Commit Graph
83 Commits
Author SHA1 Message Date
Ethan Fox a3601629ee Fix typo in create invoice instructions section (#44283)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements), JS
inline code is prevented especially for url redirects, and untrusted
data interpolated into shell scripts/commands is validated against shell
metacharacters.
- [ ] Timeouts are implemented and retries are limited to avoid infinite
loops
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-04-28 10:02:50 -07:00
nunatlipata98-cpu 7c3167f92d Update README.md (#44208)
We fix the typo from "Divison" to "Division".

<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements), JS
inline code is prevented especially for url redirects, and untrusted
data interpolated into shell scripts/commands is validated against shell
metacharacters.
- [ ] Timeouts are implemented and retries are limited to avoid infinite
loops
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-04-27 08:45:40 -07:00
cfd72e62b8 Add quarterly GTM ops placard update responsibility and ritual (#43171)
## Summary

- Adds a new "Update GTM ops placard" responsibility to the Finance
handbook page describing the quarterly process where Sam Pfluger and
Tina Ong meet live (30 min) to update placard and thermometer guidelines
using numbers from the operating model.
- Adds a corresponding quarterly ritual entry in `finance.rituals.yml`
with `autoIssue` enabled, starting on 2026-07-15, with `sampfluger88` as
DRI.

Built for [Sam
Pfluger](https://fleetdm.slack.com/archives/C08BTMFTUCR/p1775591570135929?thread_ts=1775586762.346599&cid=C08BTMFTUCR)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2026-04-07 16:54:15 -05:00
Jonathan Porter b4f0748615 Fix minor grammatical issues in finance README (#42999)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements), JS
inline code is prevented especially for url redirects, and untrusted
data interpolated into shell scripts/commands is validated against shell
metacharacters.
- [ ] Timeouts are implemented and retries are limited to avoid infinite
loops
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-04-03 20:48:26 +01:00
a00a00b64d Document Salesforce SSO initiative in GTM architecture handbook (#42870)
## Summary

- Adds a new "Single sign-on (SSO)" section under `## Salesforce` in
`handbook/finance/gtm-architecture.md`
- Documents Fleet's specific SSO profile configuration in Salesforce —
which profiles to assign to SSO-enabled vs non-SSO users
- Covers four Salesforce profiles:
- **Fleet User** and **System Administrator** for SSO-enabled Fleet
employees
- **externalNonSSOEnabledSystemAdmin** (cloned from System
Administrator) for UTTR integration users and the Integrations admin
account
- **externalNonSSOEnabledFleetUser** for external non-admin users who do
not use SSO
- Provides actionable guidance: "If you need to add an SSO user, assign
X. If you need to add a non-SSO user, assign Y."
- Notes planned future work for automated role/permission provisioning
via OAuth

Built for [Sam
Pfluger](https://fleetdm.slack.com/archives/D0AF8QFBVHB/p1775145501809539?thread_ts=1775094096.519039&cid=D0AF8QFBVHB)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
Co-authored-by: Allen Houchins <32207388+allenhouchins@users.noreply.github.com>
2026-04-02 10:02:48 -07:00
Tina Ong 123177bc36 Update README.md (#42767)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements), JS
inline code is prevented especially for url redirects, and untrusted
data interpolated into shell scripts/commands is validated against shell
metacharacters.
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-04-02 13:00:24 +01:00
Sam Pfluger 17bfa99f0f Update formatting of gtm-architecture (#42791) 2026-03-31 23:44:18 -05:00
Sam Pfluger c62c39ff2f Capture eventbrite attendees in SFDC campaigns (#42788)
- Add documentation for historical events and salesforce campaigns.
- Moved and consolidated "Connecting Eventbrite registrations to
Salesforce campaigns (event ID key)"
2026-03-31 21:15:47 -05:00
Sam Pfluger b3b2152845 Revise LinkedIn comments tracking workflow and image (#42491) 2026-03-26 14:29:50 -05:00
Sam Pfluger 3dce11f74a Create GTM architecture page (#42489) 2026-03-26 12:24:02 -07:00
tanyakars 37e4c71a94 Fix typo in verification step for order form math (#42455)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements), JS
inline code is prevented especially for url redirects, and untrusted
data interpolated into shell scripts/commands is validated against shell
metacharacters.
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-03-26 08:23:58 -07:00
2a85a5f5b6 Move Vanta compliance responsibilities from Finance to IT (#42074)
## Summary

- Moved the "Monitor compliance tests" (Vanta) responsibility section
from the Finance department handbook page to the IT department handbook
page.
- Moved the corresponding "Vanta check" ritual entry from
`finance.rituals.yml` to `it.rituals.yml`, updating the `moreInfoUrl` to
point to `handbook/it#monitor-compliance-tests` and the label to
`:help-it`.
- Updated the GitHub label reference in the responsibility text from
`:help-finance` to `:help-it`.
- Added a backward-compatible stub on the Finance page redirecting old
links to the new IT location.

