post-completion flow: survey, referral program, review ask
- Migration 081: referral_codes, referral_uses, exit_surveys tables - API: POST /api/v1/survey, POST /api/v1/referral/check, GET /api/v1/referral/:email - Worker: completion_emails.py — sends completion + 24h follow-up (survey + referral) - Survey page: /survey/?order=X&rating=N — star rating, feedback, Google review ask - Referral: REF-FIRSTNAME codes, $25 credit per referred order, no limit - Low ratings (1-3 stars) trigger Telegram alert for admin follow-up - Cron: every 15 minutes
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274
scripts/workers/completion_emails.py
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scripts/workers/completion_emails.py
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"""Post-completion email flow.
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Sends two emails after an order is marked completed:
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1. Immediately: "Your filing is complete!" with documents
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2. 24 hours later: Exit survey + referral program + review ask
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Run via cron every 15 minutes:
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python -m scripts.workers.completion_emails
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"""
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import json
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import logging
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import os
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import smtplib
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import sys
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import urllib.request
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from datetime import datetime, timedelta, timezone
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from email.mime.multipart import MIMEMultipart
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from email.mime.text import MIMEText
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import psycopg2
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LOG = logging.getLogger("workers.completion_emails")
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DB_URL = os.getenv("DATABASE_URL", "")
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SMTP_FROM = "noreply@performancewest.net"
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SITE_URL = os.getenv("SITE_URL", "https://performancewest.net")
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API_URL = os.getenv("API_URL", "https://api.performancewest.net")
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GOOGLE_REVIEW_URL = os.getenv("GOOGLE_REVIEW_URL", "")
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TELEGRAM_BOT_TOKEN = os.getenv("TELEGRAM_BOT_TOKEN", "")
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TELEGRAM_CHAT_ID = os.getenv("TELEGRAM_CHAT_ID", "")
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def send_email(to: str, subject: str, html: str):
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"""Send an HTML email via local Postfix."""
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msg = MIMEMultipart("alternative")
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msg["From"] = f"Performance West <{SMTP_FROM}>"
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msg["To"] = to
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msg["Subject"] = subject
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msg.attach(MIMEText(html, "html"))
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with smtplib.SMTP("localhost", 25) as s:
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s.sendmail(SMTP_FROM, [to], msg.as_string())
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def get_or_create_referral_code(conn, email: str, name: str) -> str:
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"""Get or create a referral code for a customer."""
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cur = conn.cursor()
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cur.execute("SELECT code FROM referral_codes WHERE customer_email = %s", (email,))
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row = cur.fetchone()
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if row:
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return row[0]
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clean = "".join(c for c in name.upper() if c.isalpha())[:12]
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code = f"REF-{clean or 'CUSTOMER'}"
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# Ensure unique
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cur.execute("SELECT 1 FROM referral_codes WHERE code = %s", (code,))
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if cur.fetchone():
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import random
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code = f"{code}{random.randint(10, 99)}"
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try:
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cur.execute(
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"INSERT INTO referral_codes (code, customer_email, customer_name) VALUES (%s, %s, %s) ON CONFLICT DO NOTHING",
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(code, email, name),
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)
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conn.commit()
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except Exception:
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conn.rollback()
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return code
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def completion_email_html(order_number: str, service_name: str, customer_name: str) -> str:
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"""Generate the completion email HTML."""
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first = customer_name.split()[0] if customer_name else "there"
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return f"""<!DOCTYPE html>
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<html><head><meta charset="utf-8"><meta name="viewport" content="width=device-width"></head>
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<body style="font-family:-apple-system,system-ui,sans-serif;background:#f8fafc;margin:0;padding:0">
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<div style="max-width:560px;margin:0 auto;padding:20px">
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<div style="background:#1a2744;border-radius:12px 12px 0 0;padding:24px;text-align:center">
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<img src="{SITE_URL}/images/logo.png" alt="Performance West" style="height:40px">
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</div>
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<div style="background:#fff;border:1px solid #e2e8f0;border-top:none;border-radius:0 0 12px 12px;padding:32px">
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<div style="text-align:center;margin-bottom:24px">
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<div style="width:56px;height:56px;background:#f0fdf4;border-radius:50%;display:inline-flex;align-items:center;justify-content:center;margin-bottom:12px">
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<span style="font-size:28px">✅</span>
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</div>
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<h1 style="font-size:22px;color:#1a2744;margin:0">Your {service_name} Is Complete!</h1>
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</div>
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<p style="font-size:15px;color:#374151;line-height:1.6">Hi {first},</p>
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<p style="font-size:15px;color:#374151;line-height:1.6">
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Great news — your <strong>{service_name}</strong> has been completed and filed successfully.
