docs(phase-12): evolve PROJECT.md after phase completion

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lorentz 2026-07-11 07:12:34 -04:00
parent 8a55eb3f2a
commit dbc0d5a703

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