diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index 4a6e98a..d56387c 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -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 | diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index a3b855d..7beee87 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -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 | - | --- diff --git a/.planning/STATE.md b/.planning/STATE.md index e742fa2..373e692 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -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:**