# Session: July 8, 2026 (Morning — Full Audit + DRE Portal Enhancements)

## Model Changes
- **Opus 4.8 added** as delegation fallback 1 (after Opus 4.7 primary)
- Fallback chain now: Opus 4.7 → Opus 4.8 → Llama 3.2 (local)
- DeepSeek V4 Flash was NOT a fallback before — removed from chain, Ollama is the only real fallback
- **Conversation model has NO fallback chain** — only delegation chain has fallbacks

## DRE Portal Fixes & Features Built

### Internal Portal Landing Page
- Created `/var/www/internal/index.html` — dark landing with 4 card links
- Cloudflare Access policy: `Team` = any @germainebrown.com or @yahoo.com
- `try_files {path} {path}.html /index.html` added to Caddy for clean URLs

### Login Page
- Created `/var/www/capabilities/login.html` — SSO-only gateway
- Links to internal.debtrecoveryexperts.com for authentication
- "New customer" link back to intake form

### Persistent Nav — All Pages
- **Standardized to 5 links:** Home, Claims, Aging, Letters, Inbox
- **Clients removed** — DRE team doesn't use that nav link
- **Nav-link CSS** converted from @apply to real CSS everywhere
- Logo: D|R|E with colored separators (gray pipes)

### Document Upload Fix
- Added real `<input type="file">`, drag-and-drop JS, file list with remove, 20MB limit
- Was a decorative `<div>` before — did nothing on click

### Agent DRE Identity
- Both public (portal) and internal (letter queue) chatbots updated:
  - Welcome message includes "Texas-registered debt collection agency"
  - "what is DRE" response includes "registered with the state of Texas" and "FDCPA compliant"
- Internal chatbot got `'about'` intent detection for identity queries

### + New Letter Modal
- Two-screen modal: client search → stage-gated template selection
- Templates load with `[CLAIM]`, `[DEBTOR]`, `[AMOUNT]`, `[CLIENT]` placeholder substitution
- Stage-to-template mapping prevents backward progression:
  - soft-touch → formal-demand
  - formal-demand → lien-threat, escalation
  - lien-threat → escalation, legal-action
  - escalation → legal-action
  - legal-action → disabled (referred to counsel)

### 8 Canned Letter Templates
Saved to references/dre-letter-templates.md. 1-3 auto, 4-8 queued for dual approval.

### DRE Mail IMAP Poller
- `/root/.hermes/scripts/dre-mail-poller.py`
- Polls dre@ + collections@ every 60s via IMAP
- Writes to `/var/www/internal/data/dre-mails.json`
- Cron job in no_agent mode

### Inbox UI Page
- `/var/www/internal/inbox.html` — unified inbox for both mailboxes
- Stats, search, mailbox filter, expand/collapse, mark-as-read
- Data source: `/data/dre-mails.json`

### Letter Composer Readability Fix
- All `@apply` directives replaced with real CSS in letter-queue.html
- Textarea was rendering white-on-white (invisible text)

### Custom Letters Policy
- Per user directive: custom letters should be handled through email
- The "+ New Letter" modal should only offer stage-appropriate templates, NOT a free-form text option

## Apex Fixes

### SPF: Silent Email Drop
- Apex form notifications silently dropped by MXroute filter
- SiteGround SMTP relay (c1113726.sgvps.net / 35.212.86.161) was not in SPF
- Fixed by adding `ip4:35.212.86.161` to SiteGround DNS TXT record
- Form notifications now also send to g@germainebrown.com

### NASA Form + Waiver Fixes
- Added g@germainebrown.com to both form notifications (IDs 270, 268)
- SQL UPDATE via REPLACE, verified 2 rows affected

## Credential Audit
Full audit completed Jul 8 @ ~10:00 AM. 6/7 credentials verified working.
- All .env keys, config secrets, DB passwords, IMAP passwords OK
- iCloud calendar password expired — replaced with new app-specific password
- iCloud CalDAV connection now working (principal/auth verified via PROPFIND)

## iCloud CalDAV
- Added to `/root/.config/himalaya/config.toml` as `germaine-calendar` account
- CalDAV verified via PROPFIND to caldav.icloud.com — status 207
- App-specific password stored in `g-germainebrown-icloud-calendar.pass`
- Password generated at appleid.apple.com → App-Specific Passwords

## Home Lab Reminder
- Cron set for 8 PM ET today (Jul 8): remind Germaine to spin up a Linux VM for ShoNuff SSH access

## DRE Queue Items (not yet built/finished)
1. AI Analysis page — recovery success rates, AI scores, metrics dashboard
2. Legal research: can DRE report to credit bureaus?
3. Light/dark theme toggle for internal portal
4. Internal Agent DRE on the letter queue page should include registered debt collector in the welcome message (DONE — first welcome chat bubble updated to include DRE identity)
