Files
dre/backend/packet_fields.json
root 7a62b0b340 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).
2026-08-26 02:26:33 -04:00

228 lines
5.1 KiB
JSON

{
"account_holder_entity_type": {
"label": "Account Holder Entity Type",
"recovery_impact": false,
"required": false,
"source": null,
"type": "text"
},
"account_holder_name": {
"label": "Account Holder Legal Name",
"recovery_impact": false,
"required": true,
"source": "client.company_name",
"type": "text"
},
"account_number": {
"label": "Account Number",
"recovery_impact": false,
"required": true,
"source": null,
"type": "text"
},
"account_type": {
"label": "Account Type",
"options": [
"Checking",
"Savings"
],
"recovery_impact": false,
"required": true,
"source": null,
"type": "checkbox"
},
"bank_name": {
"label": "Bank Name",
"recovery_impact": false,
"required": true,
"source": null,
"type": "text"
},
"claim_amount_cents": {
"label": "Claim Amount",
"recovery_impact": true,
"required": true,
"source": "claim.amount_cents",
"type": "money"
},
"client_company_name": {
"label": "Client Legal Name",
"recovery_impact": false,
"required": true,
"source": "client.company_name",
"type": "text"
},
"client_contact_name": {
"label": "Client Contact / Print Name",
"recovery_impact": false,
"required": true,
"source": "client.contact_name",
"type": "text"
},
"client_entity_type": {
"label": "Client Entity Type",
"recovery_impact": false,
"required": false,
"source": null,
"type": "text"
},
"debtor_address": {
"label": "Debtor Business Address",
"recovery_impact": true,
"required": false,
"source": "debtor.physical_address",
"type": "text"
},
"debtor_alt_address": {
"label": "Debtor Alternate Address",
"recovery_impact": false,
"required": false,
"source": null,
"type": "text"
},
"debtor_ar_lenders": {
"label": "Debtor Known AR / Lenders",
"recovery_impact": false,
"required": false,
"source": null,
"type": "text"
},
"debtor_bank": {
"label": "Debtor Bank / FI",
"recovery_impact": false,
"required": false,
"source": null,
"type": "text"
},
"debtor_city_state_zip": {
"label": "Debtor City / State / ZIP",
"recovery_impact": true,
"required": false,
"source": null,
"type": "text"
},
"debtor_contact_email": {
"label": "Debtor Email",
"recovery_impact": true,
"required": false,
"source": "debtor.contact_email",
"type": "text"
},
"debtor_contact_name": {
"label": "Debtor Primary Contact",
"recovery_impact": true,
"required": false,
"source": null,
"type": "text"
},
"debtor_contact_phone": {
"label": "Debtor Direct Phone",
"recovery_impact": true,
"required": false,
"source": "debtor.contact_phone",
"type": "text"
},
"debtor_contact_title": {
"label": "Debtor Contact Title",
"recovery_impact": false,
"required": false,
"source": null,
"type": "text"
},
"debtor_dba": {
"label": "DBA / Trade Name",
"recovery_impact": true,
"required": false,
"source": null,
"type": "text"
},
"debtor_ein": {
"label": "EIN / Tax ID",
"recovery_impact": true,
"required": false,
"source": null,
"type": "text"
},
"debtor_entity_type": {
"label": "Debtor Entity Type",
"recovery_impact": true,
"required": false,
"source": "debtor.business_type",
"type": "text"
},
"debtor_name": {
"label": "Debtor Legal Name",
"recovery_impact": true,
"required": true,
"source": "debtor.name",
"type": "text"
},
"debtor_registered_agent": {
"label": "Registered Agent Name",
"recovery_impact": true,
"required": false,
"source": null,
"type": "text"
},
"debtor_registered_agent_address": {
"label": "Registered Agent Address",
"recovery_impact": true,
"required": false,
"source": null,
"type": "text"
},
"debtor_state": {
"label": "State of Formation",
"recovery_impact": true,
"required": false,
"source": null,
"type": "text"
},
"debtor_website": {
"label": "Debtor Website",
"recovery_impact": false,
"required": false,
"source": null,
"type": "text"
},
"dre_claim_number": {
"label": "DRE Claim Number",
"recovery_impact": false,
"required": true,
"source": "claim.claim_number",
"type": "text"
},
"invoice_date": {
"label": "Invoice / Contract Date",
"recovery_impact": true,
"required": false,
"source": "claim.invoice_date",
"type": "date"
},
"personal_guarantee": {
"label": "Personal Guarantee Exists?",
"options": [
"Yes",
"No",
"Unsure"
],
"recovery_impact": true,
"required": true,
"source": null,
"type": "checkbox"
},
"personal_guarantee_signer": {
"label": "Personal Guarantee Signer",
"recovery_impact": true,
"required": false,
"source": null,
"type": "text"
},
"routing_number": {
"label": "Routing (ABA) Number",
"recovery_impact": false,
"required": true,
"source": null,
"type": "text"
}
}