- order-confirmation email presents both filing methods: paper CMS-855 (no
account needed, client e-signs one page, we print+mail to their MAC) and
I&A surrogacy (faster, needs CMS account). NPPES-only services note that
surrogacy is required (web-only).
- npi_provider handlers record the access model per service in admin todos.
- marketing copy leads with the lowest-friction paper option.
Adds a systemd-timed worker that nudges customers who paid but never completed
their intake form (which stalls fulfillment).
- migration 087: intake_reminder_count + intake_reminder_last_at on
compliance_orders (makes the daily run idempotent and bounded), plus a
partial index for the paid-order eligibility scan.
- scripts/workers/intake_reminder.py: each run emails any paid order with
intake_data_validated != TRUE, capped at 10 reminders/order, at most one
consolidated email per customer per day (groups a customer's incomplete
services into one email). Reuses the post-payment intake URL format
(/order/{slug}?order={n}) and the API's email validation, skipping
placeholder/invalid addresses (synthetic@, pipeline.com, etc.). Sends via
smtplib with SMTP_PASS (verified working in the worker container).
- worker-crons: pw-intake-reminder timer, daily ~noon ET (16:00 UTC).
Root cause of customers being unable to log in: ERPNext (portal.performancewest.net)
is the intended single portal and already surfaces compliance/trucking orders
(performancewest_erpnext/www/orders.py reads compliance_orders by email). But
only the Stripe checkout path provisioned the ERPNext Website User up-front
(findOrCreateCustomer). PayPal / crypto / remediation-pipeline orders go straight
to handlePaymentComplete, which created NO portal user and never set
portal_user_created -> no login + no set-password invite (exactly what happened
to the Paul Wilson / Compound Technologies PayPal order).
- handlePaymentComplete: add ensureCompliancePortalUser() in the shared
post-payment path so EVERY paid compliance order (any payment method) gets an
ERPNext portal account + the set-password invite. Idempotent.
- Guard against placeholder emails (synthetic@/pipeline.com etc): skip portal
provisioning and the set-password invite for non-deliverable addresses.
- compliance-orders API: validate email format AND reject placeholder addresses
at order creation (was: presence-only, so synthetic@pipeline.com passed).
- delivery_worker: never email a set-password invite to a placeholder address.
Note: the legacy PG-customers login (api/routes/portal-auth.ts, /account/*) is
CRTC/formation-era and only backfills canada_crtc_orders/orders, never
compliance_orders. ERPNext is now the consistent portal for compliance.
Drop the two self-listings (Performance West C-TPA and supervisor training) and
the National Drug Screening / NDS entries from the Suggested Vendors panels.
The non-endorsement disclaimer (which still names Performance West) is unchanged.
- Add a one-page 'DER Quick-Start Checklist' tear-off as the first content page
(set-up-once / every-hire / ongoing checkboxes, each pointing to the relevant
section or form).
- Add a two-column 'Suggested Vendors & Resources' directory page: C-TPA/
consortium, collection sites & labs, MRO, SAP, supervisor training, and (mode-
aware) FMCSA Clearinghouse or DOT resources, plus employee help lines. Marked
as examples not endorsements; mode-aware.
- Remove forced page breaks between consecutive content sections (now a light
section rule) so they flow continuously; page breaks kept only for the cover,
quick-start, TOC, each form, the vendor page, regulations, and the addendum.
- New builder helpers: section_rule(), checkbox(), two_col_panels().
Adds the real-world know-how a first-time DER needs beyond the bare regs:
- Owner-operators / one-driver companies (must use a consortium; cannot self-test
or self-select) — the most misunderstood case.
- Audits & penalties: what the new-entrant safety audit asks for and the
consequences of no program (civil penalties, failed audit, out-of-service).
- Problem test results: dilute, shy bladder, cancelled test, split-specimen.
- Prescriptions / marijuana / CBD (marijuana prohibited regardless of state law;
CBD trap; route medical questions to the MRO).
- What counts as a refusal (treated as a positive).
- Costs & timeline expectations.
