From 5044c2de8a57921c4daacfde7bf2a5e793818490 Mon Sep 17 00:00:00 2001 From: lorentz Date: Fri, 10 Jul 2026 21:06:58 -0400 Subject: [PATCH] docs(phase-11): evolve PROJECT.md after phase completion --- .planning/PROJECT.md | 22 +++++++++++++++++----- 1 file changed, 17 insertions(+), 5 deletions(-) diff --git a/.planning/PROJECT.md b/.planning/PROJECT.md index 05747ef..c7975ef 100644 --- a/.planning/PROJECT.md +++ b/.planning/PROJECT.md @@ -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 -- 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*