diff --git a/.planning/REQUIREMENTS.md b/.planning/REQUIREMENTS.md index f485b6b..4ce73eb 100644 --- a/.planning/REQUIREMENTS.md +++ b/.planning/REQUIREMENTS.md @@ -139,25 +139,25 @@ destructive remediation gated behind explicit human approval. ### Classification Disposition + Automation Gate -- [ ] **CLASSDISP-01**: The classifier assigns a dedicated `USER_AWARENESS` +- [x] **CLASSDISP-01**: The classifier assigns a dedicated `USER_AWARENESS` verdict to campaigns confirmed as phishing-simulation-vendor (KnowBe4/Breach Secure Now) reports, replacing the previous forced-`UNWANTED` disposition for these confirmed-simulation cases -- [ ] **CLASSDISP-02**: `USER_AWARENESS` maps to a new non-destructive +- [x] **CLASSDISP-02**: `USER_AWARENESS` maps to a new non-destructive `acknowledge_user` action that posts a customer-visible thank-you note (Autotask `noteType: 18`, "Client Portal Note") to the reporting employee -- [ ] **CLASSDISP-03**: The campaign review UI surfaces `USER_AWARENESS` and +- [x] **CLASSDISP-03**: The campaign review UI surfaces `USER_AWARENESS` and `acknowledge_user` distinctly from the existing SPAM/UNWANTED/THREAT verdicts and their actions -- [ ] **AUTOGATE-01**: A per-company `phishing_automation_gate` table and +- [x] **AUTOGATE-01**: A per-company `phishing_automation_gate` table and admin-gated `GET`/`PATCH`/`DELETE` API let an operator read and set three independent opt-in automation flags (`auto_parse`, `auto_classify`, `auto_report`) per Autotask company, defaulting to all-OFF when no row exists -- [ ] **AUTOGATE-02**: An `/admin/phishing-automation` page lists companies +- [x] **AUTOGATE-02**: An `/admin/phishing-automation` page lists companies with three independent per-company `Switch` toggles (one per automation stage), backed by the `AUTOGATE-01` API -- [ ] **AUTOGATE-03**: When a company's automation gate stages are enabled, +- [x] **AUTOGATE-03**: When a company's automation gate stages are enabled, the Autotask webhook automatically runs the gated parse→classify→acknowledge chain for that company's phishing reports, with the `acknowledge_user` auto-post carve-out narrowly scoped to `USER_AWARENESS` verdicts only — all @@ -236,12 +236,12 @@ Populated during roadmap creation. | REVIEW-04 | Phase 22 | Complete | | REVIEW-05 | Phase 22 | Complete | | REVIEW-06 | Phase 22 | Complete | -| CLASSDISP-01 | Phase 23 | Pending | -| CLASSDISP-02 | Phase 23 | Pending | -| CLASSDISP-03 | Phase 23 | Pending | -| AUTOGATE-01 | Phase 23 | Pending | -| AUTOGATE-02 | Phase 23 | Pending | -| AUTOGATE-03 | Phase 23 | Pending | +| CLASSDISP-01 | Phase 23 | Complete | +| CLASSDISP-02 | Phase 23 | Complete | +| CLASSDISP-03 | Phase 23 | Complete | +| AUTOGATE-01 | Phase 23 | Complete | +| AUTOGATE-02 | Phase 23 | Complete | +| AUTOGATE-03 | Phase 23 | Complete | **Coverage:** - v1 requirements: 38 total diff --git a/.planning/STATE.md b/.planning/STATE.md index 679a879..f3f22c7 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -2,15 +2,15 @@ gsd_state_version: 1.0 milestone: v3.0 milestone_name: Phishing Triage Automation -status: executing -stopped_at: Phase 23 context gathered -last_updated: "2026-07-17T03:14:55.707Z" +status: milestone_complete +stopped_at: Milestone complete (Phase 23 was final phase) +last_updated: 2026-07-17T03:33:49.428Z last_activity: 2026-07-17 -- Phase 23 execution started progress: total_phases: 9 completed_phases: 8 total_plans: 30 - completed_plans: 29 + completed_plans: 30 percent: 89 --- @@ -21,14 +21,14 @@ progress: See: .planning/PROJECT.md (updated 2026-07-14) **Core value:** A manager/security operator can see every phishing/spam report ticket automatically triaged, deduplicated into campaigns, and classified — with any destructive remediation gated behind explicit human approval. -**Current focus:** Phase 23 — classification-disposition-per-client-automation-gate +**Current focus:** Milestone complete ## Current Position -Phase: 23 (classification-disposition-per-client-automation-gate) — EXECUTING -Plan: 1 of 6 -Status: Executing Phase 23 -Last activity: 2026-07-17 -- Phase 23 execution started +Phase: 23 +Plan: Not started +Status: Milestone complete +Last activity: 2026-07-17 Progress: [░░░░░░░░░░] 0% @@ -36,7 +36,7 @@ Progress: [░░░░░░░░░░] 0% **Velocity:** -- Total plans completed: 60 (v1.0: 42, v2.0: 20 across phases 10-14 — see per-phase table) +- Total plans completed: 66 (v1.0: 42, v2.0: 20 across phases 10-14 — see per-phase table) - Average duration: — - Total execution time: 0.0 hours (v3.0) @@ -50,6 +50,7 @@ Progress: [░░░░░░░░░░] 0% | 15 | 3 | - | - | | 18 | 5 | - | - | | 21 | 2 | - | - | +| 23 | 6 | - | - | **Recent Trend:**