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docs(phase-10): update tracking after wave 2

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lorentz 2026-07-10 18:02:13 -04:00
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6
.planning/ROADMAP.md
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@ -237,7 +237,7 @@ it schedules the *complete* sync, not a partial one. Phase 14 ships the
`/pax8` page, which needs Phase 12's data and match state to have something to
render, including the manual-resolution workflow for flagged companies.
- [ ] **Phase 10: PAX8 Client & Auth Foundation** — OAuth2 client-credentials auth, `isPax8Configured()`, and the PAX8 schema migration
- [x] **Phase 10: PAX8 Client & Auth Foundation** — OAuth2 client-credentials auth, `isPax8Configured()`, and the PAX8 schema migration (completed 2026-07-10)
- [ ] **Phase 11: Company, Catalog & Subscription Sync** — Read-only sync of current-state companies, product catalog, and subscriptions into Postgres
- [ ] **Phase 12: Orders/Invoices & Company Matching** — Historical cost sync plus fuzzy-name auto-matching (with flagging) of PAX8 companies to Autotask companies
- [ ] **Phase 13: Scheduler & Admin Toggle** — Daily `pax8-daily` cron entry and an on/off switch in `/admin/integrations`
@ -257,7 +257,7 @@ render, including the manual-resolution workflow for flagged companies.
**Plans**: 3 plans
- [x] 10-01-PLAN.md — PAX8 types + OAuth2 client (token exchange, audience, cache) + factory (isPax8Configured/getPax8Client) + mocked tests (PAX8-01, PAX8-02)
- [x] 10-02-PLAN.md — migrations/091_pax8_tables.sql (6 PAX8 tables, IF NOT EXISTS) + apply to dev DB (PAX8-01, PAX8-02)
- [ ] 10-03-PLAN.md — verify-pax8-auth.ts live auth-proof (SC#2) + CLAUDE.md/INTEGRATIONS.md docs (PAX8-01, PAX8-02)
- [x] 10-03-PLAN.md — verify-pax8-auth.ts live auth-proof (SC#2) + CLAUDE.md/INTEGRATIONS.md docs (PAX8-01, PAX8-02)
**UI hint**: no
### Phase 11: Company, Catalog & Subscription Sync
@ -326,7 +326,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph
| 8. Engagement User Profile | v1.0 | 2/2 | Complete | 2026-07-10 |
| 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 | 2/3 | In Progress| |
| 10. PAX8 Client & Auth Foundation | v2.0 | 3/3 | Complete | 2026-07-10 |
| 11. Company, Catalog & Subscription Sync | v2.0 | 0/TBD | Not started | - |
| 12. Orders/Invoices & Company Matching | v2.0 | 0/TBD | Not started | - |
| 13. Scheduler & Admin Toggle | v2.0 | 0/TBD | Not started | - |