3.3 KiB
3.3 KiB
DRE Session Reference — July 7, 2026
Major DRE portal build session. Everything below was established, corrected, or re-confirmed.
New Features Added
- Client dashboard: Summary cards, active/past claims with outcome badges, recovery stats, disbursement history
- Tier progress indicator: 4-step visual (Soft Touch → Demand → Escalate → Legal) with colored circles and centered labels
- Debtor payment page (
dre-pay.html): standalone page for phone-in payments, claim number + name + amount + Turnstile → Stripe - Fee calculator (
dre-fee-calculator.html): live calculation, 4 tiers side-by-side with color-coded borders - Case aging dashboard (
dre-case-aging.html): days in tier vs target, color-coded alerts, stalled case action banner - SMS notification system: Twilio integration planned for client tier updates and debtor text-to-pay
Corrections Made
- Email formatting: Raw markdown email rejected as "terrible" — rebuilt as hand-crafted inline HTML with proper tables, signature, and Sho'Nuff closing. USE HTML EMAIL WRITING from
send-shonuff.pyalways. - Client form flow: First section must be "Your Information" (claimant), then "Debtor Information" — not debtor first.
- Document upload: Remove placeholder document examples from the mockup — leave empty until actual uploads happen.
- Approval workflow: Germaine + Tony are approvers. Anita is read-only. Hourly reminders for pending approvals.
- Mobile-responsive: All client-facing pages already mobile-friendly (Tailwind mobile-first), but pay.html needed no additional work — it was already single-column.
Site Key Credentials
- Turnstile site key:
0x4AAAAAADxaB0Bik1bqx_CA - Turnstile secret key:
0x4AAAAAADxaB0zXHHGhM9TGusYKs8VEen8(saved to ~/.hermes/.env) - Privacy policy updated with Cloudflare Turnstile Privacy Addendum reference
Fee Structure (confirmed)
| Tier | DRE Fee |
|---|---|
| 1 — Soft Touch | 20-25% |
| 2 — Formal Demand | 30% |
| 2.5 — Lien Threat | 30% (+ attorney if filed) |
| 3 — Escalation | 33% |
| 4 — Legal Action | 10% DRE + 25% law firm |
Hosted Pages
All under app.itpropartner.com/:
/dre-dashboard.html— DRE internal claims queue (dark theme)/dre-client-dashboard.html— Client portal after login/debt-recovery.html— Claim intake form (ScrapingAnt style)/dre-pay.html— Debtor payment page/dre-fee-calculator.html— Fee calculator/dre-case-aging.html— Case aging dashboard
Services Configured on Core (cross-session scope)
- SearXNG: Docker on port 8888 (localhost), JSON API, unlimited self-hosted search
- DocuSeal: Docker on port 3000, proxied via Caddy on sign.itpropartner.com
- Caddy: Routes sign.itpropartner.com, core.itpropartner.com, app.itpropartner.com with auto TLS
- Ollama: Systemd service, llama3.2:3b loaded, port 11434
- MySQL tunnel: autossh persistent tunnel to wphost02:3306 on port 33060
- Firecrawl: API key configured, 1000 credits/mo
- ScrapingAnt: API key configured, 10000 free credits, JS rendering enabled
Email Correction
Bounced email to germaine@anitabrown.co — account doesn't exist. Correct address for Anita is anitabrownwrites@gmail.com. The Cartagena itinerary was re-sent to the correct address.