diff --git a/.planning/deferred-items.md b/.planning/deferred-items.md index 23f20eb..684d950 100644 --- a/.planning/deferred-items.md +++ b/.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. diff --git a/.planning/phases/10-pax8-client-auth-foundation/10-03-SUMMARY.md b/.planning/phases/10-pax8-client-auth-foundation/10-03-SUMMARY.md new file mode 100644 index 0000000..84a8b06 --- /dev/null +++ b/.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) diff --git a/CLAUDE.md b/CLAUDE.md index 54d2bb3..f494629 100644 --- a/CLAUDE.md +++ b/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 | `_*` | +| 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) | diff --git a/scripts/verify-pax8-auth.ts b/scripts/verify-pax8-auth.ts new file mode 100644 index 0000000..d161dbf --- /dev/null +++ b/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 { + 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); +});