- DER do's and don'ts (act same-day, keep records separate/confidential, never
tip off a random selection, don't interpret results yourself).
Customers (the DER) had no concrete how-to for onboarding/enrolling drivers or
what information to collect. Add:
- Section 1 'Enrolling a driver (new-hire onboarding)' subsection: exact info to
collect, the onboarding sequence (collect info, sign Forms A/B, Clearinghouse
query, prior-employer inquiry, add to C-TPA pool, pre-employment test, wait for
MRO negative), and a driver-removal note.
- Form G — Driver Enrollment & Covered-Employee Roster: per-driver enrollment
block (name, DOB, SSN last4, CDL #/state, contact, hire date, test result,
Clearinghouse/prior-employer status) plus a roster table for the covered pool.
- TOC, email, and handler text updated A-F -> A-G.
The instant-delivery email told customers to 'just reply to this email' with no
way to view/manage their order. Add a portal line in the body and change the CTA
to 'View in Portal' pointing at PORTAL_URL (portal.performancewest.net), matching
delivery_worker/renewal_worker conventions. Add _site_url()/_portal_url() helpers.
- Rewrite dot_da_binder_generator.py to emit an editable .docx (was reportlab PDF)
so carriers/counsel can review and adapt the program. ~4000 words, 10 sections.
- Render all six required forms (A-F); previously only A, D, E existed. Each form
starts on its own page (page break) and fills a page.
- Mode-aware policy text for FMCSA/FRA/PHMSA/FTA/FAA/USCG with correct CFR parts
and random-testing rates; optional single-state Drug-Free Workplace addendum
(federal DOT program is nationwide; only the optional DFWP addendum is state-keyed).
- Handler now outputs .docx instead of .pdf.
- job_server instant-delivery: attach DOCX (correct MIME) as well as PDF, and use
DOT-specific email copy + CTA instead of the FCC/telecom boilerplate.
Turn the DOT Drug & Alcohol Compliance Program into an automated
instant-delivery deliverable: when a carrier orders, we generate a
complete, print-ready PDF binder and email it (no admin step).
The binder (dot_da_binder_generator.py) bundles everything a small
carrier needs under 49 CFR Part 382 + Part 40:
- How to manage the program (DER setup + annual operations)
- Written drug & alcohol testing policy for employees
- The six DOT test scenarios + triggers
- Random testing / consortium (C-TPA) instructions
- Supervisor reasonable-suspicion training + live/online access
- Violations, SAP access, return-to-duty / follow-up
- EAP / rehab / treatment resources (SAMHSA, 988, locator, ODAPC)
- Recordkeeping retention schedule
- Ready-to-use forms (acknowledgment, reasonable-suspicion,
post-accident decision worksheet)
- Regulation citations
- Optional state Drug-Free Workplace addendum
Policy-variant selection: FMCSA (Part 382) is the trucking default;
honors an explicit dot_da_mode override for FRA/PHMSA/FTA/FAA/USCG.
New DrugAlcoholProgramHandler returns the binder PDF; slug added to
INSTANT_DELIVERY_SLUGS so job_server emails it automatically. Slug
rerouted from MCS150UpdateHandler (was admin-assisted enrollment) and
re-priced as a discountable own-deliverable (no passthrough cost).
Tests: scripts/tests/test_dot_da_binder.py (FMCSA sections, PHMSA+state
addendum, all-modes render) — passing.
Item 2 of the trucking state-authorization plan.
- compliance-orders.ts: populate gov_fee_label for every state-trucking
service so the variable, billed-at-cost government charges (apportioned
IRP, IFTA decals, NY HUT, CT HUF, weight-distance, CA MCP+CARB, OS/OW
permits, bundle) are disclosed at checkout. price_cents stays the flat
service fee; gov fees pass through at cost.
