From 1f5a65ecc1bc0827f2272b91e311fc7be35f98f1 Mon Sep 17 00:00:00 2001 From: lorentz Date: Sat, 11 Jul 2026 15:09:40 -0400 Subject: [PATCH] docs(phase-14): update tracking after wave 4 --- .planning/ROADMAP.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 40a1b55..f1bb93e 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -241,7 +241,7 @@ render, including the manual-resolution workflow for flagged companies. - [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) - [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 +- [x] **Phase 14: /pax8 UI Surface** — New page listing companies/subscriptions/cost breakdown, plus manual resolution of flagged company matches (completed 2026-07-11) ## Phase Details @@ -322,7 +322,7 @@ render, including the manual-resolution workflow for flagged companies. - [x] 14-03-PLAN.md — DetailModal additive extension: kind prop + PAX8_COMPANY_GROUPS + subscriptions cost-breakdown section (PAX8-13) - [x] 14-04-PLAN.md — /pax8 page shell + Companies tab (DataTable + DetailModal drill-down) + top-level nav entry (PAX8-13) - [x] 14-05-PLAN.md — Needs Review tab (review cards, candidate + manual-search resolve, count badge) + companies-list auth hardening (PAX8-14, PAX8-12) -- [ ] 14-06-PLAN.md — Automated gates + human verification of all 4 SCs and the view/resolve permission split (PAX8-12, PAX8-13, PAX8-14) +- [x] 14-06-PLAN.md — Automated gates + human verification of all 4 SCs and the view/resolve permission split (PAX8-12, PAX8-13, PAX8-14) **UI hint**: yes ## Progress @@ -347,7 +347,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph | 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 | 3/3 | Complete | 2026-07-11 | -| 14. /pax8 UI Surface | v2.0 | 5/6 | In Progress| | +| 14. /pax8 UI Surface | v2.0 | 6/6 | Complete | 2026-07-11 | --- *Roadmap created: 2026-05-03*