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