From 8e1114aeec9919db88b5b6a69b6771e00317b592 Mon Sep 17 00:00:00 2001 From: lorentz Date: Sat, 11 Jul 2026 14:33:19 -0400 Subject: [PATCH] docs(phase-14): update tracking after wave 1 --- .planning/ROADMAP.md | 8 ++++---- .planning/STATE.md | 14 +++++++------- 2 files changed, 11 insertions(+), 11 deletions(-) diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 3fa5c63..62426a3 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -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* diff --git a/.planning/STATE.md b/.planning/STATE.md index 578cae5..7417cb1 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -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%