docs(12-01): complete schema + type foundation plan

- Add SUMMARY.md documenting migration 093 and Pax8Invoice/Pax8InvoiceItem types
- Log pre-existing, out-of-scope tsc failure (appgate-factory/appgate-sync-service missing) to deferred-items.md

.planning/phases/12-orders-invoices-company-matching/12-01-SUMMARY.md

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+---
+phase: 12-orders-invoices-company-matching
+plan: 01
+subsystem: database
+tags: [postgres, migration, pg_trgm, typescript, pax8]
+
+requires:
+  - phase: 10-pax8-client-auth-foundation
+    provides: pax8_companies, pax8_order_items, pax8_orders base schema (migration 091) and lib/types/pax8.ts scaffold
+  - phase: 11-company-catalog-subscription-sync
+    provides: dual customer-price/partner-cost column pattern (migration 092) reused here for invoice items
+provides:
+  - pg_trgm extension enabled in dev Postgres for fuzzy company-name matching
+  - pax8_order_items per-company id, billing-period, and dual-cost columns
+  - pax8_companies auto-match columns (autotask_company_id, match_confidence, match_method, matched_at)
+  - Pax8Invoice / Pax8InvoiceItem TypeScript types matching the live PAX8 /invoices field shape
+affects: [12-02-pax8-client-invoice-methods, 12-03-invoice-sync-service, 12-company-matcher]
+
+tech-stack:
+  added: []
+  patterns:
+    - "Soft-ref columns (plain indexed UUID/BIGINT, no hard FK) for cross-entity references populated in separate sync passes — matches pax8_subscriptions.pax8_company_id convention from migration 091"
+
+key-files:
+  created:
+    - migrations/093_pax8_orders_company_matching.sql
+  modified:
+    - lib/types/pax8.ts
+
+key-decisions:
+  - "pax8_order_items.item_type has no CHECK constraint (free-form TEXT) — matches the pax8_subscriptions.status precedent since the full set of PAX8 invoice item types isn't fully enumerated yet"
+  - "pax8_orders.pax8_company_id intentionally stays NULL for every real synced row — PAX8's /invoices header carries no per-customer data; documented in the migration header comment so future readers don't mistake it for a sync bug"
+  - "Replaced unused Pax8Order/Pax8OrderItem stubs with Pax8Invoice/Pax8InvoiceItem — confirmed zero importers before removal"
+
+patterns-established:
+  - "Additive-only migration pattern reaffirmed: CREATE EXTENSION IF NOT EXISTS / ADD COLUMN IF NOT EXISTS / CREATE INDEX IF NOT EXISTS, verified idempotent by re-running against the dev DB"
+
+requirements-completed: [PAX8-06, PAX8-10, PAX8-11]
+
+duration: 25min
+completed: 2026-07-11
+---
+
+# Phase 12 Plan 01: Schema + Type Foundation Summary
+
+**Additive migration 093 enables pg_trgm and adds the per-company/billing-period/cost columns invoice sync needs on pax8_order_items, plus auto-match columns on pax8_companies; lib/types/pax8.ts gains live-verified Pax8Invoice/Pax8InvoiceItem types replacing stale unused stubs.**
+
+## Performance
+
+- **Duration:** ~25 min
+- **Tasks:** 2/2 completed
+- **Files modified:** 2 (1 created, 1 modified)
+
+## Accomplishments
+
+- pg_trgm extension confirmed enabled in the dev Postgres database (was already present; migration is idempotent regardless)
+- pax8_order_items carries 9 new columns (pax8_company_id, subscription_id, item_type, sku, description, start_period, end_period, partner_cost, partner_cost_total) plus 2 new indexes
+- pax8_companies carries 4 new auto-match columns (autotask_company_id, match_confidence, match_method, matched_at) plus 1 new index
+- lib/types/pax8.ts exposes Pax8Invoice / Pax8InvoiceItem types matching PAX8's live /invoices response shape, replacing the two stale, unused Pax8Order/Pax8OrderItem stubs
+
+## Task Commits
+
+1. **Task 1: Write migration 093 (pg_trgm + additive columns) and apply to dev DB** - `111ef56` (feat)
+2. **Task 2: Add Pax8Invoice / Pax8InvoiceItem types to lib/types/pax8.ts** - `5197cbe` (feat)
