tractatus/docs/plans/security-implementation-tracker.md

# Security Implementation Tracker
**Tractatus 6-Phase Security Framework**

**Project Start:** 2025-10-14
**Target Completion:** TBD
**Current Phase:** Phase 0 (Quick Wins)
**Overall Status:** 🟡 In Progress

---

## Quick Reference

| Phase | Status | Progress | Start Date | Completion Date | Effort (hours) |
|-------|--------|----------|------------|-----------------|----------------|
| **Phase 0: Quick Wins** | 🟡 In Progress | 0% | 2025-10-14 | - | 0 / 5 |
| **Phase 1: Foundation** | ⚪ Not Started | 0% | - | - | 0 / 25 |
| **Phase 2: File & Email** | ⚪ Not Started | 0% | - | - | 0 / 45 |
| **Phase 3: App Security** | ⚪ Not Started | 0% | - | - | 0 / 35 |
| **Phase 4: API Protection** | ⚪ Not Started | 0% | - | - | 0 / 35 |
| **Phase 5: Monitoring** | ⚪ Not Started | 0% | - | - | 0 / 45 |
| **Phase 6: Integration** | ⚪ Not Started | 0% | - | - | 0 / 30 |
| **TOTAL** | - | 0% | - | - | 0 / 220 |

**Legend:** 🟢 Complete | 🟡 In Progress | 🔴 Blocked | ⚪ Not Started

---

## Phase 0: Quick Wins (80/20 Approach)

**Goal:** Implement high-value, low-effort security measures immediately
**Duration:** 1 day
**Effort:** 5 hours
**Status:** 🟡 In Progress

### Quick Win Tasks

#### QW-1: Security Headers Middleware ✅ HIGH VALUE, LOW EFFORT
- [ ] Create `src/middleware/security-headers.middleware.js`
- [ ] Implement CSP, HSTS, X-Frame-Options, X-Content-Type-Options
- [ ] Apply globally to all routes in `src/server.js`
- [ ] Test headers with `curl -I localhost:9000`
- [ ] Verify on SecurityHeaders.com
- **Effort:** 30 minutes
- **Value:** Prevents XSS, clickjacking, MIME sniffing attacks

#### QW-2: Basic Input Validation ✅ HIGH VALUE, MEDIUM EFFORT
- [ ] Install dependencies: `npm install validator dompurify jsdom`
- [ ] Create `src/middleware/input-validation.middleware.js` (basic version)
- [ ] Implement HTML sanitization and length limits
- [ ] Apply to critical endpoints (cases, media, contact)
- [ ] Test with XSS payloads
- **Effort:** 1 hour
- **Value:** Prevents XSS and injection attacks on forms

#### QW-3: Rate Limiting (In-Memory) ✅ HIGH VALUE, LOW EFFORT
- [ ] Install: `npm install express-rate-limit`
- [ ] Create `src/middleware/rate-limit.middleware.js` (basic version)
- [ ] Apply to public endpoints (100 req/15min)
- [ ] Apply to form endpoints (5 req/min)
- [ ] Test by exceeding limits
- **Effort:** 30 minutes
- **Value:** Prevents brute force, DoS, spam

#### QW-4: File Upload Size Limits ✅ MEDIUM VALUE, LOW EFFORT
- [ ] Configure multer file size limits in existing upload routes
- [ ] Set 10MB for documents, 50MB for media
- [ ] Add basic MIME type validation
- [ ] Test with oversized files
- **Effort:** 20 minutes
- **Value:** Prevents resource exhaustion

#### QW-5: CSRF Protection ✅ HIGH VALUE, LOW EFFORT
- [ ] Install: `npm install csurf cookie-parser`
- [ ] Configure CSRF middleware in `src/server.js`
- [ ] Add CSRF token endpoint `/api/csrf-token`
- [ ] Update client-side forms to include CSRF token
- [ ] Test CSRF rejection
- **Effort:** 45 minutes
- **Value:** Prevents cross-site request forgery

#### QW-6: Basic Security Logging ✅ MEDIUM VALUE, LOW EFFORT
- [ ] Create `/var/log/tractatus/security-audit.log`
- [ ] Create `src/utils/security-logger.js` (simple version)
- [ ] Log failed auth attempts, rate limits, validation failures
- [ ] Test logging with security events
- **Effort:** 30 minutes
- **Value:** Audit trail for security events

#### QW-7: Response Sanitization ✅ MEDIUM VALUE, LOW EFFORT
- [ ] Create `src/middleware/response-sanitization.middleware.js`
- [ ] Hide stack traces in production
- [ ] Remove sensitive fields from responses
- [ ] Apply error handler globally
- [ ] Test with forced errors
- **Effort:** 30 minutes
- **Value:** Prevents information disclosure

