Initial skills documentation — 25 categories, all SKILL.md + references + scripts
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# Session: July 8, 2026 (Morning — Full Audit + DRE Portal Enhancements)
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## Model Changes
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- **Opus 4.8 added** as delegation fallback 1 (after Opus 4.7 primary)
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- Fallback chain now: Opus 4.7 → Opus 4.8 → Llama 3.2 (local)
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- DeepSeek V4 Flash was NOT a fallback before — removed from chain, Ollama is the only real fallback
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- **Conversation model has NO fallback chain** — only delegation chain has fallbacks
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## DRE Portal Fixes & Features Built
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### Internal Portal Landing Page
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- Created `/var/www/internal/index.html` — dark landing with 4 card links
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- Cloudflare Access policy: `Team` = any @germainebrown.com or @yahoo.com
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- `try_files {path} {path}.html /index.html` added to Caddy for clean URLs
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### Login Page
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- Created `/var/www/capabilities/login.html` — SSO-only gateway
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- Links to internal.debtrecoveryexperts.com for authentication
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- "New customer" link back to intake form
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### Persistent Nav — All Pages
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- **Standardized to 5 links:** Home, Claims, Aging, Letters, Inbox
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- **Clients removed** — DRE team doesn't use that nav link
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- **Nav-link CSS** converted from @apply to real CSS everywhere
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- Logo: D|R|E with colored separators (gray pipes)
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### Document Upload Fix
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- Added real `<input type="file">`, drag-and-drop JS, file list with remove, 20MB limit
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- Was a decorative `<div>` before — did nothing on click
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### Agent DRE Identity
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- Both public (portal) and internal (letter queue) chatbots updated:
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- Welcome message includes "Texas-registered debt collection agency"
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- "what is DRE" response includes "registered with the state of Texas" and "FDCPA compliant"
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- Internal chatbot got `'about'` intent detection for identity queries
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### + New Letter Modal
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- Two-screen modal: client search → stage-gated template selection
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- Templates load with `[CLAIM]`, `[DEBTOR]`, `[AMOUNT]`, `[CLIENT]` placeholder substitution
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- Stage-to-template mapping prevents backward progression:
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- soft-touch → formal-demand
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- formal-demand → lien-threat, escalation
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- lien-threat → escalation, legal-action
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- escalation → legal-action
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- legal-action → disabled (referred to counsel)
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### 8 Canned Letter Templates
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Saved to references/dre-letter-templates.md. 1-3 auto, 4-8 queued for dual approval.
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### DRE Mail IMAP Poller
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- `/root/.hermes/scripts/dre-mail-poller.py`
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- Polls dre@ + collections@ every 60s via IMAP
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- Writes to `/var/www/internal/data/dre-mails.json`
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- Cron job in no_agent mode
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### Inbox UI Page
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- `/var/www/internal/inbox.html` — unified inbox for both mailboxes
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- Stats, search, mailbox filter, expand/collapse, mark-as-read
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- Data source: `/data/dre-mails.json`
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### Letter Composer Readability Fix
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- All `@apply` directives replaced with real CSS in letter-queue.html
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- Textarea was rendering white-on-white (invisible text)
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### Custom Letters Policy
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- Per user directive: custom letters should be handled through email
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- The "+ New Letter" modal should only offer stage-appropriate templates, NOT a free-form text option
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## Apex Fixes
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### SPF: Silent Email Drop
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- Apex form notifications silently dropped by MXroute filter
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- SiteGround SMTP relay (c1113726.sgvps.net / 35.212.86.161) was not in SPF
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- Fixed by adding `ip4:35.212.86.161` to SiteGround DNS TXT record
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- Form notifications now also send to g@germainebrown.com
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### NASA Form + Waiver Fixes
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- Added g@germainebrown.com to both form notifications (IDs 270, 268)
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- SQL UPDATE via REPLACE, verified 2 rows affected
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## Credential Audit
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Full audit completed Jul 8 @ ~10:00 AM. 6/7 credentials verified working.
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- All .env keys, config secrets, DB passwords, IMAP passwords OK
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- iCloud calendar password expired — replaced with new app-specific password
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- iCloud CalDAV connection now working (principal/auth verified via PROPFIND)
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## iCloud CalDAV
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- Added to `/root/.config/himalaya/config.toml` as `germaine-calendar` account
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- CalDAV verified via PROPFIND to caldav.icloud.com — status 207
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- App-specific password stored in `g-germainebrown-icloud-calendar.pass`
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- Password generated at appleid.apple.com → App-Specific Passwords
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## Home Lab Reminder
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- Cron set for 8 PM ET today (Jul 8): remind Germaine to spin up a Linux VM for ShoNuff SSH access
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## DRE Queue Items (not yet built/finished)
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1. AI Analysis page — recovery success rates, AI scores, metrics dashboard
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2. Legal research: can DRE report to credit bureaus?
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3. Light/dark theme toggle for internal portal
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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)
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