---
phase: 23-classification-disposition-per-client-automation-gate
verified: 2026-07-16T23:45:00Z
status: passed
score: 18/18 must-haves verified
overrides_applied: 0
re_verification:
  previous_status: gaps_found
  previous_score: 17/18
  gaps_closed:
    - "auto_report auto-posts ONLY the acknowledge_user thank-you note for USER_AWARENESS verdicts — no other verdict/action is auto-posted or auto-approved (Truth #18 / AUTOGATE-03) — idempotency guard added via autoPostAcknowledgment(), plus two review-found defects in that fix (missing actionId in audit payload; missing manual-path re-approval guard) both closed in a follow-up commit"
  gaps_remaining: []
  regressions: []
---

# Phase 23: Classification Disposition + Per-Client Automation Gate Verification Report (Re-Verification)

**Phase Goal:** Add a dedicated "User Awareness" verdict for confirmed phishing-simulation-vendor reports, plus an admin UI gate letting an admin choose per-Autotask-company whether the phishing pipeline's parse/classify/report-to-ticket stages run automatically or require manual approval.

**Verified:** 2026-07-16T23:45:00Z
**Status:** passed
**Re-verification:** Yes — after gap closure (plan 23-06 + its review-fix commit)

## Goal Achievement

### Observable Truths

This re-verification focuses on Truth #18 / AUTOGATE-03 (full 3-level check) and regression-checks Truths #1-17 (existence + diff-based sanity, since their supporting files were untouched by 23-06).

| # | Truth | Status | Evidence |
|---|-------|--------|----------|
| 1-17 | (see original 17 truths — classifier verdict/action mapping, review-UI surfacing, automation-gate table/API/admin-page, gated webhook wiring) | VERIFIED (no regression) | `git diff cc87607..HEAD --stat` shows zero diff for every file backing truths #1-17 (`campaign-classifier.ts`, `remediation-default-params.ts`, `triage-note-service.ts`, `classification-card.tsx`, `action-area-card.tsx`, `timeline-card.tsx`, `migrations/100_phishing_automation_gate.sql`, both admin API routes, `app/admin/phishing-automation/page.tsx`, `phishing-automation-gate.ts`). Full test run of all 5 phase-23 test files (`campaign-classifier.test.ts`, `remediation-default-params.test.ts`, `triage-note-service.test.ts`, `remediation-service.test.ts`, `phishing-automation-gate.test.ts`) passes: 86/86 (was 81/81 at original verification — the +5 are the new `autoPostAcknowledgment` idempotency tests and the CR-02 `approveRemediationActions` guard tests). |
| 18 | auto_report auto-posts ONLY the acknowledge_user note for USER_AWARENESS verdicts — no duplicate-note risk on repeat webhook passes for the same campaign — AND the auto-posted row's audit trail correctly feeds `completedAt` derivation, AND the manual approve path cannot re-post an already-auto-acknowledged campaign | **VERIFIED** | Three sub-checks, all confirmed by direct code read + passing tests (see below). |

**Score:** 18/18 truths verified

#### Truth #18 sub-verification detail

**(a) Original CR-01 fix — idempotent auto-post, no duplicate notes:**
`lib/services/webhook-service.ts:560-562` — the `auto_report` branch now calls `autoPostAcknowledgment(campaignId, 'system:auto_report')` (imported from `./remediation-service`, line 22) instead of the previously-unguarded `generateAndPostAcknowledgment(campaignId)`. `autoPostAcknowledgment` (`remediation-service.ts:355-399`) opens a transaction, takes `SELECT id FROM campaigns WHERE id = $1 FOR UPDATE` (serializes concurrent webhooks for the same campaign), checks `SELECT id FROM remediation_actions WHERE campaign_id = $1 AND action_type = 'acknowledge_user' LIMIT 1` — if a row already exists, returns `{ posted: false }` with **no** insert, **no** audit write, **no** note post. Only on the first pass does it insert a `completed` `remediation_actions` row + write a `remediation_completed` audit_events row (inside the transaction), then post the real note after commit (never inside the transaction; failure caught/logged, never propagated). Confirmed by `remediation-service.test.ts`'s `describe('autoPostAcknowledgment', ...)` block — Test A (first pass posts once), Test B (idempotency — the CR-01 fix — existing row skips insert/audit/note, `posted: false`), Test C (note-post rejection is non-fatal).