#### QW-8: Deploy to Production ✅ CRITICAL
- [ ] Commit all changes
- [ ] Deploy security middleware to production
- [ ] Verify headers on production
- [ ] Monitor for false positives
- [ ] Create rollback plan
- **Effort:** 30 minutes
- **Value:** Security improvements live

### Quick Wins Completion Criteria
- [ ] All 8 quick win tasks completed
- [ ] Security headers active on production
- [ ] Basic input validation working
- [ ] Rate limiting preventing abuse
- [ ] CSRF protection enabled
- [ ] Security logging operational
- [ ] Zero critical issues from quick wins
- [ ] Performance impact <10ms per request

**Progress:** 0 / 8 tasks complete (0%)

---

## Phase 1: Foundation & Sovereign Tools

**Goal:** Install and configure all security infrastructure
**Duration:** 1-2 weeks
**Effort:** 25 hours
**Status:** ⚪ Not Started
**Dependencies:** Phase 0 complete

### Infrastructure Installation

#### P1-1: ClamAV Antivirus Setup
- [ ] Install ClamAV and daemon: `apt install clamav clamav-daemon`
- [ ] Configure `/etc/clamav/clamd.conf` (max file sizes)
- [ ] Configure `/etc/clamav/freshclam.conf` (daily updates)
- [ ] Update virus definitions: `freshclam`
- [ ] Enable and start services
- [ ] Test with EICAR file
- **Effort:** 2 hours
- **Blockers:** None
- **Priority:** HIGH

#### P1-2: YARA Pattern Matching
- [ ] Install YARA: `apt install yara`
- [ ] Create `/etc/yara/rules/` directory
- [ ] Create base rule set (suspicious executables, scripts, macros)
- [ ] Test rules on sample files
- [ ] Document rule update process
- **Effort:** 1.5 hours
- **Blockers:** None
- **Priority:** HIGH

#### P1-3: fail2ban Installation
- [ ] Install fail2ban: `apt install fail2ban`
- [ ] Copy jail.conf to jail.local
- [ ] Basic configuration (will integrate in Phase 5)
- [ ] Enable and start service
- [ ] Verify status
- **Effort:** 1 hour
- **Blockers:** None
- **Priority:** MEDIUM

#### P1-4: Redis for Rate Limiting
- [ ] Install Redis: `apt install redis-server`
- [ ] Configure `/etc/redis/redis.conf` (bind localhost, password)
- [ ] Set maxmemory 256mb
- [ ] Enable and start service
- [ ] Test connection with redis-cli
- **Effort:** 1 hour
- **Blockers:** None
- **Priority:** MEDIUM (can use in-memory initially)

#### P1-5: Email Stack Installation
- [ ] Install postfix: `apt install postfix`
- [ ] Install SpamAssassin: `apt install spamassassin`
- [ ] Install amavisd-new: `apt install amavisd-new`
- [ ] Install OpenDKIM: `apt install opendkim`
- [ ] Basic configuration (detailed in Phase 2)
- [ ] Verify services running
- **Effort:** 3 hours
- **Blockers:** None
- **Priority:** LOW (can defer if no email submissions yet)

### Logging Infrastructure

#### P1-6: Log Directory Setup
- [ ] Create `/var/log/tractatus/` with correct permissions
- [ ] Create `/var/quarantine/tractatus/` for suspicious files
- [ ] Create `/var/quarantine/email/` for suspicious emails
- [ ] Configure log rotation in `/etc/logrotate.d/tractatus`
- [ ] Test log rotation
- **Effort:** 30 minutes
- **Blockers:** None
- **Priority:** HIGH

### Communication Setup

#### P1-7: ProtonMail Configuration
- [ ] Create ProtonMail Business accounts
- [ ] Configure `security@tractatus.digital`
- [ ] Configure `admin@tractatus.digital`
- [ ] Set up custom domain integration
- [ ] Test email delivery to all team members
- [ ] Document credentials securely
- **Effort:** 2 hours
- **Blockers:** None
- **Priority:** MEDIUM

#### P1-8: Signal Setup
- [ ] Create "Tractatus Security Team" Signal group
- [ ] Add all team members with verified numbers
- [ ] Document escalation protocol (4 levels)
- [ ] Test notification chain with dummy alert
- [ ] Save group ID for automation
- **Effort:** 1 hour
- **Blockers:** Team member availability
- **Priority:** MEDIUM

