feat(fulfillment): bundle/exclusion enforcement + REQUIRED_FIELDS + intake wiring (Phases 1/1.5/2)
- compliance-orders: hazmat-phmsa/state-emissions products, full REQUIRED_FIELDS table for all DOT/state/hazmat slugs, BUNDLE_COMPONENTS dedup + MUTUALLY_EXCLUSIVE enforcement on /batch (single source of truth, exported) - checkout: empty ADMIN_ASSISTED_SLUGS (state/hazmat now get intake links) - services/__init__: register HazmatPHMSAHandler + state-emissions handler - state_trucking: _summarize_intake admin-todo enrichment - Wizard: wire StateTruckingIntakeStep + step labels
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justin
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5 changed files with 215 additions and 16 deletions
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@ -2066,15 +2066,11 @@ async function sendComplianceIntakeEmail(
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</p>
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</div>` : "";
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// Fully admin-assisted services — NO customer intake form (state-level filings
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// collected by ops). Everything else (FCC + federal DOT: MCS-150, BOC-3, UCR,
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// authority, D&A, audit, etc.) now has a customer intake page and gets a link.
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const ADMIN_ASSISTED_SLUGS = new Set([
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"irp-registration", "ifta-application", "ifta-quarterly",
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"or-weight-mile-tax", "ny-hut-registration", "ky-kyu-registration",
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"nm-weight-distance", "ct-highway-use-fee", "ca-mcp-carb",
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"state-dot-registration", "intrastate-authority", "osow-permit",
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"state-trucking-bundle",
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// Fully admin-assisted services with NO customer intake form. State-level
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// trucking + hazmat/emissions now have a dedicated intake step, so they are
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// NO LONGER in this set — customers get an intake link like other services.
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const ADMIN_ASSISTED_SLUGS = new Set<string>([
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// (reserved for any future no-intake services)
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]);
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const dotOrders = orders.filter(o => ADMIN_ASSISTED_SLUGS.has(o.service_slug as string));
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const fccOrders = orders.filter(o => !ADMIN_ASSISTED_SLUGS.has(o.service_slug as string));
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@ -373,6 +373,20 @@ const COMPLIANCE_SERVICES: Record<
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erpnext_item: "STATE-TRUCKING-BUNDLE",
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discountable: true,
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},
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// ── Hazmat / Emissions ───────────────────────────────────────────────
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"hazmat-phmsa": {
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name: "PHMSA Hazmat Registration",
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price_cents: 14900, // $149 admin-assisted; PHMSA gov fee billed at cost
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gov_fee_label: "PHMSA registration fee ($25 + $250-$3,000 processing, by business size, billed at cost)",
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erpnext_item: "HAZMAT-PHMSA",
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discountable: true,
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},
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"state-emissions": {
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name: "State Clean-Truck / Emissions Compliance",
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price_cents: 19900, // $199 — NY/CO/MD/NJ/MA clean-truck / ACT advisory + registration assist
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erpnext_item: "STATE-EMISSIONS",
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discountable: true,
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},
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// ── Corporate / Entity Services ──
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"annual-report-filing": {
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@ -555,8 +569,78 @@ const REQUIRED_FIELDS: Record<string, FieldSpec> = {
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// Foreign qualification — the target_states array is the critical input.
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"foreign-qualification-single": { required: ["legal_name", "home_state_code", "entity_type", "target_states"], soft: ["ein"] },
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"foreign-qualification-multi": { required: ["legal_name", "home_state_code", "entity_type", "target_states"], soft: ["ein"] },
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// ── DOT / FMCSA Motor Carrier Services ───────────────────────────────
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// All collected via the unified dot-intake step (DOTIntakeStep.astro).
