Add engagement authorization, remove price headers from intake pages, fix duplicate emails
- Add clickwrap authorization checkbox to fcc-compliance, state-puc, neca-ocn order pages - Store engagement_accepted_at/ip/version in compliance_orders (migration 074) - Add 499-A past-due/multi-year eSign engagement letter generator - Gate 499-A handler on engagement signature for past-due/multi-year orders - Remove price/tax/fee headers from all 19 intake pages (post-payment only) - Fix duplicate confirmation email for compliance_batch orders - Add USAC past-due fee negotiation research doc Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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justin
parent
6171c64b90
commit
cbfb8d6091
29 changed files with 602 additions and 52 deletions
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@ -170,11 +170,36 @@ class Form499AHandler(BaseServiceHandler):
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date_str = datetime.now().strftime("%Y%m%d")
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generated: list[str] = []
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# Engagement letter gate: past-due or multi-year (2+) refiling orders
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# require a signed engagement letter before we begin work.
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filing_mode = order_data.get("filing_mode") or "current"
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multi_year = order_data.get("multi_year_filings") or []
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needs_engagement = (
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filing_mode == "past_due"
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or (multi_year and len(multi_year) >= 2)
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)
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if needs_engagement:
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esign_signed = order_data.get("engagement_esign_signed_at")
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if not esign_signed:
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# Check if we already generated the letter (avoid re-sending on re-dispatch)
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already_required = order_data.get("engagement_esign_required")
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if not already_required:
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logger.info(
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"Form499AHandler: %s requires engagement letter eSign (mode=%s, years=%s) — generating + pausing",
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order_number, filing_mode, multi_year,
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)
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self._generate_and_send_engagement_letter(order_data)
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else:
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logger.info(
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"Form499AHandler: %s still waiting for engagement eSign — skipping",
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order_number,
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)
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return []
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# Multi-year mode (migration 060): when multi_year_filings has 2+
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# years, run this handler once per year with each year pinned as
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# form_year_override. Persist per-year confirmations to
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# compliance_orders.multi_year_confirmations.
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multi_year = order_data.get("multi_year_filings") or []
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if multi_year and len(multi_year) >= 2:
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all_generated: list[str] = []
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year_conf_records: list[dict] = []
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@ -1410,6 +1435,150 @@ class Form499AHandler(BaseServiceHandler):
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except Exception as exc:
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logger.error("Could not create admin ToDo: %s", exc)
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def _generate_and_send_engagement_letter(self, order_data: dict) -> None:
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"""Generate engagement letter PDF and email client a signing link."""
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order_number = order_data["name"]
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entity = order_data.get("entity", {}) or {}
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intake = order_data.get("intake_data") or {}
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multi_year = order_data.get("multi_year_filings") or []
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customer_email = order_data.get("customer_email", "")
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customer_name = order_data.get("customer_name", "")
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import tempfile
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work_dir = tempfile.mkdtemp(prefix="engagement_")
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docx_path = os.path.join(work_dir, f"engagement_{order_number}.docx")
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try:
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from scripts.document_gen.templates.engagement_letter_499a import (
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generate_engagement_letter,
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)
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generate_engagement_letter(
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entity_name=entity.get("legal_name") or intake.get("entity_legal_name", ""),
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frn=entity.get("frn") or intake.get("frn", ""),
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contact_name=customer_name,
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contact_email=customer_email,
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filing_years=multi_year if multi_year else None,
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order_number=order_number,
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output_path=docx_path,
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)
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# Convert to PDF
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pdf_path = self._convert_to_pdf(docx_path)
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# Upload to MinIO
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from scripts.document_gen import MinioStorage
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storage = MinioStorage()
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minio_key = f"engagement/{order_number}/engagement_letter.pdf"
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storage.upload_file(pdf_path or docx_path, minio_key)
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# Update order with engagement letter path + mark eSign required
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try:
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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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"""UPDATE compliance_orders
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SET engagement_esign_required = TRUE,
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engagement_letter_minio_key = %s,
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payment_status = 'pending_esign'
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WHERE order_number = %s""",
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(minio_key, order_number),
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)
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conn.commit()
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cur.close()
