diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 3221d88..c6f5f6b 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -368,6 +368,7 @@ of a functional dependency on Phase 21. - [x] **Phase 20: Remediation, Approval & Audit Safety** — Proposed-only remediation actions, approve/remediate/mark-false-positive APIs, idempotent re-run, full audit trail (completed 2026-07-16) - [x] **Phase 21: Autotask Triage Note** — Sanitized internal triage note posted via existing safe note-write path, or returned via API if no such path exists (completed 2026-07-16) - [x] **Phase 22: Approval UI (LiveLink)** — Ticket-ID-addressable Pulse page (Autotask LiveLink target) showing campaign timeline, evidence, and classification, with approve/remediate/mark-false-positive wired to the Phase 20 APIs (completed 2026-07-16) +- [ ] **Phase 23: Classification Disposition + Per-Client Automation Gate** — Dedicated "User Awareness" verdict for confirmed phishing-simulation-vendor reports (currently forced into generic UNWANTED), plus an admin UI gate controlling per-company whether the phishing pipeline (parse/classify/report-to-ticket) runs automatically or requires manual trigger ## Phase Details @@ -525,6 +526,16 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 (P - [x] 22-06-PLAN.md — Review page + campaigns list page + nav entry (REVIEW-01, REVIEW-05, REVIEW-06) **UI hint**: yes +### Phase 23: Classification Disposition + Per-Client Automation Gate + +**Goal:** Add a dedicated "User Awareness" verdict for confirmed phishing-simulation-vendor (KnowBe4/Breach Secure Now) reports — today forced into the generic UNWANTED bucket despite the classifier already detecting the simulation vendor and explicitly skipping the THREAT tier — and add an admin UI gate page letting an admin choose, per Autotask company, whether the phishing pipeline's parse/classify/report-to-ticket stages run automatically (now that the previously-dead Autotask webhook is fixed) or require the existing manual Analyze/Classify/triage-note triggers. +**Requirements**: TBD +**Depends on:** Phase 17, Phase 18, Phase 19, Phase 20, Phase 21, Phase 22 +**Plans:** 0 plans + +Plans: +- [ ] TBD (run /gsd-plan-phase 23 to break down) + --- *Roadmap created: 2026-05-03* *v2.0 phases added: 2026-07-10* diff --git a/.planning/STATE.md b/.planning/STATE.md index cd7fbe7..9c62e26 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -99,6 +99,13 @@ Recent decisions affecting current work: classification, with approve/remediate/mark-false-positive wired to the Phase 20 APIs. Depends on Phase 19 + Phase 20 only; not functionally dependent on Phase 21 despite being numbered after it. +- Phase 23 added: Classification Disposition + Per-Client Automation Gate — + dedicated "User Awareness" verdict for confirmed phishing-simulation-vendor + reports (currently forced into generic UNWANTED), plus an admin UI gate + for per-company automatic vs. manual phishing pipeline execution. Surfaced + live during Phase 22 review of a real Breach Secure Now report (ticket + 699415) — the classifier already detects the simulation vendor and skips + the THREAT tier, but has no distinct outcome to reflect it. ### Pending Todos diff --git a/.planning/phases/23-classification-disposition-per-client-automation-gate/.gitkeep b/.planning/phases/23-classification-disposition-per-client-automation-gate/.gitkeep new file mode 100644 index 0000000..e69de29