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capture client signature before filing signed DOT forms

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Forms that legally require the client's signature were not being captured
correctly:

- MCS-150 handler created a perjury e-sign record but then submitted to FMCSA
  anyway, before the client signed. Now it gates submission: request the
  signature, hold, and only file when handle_esign_completed re-dispatches with
  client_approved=True.
- MCS-150 e-sign links were signed with JWT_SECRET/ADMIN_JWT_SECRET, but the
  portal verifies with CUSTOMER_JWT_SECRET, so every link returned "Invalid
  portal link." New shared dot_esign helper signs with CUSTOMER_JWT_SECRET.
- carrier-closeout (final MCS-150 Out of Business) and entity-dissolution
  (Articles of Dissolution + no-lawsuits/liens/judgments attestation) captured
  no signature at all. Both now request a signed attestation before the
  workflow proceeds.
- mc-authority / emergency-temporary-authority now get a correctly labeled
  OP-1 applicant certification instead of an "MCS-150" record.

Also fixes a latent dispatcher bug: order["service_slug"] was never set, so
handlers sharing a class fell back to their default SERVICE_SLUG. This made
entity-dissolution run the carrier-closeout branch and mc-authority/etc. look
like mcs150-update. Now the resolved slug is injected into order_data.

Portal e-sign page now renders the document-specific certification text from
metadata.perjury_text (so the dissolution no-liabilities attestation and OP-1
cert are actually shown to the signer), not just a generic perjury line.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
This commit is contained in:
justin 2026-05-31 20:30:09 -05:00
parent 869bcac287
commit 02112facf5
5 changed files with 366 additions and 84 deletions
Download patch file Download diff file Expand all files Collapse all files

35
scripts/workers/services/carrier_closeout.py
View file

@ -66,7 +66,40 @@ class CarrierCloseoutHandler:
"Sequential wind-down steps:\n"
+ "\n".join(f" {i + 1}. {s}" for i, s in enumerate(steps))
)
self._create_todo(order_number, intake, title, description, slug, priority="high")
# Signature gate. Both close-out (final MCS-150 "Out of Business") and
# entity dissolution require the client's signed authorization/attestation
# before we file anything. On first run we request the signature and hold;
# handle_esign_completed re-dispatches with client_approved=True once signed.
from scripts.workers.services.dot_esign import requires_signature, request_dot_esign
client_approved = bool(order_data.get("client_approved"))
customer_email = order_data.get("customer_email", "")
if requires_signature(slug) and not client_approved:
request_dot_esign(
order_number=order_number,
slug=slug,
entity_name=name,
customer_email=customer_email,
dot_number=dot if dot != "N/A" else "",
)
LOG.info("[%s] Awaiting client signature before %s — holding workflow", order_number, slug)
self._create_todo(
order_number, intake,
f"{title} [AWAITING CLIENT SIGNATURE]",
description + f"\n\nStatus: AWAITING CLIENT SIGNATURE — link emailed to {customer_email}."
"\nWorkflow auto-resumes once the client signs.",
slug, priority="low",
)
return [f"Awaiting signature: {title}"]
# Signed (or re-dispatched after signing) — queue the actionable workflow.
self._create_todo(
order_number, intake,
f"{title} [SIGNED — READY TO FILE]",
description + "\n\nStatus: Client signed the authorization. Proceed with filing.",
slug, priority="high",
)
return [f"Close-out workflow queued: {title}"]
def _create_todo(self, order_number, intake, title, description, slug, priority="normal"):