### Documentation

#### P1-9: Security Documentation Structure
- [ ] Create `docs/security/` directory structure
- [ ] Create `SECURITY_POLICY.md` (template)
- [ ] Create `INCIDENT_RESPONSE.md` (template)
- [ ] Create `ALERT_THRESHOLDS.md`
- [ ] Create `TOOL_INVENTORY.md`
- [ ] Document all installed tools and versions
- **Effort:** 2 hours
- **Blockers:** None
- **Priority:** MEDIUM

### Phase 1 Completion Criteria
- [ ] All sovereign tools installed and operational
- [ ] ClamAV scanning functional (tested with EICAR)
- [ ] YARA rules loading without errors
- [ ] fail2ban service running
- [ ] Redis operational (or documented as deferred)
- [ ] Email stack installed (or documented as deferred)
- [ ] Log directories created with correct permissions
- [ ] ProtonMail accounts configured
- [ ] Signal group created with all team members
- [ ] Security documentation structure in place
- [ ] Tool inventory documented

**Progress:** 0 / 9 tasks complete (0%)

---

## Phase 2: File & Email Security

**Goal:** Implement file upload validation and email security pipeline
**Duration:** 2-3 weeks
**Effort:** 45 hours
**Status:** ⚪ Not Started
**Dependencies:** Phase 1 complete

### File Upload Validation (inst_041)

#### P2-1: Enhanced Security Logger
- [ ] Upgrade `src/utils/security-logger.js` with full JSON logging
- [ ] Add severity levels
- [ ] Add event type taxonomy
- [ ] Test logging to `/var/log/tractatus/security-audit.log`
- [ ] Verify log format with JSON parser
- **Effort:** 1 hour
- **Blockers:** Phase 1 logging setup
- **Priority:** HIGH

#### P2-2: File Security Middleware
- [ ] Create `src/middleware/file-security.middleware.js`
- [ ] Implement file(1) type validation
- [ ] Integrate ClamAV scanning (clamdscan)
- [ ] Integrate YARA pattern matching
- [ ] Implement quarantine system
- [ ] Add comprehensive logging
- [ ] Create size limit enforcement
- **Effort:** 6 hours
- **Blockers:** Phase 1 ClamAV/YARA installed
- **Priority:** HIGH

#### P2-3: File Upload Route Integration
- [ ] Apply file security to `/api/cases/submit`
- [ ] Apply to `/api/media/upload`
- [ ] Apply to any other upload endpoints
- [ ] Update multer configuration
- [ ] Test with clean files
- [ ] Test with malware samples (EICAR)
- **Effort:** 2 hours
- **Blockers:** P2-2 complete
- **Priority:** HIGH

#### P2-4: Quarantine Management
- [ ] Create quarantine review script
- [ ] Add manual release procedure
- [ ] Add permanent delete procedure
- [ ] Document quarantine workflow
- [ ] Test quarantine/release/delete
- **Effort:** 2 hours
- **Blockers:** P2-2 complete
- **Priority:** MEDIUM

### Email Security (inst_042)

#### P2-5: Postfix Configuration
- [ ] Configure `/etc/postfix/main.cf`
- [ ] Set up virtual domains
- [ ] Configure relay restrictions
- [ ] Enable TLS
- [ ] Test mail delivery
- **Effort:** 3 hours
- **Blockers:** Phase 1 email stack installed
- **Priority:** MEDIUM (if email submissions active)

#### P2-6: SpamAssassin Configuration
- [ ] Configure `/etc/spamassassin/local.cf`
- [ ] Set required score: 5.0
- [ ] Add custom rules for governance domain
- [ ] Enable auto-learn
- [ ] Test spam filtering
- **Effort:** 2 hours
- **Blockers:** P2-5 complete
- **Priority:** MEDIUM

#### P2-7: amavisd-new Integration
- [ ] Configure `/etc/amavis/conf.d/`
- [ ] Integrate ClamAV backend
- [ ] Set virus scanning policies
- [ ] Configure quarantine actions
- [ ] Test virus detection in email
- **Effort:** 3 hours
- **Blockers:** P2-5, P2-6 complete
- **Priority:** MEDIUM

#### P2-8: DKIM/SPF/DMARC Setup
- [ ] Generate DKIM keys
- [ ] Add DNS TXT records (DKIM, SPF, DMARC)
- [ ] Configure OpenDKIM
- [ ] Test email authentication
- [ ] Verify with mail-tester.com
- **Effort:** 4 hours
- **Blockers:** P2-5 complete
- **Priority:** MEDIUM

#### P2-9: Email Attachment Validation
- [ ] Configure allowed attachment types
- [ ] Block executables, scripts, archives
- [ ] Implement attachment scanning
- [ ] Set up email quarantine
- [ ] Test with various attachment types
- **Effort:** 2 hours
- **Blockers:** P2-7 complete
- **Priority:** MEDIUM