**(b) Review CR-01 fix — audit payload `actionId`:**
`remediation-service.ts:371-386` — the INSERT now has `RETURNING id::text AS id`, and the subsequent `writeAuditEvent` payload is `{ actionId: insertRes.rows[0].id, actionType: 'acknowledge_user', auto: true }` (previously omitted `actionId` entirely). `app/api/phishing/campaigns/[id]/route.ts:225-231` (unchanged by this phase — confirmed via `git diff cc87607..HEAD` empty for this file) builds `completedAtByActionId` by reading `event.payload.actionId` from `remediation_completed` audit rows; this now resolves correctly for auto-posted rows exactly as it already did for manually-remediated rows. Test coverage: `remediation-service.test.ts:366-372` asserts the audit call's payload `toMatchObject({ ..., payload: { actionId: 'auto-action-1', actionType: 'acknowledge_user', auto: true } })`.

**(c) Review CR-02 fix — manual-path re-approval guard:**
`remediation-service.ts:112-132` (inside `approveRemediationActions`, previously unguarded) — before validating/inserting each requested action, if `acknowledge_user` is among the requested actions, it runs `SELECT id FROM remediation_actions WHERE campaign_id = $1 AND action_type = 'acknowledge_user' LIMIT 1`; if a row already exists, the loop throws `RemediationValidationError('acknowledge_user has already been posted for this campaign')` for that action **before** any insert happens. This closes the gap the review identified: `approveRemediationActions` → `remediateApprovedActions` → `generateAndPostAcknowledgment` was previously reachable via a direct API call with no server-side defense even after the auto-post path had already sent the note. Test coverage: `remediation-service.test.ts:165-192` — "rejects re-approving acknowledge_user when it has already been posted for the campaign (CR-02 fix)" (asserts zero inserts) and "still allows approving acknowledge_user when no prior post exists for the campaign" (regression guard against over-blocking the legitimate first-approval case).

### Required Artifacts

| Artifact | Expected | Status | Details |
|----------|----------|--------|---------|
| `lib/services/remediation-service.ts` | `autoPostAcknowledgment(campaignId, actor)` — idempotent, audit-persisting, `actionId`-carrying auto-post orchestrator | VERIFIED | Lines 324-399; exports `autoPostAcknowledgment` + `AutoPostAcknowledgmentResult`; `RETURNING id::text AS id` + `actionId` in audit payload present |
| `lib/services/remediation-service.ts` (`approveRemediationActions`) | Server-side guard against re-approving `acknowledge_user` for an already-auto-posted campaign | VERIFIED | Lines 112-132 |
| `lib/services/remediation-service.test.ts` | Tests proving idempotent skip, `actionId` in payload, manual re-approval rejection | VERIFIED | `describe('autoPostAcknowledgment', ...)` (3 tests, lines 353-399) + 2 new tests in `describe('approveRemediationActions', ...)` (lines 165-192); 18/18 tests pass in this file |
| `lib/services/webhook-service.ts` | `auto_report` branch calls `autoPostAcknowledgment` instead of the unguarded direct call | VERIFIED | Line 22 (import), lines 560-562 (call); `grep -c generateAndPostAcknowledgment lib/services/webhook-service.ts` returns 0 |
| `app/api/phishing/campaigns/[id]/route.ts` | `completedAt` derivation reads `payload.actionId` — now correctly populated for auto-posted rows | VERIFIED (unchanged, now correctly fed) | Lines 221-231; file has zero diff since original verification — confirms the fix is entirely on the write side (`autoPostAcknowledgment`), no read-side change needed |
| 14 files backing truths #1-17 | No modification since original verification | VERIFIED — zero diff | Confirmed via individual `git diff cc87607..HEAD -- <file> \| wc -l` = 0 for all 11 distinct artifact files plus the campaigns route |

