From 6c64aaf7bb943466b449a6a54337fa93e3dbc9e8 Mon Sep 17 00:00:00 2001 From: lorentz Date: Fri, 10 Jul 2026 19:42:50 -0400 Subject: [PATCH] docs(phase-11): update tracking after wave 1 --- .planning/ROADMAP.md | 4 ++-- .planning/STATE.md | 14 +++++++------- 2 files changed, 9 insertions(+), 9 deletions(-) diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index a129b91..6e8c726 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -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 | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index 38775d6..1dc2ffd 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -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%