## Changes

| File | Change |
|------|--------|
| `handbook/finance/README.md` | Removed "Monitor compliance tests"
section; added redirect stub |
| `handbook/it/README.md` | Added "Monitor compliance tests" section
under Responsibilities |
| `handbook/finance/finance.rituals.yml` | Removed "Vanta check" ritual
entry |
| `handbook/it/it.rituals.yml` | Added "Vanta check" ritual entry with
updated URL and label |

---

Built for [Isabell
Reedy](https://fleetdm.slack.com/archives/D0AEGJCGJR0/p1773933615134779)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Isabell Reedy <113355639+ireedy@users.noreply.github.com>
2026-03-19 15:21:43 -05:00
Sam Pfluger 1227279b65 Update title to be correct (#41889) 2026-03-17 14:46:45 -05:00
dcfa21317c Update steps for 'Send Primo CRO weekly export' handbook responsibility (#41698)
## Summary

- Updated the steps for the "Send Primo CRO weekly export"
responsibility in the Finance handbook page
(`handbook/finance/README.md`).
- New steps:
  1. Export the already linked report.
2. Paste the values into the [SHARED EXTERNALLY - Leads for
Primo](https://docs.google.com/spreadsheets/d/1bJt7e26gDqPbq5emM1Pn3yUWaFzUtXrqmAhS2p53_ws/edit?gid=0#gid=0)
Google sheet.
  3. Email Primo's CRO and cc Zay Hanlon.

---

Built for [Sam
Pfluger](https://fleetdm.slack.com/archives/D0AF8QFBVHB/p1773446196603119)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2026-03-16 15:54:44 -05:00
Sam Pfluger 8c0bba7824 Link report to resp (#41696)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements), JS
inline code is prevented especially for url redirects
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-03-13 18:37:39 -05:00
4b9867a212 Add weekly Primo CRO export ritual to Finance handbook (#41689)
## Summary
- Adds a new weekly ritual assigned to @sampfluger88 for sending an
export/email to Primo's CRO every Friday with a list of non-ICP contact
form visitors.
- Adds a corresponding responsibility section ("Send Primo CRO weekly
export") to the Finance handbook README.
- This is in addition to warm-intro's by the support team for any actual
inbound requests that are not Fleet ICP.

## Changes
- `handbook/finance/finance.rituals.yml`: New ritual entry with weekly
frequency, autoIssue enabled, starting 2026-03-13.
- `handbook/finance/README.md`: New responsibility section with
step-by-step process.

Built for [Sam
Pfluger](https://fleetdm.slack.com/archives/C04DNAYL1QF/p1773439214834899?thread_ts=1773078316.093639&cid=C04DNAYL1QF)
by [Kilo for Slack](https://kilo.ai/features/slack-integration)

---------

Co-authored-by: kiloconnect[bot] <240665456+kiloconnect[bot]@users.noreply.github.com>
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2026-03-13 17:13:50 -05:00
Matias Ferron afc0c394cb Update README.md (#41368)
Fixing typo

<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements), JS
inline code is prevented especially for url redirects
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-03-11 10:00:42 -07:00
Nathanael Holliday 3869214898 Updated W9 (#40668)
Updated handbook link to W9 to most recent form.
2026-03-03 10:00:57 -08:00
Tomás Pinto 387bf0ff11 Fix typo on Create an offer in AWS Marketplace (#40306) 2026-02-24 10:14:20 -08:00
heycaptainnemo 4e8da1a3de Update README.md (#39963)
Updated Review an order form, removed 'the'

<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-02-18 11:54:43 -08:00
mb-chigoose312andSam Pfluger 2216d7b560 Corrected a mis-spelling: "Commission" (#38992)
Noticed "Commision" was mis-spelled. Corrected the spelling to
"Commission"

