From bb737bdf65b27ec3beb96b1653531eacecb67092 Mon Sep 17 00:00:00 2001
From: lorentz <lorentz@wulfconsulting.com>
Date: Fri, 10 Jul 2026 11:54:06 -0400
Subject: [PATCH] docs: start milestone v2.0 PAX8 Integration

---
 .planning/PROJECT.md | 35 ++++++++++++++++++++++++++++++++---
 .planning/STATE.md   | 31 ++++++++++++++-----------------
 2 files changed, 46 insertions(+), 20 deletions(-)

diff --git a/.planning/PROJECT.md b/.planning/PROJECT.md
index 104a3db..5732f1a 100644
--- a/.planning/PROJECT.md
+++ b/.planning/PROJECT.md
@@ -15,6 +15,29 @@ A manager can open Pulse on their phone and, in under 30 seconds, see the
 state of the business and triage tickets — without ever needing to switch to
 desktop for read-only awareness.
 
+## Current Milestone: v2.0 PAX8 Integration
+
+**Goal:** Sync PAX8 licensing/subscription data into Pulse, read-only, mapped
+to Autotask companies, so managers can see subscription costs and seat counts
+alongside existing company data.
+
+**Target features:**
+- PAX8 client + factory (OAuth2 client-credentials; credentials already
+  provisioned)
+- Read-only sync of companies, subscriptions, product catalog, and
+  orders/invoices into Postgres
+- Fuzzy-name matching of PAX8 companies to Autotask companies, with a
+  manual-review path for unmatched/ambiguous cases
+- New `/pax8` page (company list, subscriptions, cost breakdown)
+- Daily sync via the existing scheduler pattern
+
+Unrelated in domain to the v1.0 Mobile Shell Redesign above — this milestone
+adds a new backend integration and admin-facing surface, not a mobile change.
+See `.planning/seeds/SEED-002-pax8-integration.md` for the exploration that
+scoped this milestone. `.planning/seeds/SEED-003-general-pulse-data-assistant.md`
+(NL chatbot over Pulse data) is explicitly out of scope here — a separate
+future milestone that will consume this data once it exists.
+
 ## Requirements
 
 ### Validated
@@ -112,14 +135,20 @@ desktop for read-only awareness.
 
 ### Active
 
-<!-- Hypotheses for this milestone — see docs/superpowers/specs/2026-05-03-mobile-shell-design.md -->
+<!-- Hypotheses for this milestone — see .planning/seeds/SEED-002-pax8-integration.md -->
 
-_No active hypotheses — all planned milestone phases validated._
+- PAX8 client + factory, read-only sync of companies/subscriptions/catalog/
+  orders into Postgres, fuzzy-name Autotask company matching, new `/pax8`
+  page, daily sync cadence — v2.0 PAX8 Integration milestone (see above)
 
 ### Out of Scope
 
 <!-- From spec §7. Explicit boundaries to prevent scope creep. -->
 
+- PAX8 write access (seat adjustments, placing orders) — read-only in v2.0;
+  revisit only if reconciliation surfaces a concrete need to act, not just view
+- General natural-language data assistant / chatbot over Pulse data — separate
+  future milestone (SEED-003), deliberately not bundled with the PAX8 data sync
 - Service worker / offline cache / push notifications — deferred until a clear
   offline use-case lands
 - Tablet breakpoint (`md:max-w-2xl`) — noted as follow-up, keep `max-w-lg`
@@ -198,4 +227,4 @@ This document evolves at phase transitions and milestone boundaries.
 4. Update Context with current state
 
 ---
-*Last updated: 2026-05-11 — Phase 9 complete (User Profile & Preferences)*
+*Last updated: 2026-07-10 — v2.0 PAX8 Integration milestone started*
diff --git a/.planning/STATE.md b/.planning/STATE.md
index 88285c8..aacb014 100644
--- a/.planning/STATE.md
+++ b/.planning/STATE.md
@@ -1,17 +1,16 @@
 ---
 gsd_state_version: 1.0
-milestone: v1.0
-milestone_name: milestone
-status: executing
-stopped_at: Phase 9 UI-SPEC approved
-last_updated: "2026-05-11T10:38:01.535Z"
-last_activity: 2026-05-11 -- Phase 09.1 execution started
+milestone: v2.0
+milestone_name: PAX8 Integration
+status: planning
+last_updated: "2026-07-10T15:53:23.273Z"
+last_activity: 2026-07-10
 progress:
-  total_phases: 11
-  completed_phases: 10
-  total_plans: 31
-  completed_plans: 30
-  percent: 97
+  total_phases: 0
+  completed_phases: 0
+  total_plans: 0
+  completed_plans: 0
+  percent: 0
 ---
 
 # Project State
@@ -25,12 +24,10 @@ See: .planning/PROJECT.md (updated 2026-05-03)
 
 ## Current Position
 
-Phase: 09.1 (ntfy-backend-fix) — EXECUTING
-Plan: 1 of 1
-Status: Executing Phase 09.1
-Last activity: 2026-05-21 - Completed quick task 260521-foj: Fix weekly-full FK error: widen Companies filter + defensive ticket company_id validation
-
-Progress: [░░░░░░░░░░] 0%
+Phase: Not started (defining requirements)
+Plan: —
+Status: Defining requirements
+Last activity: 2026-07-10 — Milestone v2.0 started
 
 ## Performance Metrics