Initial commit — Performance West telecom compliance platform
Includes: API (Express/TypeScript), Astro site, Python workers, document generators, FCC compliance tools, Canada CRTC formation, Ansible infrastructure, and deployment scripts. Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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291
scripts/workers/relay_integration.py
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291
scripts/workers/relay_integration.py
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"""
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Relay Financial (relayfi.com) integration for Performance West.
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Relay is our business banking platform. No public API exists, so integration
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is via:
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1. Encrypted card details stored in ERPNext Sensitive ID doctype
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2. Playwright automation to enter card on state portal payment forms
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3. Relay deposit email monitoring (relay_deposit_monitor.py) for funds gate
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4. Manual ACH for commission payouts (via Relay dashboard)
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Multi-card support:
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- SID-0002 (Stripe Issuing): Virtual card funded by Stripe balance — used for
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card/ACH/Klarna orders. Funds available as soon as Stripe
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settlement clears (typically T+2 for cards, T+4 for ACH).
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- SID-0001 (PayPal MC): PayPal Mastercard — used for PayPal-funded orders.
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Funds available immediately in PayPal balance.
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- crypto-filing-card: Secondary card — used for crypto-funded orders (SHKeeper).
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Admin manually advances "Awaiting Funds" after confirming
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SHKeeper wallet balance.
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- relay-filing-card: Legacy Relay virtual debit card — fallback only.
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IMPORTANT: Card details are stored encrypted in ERPNext using the Password
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fieldtype (AES). They are decrypted only in memory during the filing
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automation, never written to disk or logs.
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"""
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from __future__ import annotations
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import logging
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import os
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from dataclasses import dataclass
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from typing import Optional
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LOG = logging.getenv("RELAY_LOG_LEVEL", "workers.relay")
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LOG = logging.getLogger("workers.relay")
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# ERPNext Sensitive ID names for each card
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RELAY_FILING_CARD_ID = os.getenv("RELAY_FILING_CARD_ID", "relay-filing-card")
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STRIPE_FILING_CARD_ID = os.getenv("STRIPE_FILING_CARD_ID", "SID-0002")
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CRYPTO_FILING_CARD_ID = os.getenv("CRYPTO_FILING_CARD_ID", "crypto-filing-card")
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PAYPAL_FILING_CARD_ID = os.getenv("PAYPAL_FILING_CARD_ID", "SID-0001")
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# Legacy alias — defaults to Relay card for backward compatibility
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FILING_CARD_ID = RELAY_FILING_CARD_ID
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@dataclass
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class CardDetails:
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"""Debit card details for state filing payments."""
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card_number: str
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exp_month: str
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exp_year: str
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cvv: str
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cardholder_name: str = "Performance West Inc"
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billing_address_line1: str = ""
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billing_address_line2: str = ""
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billing_city: str = ""
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billing_state: str = ""
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billing_zip: str = "82001"
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@property
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def exp_mmyy(self) -> str:
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return f"{self.exp_month}/{self.exp_year}"
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@property
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def exp_mmslashyyyy(self) -> str:
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yr = self.exp_year if len(self.exp_year) == 4 else f"20{self.exp_year}"
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return f"{self.exp_month}/{yr}"
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def masked(self) -> str:
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"""Return masked card number for logging (last 4 only)."""
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return f"****{self.card_number[-4:]}" if len(self.card_number) >= 4 else "****"
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def _load_card_by_id(sensitive_id_name: str) -> Optional[CardDetails]:
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"""
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Load a debit card from ERPNext Sensitive ID by record name.
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Uses the whitelisted API endpoint performancewest_erpnext.api.get_filing_card
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which decrypts the Password field server-side. Frappe's standard REST API
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masks Password fields with ********, so get_list/get_doc cannot be used.
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"""
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from scripts.workers.erpnext_client import ERPNextClient
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try:
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client = ERPNextClient()
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data = client.call_method(
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"performancewest_erpnext.api.get_filing_card",
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{"card_name": sensitive_id_name},
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)
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if not data:
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LOG.error("Filing card not found or empty (name=%s)", sensitive_id_name)
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return None
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card = CardDetails(
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card_number=data["number"],
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exp_month=data["exp_month"],
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exp_year=data["exp_year"],
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cvv=data["cvv"],
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cardholder_name=data.get("name", "Performance West Inc"),
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billing_address_line1=data.get("address_line1", ""),
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billing_address_line2=data.get("address_line2", ""),
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billing_city=data.get("city", ""),
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billing_state=data.get("state", ""),
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billing_zip=data.get("zip", "82001"),
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)
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LOG.info("Loaded card %s (%s) for filing", card.masked(), sensitive_id_name)
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return card
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except Exception as e:
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LOG.error("Failed to load card %s from ERPNext: %s", sensitive_id_name, e)
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return None
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def load_card_from_erpnext(payment_method: str = "card") -> Optional[CardDetails]:
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"""
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Load the appropriate filing card based on the order's payment method.
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- Stripe-funded orders (card, ach, klarna): use STRIPE_FILING_CARD_ID (Stripe Issuing virtual card)
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- PayPal-funded orders (paypal): use PAYPAL_FILING_CARD_ID (PayPal Mastercard)
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- Crypto-funded orders (crypto via SHKeeper): use CRYPTO_FILING_CARD_ID
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- Fallback (legacy Relay): use RELAY_FILING_CARD_ID
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Args:
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payment_method: The payment method used for the customer order.
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Returns:
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CardDetails or None if not found/error.
