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docs(phase-12): update tracking after wave 2

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lorentz 2026-07-10 22:49:31 -04:00
parent fe7860760b
commit a8bb55e394
2 changed files with 11 additions and 11 deletions
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8
.planning/ROADMAP.md
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@ -285,9 +285,9 @@ render, including the manual-resolution workflow for flagged companies.
3. A PAX8 company with no match, or with multiple similarly-scored Autotask candidates, is persisted with a flagged/needs-review status instead of being auto-assigned
4. Re-running the sync does not overwrite a match that has already been manually confirmed/resolved (idempotent with respect to human decisions)
**Plans**: 5 plans
- [ ] 12-01-PLAN.md — Migration 093 (pg_trgm + pax8_order_items/pax8_companies columns) + Pax8Invoice/Pax8InvoiceItem types (PAX8-06, PAX8-10, PAX8-11)
- [ ] 12-02-PLAN.md — pax8-client listAllInvoices/listAllInvoiceItems + tests + live field-mapping spot-check (PAX8-06)
- [ ] 12-03-PLAN.md — pax8-company-matcher.ts (pg_trgm similarity, 0.90 threshold, tie/empty/idempotency policy) + tests (PAX8-10, PAX8-11)
- [x] 12-01-PLAN.md — Migration 093 (pg_trgm + pax8_order_items/pax8_companies columns) + Pax8Invoice/Pax8InvoiceItem types (PAX8-06, PAX8-10, PAX8-11)
- [x] 12-02-PLAN.md — pax8-client listAllInvoices/listAllInvoiceItems + tests + live field-mapping spot-check (PAX8-06)
- [x] 12-03-PLAN.md — pax8-company-matcher.ts (pg_trgm similarity, 0.90 threshold, tie/empty/idempotency policy) + tests (PAX8-10, PAX8-11)
- [ ] 12-04-PLAN.md — syncOrders + syncCompanyMatches wired into Pax8SyncService.fullSync + sync-service tests (PAX8-06, PAX8-10, PAX8-11)
- [ ] 12-05-PLAN.md — Live full-sync verification of all 4 success criteria + human-verify checkpoint (PAX8-06, PAX8-10, PAX8-11)
**UI hint**: no
@ -336,7 +336,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph
| 9.1. ntfy Backend Fix | v1.0 | 1/1 | Complete | 2026-07-10 |
| 10. PAX8 Client & Auth Foundation | v2.0 | 3/3 | Complete | 2026-07-10 |
| 11. Company, Catalog & Subscription Sync | v2.0 | 3/3 | Complete | 2026-07-11 |
| 12. Orders/Invoices & Company Matching | v2.0 | 0/TBD | Not started | - |
| 12. Orders/Invoices & Company Matching | v2.0 | 3/5 | In Progress| |
| 13. Scheduler & Admin Toggle | v2.0 | 0/TBD | Not started | - |
| 14. /pax8 UI Surface | v2.0 | 0/TBD | Not started | - |

14
.planning/STATE.md
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@ -4,8 +4,8 @@ milestone: v2.0
milestone_name: PAX8 Integration
status: executing
stopped_at: Phase 12 context gathered
last_updated: "2026-07-11T02:26:37.362Z"
last_activity: 2026-07-11 -- Phase 12 planning complete
last_updated: "2026-07-11T02:38:03.649Z"
last_activity: 2026-07-11 -- Phase 12 execution started
progress:
total_phases: 5
completed_phases: 2
@ -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 12 — orders/invoices & company matching
**Current focus:** Phase 12 — orders-invoices-company-matching
## Current Position
Phase: 12
Plan: Not started
Status: Ready to execute
Last activity: 2026-07-11 -- Phase 12 planning complete
Phase: 12 (orders-invoices-company-matching) — EXECUTING
Plan: 1 of 5
Status: Executing Phase 12
Last activity: 2026-07-11 -- Phase 12 execution started
Progress: [░░░░░░░░░░] 0%