# DMARQ Security-Enhanced Roadmap

## Document Purpose

This roadmap outlines the development plan for DMARQ with an enhanced focus on security, code quality, and preparation for agentic coding (AI-assisted development). This document supersedes previous roadmap versions with security milestones integrated throughout.

**Last Updated**: 2026-02-06  
**Status**: Active Development

---

## Current Status (Milestone 1 - COMPLETE ✅)

### Achievements
- ✅ Basic DMARC report parsing (XML, ZIP, GZIP)
- ✅ In-memory storage for up to 5 domains
- ✅ Simple dashboard UI
- ✅ Report upload functionality
- ✅ Domain overview with compliance stats

### Security Status
⚠️ **Multiple critical security issues identified** - See [SECURITY.md](../SECURITY.md) for details

---

## Security Remediation Sprint (PRIORITY - In Progress)

**Timeline**: Immediate (Next 2-4 weeks)  
**Status**: 🔄 In Progress

### Critical Fixes Required

#### 1. Authentication & Authorization (CRITICAL)
- [ ] Add authentication middleware to all admin endpoints
- [ ] Implement proper user authentication system
- [ ] Add authorization checks on sensitive operations
- [ ] Add rate limiting to prevent abuse
- **Files to Fix**:
  - `backend/app/main.py` (lines 195-196, 224-225)
  - `backend/app/api/api_v1/endpoints/imap.py`
  - `backend/app/api/api_v1/endpoints/domains.py`

#### 2. Secret Management (CRITICAL)
- [ ] Remove default SECRET_KEY value
- [ ] Add SECRET_KEY validation on startup
- [ ] Document secret generation in deployment guide
- [ ] Add warning if default secret is detected
- **Files to Fix**:
  - `backend/app/core/config.py` (line 24)
  - Documentation updates

#### 3. XML Parsing Security (HIGH)
- [ ] Replace ElementTree with defusedxml
- [ ] Add file size limits for uploads
- [ ] Implement zip bomb protection
- [ ] Add malware scanning hooks (optional)
- **Files to Fix**:
  - `backend/app/services/dmarc_parser.py`

#### 4. Input Validation (HIGH)
- [ ] Add domain name validation regex
- [ ] Implement file type validation (MIME + extension)
- [ ] Add parameter validation on all endpoints
- [ ] Sanitize error messages
- **Files to Fix**:
  - `backend/app/api/api_v1/endpoints/domains.py`
  - `backend/app/api/api_v1/endpoints/reports.py`
  - `backend/app/utils/domain_validator.py`

#### 5. Security Headers (MEDIUM)
- [ ] Add security headers middleware
- [ ] Implement CSP (Content Security Policy)
- [ ] Add X-Frame-Options, X-Content-Type-Options
- [ ] Configure HSTS for production
- **Files to Create/Modify**:
  - `backend/app/middleware/security.py` (new)
  - `backend/app/main.py`

#### 6. CORS Configuration (MEDIUM)
- [ ] Restrict CORS methods and headers
- [ ] Remove wildcard configurations
- [ ] Document CORS setup for deployments
- **Files to Fix**:
  - `backend/app/main.py` (lines 75-82)

#### 7. Error Handling (MEDIUM)
- [ ] Implement centralized error handling
- [ ] Remove sensitive data from error responses
- [ ] Add error logging with request context
- [ ] Create user-friendly error messages
- **Files to Fix**:
  - Multiple endpoints across API layer

### Testing & Validation
- [ ] Add security-focused unit tests
- [ ] Implement integration tests for auth flow
- [ ] Add penetration testing checklist
- [ ] Document security testing procedures

### Documentation
- [x] Create SECURITY.md
- [ ] Update deployment guides with security best practices
- [ ] Create security checklist for contributors
- [ ] Add security section to API documentation

---

## Milestone 2: IMAP Integration (COMPLETE ✅ - Security Review Needed)

### Current Features
- ✅ IMAP connection and mailbox scanning
- ✅ Automated report fetching
- ✅ Background task scheduler
- ✅ Configuration UI

### Security Enhancements Needed
- [ ] **URGENT**: Remove credentials from URL parameters
- [ ] Encrypt IMAP credentials at rest
- [ ] Add connection timeout and retry logic
- [ ] Implement secure credential storage (vault integration)
- [ ] Add audit logging for IMAP operations

