Accomplishments
- Created `scripts/verify-pax8-auth.ts`, a live auth-proof script that calls `getPax8Client().listCompanies(0, 1)` through the Plan 01 client and factory, proving the real PAX8 OAuth2 client-credentials flow (not just the mocked unit tests from Plan 01)
- Added a PAX8 row (`PAX8_*` env prefix) to `CLAUDE.md`'s External integrations table
- Developer ran the script with real credentials in `.env.local` (gitignored) and confirmed: live token exchange succeeded, `/companies` returned data — **118 total companies**, 1 returned for the requested page size — closing out Phase 10 Success Criterion #2 with a real (not mocked) proof

## Task Commits

Each task was committed atomically:

1. **Task 1: Write the live auth-proof script + document PAX8 in CLAUDE.md and INTEGRATIONS.md** - `076c862` (feat)
   - Follow-up: `72bba30` (docs) — logged pre-existing, unrelated `tsc` errors to `.planning/deferred-items.md` (scope boundary; see Deviations below)
2. **Task 2: Live PAX8 auth-proof (developer adds credentials)** - checkpoint resolved via developer-run script; no code changes, no commit (verification-only task)

**Plan metadata:** (this SUMMARY's commit, immediately following)

## Files Created/Modified
- `scripts/verify-pax8-auth.ts` - Live auth-proof script: loads `.env.local`, calls `getPax8Client().listCompanies(0, 1)`, prints only company count + `page.totalElements`, never the token or client secret
- `CLAUDE.md` - Added `PAX8` row to the External integrations table (`PAX8_*` prefix)
- `.planning/deferred-items.md` - Logged (did not fix) pre-existing unrelated `tsc` errors found during Task 1 verification

## Decisions Made
- `INTEGRATIONS.md` does not exist at the repo root today, so that half of Task 1's action was skipped exactly as the plan instructed (no stub file created). `CLAUDE.md`'s External integrations table is the sole canonical doc target that exists.
- The live token-exchange proof was executed by the developer, not the executor, per the checkpoint's human-verify gate — the executor never had access to real PAX8 credentials and the plan explicitly requires the developer to run it themselves.

## Deviations from Plan

### Auto-fixed Issues

**1. [Scope boundary — logged, not fixed] Pre-existing `tsc` errors unrelated to this plan**
- **Found during:** Task 1 verification (`npx tsc --noEmit --pretty`)
- **Issue:** `lib/services/sync-scheduler.ts` (lines 446, 450) references `@/lib/services/appgate-factory` and `@/lib/services/appgate-sync-service`, neither of which exists in this worktree's checkout (they are untracked/uncommitted files in the main repo working tree, so they were not carried into this worktree's base commit). This predates and is unrelated to this plan's files.
- **Fix:** None applied — out of scope per the SCOPE BOUNDARY rule (only fix issues directly caused by this plan's changes). Confirmed `scripts/verify-pax8-auth.ts` itself has zero `tsc` errors.
- **Files modified:** `.planning/deferred-items.md` (logged only)
- **Verification:** `npx tsc --noEmit --pretty | grep verify-pax8-auth` → no output (clean); the two pre-existing errors are unchanged from what Plan 01's SUMMARY already logged for the same file
- **Committed in:** `72bba30`

---

**Total deviations:** 1 logged-only (scope boundary; no code changes)
**Impact on plan:** None — this plan's own files (`scripts/verify-pax8-auth.ts`, `CLAUDE.md`) type-check clean and meet every acceptance criterion. The pre-existing `sync-scheduler.ts` errors are a known, separately-tracked issue from before this plan started.

## Issues Encountered
None beyond the logged pre-existing `tsc` errors above (out of scope, not blocking).

## User Setup Required

**External services required manual configuration — completed.** The developer added `PAX8_CLIENT_ID` and `PAX8_CLIENT_SECRET` to the gitignored `.env.local` (confirmed: `.gitignore` line 34 is `.env*`, and this file is never tracked in git) and ran:

```
npx tsx scripts/verify-pax8-auth.ts
```

Confirmed output:
```
[dotenv@17.2.3] injecting env (87) from .env.local
[verify-pax8-auth] Requesting live PAX8 token + /companies read...
[PAX8] Client initialized
[verify-pax8-auth] SUCCESS
[verify-pax8-auth] companies returned this page: 1
[verify-pax8-auth] total companies (page.totalElements): 118
```

No secrets were printed. Live token exchange + read-only endpoint call both succeeded — Phase 10 Success Criterion #2 is now verified against the real PAX8 API, not just mocked unit tests.

## Next Phase Readiness

Phase 10 (pax8-client-auth-foundation) is now fully closed out:
- Plan 01: `Pax8Client` + `getPax8Client()`/`isPax8Configured()` factory + types + migration + mocked unit tests
- Plan 02: (see 10-02-SUMMARY.md)
- Plan 03 (this plan): live auth-proof + documentation

Phase 11 (pax8-current-state-sync) can now build the companies/subscriptions/catalog/orders sync on top of a client whose OAuth2 handshake has been proven live, with the correct `audience` value already confirmed working end-to-end — no more risk of discovering a wrong-audience 403 mid-sync-build.

No blockers or concerns carried forward from this plan.

---
*Phase: 10-pax8-client-auth-foundation*
*Completed: 2026-07-10*

## Self-Check: PASSED

- FOUND: scripts/verify-pax8-auth.ts
- FOUND: PAX8 row in CLAUDE.md
- FOUND: .planning/phases/10-pax8-client-auth-foundation/10-03-SUMMARY.md
- FOUND: commit 076c862 (feat: verify script + CLAUDE.md)
- FOUND: commit 72bba30 (docs: deferred-items note)