### Testing & Documentation

#### P2-10: File Security Testing
- [ ] Test with clean PDF, DOC, images
- [ ] Test with EICAR malware
- [ ] Test with MIME type mismatch
- [ ] Test with oversized files
- [ ] Test with ZIP bombs
- [ ] Document test results
- **Effort:** 2 hours
- **Blockers:** P2-3 complete
- **Priority:** HIGH

#### P2-11: Email Security Testing
- [ ] Send clean email with attachment
- [ ] Send spam-like email
- [ ] Send email with malware attachment
- [ ] Test DKIM/SPF/DMARC validation
- [ ] Verify quarantine functionality
- [ ] Document test results
- **Effort:** 2 hours
- **Blockers:** P2-9 complete
- **Priority:** MEDIUM

### Phase 2 Completion Criteria
- [ ] File upload validation operational on all endpoints
- [ ] ClamAV detecting malware (100% EICAR detection)
- [ ] YARA detecting suspicious patterns
- [ ] File quarantine system working
- [ ] Clean files passing validation
- [ ] Email stack configured (if applicable)
- [ ] Spam filtering operational
- [ ] Email virus scanning functional
- [ ] DKIM/SPF/DMARC passing
- [ ] Email quarantine working
- [ ] Zero false positives with legitimate files
- [ ] All tests documented

**Progress:** 0 / 11 tasks complete (0%)

---

## Phase 3: Application Security

**Goal:** Input validation, HTTP headers, CSRF protection, CSP reporting
**Duration:** 1-2 weeks
**Effort:** 35 hours
**Status:** ⚪ Not Started
**Dependencies:** Phase 0 (quick wins provide foundation)

### Enhanced Input Validation

#### P3-1: Full Input Validation Middleware
- [ ] Enhance existing input validation from Phase 0
- [ ] Add data type validation (email, URL, phone, numeric)
- [ ] Add NoSQL injection detection
- [ ] Add XSS pattern detection
- [ ] Implement validation schemas per endpoint
- [ ] Test with injection payloads
- **Effort:** 4 hours
- **Blockers:** Phase 0 basic validation in place
- **Priority:** HIGH

#### P3-2: Apply Validation to All Endpoints
- [ ] `/api/cases/submit` validation schema
- [ ] `/api/media/inquiry` validation schema
- [ ] `/api/contact` validation schema
- [ ] Any other form endpoints
- [ ] Test each endpoint with valid/invalid data
- **Effort:** 3 hours
- **Blockers:** P3-1 complete
- **Priority:** HIGH

### Enhanced Security Headers

#### P3-3: Upgrade Security Headers
- [ ] Enhance existing headers from Phase 0
- [ ] Add Permissions-Policy
- [ ] Fine-tune CSP directives
- [ ] Add CSP report-uri
- [ ] Test on SecurityHeaders.com (target: A+)
- **Effort:** 2 hours
- **Blockers:** Phase 0 basic headers in place
- **Priority:** MEDIUM

#### P3-4: CSP Violation Reporting Endpoint
- [ ] Create `/api/csp-violations` endpoint
- [ ] Parse CSP reports
- [ ] Log to security audit trail
- [ ] Test with intentional CSP violation
- [ ] Monitor for patterns
- **Effort:** 2 hours
- **Blockers:** P3-3 complete
- **Priority:** MEDIUM

### CSRF Protection

#### P3-5: CSRF Token Management
- [ ] Enhance CSRF from Phase 0 if needed
- [ ] Ensure all POST/PUT/DELETE protected
- [ ] Test token rotation per session
- [ ] Test CSRF rejection
- [ ] Document client-side integration
- **Effort:** 1 hour
- **Blockers:** Phase 0 CSRF in place
- **Priority:** HIGH

### Testing & Documentation

#### P3-6: Input Validation Testing
- [ ] Test XSS payloads (script tags, event handlers)
- [ ] Test NoSQL injection (`$ne`, `$gt`, etc.)
- [ ] Test SQL injection patterns
- [ ] Test length limit enforcement
- [ ] Test data type validation
- [ ] Document all test cases
- **Effort:** 3 hours
- **Blockers:** P3-2 complete
- **Priority:** HIGH

#### P3-7: Security Headers Testing
- [ ] Verify all headers present
- [ ] Test CSP blocking inline scripts
- [ ] Test X-Frame-Options blocking iframes
- [ ] Test HSTS enforcement
- [ ] Run SecurityHeaders.com scan
- [ ] Document header configuration
- **Effort:** 2 hours
- **Blockers:** P3-3 complete
- **Priority:** MEDIUM

