Wire fulfillment alerts to Telegram + surface order progress in portal + even out ERPNext sync
Telegram notifications: - Add shared scripts/workers/telegram_notify.py (send_telegram, notify_fulfillment_todo, create_admin_todo) so every worker alerts the operator the same way; fire-and-forget. - Fire notify_fulfillment_todo after each admin_todos insert across all 8 service handlers (9 sites) so no fulfillment task waits unseen. (Orders + quotes + tickets already notified via checkout/quotes/tickets routes.) Client portal order progress: - order-timeline: derive real per-step status from live signals (payment paid, e-signature signed, fulfillment_status) instead of a static template; add current_step to the response. - Extract pure applyLiveStatus into order-timeline-status.ts (DB-free) + unit test (api/test/test_timeline_status.ts, 8 cases). - portal /me now returns compliance_orders.fulfillment_status. - Dashboard renders a client-safe Progress badge (In progress / Action needed / Filed-awaiting-confirmation / Completed); batches show the most actionable status. No back-office mechanics exposed. ERPNext sync parity: - Create a Sales Order for formation and fcc_carrier_registration orders (previously only canada_crtc + compliance synced); write erpnext_sales_order back to each table. Non-blocking, matches existing pattern. Verified: API tsc clean, timeline unit tests 8/8, Astro build 58 pages, cms10114/ink/paper_batch Python tests still green, no mechanics leaks.
This commit is contained in:
justin
parent
41df4d9553
commit
28b1af341d
15 changed files with 706 additions and 73 deletions
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@ -41,6 +41,8 @@ import logging
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import os
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from datetime import datetime
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from scripts.workers.telegram_notify import notify_fulfillment_todo
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LOG = logging.getLogger("workers.services.boc3_filing")
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# Process agent partner: Registered Agents Inc / Process Agent LLC
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@ -229,6 +231,20 @@ class BOC3FilingHandler:
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try:
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import psycopg2
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conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
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todo_title = f"BOC-3 Filing — {entity_name} (DOT {dot_number})"
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todo_description = (
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f"File BOC-3 process agent designation for {entity_name}.\n"
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f"DOT: {dot_number}\n"
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f"MC/Docket: {docket_number}\n"
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f"Type: {entity_type}\n"
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f"Authority status: {boc3_status}\n"
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f"Customer: {customer_email}\n\n"
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+ ("Recommended follow-ups (upsell-approve, not auto-charged):\n"
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+ "\n".join(f" - {f['title']}: {f['reason']}"
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for f in recommended_followups) + "\n\n"
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if recommended_followups else "")
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+ f"Submit to process agent partner for electronic filing with FMCSA."
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)
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with conn.cursor() as cur:
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cur.execute("""
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INSERT INTO admin_todos (
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@ -236,25 +252,22 @@ class BOC3FilingHandler:
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description, data, status
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) VALUES (%s, %s, %s, %s, %s, %s, %s, 'pending')
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""", (
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f"BOC-3 Filing — {entity_name} (DOT {dot_number})",
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todo_title,
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"filing",
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"high",
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order_number,
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self.SERVICE_SLUG,
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f"File BOC-3 process agent designation for {entity_name}.\n"
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f"DOT: {dot_number}\n"
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f"MC/Docket: {docket_number}\n"
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f"Type: {entity_type}\n"
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f"Authority status: {boc3_status}\n"
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f"Customer: {customer_email}\n\n"
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+ ("Recommended follow-ups (upsell-approve, not auto-charged):\n"
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+ "\n".join(f" - {f['title']}: {f['reason']}"
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for f in recommended_followups) + "\n\n"
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if recommended_followups else "")
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+ f"Submit to process agent partner for electronic filing with FMCSA.",
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todo_description,
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json.dumps(todo_data),
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))
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conn.commit()
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notify_fulfillment_todo(
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title=todo_title,
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order_number=order_number,
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service_slug=self.SERVICE_SLUG,
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priority="high",
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description=todo_description,
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)
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conn.close()
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LOG.info("[%s] Admin todo created for BOC-3 filing", order_number)
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except Exception as exc:
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@ -19,6 +19,8 @@ import json
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import logging
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import os
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from scripts.workers.telegram_notify import notify_fulfillment_todo
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LOG = logging.getLogger("workers.services.carrier_closeout")
