From 2c7d059a0f1c88918f4d58224bf6014116bbcfc8 Mon Sep 17 00:00:00 2001 From: lorentz Date: Fri, 10 Jul 2026 17:41:44 -0400 Subject: [PATCH] docs(phase-10): update tracking after wave 1 --- .planning/ROADMAP.md | 6 +++--- .planning/STATE.md | 14 +++++++------- 2 files changed, 10 insertions(+), 10 deletions(-) diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index ed6214d..5e9158e 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -255,8 +255,8 @@ render, including the manual-resolution workflow for flagged companies. 3. Calling the client with missing/invalid credentials throws a clear, typed error rather than failing silently or crashing the process — matching the existing `isConfigured()` + throw-if-missing pattern used by other integrations 4. A new numbered migration creates the PAX8 tables (companies, subscriptions, products/catalog, orders, and a company-match/review table) using `IF NOT EXISTS`, ready for Phase 11+ to populate **Plans**: 3 plans -- [ ] 10-01-PLAN.md — PAX8 types + OAuth2 client (token exchange, audience, cache) + factory (isPax8Configured/getPax8Client) + mocked tests (PAX8-01, PAX8-02) -- [ ] 10-02-PLAN.md — migrations/091_pax8_tables.sql (6 PAX8 tables, IF NOT EXISTS) + apply to dev DB (PAX8-01, PAX8-02) +- [x] 10-01-PLAN.md — PAX8 types + OAuth2 client (token exchange, audience, cache) + factory (isPax8Configured/getPax8Client) + mocked tests (PAX8-01, PAX8-02) +- [x] 10-02-PLAN.md — migrations/091_pax8_tables.sql (6 PAX8 tables, IF NOT EXISTS) + apply to dev DB (PAX8-01, PAX8-02) - [ ] 10-03-PLAN.md — verify-pax8-auth.ts live auth-proof (SC#2) + CLAUDE.md/INTEGRATIONS.md docs (PAX8-01, PAX8-02) **UI hint**: no @@ -326,7 +326,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph | 8. Engagement User Profile | v1.0 | 2/2 | Complete | 2026-07-10 | | 9. User Profile & Preferences | v1.0 | 6/6 | Complete | 2026-07-10 | | 9.1. ntfy Backend Fix | v1.0 | 1/1 | Complete | 2026-07-10 | -| 10. PAX8 Client & Auth Foundation | v2.0 | 0/TBD | Not started | - | +| 10. PAX8 Client & Auth Foundation | v2.0 | 2/3 | In Progress| | | 11. Company, Catalog & Subscription Sync | v2.0 | 0/TBD | Not started | - | | 12. Orders/Invoices & Company Matching | v2.0 | 0/TBD | Not started | - | | 13. Scheduler & Admin Toggle | v2.0 | 0/TBD | Not started | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index 0e712ad..eaf9328 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -4,8 +4,8 @@ milestone: v2.0 milestone_name: PAX8 Integration status: executing stopped_at: Phase 10 context gathered -last_updated: "2026-07-10T17:27:42.850Z" -last_activity: 2026-07-10 -- Phase 10 planning complete +last_updated: "2026-07-10T21:28:56.487Z" +last_activity: 2026-07-10 -- Phase 10 execution started progress: total_phases: 5 completed_phases: 0 @@ -21,14 +21,14 @@ progress: See: .planning/PROJECT.md (updated 2026-07-10) **Core value:** Managers can see PAX8 subscription costs and seat counts alongside existing Autotask company data in Pulse, without manually cross-referencing PAX8's own portal. -**Current focus:** Phase 10 — PAX8 Client & Auth Foundation +**Current focus:** Phase 10 — pax8-client-auth-foundation ## Current Position -Phase: 10 of 14 (PAX8 Client & Auth Foundation) -Plan: — (not yet planned) -Status: Ready to execute -Last activity: 2026-07-10 -- Phase 10 planning complete +Phase: 10 (pax8-client-auth-foundation) — EXECUTING +Plan: 1 of 3 +Status: Executing Phase 10 +Last activity: 2026-07-10 -- Phase 10 execution started Progress: [░░░░░░░░░░] 0%