wulf-pulse/.planning/v2.0-MILESTONE-AUDIT.md

milestone	audited	status	scores	gaps	tech_debt	nyquist
v2.0	2026-07-11T11:55:44Z	gaps_found	requirements phases integration flows 9/14 3/5 8/8 1/1	requirements integration flows id status phase claimed_by_plans completed_by_plans verification_status evidence PAX8-07 unsatisfied Phase 13 missing Phase 13 (Scheduler & Admin Toggle) has not been discussed, planned, or executed. No PLAN.md/SUMMARY.md exist. id status phase claimed_by_plans completed_by_plans verification_status evidence PAX8-09 unsatisfied Phase 13 missing Same as PAX8-07 — Phase 13 not yet started. id status phase claimed_by_plans completed_by_plans verification_status evidence PAX8-12 unsatisfied Phase 14 missing Phase 14 (/pax8 UI Surface) has not been discussed, planned, or executed. id status phase claimed_by_plans completed_by_plans verification_status evidence PAX8-13 unsatisfied Phase 14 missing Same as PAX8-12 — Phase 14 not yet started. id status phase claimed_by_plans completed_by_plans verification_status evidence PAX8-14 unsatisfied Phase 14 missing Same as PAX8-12 — Phase 14 not yet started. finding severity affected_requirements evidence GET /api/pax8/sync status endpoint under-reports warning PAX8-06 PAX8-10 PAX8-11 app/api/pax8/sync/route.ts GET handler's counts query only selects pax8_companies/pax8_subscriptions/pax8_products (written in Phase 11). Phase 12 added pax8_orders, pax8_order_items, and pax8_company_match_review and wired their sync into the same fullSync() this route triggers, but never extended the status query. Data lands correctly in Postgres (proven directly in 12-05-SUMMARY.md), but an admin polling this endpoint today has zero visibility into whether PAX8-06/10/11 actually ran.	phase items 11-company-catalog-subscription-sync Pre-existing tsc errors in lib/services/sync-scheduler.ts:446,450 (missing appgate-factory/appgate-sync-service modules) — untracked WIP unrelated to PAX8, reproduces before and after this phase's changes phase items 12-orders-invoices-company-matching Same pre-existing sync-scheduler.ts TS2307 errors reproduce unchanged across all 5 plans 2 pre-existing itglue-search.test.ts failures (unrelated file, last touched in commit a0a6e7f well before Phase 12) GET /api/pax8/sync status endpoint not extended for orders/company-matches (see integration gap above) IN-03 (accepted, informational): Pax8InvoiceItem.forCompanyId vs .companyId ambiguity — only companyId is read; live-verified correct for sampled data	compliant_phases partial_phases missing_phases overall 10-pax8-client-auth-foundation 12-orders-invoices-company-matching 11-company-catalog-subscription-sync partial

Milestone v2.0 — PAX8 Integration — Audit Report

Scope

5 phases planned for this milestone. 3 executed and verified (Phases 10, 11, 12). 2 not yet started (Phase 13: Scheduler & Admin Toggle; Phase 14: /pax8 UI Surface).

This audit reflects the milestone's current state, not a false claim of completion — the gaps_found status below is expected given 2 of 5 phases remain unbuilt, not a defect in the work that has shipped.

Phase Verification Summary

Phase	Status	Requirements	Notes
10. PAX8 Client & Auth Foundation	✓ passed	PAX8-01, PAX8-02	—
11. Company, Catalog & Subscription Sync	✓ passed	PAX8-03, PAX8-04, PAX8-05, PAX8-08	No VALIDATION.md (Nyquist missing)
12. Orders/Invoices & Company Matching	✓ passed	PAX8-06, PAX8-10, PAX8-11	Code-reviewed (2 critical + 3 warning fixed), UAT 7/7, security 9/9 closed, Nyquist compliant
13. Scheduler & Admin Toggle	not started	PAX8-07, PAX8-09	—
14. /pax8 UI Surface	not started	PAX8-12, PAX8-13, PAX8-14	—

Requirements Coverage (3-Source Cross-Reference)