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@ -117,6 +119,13 @@ class CarrierCloseoutHandler:
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(title, "filing", priority, order_number, slug, description, json.dumps(intake)),
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)
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conn.commit()
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notify_fulfillment_todo(
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title=title,
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order_number=order_number,
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service_slug=slug,
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priority=priority,
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description=description,
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)
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conn.close()
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except Exception as exc:
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LOG.error("[%s] Failed to create close-out todo: %s", order_number, exc)
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@ -35,6 +35,8 @@ import os
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from datetime import datetime, timezone, timedelta
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from pathlib import Path
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from scripts.workers.telegram_notify import notify_fulfillment_todo
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LOG = logging.getLogger("workers.services.ein_application")
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SCREENSHOTS_DIR = Path(os.getenv("SCREENSHOTS_DIR", "/tmp/ein-screenshots"))
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@ -176,6 +178,13 @@ class EINApplicationHandler:
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self.SERVICE_SLUG, description, json.dumps(intake),
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))
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conn.commit()
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notify_fulfillment_todo(
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title=title,
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order_number=order_number,
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service_slug=self.SERVICE_SLUG,
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priority=priority,
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description=description,
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)
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conn.close()
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except Exception as exc:
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LOG.error("[%s] Failed to create EIN todo: %s", order_number, exc)
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@ -34,6 +34,8 @@ import logging
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import os
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from datetime import datetime
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from scripts.workers.telegram_notify import notify_fulfillment_todo
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LOG = logging.getLogger("workers.services.hazmat_phmsa")
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# PHMSA registration fee brackets (49 CFR 107.612). The processing fee depends on
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@ -107,6 +109,20 @@ class HazmatPHMSAHandler:
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try:
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import psycopg2
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conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
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todo_title = (
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f"PHMSA Hazmat Registration — {entity_name} (DOT {dot_number})"
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if dot_number else f"PHMSA Hazmat Registration — {entity_name}"
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)
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todo_description = (
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f"Service: {self.SERVICE_NAME}\n"
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f"DOT: {dot_number}\n"
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f"Hazmat classes: {', '.join(hazmat_classes) if hazmat_classes else 'see intake'}\n"
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f"Bulk packaging: {'Yes' if bulk else 'No'}\n"
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f"Small business: {'Yes' if is_small else 'No'}\n"
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f"Est. gov fee: ${(fee['registration_fee_cents'] + fee['processing_fee_cents']) / 100:,.2f}\n"
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f"Customer: {customer_email}\n\n"
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f"Steps:\n" + "\n".join(steps)
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)
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try:
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with conn.cursor() as cur:
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cur.execute("""
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@ -115,23 +131,22 @@ class HazmatPHMSAHandler:
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description, data, status
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) VALUES (%s, %s, %s, %s, %s, %s, %s, 'pending')
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""", (
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f"PHMSA Hazmat Registration — {entity_name} (DOT {dot_number})"
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if dot_number else f"PHMSA Hazmat Registration — {entity_name}",
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todo_title,
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"filing",
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"high",
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order_number,
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self.SERVICE_SLUG,
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f"Service: {self.SERVICE_NAME}\n"
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f"DOT: {dot_number}\n"
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f"Hazmat classes: {', '.join(hazmat_classes) if hazmat_classes else 'see intake'}\n"
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f"Bulk packaging: {'Yes' if bulk else 'No'}\n"
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f"Small business: {'Yes' if is_small else 'No'}\n"
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f"Est. gov fee: ${(fee['registration_fee_cents'] + fee['processing_fee_cents']) / 100:,.2f}\n"
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f"Customer: {customer_email}\n\n"
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f"Steps:\n" + "\n".join(steps),
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todo_description,
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json.dumps(todo_data),
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))
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conn.commit()
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notify_fulfillment_todo(
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title=todo_title,
