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docs(phase-14): complete phase execution

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lorentz 2026-07-12 18:29:11 -04:00
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12
.planning/REQUIREMENTS.md
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@ -27,12 +27,12 @@ Requirements for this milestone. Each maps to a roadmap phase.
- [x] **PAX8-10**: PAX8 companies are automatically matched to existing Autotask companies by fuzzy name similarity at sync time
- [x] **PAX8-11**: Unmatched or ambiguous company matches are flagged rather than silently guessed
- [ ] **PAX8-12**: An admin can view flagged/ambiguous company matches and manually resolve them to the correct Autotask company
- [x] **PAX8-12**: An admin can view flagged/ambiguous company matches and manually resolve them to the correct Autotask company
### PAX8 — UI Surface
- [ ] **PAX8-13**: A new `/pax8` page lists PAX8 companies with their subscriptions and a cost breakdown
- [ ] **PAX8-14**: The `/pax8` page surfaces flagged/ambiguous company matches (PAX8-11) for manual resolution
- [x] **PAX8-13**: A new `/pax8` page lists PAX8 companies with their subscriptions and a cost breakdown
- [x] **PAX8-14**: The `/pax8` page surfaces flagged/ambiguous company matches (PAX8-11) for manual resolution
## Future Requirements
@ -64,9 +64,9 @@ Requirements for this milestone. Each maps to a roadmap phase.
| PAX8-11 | Phase 12 | Complete |
| PAX8-07 | Phase 13 | Complete |
| PAX8-09 | Phase 13 | Complete |
| PAX8-12 | Phase 14 | Pending |
| PAX8-13 | Phase 14 | Pending |
| PAX8-14 | Phase 14 | Pending |
| PAX8-12 | Phase 14 | Complete |
| PAX8-13 | Phase 14 | Complete |
| PAX8-14 | Phase 14 | Complete |
**Coverage:** 14/14 v2.0 requirements mapped ✓

2
.planning/ROADMAP.md
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@ -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 | 6/6 | Complete | 2026-07-11 |
| 14. /pax8 UI Surface | v2.0 | 6/6 | Complete | 2026-07-12 |
---
*Roadmap created: 2026-05-03*

24
.planning/STATE.md
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@ -2,16 +2,16 @@
gsd_state_version: 1.0
milestone: v2.0
milestone_name: PAX8 Integration
status: executing
stopped_at: Phase 14 UI-SPEC approved
last_updated: "2026-07-11T18:25:20.328Z"
status: milestone_complete
stopped_at: Milestone complete (Phase 14 was final phase)
last_updated: 2026-07-12T22:29:05.191Z
last_activity: 2026-07-11 -- Phase 14 execution started
progress:
total_phases: 5
completed_phases: 4
total_plans: 20
completed_plans: 14
percent: 70
completed_plans: 20
percent: 80
---
# Project State
@ -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 14 — pax8-ui-surface
**Current focus:** Milestone complete
## Current Position
Phase: 14 (pax8-ui-surface) — EXECUTING
Plan: 1 of 6
Status: Executing Phase 14
Last activity: 2026-07-11 -- Phase 14 execution started
Phase: 14
Plan: Not started
Status: Milestone complete
Last activity: 2026-07-12
Progress: [░░░░░░░░░░] 0%
@ -36,7 +36,7 @@ Progress: [░░░░░░░░░░] 0%
**Velocity:**
- Total plans completed: 44 (all from v1.0 Mobile Shell Redesign)
- Total plans completed: 50 (all from v1.0 Mobile Shell Redesign)
- Average duration: —
- Total execution time: 0.0 hours (v2.0)
@ -59,7 +59,7 @@ Progress: [░░░░░░░░░░] 0%
| 11 | 3 | - | - |
| 12 | 5 | - | - |
| 13 | 3 | - | - |
| 14 | TBD | - | - |
| 14 | 6 | - | - |
**Recent Trend:**