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docs(phase-11): update tracking after wave 3

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lorentz 2026-07-10 20:54:46 -04:00
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6
.planning/ROADMAP.md
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@ -238,7 +238,7 @@ it schedules the *complete* sync, not a partial one. Phase 14 ships the
render, including the manual-resolution workflow for flagged companies.
- [x] **Phase 10: PAX8 Client & Auth Foundation** — OAuth2 client-credentials auth, `isPax8Configured()`, and the PAX8 schema migration (completed 2026-07-10)
- [ ] **Phase 11: Company, Catalog & Subscription Sync** — Read-only sync of current-state companies, product catalog, and subscriptions into Postgres
- [x] **Phase 11: Company, Catalog & Subscription Sync** — Read-only sync of current-state companies, product catalog, and subscriptions into Postgres (completed 2026-07-11)
- [ ] **Phase 12: Orders/Invoices & Company Matching** — Historical cost sync plus fuzzy-name auto-matching (with flagging) of PAX8 companies to Autotask companies
- [ ] **Phase 13: Scheduler & Admin Toggle** — Daily `pax8-daily` cron entry and an on/off switch in `/admin/integrations`
- [ ] **Phase 14: /pax8 UI Surface** — New page listing companies/subscriptions/cost breakdown, plus manual resolution of flagged company matches
@ -272,7 +272,7 @@ render, including the manual-resolution workflow for flagged companies.
**Plans**: 3 plans
- [x] 11-01-PLAN.md — Migration 092 subscription cost columns + extend pax8 types + read-only client pagination helpers (PAX8-04, PAX8-05, PAX8-08)
- [x] 11-02-PLAN.md — pax8-sync-service.ts (companies + subscriptions + referenced-only catalog + soft-delete reconciliation) + /api/pax8/sync fire-and-forget route (PAX8-03, PAX8-04, PAX8-05, PAX8-08)
- [ ] 11-03-PLAN.md — Read-only invariant proof + live sync run DB verification checkpoint (PAX8-03, PAX8-04, PAX8-05, PAX8-08)
- [x] 11-03-PLAN.md — Read-only invariant proof + live sync run DB verification checkpoint (PAX8-03, PAX8-04, PAX8-05, PAX8-08)
**UI hint**: no
### Phase 12: Orders/Invoices & Company Matching
@ -330,7 +330,7 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 ph
| 9. User Profile & Preferences | v1.0 | 6/6 | Complete | 2026-07-10 |
| 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 | 2/3 | In Progress| |
| 11. Company, Catalog & Subscription Sync | v2.0 | 3/3 | Complete | 2026-07-11 |
| 12. Orders/Invoices & Company Matching | v2.0 | 0/TBD | Not started | - |
| 13. Scheduler & Admin Toggle | v2.0 | 0/TBD | Not started | - |
| 14. /pax8 UI Surface | v2.0 | 0/TBD | Not started | - |