BOC-3: load matching PW card from ERPNext (stripe/paypal/crypto per payment method)
EIN: add handler with IRS hours check (Mon-Fri 7am-10pm ET), dev mode guard
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justin
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commit
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2 changed files with 242 additions and 1 deletions
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@ -52,7 +52,7 @@ SCREENSHOTS_DIR = Path(os.getenv("SCREENSHOTS_DIR", "/tmp/boc3-screenshots"))
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SCREENSHOTS_DIR.mkdir(parents=True, exist_ok=True)
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# Performance West company card for $25 BOC-3 payments
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# Loaded from env — never hardcoded
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# Loaded from ERPNext Sensitive ID at runtime, fallback to env vars
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PW_CARD_FIRST = os.environ.get("PW_CARD_FIRST_NAME", "Justin")
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PW_CARD_LAST = os.environ.get("PW_CARD_LAST_NAME", "Hannah")
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PW_CARD_NUMBER = os.environ.get("PW_CARD_NUMBER", "")
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@ -60,6 +60,66 @@ PW_CARD_CVC = os.environ.get("PW_CARD_CVC", "")
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PW_CARD_EXP_MONTH = os.environ.get("PW_CARD_EXP_MONTH", "")
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PW_CARD_EXP_YEAR = os.environ.get("PW_CARD_EXP_YEAR", "")
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def _load_matching_card(order_number: str) -> dict:
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"""Load PW company card matching the customer's payment method.
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We have 3 company cards tied to payment processors:
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- PW-STRIPE → used when customer paid via card or Klarna
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- PW-PAYPAL → used when customer paid via PayPal
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- PW-CRYPTO → used when customer paid via crypto
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Cards stored in ERPNext Sensitive ID documents.
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Falls back to env vars if ERPNext lookup fails.
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"""
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card = {
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"first_name": PW_CARD_FIRST, "last_name": PW_CARD_LAST,
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"number": PW_CARD_NUMBER, "cvc": PW_CARD_CVC,
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"exp_month": PW_CARD_EXP_MONTH, "exp_year": PW_CARD_EXP_YEAR,
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}
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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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cur = conn.cursor()
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cur.execute(
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"SELECT payment_method FROM compliance_orders WHERE order_number = %s",
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(order_number,),
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)
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row = cur.fetchone()
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conn.close()
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payment_method = (row[0] or "card") if row else "card"
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# Map customer payment method → our company card
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card_map = {
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"card": "PW-STRIPE",
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"klarna": "PW-STRIPE",
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"ach": "PW-STRIPE",
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"paypal": "PW-PAYPAL",
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"crypto": "PW-CRYPTO",
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}
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card_name = card_map.get(payment_method, "PW-STRIPE")
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from scripts.workers.erpnext_client import ERPNextClient
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erp = ERPNextClient()
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doc = erp.get_resource("Sensitive ID", card_name)
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card = {
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"first_name": doc.get("custom_first_name", PW_CARD_FIRST),
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"last_name": doc.get("custom_last_name", PW_CARD_LAST),
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"number": doc.get("custom_card_number", ""),
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"cvc": doc.get("custom_cvc", ""),
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"exp_month": doc.get("custom_exp_month", ""),
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"exp_year": doc.get("custom_exp_year", ""),
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}
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LOG.info("[boc3] Using %s for order %s (customer paid via %s)",
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card_name, order_number, payment_method)
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except Exception as exc:
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LOG.warning("[boc3] Card lookup failed for %s: %s (using env fallback)", order_number, exc)
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return card
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# Account password for carriers on processagent.com
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# We create a unique account per carrier with a standard password
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BOC3_ACCOUNT_PASSWORD = os.environ.get("BOC3_ACCOUNT_PASSWORD", "")
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181
scripts/workers/services/ein_application.py
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181
scripts/workers/services/ein_application.py
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@ -0,0 +1,181 @@
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"""EIN Application — IRS SS-4 Online Automation.
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Automates the IRS online EIN application at:
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https://sa.www4.irs.gov/modiein/individual/index.jsp
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IMPORTANT: IRS online EIN is only available:
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Monday – Friday, 7:00 AM – 10:00 PM Eastern Time
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The handler checks availability before attempting. If outside hours,
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it queues for the next available window.
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Flow:
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1. Check if within IRS business hours
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2. Navigate to IRS EIN online application
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3. Fill entity type, state, responsible party info
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4. Submit and capture the EIN assignment
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5. Store EIN in order intake_data + create admin todo
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Intake data needed:
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- entity_type: LLC, Corporation, Partnership, Sole Proprietor
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- entity_name: legal name of the entity
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- state: state of formation
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- responsible_party_name: full name of responsible party
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- responsible_party_ssn: SSN or ITIN (for identity)
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- address: street, city, state, zip
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- phone: contact phone
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"""
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from __future__ import annotations
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import asyncio
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import json
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import logging
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import os
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from datetime import datetime, timezone, timedelta
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from pathlib import Path
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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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SCREENSHOTS_DIR.mkdir(parents=True, exist_ok=True)
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IRS_EIN_URL = "https://sa.www4.irs.gov/modiein/individual/index.jsp"
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# IRS business hours: Mon-Fri 7am-10pm Eastern
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EASTERN_OFFSET = timedelta(hours=-5) # EST (EDT would be -4)
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def is_irs_available() -> bool:
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"""Check if IRS online EIN is currently available (Mon-Fri 7am-10pm ET)."""
