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docs(12): tag D-01/D-02/D-04 citations in must_haves

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lorentz 2026-07-10 22:26:33 -04:00
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6
.planning/phases/12-orders-invoices-company-matching/12-03-PLAN.md
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@ -12,8 +12,8 @@ requirements: [PAX8-10, PAX8-11]
must_haves:
truths:
- "A PAX8 company with a single candidate scoring >= 0.90 and no near-tie is auto-linked (columns written on pax8_companies)"
- "A PAX8 company with the best score < 0.90, or a second candidate within 0.05 of the top, is flagged with the top-3 candidates (never auto-linked)"
- "A PAX8 company with a single candidate scoring >= 0.90 and no near-tie is auto-linked (columns written on pax8_companies) (D-01)"
- "A PAX8 company with the best score < 0.90, or a second candidate within 0.05 of the top, is flagged with the top-3 candidates (never auto-linked) (D-02 / D-04)"
- "A PAX8 company with zero candidates above the 0.3 floor is flagged with an empty candidate_company_ids array (D-03)"
- "A human-resolved match is never overwritten by re-running the matcher (D-05 / SC#4)"
- "PAX8 company names are passed as bound parameters into similarity(), never string-interpolated"
@ -87,7 +87,7 @@ Precedent to port (lib/services/device-link-reconciler.ts):
- reconcileUnlinkedDevices(opts?: { limit?; dryRun? }) — top-level scan loop +
ReconcileResult rollup.
Schema (after Plan 01's migration 092):
Schema (after Plan 01's migration 093):
- pax8_companies: id UUID, name TEXT, is_deleted BOOLEAN, autotask_company_id
BIGINT, match_confidence NUMERIC(4,3), match_method TEXT, matched_at TIMESTAMPTZ.
- companies (Autotask): id BIGINT, company_name VARCHAR(255), is_active BOOLEAN.