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

2026-07-15 17:42:20 -04:00
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+# July 7, 2026 — DRE Portal Polish Session
+
+## What was done
+
+Finished and polished all 6 DRE portal pages at `/root/portal-mockup/` and deployed to `/var/www/capabilities/` (served at `portal.debtrecoveryexperts.com`).
+
+## Page-by-page changes
+
+### debt-recovery.html (client intake form)
+- Added nav header with links to Client Dashboard, Fee Calculator, Pay
+- Fixed "Log in" link → `/dre-client-dashboard.html` (was `#`)
+- Wrapped form in `.form-page` div for layout compatibility
+
+### dre-dashboard.html (internal claims queue)
+- **Purged all test data** — removed Acme Corp row, claim detail panel, recovery progression, timeline, change history, AI analysis, debtor research, case comparison, next steps
+- **Empty state**: "No claims yet. Claims will appear here once clients submit intake forms." — with inbox SVG, CTA button to intake form
+- **Zero-value stat cards** — 0 Pending Review, 0 Active Claims, 0 Completed This Week
+- Removed "AI Analysis Ready: 5" badge and "1 Pending Approval" widget
+- Fixed nav links → aging, new claim, fees pages
+
+### dre-client-dashboard.html (client portal)
+- Fixed nav links → Submit Claim, Fee Calculator, Pay (all pointed to `#`)
+- Renamed chatbot header: "DRE Assistant" → "Agent DRE", removed "Powered by AI" subtitle
+- Fixed "Submit New Claim" → wraps in `<a href="/debt-recovery.html">`
+- Fixed "Contact us" link → `/debt-recovery.html` (was `#`)
+- Fixed "Privacy policy" link → `/dre-client-dashboard.html` (was `#`)
+
+### dre-case-aging.html (aging report)
+- Added nav header with links to Dashboard, Aging (active), New Claim, Fees
+- Fixed all "View" links → `/dre-dashboard.html` (were `#`)
+- Fixed "Escalate to Tier 4" link → `/dre-dashboard.html`
+
+### dre-fee-calculator.html (fee calculator)
+- Added nav header with links to Dashboard, Submit Claim, Fee Calculator (active), Pay
+- Fee calculator logic UNCHANGED per instructions
+
+### dre-pay.html (debtor payment page)
+- Added nav header with links to Dashboard, Submit Claim, Fee Calculator
+- Fixed phone number: `(---) --- ----` → `(832) 790-3456` with `tel:+18327903456`
+- Wrapped content in `.pay-page` div for vertical centering
+
+## Key patterns discovered
+
+1. **All pages needed nav headers** — intake form, dashboard, and aging report were missing them entirely
+2. **Many `href="#"` links** throughout all pages — each needed a real path
+3. **Placeholder phone number** in pay page needed real DRE number
+4. **Form pages needed `.form-page` wrapper** when adding a nav header (body was `display:flex`)
+5. **Test data in internal dashboard** needed full purge to empty state — can't leave sample rows for a production-facing mockup