Implement 499-Q quarterly filing lifecycle
After 499-A+Q bundle is filed, the handler now creates actual compliance_orders for each remaining quarterly 499-Q filing: Schedule: Q1 due Feb 1, Q2 due May 1, Q3 due Aug 1, Q4 due Nov 1 Each quarterly order: - Created as paid (covered by bundle price) - Has due_date, quarter, period_end_date in intake_data - Links to parent 499-A order - Tracks reminder status (30d/14d/7d sent flags) Notification worker (quarterly_499q_notify.py): - Runs daily at 8am CT via systemd timer - Sends HTML reminder emails at 30, 14, 7 days before due - Email includes intake link for client to submit quarterly data - Late warning at 7 days: "USAC may estimate higher contributions" - Idempotent: won't re-send same reminder level Added fcc-499q service slug ($0, not sold standalone). Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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justin
parent
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commit
572f0cbf93
5 changed files with 305 additions and 26 deletions
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@ -99,6 +99,7 @@ FCC_SERVICE_SLUGS: frozenset[str] = frozenset({
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"fcc-499a",
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"fcc-499a-zero",
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"fcc-499a-499q",
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"fcc-499q",
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"stir-shaken",
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"bdc-filing",
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"fcc-full-compliance",
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@ -1395,39 +1395,95 @@ class Form499AHandler(BaseServiceHandler):
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# ------------------------------------------------------------------ #
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def _schedule_499q_calendar(self, order_number: str, entity: dict) -> None:
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"""Create compliance_orders for each remaining 499-Q quarter.
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Each quarterly order:
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- Has a due_date so the 499-Q notification cron can send reminders
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- Links to the parent 499-A order via intake_data.parent_499a_order
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- Starts in 'awaiting_intake' so the client receives a form link
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- Is $0 (covered by the bundle price)
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The renewal_worker / 499q_notify cron handles:
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30 days before → first reminder email with intake link
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14 days before → second reminder
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7 days before → urgent reminder
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Due date → final warning
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"""
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if entity.get("is_deminimis"):
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logger.info(
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"Form499AHandler: de minimis carrier — skipping 499-Q calendar",
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)
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return
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year = datetime.utcnow().year
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# 499-Q quarters: Q1 due Feb 1, Q2 due May 1, Q3 due Aug 1, Q4 due Nov 1
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quarters = [
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{"quarter": "Q1", "due": date(year, 2, 1), "period_end": date(year - 1, 12, 31)},
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{"quarter": "Q2", "due": date(year, 5, 1), "period_end": date(year, 3, 31)},
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{"quarter": "Q3", "due": date(year, 8, 1), "period_end": date(year, 6, 30)},
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{"quarter": "Q4", "due": date(year, 11, 1), "period_end": date(year, 9, 30)},
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]
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today = date.today()
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upcoming = [q for q in quarters if q["due"] >= today]
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if not upcoming:
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# All quarters passed this year — schedule Q1 of next year
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upcoming = [{"quarter": "Q1", "due": date(year + 1, 2, 1),
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"period_end": date(year, 12, 31)}]
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try:
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from scripts.workers.erpnext_client import ERPNextClient
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erp = ERPNextClient()
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year = datetime.utcnow().year
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due_dates = [date(year, 2, 1), date(year, 5, 1),
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date(year, 8, 1), date(year, 11, 1)]
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today = date.today()
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due_dates = [d for d in due_dates if d >= today]
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if not due_dates:
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due_dates = [date(year + 1, 2, 1)]
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for d in due_dates:
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erp.create_resource(
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"Compliance Calendar",
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{
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"entity_name": entity.get("legal_name", ""),
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"order_reference": order_number,
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"compliance_type": "FCC Form 499-Q",
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"description": (
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f"Quarterly FCC Form 499-Q filing for "
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f"{entity.get('legal_name', '')} "
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f"(FRN {entity.get('frn', '')})"
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conn = psycopg2.connect(os.environ.get("DATABASE_URL", ""))
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with conn.cursor() as cur:
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for q in upcoming:
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q_order = f"{order_number}-{q['quarter']}"
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# Check if already created (idempotency)
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cur.execute(
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"SELECT 1 FROM compliance_orders WHERE order_number = %s",
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(q_order,),
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)
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if cur.fetchone():
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logger.info("499-Q %s already scheduled", q_order)
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continue
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cur.execute(
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"""
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INSERT INTO compliance_orders (
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order_number, service_slug, customer_name,
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customer_email, customer_phone,
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telecom_entity_id, service_fee_cents,
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payment_status, intake_data, created_at, updated_at
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) VALUES (
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%s, 'fcc-499q', %s, %s, %s, %s, 0,
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'paid', %s, now(), now()
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)
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""",
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(
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q_order,
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entity.get("legal_name", ""),
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entity.get("contact_email", ""),
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entity.get("contact_phone", ""),
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entity.get("id"),
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json.dumps({
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"parent_499a_order": order_number,
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"quarter": q["quarter"],
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"due_date": q["due"].isoformat(),
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"period_end_date": q["period_end"].isoformat(),
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"filing_year": year,
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"filer_id_499": entity.get("filer_id_499", ""),
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"frn": entity.get("frn", ""),
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"entity_name": entity.get("legal_name", ""),
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"reminder_sent_30d": False,
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"reminder_sent_14d": False,
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"reminder_sent_7d": False,
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"intake_completed": False,
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}),
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),
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"due_date": d.strftime("%Y-%m-%d"),
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"recurring": 1,
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"recurrence_period": "Quarterly",
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"status": "Upcoming",
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},
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)
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)
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logger.info(
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"Form499AHandler: scheduled 499-Q %s due %s for %s",
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q["quarter"], q["due"], entity.get("legal_name", ""),
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)
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conn.commit()
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conn.close()
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except Exception as exc:
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logger.warning("Form499AHandler: could not schedule 499-Q: %s", exc)
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