# 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)