Add 499-Q intake page, 499-Q handler, and 499-A discontinuance handler

499-Q Quarterly Filing:
- Intake page at /order/fcc-499q with simplified revenue form
  (4 fields: carrier's carrier inter/intra, end-user inter/intra)
- Zero-revenue confirmation checkbox
- Handler creates admin todo with filing details + sends client email
- Registers as fcc-499q in SERVICE_HANDLERS

499-A Discontinuance:
- Handler creates admin todo with step-by-step USAC instructions
  (file zero-revenue 499-A, request account closure, confirm CPNI/RMD)
- Sends client confirmation email explaining the process
- Compliance checker CTA: when user selects "No — cancel registration"
  in the 499-A toggle, shows discontinuance option ($299) instead of
  standard filing
- Order page maps form_499a_disc to fcc-499a-discontinuance slug

Compliance checker intelligence:
- 499-A toggle tracks _499aVariant (null/zero/discontinuance)
- CTA adapts: revenue=standard 499-A, zero=zero-revenue, cancel=discontinuance
- Reset clears variant flag

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
justin 2026-05-03 02:34:18 -05:00
parent 572f0cbf93
commit 0fc318cb38
6 changed files with 514 additions and 3 deletions

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@ -18,6 +18,8 @@ from .fcc_compliance_checkup import FCCComplianceCheckupHandler
from .rmd_filing import RMDFilingHandler
from .cpni_certification import CPNIFilingHandler
from .form_499a import Form499AHandler, Form499ABundleHandler
from .form_499q import Form499QHandler
from .form_499a_discontinuance import Form499ADiscontinuanceHandler
from .stir_shaken import StirShakenHandler
from .bdc_filing import BDCFilingHandler
from .fcc_full_compliance import FullComplianceHandler
@ -63,6 +65,8 @@ SERVICE_HANDLERS: dict[str, type] = {
"fcc-499a": Form499AHandler,
"fcc-499a-zero": Form499AHandler, # same handler, zero_revenue flag set from slug
"fcc-499a-499q": Form499ABundleHandler,
"fcc-499q": Form499QHandler,
"fcc-499a-discontinuance": Form499ADiscontinuanceHandler,
"stir-shaken": StirShakenHandler,
# BDC triple — same handler, mode auto-resolved from slug
"bdc-filing": BDCFilingHandler, # legacy alias (both)
@ -100,6 +104,7 @@ FCC_SERVICE_SLUGS: frozenset[str] = frozenset({
"fcc-499a-zero",
"fcc-499a-499q",
"fcc-499q",
"fcc-499a-discontinuance",
"stir-shaken",
"bdc-filing",
"fcc-full-compliance",