255
scripts/workers/services/dot_esign.py Normal file
View file

@ -0,0 +1,255 @@
"""DOT/FMCSA e-signature helper.
Creates an `esign_records` row and emails the client a signing link, using the
local Postfix relay (localhost:25) like the other DOT status emails. This is the
DOT-side counterpart to telecom/esign_helper.py, but without the external
SMTP-auth dependency.
CRITICAL: portal links are signed with CUSTOMER_JWT_SECRET — the same secret the
API portal middleware (api/src/middleware/portalAuth.ts) verifies with. Signing
with any other secret yields an "Invalid portal link." error for the client.
Which DOT forms legally require the client's signature BEFORE we file:
- mcs150 forms (MCS-150 biennial / new USDOT / reactivation) — perjury cert
- operating authority (OP-1 / MC / emergency temporary authority) — applicant cert
- carrier close-out (final MCS-150 "Out of Business") — perjury cert
- entity dissolution (Articles of Dissolution) — no-liabilities attestation
UCR, drug-&-alcohol consortium enrollment, audit prep, and BOC-3 (signed by the
process agent, not the carrier) do NOT file a client-signed federal form, so they
skip signature capture entirely.
"""
from __future__ import annotations
import logging
import os
LOG = logging.getLogger("workers.services.dot_esign")
_MCS150_PERJURY = (
"I certify under penalty of perjury that the information in this MCS-150 is "
"true and correct to the best of my knowledge and belief, and that I am "
"authorized to file it on behalf of the motor carrier. I understand that "
"making a false statement is punishable under 18 U.S.C. § 1001."
)
_OP1_CERT = (
"I certify that I am authorized to apply for operating authority on behalf of "
"the applicant, that the information provided is true and correct, and that the "
"applicant will comply with all applicable FMCSA safety and insurance "
"requirements. I understand that a false statement is punishable under "
"18 U.S.C. § 1001."
)
_CLOSEOUT_CERT = (
"I authorize Performance West Inc. to file a final MCS-150 marking this carrier "
"OUT OF BUSINESS and to deactivate the USDOT number and operating authority "
"listed above. I certify under penalty of perjury that the information is true "
"and correct and that I am authorized to wind down this motor carrier."
)
_DISSOLUTION_ATTEST = (
"I attest that, to the best of my knowledge, this entity has NO outstanding "
"lawsuits, liens, judgments, or unsatisfied creditor claims. I authorize "
"Performance West Inc. to file Articles of Dissolution and final returns on the "
"entity's behalf, and I certify that I am authorized to dissolve this entity. I "
"understand that dissolving an entity with unresolved liabilities may expose its "
"members or officers to personal liability."
)
# slug -> signing config. A slug absent from this map requires NO signature.
DOT_SIGNING: dict[str, dict] = {
"mcs150-update": {
"document_type": "mcs150",
"document_title": "MCS-150 Biennial Update — Certification Under Penalty of Perjury",
"perjury_text": _MCS150_PERJURY,
},
"dot-registration": {
"document_type": "mcs150",
"document_title": "New USDOT Registration (MCS-150) — Certification Under Penalty of Perjury",
"perjury_text": _MCS150_PERJURY,
},
"usdot-reactivation": {
"document_type": "mcs150",
"document_title": "USDOT Reactivation (MCS-150) — Certification Under Penalty of Perjury",
"perjury_text": _MCS150_PERJURY,
},
"dot-full-compliance": {
"document_type": "mcs150",
"document_title": "DOT Full Compliance (MCS-150) — Certification Under Penalty of Perjury",
"perjury_text": _MCS150_PERJURY,
},
"mc-authority": {
"document_type": "operating-authority",
"document_title": "Operating Authority Application (OP-1) — Applicant Certification",
"perjury_text": _OP1_CERT,
},
"emergency-temporary-authority": {
"document_type": "operating-authority",
"document_title": "Emergency Temporary Authority Request — Applicant Certification",
"perjury_text": _OP1_CERT,
},
"carrier-closeout": {
"document_type": "carrier-closeout",
"document_title": "Carrier Close-Out Authorization & Final MCS-150 (Out of Business)",
"perjury_text": _CLOSEOUT_CERT,
},
"entity-dissolution": {
"document_type": "entity-dissolution",
"document_title": "Entity Dissolution Authorization & No-Liabilities Attestation",
"perjury_text": _DISSOLUTION_ATTEST,