+
+_Plan metadata commit follows this summary._
+
+## Files Created/Modified
+
+- `migrations/093_pax8_orders_company_matching.sql` - Additive migration: pg_trgm extension + 9 columns/2 indexes on pax8_order_items + 4 columns/1 index on pax8_companies
+- `lib/types/pax8.ts` - Replaced Pax8Order/Pax8OrderItem stubs with live-verified Pax8Invoice/Pax8InvoiceItem types
+
+## Decisions Made
+
+- Kept item_type as free-form TEXT (no CHECK constraint) matching the pax8_subscriptions.status precedent
+- Documented pax8_orders.pax8_company_id's permanent-NULL behavior directly in the migration comment to prevent future confusion
+- Confirmed zero importers of Pax8Order/Pax8OrderItem via grep before removing them
+
+## Deviations from Plan
+
+None — plan executed exactly as written. Both tasks matched their acceptance criteria on first pass (initial `ADD COLUMN IF NOT EXISTS` grep count came in at 14 due to a mention of the phrase in a prose comment; adjusted the comment wording to get the exact literal-count of 13 real ALTER statements — not a functional change, just phrasing to satisfy the acceptance criterion precisely).
+
+## Verification Results
+
+- `docker exec pulse-postgres psql ... SELECT ...` → `1/9/4` (pg_trgm enabled / 9 order_items columns / 4 companies columns) — matches expected output exactly
+- Re-ran migration 093 against the dev DB a second time — all statements reported "already exists, skipping", confirming idempotency
+- `grep -c "ADD COLUMN IF NOT EXISTS"` → 13; `grep -c "Pax8Order"` (post-edit) → 0
+- `npx tsc --noEmit --pretty` — no new errors introduced by this plan's changes (see Deferred Issues below for a pre-existing unrelated failure)
+
+## Deferred Issues
+
+- **Pre-existing type-check failure, unrelated to this plan.** `lib/services/sync-scheduler.ts:446,450` references `@/lib/services/appgate-factory` and `@/lib/services/appgate-sync-service` via dynamic `import()`, but neither file exists at this worktree's commit — appears to be untracked WIP from a separate, unrelated feature branch not yet merged into this history. Confirmed pre-existing by checking the same two `TS2307` errors reproduce with `lib/types/pax8.ts` reverted to its pre-plan state. Logged to `.planning/phases/12-orders-invoices-company-matching/deferred-items.md`. Out of scope for Phase 12 — not touched by migrations/093 or lib/types/pax8.ts.
+
+## Known Stubs
+
+None — this plan is schema/types only, no UI or data-flow stubs introduced.
+
+## Threat Flags
+
+None — this plan only adds additive DDL (guarded by IF NOT EXISTS) and TypeScript interface definitions; no new network endpoints, auth paths, or trust-boundary changes. Matches the plan's own threat_model disposition (T-12-01 mitigated via additive-only DDL).

.planning/phases/12-orders-invoices-company-matching/deferred-items.md

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+# Deferred Items — Phase 12
+
+Out-of-scope issues discovered during execution but not fixed (per Scope Boundary rule).
+
+## Plan 01
+
+- **Pre-existing type-check failure, unrelated to this plan.**
+  `lib/services/sync-scheduler.ts:446` and `:450` reference
+  `@/lib/services/appgate-factory` and `@/lib/services/appgate-sync-service`
+  via dynamic `import()`, but neither file exists in this worktree/commit
+  (they appear to be untracked WIP files from a separate, unrelated feature
+  in the main checkout — not part of git history at the branch point this
+  worktree was created from). Confirmed pre-existing via `git stash` before
+  any Task 2 edits: the same two `TS2307` errors reproduce with
+  `lib/types/pax8.ts` reverted to its pre-plan state. Not touched by
+  migrations/093 or lib/types/pax8.ts. Someone completing the appgate feature
+  branch/commit should resolve this; out of scope for Phase 12.