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order_number=order_number,
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service_slug=self.SERVICE_SLUG,
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priority="high",
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description=todo_description,
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)
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finally:
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conn.close()
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LOG.info("[%s] Admin todo created for PHMSA hazmat registration", order_number)
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@ -27,6 +27,8 @@ import logging
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import os
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from datetime import datetime
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from scripts.workers.telegram_notify import notify_fulfillment_todo
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LOG = logging.getLogger("workers.services.mailbox_setup")
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@ -101,6 +103,18 @@ class MailboxSetupHandler:
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try:
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import psycopg2
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conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
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todo_title = f"Mailbox Setup — {entity_name} ({formation_state})"
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todo_description = (
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f"Set up Anytime Mailbox for {entity_name} in {formation_state}.\n\n"
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f"Steps:\n"
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f"1. Customer e-signs USPS Form 1583 (link sent)\n"
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f"2. Schedule online notarization session\n"
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f"3. Submit notarized 1583 to Anytime Mailbox\n"
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f"4. Activate mailbox, provide address to customer\n\n"
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f"Customer: {customer_email}\n"
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f"Photo ID: on file in MinIO (from intake)\n"
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f"Notarization: use same service as CRTC BITS"
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)
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with conn.cursor() as cur:
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cur.execute("""
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INSERT INTO admin_todos (
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@ -108,20 +122,12 @@ class MailboxSetupHandler:
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description, data, status
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) VALUES (%s, %s, %s, %s, %s, %s, %s, 'pending')
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""", (
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f"Mailbox Setup — {entity_name} ({formation_state})",
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todo_title,
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"provisioning",
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"normal",
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order_number,
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self.SERVICE_SLUG,
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f"Set up Anytime Mailbox for {entity_name} in {formation_state}.\n\n"
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f"Steps:\n"
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f"1. Customer e-signs USPS Form 1583 (link sent)\n"
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f"2. Schedule online notarization session\n"
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f"3. Submit notarized 1583 to Anytime Mailbox\n"
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f"4. Activate mailbox, provide address to customer\n\n"
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f"Customer: {customer_email}\n"
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f"Photo ID: on file in MinIO (from intake)\n"
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f"Notarization: use same service as CRTC BITS",
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todo_description,
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json.dumps({
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"order_number": order_number,
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"entity_name": entity_name,
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@ -130,6 +136,13 @@ class MailboxSetupHandler:
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}),
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))
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conn.commit()
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notify_fulfillment_todo(
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title=todo_title,
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order_number=order_number,
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service_slug=self.SERVICE_SLUG,
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priority="normal",
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description=todo_description,
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)
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conn.close()
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except Exception as exc:
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LOG.error("[%s] Failed to create mailbox todo: %s", order_number, exc)
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@ -47,6 +47,8 @@ import logging
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import os
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from datetime import datetime
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from scripts.workers.telegram_notify import notify_fulfillment_todo
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LOG = logging.getLogger("workers.services.mcs150_update")
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@ -246,6 +248,16 @@ class MCS150UpdateHandler:
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filed_method = filing_result.get("method", "pending") if filing_result else "pending"
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filed_ok = filing_result.get("success", False) if filing_result else False
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todo_title = f"MCS-150 {'Filed' if filed_ok else 'Review'} — {entity_name} (DOT {dot_number})"
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todo_priority = "low" if filed_ok else "normal"
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todo_description = (
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f"MCS-150 for {entity_name} (DOT {dot_number}).\n"
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f"Filing method: {filed_method}\n"
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f"Status: {'SUBMITTED — verify in 5-10 days' if filed_ok else 'NEEDS MANUAL FILING'}\n"
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f"Customer: {customer_email}\n"