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"mcs150-update": { required: ["dot_number", "legal_name", "address_street", "address_city", "address_state", "address_zip", "phone", "email", "signer_name", "signer_title", "power_units", "drivers", "carrier_operation", "interstate_intrastate", "hazmat"], soft: ["mc_number", "ein", "annual_miles", "cargo_types"] },
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"ucr-registration":{ required: ["dot_number", "legal_name", "address_state", "email", "fleet_size_bracket"], soft: ["mc_number", "power_units"] },
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"boc3-filing": { required: ["dot_number", "legal_name", "address_street", "address_city", "address_state", "address_zip", "email"], soft: ["mc_number", "docket_type", "docket_number", "entity_type"] },
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"dot-registration":{ required: ["legal_name", "address_street", "address_city", "address_state", "address_zip", "phone", "email", "signer_name", "signer_title", "carrier_operation", "interstate_intrastate", "hazmat"], soft: ["ein", "power_units", "drivers"] },
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"mc-authority": { required: ["dot_number", "legal_name", "address_street", "address_city", "address_state", "address_zip", "phone", "email", "signer_name", "signer_title", "carrier_operation"], soft: ["mc_number", "ein"] },
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"dot-drug-alcohol":{ required: ["dot_number", "legal_name", "email", "cdl_drivers"], soft: ["owner_operators", "der_name", "current_da_provider"] },
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"dot-audit-prep": { required: ["dot_number", "legal_name", "email", "carrier_operation", "power_units", "drivers"], soft: ["cdl_drivers"] },
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"dot-full-compliance": { required: ["dot_number", "legal_name", "address_street", "address_city", "address_state", "address_zip", "phone", "email", "signer_name", "signer_title", "carrier_operation", "interstate_intrastate", "hazmat", "power_units", "drivers"], soft: ["mc_number", "ein", "fleet_size_bracket", "cdl_drivers"] },
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"usdot-reactivation": { required: ["dot_number", "legal_name", "address_street", "address_city", "address_state", "address_zip", "phone", "email", "signer_name", "signer_title"], soft: ["mc_number"] },
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"emergency-temporary-authority": { required: ["dot_number", "legal_name", "email", "signer_name", "signer_title", "carrier_operation"], soft: ["mc_number"] },
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"carrier-closeout": { required: ["dot_number", "legal_name", "email", "signer_name", "signer_title"], soft: ["mc_number"] },
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"entity-dissolution": { required: ["legal_name", "address_state", "email", "signer_name"], soft: ["entity_type"] },
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// ── State-Level Trucking Compliance ──────────────────────────────────
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// Collected via the state-trucking intake step (StateTruckingIntakeStep.astro).
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"irp-registration": { required: ["dot_number", "legal_name", "base_state", "email", "power_units", "operating_states"], soft: ["mc_number", "fuel_type", "gross_weight_bracket"] },
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"ifta-application": { required: ["dot_number", "legal_name", "base_state", "email", "power_units", "fuel_type"], soft: ["mc_number", "operating_states"] },
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"ifta-quarterly": { required: ["dot_number", "legal_name", "base_state", "email"], soft: ["reporting_quarter"] },
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"or-weight-mile-tax": { required: ["dot_number", "legal_name", "email", "power_units"], soft: ["gross_weight_bracket"] },
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"ny-hut-registration": { required: ["dot_number", "legal_name", "email", "power_units"], soft: ["gross_weight_bracket"] },
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"ky-kyu-registration": { required: ["dot_number", "legal_name", "email", "power_units"], soft: [] },
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"nm-weight-distance": { required: ["dot_number", "legal_name", "email", "power_units"], soft: [] },
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"ct-highway-use-fee": { required: ["dot_number", "legal_name", "email", "power_units"], soft: ["gross_weight_bracket"] },
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"ca-mcp-carb": { required: ["dot_number", "legal_name", "email", "power_units"], soft: ["ca_number", "engine_model_years"] },
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"state-dot-registration":{ required: ["dot_number", "legal_name", "base_state", "email"], soft: [] },
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"intrastate-authority": { required: ["dot_number", "legal_name", "base_state", "email", "authority_type"], soft: ["insurance_carrier", "insurance_policy", "boc3_on_file"] },
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"osow-permit": { required: ["dot_number", "legal_name", "base_state", "email"], soft: ["load_dimensions", "load_weight"] },
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"state-trucking-bundle": { required: ["dot_number", "legal_name", "base_state", "email", "power_units"], soft: ["operating_states", "fuel_type"] },
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// ── Hazmat / Emissions ───────────────────────────────────────────────
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"hazmat-phmsa": { required: ["dot_number", "legal_name", "email", "hazmat_classes"], soft: ["bulk_packaging", "small_business", "ein"] },
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"state-emissions": { required: ["dot_number", "legal_name", "base_state", "email"], soft: ["engine_model_years", "power_units"] },
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};
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// ── Bundle composition + incompatibility (single source of truth) ──────────
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// A bundle slug -> the individual component slugs it already covers. When a
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// bundle is in the cart, its components are dropped (no double-charge / dup
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// filing). Mirrors the DB service_bundles table for the DOT/FCC inline bundles.
