5.9 KiB
| gsd_state_version | milestone | milestone_name | status | stopped_at | last_updated | last_activity | progress | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1.0 | v3.0 | Phishing Triage Automation | completed | Phase 23 context gathered | 2026-07-16T22:37:09.984Z | 2026-07-16 -- Phase 22 marked complete |
|
Project State
Project Reference
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 Position
Phase: 22 — COMPLETE Plan: 1 of 6 Status: Phase 22 complete Last activity: 2026-07-16 -- Phase 22 marked complete
Progress: [░░░░░░░░░░] 0%
Performance Metrics
Velocity:
- Total plans completed: 60 (v1.0: 42, v2.0: 20 across phases 10-14 — see per-phase table)
- Average duration: —
- Total execution time: 0.0 hours (v3.0)
By Phase:
| Phase | Plans | Total | Avg/Plan |
|---|---|---|---|
| 01-09.1 (v1.0) | 34 | - | - |
| 10-14 (v2.0) | 20 | - | - |
| 15-21 (v3.0) | TBD | - | - |
| 15 | 3 | - | - |
| 18 | 5 | - | - |
| 21 | 2 | - | - |
Recent Trend:
- Last 5 plans: — (v2.0 closed 2026-07-12; v3.0 not yet executed)
- Trend: —
Updated after each plan completion
Accumulated Context
Decisions
Decisions are logged in PROJECT.md Key Decisions table. Recent decisions affecting current work:
-
v3.0 roadmap: 7 phases (15-21), each a hard dependency on at least one predecessor except Phase 17 (Mimecast blast-radius), which only depends on the Phase 15 schema and could be built in parallel with Phase 16 (EML parser) if split across two workstreams — sequenced after 16 here for a single execution thread
-
The durable schema (campaigns/reports/messages/indicators/classifications/ remediation_actions/audit_events) lands in Phase 15, before any service that writes to it — new migration, next number after 096 (097+)
-
ACCESS-01 is mapped to Phase 18 (the first phase introducing
/api/phishing/*routes) rather than a standalone terminal phase; every later phishing endpoint (19, 20, 21) is expected to continue enforcing the samerequireAuth/requirePermissionconvention as a success-criteria carry-forward, not a re-mapped requirement -
Classification (Phase 19) is sequenced after both Phase 17 (blast-radius) and Phase 18 (campaigns) since it needs both as inputs
-
Remediation/approval/audit (Phase 20) is sequenced after Phase 18 (campaigns) and Phase 19 (classifications) — can't approve/gate an action that doesn't reference either
-
Autotask triage note (Phase 21) is last — its content summarizes classification + blast radius + recommended/approved remediation state, so it has nothing to summarize until Phases 19-20 exist
Roadmap Evolution
-
Phase 22 added: 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. 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
None yet.
Blockers/Concerns
- 2026-07-15 — Phase 18 gap closure (18-04): decision-coverage gate flagged D-02/D-03/D-04 (grouping-parameter decisions from original discuss-phase) as not literally cited in any plan's
must_haves/truths. Overridden and proceeded — these decisions were already implemented in 18-01 (24h window, subject normalization, no-merge behavior) and independently confirmed correct by both 18-REVIEW.md and 18-VERIFICATION.md. Citation gap only, not an implementation gap.
Quick Tasks Completed
| # | Description | Date | Commit | Directory |
|---|---|---|---|---|
| 260712-ash | Add PAX8 to admin sync overview page + detail page | 2026-07-12 | 6ed6c66 |
260712-ash-add-pax8-to-the-admin-sync-overview-page |
| 260716-n46 | Fix Mimecast blast-radius future-end-date swallow bug + multi-tenant gap (per-company tenant resolution) | 2026-07-16 | 9951e53 |
260716-n46-fix-mimecast-blast-radius-date-window-fu |
| 260716-pgr | Fix confidence display bug (0-1 scale rendered as raw percent, e.g. "1%" instead of "100%") | 2026-07-16 | 3f16268 |
260716-pgr-fix-confidence-display-bug-in-classifica |
Deferred Items
Items acknowledged and carried forward from previous milestone close:
| Category | Item | Status | Deferred At |
|---|---|---|---|
| Follow-up | Tablet breakpoint (md:max-w-2xl) on mobile shell |
Deferred | v1.0 close |
| Follow-up | Real notification list behind Bell icon | Deferred | v1.0 close |
| Follow-up | Scroll restoration on Engagement profile back navigation (partial fix only) | Deferred | v1.0 close |
Session Continuity
Last session: 2026-07-16T22:37:09.979Z Stopped at: Phase 23 context gathered Resume file: .planning/phases/23-classification-disposition-per-client-automation-gate/23-CONTEXT.md