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f"PDF: {minio_path or 'not generated'}"
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)
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with conn.cursor() as cur:
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cur.execute("""
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INSERT INTO admin_todos (
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@ -253,16 +265,12 @@ class MCS150UpdateHandler:
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description, data, status
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) VALUES (%s, %s, %s, %s, %s, %s, %s, 'pending')
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""", (
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f"MCS-150 {'Filed' if filed_ok else 'Review'} — {entity_name} (DOT {dot_number})",
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todo_title,
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"filing",
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"low" if filed_ok else "normal",
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todo_priority,
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order_number,
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self.SERVICE_SLUG,
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f"MCS-150 for {entity_name} (DOT {dot_number}).\n"
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f"Filing method: {filed_method}\n"
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f"Status: {'SUBMITTED — verify in 5-10 days' if filed_ok else 'NEEDS MANUAL FILING'}\n"
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f"Customer: {customer_email}\n"
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f"PDF: {minio_path or 'not generated'}",
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todo_description,
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json.dumps({
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"order_number": order_number,
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"dot_number": dot_number,
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@ -271,6 +279,13 @@ class MCS150UpdateHandler:
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}),
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))
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conn.commit()
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notify_fulfillment_todo(
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title=todo_title,
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order_number=order_number,
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service_slug=self.SERVICE_SLUG,
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priority=todo_priority,
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description=todo_description,
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)
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conn.close()
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except Exception as exc:
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LOG.error("[%s] Failed to create admin todo: %s", order_number, exc)
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@ -311,6 +326,14 @@ class MCS150UpdateHandler:
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try:
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import psycopg2
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conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
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todo_title = f"Awaiting client signature — {entity_name} (DOT {dot_number})"
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todo_description = (
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f"{slug} for {entity_name} (DOT {dot_number}).\n"
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f"Status: AWAITING CLIENT SIGNATURE before filing.\n"
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f"Signing link emailed to {customer_email}.\n"
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f"PDF: {minio_path or 'not generated'}\n"
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f"Filing auto-resumes once the client signs."
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)
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with conn.cursor() as cur:
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cur.execute(
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"""
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@ -320,18 +343,21 @@ class MCS150UpdateHandler:
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) VALUES (%s, %s, %s, %s, %s, %s, %s, 'pending')
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""",
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(
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f"Awaiting client signature — {entity_name} (DOT {dot_number})",
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todo_title,
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"filing", "low", order_number, slug,
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f"{slug} for {entity_name} (DOT {dot_number}).\n"
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f"Status: AWAITING CLIENT SIGNATURE before filing.\n"
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f"Signing link emailed to {customer_email}.\n"
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f"PDF: {minio_path or 'not generated'}\n"
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f"Filing auto-resumes once the client signs.",
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todo_description,
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json.dumps({"order_number": order_number, "dot_number": dot_number,
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"entity_name": entity_name, "awaiting_signature": True}),
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),
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)
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conn.commit()
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notify_fulfillment_todo(
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title=todo_title,
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order_number=order_number,
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service_slug=slug,
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priority="low",
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description=todo_description,
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)
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conn.close()
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LOG.info("[%s] Pending-signature todo created", order_number)
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except Exception as exc:
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@ -33,6 +33,8 @@ import json
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import logging
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import os
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from scripts.workers.telegram_notify import notify_fulfillment_todo
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LOG = logging.getLogger("workers.services.npi_provider")
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# Per-slug admin todo metadata: human-readable action + the portal a human uses.
