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docs(phase-10): update tracking after wave 1

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lorentz 2026-07-10 17:41:44 -04:00
parent 4614e287bf
commit 2c7d059a0f
2 changed files with 10 additions and 10 deletions
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6
.planning/ROADMAP.md
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@ -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 `is<Name>Configured()` + throw-if-missing pattern used by other integrations 3. Calling the client with missing/invalid credentials throws a clear, typed error rather than failing silently or crashing the process — matching the existing `is<Name>Configured()` + 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 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 **Plans**: 3 plans
- [ ] 10-01-PLAN.md — PAX8 types + OAuth2 client (token exchange, audience, cache) + factory (isPax8Configured/getPax8Client) + mocked tests (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)
- [ ] 10-02-PLAN.md — migrations/091_pax8_tables.sql (6 PAX8 tables, IF NOT EXISTS) + apply to dev DB (PAX8-01, PAX8-02) - [x] 10-02-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) - [ ] 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 **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 | | 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. User Profile & Preferences | v1.0 | 6/6 | Complete | 2026-07-10 |
| 9.1. ntfy Backend Fix | v1.0 | 1/1 | 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 | - | | 11. Company, Catalog & Subscription Sync | v2.0 | 0/TBD | Not started | - |
| 12. Orders/Invoices & Company Matching | 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 | - | | 13. Scheduler & Admin Toggle | v2.0 | 0/TBD | Not started | - |

14
.planning/STATE.md
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@ -4,8 +4,8 @@ milestone: v2.0
milestone_name: PAX8 Integration milestone_name: PAX8 Integration
status: executing status: executing
stopped_at: Phase 10 context gathered stopped_at: Phase 10 context gathered
last_updated: "2026-07-10T17:27:42.850Z" last_updated: "2026-07-10T21:28:56.487Z"
last_activity: 2026-07-10 -- Phase 10 planning complete last_activity: 2026-07-10 -- Phase 10 execution started
progress: progress:
total_phases: 5 total_phases: 5
completed_phases: 0 completed_phases: 0
@ -21,14 +21,14 @@ progress:
See: .planning/PROJECT.md (updated 2026-07-10) 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. **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 ## Current Position
Phase: 10 of 14 (PAX8 Client & Auth Foundation) Phase: 10 (pax8-client-auth-foundation) — EXECUTING
Plan: — (not yet planned) Plan: 1 of 3
Status: Ready to execute Status: Executing Phase 10
Last activity: 2026-07-10 -- Phase 10 planning complete Last activity: 2026-07-10 -- Phase 10 execution started
Progress: [░░░░░░░░░░] 0% Progress: [░░░░░░░░░░] 0%