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Order reference: <strong>{order_number}</strong>.
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</p>
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<p style="font-size:15px;color:#374151;line-height:1.6">
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You can view your documents and track all your filings in your client portal:
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</p>
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<div style="text-align:center;margin:24px 0">
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<a href="{SITE_URL}/portal/dashboard" style="display:inline-block;padding:12px 32px;background:#f97316;color:#fff;font-weight:700;border-radius:8px;text-decoration:none;font-size:15px">View in Portal →</a>
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</div>
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<p style="font-size:14px;color:#64748b;line-height:1.6">
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If you have any questions about your filing, reply to this email or call us at
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<a href="tel:8884110383" style="color:#f97316;font-weight:600">(888) 411-0383</a>.
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</p>
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<p style="font-size:14px;color:#64748b">— The Performance West Team</p>
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</div>
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<div style="text-align:center;padding:16px;font-size:11px;color:#94a3b8">
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Performance West Inc. · (888) 411-0383 · performancewest.net
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</div>
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</div>
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</body></html>"""
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def followup_email_html(
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order_number: str,
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service_name: str,
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customer_name: str,
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referral_code: str,
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) -> str:
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"""Generate the 24h follow-up email with survey + referral."""
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first = customer_name.split()[0] if customer_name else "there"
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survey_url = f"{SITE_URL}/survey?order={order_number}"
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return f"""<!DOCTYPE html>
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<html><head><meta charset="utf-8"><meta name="viewport" content="width=device-width"></head>
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<body style="font-family:-apple-system,system-ui,sans-serif;background:#f8fafc;margin:0;padding:0">
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<div style="max-width:560px;margin:0 auto;padding:20px">
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<div style="background:#1a2744;border-radius:12px 12px 0 0;padding:24px;text-align:center">
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<img src="{SITE_URL}/images/logo.png" alt="Performance West" style="height:40px">
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</div>
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<div style="background:#fff;border:1px solid #e2e8f0;border-top:none;border-radius:0 0 12px 12px;padding:32px">
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<h1 style="font-size:20px;color:#1a2744;margin:0 0 16px">How did we do, {first}?</h1>
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<p style="font-size:15px;color:#374151;line-height:1.6">
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Your <strong>{service_name}</strong> was completed yesterday. We'd love your feedback — it takes 30 seconds.
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</p>
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<!-- Star rating -->
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<div style="text-align:center;margin:24px 0">
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<p style="font-size:14px;color:#64748b;margin:0 0 8px">Rate your experience:</p>
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<div style="font-size:32px;letter-spacing:8px">
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<a href="{survey_url}&rating=1" style="text-decoration:none">⭐</a>
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<a href="{survey_url}&rating=2" style="text-decoration:none">⭐</a>
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<a href="{survey_url}&rating=3" style="text-decoration:none">⭐</a>
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<a href="{survey_url}&rating=4" style="text-decoration:none">⭐</a>
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<a href="{survey_url}&rating=5" style="text-decoration:none">⭐</a>
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</div>
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<p style="font-size:12px;color:#94a3b8;margin:4px 0 0">Click a star to rate</p>
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</div>
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<div style="border-top:1px solid #e2e8f0;margin:24px 0"></div>
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<!-- Referral -->
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<div style="background:#eff6ff;border:1px solid #bfdbfe;border-radius:10px;padding:20px;margin-bottom:20px">
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<h3 style="font-size:16px;color:#1e3a5f;margin:0 0 8px">Know another trucker?</h3>
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<p style="font-size:14px;color:#1d4ed8;margin:0 0 12px;line-height:1.5">
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Share your referral code and earn <strong>$25 credit</strong> for each order they place.