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@ -0,0 +1,130 @@
"""FCC Form 499-A Discontinuance Filing Handler.
For carriers who no longer provide telecommunications services and need
to close out their USAC 499-A filing obligations. Files a final 499-A
with zero revenue and requests discontinuance status from USAC.
This is typically for:
- Pure broadband resale ISPs who were incorrectly filing 499-A
- Carriers who have ceased operations
- Companies that were acquired and the FRN is being retired
"""
from __future__ import annotations
import logging
import os
from datetime import datetime
from .base_handler import BaseComplianceHandler
logger = logging.getLogger("workers.services.form_499a_discontinuance")
class Form499ADiscontinuanceHandler(BaseComplianceHandler):
SERVICE_SLUG = "fcc-499a-discontinuance"
SERVICE_NAME = "Form 499-A Discontinuance Filing"
async def process(self, order_data: dict) -> dict | None:
order_number = order_data.get("order_number", "")
entity = order_data.get("entity", {})
intake_data = order_data.get("intake_data", {})
filer_id = intake_data.get("filer_id_499") or entity.get("filer_id_499", "")
frn = intake_data.get("frn") or entity.get("frn", "")
legal_name = entity.get("legal_name") or intake_data.get("entity_name", "")
logger.info(
"Form499ADiscontinuanceHandler: %s for %s (FRN: %s, Filer ID: %s)",
order_number, legal_name, frn, filer_id,
)
discontinuance_reason = intake_data.get("discontinuance_reason", "Ceased providing telecommunications services")
last_service_date = intake_data.get("last_service_date", "")
# Create admin todo with discontinuance instructions
# (USAC E-File discontinuance is a manual process — file zero-revenue 499-A
# then submit discontinuance request via USAC contact form)
self._create_admin_todo(
order_number,
f"FILE 499-A DISCONTINUANCE for {legal_name}\n\n"
f"FRN: {frn}\n"
f"Filer ID: {filer_id}\n"
f"Reason: {discontinuance_reason}\n"
f"Last service date: {last_service_date or 'Not specified'}\n\n"
f"Steps:\n"
f"1. Log in to USAC E-File (https://forms.universalservice.org/)\n"
f"2. File a final 499-A with $0 revenue for the current year\n"
f"3. In the comments/notes section, state: "
f"'This is a final filing. {legal_name} has discontinued all "
f"telecommunications services as of {last_service_date or 'current date'}. "
f"Please close this filer account.'\n"
f"4. Contact USAC at (888) 641-8722 or usac@usac.org to confirm "
f"discontinuance and request removal of future filing obligations\n"
f"5. Confirm that CPNI, RMD, and other FCC filings are also discontinued\n\n"
f"Client email: {entity.get('contact_email') or order_data.get('customer_email', '')}",
)
# Send confirmation to client
self._send_confirmation(
to=entity.get("contact_email") or order_data.get("customer_email", ""),
entity_name=legal_name,
order_number=order_number,
filer_id=filer_id,
)
return {"status": "submitted_for_processing"}
def _send_confirmation(
self, to: str, entity_name: str, order_number: str, filer_id: str,
) -> None:
if not to:
return
try:
import smtplib
from email.mime.multipart import MIMEMultipart
from email.mime.text import MIMEText
subject = f"Form 499-A Discontinuance Filed — {entity_name}"
html = f"""
<div style="font-family:Inter,sans-serif;max-width:600px;margin:0 auto;color:#1f2937">
<div style="background:#1e3a5f;padding:16px 24px;border-radius:8px 8px 0 0">
<h2 style="color:#fff;margin:0;font-size:16px">Form 499-A Discontinuance</h2>
</div>
<div style="padding:24px;border:1px solid #e5e7eb;border-top:none;border-radius:0 0 8px 8px">
<p>We've received your request to discontinue the FCC Form 499-A filing
obligation for <strong>{entity_name}</strong> (Filer ID: {filer_id}).</p>
<p>We will:</p>
<ol style="font-size:14px;color:#374151;padding-left:1.25rem">
<li>File a final Form 499-A with zero revenue</li>
<li>Request USAC to close your filer account</li>
<li>Confirm discontinuance of related obligations (CPNI, RMD)</li>
</ol>
<p>You'll receive a confirmation email once the discontinuance is processed
by USAC. This typically takes 2-4 weeks.</p>
<p style="font-size:13px;color:#6b7280;margin-top:1rem">
Order: {order_number}<br>
Questions? Reply to this email or contact
<a href="mailto:ops@performancewest.net">ops@performancewest.net</a>.
</p>
</div>
</div>
"""
msg = MIMEMultipart("alternative")
msg["From"] = os.environ.get("SMTP_FROM", "Performance West <noreply@performancewest.net>")
msg["To"] = to
msg["Subject"] = subject
msg.attach(MIMEText(html, "html"))
with smtplib.SMTP(
os.environ.get("SMTP_HOST", "co.carrierone.com"),
int(os.environ.get("SMTP_PORT", "587")),
timeout=30,
) as s:
s.starttls()
s.login(os.environ.get("SMTP_USER", ""), os.environ.get("SMTP_PASS", ""))
s.send_message(msg)
except Exception as exc:
logger.warning("Discontinuance confirmation email failed: %s", exc)