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"""
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if payment_method == "crypto":
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card_id = CRYPTO_FILING_CARD_ID
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elif payment_method == "paypal":
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card_id = PAYPAL_FILING_CARD_ID
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elif payment_method in ("card", "ach", "klarna"):
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card_id = STRIPE_FILING_CARD_ID
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else:
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card_id = RELAY_FILING_CARD_ID
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return _load_card_by_id(card_id)
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def populate_order_payment(order, payment_method: str = "card") -> bool:
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"""
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Load the correct filing card and populate it on the FormationOrder.
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Selects card based on payment_method:
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- card/ach/klarna → Relay virtual debit card (funded by Stripe payouts)
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- crypto → Crypto.com card (funded by crypto proceeds)
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Card details are held in memory only — never logged or written to disk.
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"""
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# Try to infer payment_method from the order itself if not passed
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if hasattr(order, "payment_method") and order.payment_method:
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payment_method = order.payment_method
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card = load_card_from_erpnext(payment_method)
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if not card:
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return False
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order.payment_card_number = card.card_number
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order.payment_card_exp = card.exp_mmyy
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order.payment_card_cvv = card.cvv
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order.payment_card_name = card.cardholder_name
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order.payment_card_zip = card.billing_zip
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LOG.info(
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"Payment card %s (%s) loaded onto order %s",
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card.masked(),
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"Crypto.com" if payment_method == "crypto" else "Relay",
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getattr(order, "order_id", "?"),
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)
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return True
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def mark_reservation_spent(order_id: str, amount_cents: int) -> None:
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"""Mark a filing fee reservation as spent after Playwright confirms the charge."""
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try:
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import psycopg2
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DATABASE_URL = os.getenv("DATABASE_URL", "")
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if not DATABASE_URL:
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return
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with psycopg2.connect(DATABASE_URL) as conn:
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with conn.cursor() as cur:
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cur.execute(
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"""
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UPDATE filing_fee_reservations
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SET status = 'spent', spent_at = NOW()
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WHERE order_id = %s AND status = 'reserved'
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""",
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(order_id,),
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)
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conn.commit()
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LOG.info("Marked reservation spent: %s ($%.2f)", order_id, amount_cents / 100)
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except Exception as exc:
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LOG.error("Failed to mark reservation spent for %s: %s", order_id, exc)
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def release_reservation(order_id: str) -> None:
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"""Release a reserved filing fee back to the available pool (on filing failure)."""
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try:
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import psycopg2
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DATABASE_URL = os.getenv("DATABASE_URL", "")
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if not DATABASE_URL:
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return
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with psycopg2.connect(DATABASE_URL) as conn:
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with conn.cursor() as cur:
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cur.execute(
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"""
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UPDATE filing_fee_reservations
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SET status = 'released', released_at = NOW()
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WHERE order_id = %s AND status = 'reserved'
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""",
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(order_id,),
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)
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conn.commit()
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LOG.info("Released filing fee reservation for %s", order_id)
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except Exception as exc:
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LOG.error("Failed to release reservation for %s: %s", order_id, exc)
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def record_filing_payment(
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order_name: str,
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state_code: str,
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amount_cents: int,
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card_last4: str,
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confirmation: str = "",
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) -> bool:
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"""Record a filing payment in ERPNext for reconciliation with Relay transactions.
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Creates a Journal Entry or custom Payment record that can be matched
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against the Relay bank statement when imported via Plaid/CSV.
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"""
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from scripts.workers.erpnext_client import ERPNextClient
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try:
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client = ERPNextClient()
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# Add a comment to the Formation Order with payment details
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client.update_resource("Formation Order", order_name, {
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"admin_notes": (
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f"Payment: ${amount_cents/100:.2f} charged to Relay card ****{card_last4} "
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f"for {state_code} filing. "
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f"{'Confirmation: ' + confirmation if confirmation else 'Pending confirmation.'}"
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),
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})
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LOG.info("Recorded payment of $%.2f for %s on Relay card ****%s",
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amount_cents / 100, order_name, card_last4)
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return True
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except Exception as e:
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LOG.error("Failed to record filing payment: %s", e)
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return False
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def track_commission_payout(
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partner_name: str,
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partner_email: str,
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amount_cents: int,
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order_numbers: list[str],
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) -> bool:
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"""Track a commission payout owed to a referral partner.
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Since Relay has no ACH API, this creates an ERPNext record that
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an admin uses to manually send the ACH via the Relay dashboard.
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The ERPNext record serves as:
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- A reminder to send the payout
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- An audit trail of what was paid
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- Reconciliation when the Relay transaction appears
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"""
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from scripts.workers.erpnext_client import ERPNextClient
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try:
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client = ERPNextClient()
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client.create_resource("Issue", {
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"subject": f"Commission Payout: ${amount_cents/100:.2f} to {partner_name}",
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"description": (
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f"Referral commission payout due:\n\n"
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f"Partner: {partner_name}\n"
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f"Email: {partner_email}\n"
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f"Amount: ${amount_cents/100:.2f}\n"
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f"Orders: {', '.join(order_numbers)}\n\n"
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f"Action: Send ACH payment via Relay dashboard to {partner_email}.\n"
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f"Mark this issue as resolved after payment is sent."
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),
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"issue_type": "Feature Request", # Using as a task type
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"priority": "Medium",
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})
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LOG.info("Created commission payout task: $%.2f to %s", amount_cents / 100, partner_name)
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return True
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except Exception as e:
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LOG.error("Failed to create commission payout task: %s", e)
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return False
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