feat(sc-coc): SC intrastate Certificate of Compliance flow (insurance gate -> $25 fee -> file)
Routes SC intrastate-authority orders to the real SCDMV COC product instead of a
PSC certificate (which doesn't apply to property carriers):
- sc_coc_filing.py: emails the carrier a one-click yes/no — does your insurer
have / can they file a Form E (SC intrastate liability, $750k or $300k by
GVWR) with SCDMV? Records the answer; builds the filled COC package.
- state_trucking._handle_sc_coc_gate: SC intrastate gate —
no answer -> email the question once, HOLD
answered no -> broker referral opened, HOLD (ops todo)
answered yes-> proceed to bill the exact $25 SCDMV COC fee (at cost) + file
- API POST /compliance-orders/:id/sc-insurance: records yes/no in intake_data
(no schema change); NO opens an insurance_lead broker-referral ticket +
Telegram; YES re-dispatches the worker to bill the $25 + file.
- site/order/sc-insurance: customer one-click yes/no page (auto-submits when
the email links straight to ?have=yes|no).
Non-SC intrastate still uses the PSC/PUC email path or a manual todo.
This commit is contained in:
justin
parent
dae9603808
commit
c46efe5730
4 changed files with 526 additions and 30 deletions
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@ -713,6 +713,94 @@ class StateTruckingHandler:
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LOG.warning("[%s] Could not check gov-fee settlement: %s", order_number, exc)
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return False
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def _handle_sc_coc_gate(self, order_number, entity_name, customer_email,
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customer_phone, intake) -> bool:
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"""SC intrastate Certificate of Compliance insurance gate.
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SC for-hire property carriers register via the SCDMV COC, which requires
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their INSURER to file a Form E (liability). We ask the carrier a one-click
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yes/no first:
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- no answer yet -> email the question, HOLD (return True)
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- answered 'no' -> broker referral is in progress, HOLD (return True)
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- answered 'yes' -> insurance confirmed, PROCEED to bill the $25 COC
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fee (return False so the caller falls through to fee billing)
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"""
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answer = str(intake.get("sc_coc_insurance", "")).lower()
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if answer == "yes":
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LOG.info("[%s] SC COC: insurance confirmed — proceeding to $25 COC fee", order_number)
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return False # proceed to bill the COC fee
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if answer == "no":
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# Broker referral opened (by the response endpoint). Hold until ops
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# gets them covered, then they re-answer yes.
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LOG.info("[%s] SC COC: carrier needs insurance — broker referral, holding", order_number)
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try:
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notify_fulfillment_todo(
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title=f"SC COC — carrier needs insurance broker — {entity_name}",
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order_number=order_number,
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service_slug="intrastate-authority",
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priority="normal",
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description=(f"{entity_name} answered NO to the SC intrastate Form E "
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f"insurance question. A broker-referral ticket was opened.\n"
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f"Connect them with an SC intrastate liability insurer who can "
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f"file a Form E with SCDMV, then they re-confirm and we file the "
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f"$25 Certificate of Compliance.\nCustomer: {customer_email}"),
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)
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except Exception:
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pass
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return True # hold
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# No answer yet: send the yes/no insurance question (once).
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try:
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from scripts.workers.services.sc_coc_filing import send_insurance_question_email
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except Exception as exc: # noqa: BLE001
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LOG.error("[%s] sc_coc_filing import failed: %s", order_number, exc)
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return True # hold safely rather than mis-bill
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already = str(intake.get("sc_coc_insurance_asked", "")).lower() in ("1", "true", "yes")
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if not already:
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send_insurance_question_email(order_number, customer_email,
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intake.get("customer_name", ""), entity_name, intake)
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self._mark_intake_flag(order_number, "sc_coc_insurance_asked", "true")
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try:
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notify_fulfillment_todo(
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title=f"SC COC — insurance question sent — {entity_name}",
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order_number=order_number,
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service_slug="intrastate-authority",
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priority="low",
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description=(f"Asked {entity_name} whether their insurer can file a Form E "
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f"for SC intrastate. When they confirm YES we bill the $25 SCDMV "
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f"Certificate of Compliance fee and file; if NO we open a broker "
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f"referral.\nCustomer: {customer_email}"),
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)
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except Exception:
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pass
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return True # hold pending their answer
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def _mark_intake_flag(self, order_number: str, key: str, value: str) -> None:
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"""Best-effort set intake_data[key]=value on the order (no schema change)."""