### Phase 3 Completion Criteria
- [ ] Input validation on all form endpoints
- [ ] HTML sanitization removing XSS patterns
- [ ] NoSQL injection detection functional
- [ ] Security headers returning A or A+ grade
- [ ] CSP violation reporting operational
- [ ] CSRF protection on all state-changing operations
- [ ] Zero false positives with legitimate input
- [ ] All tests passing
- [ ] Documentation complete

**Progress:** 0 / 7 tasks complete (0%)

---

## Phase 4: API Protection

**Goal:** Rate limiting, JWT authentication, IP blocking, request validation
**Duration:** 1-2 weeks
**Effort:** 35 hours
**Status:** ⚪ Not Started
**Dependencies:** Phase 1 (Redis), Phase 0 (basic rate limiting)

### JWT Authentication System

#### P4-1: JWT Middleware Implementation
- [ ] Create `src/middleware/auth.middleware.js`
- [ ] Implement access token generation (15min expiry)
- [ ] Implement refresh token generation (7day expiry)
- [ ] Implement token verification
- [ ] Add role-based authorization
- [ ] Test token lifecycle
- **Effort:** 4 hours
- **Blockers:** None
- **Priority:** HIGH

#### P4-2: Authentication Routes
- [ ] Create `/api/auth/login` endpoint
- [ ] Create `/api/auth/refresh` endpoint
- [ ] Create `/api/auth/logout` endpoint
- [ ] Hash passwords with bcrypt
- [ ] Test authentication flow
- **Effort:** 3 hours
- **Blockers:** P4-1 complete
- **Priority:** HIGH

#### P4-3: Apply Authentication to Routes
- [ ] Protect `/api/cases/*` (authenticated)
- [ ] Protect `/api/media/*` (authenticated)
- [ ] Protect `/api/admin/*` (admin role)
- [ ] Protect `/api/governance/*` (admin role)
- [ ] Test unauthorized access rejection
- **Effort:** 2 hours
- **Blockers:** P4-2 complete
- **Priority:** HIGH

### Enhanced Rate Limiting

#### P4-4: Redis-Based Rate Limiting
- [ ] Upgrade rate limiting from Phase 0 to use Redis
- [ ] Create `src/middleware/rate-limit.middleware.js` (full version)
- [ ] Implement public tier (100 req/15min)
- [ ] Implement authenticated tier (1000 req/15min)
- [ ] Implement admin tier (50 req/15min)
- [ ] Test each tier
- **Effort:** 3 hours
- **Blockers:** Phase 1 Redis installed
- **Priority:** HIGH

#### P4-5: IP Blocking System
- [ ] Implement violation tracking in Redis
- [ ] Add automatic blocking (10 violations = 24hr block)
- [ ] Create IP whitelist mechanism
- [ ] Test blocking and expiry
- [ ] Document manual unblock procedure
- **Effort:** 3 hours
- **Blockers:** P4-4 complete
- **Priority:** MEDIUM

### API Request Validation

#### P4-6: API Validation Middleware
- [ ] Create `src/middleware/api-validation.middleware.js`
- [ ] Implement content-type validation
- [ ] Implement payload size validation (1MB max)
- [ ] Implement unexpected field rejection
- [ ] Test with malformed requests
- **Effort:** 2 hours
- **Blockers:** None
- **Priority:** MEDIUM

### Response Sanitization

#### P4-7: Enhanced Response Sanitization
- [ ] Upgrade from Phase 0 quick win
- [ ] Hide stack traces in production
- [ ] Remove internal paths from errors
- [ ] Sanitize database errors
- [ ] Test with forced errors
- **Effort:** 2 hours
- **Blockers:** Phase 0 basic sanitization
- **Priority:** MEDIUM

### Testing & Documentation

#### P4-8: Authentication Testing
- [ ] Test login with valid credentials
- [ ] Test login with invalid credentials
- [ ] Test token expiry (15min access)
- [ ] Test refresh token flow
- [ ] Test role-based authorization
- [ ] Document JWT configuration
- **Effort:** 2 hours
- **Blockers:** P4-3 complete
- **Priority:** HIGH

#### P4-9: Rate Limiting Testing
- [ ] Exceed public limit (test 101 requests)
- [ ] Exceed authenticated limit (test 1001 requests)
- [ ] Trigger IP block (10 violations)
- [ ] Verify Redis storing data
- [ ] Test distributed rate limiting
- [ ] Document rate limit configuration
- **Effort:** 2 hours
- **Blockers:** P4-5 complete
- **Priority:** HIGH