REQ-ID	Description	Phase	VERIFICATION	SUMMARY frontmatter	REQUIREMENTS.md	Final Status
PAX8-01	OAuth2 client-credentials auth	10	passed	listed	[x]	satisfied
PAX8-02	isPax8Configured() helper	10	passed	listed	[x]	satisfied
PAX8-03	Sync companies	11	passed	listed	[x]	satisfied
PAX8-04	Sync subscriptions	11	passed	listed	[x]	satisfied
PAX8-05	Sync product catalog	11	passed	listed	[x]	satisfied
PAX8-08	Read-only sync operations	11	passed	listed	[x]	satisfied
PAX8-06	Sync orders/invoices (historical)	12	passed	listed	[x]	satisfied
PAX8-10	Fuzzy company auto-match	12	passed	listed	[x]	satisfied
PAX8-11	Flag unmatched/ambiguous, never guess	12	passed	listed	[x]	satisfied
PAX8-07	Daily sync via cron	13	missing	absent	[ ]	unsatisfied (phase not started)
PAX8-09	Toggle via /admin/integrations	13	missing	absent	[ ]	unsatisfied (phase not started)
PAX8-12	Manual match resolution UI	14	missing	absent	[ ]	unsatisfied (phase not started)
PAX8-13	/pax8 page: companies/subscriptions/cost	14	missing	absent	[ ]	unsatisfied (phase not started)
PAX8-14	/pax8 page surfaces flagged matches	14	missing	absent	[ ]	unsatisfied (phase not started)

No orphaned requirements — every REQ-ID in the traceability table maps to a real phase; the 5 unsatisfied ones are correctly tracked as "Pending" and their phases genuinely haven't run yet.

Cross-Phase Integration (Phases 10–12 only, per scope)

8/8 expected connections wired. 0 orphaned exports. 0 hard breaks.

Full fullSync() dependency chain traced and verified against live data (12-05-SUMMARY.md: 94 invoices, 29,696 order items, 80 auto-matches, 38 flagged, idempotent across 2 runs): syncCompanies → syncSubscriptions (+ referencedProductIds) → syncProducts → syncOrders → syncCompanyMatches

Schema cross-check: every INSERT column list in pax8-sync-service.ts verified against migrations 091/092/093/094/095 — no positional param/column mismatches found. pax8_company_match_review upsert's ON CONFLICT clause matches the exact partial unique index in migration 091.

Integration Finding (Warning, not a blocker)

GET /api/pax8/sync status endpoint under-reports (affects PAX8-06, PAX8-10, PAX8-11 visibility)

The status endpoint's counts query (written in Phase 11) only selects pax8_companies/pax8_subscriptions/pax8_products. Phase 12 added pax8_orders, pax8_order_items, and pax8_company_match_review, wired their sync into the same fullSync() this route triggers, but never extended the status query to report them. Data lands correctly (proven by direct DB assertions), but today's only read surface for PAX8 sync status has zero visibility into orders/invoices/matching activity. Not a blocker — recommend fixing before or during Phase 14, since the /pax8 UI page will likely want this same status data.

Nyquist Compliance

Phase	VALIDATION.md	Compliant	Action
10	exists	true	—
11	missing	—	/gsd:validate-phase 11
12	exists	true	—

Tech Debt (accumulated, non-blocking)

Phase 11 & 12 (recurring):

• Pre-existing lib/services/sync-scheduler.ts:446,450 TS2307 errors (missing appgate-factory/appgate-sync-service modules) — untracked WIP unrelated to PAX8, confirmed reproducing unchanged across both phases' plans
• 2 pre-existing lib/services/analyzer/itglue-search.test.ts failures (unrelated file, last touched well before Phase 12)

Phase 12:

• GET /api/pax8/sync status endpoint gap (see Integration Finding above)
• IN-03 (accepted, informational, from 12-REVIEW.md): Pax8InvoiceItem.forCompanyId vs .companyId field ambiguity — only companyId is read; live-verified correct for the sampled data

Verdict

gaps_found — driven entirely by 2 of 5 milestone phases not yet being built (Phase 13, Phase 14). Everything that HAS shipped (Phases 10–12) is fully wired, verified, security-audited, and Nyquist-covered except for one missing VALIDATION.md (Phase 11) and one non-blocking status-endpoint gap.