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docs(phase-13): complete phase execution

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lorentz 2026-07-11 11:44:06 -04:00
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8
.planning/REQUIREMENTS.md
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@ -19,9 +19,9 @@ Requirements for this milestone. Each maps to a roadmap phase.
- [x] **PAX8-04**: Pulse syncs PAX8 subscriptions (product, seat count, billing term) into Postgres
- [x] **PAX8-05**: Pulse syncs PAX8 product catalog (SKUs, categories) into Postgres, so subscriptions are human-readable
- [x] **PAX8-06**: Pulse syncs PAX8 orders/invoices (historical line items) into Postgres, enabling cost reconciliation over time, not just current-state seats
- [ ] **PAX8-07**: Sync runs on a daily schedule via the existing `sync-scheduler.ts` cron pattern
- [x] **PAX8-07**: Sync runs on a daily schedule via the existing `sync-scheduler.ts` cron pattern
- [x] **PAX8-08**: All PAX8 sync operations are read-only — no writes back to the PAX8 API (no seat adjustments, no order placement)
- [ ] **PAX8-09**: PAX8 integration can be toggled on/off via `/admin/integrations`, consistent with other integrations (`integration_settings` table)
- [x] **PAX8-09**: PAX8 integration can be toggled on/off via `/admin/integrations`, consistent with other integrations (`integration_settings` table)
### PAX8 — Company Matching
@ -62,8 +62,8 @@ Requirements for this milestone. Each maps to a roadmap phase.
| PAX8-06 | Phase 12 | Complete |
| PAX8-10 | Phase 12 | Complete |
| PAX8-11 | Phase 12 | Complete |
| PAX8-07 | Phase 13 | Pending |
| PAX8-09 | Phase 13 | Pending |
| PAX8-07 | Phase 13 | Complete |
| PAX8-09 | Phase 13 | Complete |
| PAX8-12 | Phase 14 | Pending |
| PAX8-13 | Phase 14 | Pending |
| PAX8-14 | Phase 14 | Pending |

6
.planning/ROADMAP.md
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@ -240,7 +240,7 @@ render, including the manual-resolution workflow for flagged companies.
- [x] **Phase 10: PAX8 Client & Auth Foundation** — OAuth2 client-credentials auth, `isPax8Configured()`, and the PAX8 schema migration (completed 2026-07-10)
- [x] **Phase 11: Company, Catalog & Subscription Sync** — Read-only sync of current-state companies, product catalog, and subscriptions into Postgres (completed 2026-07-11)
- [x] **Phase 12: Orders/Invoices & Company Matching** — Historical cost sync plus fuzzy-name auto-matching (with flagging) of PAX8 companies to Autotask companies (completed 2026-07-11)
- [ ] **Phase 13: Scheduler & Admin Toggle** — Daily `pax8-daily` cron entry and an on/off switch in `/admin/integrations`
- [x] **Phase 13: Scheduler & Admin Toggle** — Daily `pax8-daily` cron entry and an on/off switch in `/admin/integrations` (completed 2026-07-11)
- [ ] **Phase 14: /pax8 UI Surface** — New page listing companies/subscriptions/cost breakdown, plus manual resolution of flagged company matches
## Phase Details
@ -304,7 +304,7 @@ render, including the manual-resolution workflow for flagged companies.
**Plans**: 3 plans
- [x] 13-01-PLAN.md — Migration 096 pax8-daily seed + dual-guarded scheduler branch + CLAUDE.md precedent note (PAX8-07, PAX8-09)
- [x] 13-02-PLAN.md — checkConfigOnly('pax8') admin-integrations row + POST /api/pax8/sync 403 disabled-gate (PAX8-09)
- [ ] 13-03-PLAN.md — Live verification checkpoint of Phase 13 SC#1-4 (PAX8-07, PAX8-09)
- [x] 13-03-PLAN.md — Live verification checkpoint of Phase 13 SC#1-4 (PAX8-07, PAX8-09)
**UI hint**: no
### Phase 14: /pax8 UI Surface
@ -340,7 +340,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph
| 10. PAX8 Client & Auth Foundation | v2.0 | 3/3 | Complete | 2026-07-10 |
| 11. Company, Catalog & Subscription Sync | v2.0 | 3/3 | Complete | 2026-07-11 |
| 12. Orders/Invoices & Company Matching | v2.0 | 5/5 | Complete | 2026-07-11 |
| 13. Scheduler & Admin Toggle | v2.0 | 2/3 | In Progress| |
| 13. Scheduler & Admin Toggle | v2.0 | 3/3 | Complete | 2026-07-11 |
| 14. /pax8 UI Surface | v2.0 | 0/TBD | Not started | - |
---

22
.planning/STATE.md
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@ -2,15 +2,15 @@
gsd_state_version: 1.0
milestone: v2.0
milestone_name: PAX8 Integration
status: executing
stopped_at: Phase 13 context gathered
last_updated: "2026-07-11T13:32:31.857Z"
status: ready_to_plan
stopped_at: Phase 13 complete (3/3) — ready to discuss Phase 14
last_updated: 2026-07-11T15:43:52.203Z
last_activity: 2026-07-11 -- Phase 13 execution started
progress:
total_phases: 5
completed_phases: 3
total_plans: 14
completed_plans: 11
completed_plans: 14
percent: 60
---
@ -21,14 +21,14 @@ progress:
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 13 — scheduler-admin-toggle
**Current focus:** Phase 14 — /pax8 ui surface
## Current Position
Phase: 13 (scheduler-admin-toggle) — EXECUTING
Plan: 1 of 3
Status: Executing Phase 13
Last activity: 2026-07-11 -- Phase 13 execution started
Phase: 14
Plan: Not started
Status: Ready to plan
Last activity: 2026-07-11
Progress: [░░░░░░░░░░] 0%
@ -36,7 +36,7 @@ Progress: [░░░░░░░░░░] 0%
**Velocity:**
- Total plans completed: 41 (all from v1.0 Mobile Shell Redesign)
- Total plans completed: 44 (all from v1.0 Mobile Shell Redesign)
- Average duration: —
- Total execution time: 0.0 hours (v2.0)
@ -58,7 +58,7 @@ Progress: [░░░░░░░░░░] 0%
| 10 | 3 | - | - |
| 11 | 3 | - | - |
| 12 | 5 | - | - |
| 13 | TBD | - | - |
| 13 | 3 | - | - |
| 14 | TBD | - | - |
**Recent Trend:**