chore: merge executor worktree (worktree-agent-a6d8ca4687c637b52)

.planning/deferred-items.md

@@ -18,3 +18,11 @@ Out-of-scope discoveries logged during plan execution (not fixed — see SCOPE B
   Neither `itglue-search.ts` nor `itglue-search.test.ts` was touched by this plan (last
   modified in commit `a0a6e7f`, predating this worktree's base `8b975be`). Unrelated to
   plan 10-01 — left as-is per the scope boundary rule.
+
+## Phase 10-03
+
+- **Same pre-existing `npx tsc --noEmit` errors in `lib/services/sync-scheduler.ts`**
+  (lines 446, 450 — missing `appgate-factory` / `appgate-sync-service` modules) still present,
+  confirmed again during Task 1 verification. `scripts/verify-pax8-auth.ts` itself type-checks
+  clean (no errors reported for that file). Unrelated to this plan's files
+  (`scripts/verify-pax8-auth.ts`, `CLAUDE.md`) — left as-is per the scope boundary rule.

.planning/phases/10-pax8-client-auth-foundation/10-03-SUMMARY.md

@@ -0,0 +1,142 @@
+---
+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)

CLAUDE.md

@@ -79,6 +79,7 @@ Examples: `getAutotaskClient()`, `getMsgraphClient()`, `getDattoRmmClient()`,
 | Datto RMM | `DATTO_RMM_*` |
 | Veeam VSPC | `VEEAM_VSPC_*` |
 | Auvik / Addigy / IT Glue / Mimecast / S1 / Duo / Zoom / QBO / Zabbix / Salesbldr | `<NAME>_*` |
+| PAX8 | `PAX8_*` (OAuth2 client-credentials, read-only partner/reseller API) |
 | Anthropic | `ANTHROPIC_API_KEY` (analyzer pipeline + `ai-triage-service.ts`) |
 | OpenRouter | `OPENROUTER_API_KEY` (alternate analyzer provider, opt-in per request) |
 | Backblaze B2 | `B2_*` (LogLift evidence storage) |

scripts/verify-pax8-auth.ts

@@ -0,0 +1,39 @@
+/**
+ * verify-pax8-auth.ts
+ *
+ * Live auth-proof for the PAX8 integration (Phase 10 Success Criterion #2).
+ * Runs a real OAuth2 client-credentials token exchange against
+ * api.pax8.com/v1/token, then a read-only GET /companies call, through the
+ * Plan 01 client (lib/services/pax8-client.ts via lib/services/pax8-factory.ts).
+ *
+ * Requires PAX8_CLIENT_ID and PAX8_CLIENT_SECRET in .env.local (gitignored —
+ * `.env*` is covered by .gitignore; never commit real credentials).
+ *
+ * Run with: npx tsx scripts/verify-pax8-auth.ts
+ *
+ * Security: this script prints ONLY a success summary (company count /
+ * page.totalElements). It never logs the access token or the client secret.
+ */
+
+import { config } from 'dotenv';
+import { resolve } from 'path';
+
+config({ path: resolve(__dirname, '../.env.local') });
+
+import { getPax8Client } from '../lib/services/pax8-factory';
+
+async function main(): Promise<void> {
+  console.log('[verify-pax8-auth] Requesting live PAX8 token + /companies read...');
+
+  const client = getPax8Client();
+  const result = await client.listCompanies(0, 1);
+
+  console.log('[verify-pax8-auth] SUCCESS');
+  console.log(`[verify-pax8-auth] companies returned this page: ${result.content.length}`);
+  console.log(`[verify-pax8-auth] total companies (page.totalElements): ${result.page.totalElements}`);
+}
+
+main().catch((err) => {
+  console.error('[verify-pax8-auth] FAILED:', err instanceof Error ? err.message : err);
+  process.exit(1);
+});