---

## Milestone 3: Database Integration & Persistence (COMPLETE ✅)

### Current Features
- ✅ SQLAlchemy ORM setup
- ✅ SQLite/PostgreSQL support
- ✅ Database migrations with Alembic
- ✅ Persistent storage

### Security Enhancements Needed
- [ ] Add database encryption at rest
- [ ] Implement query audit logging
- [ ] Add prepared statement validation
- [ ] Review and secure database credentials
- [ ] Add database backup encryption

---

## Milestone 4: Enhanced Dashboard & Visualization (Next - 4-6 weeks)

### Planned Features
- [ ] Historical trend charts (Chart.js integration)
- [ ] Compliance rate visualizations
- [ ] Volume and sender analytics
- [ ] Time-series data displays
- [ ] Domain comparison views

### Security Considerations
- [ ] XSS prevention in chart data
- [ ] CSP compatibility with Chart.js
- [ ] Rate limiting on analytics endpoints
- [ ] Data access controls for multi-user scenarios

### Implementation
- **Priority**: Medium
- **Dependencies**: Security Sprint completion
- **Estimated Effort**: 2-3 weeks

---

## Milestone 5: User Authentication & Multi-User Support (8-10 weeks)

### Planned Features
- [ ] FastAPI Users integration
- [ ] User registration and management
- [ ] JWT-based authentication
- [ ] Role-based access control (RBAC)
- [ ] Password reset functionality
- [ ] Email verification (optional)

### Security Features
- [ ] Strong password policy enforcement
- [ ] Multi-factor authentication (MFA)
- [ ] Session management
- [ ] Account lockout on failed attempts
- [ ] Security event logging
- [ ] GDPR compliance features

### Implementation Priority
- **Priority**: High
- **Security Impact**: Critical
- **Dependencies**: Security Sprint, Milestone 4

---

## Milestone 6: Alerting & Notifications (10-12 weeks)

### Planned Features
- [ ] Apprise integration
- [ ] Customizable alert rules
- [ ] Multi-channel notifications (Email, Slack, etc.)
- [ ] Alert history and management
- [ ] Notification preferences per user

### Security Features
- [ ] Secure webhook handling
- [ ] Alert rate limiting
- [ ] PII filtering in notifications
- [ ] Encrypted notification credentials
- [ ] Audit trail for alert configuration

---

## Milestone 7: Advanced Rule Engine (14-16 weeks)

### Planned Features
- [ ] Custom alert conditions
- [ ] Threshold-based triggers
- [ ] New sender detection
- [ ] Anomaly detection
- [ ] Scheduled report summaries

### Security Features
- [ ] Rule validation and sandboxing
- [ ] Resource limits on rule execution
- [ ] Audit logging for rule changes
- [ ] Protection against rule abuse

---

## Milestone 8: DNS Health & Cloudflare Integration (16-18 weeks)

### Planned Features
- [ ] DNS record health checks
- [ ] SPF/DKIM/DMARC validation
- [ ] Cloudflare API integration
- [ ] Configuration recommendations
- [ ] DNS change tracking

### Security Features
- [ ] Secure API credential storage
- [ ] DNS query rate limiting
- [ ] DNSSEC validation
- [ ] Audit logging for DNS operations
- [ ] Read-only DNS access (no auto-changes initially)

---

## Milestone 9: Forensic Reports (RUF) Support (20-22 weeks)

### Planned Features
- [ ] Forensic report parsing
- [ ] Failure sample analysis
- [ ] PII redaction options
- [ ] Detailed authentication failure views
- [ ] Sample download/export

### Security Features
- [ ] PII detection and redaction
- [ ] Access controls for sensitive data
- [ ] Audit logging for forensic data access
- [ ] Compliance with privacy regulations
- [ ] Secure export with encryption

---

## Milestone 10: Advanced Analytics & Reporting (24-26 weeks)

### Planned Features
- [ ] Historical trend analysis
- [ ] Comparative reporting
- [ ] Export capabilities (PDF, CSV)
- [ ] Scheduled reports
- [ ] Custom dashboards