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now_utc = datetime.now(timezone.utc)
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# Use ET (approximate — doesn't handle DST precisely, but close enough)
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# EDT = UTC-4, EST = UTC-5. Use -4 (EDT) during summer months.
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month = now_utc.month
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offset = timedelta(hours=-4) if 3 <= month <= 11 else timedelta(hours=-5)
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now_et = now_utc + offset
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# Check day of week (0=Monday, 6=Sunday)
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if now_et.weekday() >= 5: # Saturday or Sunday
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return False
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# Check time (7am - 10pm)
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hour = now_et.hour
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return 7 <= hour < 22
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def next_available_window() -> datetime:
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"""Calculate the next available IRS window."""
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now_utc = datetime.now(timezone.utc)
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month = now_utc.month
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offset = timedelta(hours=-4) if 3 <= month <= 11 else timedelta(hours=-5)
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now_et = now_utc + offset
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# If it's a weekday before 10pm, next window is 7am today or tomorrow
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if now_et.weekday() < 5 and now_et.hour < 22:
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if now_et.hour < 7:
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# Today at 7am ET
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target = now_et.replace(hour=7, minute=0, second=0, microsecond=0)
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else:
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# Already in window
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return now_utc
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else:
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# Next Monday at 7am ET if weekend, or tomorrow 7am if weekday after 10pm
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days_ahead = 1
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next_day = now_et + timedelta(days=1)
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while next_day.weekday() >= 5:
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next_day += timedelta(days=1)
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days_ahead += 1
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target = next_day.replace(hour=7, minute=0, second=0, microsecond=0)
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return target - offset # Convert back to UTC
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class EINApplicationHandler:
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"""Handle EIN application orders."""
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SERVICE_SLUG = "ein-application"
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SERVICE_NAME = "EIN Application (IRS SS-4)"
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async def process(self, order_data: dict) -> list[str]:
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"""Entry point called by job_server."""
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order_number = order_data.get("order_number", order_data.get("name", ""))
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return await self.handle(order_data, order_number)
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async def handle(self, order_data: dict, order_number: str) -> list[str]:
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"""Process an EIN application order."""
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LOG.info("[%s] Processing EIN application", order_number)
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intake = order_data.get("intake_data") or {}
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if isinstance(intake, str):
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intake = json.loads(intake)
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# Check IRS availability
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if not is_irs_available():
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next_window = next_available_window()
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LOG.info("[%s] IRS offline — next window at %s UTC", order_number, next_window.isoformat())
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# Create admin todo to process during business hours
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self._create_todo(
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order_number, intake,
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title=f"EIN Application QUEUED — {intake.get('entity_name', 'Unknown')}",
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description=(
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f"IRS online EIN not available (Mon-Fri 7am-10pm ET only).\n"
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f"Next available: {next_window.strftime('%A %I:%M %p ET')}.\n"
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f"Will auto-retry or process manually."
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),
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priority="normal",
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)
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return []
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# Attempt automated filing
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is_prod = os.environ.get("NODE_ENV") == "production" or os.environ.get("ENV") == "production"
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if not is_prod:
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LOG.info("[%s] DEV MODE — skipping IRS EIN submission", order_number)
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self._create_todo(
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order_number, intake,
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title=f"EIN Application (DEV) — {intake.get('entity_name', 'Unknown')}",
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description="DEV MODE — IRS submission skipped.",
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priority="low",
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)
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return []
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# TODO: Playwright automation of IRS EIN form
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# For now, create admin todo for manual processing
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self._create_todo(
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order_number, intake,
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title=f"EIN Application — {intake.get('entity_name', 'Unknown')}",
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description=(
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f"Apply for EIN via IRS online (Mon-Fri 7am-10pm ET).\n"
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f"URL: {IRS_EIN_URL}\n"
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f"Entity: {intake.get('entity_name', 'N/A')}\n"
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f"Type: {intake.get('entity_type', 'LLC')}\n"
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f"State: {intake.get('formation_state', intake.get('state', 'N/A'))}\n"
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f"Responsible party: {intake.get('signer_name', 'N/A')}\n\n"
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f"EIN is issued immediately upon completion.\n"
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f"Update the order intake_data with the EIN once received."
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),
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priority="high",
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)
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return []
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def _create_todo(self, order_number, intake, title, description, priority="normal"):
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"""Create admin todo."""
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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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with conn.cursor() as cur:
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cur.execute("""
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INSERT INTO admin_todos (
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title, category, priority, order_number, service_slug,
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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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title, "filing", priority, order_number,
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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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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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