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docs(phase-12): update tracking after wave 4

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lorentz 2026-07-11 07:04:06 -04:00
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6
.planning/ROADMAP.md
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@ -239,7 +239,7 @@ 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)
- [ ] **Phase 12: Orders/Invoices & Company Matching** — Historical cost sync plus fuzzy-name auto-matching (with flagging) of PAX8 companies to Autotask companies
- [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`
- [ ] **Phase 14: /pax8 UI Surface** — New page listing companies/subscriptions/cost breakdown, plus manual resolution of flagged company matches
@ -289,7 +289,7 @@ render, including the manual-resolution workflow for flagged companies.
- [x] 12-02-PLAN.md — pax8-client listAllInvoices/listAllInvoiceItems + tests + live field-mapping spot-check (PAX8-06)
- [x] 12-03-PLAN.md — pax8-company-matcher.ts (pg_trgm similarity, 0.90 threshold, tie/empty/idempotency policy) + tests (PAX8-10, PAX8-11)
- [x] 12-04-PLAN.md — syncOrders + syncCompanyMatches wired into Pax8SyncService.fullSync + sync-service tests (PAX8-06, PAX8-10, PAX8-11)
- [ ] 12-05-PLAN.md — Live full-sync verification of all 4 success criteria + human-verify checkpoint (PAX8-06, PAX8-10, PAX8-11)
- [x] 12-05-PLAN.md — Live full-sync verification of all 4 success criteria + human-verify checkpoint (PAX8-06, PAX8-10, PAX8-11)
**UI hint**: no
### Phase 13: Scheduler & Admin Toggle
@ -336,7 +336,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph
| 9.1. ntfy Backend Fix | v1.0 | 1/1 | Complete | 2026-07-10 |
| 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 | 4/5 | In Progress| |
| 12. Orders/Invoices & Company Matching | v2.0 | 5/5 | Complete | 2026-07-11 |
| 13. Scheduler & Admin Toggle | v2.0 | 0/TBD | Not started | - |
| 14. /pax8 UI Surface | v2.0 | 0/TBD | Not started | - |