### Phase 4 Completion Criteria
- [ ] JWT authentication operational
- [ ] Access tokens expiring after 15 minutes
- [ ] Refresh tokens working (7 days)
- [ ] Role-based authorization enforced
- [ ] Redis-based rate limiting active
- [ ] IP blocking functional (10 violations = block)
- [ ] Content-type validation enforced
- [ ] Payload size limits working
- [ ] Response sanitization hiding sensitive data
- [ ] All tests passing
- [ ] Documentation complete

**Progress:** 0 / 9 tasks complete (0%)

---

## Phase 5: Security Monitoring & Alerting

**Goal:** Dashboard, fail2ban, alerts, weekly reports
**Duration:** 2-3 weeks
**Effort:** 45 hours
**Status:** ⚪ Not Started
**Dependencies:** Phases 1-4 complete

### Security Monitoring Dashboard

#### P5-1: Dashboard Frontend
- [ ] Create `public/admin/security-monitoring.html`
- [ ] Build metrics grid (8 key metrics)
- [ ] Build recent events table
- [ ] Build top violating IPs display
- [ ] Add time range selector
- [ ] Style with Tailwind
- **Effort:** 6 hours
- **Blockers:** None
- **Priority:** HIGH

#### P5-2: Dashboard Backend API
- [ ] Create `src/controllers/security-monitoring.controller.js`
- [ ] Implement log parsing function
- [ ] Implement metrics calculation
- [ ] Create `/api/security-monitoring/metrics` endpoint
- [ ] Create `/api/security-monitoring/events` endpoint
- [ ] Test with sample log data
- **Effort:** 4 hours
- **Blockers:** None
- **Priority:** HIGH

#### P5-3: Dashboard Client-Side Logic
- [ ] Create `public/js/admin/security-monitoring.js`
- [ ] Fetch and display metrics
- [ ] Fetch and render events table
- [ ] Implement auto-refresh (every 30s)
- [ ] Add loading states
- [ ] Test dashboard interaction
- **Effort:** 3 hours
- **Blockers:** P5-1, P5-2 complete
- **Priority:** HIGH

### fail2ban Integration

#### P5-4: fail2ban Filter Configuration
- [ ] Create `/etc/fail2ban/filter.d/tractatus.conf`
- [ ] Add patterns for rate limit violations
- [ ] Add patterns for authentication failures
- [ ] Add patterns for injection attempts
- [ ] Test filter with fail2ban-regex
- **Effort:** 2 hours
- **Blockers:** Phase 1 fail2ban installed
- **Priority:** MEDIUM

#### P5-5: fail2ban Jail Configuration
- [ ] Configure jail in `/etc/fail2ban/jail.local`
- [ ] Set maxretry: 10, findtime: 3600, bantime: 86400
- [ ] Enable tractatus jail
- [ ] Restart fail2ban
- [ ] Test banning with violations
- **Effort:** 1 hour
- **Blockers:** P5-4 complete
- **Priority:** MEDIUM

### Alert System

#### P5-6: ProtonMail Alert Integration
- [ ] Install ProtonMail Bridge on server
- [ ] Create `src/utils/email-alerts.js`
- [ ] Configure nodemailer with ProtonMail Bridge
- [ ] Create email alert templates
- [ ] Test email sending
- **Effort:** 3 hours
- **Blockers:** Phase 1 ProtonMail accounts
- **Priority:** MEDIUM

#### P5-7: Signal Notification Integration
- [ ] Install signal-cli on server
- [ ] Register Signal number
- [ ] Create `src/utils/signal-alerts.js`
- [ ] Implement text notification function
- [ ] Test Signal sending to group
- **Effort:** 2 hours
- **Blockers:** Phase 1 Signal group created
- **Priority:** MEDIUM

#### P5-8: Alert Monitoring Service
- [ ] Create `src/services/alert-monitor.service.js`
- [ ] Implement threshold checking (10 violations, 100 global)
- [ ] Integrate email alerts
- [ ] Integrate Signal notifications
- [ ] Start monitoring on server startup
- [ ] Test alert triggers
- **Effort:** 4 hours
- **Blockers:** P5-6, P5-7 complete
- **Priority:** HIGH

### Weekly Security Reports

#### P5-9: Report Generator Script
- [ ] Create `scripts/generate-security-report.js`
- [ ] Implement metrics aggregation (7 days)
- [ ] Implement trend analysis (week-over-week)
- [ ] Identify attack patterns
- [ ] Generate recommendations
- [ ] Email report to security team
- **Effort:** 4 hours
- **Blockers:** P5-6 complete
- **Priority:** MEDIUM

#### P5-10: Schedule Weekly Reports
- [ ] Add cron job for Monday 9am reports
- [ ] Test manual report generation
- [ ] Verify email delivery
- [ ] Create report archive directory
- [ ] Document report format
- **Effort:** 1 hour
- **Blockers:** P5-9 complete
- **Priority:** MEDIUM