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</p>
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<div style="background:#fff;border:2px dashed #3b82f6;border-radius:8px;padding:12px;text-align:center">
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<p style="font-size:12px;color:#64748b;margin:0 0 4px">Your referral code:</p>
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<p style="font-size:22px;font-weight:700;color:#1e3a5f;margin:0;letter-spacing:1px">{referral_code}</p>
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</div>
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<p style="font-size:12px;color:#64748b;margin:8px 0 0;text-align:center">
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They can enter this code at checkout. You earn $25 credit per order — no limit.
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</p>
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</div>
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<p style="font-size:14px;color:#64748b;line-height:1.6">
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Thank you for choosing Performance West. We're here whenever you need us.
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</p>
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<p style="font-size:14px;color:#64748b">— The Performance West Team</p>
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</div>
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<div style="text-align:center;padding:16px;font-size:11px;color:#94a3b8">
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Performance West Inc. · (888) 411-0383 · performancewest.net
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</div>
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</div>
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</body></html>"""
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def process_completions():
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"""Find completed orders and send emails."""
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conn = psycopg2.connect(DB_URL)
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cur = conn.cursor()
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now = datetime.now(timezone.utc)
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# 1. Send completion emails (order completed, email not sent yet)
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cur.execute("""
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SELECT order_number, customer_email, customer_name, service_name, updated_at
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FROM compliance_orders
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WHERE payment_status = 'paid'
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AND completion_email_sent_at IS NULL
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AND updated_at < NOW() - interval '5 minutes'
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AND (
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intake_data->>'status' = 'completed'
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OR intake_data->>'status' = 'delivered'
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OR intake_data->>'status' = 'filed'
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)
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ORDER BY updated_at
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LIMIT 20
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""")
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completions = cur.fetchall()
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for row in completions:
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order_number, email, name, service_name, updated_at = row
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if not email:
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continue
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try:
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html = completion_email_html(order_number, service_name or "compliance filing", name or "")
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send_email(email, f"✅ Your {service_name or 'filing'} is complete — {order_number}", html)
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cur.execute(
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"UPDATE compliance_orders SET completion_email_sent_at = NOW() WHERE order_number = %s",
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(order_number,),
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)
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conn.commit()
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LOG.info("[completion] Sent completion email for %s to %s", order_number, email)
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except Exception as exc:
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LOG.error("[completion] Failed for %s: %s", order_number, exc)
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conn.rollback()
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# 2. Send 24h follow-up emails (completion email sent 24h+ ago, follow-up not sent)
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cur.execute("""
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SELECT order_number, customer_email, customer_name, service_name
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FROM compliance_orders
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WHERE payment_status = 'paid'
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AND completion_email_sent_at IS NOT NULL
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AND completion_email_sent_at < NOW() - interval '24 hours'
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AND followup_email_sent_at IS NULL
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ORDER BY completion_email_sent_at
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LIMIT 20
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""")
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followups = cur.fetchall()
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for row in followups:
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order_number, email, name, service_name = row
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if not email:
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continue
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try:
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referral_code = get_or_create_referral_code(conn, email, name or "")
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html = followup_email_html(order_number, service_name or "compliance filing", name or "", referral_code)
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send_email(email, f"How was your experience? + Earn $25 referrals", html)
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cur.execute(
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"UPDATE compliance_orders SET followup_email_sent_at = NOW(), referral_code = %s WHERE order_number = %s",
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(referral_code, order_number),
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)
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conn.commit()
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LOG.info("[followup] Sent follow-up email for %s to %s (ref: %s)", order_number, email, referral_code)
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except Exception as exc:
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LOG.error("[followup] Failed for %s: %s", order_number, exc)
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conn.rollback()
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conn.close()
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total = len(completions) + len(followups)
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if total:
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LOG.info("[completion_emails] Processed %d completion + %d follow-up emails", len(completions), len(followups))
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def main():
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logging.basicConfig(
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level=logging.INFO,
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format="%(asctime)s [%(name)s] %(levelname)s %(message)s",
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)
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process_completions()
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if __name__ == "__main__":
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main()
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