diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 2a5d386..7d9e8fe 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -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 | - |