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@ -0,0 +1,130 @@
"""FCC Form 499-Q Quarterly Filing Handler.
Simplified filing: the client submits quarterly revenue via the intake page,
and this handler files it at USAC E-File. Revenue calculations are minimal
compared to the 499-A just four revenue buckets projected for the quarter.
The 499-Q determines quarterly USF contribution payments.
"""
from __future__ import annotations
import logging
import os
from datetime import datetime
from .base_handler import BaseComplianceHandler
logger = logging.getLogger("workers.services.form_499q")
class Form499QHandler(BaseComplianceHandler):
SERVICE_SLUG = "fcc-499q"
SERVICE_NAME = "FCC Form 499-Q Quarterly Filing"
async def process(self, order_data: dict) -> dict | None:
order_number = order_data.get("order_number", "")
entity = order_data.get("entity", {})
intake_data = order_data.get("intake_data", {})
if not intake_data.get("intake_completed"):
logger.info(
"Form499QHandler: %s intake not completed — waiting for client",
order_number,
)
self._create_admin_todo(
order_number,
f"499-Q {intake_data.get('quarter', '?')} for "
f"{entity.get('legal_name', '?')} — awaiting client intake. "
f"Due {intake_data.get('due_date', '?')}.",
)
return None
quarter = intake_data.get("quarter", "?")
revenue = intake_data.get("revenue", {})
filer_id = intake_data.get("filer_id_499") or entity.get("filer_id_499", "")
frn = intake_data.get("frn") or entity.get("frn", "")
logger.info(
"Form499QHandler: processing %s %s for %s (total: $%.2f)",
order_number, quarter,
entity.get("legal_name", "?"),
revenue.get("total", 0),
)
# Create admin todo with filing instructions
# (Full Playwright automation for USAC E-File 499-Q TBD)
self._create_admin_todo(
order_number,
f"FILE 499-Q {quarter} for {entity.get('legal_name', '?')} "
f"(FRN: {frn}, Filer ID: {filer_id})\n\n"
f"Revenue:\n"
f" Carrier's Carrier Interstate: ${revenue.get('carriers_carrier_interstate', 0):.2f}\n"
f" Carrier's Carrier Intrastate: ${revenue.get('carriers_carrier_intrastate', 0):.2f}\n"
f" End-User Interstate: ${revenue.get('end_user_interstate', 0):.2f}\n"
f" End-User Intrastate: ${revenue.get('end_user_intrastate', 0):.2f}\n"
f" Total: ${revenue.get('total', 0):.2f}\n\n"
f"Due: {intake_data.get('due_date', '?')}\n"
f"Parent 499-A: {intake_data.get('parent_499a_order', '?')}\n\n"
f"File at: https://forms.universalservice.org/",
)
# Send confirmation email to client
self._send_confirmation_email(
to=entity.get("contact_email") or order_data.get("customer_email", ""),
entity_name=entity.get("legal_name", ""),
order_number=order_number,
quarter=quarter,
due_date=intake_data.get("due_date", ""),
)
return {"status": "submitted_for_filing"}
def _send_confirmation_email(
self, to: str, entity_name: str, order_number: str,
quarter: str, due_date: str,
) -> None:
if not to:
return
try:
import smtplib
from email.mime.multipart import MIMEMultipart
from email.mime.text import MIMEText
subject = f"499-Q {quarter} Filing Received — {entity_name}"
html = f"""
<div style="font-family:Inter,sans-serif;max-width:600px;margin:0 auto;color:#1f2937">
<div style="background:#1e3a5f;padding:16px 24px;border-radius:8px 8px 0 0">
<h2 style="color:#fff;margin:0;font-size:16px">Form 499-Q {quarter} Filing Received</h2>
</div>
<div style="padding:24px;border:1px solid #e5e7eb;border-top:none;border-radius:0 0 8px 8px">
<p>Your FCC Form 499-Q quarterly revenue data for <strong>{entity_name}</strong>
({quarter}, due {due_date}) has been received.</p>
<p>We'll file this with USAC E-File and send you a confirmation with your
filing reference number once complete.</p>
<p style="font-size:13px;color:#6b7280;margin-top:1rem">
Order: {order_number}<br>
Questions? Reply to this email or contact
<a href="mailto:ops@performancewest.net">ops@performancewest.net</a>.
</p>
</div>
</div>
"""
msg = MIMEMultipart("alternative")
msg["From"] = os.environ.get("SMTP_FROM", "Performance West <noreply@performancewest.net>")
msg["To"] = to
msg["Subject"] = subject
msg.attach(MIMEText(html, "html"))
with smtplib.SMTP(
os.environ.get("SMTP_HOST", "co.carrierone.com"),
int(os.environ.get("SMTP_PORT", "587")),
timeout=30,
) as s:
s.starttls()
s.login(
os.environ.get("SMTP_USER", ""),
os.environ.get("SMTP_PASS", ""),
)
s.send_message(msg)
except Exception as exc:
logger.warning("499-Q confirmation email failed: %s", exc)