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@ -411,6 +413,13 @@ class _BaseNPIHandler:
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),
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)
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conn.commit()
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notify_fulfillment_todo(
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title=title,
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order_number=order_number,
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service_slug=self.SERVICE_SLUG,
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priority=priority,
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description=description,
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)
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conn.close()
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except Exception as exc:
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LOG.error("[%s] Failed to create NPI todo: %s", order_number, exc)
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|
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@ -30,6 +30,8 @@ import logging
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import os
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from datetime import datetime
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from scripts.workers.telegram_notify import notify_fulfillment_todo
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LOG = logging.getLogger("workers.services.state_trucking")
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# State motor carrier fulfillment lifecycle (compliance_orders.fulfillment_status,
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@ -331,6 +333,22 @@ class StateTruckingHandler:
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try:
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import psycopg2
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conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
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todo_title = (
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f"{service_name} — {entity_name} (DOT {dot_number})"
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if dot_number else f"{service_name} — {entity_name}"
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)
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todo_priority = (
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"high" if service_slug in ("ca-mcp-carb", "state-trucking-bundle") else "normal"
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)
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todo_description = (
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f"Service: {service_name}\n"
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f"DOT: {dot_number}\n"
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f"Base state: {base_state}\n"
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f"Operating states: {', '.join(operating_states) if operating_states else 'N/A'}\n"
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f"Customer: {customer_email}\n"
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+ intake_lines +
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f"\nSteps:\n" + "\n".join(steps)
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)
|
||||
try:
|
||||
with conn.cursor() as cur:
|
||||
cur.execute("""
|
||||
|
|
@ -339,22 +357,22 @@ class StateTruckingHandler:
|
|||
description, data, status
|
||||
) VALUES (%s, %s, %s, %s, %s, %s, %s, 'pending')
|
||||
""", (
|
||||
f"{service_name} — {entity_name} (DOT {dot_number})"
|
||||
if dot_number else f"{service_name} — {entity_name}",
|
||||
todo_title,
|
||||
"filing",
|
||||
"high" if service_slug in ("ca-mcp-carb", "state-trucking-bundle") else "normal",
|
||||
todo_priority,
|
||||
order_number,
|
||||
service_slug,
|
||||
f"Service: {service_name}\n"
|
||||
f"DOT: {dot_number}\n"
|
||||
f"Base state: {base_state}\n"
|
||||
f"Operating states: {', '.join(operating_states) if operating_states else 'N/A'}\n"
|
||||
f"Customer: {customer_email}\n"
|
||||
+ intake_lines +
|
||||
f"\nSteps:\n" + "\n".join(steps),
|
||||
todo_description,
|
||||
json.dumps(todo_data),
|
||||
))
|
||||
conn.commit()
|
||||
notify_fulfillment_todo(
|
||||
title=todo_title,
|
||||
order_number=order_number,
|
||||
service_slug=service_slug,
|
||||
priority=todo_priority,
|
||||
description=todo_description,
|
||||
)
|
||||
finally:
|
||||
conn.close()
|
||||
LOG.info("[%s] Admin todo created for %s", order_number, service_name)
|
||||
|
|
|
|||
136
scripts/workers/telegram_notify.py
Normal file
136
scripts/workers/telegram_notify.py
Normal file
|
|
@ -0,0 +1,136 @@
|
|||
"""Shared Telegram notifier for the fulfillment workers.
|
||||
|
||||
One place to send operator notifications so every worker/handler reports the
|
||||
same way (and we can change transport once). Fire-and-forget: a Telegram outage
|
||||
must never break fulfillment.
|
||||
|
||||
Env: TELEGRAM_BOT_TOKEN, TELEGRAM_CHAT_ID.
|
||||
"""
|
||||
from __future__ import annotations
|
||||
|
||||
import json
|
||||
import logging
|
||||
import os
|
||||
import urllib.request
|
||||
|
||||
LOG = logging.getLogger("workers.telegram_notify")
|
||||
|
||||
|
||||
def telegram_enabled() -> bool:
|
||||
return bool(os.getenv("TELEGRAM_BOT_TOKEN") and os.getenv("TELEGRAM_CHAT_ID"))
|
||||
|
||||
|
||||
def send_telegram(text: str, *, parse_mode: str | None = None) -> bool:
|
||||
"""Send a Telegram message. Returns True on success, never raises.
|
||||
|
||||
Safe to call from any worker; no-ops (returns False) if not configured.
