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docs(phase-11): update tracking after wave 1

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lorentz 2026-07-10 19:42:50 -04:00
parent ccc5bcb18b
commit 6c64aaf7bb
2 changed files with 9 additions and 9 deletions
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4
.planning/ROADMAP.md
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@ -270,7 +270,7 @@ render, including the manual-resolution workflow for flagged companies.
3. A synced subscription row displays a readable product name and category by joining to the catalog table — not a bare SKU/product ID
4. No code path in the PAX8 client or this sync service issues a write (POST/PUT/PATCH/DELETE) to the PAX8 API — every call is a read, verified by inspection of the client's exposed methods
**Plans**: 3 plans
- [ ] 11-01-PLAN.md — Migration 092 subscription cost columns + extend pax8 types + read-only client pagination helpers (PAX8-04, PAX8-05, PAX8-08)
- [x] 11-01-PLAN.md — Migration 092 subscription cost columns + extend pax8 types + read-only client pagination helpers (PAX8-04, PAX8-05, PAX8-08)
- [ ] 11-02-PLAN.md — pax8-sync-service.ts (companies + subscriptions + referenced-only catalog + soft-delete reconciliation) + /api/pax8/sync fire-and-forget route (PAX8-03, PAX8-04, PAX8-05, PAX8-08)
- [ ] 11-03-PLAN.md — Read-only invariant proof + live sync run DB verification checkpoint (PAX8-03, PAX8-04, PAX8-05, PAX8-08)
**UI hint**: no
@ -330,7 +330,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph
| 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 |
| 10. PAX8 Client & Auth Foundation | v2.0 | 3/3 | Complete | 2026-07-10 |
| 11. Company, Catalog & Subscription Sync | v2.0 | 0/TBD | Not started | - |
| 11. Company, Catalog & Subscription Sync | v2.0 | 1/3 | In Progress| |
| 12. Orders/Invoices & Company Matching | v2.0 | 0/TBD | Not started | - |
| 13. Scheduler & Admin Toggle | v2.0 | 0/TBD | Not started | - |
| 14. /pax8 UI Surface | 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
status: executing
stopped_at: Phase 11 context gathered
last_updated: "2026-07-10T23:10:13.476Z"
last_activity: 2026-07-10 -- Phase 11 planning complete
last_updated: "2026-07-10T23:35:13.307Z"
last_activity: 2026-07-10 -- Phase 11 execution started
progress:
total_phases: 5
completed_phases: 1
@ -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 11 — company, catalog & subscription sync
**Current focus:** Phase 11 — company-catalog-subscription-sync
## Current Position
Phase: 11
Plan: Not started
Status: Ready to execute
Last activity: 2026-07-10 -- Phase 11 planning complete
Phase: 11 (company-catalog-subscription-sync) — EXECUTING
Plan: 1 of 3
Status: Executing Phase 11
Last activity: 2026-07-10 -- Phase 11 execution started
Progress: [░░░░░░░░░░] 0%