### Testing & Documentation

#### P5-11: Dashboard Testing
- [ ] Verify metrics calculating correctly
- [ ] Test with various time ranges
- [ ] Test event table pagination
- [ ] Test auto-refresh
- [ ] Load test dashboard (1000+ events)
- [ ] Document dashboard usage
- **Effort:** 2 hours
- **Blockers:** P5-3 complete
- **Priority:** HIGH

#### P5-12: Alert Testing
- [ ] Trigger single IP alert (10 violations)
- [ ] Trigger global alert (100 violations)
- [ ] Trigger malware alert
- [ ] Verify email delivery
- [ ] Verify Signal notification
- [ ] Test alert escalation
- **Effort:** 2 hours
- **Blockers:** P5-8 complete
- **Priority:** HIGH

### Phase 5 Completion Criteria
- [ ] Security dashboard accessible and functional
- [ ] Metrics displaying correctly
- [ ] Recent events table showing log data
- [ ] fail2ban banning IPs automatically
- [ ] ProtonMail alerts sending successfully
- [ ] Signal notifications delivering
- [ ] Alert thresholds triggering correctly
- [ ] Weekly reports generating and emailing
- [ ] No false positive alerts
- [ ] All tests passing
- [ ] Documentation complete

**Progress:** 0 / 12 tasks complete (0%)

---

## Phase 6: Integration & Hardening

**Goal:** Testing, penetration testing, documentation, training
**Duration:** 1-2 weeks
**Effort:** 30 hours
**Status:** ⚪ Not Started
**Dependencies:** Phases 1-5 complete

### Integration Testing

#### P6-1: End-to-End Security Tests
- [ ] Create `tests/integration/security-integration.test.js`
- [ ] Test file upload → malware → quarantine → alert flow
- [ ] Test XSS attempt → sanitization → rate limit → block flow
- [ ] Test auth failure → logging → alert flow
- [ ] Test coordinated attack → multiple layers → escalation
- [ ] All integration tests passing
- **Effort:** 6 hours
- **Blockers:** All previous phases complete
- **Priority:** HIGH

#### P6-2: Performance Testing
- [ ] Measure baseline response times (without security)
- [ ] Measure with all security middleware (<50ms impact)
- [ ] Load test rate limiting
- [ ] Stress test file validation
- [ ] Profile Redis performance
- [ ] Optimize bottlenecks
- **Effort:** 4 hours
- **Blockers:** P6-1 complete
- **Priority:** MEDIUM

### Penetration Testing

#### P6-3: Automated Security Scanning
- [ ] Run OWASP ZAP scan
- [ ] Run Nikto web scanner
- [ ] Run testssl.sh for TLS
- [ ] Run nmap port scan
- [ ] Document findings
- [ ] Fix critical vulnerabilities
- **Effort:** 3 hours
- **Blockers:** None
- **Priority:** HIGH

#### P6-4: Manual Penetration Testing
- [ ] SQL/NoSQL injection attempts
- [ ] XSS payload testing
- [ ] CSRF bypass attempts
- [ ] Authentication bypass attempts
- [ ] Authorization escalation tests
- [ ] File upload exploits
- [ ] Document all findings
- [ ] Fix all issues found
- **Effort:** 6 hours
- **Blockers:** P6-3 complete
- **Priority:** HIGH

### Documentation

#### P6-5: Complete Security Documentation
- [ ] Finalize `SECURITY_POLICY.md`
- [ ] Complete `INCIDENT_RESPONSE.md`
- [ ] Document `ALERT_THRESHOLDS.md`
- [ ] Update `TOOL_INVENTORY.md`
- [ ] Create `SECURITY_TESTING.md`
- [ ] Review all documentation for accuracy
- **Effort:** 4 hours
- **Blockers:** None
- **Priority:** HIGH

#### P6-6: Operational Runbooks
- [ ] Create daily operations checklist
- [ ] Create weekly operations checklist
- [ ] Create monthly operations checklist
- [ ] Create troubleshooting guide
- [ ] Create disaster recovery procedures
- [ ] Test all procedures
- **Effort:** 3 hours
- **Blockers:** P6-5 complete
- **Priority:** MEDIUM

### Team Training

#### P6-7: Security Training Sessions
- [ ] Schedule training sessions (7 hours per member)
- [ ] Module 1: Security Framework Overview (1 hour)
- [ ] Module 2: Incident Response Training (2 hours)
- [ ] Module 3: Tool-Specific Training (3 hours)
- [ ] Module 4: Security Monitoring (1 hour)
- [ ] All team members trained
- **Effort:** 2 hours prep + training time
- **Blockers:** P6-5 complete
- **Priority:** HIGH

