From 73b33f70f5cb0784f494029ccb3d2555a3253e2e Mon Sep 17 00:00:00 2001 From: lorentz Date: Sat, 11 Jul 2026 09:47:50 -0400 Subject: [PATCH] docs(13-01): add plan summary Co-Authored-By: Claude Sonnet 5 --- .../13-01-SUMMARY.md | 97 +++++++++++++++++++ 1 file changed, 97 insertions(+) create mode 100644 .planning/phases/13-scheduler-admin-toggle/13-01-SUMMARY.md diff --git a/.planning/phases/13-scheduler-admin-toggle/13-01-SUMMARY.md b/.planning/phases/13-scheduler-admin-toggle/13-01-SUMMARY.md new file mode 100644 index 0000000..1386ac9 --- /dev/null +++ b/.planning/phases/13-scheduler-admin-toggle/13-01-SUMMARY.md @@ -0,0 +1,97 @@ +--- +phase: 13-scheduler-admin-toggle +plan: 01 +subsystem: infra +tags: [sync-scheduler, cron, postgres, pax8, integration-toggle] + +# Dependency graph +requires: + - phase: 11-company-catalog-subscription-sync + provides: Pax8SyncService.fullSync() companies/subscriptions/products orchestration + - phase: 12-orders-invoices-company-matching + provides: Pax8SyncService.fullSync() extended with orders/invoices + company matching +provides: + - Idempotent pax8-daily sync_schedules seed row (migration 096) + - executeScheduledSync dual-guarded pax8-daily dispatch branch + - CLAUDE.md precedent note for DB-toggle-gates-action behavior +affects: [13-02-admin-toggle-route, 13-03-live-verification] + +# Tech tracking +tech-stack: + added: [] + patterns: [dual-guard scheduler branch (config + DB toggle), idempotent sync_schedules seed migration] + +key-files: + created: [migrations/096_pax8_daily_schedule.sql] + modified: [lib/services/sync-scheduler.ts, CLAUDE.md] + +key-decisions: + - "pax8-daily seeded only via migration 096, never added to the in-code defaultSchedules array, per existing precedent for existing installs" + - "PAX8 disabled-check is inline in the scheduler branch only (D-01) — no shared helper extracted, no changes to other integrations' branches" + - "cron 0 4 * * * groups pax8-daily with the backend-reconciliation cluster (contract-services, tickets-reconcile) per D-04" + +patterns-established: + - "Dual-guard scheduler branch: isXConfigured() env check first, then integration_settings.disabled DB check, each with a distinct skip log, before calling the sync service" + +requirements-completed: [PAX8-07, PAX8-09] + +# Metrics +duration: ~15min +completed: 2026-07-11 +--- + +# Phase 13 Plan 01: Scheduler pax8-daily Wiring Summary + +**Wired the existing `Pax8SyncService.fullSync()` into the daily cron scheduler via a new idempotent migration seed and a dual-guarded `pax8-daily` dispatch branch that respects both the env-config check and the `integration_settings` DB disable toggle.** + +## Performance + +- **Duration:** ~15 min +- **Tasks:** 3 +- **Files modified:** 3 (1 created, 2 modified) + +## Accomplishments +- `migrations/096_pax8_daily_schedule.sql` idempotently seeds a `pax8-daily` row (cron `0 4 * * *`, `is_enabled=false`) using the `WHERE NOT EXISTS` style from migration 089; applied to the running dev DB and verified idempotent on a second run. +- `executeScheduledSync` in `lib/services/sync-scheduler.ts` now dispatches `pax8-daily` to `getPax8SyncService().fullSync('scheduled')`, gated by two independent checks: `isPax8Configured()` (env vars) and `integration_settings.key='pax8'` disabled flag (DB toggle), each with a distinct skip log line. +- `CLAUDE.md`'s "Operator config" section now documents PAX8 as the first integration where the DB toggle gates an action (scheduler skip + 403 on the manual route), not just health-check display. + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Seed the pax8-daily schedule via migration 096** - `230296c` (feat) +2. **Task 2: Add dual-guarded pax8-daily dispatch branch to executeScheduledSync** - `d07c0b7` (feat) +3. **Task 3: Record the DB-toggle-gates-action precedent in CLAUDE.md** - `d5456bb` (docs) + +_No plan metadata commit yet — orchestrator handles that after wave completion (worktree mode)._ + +## Files Created/Modified +- `migrations/096_pax8_daily_schedule.sql` - Idempotent seed of the pax8-daily sync_schedules row +- `lib/services/sync-scheduler.ts` - Extended `sync_type` union with `'pax8-daily'`; added dual-guarded dispatch branch after the appgate branch in `executeScheduledSync` +- `CLAUDE.md` - Added a note in Operator config / Integration disable documenting PAX8 as the first DB-toggle-gates-action precedent + +## Decisions Made +- Followed the exact 089-style `WHERE NOT EXISTS` seed pattern (not 090's `ON CONFLICT`), per explicit CONTEXT.md/PATTERNS.md direction. +- Kept the disabled-check PAX8-only and inline in the scheduler branch (D-01) rather than extracting a shared helper, since generalizing to all integrations was explicitly out of scope for this phase. +- Placed the new branch immediately after the appgate branch to keep integration-toggle blocks together in the switch, per PATTERNS.md guidance. + +## Deviations from Plan + +None - plan executed exactly as written. + +## Issues Encountered + +None. `npx tsc --noEmit --pretty` passed with no output after the sync-scheduler.ts edit. The migration was applied to the running `pulse-postgres` container using the default `pulse_user`/`pulse_autotask` credentials confirmed from `docker-compose.yml` (no `.env` overrides present). + +## User Setup Required + +None - no external service configuration required. The `pax8-daily` schedule ships `is_enabled=false`; an admin must opt in via the schedule editor separately, as documented in the plan. + +## Next Phase Readiness + +- The `pax8-daily` schedule row exists and the scheduler branch is wired and type-checked; ready for the manual-trigger route toggle (D-02, likely 13-02) and live cron/disable-skip verification (13-03). +- No changes were made to `app/api/pax8/sync/route.ts` or `lib/services/integration-health.ts` in this plan — those remain for subsequent plans in this phase per the plan's `files_modified` scope. + +--- +*Phase: 13-scheduler-admin-toggle* +*Completed: 2026-07-11*