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try:
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import json as _json
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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("SELECT intake_data FROM compliance_orders WHERE order_number = %s",
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(order_number,))
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row = cur.fetchone()
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if not row:
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conn.close()
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return
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data = row[0] or {}
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if isinstance(data, str):
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data = _json.loads(data)
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data[key] = value
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cur.execute("UPDATE compliance_orders SET intake_data = %s, updated_at = now() "
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"WHERE order_number = %s", (_json.dumps(data), order_number))
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conn.commit()
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conn.close()
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except Exception as exc: # noqa: BLE001
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LOG.warning("[%s] Could not set intake flag %s: %s", order_number, key, exc)
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def _request_gov_fee_payment(self, order_number, service_slug, service_name,
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entity_name, customer_email, customer_phone, intake,
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signed_auth_key=None) -> bool:
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@ -751,39 +839,53 @@ class StateTruckingHandler:
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pass
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return sent
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# ── Intrastate authority: email the PSC/PUC, wait for the fee invoice ──
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# (Falls through to manual todo when the state has no email submission
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# path — handled by returning False below.)
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# ── Intrastate authority ──────────────────────────────────────────────
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# Per-state: figure out what the carrier actually needs and route to it.
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# SC for-hire PROPERTY carriers register via the SCDMV Certificate of
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# Compliance (COC) — gated on a Form E liability filing by their insurer.
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# We email a yes/no insurance question first; once they confirm (or we've
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# referred them to a broker) we bill the exact $25 COC fee + file. Other
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# states fall through to the PSC/PUC email path or a manual todo.
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if service_slug == "intrastate-authority":
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try:
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from scripts.workers.services.intrastate_filing import (
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send_intrastate_submission, state_isa_contact,
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)
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except Exception as exc: # noqa: BLE001
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LOG.error("[%s] intrastate_filing import failed: %s", order_number, exc)
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return False
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base_state = (intake.get("base_state") or intake.get("address_state") or "").upper()
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if not state_isa_contact(base_state):
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LOG.info("[%s] No intrastate email contact for %s — manual todo", order_number, base_state)
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return False
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sent = send_intrastate_submission(order_number, entity_name,
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intake.get("dot_number", ""), base_state, intake,
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signed_auth_key=signed_auth_key)
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if sent:
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if base_state == "SC":
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if self._handle_sc_coc_gate(order_number, entity_name, customer_email,
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customer_phone, intake):
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return True # hold pending insurance answer / broker referral
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# else: insurance confirmed -> fall through to bill the $25 COC fee
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else:
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# Non-SC: email the state PSC/PUC if we have a submission contact;
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# otherwise fall back to a manual todo.
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try:
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notify_fulfillment_todo(
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title=f"Intrastate authority submitted to {base_state} PSC — awaiting fee — {entity_name}",
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order_number=order_number,
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service_slug=service_slug,
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priority="normal",
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description=(f"Intrastate authority application emailed to the {base_state} "
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f"PSC/PUC with the signed POA.\nWaiting on their requirements + "
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f"fee invoice; when it arrives we auto-bill the customer the exact "
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f"amount and you'll get a Telegram alert.\nCustomer: {customer_email}"),
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from scripts.workers.services.intrastate_filing import (
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send_intrastate_submission, state_isa_contact,
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)
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except Exception:
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pass
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return sent
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except Exception as exc: # noqa: BLE001
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LOG.error("[%s] intrastate_filing import failed: %s", order_number, exc)
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return False
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if not state_isa_contact(base_state):
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LOG.info("[%s] No intrastate email contact for %s — manual todo", order_number, base_state)
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return False
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sent = send_intrastate_submission(order_number, entity_name,
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intake.get("dot_number", ""), base_state, intake,
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signed_auth_key=signed_auth_key)
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if sent:
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try:
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notify_fulfillment_todo(
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title=f"Intrastate authority submitted to {base_state} PSC — awaiting fee — {entity_name}",
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order_number=order_number,
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service_slug=service_slug,
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priority="normal",
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description=(f"Intrastate authority application emailed to the {base_state} "
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f"PSC/PUC with the signed POA.\nWaiting on their requirements + "
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f"fee invoice; when it arrives we auto-bill the customer the exact "
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f"amount and you'll get a Telegram alert.\nCustomer: {customer_email}"),
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)
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except Exception:
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pass
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return sent
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# ── IFTA / intrastate: published fee, bill the estimate now ───────────
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try:
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from scripts.workers.services.gov_fee import (
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