From 37f81017f5f18905e3efb97e56c7c51574d73410 Mon Sep 17 00:00:00 2001 From: lorentz Date: Sun, 12 Jul 2026 18:29:11 -0400 Subject: [PATCH] docs(phase-14): complete phase execution --- .planning/REQUIREMENTS.md | 12 ++++++------ .planning/ROADMAP.md | 2 +- .planning/STATE.md | 24 ++++++++++++------------ 3 files changed, 19 insertions(+), 19 deletions(-) diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index d56387c..eba5c48 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -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 ✓ diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index f1bb93e..e9b2816 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -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* diff --git a/.planning/STATE.md b/.planning/STATE.md index 6cc9827..e612416 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -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:**