From dbc0d5a703a60b108e57b8fe420b635d55625886 Mon Sep 17 00:00:00 2001 From: lorentz Date: Sat, 11 Jul 2026 07:12:34 -0400 Subject: [PATCH] docs(phase-12): evolve PROJECT.md after phase completion --- .planning/PROJECT.md | 18 +++++++++++++----- 1 file changed, 13 insertions(+), 5 deletions(-) diff --git a/.planning/PROJECT.md b/.planning/PROJECT.md index c7975ef..354050e 100644 --- a/.planning/PROJECT.md +++ b/.planning/PROJECT.md @@ -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 -- 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*