diff --git a/.planning/ROADMAP.md b/.planning/ROADMAP.md index 484d51f..c792d91 100644 --- a/.planning/ROADMAP.md +++ b/.planning/ROADMAP.md @@ -654,14 +654,14 @@ Phases execute in numeric order. v1.0 (Phases 1-9.1) shipped 2026-07-10. v2.0 (P **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**: CLASSDISP-01, CLASSDISP-02, CLASSDISP-03, AUTOGATE-01, AUTOGATE-02, AUTOGATE-03 **Depends on:** Phase 17, Phase 18, Phase 19, Phase 20, Phase 21, Phase 22 -**Plans:** 5 plans (2 waves) +**Plans:** 3/5 plans executed Plans: **Wave 1** -- [ ] 23-01-PLAN.md — USER_AWARENESS verdict + acknowledge_user action + customer-visible note writer (noteType 18) (CLASSDISP-01, CLASSDISP-02) -- [ ] 23-02-PLAN.md — Review UI: USER_AWARENESS badge + acknowledge_user manual action (CLASSDISP-03) -- [ ] 23-03-PLAN.md — Migration 100 phishing_automation_gate + admin GET/PATCH/DELETE API (AUTOGATE-01) +- [x] 23-01-PLAN.md — USER_AWARENESS verdict + acknowledge_user action + customer-visible note writer (noteType 18) (CLASSDISP-01, CLASSDISP-02) +- [x] 23-02-PLAN.md — Review UI: USER_AWARENESS badge + acknowledge_user manual action (CLASSDISP-03) +- [x] 23-03-PLAN.md — Migration 100 phishing_automation_gate + admin GET/PATCH/DELETE API (AUTOGATE-01) **Wave 2** *(blocked on Wave 1 completion)* diff --git a/.planning/STATE.md b/.planning/STATE.md index 476232f..c20761d 100644 --- a/.planning/STATE.md +++ b/.planning/STATE.md @@ -4,8 +4,8 @@ milestone: v3.0 milestone_name: Phishing Triage Automation status: executing stopped_at: Phase 23 context gathered -last_updated: "2026-07-16T23:31:43.767Z" -last_activity: 2026-07-16 -- Phase 23 planning complete +last_updated: "2026-07-16T23:33:45.377Z" +last_activity: 2026-07-16 -- Phase 23 execution started progress: total_phases: 9 completed_phases: 8 @@ -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 22 — approval-ui-livelink-addressable-campaign-review-and-approve +**Current focus:** Phase 23 — classification-disposition-per-client-automation-gate ## Current Position -Phase: 22 — COMPLETE -Plan: 1 of 6 -Status: Ready to execute -Last activity: 2026-07-16 -- Phase 23 planning complete +Phase: 23 (classification-disposition-per-client-automation-gate) — EXECUTING +Plan: 1 of 5 +Status: Executing Phase 23 +Last activity: 2026-07-16 -- Phase 23 execution started Progress: [░░░░░░░░░░] 0%