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

2026-07-15 17:42:20 -04:00
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+# DRE Portal Live Fixes Checklist
+
+Session: Jul 8, 2026 — Germaine identified 5 issues on portal.debtrecoveryexperts.com.
+All five are recurring patterns likely to resurface after rebuilds or new mockups.
+
+## The 5 Bug Pattern
+
+| # | Issue | Checking |
+|---|-------|----------|
+| 1 | **Client Dashboard link** goes nowhere or points wrong | Nav link href goes to `/login.html` or a real path, not `/dre-client-dashboard.html` if the file is served from a different root |
+| 2 | **No portal login exists** | `/login.html` must exist in the public web root (not internal) |
+| 3 | **"Log in" link broken** | Both the nav link AND the footer link ("Already have an account? Log in") must point to `/login.html` |
+| 4 | **Document upload doesn't work** | Must have real `<input type=\"file\">` + drag/drop JS + file list rendering |
+| 5 | **Agent DRE too verbose** | Responses must be elevator pitch style, not numbered process steps |
+
+## Document upload requirements
+
+A decorative `<div>` with drop-zone styling is not enough. Full requirements:
+
+- Hidden `<input id="file-input" type="file" multiple accept=".pdf,.jpg,.jpeg,.png,.doc,.docx">`
+- Click handler on drop zone → `fileInput.click()`
+- Drag/drop event listeners: `dragover`, `dragleave`, `drop` with visual feedback (amber border, amber-50 bg)
+- File list rendering with remove buttons
+- 20MB size limit per file with alert
+
+## Agent DRE elevator pitch style
+
+When asked "how this works" or similar, respond with ONE conversational sentence ending in a follow-up question, not a numbered process list.
+
+| Trigger | Response pattern |
+|---------|-----------------|
+| "how it works" | \"We handle recovery from start to finish — submit your claim, we send a demand, and keep escalating until you get paid. Most claims resolve in 15-30 days.\" |
+| "fees" | \"We only get paid when you do. Fees start at 20% and scale up based on effort. Use the Fee Calculator to see your net.\" |
+| "documents" | \"The basics: contract, invoices, and any correspondence about the unpaid amount. Submit what you have and we fill in the gaps.\" |
+
+## Login page pattern (SSO-only gateway)
+
+The DRE portal login at `/login.html` follows this exact structure:
+
+1. SSO button linking to `internal.debtrecoveryexperts.com` (Cloudflare Access protected)
+2. "or" separator
+3. "New customer? Submit a claim to get started →" link back to `/`
+4. Support email link at bottom: `mailto:dre@debtrecoveryexperts.com`
+
+No username/password fields. Cloudflare Access handles auth.
+
+## Caddy root fallback
+
+On `portal.debtrecoveryexperts.com`, the Caddy config has:
+```
+try_files {path} /debt-recovery.html
+```
+This means the root URL `/` serves the intake form, not a login page. New visitors see the claim form first.