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docs(phase-13): update tracking after wave 1

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lorentz 2026-07-11 09:49:45 -04:00
parent db36c1afe6
commit 6f59fe07f5
2 changed files with 10 additions and 10 deletions
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6
.planning/ROADMAP.md
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@ -302,8 +302,8 @@ render, including the manual-resolution workflow for flagged companies.
3. Disabling PAX8 from that UI stops future scheduled sync runs (respecting the existing health-cache window, or immediately per the PATCH-clears-cache convention) and records `disabled_by`, `disabled_at`, and an optional `disabled_reason`
4. Re-enabling PAX8 resumes scheduled sync at the next cron tick with no code deploy or container restart required
**Plans**: 3 plans
- [ ] 13-01-PLAN.md — Migration 096 pax8-daily seed + dual-guarded scheduler branch + CLAUDE.md precedent note (PAX8-07, PAX8-09)
- [ ] 13-02-PLAN.md — checkConfigOnly('pax8') admin-integrations row + POST /api/pax8/sync 403 disabled-gate (PAX8-09)
- [x] 13-01-PLAN.md — Migration 096 pax8-daily seed + dual-guarded scheduler branch + CLAUDE.md precedent note (PAX8-07, PAX8-09)
- [x] 13-02-PLAN.md — checkConfigOnly('pax8') admin-integrations row + POST /api/pax8/sync 403 disabled-gate (PAX8-09)
- [ ] 13-03-PLAN.md — Live verification checkpoint of Phase 13 SC#1-4 (PAX8-07, PAX8-09)
**UI hint**: no
@ -340,7 +340,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph
| 10. PAX8 Client & Auth Foundation | v2.0 | 3/3 | Complete | 2026-07-10 |
| 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 | 0/3 | Not started | - |
| 13. Scheduler & Admin Toggle | v2.0 | 2/3 | In Progress| |
| 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 13 context gathered
last_updated: "2026-07-11T13:26:58.148Z"
last_activity: 2026-07-11 -- Phase 13 planning complete
last_updated: "2026-07-11T13:32:31.857Z"
last_activity: 2026-07-11 -- Phase 13 execution started
progress:
total_phases: 5
completed_phases: 3
@ -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 13 — scheduler & admin toggle
**Current focus:** Phase 13 — scheduler-admin-toggle
## Current Position
Phase: 13
Plan: Not started
Status: Ready to execute
Last activity: 2026-07-11 -- Phase 13 planning complete
Phase: 13 (scheduler-admin-toggle) — EXECUTING
Plan: 1 of 3
Status: Executing Phase 13
Last activity: 2026-07-11 -- Phase 13 execution started
Progress: [░░░░░░░░░░] 0%