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18 commits

Author SHA1 Message Date
justin
2232570c9f Add trucking state authorization plan 2026-06-01 20:14:36 -05:00
justin
a2aaac0066 Document trucking state campaign fulfillment requirements 2026-06-01 20:06:53 -05:00
justin
cf270e9f5b add Wyoming formation package doc: full component breakdown, pricing, wizard logic, photo ID reuse, annual compliance, LTV estimates 2026-05-30 22:34:51 -05:00
justin
7197b95946 add virtual mailbox notes: Anytime Mailbox already in use, photo ID reuse for 1583 2026-05-30 22:32:47 -05:00
justin
260bfd04c3 add foreign qualification fee reference: all 50 states, one-time vs annual, wizard pricing guidance 2026-05-30 22:30:07 -05:00
justin
6c75a27893 add vehicle buy/sell referral topics: ByeTruck, Kelly, Big Rig Lending, Truck Trader 2026-05-30 21:37:08 -05:00
justin
6b20ba7f08 add post-completion flow: exit survey, Google review ask, referral program spec 2026-05-30 21:17:01 -05:00
justin
4cde6bbb4a add financing/factoring interest checkbox on success page + campaign topics 16-17 
- Checkbox on post-order success page: 'Interested in freight factoring?'
- Stores lead via /api/v1/insurance-leads with source=financing_interest
- Added factoring + fuel card campaign topics to docs
 2026-05-30 21:15:25 -05:00
justin
0c9a500fee correct campaign topic #1: MC numbers NOT eliminated yet, still proposed 2026-05-30 21:12:31 -05:00
justin
91501f78cd add 15 trucking campaign topics with priority matrix — sourced from forums + FMCSA changes 2026-05-30 21:11:18 -05:00
justin
a265990351 Add official FMCSA MCS-150 fillable PDF forms 
MCS-150 (standard), MCS-150B (hazmat), MCS-150C (intermodal).

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-05-30 13:08:32 -05:00
justin
ba3eb30b58 Add trucking system documentation and architecture SVG 
trucking-system.md: comprehensive doc covering data pipeline, compliance
checker (14 checks), 21 service slugs, vendors, database tables, frontend
pages, order flow, and campaign segmentation (29,792 eligible).

trucking-architecture.svg: visual diagram of full system — data sources,
processing layer, database, frontend, campaigns, and order flow.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-05-29 14:10:57 -05:00
justin
79ebcc001a Add comprehensive FMCSA trucking compliance product plan 
Covers all 5 phases: data pipeline (done), additional checks (UCR,
IFTA, IRP, D&A, new entrant, hazmat, state-level), service catalog
with 10 services and pricing, email campaign segmentation for 29K+
overdue carriers, and filing automation roadmap.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-05-28 21:43:54 -05:00
justin
71d466c922 Wire createCommission() into compliance batch checkout 
Compliance batch orders now create commission ledger entries when
a discount code (agent referral) is used. Tracks total order amount,
discount applied, and links to the agent for payout processing.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-05-11 11:00:38 -05:00
justin
9c1b1387cb Update docs + add 3 SVG flowcharts 
New diagrams:
- business-flow.svg: acquisition → check → order → filing → delivery
- technical-architecture.svg: full Docker stack, data tier, external services
- order-flow.svg: detailed worker pipeline with eSign gate and handler map

Updated docs:
- infrastructure.md: DocServer, email servers, backup server sections
- architecture.md: linked to new SVGs, updated date

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-05-07 09:17:36 -05:00
justin
97dd08c821 Fix flagged items: CRTC email submission, BITS todo, selector docs, stale plans 
- CRTC letter now auto-emailed to secretary.general@crtc.gc.ca after eSign
- BITS admin todo updated to reference electronic + physical submission
- COLIN selectors.py: documented verification status per step
- BC config: added CRTC Secretary General email address
- plan.md: marked completed items (eSign, portal auth, CRTC email)
- go-live-todo.md: marked Compliance Calendar DocType as imported

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
 2026-05-04 11:33:45 -05:00
justin
cbfb8d6091 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>
 2026-04-28 02:50:02 -05:00
justin
f8cd37ac8c 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>
 2026-04-27 06:54:22 -05:00