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docs(phase-14): update tracking after wave 1

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lorentz 2026-07-11 14:33:19 -04:00
parent 8ce2d3fc9b
commit 8e1114aeec
2 changed files with 11 additions and 11 deletions
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8
.planning/ROADMAP.md
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@ -317,9 +317,9 @@ render, including the manual-resolution workflow for flagged companies.
3. Flagged/ambiguous company matches appear in a distinct, clearly-labeled review section on `/pax8` rather than being mixed silently into the main list
4. From that review section, an admin can pick the correct Autotask company for a flagged PAX8 company; the resolution persists and is respected (not overwritten) by future syncs
**Plans**: 6 plans
- [ ] 14-01-PLAN.md — GET /api/pax8/companies list + /api/pax8/companies/[id] cost-breakdown (requireAuth) (PAX8-13)
- [ ] 14-02-PLAN.md — /api/pax8/company-matches queue + admin-gated resolve route + extracted resolver service & test (PAX8-12, PAX8-14)
- [ ] 14-03-PLAN.md — DetailModal additive extension: kind prop + PAX8_COMPANY_GROUPS + subscriptions cost-breakdown section (PAX8-13)
- [x] 14-01-PLAN.md — GET /api/pax8/companies list + /api/pax8/companies/[id] cost-breakdown (requireAuth) (PAX8-13)
- [x] 14-02-PLAN.md — /api/pax8/company-matches queue + admin-gated resolve route + extracted resolver service & test (PAX8-12, PAX8-14)
- [x] 14-03-PLAN.md — DetailModal additive extension: kind prop + PAX8_COMPANY_GROUPS + subscriptions cost-breakdown section (PAX8-13)
- [ ] 14-04-PLAN.md — /pax8 page shell + Companies tab (DataTable + DetailModal drill-down) + top-level nav entry (PAX8-13)
- [ ] 14-05-PLAN.md — Needs Review tab (review cards, candidate + manual-search resolve, count badge) + companies-list auth hardening (PAX8-14, PAX8-12)
- [ ] 14-06-PLAN.md — Automated gates + human verification of all 4 SCs and the view/resolve permission split (PAX8-12, PAX8-13, PAX8-14)
@ -347,7 +347,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph
| 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 | 3/3 | Complete | 2026-07-11 |
| 14. /pax8 UI Surface | v2.0 | 0/6 | Not started | - |
| 14. /pax8 UI Surface | v2.0 | 3/6 | In Progress| |
---
*Roadmap created: 2026-05-03*

14
.planning/STATE.md
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@ -4,8 +4,8 @@ milestone: v2.0
milestone_name: PAX8 Integration
status: executing
stopped_at: Phase 14 UI-SPEC approved
last_updated: "2026-07-11T18:00:19.418Z"
last_activity: 2026-07-11 -- Phase 14 planning complete
last_updated: "2026-07-11T18:25:20.328Z"
last_activity: 2026-07-11 -- Phase 14 execution started
progress:
total_phases: 5
completed_phases: 4
@ -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 14 — /pax8 ui surface
**Current focus:** Phase 14 — pax8-ui-surface
## Current Position
Phase: 14
Plan: Not started
Status: Ready to execute
Last activity: 2026-07-11 -- Phase 14 planning complete
Phase: 14 (pax8-ui-surface) — EXECUTING
Plan: 1 of 6
Status: Executing Phase 14
Last activity: 2026-07-11 -- Phase 14 execution started
Progress: [░░░░░░░░░░] 0%