hermes-skills/skills/software-development/debt-recovery-platform/references/session-2026-07-07-fixup.md

July 7, 2026 — DRE Portal Polish Session

What was done

Finished and polished all 6 DRE portal pages at /root/portal-mockup/ and deployed to /var/www/capabilities/ (served at portal.debtrecoveryexperts.com).

Page-by-page changes

debt-recovery.html (client intake form)

• Added nav header with links to Client Dashboard, Fee Calculator, Pay
• Fixed "Log in" link → /dre-client-dashboard.html (was #)
• Wrapped form in .form-page div for layout compatibility

dre-dashboard.html (internal claims queue)

• Purged all test data — removed Acme Corp row, claim detail panel, recovery progression, timeline, change history, AI analysis, debtor research, case comparison, next steps
• Empty state: "No claims yet. Claims will appear here once clients submit intake forms." — with inbox SVG, CTA button to intake form
• Zero-value stat cards — 0 Pending Review, 0 Active Claims, 0 Completed This Week
• Removed "AI Analysis Ready: 5" badge and "1 Pending Approval" widget
• Fixed nav links → aging, new claim, fees pages

dre-client-dashboard.html (client portal)

• Fixed nav links → Submit Claim, Fee Calculator, Pay (all pointed to #)
• Renamed chatbot header: "DRE Assistant" → "Agent DRE", removed "Powered by AI" subtitle
• Fixed "Submit New Claim" → wraps in <a href="/debt-recovery.html">
• Fixed "Contact us" link → /debt-recovery.html (was #)
• Fixed "Privacy policy" link → /dre-client-dashboard.html (was #)

dre-case-aging.html (aging report)

• Added nav header with links to Dashboard, Aging (active), New Claim, Fees
• Fixed all "View" links → /dre-dashboard.html (were #)
• Fixed "Escalate to Tier 4" link → /dre-dashboard.html

dre-fee-calculator.html (fee calculator)

• Added nav header with links to Dashboard, Submit Claim, Fee Calculator (active), Pay
• Fee calculator logic UNCHANGED per instructions

dre-pay.html (debtor payment page)

• Added nav header with links to Dashboard, Submit Claim, Fee Calculator
• Fixed phone number: (---) --- ---- → (832) 790-3456 with tel:+18327903456
• Wrapped content in .pay-page div for vertical centering

Key patterns discovered

1. All pages needed nav headers — intake form, dashboard, and aging report were missing them entirely
2. Many href="#" links throughout all pages — each needed a real path
3. Placeholder phone number in pay page needed real DRE number
4. Form pages needed .form-page wrapper when adding a nav header (body was display:flex)
5. Test data in internal dashboard needed full purge to empty state — can't leave sample rows for a production-facing mockup