docs(phase-12): evolve PROJECT.md after phase completion
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@ -150,15 +150,23 @@ future milestone that will consume this data once it exists.
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all carrying cost data, 0 unreferenced products, stable across re-run.
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Validated in Phase 11: Company, Catalog & Subscription Sync
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(PAX8-03, PAX8-04, PAX8-05, PAX8-08)
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- ✓ Historical PAX8 invoice/order-item costs synced per company with billing
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periods (`pax8_order_items`: 29,311 rows across ~56k live history),
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fuzzy-name Autotask company matching via pg_trgm (0.90 auto-link threshold,
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80 confident auto-matches), no-match/ambiguous companies flagged in
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`pax8_company_match_review` instead of silently guessed (38 unresolved:
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16 no-match, 22 ambiguous), idempotent across re-syncs (resolved matches
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never overwritten). Validated in Phase 12: Orders/Invoices & Company
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Matching (PAX8-06, PAX8-10, PAX8-11)
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### Active
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<!-- Hypotheses for this milestone — see .planning/seeds/SEED-002-pax8-integration.md -->
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- Historical orders/invoices sync, fuzzy-name Autotask company matching, new
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`/pax8` page, daily sync cadence — v2.0 PAX8 Integration milestone (see
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above); client/auth/schema foundation (Phase 10) and current-state sync
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(Phase 11) now validated above
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- New `/pax8` page, daily sync cadence — v2.0 PAX8 Integration milestone (see
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above); client/auth/schema foundation (Phase 10), current-state sync
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(Phase 11), and historical orders/invoices + company matching (Phase 12)
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now validated above
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### Out of Scope
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@ -246,4 +254,4 @@ This document evolves at phase transitions and milestone boundaries.
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4. Update Context with current state
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---
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*Last updated: 2026-07-11 — Phase 11: Company, Catalog & Subscription Sync complete*
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*Last updated: 2026-07-11 — Phase 12: Orders/Invoices & Company Matching complete*
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