### Security Features
- [ ] Export sanitization
- [ ] Watermarking for exported reports
- [ ] Access logging for exports
- [ ] Encrypted export files

---

## Milestone 11: Enterprise Features (28-30+ weeks)

### Planned Features
- [ ] Multi-tenant architecture
- [ ] API rate limiting
- [ ] Advanced RBAC
- [ ] SSO integration (SAML, OAuth)
- [ ] Compliance reporting (SOC 2, GDPR)
- [ ] High availability setup
- [ ] Backup and disaster recovery

### Security Features
- [ ] Tenant isolation
- [ ] Advanced audit logging
- [ ] Security event monitoring
- [ ] Compliance automation
- [ ] Regular security assessments

---

## Continuous Improvements (Ongoing)

### Code Quality
- [ ] Maintain >80% test coverage
- [ ] Regular dependency updates
- [ ] Code review for all changes
- [ ] Performance optimization
- [ ] Technical debt reduction

### Security
- [ ] Monthly security audits
- [ ] Automated vulnerability scanning (GitHub Actions)
- [ ] Dependency security monitoring
- [ ] Regular penetration testing
- [ ] Security training for contributors

### Documentation
- [ ] Keep documentation current
- [ ] API documentation completeness
- [ ] Security best practices guide
- [ ] Deployment playbooks
- [ ] Troubleshooting guides

### Community
- [ ] Issue triage and response
- [ ] PR review and merging
- [ ] Community engagement
- [ ] Feature request evaluation
- [ ] Bug fix prioritization

---

## Security Milestones Integration

Each development milestone now includes security considerations:

| Milestone | Security Priority | Key Security Features |
|-----------|------------------|----------------------|
| Security Sprint | 🔴 Critical | Fix all critical vulnerabilities |
| Milestone 4 | 🟡 Medium | XSS prevention, CSP |
| Milestone 5 | 🔴 Critical | Authentication, RBAC, MFA |
| Milestone 6 | 🟠 High | Secure webhooks, PII filtering |
| Milestone 7 | 🟠 High | Rule sandboxing, audit trails |
| Milestone 8 | 🟠 High | API security, DNSSEC |
| Milestone 9 | 🔴 Critical | PII redaction, compliance |
| Milestone 10 | 🟡 Medium | Export security, watermarking |
| Milestone 11 | 🔴 Critical | Enterprise security, SOC 2 |

---

## Success Criteria

### Functional
- All planned features implemented
- Performance meets requirements
- User experience is intuitive
- Documentation is complete

### Security
- Zero critical vulnerabilities
- All high-severity issues resolved
- Security tests pass
- Regular security audits pass
- Compliance requirements met

### Quality
- >80% code coverage
- All tests passing
- No critical bugs
- Performance benchmarks met
- Code review approval

---

## Risk Management

### Technical Risks
- **Risk**: Complex security implementations
  - **Mitigation**: Incremental approach, expert review
- **Risk**: Performance degradation with security features
  - **Mitigation**: Performance testing, optimization

### Resource Risks
- **Risk**: Limited security expertise
  - **Mitigation**: External security audits, community review
- **Risk**: Time constraints for security work
  - **Mitigation**: Prioritize critical issues first

### Operational Risks
- **Risk**: Breaking changes with security fixes
  - **Mitigation**: Thorough testing, clear documentation
- **Risk**: User adoption of security features
  - **Mitigation**: Clear communication, good UX

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## Contributing to This Roadmap

This roadmap is a living document. To contribute:

1. Review current milestones and status
2. Propose changes via GitHub Issues
3. Discuss in community forums
4. Submit PRs for roadmap updates
5. Participate in planning discussions

See [CONTRIBUTING.md](../CONTRIBUTING.md) for detailed guidelines.

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## References

- [SECURITY.md](../SECURITY.md) - Security policy and vulnerability reporting
- [CONTRIBUTING.md](../CONTRIBUTING.md) - Contribution guidelines
- [AGENTS.md](../AGENTS.md) - AI-assisted development guidelines
- [docs/milestones.md](milestones.md) - Detailed milestone specifications
- [docs/todo.md](todo.md) - Detailed task tracking

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**Maintained by**: DMARQ Development Team  
**Contact**: See [SECURITY.md](../SECURITY.md) for contact information