### Key Link Verification

| From | To | Via | Status | Details |
|------|----|----|--------|---------|
| `webhook-service.ts` auto_report branch | `autoPostAcknowledgment` | direct call, `verdict === 'USER_AWARENESS'` guard intact | WIRED | `webhook-service.ts:560-562` |
| `autoPostAcknowledgment` | `remediation_actions` idempotency check | `SELECT ... action_type = 'acknowledge_user' LIMIT 1` before insert | WIRED | `remediation-service.ts:362-369` |
| `autoPostAcknowledgment` | `generateAndPostAcknowledgment` | post-commit call, gated by `inserted === true` | WIRED | `remediation-service.ts:390-396` |
| `autoPostAcknowledgment` audit payload | `completedAtByActionId` map | `actionId` field round-trip | WIRED | `remediation-service.ts:382` → `route.ts:225-231` |
| `approveRemediationActions` | pre-insert re-approval guard | existence check + throw before per-action insert loop | WIRED | `remediation-service.ts:112-132` |

### Data-Flow Trace (Level 4)

Not applicable in the "renders dynamic data" sense — this closure is service-layer state/audit persistence plus one webhook-branch rewire, no new UI. The one relevant data-flow — `remediation_actions.approved_by` / `audit_events.payload.actionId` written by `autoPostAcknowledgment` flowing into `app/api/phishing/campaigns/[id]/route.ts`'s `completedAtByActionId` map and onward to `RemediationActionSummary.completedAt` — is confirmed flowing (real column reads, no static/empty fallback) since the route file is unchanged and the write-side now emits the shape the route already expected.

### Behavioral Spot-Checks

| Behavior | Command | Result | Status |
|----------|---------|--------|--------|
| Type check across whole repo | `npx tsc --noEmit --pretty` | No output (clean) | PASS |
| Idempotency + audit + manual-guard unit tests | `npx vitest run lib/services/remediation-service.test.ts` | 18/18 tests passed | PASS |
| Full phase-23 test surface (regression check) | `npx vitest run lib/services/campaign-classifier.test.ts lib/services/remediation-default-params.test.ts lib/services/triage-note-service.test.ts lib/services/remediation-service.test.ts lib/services/phishing-automation-gate.test.ts` | 86/86 tests passed (was 81/81 at original verification) | PASS |
| Whole-repo test suite (unrelated-regression check) | `npx vitest run` | 439/441 passed; 2 failures in `lib/services/analyzer/itglue-search.test.ts` | PASS (failures pre-existing, unrelated — see below) |
| Commit sequence confirms claimed fix chain | `git log --oneline -10` | `6e8c78b fix(23-06): capture actionId...guard manual re-approval` → `13bf851 fix(23-06): wire auto_report webhook branch` → `c79af9b feat(23-06): add idempotent autoPostAcknowledgment` on top of `a918b72 docs(23): gap-closure plan` on top of `cc87607 docs(23): add phase verification report` | PASS |

**Note on the 2 whole-repo test failures:** `lib/services/analyzer/itglue-search.test.ts` has 2 failing assertions (`tolerates per-call failures` tests, off-by-one on `result.docs.length`). Confirmed via `git diff cc87607..HEAD -- lib/services/analyzer/itglue-search.ts lib/services/analyzer/itglue-search.test.ts` (zero lines changed) and `git log` on those files (last touched at commit `a0a6e7f`, long before phase 23) that this is a pre-existing, unrelated failure — not introduced by this phase or its gap-closure work. Consistent with the SUMMARY's own disclosure of this issue.

### Probe Execution

Not applicable — no `scripts/*/tests/probe-*.sh` files exist and none are referenced in the plans/summaries for this phase or its gap-closure plan.

### Requirements Coverage

| Requirement | Source Plan | Description | Status | Evidence |
|-------------|------------|-------------|--------|----------|
| CLASSDISP-01 | 23-01 | Classifier assigns USER_AWARENESS to confirmed simulation reports | SATISFIED (no regression) | Unchanged since original verification |
| CLASSDISP-02 | 23-01 | USER_AWARENESS maps to non-destructive acknowledge_user posting noteType 18 | SATISFIED (no regression) | Unchanged since original verification |
| CLASSDISP-03 | 23-02 | Review UI surfaces USER_AWARENESS/acknowledge_user distinctly | SATISFIED (no regression) | Unchanged since original verification |
| AUTOGATE-01 | 23-03 | Per-company gate table + admin-gated GET/PATCH/DELETE API, opt-in defaults | SATISFIED (no regression) | Unchanged since original verification |
| AUTOGATE-02 | 23-04 | /admin/phishing-automation page with 3 Switch toggles, backed by AUTOGATE-01 API | SATISFIED (no regression) | Unchanged since original verification |
| AUTOGATE-03 | 23-05, 23-06 | Gated webhook auto-pipeline, acknowledge_user auto-post narrowly scoped to USER_AWARENESS only, idempotent, audit-consistent, and defended against duplicate manual re-approval | **SATISFIED** (upgraded from PARTIALLY SATISFIED) | `webhook-service.ts:560-562` + `remediation-service.ts:112-132,324-399` + 5 new passing tests |

