Initial skills documentation — 25 categories, all SKILL.md + references + scripts

2026-07-15 17:42:20 -04:00
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+# 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.