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conn.close()
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except Exception as exc:
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logger.warning("Could not update engagement status: %s", exc)
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# Email client the engagement signing link
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if customer_email:
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try:
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try:
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import jwt as pyjwt
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except ImportError:
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import PyJWT as pyjwt
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secret = os.environ.get("CUSTOMER_JWT_SECRET", "changeme")
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domain = os.environ.get("DOMAIN", "performancewest.net")
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token = pyjwt.encode(
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{"order_id": order_number, "order_type": "compliance", "email": customer_email},
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secret, algorithm="HS256",
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)
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sign_url = f"https://{domain}/portal/engagement-sign?token={token}"
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import smtplib
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from email.mime.text import MIMEText
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from email.mime.multipart import MIMEMultipart
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first_name = customer_name.split(" ")[0] if customer_name else "there"
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years_str = ", ".join(str(y) for y in multi_year) if multi_year else "current year"
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subject = f"Engagement Letter — 499-A Revenue Audit for {entity.get('legal_name', order_number)}"
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body = (
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f"<h2>Engagement Letter Ready for Signature</h2>"
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f"<p>Hi {first_name},</p>"
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f"<p>Before we begin your FCC Form 499-A revenue audit and revised filing "
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f"for calendar year(s) <strong>{years_str}</strong>, we need your signature "
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f"on the engagement letter.</p>"
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f"<p>Please review and sign the letter by clicking below:</p>"
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f"<p><a href='{sign_url}' style='display:inline-block;background:#1e3a5f;color:#fff;"
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f"padding:12px 28px;border-radius:6px;text-decoration:none;font-weight:600;'>"
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f"Review & Sign Engagement Letter</a></p>"
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f"<p style='font-size:12px;color:#9ca3af;'>Order: {order_number}</p>"
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f"<p style='font-size:11px;color:#9ca3af;margin-top:16px;'>"
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f"Performance West Inc. | 525 Randall Ave Ste 100-1195, Cheyenne, WY 82001 | 1-888-411-0383</p>"
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)
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msg = MIMEMultipart("alternative")
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msg["Subject"] = subject
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msg["From"] = os.environ.get("SMTP_FROM", "Performance West <noreply@performancewest.net>")
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msg["To"] = customer_email
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msg.attach(MIMEText(body, "html"))
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smtp_host = os.environ.get("SMTP_HOST", "co.carrierone.com")
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smtp_port = int(os.environ.get("SMTP_PORT", "587"))
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smtp_user = os.environ.get("SMTP_USER", "")
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smtp_pass = os.environ.get("SMTP_PASS", "")
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with smtplib.SMTP(smtp_host, smtp_port) as server:
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server.starttls()
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if smtp_user and smtp_pass:
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server.login(smtp_user, smtp_pass)
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server.send_message(msg)
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logger.info("Engagement letter email sent to %s for %s", customer_email, order_number)
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except Exception as exc:
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logger.warning("Could not send engagement email for %s: %s", order_number, exc)
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# Create admin todo
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try:
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from scripts.workers.erpnext_client import ERPNextClient
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ERPNextClient().create_resource("ToDo", {
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"description": (
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f"[fcc-499a] {order_number}\n\n"
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f"Engagement letter generated and sent for 499-A past-due/multi-year refiling.\n"
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f"Entity: {entity.get('legal_name', '')}\n"
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f"Years: {years_str}\n"
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f"Waiting for client eSign before processing begins."
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),
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"priority": "Medium",
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"role": "Accounting Advisor",
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})
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except Exception as exc:
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logger.warning("Could not create engagement admin ToDo: %s", exc)
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except Exception as exc:
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logger.error("Engagement letter generation failed for %s: %s", order_number, exc)
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# Create admin todo for manual follow-up
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try:
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from scripts.workers.erpnext_client import ERPNextClient
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ERPNextClient().create_resource("ToDo", {
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"description": (
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f"[fcc-499a] {order_number}\n\n"
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f"FAILED to generate engagement letter: {exc}\n"
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f"Manual engagement letter needed before processing past-due 499-A."
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),
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"priority": "High",
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"role": "Accounting Advisor",
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})
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except Exception:
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pass
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def _box_to_category_ids(box_num: int) -> set[str]:
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"""Given a Line 105 box number, return the category ids that tick it.
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