},
}
def requires_signature(slug: str) -> bool:
"""True if the DOT service files a form that needs the client's signature."""
return slug in DOT_SIGNING
def request_dot_esign(
order_number: str,
slug: str,
entity_name: str,
customer_email: str,
dot_number: str = "",
document_minio_key: str = "",
extra_metadata: dict | None = None,
expires_days: int = 7,
) -> int | None:
"""Create a pending esign record for a DOT form and email the signing link.
Idempotent per (order_number, document_type): re-running will not duplicate a
pending/signed record. Returns the esign_records.id, or None on failure.
"""
cfg = DOT_SIGNING.get(slug)
if not cfg:
return None # this service does not require a signature
if not customer_email:
LOG.warning("[%s] No customer email — cannot request signature", order_number)
return None
import json
document_type = cfg["document_type"]
document_title = cfg["document_title"]
perjury_text = cfg["perjury_text"]
metadata = {
"dot_number": dot_number,
"service_slug": slug,
"perjury_text": perjury_text,
}
if extra_metadata:
metadata.update(extra_metadata)
# 1. Upsert the pending record
esign_id = None
try:
import psycopg2
conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
with conn.cursor() as cur:
cur.execute(
"""
INSERT INTO esign_records (
order_number, document_type, document_title, entity_name,
document_minio_key, document_metadata,
requires_perjury, status, expires_at
) VALUES (%s, %s, %s, %s, %s, %s, TRUE, 'pending',
NOW() + (%s || ' days')::interval)
ON CONFLICT (order_number, document_type)
WHERE status IN ('pending', 'signed')
DO UPDATE SET
document_title = EXCLUDED.document_title,
entity_name = EXCLUDED.entity_name,
document_minio_key = EXCLUDED.document_minio_key,
document_metadata = EXCLUDED.document_metadata,
expires_at = EXCLUDED.expires_at,
updated_at = NOW()
RETURNING id
""",
(
order_number, document_type, document_title, entity_name,
document_minio_key, json.dumps(metadata), str(expires_days),
),
)
row = cur.fetchone()
esign_id = row[0] if row else None
conn.commit()
conn.close()
except Exception as exc:
LOG.error("[%s] Failed to create esign record (%s): %s", order_number, document_type, exc)
return None
# 2. Email the signing link (signed with CUSTOMER_JWT_SECRET to match the portal)
try:
_send_signing_email(
order_number=order_number,
document_type=document_type,
document_title=document_title,
entity_name=entity_name,
dot_number=dot_number,
customer_email=customer_email,
expires_days=expires_days,
)
LOG.info("[%s] Signing link sent to %s (%s)", order_number, customer_email, document_type)
except Exception as exc:
LOG.warning("[%s] Could not send signing email (record exists): %s", order_number, exc)
return esign_id
def _send_signing_email(
order_number: str,
document_type: str,
document_title: str,
entity_name: str,
dot_number: str,
customer_email: str,
expires_days: int,
) -> None:
import smtplib
from email.mime.text import MIMEText
try:
import jwt as pyjwt
except ImportError: # pragma: no cover
import PyJWT as pyjwt # type: ignore
secret = os.environ.get("CUSTOMER_JWT_SECRET", "changeme_long_random_string")
domain = os.environ.get("DOMAIN", "performancewest.net")
from datetime import datetime, timedelta, timezone
token = pyjwt.encode(
{
"order_id": order_number,
"order_type": document_type,
"email": customer_email,
"exp": datetime.now(timezone.utc) + timedelta(days=expires_days),
},
secret,
algorithm="HS256",
)
sign_url = f"https://{domain}/portal/esign?token={token}"
dot_line = f" (DOT# {dot_number})" if dot_number else ""
body = (
f"Hi,\n\n"
f"Your {document_title} for {entity_name}{dot_line} has been prepared and "
f"is ready for your signature.\n\n"
f"Federal law requires your certification before we can submit this filing. "
f"Please review and sign here:\n{sign_url}\n\n"
f"This link expires in {expires_days} days.\n\n"
f"Once you sign, we file with the appropriate agency and send you "
f"confirmation.\n\n"
f"Order: {order_number}\n"
f"Questions? Call (888) 411-0383.\n\n"
f"Performance West Inc.\n"
)
msg = MIMEText(body)
msg["Subject"] = f"Action Required: Sign Your {document_title} — {entity_name}"
msg["From"] = "noreply@performancewest.net"
msg["To"] = customer_email
with smtplib.SMTP("localhost", 25, timeout=30) as s:
s.sendmail(msg["From"], [customer_email], msg.as_string())