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2026-02-05 10:32:50 -06:00
Sam Pfluger af0735e82f Fix format and failing github action to unblock PRs (#39374) 2026-02-04 19:06:57 -06:00
Nathanael Holliday d12dae2e3c Trademark report (#39093)
Added blurb linking to trade mark report.
2026-02-04 13:54:52 -08:00
joacobruno c90ec4c302 Fix typo in monthly accounting issue instructions (#39233)
Fleet meeting

Fix in TYPO of "montlhy"
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-02-04 13:53:39 -08:00
Sam PflugerandNoah Talerman 0fd7e024e6 Rename and update Go-To-Market groups to operations (#39187)
Co-authored-by: Noah Talerman <47070608+noahtalerman@users.noreply.github.com>
2026-02-03 12:37:27 -06:00
Eric 867acf6717 Handbook: Update ritual labels to fix website deploy workflow (#39170)
Changes:
- Changed the labels used for the "Confirm closed lost is happening
within 30 days" and "Communicate Gross new ARR added" rituals to fix the
failing website tests/deploys.
2026-02-02 13:59:12 -06:00
rlozanox 3828399082 Update README.md (#39071)
We just update a typo error into responsabilities section
2026-02-02 10:28:23 -08:00
joaxpineda 7123e98853 Updated Head of People Title (#38858) 2026-02-02 10:27:38 -08:00
Isabell Reedy 41f28e70f5 Handbook: Updating DRIs (#38989) 2026-01-29 07:46:34 -06:00
Isabell ReedyandSam Pfluger fcac359298 Handbook: org and responsibilities update (#38527)
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2026-01-20 17:20:16 -07:00
705663f826 Handbook: Small grammatical fix (#37643)
See https://github.com/fleetdm/fleet/pull/37476/changes#r2643746321

---------

Co-authored-by: Zay Hanlon <114112018+zayhanlon@users.noreply.github.com>
Co-authored-by: Ashish Kuthiala <53918208+akuthiala@users.noreply.github.com>
2026-01-15 11:00:48 -06:00
Rosanna Schaefer 0e560100c0 Corrected typo in "Respond to low credit alert" section (#38370)
Corrected typo in "Respond to low credit alert" section

<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2026-01-15 08:47:43 -08:00
Allen Houchins 3fc24fb1e8 Updating DRIs (#38245)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves
https://github.com/fleetdm/confidential/issues/11074

This pull request updates the security roles and responsibilities
section in the `handbook/finance/security.md` file. The main change is
the reassignment and consolidation of responsibilities related to
information security oversight and third-party risk management.

**Updates to security roles and responsibilities:**

* The `Head of Security` role has been replaced with the `Head of IT`,
who now assumes all previous responsibilities of the Head of Security,
with the addition of explicit oversight over third-party risk management
and vendor service contract reviews.
* The separate `Head of Digital Workplace & GTM Systems` role,
previously responsible for third-party risk management and vendor
contract review, has been removed, consolidating these responsibilities
under the `Head of IT`.
2026-01-13 13:13:48 -06:00
Sam Pfluger 9ea1c1787b Update references from SLAs to SLOs in handbook (#36778)
Replaced outdated references to 'customer support service level
agreements (SLAs)' with 'customer support service level objectives
(SLOs)' across multiple handbook files for consistency and accuracy.
Updated related URLs to point to the correct SLO documentation.

Releated to https://github.com/fleetdm/fleet/pull/36756
2025-12-05 21:09:41 -06:00
Tina OngandSam Pfluger 83c8229a76 Update README.md (#35769)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2025-12-02 12:12:57 -08:00
Chris fc1569e60e update to contact us section (#36577)
this section -> To **make a request**

<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2025-12-02 12:12:21 -08:00
Tina Ong f891ae9d4b Update README.md (#35801) 2025-11-19 05:06:11 -06:00
Tina Ong a206e10275 Update README.md (#35802) 2025-11-19 05:05:38 -06:00
Sam Pfluger 48466db195 Change frequency of Finance ritual (#35903)
Closes https://github.com/fleetdm/confidential/issues/13105
2025-11-18 09:27:05 -06:00
Tina Ong 8fcc83412e Update README.md (#35803) 2025-11-15 18:59:31 -06:00
Tina Ong 668346a5f6 Update README.md (#35772) 2025-11-14 18:17:04 -06:00
Tina OngandSam Pfluger 241a08ae99 Update README.md (#35395)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))

---------

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2025-11-11 13:32:59 -06:00
MatiasCabrera97 6865297cdf Matias Cabrera period change (#34921)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))
2025-10-29 11:55:41 -05:00
Isabell Reedy e5e6e7e56e IHoP > HoP (#33747)
+ adding step to get CFO spend approval for a new position and record
COGS/OPEX/CAC
2025-10-02 17:40:51 -05:00
71acff4644 Add Cloud Computing Policy to the Handbook (#33587)
Add Cloud Computing Policy to the Handbook. Customers have required this
to be in our Policy.
Verified that the policy is rendered correctly and consistent with the
style in the handbook.
No Issue creates as this is just a documentation change to the policy.

