diff --git a/.planning/phases/23-classification-disposition-per-client-automation-gate/23-04-SUMMARY.md b/.planning/phases/23-classification-disposition-per-client-automation-gate/23-04-SUMMARY.md new file mode 100644 index 0000000..37abb37 --- /dev/null +++ b/.planning/phases/23-classification-disposition-per-client-automation-gate/23-04-SUMMARY.md @@ -0,0 +1,101 @@ +--- +phase: 23-classification-disposition-per-client-automation-gate +plan: 04 +subsystem: ui +tags: [nextjs, react, shadcn, admin-page, phishing-automation] + +# Dependency graph +requires: + - phase: 23-classification-disposition-per-client-automation-gate + provides: "Plan 03's phishing_automation_gate migration + admin GET/PATCH/DELETE API" +provides: + - /admin/phishing-automation page with searchable/filterable company table and three per-row Switch toggles (auto-parse, auto-classify, auto-report) + - /admin index tile linking to the new page +affects: [23-05-gated-webhook-chain] + +# Tech tracking +tech-stack: + added: [] + patterns: [per-stage toggle(company, stage, next) sending all three current flags on every PATCH, cloned from client-scope's single-toggle pattern] + +key-files: + created: + - app/admin/phishing-automation/page.tsx + modified: + - app/admin/page.tsx + +key-decisions: + - "Used the Bot lucide icon for the Phishing Automation tile (ShieldCheck was already claimed by the Roles tile) to keep icons visually distinct within the Tools & Data section" + - "Task 1's human-verify checkpoint was approved against a temporary rebuild of the production container rather than local `npm run dev`, per the user's own testing preference in this session — functionally equivalent verification of the same committed code" + +patterns-established: + - "Per-stage toggle(company, stage, next) helper: PATCHes all three current boolean flags (two unchanged + one toggled) rather than supporting partial-field updates, matching the Plan 03 API's all-fields-required PATCH contract" + +requirements-completed: [AUTOGATE-02] + +# Metrics +duration: ~25min (across two sessions; Task 2 continuation session ~5min) +completed: 2026-07-16 +--- + +# Phase 23 Plan 04: Admin Phishing-Automation Page + Index Tile Summary + +**New `/admin/phishing-automation` page with a per-company table exposing three independent Switch toggles (auto-parse, auto-classify, auto-report), cloned from the `/admin/client-scope` structure, plus a discoverable tile on the `/admin` index.** + +## Performance + +- **Duration:** ~25 min total (Task 1 in prior session, Task 2 completed in this continuation session in ~5 min) +- **Completed:** 2026-07-16 +- **Tasks:** 2 completed +- **Files modified:** 2 (1 created, 1 modified) + +## Accomplishments +- `/admin/phishing-automation` page renders a searchable/filterable company table with three per-row `Switch` toggles wired to the Plan 03 API (GET on load, PATCH on toggle, all three flags sent together) +- Helper caption clarifies stage dependency (report meaningfully requires classify; classify requires parse) as informational guidance only — not enforced in the UI +- `/admin` index now has a "Phishing Automation" tile in the Tools & Data section, next to Client Scope, linking to the new page +- Human verification (Task 1 checkpoint) confirmed: table loads with three toggle columns all OFF by default, a toggle persists across reload via PATCH, and search/type filters work — tested against a temporary production container rebuild + +## Task Commits + +Each task was committed atomically: + +1. **Task 1: Build /admin/phishing-automation page (3-toggle company table)** - `5dabaad` (feat) — completed in prior session; checkpoint approved +2. **Task 2: Add admin index tile for Phishing Automation** - `160fe88` (feat) — completed in this continuation session + +_No TDD tasks in this plan — all tasks are `type="checkpoint:human-verify"` (Task 1) and `type="auto"` (Task 2)._ + +## Files Created/Modified +- `app/admin/phishing-automation/page.tsx` (266 lines) - `'use client'` page with `Company` interface (`autoParse`/`autoClassify`/`autoReport` booleans), `load()` GET fetch, per-stage `toggle(company, stage, next)` PATCH, search + company-type filter chrome, three `` cells per row with `aria-label`s, `PageHeader` describing the opt-in gate and acknowledge_user auto-post behavior +- `app/admin/page.tsx` - Added `Bot` to the `lucide-react` import block; added a "Phishing Automation" tile object to the Tools & Data section's `tiles[]` array, immediately after "Client Scope" + +## Decisions Made +- Chose the `Bot` icon (not `ShieldCheck`, already used by the Roles tile) for visual distinction within the same admin section +- Task 1's checkpoint verification was performed by the user against a temporary production container rebuild rather than `npm run dev` locally — same committed code, equivalent verification path; documented here since it deviates from the plan's literal `npm run dev` instruction + +## Deviations from Plan + +None - plan executed exactly as written (Task 1's checkpoint verification method was a user-driven substitution of environment, not a code deviation). + +## Issues Encountered + +None. + +## User Setup Required + +None - no external service configuration required. + +## Next Phase Readiness +- The admin control surface for the per-company automation gate (D-08) is complete and reachable from `/admin` +- Plan 05 (gated webhook auto-pipeline) can now rely on admins having a UI to opt individual companies into auto-parse/auto-classify/auto-report +- `npx tsc --noEmit --pretty` exits 0 + +--- +*Phase: 23-classification-disposition-per-client-automation-gate* +*Completed: 2026-07-16* + +## Self-Check: PASSED + +- FOUND: app/admin/phishing-automation/page.tsx +- FOUND: app/admin/page.tsx +- FOUND: commit 5dabaad (Task 1) +- FOUND: commit 160fe88 (Task 2)