# DRE Session Reference — July 7, 2026

Major DRE portal build session. Everything below was established, corrected, or re-confirmed.

## New Features Added

- **Client dashboard:** Summary cards, active/past claims with outcome badges, recovery stats, disbursement history
- **Tier progress indicator:** 4-step visual (Soft Touch → Demand → Escalate → Legal) with colored circles and centered labels
- **Debtor payment page** (`dre-pay.html`): standalone page for phone-in payments, claim number + name + amount + Turnstile → Stripe
- **Fee calculator** (`dre-fee-calculator.html`): live calculation, 4 tiers side-by-side with color-coded borders
- **Case aging dashboard** (`dre-case-aging.html`): days in tier vs target, color-coded alerts, stalled case action banner
- **SMS notification system:** Twilio integration planned for client tier updates and debtor text-to-pay

## Corrections Made

- **Email formatting:** Raw markdown email rejected as "terrible" — rebuilt as hand-crafted inline HTML with proper tables, signature, and Sho'Nuff closing. USE HTML EMAIL WRITING from `send-shonuff.py` always.
- **Client form flow:** First section must be "Your Information" (claimant), then "Debtor Information" — not debtor first.
- **Document upload:** Remove placeholder document examples from the mockup — leave empty until actual uploads happen.
- **Approval workflow:** Germaine + Tony are approvers. Anita is read-only. Hourly reminders for pending approvals.
- **Mobile-responsive:** All client-facing pages already mobile-friendly (Tailwind mobile-first), but pay.html needed no additional work — it was already single-column.

## Site Key Credentials

- Turnstile site key: `0x4AAAAAADxaB0Bik1bqx_CA`
- Turnstile secret key: `0x4AAAAAADxaB0zXHHGhM9TGusYKs8VEen8` (saved to ~/.hermes/.env)
- Privacy policy updated with Cloudflare Turnstile Privacy Addendum reference

## Fee Structure (confirmed)

| Tier | DRE Fee |
|------|---------|
| 1 — Soft Touch | 20-25% |
| 2 — Formal Demand | 30% |
| 2.5 — Lien Threat | 30% (+ attorney if filed) |
| 3 — Escalation | 33% |
| 4 — Legal Action | 10% DRE + 25% law firm |

## Hosted Pages

All under `app.itpropartner.com/`:
- `/dre-dashboard.html` — DRE internal claims queue (dark theme)
- `/dre-client-dashboard.html` — Client portal after login
- `/debt-recovery.html` — Claim intake form (ScrapingAnt style)
- `/dre-pay.html` — Debtor payment page
- `/dre-fee-calculator.html` — Fee calculator
- `/dre-case-aging.html` — Case aging dashboard

## Services Configured on Core (cross-session scope)

- **SearXNG**: Docker on port 8888 (localhost), JSON API, unlimited self-hosted search  
- **DocuSeal**: Docker on port 3000, proxied via Caddy on sign.itpropartner.com  
- **Caddy**: Routes sign.itpropartner.com, core.itpropartner.com, app.itpropartner.com with auto TLS  
- **Ollama**: Systemd service, llama3.2:3b loaded, port 11434  
- **MySQL tunnel**: autossh persistent tunnel to wphost02:3306 on port 33060  
- **Firecrawl**: API key configured, 1000 credits/mo  
- **ScrapingAnt**: API key configured, 10000 free credits, JS rendering enabled  

## Email Correction

Bounced email to germaine@anitabrown.co — account doesn't exist. Correct address for Anita is anitabrownwrites@gmail.com. The Cartagena itinerary was re-sent to the correct address.
