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Policy Management Pro Changelog

1.0.0

  • Initial public release. Dantian Policy Management Pro ships at 1.0.0 alongside Dantian Policy Management (Free) 1.0.0.
  • Compliance Dashboard: per-document compliance dashboard with role breakdown, overdue/expiring filters, bulk-edit governance metadata (including a bulk owner sign-off action for baselining existing policies during onboarding), expandable Version History per row.
  • AI-assisted workflows (opt-in): FAQ generation, related-document suggestions, search-intent rewriting, document summary generation, document interlinking, imported-drafts metadata + structure + body cleanup, Vision Extract for scanned PDFs. OpenAI and Anthropic providers supported with Anthropic prompt caching. Documents marked Confidential are never sent to any AI provider (a non-overridable floor). Restricted and Unclassified documents are excluded by default (configurable); Public and Internal documents are eligible. Every AI call is logged locally to dpma_ai_logs.
  • Acknowledgement webhook (opt-in): HMAC-signed payload POSTed to an admin-configured HTTPS recipient on every acknowledgement. The default payload contains user_id, name, role, policy, date_signed. Email is NOT included by default; operators may opt in via dpma_ack_webhook_include_email. Plain HTTP recipients are rejected at save-time. Transient delivery failures (5xx / network errors) retry with backoff (1m / 5m / 30m); permanent 4xx failures are not retried.
  • Approval Chains: multi-stage version-approval workflow with stage labels, per-stage reviewer assignment, tokenised email sign-off, and audit history per document. Privacy-API exporter + eraser register the chain reviewer state for SAR / erasure compliance.
  • Frameworks Library (regulatory mapping): 16 curated frameworks — ISO/IEC 27001:2022, ISO 9001:2015, ISO 14001:2015, HIPAA Privacy and Security Rules, GDPR, UK GDPR, CCPA/CPRA, FERPA, SOC 2, PCI DSS v4.0, NIST CSF 2.0, NHS DSPT, NDIS Practice Standards, RTO Standards 2025, and the Australian Privacy Principles. Document → control mapping, per-control AI brief generation + caching, audit trail per framework.
  • Accreditation Survey (“Coverage & Gaps”): per-framework readiness scorecard, theme/control heatmap, and a per-control detail drawer showing which mapped policy fails which check (acknowledgement, review currency, owner sign-off). Built-in gap remediation (map an existing policy or create a draft); audit-ready CSV/packet export.
  • Bulk Document Import: ZIP archive of .docx/.pdf/.txt/.md files becomes draft documents in two confirmed steps, with an inline metadata editor for governance-field assignment before publish. AI suggestions tier (Tier 3) optional and gated by confidentiality.
  • Additional branded PDF templates: five extra layouts beyond the branded default that ships in Free. Bulk PDF export by document type.
  • Data Retention Manager (opt-in): daily-cron prune for Pro’s dpma_ai_logs table. Default OFF on every install — operators must explicitly enable via the dpma_pro_retention_enabled option. Once enabled, the default window is 365 days (filterable). View, search and PDF-download logs are pruned by the Free plugin’s own retention settings.
  • Hardened against theme reset-dependency layout bugs: every Pro CSS bundle ships the same scoped box-sizing: border-box reset Free uses.