From d4630dd7dec423a788eab95fdcfb655f693db3de Mon Sep 17 00:00:00 2001 From: lorentz Date: Fri, 10 Jul 2026 20:54:46 -0400 Subject: [PATCH] docs(phase-11): update tracking after wave 3 --- .planning/ROADMAP.md | 6 +++--- 1 file changed, 3 insertions(+), 3 deletions(-) diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index bdc8c70..7edbe5e 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -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 | - |