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docs(phase-11): evolve PROJECT.md after phase completion

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lorentz 2026-07-10 21:06:58 -04:00
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.planning/PROJECT.md
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@ -138,15 +138,27 @@ future milestone that will consume this data once it exists.
subscriptions, orders, order_items, company_match_review). Live auth-proof
confirmed against the real PAX8 API (`scripts/verify-pax8-auth.ts`).
Validated in Phase 10: PAX8 Client & Auth Foundation (PAX8-01, PAX8-02)
- ✓ Company, catalog & subscription sync (NEW) — `Pax8SyncService.fullSync`
(`lib/services/pax8-sync-service.ts`) reads companies/subscriptions/products
from PAX8 (read-only pagination helpers on `Pax8Client`) and upserts into
Postgres with dual customer-price/partner-cost columns
(`migrations/092_pax8_subscription_costs.sql`), a referenced-only readable
product catalog (name + category via join, not bare SKUs), and soft-delete
reconciliation on every run. Fire-and-forget trigger at session-gated
`POST /api/pax8/sync` (409 on concurrent run) with `GET` status/counts.
Live-verified against the real PAX8 API: 118 companies, 445 subscriptions
all carrying cost data, 0 unreferenced products, stable across re-run.
Validated in Phase 11: Company, Catalog & Subscription Sync
(PAX8-03, PAX8-04, PAX8-05, PAX8-08)
### Active
<!-- Hypotheses for this milestone — see .planning/seeds/SEED-002-pax8-integration.md -->
- Read-only sync of companies/subscriptions/catalog/orders into Postgres,
fuzzy-name Autotask company matching, new `/pax8` page, daily sync cadence
— v2.0 PAX8 Integration milestone (see above); client/auth/schema
foundation from Phase 10 now validated above
- Historical orders/invoices sync, fuzzy-name Autotask company matching, new
`/pax8` page, daily sync cadence — v2.0 PAX8 Integration milestone (see
above); client/auth/schema foundation (Phase 10) and current-state sync
(Phase 11) now validated above
### Out of Scope
@ -234,4 +246,4 @@ This document evolves at phase transitions and milestone boundaries.
4. Update Context with current state
---
*Last updated: 2026-07-10 — Phase 10: PAX8 Client & Auth Foundation complete*
*Last updated: 2026-07-11 — Phase 11: Company, Catalog & Subscription Sync complete*