4.4 KiB
4.4 KiB
Demand Letter Management Page
Last updated: 2026-07-07
Overview
Single-file HTML mockup (dre-demand-letters.html) for managing DRE demand letters. Covers the full lifecycle: draft → needs approval → ready to send → sent.
Sections
1. Pending Letters Table
- Filter tabs: All / Draft / Needs Approval / Ready to Send / Sent
- Columns: Claim # (mono amber), Debtor, Status badge, Authored By, Edit action
- Pending count badge in header
- Empty state when no letters match filter
2. Letter Composer (Left Panel)
- Claim info bar: claim #, debtor name, amount, tier, status badge, author
- Full-width textarea with mock demand letter content
- Action buttons: Regenerate with AI, Submit for Approval, Send Now
3. AI Chat Sidebar (Right Panel, 360px)
- Agent DRE header with online status dot
- Chat message area with user/agent styled bubbles
- 3 preset buttons: "Make it firmer", "Add lien language", "Shorten to 1 paragraph"
- Simulated AI responses that actually modify the letter text: firmer tone, lien clauses, condensed content, friendlier language
4. Approval Panel
- Shows author name, submitted timestamp
- Anita-authored letters: "Waiting on Tony or Germaine" banner, Approve/Reject buttons
- Tony/Germaine-authored letters: "Ready to Send" auto-approved, disabled buttons
- Rejection flow: textarea for reason, confirmation dialog, status returns to draft
5. Sent History (Collapsible)
- Columns: Date Sent, Debtor, Claim, Status (opened/paid/returned), Sent To
- Chevron toggle animation
6. Global Elements
- Confirm dialog: Modal overlay for destructive actions (approve, reject, send)
- Toast notifications: Animated slide-in, auto-dismiss (3.5s)
- Header: D|R|E industrial logo, page title, user badge (Germaine Admin), dark toggle (stub)
Approval Workflow Implementation
| Action | Source | Target | Condition |
|---|---|---|---|
| New Letter | Draft | — | Starts as draft |
| Submit for Approval | Draft | Needs Approval | Author sets submittedAt |
| Approve | Needs Approval | Ready to Send | Only allows if authored by Anita (Tony/Germaine role assumed) |
| Reject | Needs Approval | Draft | Requires reason text |
| Send Now | Ready to Send | Sent | Appends to sent history |
Letters authored by Tony or Germaine skip the needs-approval step and go directly to ready-to-send.
Chat Intent Detection
The AI chat sidebar parses user input to detect intent and modifies letter content accordingly:
| Intent | Trigger Words | Effect |
|---|---|---|
| firmer | firm, strong, aggressive, strict | Shortens payment window, strengthens language, adds FINAL NOTICE prefix |
| lien | lien, ucc, property | Appends UCC-1, judgment lien, Notice of Lien clauses |
| shorten | short, condense, brief, paragraph | Replaces entire letter with single-paragraph summary |
| friendlier | friendly, soft, gentle, kind | Replaces "demand" with "request", softens legal warnings |
| default | everything else | Generic "updated the draft" response |
Dark Theme Convention
- Background:
#0b1121/#0f172a(navy) - Cards:
#0f172awithborder-gray-800 - Accent:
#f59e0b(amber) for interactive elements, status badges in needs-approval state - Table rows:
border-gray-800/50, hoverbg-navy-800/40 - Selected row:
bg-navy-800/60 - Chat user msg:
bg-[#1e293b]border#334155 - Chat agent msg:
bg-[#0f172a]with amber border
Status Badges
| Status | Class | Colors |
|---|---|---|
| Draft | badge-draft | bg-gray-700 text-gray-400 |
| Needs Approval | badge-needs-approval | bg-amber-900/30 text-amber-300 |
| Ready to Send | badge-ready | bg-emerald-900/30 text-emerald-400 |
| Sent | badge-sent | bg-blue-900/30 text-blue-300 |
Data Model (Mock)
letter = {
id: Number,
claim: String, // "DRE-2026-0142"
debtor: String, // "Marcus Bellweather"
status: String, // "draft" | "needs-approval" | "ready-to-send" | "sent"
authoredBy: String, // "Anita Rodriguez" | "Tony Martelli" | "Germaine Vance"
amount: Number, // 12840.00
tier: String, // "Standard" | "Priority" | "Premium"
submittedAt: String, // ISO timestamp or null
content: String // Letter body text
}
File Location
- Source:
/root/dre-demand-letters.html - Self-contained single HTML file with Tailwind CSS CDN and Font Awesome icons
- No build step — open directly in browser