add pipeline orchestrator, mailbox 1583 flow, EIN + virtual-mailbox services
- Pipeline orchestrator: chains sequential fulfillment for new carrier bundles (formation → EIN → USDOT → MC → BOC-3 → MCS-150 → D&A → UCR) - Mailbox setup: Anytime Mailbox provisioning with USPS 1583 e-sign + online notarization - New services: ein-application ($79), virtual-mailbox ($149/yr) - Registered all new handlers in SERVICE_HANDLERS - Pipeline cron: every 5 minutes
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scripts/workers/services/mailbox_setup.py
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scripts/workers/services/mailbox_setup.py
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"""Anytime Mailbox Setup — virtual mailbox provisioning for out-of-state formations.
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When a carrier forms in Wyoming but operates elsewhere, they need a Wyoming
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mailing address for official correspondence. We use Anytime Mailbox for this.
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Setup requires USPS Form 1583 — notarized authorization for mail receipt.
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The customer's photo ID (already collected during intake) is used for the 1583.
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Flow:
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1. Customer orders Wyoming formation package
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2. LLC is formed in Wyoming
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3. We open an Anytime Mailbox in Wyoming under the LLC name
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4. Generate USPS Form 1583 pre-filled with customer + LLC info
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5. Customer e-signs the 1583 via our portal
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6. Schedule online notarization session (same service as CRTC BITS)
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7. Submit notarized 1583 to Anytime Mailbox
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8. Mailbox active — address provided to customer
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Service slug: virtual-mailbox
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Price: $149/yr
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"""
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from __future__ import annotations
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import json
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import logging
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import os
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from datetime import datetime
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LOG = logging.getLogger("workers.services.mailbox_setup")
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class MailboxSetupHandler:
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"""Handle virtual mailbox setup orders."""
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SERVICE_SLUG = "virtual-mailbox"
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SERVICE_NAME = "Virtual Mailbox (Anytime Mailbox)"
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async def process(self, order_data: dict) -> list[str]:
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"""Entry point called by job_server."""
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order_number = order_data.get("order_number", order_data.get("name", ""))
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return self.handle(order_data, order_number)
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def handle(self, order_data: dict, order_number: str) -> list[str]:
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"""Process a virtual mailbox setup order."""
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LOG.info("[%s] Processing virtual mailbox setup", order_number)
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intake = order_data.get("intake_data") or {}
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if isinstance(intake, str):
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intake = json.loads(intake)
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entity_name = intake.get("entity_name", order_data.get("customer_name", ""))
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customer_email = order_data.get("customer_email", "")
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formation_state = intake.get("formation_state", "WY")
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customer_name = intake.get("signer_name", order_data.get("customer_name", ""))
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# Step 1: Create e-sign record for USPS Form 1583
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try:
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import psycopg2
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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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INSERT INTO esign_records (
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order_number, document_type, document_title, entity_name,
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document_metadata, requires_perjury, status,
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expires_at
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) VALUES (%s, %s, %s, %s, %s, FALSE, 'pending', NOW() + interval '14 days')
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ON CONFLICT (order_number, document_type)
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WHERE status IN ('pending', 'signed') DO NOTHING
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""", (
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order_number,
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"usps-1583",
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"USPS Form 1583 — Authorization to Receive Mail",
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entity_name,
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json.dumps({
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"form_type": "usps-1583",
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"mailbox_state": formation_state,
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"entity_name": entity_name,
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"customer_name": customer_name,
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"requires_notarization": True,
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"notarization_service": "online", # Same as CRTC BITS
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"instructions": (
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"This form authorizes Anytime Mailbox to receive mail on behalf of "
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f"{entity_name}. After you sign, we will schedule a brief online "
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"notarization session (5-minute video call with a notary). Your photo "
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"ID on file will be used for identity verification."
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),
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}),
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))
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conn.commit()
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conn.close()
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LOG.info("[%s] E-sign record created for USPS 1583", order_number)
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except Exception as exc:
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LOG.error("[%s] E-sign 1583 setup failed: %s", order_number, exc)
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# Step 2: Send e-sign link to customer
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self._send_1583_email(order_number, entity_name, customer_email, customer_name)
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# Step 3: Create admin todo
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try:
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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("""
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INSERT INTO admin_todos (
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title, category, priority, order_number, service_slug,
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description, data, status
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) VALUES (%s, %s, %s, %s, %s, %s, %s, 'pending')
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""", (
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f"Mailbox Setup — {entity_name} ({formation_state})",
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"provisioning",
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"normal",
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order_number,
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self.SERVICE_SLUG,
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f"Set up Anytime Mailbox for {entity_name} in {formation_state}.\n\n"
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f"Steps:\n"
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f"1. Customer e-signs USPS Form 1583 (link sent)\n"
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f"2. Schedule online notarization session\n"
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f"3. Submit notarized 1583 to Anytime Mailbox\n"
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f"4. Activate mailbox, provide address to customer\n\n"
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f"Customer: {customer_email}\n"
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f"Photo ID: on file in MinIO (from intake)\n"
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f"Notarization: use same service as CRTC BITS",
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json.dumps({
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"order_number": order_number,
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"entity_name": entity_name,
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"formation_state": formation_state,
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"customer_email": customer_email,
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}),
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))
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conn.commit()
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conn.close()
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except Exception as exc:
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LOG.error("[%s] Failed to create mailbox todo: %s", order_number, exc)
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return []
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def _send_1583_email(self, order_number, entity_name, customer_email, customer_name):
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"""Send e-sign link for USPS Form 1583."""
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if not customer_email:
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return
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try:
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import smtplib
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import jwt
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from email.mime.text import MIMEText
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secret = os.environ.get("JWT_SECRET", os.environ.get("ADMIN_JWT_SECRET", ""))
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token = jwt.encode(
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{"order_id": order_number, "order_type": "usps-1583", "email": customer_email},
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secret, algorithm="HS256",
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)
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domain = os.environ.get("DOMAIN", "performancewest.net")
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esign_url = f"https://{domain}/portal/esign?token={token}"
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first = customer_name.split()[0] if customer_name else "there"
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body = (
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f"Hi {first},\n\n"
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f"Your virtual mailbox for {entity_name} is being set up. "
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f"To activate it, we need your authorization on USPS Form 1583.\n\n"
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f"This is a quick process:\n"
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f"1. Click the link below to review and sign the form\n"
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f"2. We'll schedule a brief 5-minute video call with a notary\n"
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f"3. Your photo ID on file will be used for verification\n"
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f"4. Once notarized, your mailbox will be active within 24 hours\n\n"
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f"Sign here: {esign_url}\n\n"
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f"This link expires in 14 days.\n\n"
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f"Questions? Call (888) 411-0383.\n\n"
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f"Performance West Inc.\n"
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)
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msg = MIMEText(body)
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msg["Subject"] = f"Action Required: Sign USPS Form 1583 — {entity_name} Mailbox"
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msg["From"] = "noreply@performancewest.net"
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msg["To"] = customer_email
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with smtplib.SMTP("localhost", 25) as s:
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s.sendmail(msg["From"], [customer_email], msg.as_string())
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LOG.info("[%s] 1583 e-sign email sent to %s", order_number, customer_email)
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except Exception as exc:
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LOG.warning("[%s] Failed to send 1583 email: %s", order_number, exc)
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