From a8bb55e394c941dcd1be74d551fcdc9564a0c9a1 Mon Sep 17 00:00:00 2001 From: lorentz Date: Fri, 10 Jul 2026 22:49:31 -0400 Subject: [PATCH] docs(phase-12): update tracking after wave 2 --- .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 6293cae..1aaed7a 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -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 | - | diff --git a/.planning/STATE.md b/.planning/STATE.md index e142d70..bea9058 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 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%