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Replace USAC email instructions with confirmation button + add API endpoint

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- Intake email now has "I've completed the delegation →" button
  instead of "reply to this email"
- Button links to order success page with action=usac_delegation
- New API: POST /api/v1/compliance-orders/:id/usac-delegation
  Records confirmation timestamp in intake_data and logs it
- Removed "reply to this email" from intake email

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
justin 2026-04-27 21:20:22 -05:00
parent 1a27fd7913
commit 86205c309c
2 changed files with 57 additions and 4 deletions
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18
api/src/routes/checkout.ts
View file

@ -1752,6 +1752,9 @@ async function sendComplianceIntakeEmail(
((o.service_name as string) || "").toLowerCase().includes("499"),
);
const SITE_DOMAIN = process.env.DOMAIN ? `https://${process.env.DOMAIN}` : "https://performancewest.net";
const confirmUrl = `${SITE_DOMAIN}/order/success?action=usac_delegation&order_id=${orderId}`;
const usacSection = has499 ? `
<div style="background:#fef3c7;border:1px solid #fcd34d;border-radius:8px;padding:16px 20px;margin:20px 0;">
<p style="margin:0 0 8px;font-size:14px;font-weight:700;color:#92400e;">Action Required: USAC E-File Delegation</p>
@ -1764,9 +1767,16 @@ async function sendComplianceIntakeEmail(
<li>Go to <strong>Account Settings → Delegate Access</strong></li>
<li>Add delegate email: <strong>filings@performancewest.net</strong></li>
<li>Grant <strong>read and file</strong> permissions</li>
<li>Reply to this email to confirm delegation is complete</li>
</ol>
<p style="margin:0;font-size:12px;color:#92400e;">
<p style="margin:12px 0;text-align:center;">
<a href="${confirmUrl}" style="display:inline-block;background:#1a2744;color:#ffffff;font-weight:700;padding:12px 28px;border-radius:8px;text-decoration:none;font-size:14px;">
I've completed the delegation &rarr;
</a>
</p>
<p style="margin:8px 0 0;font-size:12px;color:#92400e;text-align:center;">
Clicking this button notifies our team that delegation is complete so we can begin your filing.
</p>
<p style="margin:8px 0 0;font-size:12px;color:#92400e;">
If you have multiple years of missed filings, each year must be filed separately.
We will review your history and contact you with pricing for any additional years.
</p>
@ -1812,10 +1822,10 @@ async function sendComplianceIntakeEmail(
<p style="margin:0 0 4px;font-size:14px;color:#374151;"><span style="color:#1e3a5f;font-weight:600;">1.</span> We will review your compliance status within 1 business day.</p>
<p style="margin:0 0 4px;font-size:14px;color:#374151;"><span style="color:#1e3a5f;font-weight:600;">2.</span> If we need any additional information, we will email you.</p>
<p style="margin:0 0 4px;font-size:14px;color:#374151;"><span style="color:#1e3a5f;font-weight:600;">3.</span> You will receive a confirmation for each filing as it is completed.</p>
${has499 ? `<p style="margin:0 0 4px;font-size:14px;color:#374151;"><span style="color:#1e3a5f;font-weight:600;">4.</span> For 499-A filings, please complete the USAC delegation above so we can begin.</p>` : ""}
${has499 ? `<p style="margin:0 0 4px;font-size:14px;color:#374151;"><span style="color:#1e3a5f;font-weight:600;">4.</span> For 499-A filings, complete the USAC delegation above and click the confirmation button.</p>` : ""}
<p style="margin:20px 0 0;font-size:13px;color:#9ca3af;">
Questions? Reply to this email or contact us at
Questions? Contact us at
<a href="mailto:info@performancewest.net" style="color:#1e40af;">info@performancewest.net</a>
or <a href="tel:+18884110383" style="color:#1e40af;">1-888-411-0383</a>.
</p>