|
||||
"""
|
||||
bot_token = os.getenv("TELEGRAM_BOT_TOKEN", "")
|
||||
chat_id = os.getenv("TELEGRAM_CHAT_ID", "")
|
||||
if not bot_token or not chat_id:
|
||||
return False
|
||||
try:
|
||||
payload: dict = {"chat_id": chat_id, "text": text}
|
||||
if parse_mode:
|
||||
payload["parse_mode"] = parse_mode
|
||||
data = json.dumps(payload).encode()
|
||||
req = urllib.request.Request(
|
||||
f"https://api.telegram.org/bot{bot_token}/sendMessage",
|
||||
data=data,
|
||||
headers={"Content-Type": "application/json"},
|
||||
)
|
||||
urllib.request.urlopen(req, timeout=10) # nosec - trusted Telegram API
|
||||
return True
|
||||
except Exception as exc: # never break fulfillment on a notify failure
|
||||
LOG.warning("Telegram notify failed: %s", exc)
|
||||
return False
|
||||
|
||||
|
||||
def create_admin_todo(
|
||||
*,
|
||||
title: str,
|
||||
order_number: str,
|
||||
service_slug: str,
|
||||
description: str,
|
||||
data: dict | None = None,
|
||||
category: str = "filing",
|
||||
priority: str = "normal",
|
||||
notify: bool = True,
|
||||
) -> bool:
|
||||
"""Insert an admin_todos row AND fire an operator Telegram alert.
|
||||
|
||||
Single source of truth for fulfillment-task creation so every worker both
|
||||
persists the task and notifies the operator. The insert and the notify are
|
||||
independent: a notify failure never blocks the task, and a DB failure is
|
||||
logged (returns False) without raising.
|
||||
|
||||
Column order matches the shared admin_todos schema used across handlers:
|
||||
(title, category, priority, order_number, service_slug, description, data, status).
|
||||
"""
|
||||
ok = False
|
||||
try:
|
||||
import psycopg2 # local import: keep module importable without psycopg2
|
||||
|
||||
conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
|
||||
try:
|
||||
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')
|
||||
""",
|
||||
(
|
||||
title, category, priority, order_number, service_slug,
|
||||
description, json.dumps(data or {}),
|
||||
),
|
||||
)
|
||||
conn.commit()
|
||||
ok = True
|
||||
finally:
|
||||
conn.close()
|
||||
except Exception as exc:
|
||||
LOG.error("create_admin_todo failed for %s/%s: %s", order_number, service_slug, exc)
|
||||
return False
|
||||
|
||||
if notify:
|
||||
notify_fulfillment_todo(
|
||||
title=title,
|
||||
order_number=order_number,
|
||||
service_slug=service_slug,
|
||||
priority=priority,
|
||||
description=description,
|
||||
)
|
||||
return ok
|
||||
|
||||
|
||||
def notify_fulfillment_todo(
|
||||
*,
|
||||
title: str,
|
||||
order_number: str,
|
||||
service_slug: str,
|
||||
priority: str = "normal",
|
||||
description: str = "",
|
||||
) -> bool:
|
||||
"""Operator alert that a fulfillment task needs attention.
|
||||
|
||||
Called whenever an admin_todo is created so nothing waits unseen in the
|
||||
queue. The description is trimmed to keep the message readable.
|
||||
"""
|
||||
icon = {"high": "🔴", "urgent": "🔴", "normal": "🟡", "low": "⚪"}.get(
|
||||
(priority or "normal").lower(), "🟡"
|
||||
)
|
||||
desc = (description or "").strip()
|
||||
if len(desc) > 600:
|
||||
desc = desc[:600] + "…"
|
||||
text = (
|
||||
f"{icon} FULFILLMENT NEEDED\n\n"
|
||||
f"{title}\n"
|
||||
f"Service: {service_slug}\n"
|
||||
f"Order: {order_number}\n"
|
||||
f"Priority: {priority}\n"
|
||||
)
|
||||
if desc:
|
||||
text += f"\n{desc}"
|
||||
return send_telegram(text)
|
||||
Loading…
Add table
Add a link
Reference in a new issue