---------

Signed-off-by: Ram  Marti <ram@fleetdm.com>
Co-authored-by: Ram  Marti <ram@fleetdm.com>
Co-authored-by: Luke Heath <luke@fleetdm.com>
Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2025-10-02 14:44:50 -05:00
Douglas Worley ec60cd859f Fix formatting issues in finance README (#33514)
Hi Isabell!
2025-09-26 15:34:40 -05:00
Sam Pfluger 938f847499 Add prepare for OCV meeting ritual (#33491) 2025-09-25 15:28:56 -05:00
Nathanael HollidayandSam Pfluger dc67a58ea0 Update finance.rituals.yml (#33430)
Added trademark review as a new ritual.

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2025-09-24 17:37:55 -05:00
Sam Pfluger 8849b17a0b Update signing process (#33431) 2025-09-24 13:22:59 -05:00
Tina OngandSam Pfluger e4a6ef730f Update finance.rituals.yml (#33424)
<!-- Add the related story/sub-task/bug number, like Resolves #123, or
remove if NA -->
**Related issue:** Resolves #

# Checklist for submitter

If some of the following don't apply, delete the relevant line.

- [ ] Changes file added for user-visible changes in `changes/`,
`orbit/changes/` or `ee/fleetd-chrome/changes`.
See [Changes
files](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/guides/committing-changes.md#changes-files)
for more information.

- [ ] Input data is properly validated, `SELECT *` is avoided, SQL
injection is prevented (using placeholders for values in statements)
- [ ] If paths of existing endpoints are modified without backwards
compatibility, checked the frontend/CLI for any necessary changes

## Testing

- [ ] Added/updated automated tests
- [ ] Where appropriate, [automated tests simulate multiple hosts and
test for host
isolation](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/reference/patterns-backend.md#unit-testing)
(updates to one hosts's records do not affect another)

- [ ] QA'd all new/changed functionality manually

For unreleased bug fixes in a release candidate, one of:

- [ ] Confirmed that the fix is not expected to adversely impact load
test results
- [ ] Alerted the release DRI if additional load testing is needed

## Database migrations

- [ ] Checked table schema to confirm autoupdate
- [ ] Checked schema for all modified table for columns that will
auto-update timestamps during migration.
- [ ] Confirmed that updating the timestamps is acceptable, and will not
cause unwanted side effects.
- [ ] Ensured the correct collation is explicitly set for character
columns (`COLLATE utf8mb4_unicode_ci`).

## New Fleet configuration settings

- [ ] Setting(s) is/are explicitly excluded from GitOps

If you didn't check the box above, follow this checklist for
GitOps-enabled settings:

- [ ] Verified that the setting is exported via `fleetctl
generate-gitops`
- [ ] Verified the setting is documented in a separate PR to [the GitOps
documentation](https://github.com/fleetdm/fleet/blob/main/docs/Configuration/yaml-files.md#L485)
- [ ] Verified that the setting is cleared on the server if it is not
supplied in a YAML file (or that it is documented as being optional)
- [ ] Verified that any relevant UI is disabled when GitOps mode is
enabled

## fleetd/orbit/Fleet Desktop

- [ ] Verified compatibility with the latest released version of Fleet
(see [Must
rule](https://github.com/fleetdm/fleet/blob/main/docs/Contributing/workflows/fleetd-development-and-release-strategy.md))
- [ ] If the change applies to only one platform, confirmed that
`runtime.GOOS` is used as needed to isolate changes
- [ ] Verified that fleetd runs on macOS, Linux and Windows
- [ ] Verified auto-update works from the released version of component
to the new version (see [tools/tuf/test](../tools/tuf/test/README.md))

---------

Co-authored-by: Sam Pfluger <108141731+Sampfluger88@users.noreply.github.com>
2025-09-24 12:31:26 -05:00