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

2026-07-15 17:42:20 -04:00
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+# Session Highlights — 2026-07-07
+
+## Infrastructure Completed
+- Server renamed to "core", hostname set
+- WireGuard tunnel to home CCR (10.77.0.2), keyless SSH
+- autossh persistent tunnel to wphost02 MySQL (systemd service, auto-recover)
+- Caddy reverse proxy with auto HTTPS for 3 subdomains: sign, core, app
+- Tailscale Serve restored for portal access
+- All mockups accessible at app.itpropartner.com/
+
+## New Services Deployed on Core
+- DocuSeal — self-hosted document signing (sign.itpropartner.com)
+- SearXNG — self-hosted meta search engine (localhost:8888)
+- Ollama — local LLM service (llama3.2:3b, systemd auto-start)
+- MySQL MCP server — Python stdio protocol, autossh tunnel
+
+## API Stack
+- Firecrawl — web search & extraction (1K credits/mo free)
+- ScrapingAnt — JS rendering via headless Chrome (10K free, $19 for 100K)
+- Cloudflare — DNS:Edit + Registrar:Admin (12 zones)
+- SearXNG — unlimited self-hosted search (no API key)
+- DocuSeal — document signing API + web UI
+- admin-ai — DeepSeek + Anthropic + OpenAI models
+
+## DRE Portal Complete Mockups
+| Page | URL | Theme |
+|------|-----|-------|
+| Claim intake | debt-recovery.html | Split-screen (navy→amber + white form) |
+| Client dashboard | dre-client-dashboard.html | Light, summary cards, tier progress |
+| Internal dashboard | dre-dashboard.html | Dark, AI analysis, change history |
+| Case aging | dre-case-aging.html | Dark, stalled-case tracking |
+| Debtor payment | dre-pay.html | Minimal, no nav |
+| Fee calculator | dre-fee-calculator.html | Live tier-by-tier calculation |
+| Capabilities | capabilities.html | Hover tooltips on all elements |
+
+## Client-Facing Enhancements
+- Fee calculator widget on intake form
+- Client can upload additional docs during recovery
+- AI re-analysis on new document upload (score delta in timeline)
+- Tier progress indicator (4-step: circles + centered labels + connecting bars)
+- SMS notification slot (Twilio, not connected yet)
+- Change history/audit trail on every claim
+- Case aging dashboard (red/amber/green days-in-tier)
+
+## DRE Workflow Completed
+- Full 6-phase workflow documented (intake through dual-binder closure)
+- 4-tier recovery + lien tier 2.5 for construction
+- Dual approval workflow (Germaine + Tony must both sign off)
+- Anita is read-only
+- Hourly approval reminders via no_agent cron
+- Compliance manual (22 sections), ToS, Privacy Policy — all drafted
+
+## Model Failover
+- Multi-tier chain: DeepSeek → Claude Opus → DeepSeek Flash → local Llama 3.2
+- Ollama systemd service for local fallback
+- Daily model health check (8 AM, no_agent)
+- Memory limits doubled (10K chars agent, 5K chars user)