No orphaned requirements — all six IDs from ROADMAP.md's Phase 23 entry are claimed and covered. `.planning/REQUIREMENTS.md`'s Traceability table still lists all six as "Pending" (lines 239-244) — this is the same pre-existing housekeeping-only discrepancy noted (non-blocking) in the original verification's Truth #14; it was not addressed by plan 23-06 (out of that plan's scope) and does not affect this re-verification's functional findings.

### Anti-Patterns Found

None in the files touched by this gap-closure (`remediation-service.ts`, `remediation-service.test.ts`, `webhook-service.ts`) — no `TBD`/`FIXME`/`XXX`/`TODO`/`HACK`/`PLACEHOLDER` markers found.

One warning-level item from `23-06-REVIEW.md` remains open and was not required to be closed by this re-verification's scope (it was categorized Warning, not Critical, and is not part of Truth #18's observable contract):

| File | Line | Pattern | Severity | Impact |
|------|------|---------|----------|--------|
| `lib/services/remediation-service.ts` | 355-360 (`autoPostAcknowledgment`) | No explicit "campaign not found" guard (WR-01 in `23-06-REVIEW.md`), unlike `markCampaignFalsePositive`'s equivalent check | Warning (non-blocking) | A bad/stale `campaignId` would fail via an opaque Postgres FK-violation on the `INSERT INTO remediation_actions` rather than a typed `RemediationValidationError`; caught by `webhook-service.ts`'s surrounding try/catch so it does not crash the request or break Truth #18's idempotency contract — purely a diagnostics/consistency nit |

The other review Info-level item (`IN-01` — `posted: true` even when the note itself failed to send) is confirmed still present but is explicitly documented in the review as intentional design mirroring the already-VERIFIED manual path's identical trade-off — not a defect.

No unresolved `TBD`/`FIXME`/`XXX` debt markers found in any file touched by this phase or its gap closure.

### Human Verification Required

None. This gap-closure plan introduced no new UI surface; the one prior human-verify checkpoint (Truth #15, plan 23-04's admin toggle page) was already completed and is unaffected by this closure (its backing file has zero diff since the original verification).

### Gaps Summary

None remaining. The single gap from the original verification (Truth #18 / AUTOGATE-03 — missing idempotency guard on the webhook auto-post path, CR-01) is closed: `autoPostAcknowledgment()` now makes the auto-post idempotent per campaign via a `campaigns` row lock + `remediation_actions` existence check, persisting both a `remediation_actions` row and a `remediation_completed` audit_events row on first post only.

The subsequent code-review pass on that closure (`23-06-REVIEW.md`) found two further real defects in the fix itself — both confirmed fixed by direct code inspection in this re-verification:
1. The audit payload now includes `actionId` (via `RETURNING id::text AS id` on the insert), correctly feeding `completedAt` derivation in the campaign-detail API for auto-posted rows.
2. `approveRemediationActions` (the manual approve path) now has a server-side guard rejecting re-approval of `acknowledge_user` when a prior post (auto or manual) already exists for the campaign — closing the direct-API-call bypass of the client-side-only UI gate.

All 5 new/modified tests pass, `npx tsc --noEmit --pretty` is clean, and no file backing any of the other 17 previously-VERIFIED truths shows any diff since the original verification (`git diff cc87607..HEAD --stat` confirms the only production-code changes are `lib/services/remediation-service.ts` and `lib/services/webhook-service.ts`, exactly matching plan 23-06's declared `files_modified` plus the review-fix commit on the same two files).

Phase 23 is now fully verified: 18/18 must-haves, 6/6 requirement IDs SATISFIED, no regressions, no outstanding human-verification items.

---

_Verified: 2026-07-16T23:45:00Z_
_Verifier: Claude (gsd-verifier)_