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const BUNDLE_COMPONENTS: Record<string, string[]> = {
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"dot-full-compliance": [
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"mcs150-update", "boc3-filing", "ucr-registration",
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"dot-drug-alcohol", "dot-audit-prep",
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],
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"state-trucking-bundle": [
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"irp-registration", "ifta-application", "or-weight-mile-tax",
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"ny-hut-registration", "ky-kyu-registration", "nm-weight-distance",
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"ct-highway-use-fee", "ca-mcp-carb", "state-dot-registration",
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"intrastate-authority",
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],
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"new-carrier-bundle": [
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"dot-registration", "mc-authority", "boc3-filing",
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"mcs150-update", "dot-drug-alcohol", "ucr-registration",
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],
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"fcc-full-compliance": [
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"fcc-499a", "stir-shaken", "cpni-certification", "rmd-filing",
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],
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"fcc-499a-499q": ["fcc-499a", "fcc-499q"],
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};
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// Mutually-exclusive services that must never be in the same cart.
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const MUTUALLY_EXCLUSIVE_GROUPS: string[][] = [
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// A carrier is either reactivating OR closing out — not both.
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["usdot-reactivation", "carrier-closeout"],
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// Emergency temporary authority vs full MC authority application.
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["emergency-temporary-authority", "mc-authority"],
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// Standalone 499-A vs the A+Q bundle (also handled by BUNDLE_COMPONENTS).
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["fcc-499a", "fcc-499a-zero"],
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];
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// Entity-level requirements (e.g. "must have an FRN on file before this
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// service can run"). Checked against the linked telecom_entity.
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const REQUIRES_ENTITY_FRN: ReadonlySet<string> = new Set([
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@ -1151,9 +1235,29 @@ router.post("/api/v1/compliance-orders/batch", async (req, res) => {
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// Deduplicate and validate service slugs
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let services = [...new Set(rawServices as string[])];
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// If both 499a and 499a-499q selected, drop the standalone 499a
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if (services.includes("fcc-499a") && services.includes("fcc-499a-499q")) {
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services = services.filter(s => s !== "fcc-499a");
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// ── Bundle / incompatibility enforcement (single source of truth) ──────
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// If a bundle is selected, drop any of its individual components from the
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// cart (the bundle already covers them) to avoid double-charging + duplicate
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// filings. Then reject any hard-incompatible (mutually-exclusive) pairs.
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const droppedComponents: string[] = [];
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for (const [bundle, components] of Object.entries(BUNDLE_COMPONENTS)) {
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if (services.includes(bundle)) {
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const before = services.length;
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services = services.filter(s => !components.includes(s));
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if (services.length < before) {
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droppedComponents.push(...components.filter(c => (rawServices as string[]).includes(c)));
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}
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}
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}
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for (const group of MUTUALLY_EXCLUSIVE_GROUPS) {
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const present = group.filter(s => services.includes(s));
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if (present.length > 1) {
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res.status(400).json({
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error: `These services cannot be ordered together: ${present.join(", ")}. Please choose one.`,
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incompatible: present,
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});
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return;
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}
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}
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const invalid = services.filter(s => !COMPLIANCE_SERVICES[s]);
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@ -2010,5 +2114,5 @@ router.post("/api/v1/compliance-orders/:id/usac-delegation", async (req, res) =>
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}
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});
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export { COMPLIANCE_SERVICES, REQUIRED_FIELDS };
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export { COMPLIANCE_SERVICES, REQUIRED_FIELDS, BUNDLE_COMPONENTS, MUTUALLY_EXCLUSIVE_GROUPS };
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export default router;
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