140
scripts/workers/services/mcs150_update.py
View file

@ -74,10 +74,18 @@ class MCS150UpdateHandler:
if isinstance(intake, str):
intake = json.loads(intake)
slug = order_data.get("service_slug", self.SERVICE_SLUG)
dot_number = intake.get("dot_number", "")
entity_name = intake.get("entity_name", order_data.get("customer_name", ""))
customer_email = order_data.get("customer_email", "")
# The client signs the perjury certification before we file. When they
# sign, handle_esign_completed re-dispatches this handler with
# client_approved=True so we proceed past the signing checkpoint.
from scripts.workers.services.dot_esign import requires_signature, request_dot_esign
needs_signature = requires_signature(slug)
client_approved = bool(order_data.get("client_approved"))
# Validate required fields
if not dot_number:
LOG.error("[%s] Missing DOT number in intake data", order_number)
@ -140,50 +148,27 @@ class MCS150UpdateHandler:
except Exception as exc:
LOG.warning("[%s] Could not retrieve photo ID: %s", order_number, exc)
# Step 4: Create e-sign record for perjury declaration
# Customer must sign before we submit to FMCSA
if pdf_path and minio_path:
try:
import psycopg2
conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
cur = conn.cursor()
cur.execute("""
INSERT INTO esign_records (
order_number, document_type, document_title, entity_name,
document_minio_key, document_metadata,
requires_perjury, status, expires_at
) VALUES (%s, %s, %s, %s, %s, %s, TRUE, 'pending', NOW() + interval '7 days')
ON CONFLICT (order_number, document_type)
WHERE status IN ('pending', 'signed') DO NOTHING
""", (
order_number,
"mcs150",
"MCS-150 Biennial Update — Certification Under Penalty of Perjury",
entity_name,
minio_path,
json.dumps({
"dot_number": dot_number,
"form_type": "mcs150",
"perjury_text": (
"I hereby certify under penalty of perjury that the information "
"contained in this MCS-150 form is true and correct to the best "
"of my knowledge and belief. I understand that making a false "
"statement is punishable under 18 U.S.C. § 1001."
),
}),
))
conn.commit()
conn.close()
LOG.info("[%s] E-sign record created for MCS-150 perjury declaration", order_number)
# Step 4: SIGNATURE GATE. If this form needs the client's signed
# certification and they haven't signed yet, request the signature and
# STOP before filing. We never submit a perjury certification to FMCSA
# until the client has actually signed it.
if needs_signature and not client_approved:
request_dot_esign(
order_number=order_number,
slug=slug,
entity_name=entity_name,
customer_email=customer_email,
dot_number=dot_number,
document_minio_key=minio_path or "",
)
LOG.info("[%s] Awaiting client signature before filing %s — not submitting yet",
order_number, slug)
self._create_pending_signature_todo(
order_number, entity_name, dot_number, slug, minio_path, customer_email)
return [minio_path] if minio_path else []
# Send e-sign link to customer
self._send_esign_email(order_number, entity_name, dot_number, customer_email)
# NOTE: The filing will be triggered by the esign_completed handler
# after the customer signs. For now, also proceed with submission
# since many orders may not have esign set up yet.
except Exception as exc:
LOG.error("[%s] E-sign setup failed (proceeding anyway): %s", order_number, exc)
# Past this point: either no signature is required for this service, or
# the client has signed (re-dispatched with client_approved=True).
# Step 5: Submit electronically (3x web → fax fallback)
# GUARD: Skip actual submission in dev/test environments
@ -320,48 +305,37 @@ class MCS150UpdateHandler:
except Exception as exc:
return f"Could not check: {exc}"
def _send_esign_email(self, order_number, entity_name, dot_number, customer_email):
"""Send e-sign link for MCS-150 perjury declaration."""
if not customer_email:
return
def _create_pending_signature_todo(self, order_number, entity_name, dot_number,
slug, minio_path, customer_email):
"""Low-priority admin todo noting we're waiting on the client's signature."""
try:
import smtplib
import jwt
from email.mime.text import MIMEText
secret = os.environ.get("JWT_SECRET", os.environ.get("ADMIN_JWT_SECRET", ""))
token = jwt.encode(
{"order_id": order_number, "order_type": "mcs150", "email": customer_email},
secret, algorithm="HS256",
)
domain = os.environ.get("DOMAIN", "performancewest.net")
esign_url = f"https://{domain}/portal/esign?token={token}"
body = (
f"Hi,\n\n"
f"Your MCS-150 Biennial Update for {entity_name} (DOT# {dot_number}) "
f"has been prepared and is ready for your signature.\n\n"
f"Federal law requires your certification under penalty of perjury "
f"before we can submit this form to FMCSA.\n\n"
f"Please review and sign here:\n{esign_url}\n\n"
f"This link expires in 7 days.\n\n"
f"Once you sign, we will submit the form to FMCSA electronically "
f"and provide you with a Certificate of Filing.\n\n"
f"Questions? Call (888) 411-0383.\n\n"
f"Performance West Inc.\n"
)
msg = MIMEText(body)
msg["Subject"] = f"Action Required: Sign Your MCS-150 — {entity_name} (DOT {dot_number})"
msg["From"] = "noreply@performancewest.net"
msg["To"] = customer_email
with smtplib.SMTP("localhost", 25) as s:
s.sendmail(msg["From"], [customer_email], msg.as_string())
LOG.info("[%s] E-sign email sent to %s", order_number, customer_email)
import psycopg2
conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
with conn.cursor() as cur:
cur.execute(
"""
INSERT INTO admin_todos (
title, category, priority, order_number, service_slug,
description, data, status
) VALUES (%s, %s, %s, %s, %s, %s, %s, 'pending')
""",
(
f"Awaiting client signature — {entity_name} (DOT {dot_number})",
"filing", "low", order_number, slug,
f"{slug} for {entity_name} (DOT {dot_number}).\n"
f"Status: AWAITING CLIENT SIGNATURE before filing.\n"
f"Signing link emailed to {customer_email}.\n"
f"PDF: {minio_path or 'not generated'}\n"
f"Filing auto-resumes once the client signs.",
json.dumps({"order_number": order_number, "dot_number": dot_number,
"entity_name": entity_name, "awaiting_signature": True}),
),
)
conn.commit()
conn.close()
LOG.info("[%s] Pending-signature todo created", order_number)
except Exception as exc:
LOG.warning("[%s] Failed to send e-sign email: %s", order_number, exc)
LOG.warning("[%s] Failed to create pending-signature todo: %s", order_number, exc)
def _send_status_email(self, order_number, entity_name, dot_number, customer_email):
"""Send client an email that we're working on their update."""