wulf-pulse/.planning/STATE.md

gsd_state_version	milestone	milestone_name	status	stopped_at	last_updated	last_activity	progress
1.0	v2.0	PAX8 Integration	executing	Phase 13 context gathered	2026-07-11T13:26:58.148Z	2026-07-11 -- Phase 13 planning complete	total_phases completed_phases total_plans completed_plans percent 5 3 14 11 60

Project State

Project Reference

See: .planning/PROJECT.md (updated 2026-07-10)

Core value: Managers can see PAX8 subscription costs and seat counts alongside existing Autotask company data in Pulse, without manually cross-referencing PAX8's own portal. Current focus: Phase 13 — scheduler & admin toggle

Current Position

Phase: 13 Plan: Not started Status: Ready to execute Last activity: 2026-07-11 -- Phase 13 planning complete

Progress: [░░░░░░░░░░] 0%

Performance Metrics

Velocity:

• Total plans completed: 41 (all from v1.0 Mobile Shell Redesign)
• Average duration: —
• Total execution time: 0.0 hours (v2.0)

By Phase:

Phase	Plans	Total	Avg/Plan
01	2	-	-
02	2	-	-
03	2	-	-
04	3	-	-
05	2	-	-
06	3	-	-
07	3	-	-
07.1	5	-	-
08	2	-	-
09	6	-	-
09.1	1	-	-
10	3	-	-
11	3	-	-
12	5	-	-
13	TBD	-	-
14	TBD	-	-

Recent Trend:

• Last 5 plans: — (v1.0 closed; v2.0 not yet executed)
• Trend: —

Updated after each plan completion

Accumulated Context

Decisions

Decisions are logged in PROJECT.md Key Decisions table. Recent decisions affecting current work:

• v2.0 roadmap: 5 phases (10-14), strictly sequential — auth foundation → current-state sync → historical sync + company matching → scheduler/admin toggle → UI — each phase is a hard dependency on the previous, no parallelization within this milestone

• Phase 10 isolates OAuth2 client-credentials auth + the full PAX8 schema migration before any sync logic is written, to de-risk the new external integration early

• PAX8-08 (read-only guarantee) and PAX8-11 (flag don't guess) are treated as constraints verified within their natural sync phase (11 and 12 respectively), not standalone phases

• PAX8-12 (admin resolves flagged matches) is delivered on the /pax8 page itself (Phase 14) rather than a separate /admin surface — /pax8 is the dedicated home for this integration's data and review workflow

Pending Todos

None yet.

Blockers/Concerns

None yet.

Deferred Items

Items acknowledged and carried forward from previous milestone close:

Category	Item	Status	Deferred At
Follow-up	Tablet breakpoint (md:max-w-2xl) on mobile shell	Deferred	v1.0 close
Follow-up	Real notification list behind Bell icon	Deferred	v1.0 close
Follow-up	Scroll restoration on Engagement profile back navigation (partial fix only)	Deferred	v1.0 close

Session Continuity

Last session: 2026-07-11T12:20:34.713Z Stopped at: Phase 13 context gathered Resume file: .planning/phases/13-scheduler-admin-toggle/13-CONTEXT.md