Backend Aug 22-25: AI analysis, welcome-packet templating, LetterStream, DocuSeal, staff RBAC + tier gate
- analysis.py: deterministic claim scorer + /analyze /approve /letter /advance-tier endpoints (auto-runs on intake) - packet.py + packet_fields.json: welcome-packet templating engine (6 onboarding docs, field catalog) - letterstream.py + letters.py: certified-mail send pipeline + letter lifecycle (webhook verified) - docuseal.py: DocuSeal signing integration - staff.py/models.py/schema.sql/auth.py: approval actor from staff key, tier gate (APPROVED+ACTIVE+onboarding docs), onboarding_docs table - frontend/: dependency-free static portal (intake, magic-link login/verify, dashboard) - landing-mockups/: 4 design-stance mockups + favicons - legal/: aup/privacy/sms-terms/terms HTML - docs/: letter-queue scope, letterstream API contract, 6 welcome-packet templates - review-dre-landing-2026-08-21.md: 3-variant landing feedback sprint - compliance/DRE_Compliance_Manual.md: updated Source synced from deployed /opt/dre-portal/app/ (was 4 days ahead of git).
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@@ -50,6 +50,24 @@ CREATE TABLE IF NOT EXISTS claims (
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invoice_date TEXT, -- ISO date
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date_assigned TEXT, -- set when moved out of NEW
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date_resolved TEXT, -- set on SETTLED/CLOSED/WRITE_OFF
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-- Client signed representations at intake (added via db._migrate on existing DBs)
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no_other_agency_at TEXT, -- confirmed no other agency/attorney engaged
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no_prior_action_at TEXT, -- confirmed no prior litigation/judgment/bankruptcy
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-- AI analysis + approval (added via db._migrate on existing DBs)
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analysis_score INTEGER, -- 0-100, NULL until analyzed
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analysis_summary TEXT, -- plain-English narrative
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analysis_components TEXT, -- JSON breakdown of component scores
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analysis_at TEXT, -- ISO timestamp of analysis
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recommended_tier TEXT, -- AI-recommended starting tier
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approval_status TEXT NOT NULL DEFAULT 'NONE'
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CHECK (approval_status IN ('NONE','PENDING','APPROVED','REJECTED')),
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approval_decision_by TEXT, -- staff name who approved/rejected
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approval_decision_at TEXT,
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-- AI-recommended letter (staff-customizable)
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letter_subject TEXT,
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letter_body TEXT,
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letter_tier TEXT, -- tier the letter was generated for
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letter_updated_at TEXT,
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twentycrm_id TEXT, -- nullable
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL
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@@ -137,3 +155,80 @@ CREATE TABLE IF NOT EXISTS schema_migrations (
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version TEXT PRIMARY KEY,
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applied_at TEXT NOT NULL
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);
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-- Welcome-packet field overrides: client's final value per profile field,
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-- merged over pre-populated submission values at render time.
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CREATE TABLE IF NOT EXISTS packet_field_overrides (
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id TEXT PRIMARY KEY,
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claim_id TEXT NOT NULL REFERENCES claims(id) ON DELETE CASCADE,
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profile_key TEXT NOT NULL,
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value TEXT,
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updated_by TEXT NOT NULL DEFAULT 'CLIENT' CHECK (updated_by IN ('CLIENT','STAFF')),
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL,
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UNIQUE(claim_id, profile_key)
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);
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CREATE INDEX IF NOT EXISTS idx_packet_overrides_claim ON packet_field_overrides(claim_id);
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-- Onboarding paperwork receipt tracking. One row per welcome-packet document
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-- per claim; staff mark each doc "received" once the client returns it.
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CREATE TABLE IF NOT EXISTS onboarding_docs (
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id TEXT PRIMARY KEY,
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claim_id TEXT NOT NULL REFERENCES claims(id) ON DELETE CASCADE,
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doc_key TEXT NOT NULL,
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status TEXT NOT NULL DEFAULT 'PENDING' CHECK (status IN ('PENDING','RECEIVED')),
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received_by TEXT,
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received_at TEXT,
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created_at TEXT NOT NULL,
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UNIQUE(claim_id, doc_key)
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);
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CREATE INDEX IF NOT EXISTS idx_onboarding_claim ON onboarding_docs(claim_id);
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-- Physical mail queue (LetterStream). Lifecycle: DRAFT -> APPROVED -> PREAUTH -> SENT
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-- (+ REJECTED / CANCELLED / ERROR). One row per mailed letter.
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CREATE TABLE IF NOT EXISTS letters (
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id TEXT PRIMARY KEY, -- uuid4
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claim_id TEXT NOT NULL REFERENCES claims(id) ON DELETE CASCADE,
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letter_type TEXT NOT NULL DEFAULT 'demand',
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subject TEXT,
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body TEXT, -- rendered letter body snapshot
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recipient_json TEXT NOT NULL, -- structured {name,name2,addr1,addr2,city,state,zip}
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sender_json TEXT NOT NULL, -- structured {name,addr1,addr2,city,state,zip}
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mailtype TEXT NOT NULL DEFAULT 'firstclass',
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status TEXT NOT NULL DEFAULT 'DRAFT'
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CHECK (status IN ('DRAFT','APPROVED','PREAUTH','SENT','REJECTED','CANCELLED','ERROR')),
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job_id TEXT, -- LetterStream unique job name
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batch_id TEXT, -- LetterStream batch id
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doc_id TEXT, -- LetterStream doc id
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tracking_no TEXT, -- USPS tracking (certified mail)
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cost_cents INTEGER, -- pricing from preauth/response
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authcode TEXT, -- preauth authcode (release via doauth)
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pages INTEGER,
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pdf_path TEXT, -- rendered PDF on disk
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error TEXT,
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note TEXT, -- reject/cancel reason (terminal states)
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created_at TEXT NOT NULL,
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updated_at TEXT NOT NULL,
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sent_at TEXT
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);
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CREATE INDEX IF NOT EXISTS idx_letters_claim ON letters(claim_id);
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CREATE INDEX IF NOT EXISTS idx_letters_status ON letters(status);
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CREATE INDEX IF NOT EXISTS idx_letters_doc ON letters(doc_id);
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-- LetterStream tracking scan events (pushed via callback every 4h).
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CREATE TABLE IF NOT EXISTS letter_events (
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id TEXT PRIMARY KEY,
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letter_id TEXT NOT NULL REFERENCES letters(id) ON DELETE CASCADE,
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scan_code TEXT,
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scan_status TEXT,
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scan_date TEXT,
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scan_zip TEXT,
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scan_facility TEXT,
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tracking_id TEXT,
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batch_id TEXT,
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job_id TEXT,
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doc_id TEXT,
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raw_json TEXT,
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created_at TEXT NOT NULL
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);
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CREATE INDEX IF NOT EXISTS idx_letter_events_letter ON letter_events(letter_id);
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