diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 5e9158e..948207c 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -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 | - |