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