#### P6-8: Incident Response Drill
- [ ] Create incident simulation scenario
- [ ] Schedule drill with team
- [ ] Execute incident response playbook
- [ ] Time response actions
- [ ] Identify improvement areas
- [ ] Update playbook based on learnings
- **Effort:** 3 hours
- **Blockers:** P6-7 complete
- **Priority:** MEDIUM

### Final Validation

#### P6-9: External Security Audit
- [ ] Engage external security consultant (optional)
- [ ] Provide audit scope and access
- [ ] Review audit findings
- [ ] Address critical/high findings
- [ ] Document remediation
- [ ] Obtain sign-off
- **Effort:** Variable (external)
- **Blockers:** P6-4 complete
- **Priority:** MEDIUM (optional but recommended)

#### P6-10: Production Deployment Approval
- [ ] Complete deployment checklist
- [ ] Review all test results
- [ ] Confirm zero critical vulnerabilities
- [ ] Obtain stakeholder approval
- [ ] Schedule production deployment
- [ ] Execute deployment
- [ ] Monitor for issues
- **Effort:** 2 hours
- **Blockers:** All tasks complete
- **Priority:** CRITICAL

### Phase 6 Completion Criteria
- [ ] All integration tests passing
- [ ] Performance impact <50ms
- [ ] Penetration testing complete (no critical findings)
- [ ] All security documentation complete
- [ ] Operational runbooks tested
- [ ] Team training complete (100% attendance)
- [ ] Incident response drill successful
- [ ] External audit passed (if conducted)
- [ ] Production deployment approved
- [ ] Post-implementation review complete

**Progress:** 0 / 10 tasks complete (0%)

---

## Maintenance Schedule

### Daily Checks (5 minutes)
- [ ] Review security dashboard
- [ ] Check for critical alerts
- [ ] Verify fail2ban status
- [ ] Check ClamAV daemon running

### Weekly Tasks (30 minutes)
- [ ] Review weekly security report
- [ ] Analyze attack patterns
- [ ] Review quarantined files
- [ ] Update YARA rules if needed

### Monthly Tasks (2 hours)
- [ ] Verify ClamAV definitions updating
- [ ] Review and adjust alert thresholds
- [ ] Update security tool versions
- [ ] Review access control lists
- [ ] Security metrics review meeting

### Quarterly Tasks (1 day)
- [ ] Comprehensive security audit
- [ ] Penetration testing
- [ ] Team training refresher
- [ ] Review incident response playbook
- [ ] Update security documentation

---

## Risk Register

| Risk | Likelihood | Impact | Mitigation | Owner | Status |
|------|------------|--------|------------|-------|--------|
| ClamAV false positives | Medium | Medium | Whitelist mechanism, manual review | SysAdmin | ⚪ |
| Redis failure impacts rate limiting | Low | High | Fallback to in-memory | Developer | ⚪ |
| Performance degradation | Medium | Medium | Benchmarking, optimization | Developer | ⚪ |
| Alert fatigue | Medium | High | Threshold tuning | Security Team | ⚪ |
| Tool incompatibility | Low | Medium | Version control, testing | SysAdmin | ⚪ |
| Zero-day exploits | Low | High | Defense in depth, monitoring | Security Team | ⚪ |

---

## Notes & Decisions

### 2025-10-14: Initial Tracker Creation
- Created 6-phase implementation tracker
- Added Phase 0 for quick wins (80/20 approach)
- Quick wins: Security headers, input validation, rate limiting, CSRF, logging, response sanitization
- Target: Get basic security in place within 1 day

### Decisions Log
- [ ] Decision: Start with Phase 0 (quick wins) before full implementation
- [ ] Decision: Use in-memory rate limiting initially, upgrade to Redis in Phase 4
- [ ] Decision: Defer email stack if no email submissions yet
- [ ] Decision: ProtonMail Business for secure communications
- [ ] Decision: Signal for team notifications and video calls

---

## Contact & Escalation

**Security Team:**
- Project Owner: [Name]
- Lead Developer: [Name]
- System Administrator: [Name]
- Security Reviewer: [Name]

**Escalation Path:**
1. Low: Email security@tractatus.digital
2. Medium: Email + Signal text
3. High: Signal text + phone call
4. Critical: Signal video call (immediate)

**External Resources:**
- Security Consultant: [Contact]
- Legal Counsel: [Contact]
- Incident Response: [Contact]

---

**Last Updated:** 2025-10-14
**Next Review:** After Phase 0 completion
**Tracker Version:** 1.0