- migration 086: compliance_orders.fulfillment_status state machine
(authorization_required -> authorization_signed -> awaiting_customer_
delegation -> awaiting_secure_credentials -> awaiting_government_fee_
approval -> awaiting_insurance_filing -> ready_to_file ->
filed_waiting_state -> completed) + fulfillment_status_at
- state_trucking.py: FULFILLMENT_* constants + _set_fulfillment_status();
gate sets authorization_required on pause, authorization_signed on
resume, ready_to_file once the filing todo is queued
- TruckingValueNotice.astro: 'What's included & what's billed at cost'
disclosure with the authorization/delegation explanation
Capture-to-form signature placement so the customer's drawn or typed
signature lands right on the signature rule of the actual form, not in a
sidecar page.
- migration 085: esign_records.signature_anchors (JSONB exact PDF coords,
lower-left origin, points) + signed_document_minio_key
- signature_stamper.py: signature_box() anchors; anchors_from_acroform()
pulls the signature field /Rect from a real AcroForm (e.g. MCS-150
certifySignature); stamp_signature() overlays PNG (auto-trimmed so ink
rests on the rule) or typed name, scaled to actual page size
- state_trucking_authorization.py: renders the Limited Authorization to
File PDF and returns (pdf_bytes, anchors)
- esign_stamp.py: stamp_esign_document() downloads unsigned PDF, stamps,
uploads _signed.pdf, sets signed_document_minio_key (idempotent)
- dot_esign.py: extract certifySignature anchor for MCS-150/closeout forms
so the federal perjury cert is signed on the line
- state_trucking.py: authorization gate — first run emails signing link
and PAUSES; resumes with client_approved after signing
- job_server handle_esign_completed: stamp then re-dispatch
- tests: test_signature_placement.py (custom form), and
test_mcs150_signature_placement.py (official AcroForm) both assert the
signature lands inside the recorded signature box (verified visually)
Frontend (order/fcc-carrier-registration):
- Add a referral/discount code box on the review step that validates
against /api/v1/discount/:code and shows the discount line + adjusted
total. Discount applies to service fee + add-ons, never state filing fees.
- Prefill + auto-apply from ?code= / ?ref= query param (referral links).
Backend (fcc-carrier-registration route):
- Accept discount_code, validate it, store discount_code/discount_cents,
and subtract from the total. Checkout already reads discount_cents to
apply the Stripe coupon.
- Create a pending commission when the code belongs to an active sales agent.
Commission fix (agents.createCommission):
- Percent-type agents now earn commission_pct on ALL order types. Previously
canada_crtc/formation/bundle used flat defaults and ignored percent agents.
Agent: created sales agent Jay Kordic (The Horizon Group) with custom code
REF-JAYK05 -> client gets 5% off discountable services, agent earns 15%.
Idempotent setup script in scripts/create_agent_jaykordic.cjs.
- Wizard Finish button: for visitors with no token/order (e.g. arriving via a
campaign ?dot= link), create the compliance order from collected intake data
and redirect to Stripe Checkout, instead of silently doing nothing.
- StateTrucking: Operating States no longer required; single-state/intrastate
carriers can finish (relabeled 'Other Operating States (if any)').
- build_trucking_campaigns: per-state programs (weight_tax/emissions) now derive
the CTA landing page from the deficiency flag's state suffix (e.g.
state_weight_tax_OR -> OR), not the carrier base state, so a GA-based carrier
flagged for OR weight-mile tax links to the OR page (not a mismatched one).
send_test() replaced company/dot/state placeholders but not
{{ .Subscriber.Attribs.lp_link }}, so the CTA button (Check My Emissions
Status, Register My Tax Account, etc.) rendered as a bare '?dot=...' that
linked to nowhere in every owner test/approval email. Real subscribers were
unaffected (their lp_link attrib is populated). Now the test mirrors the real
audience link via build_lp_link(campaign_type, state).
Lets us fire small, controlled batches (e.g. MCS-150 only, 100/tz, sent today)
while the new sending IPs warm up, instead of the full multi-segment schedule.
Yahoo operates a large family of consumer domains (AOL, AT&T, Verizon,
Frontier, sbcglobal, bellsouth, etc.) that aggressively defer cold senders
with 421 'unexpected volume / user complaints', which poisons our self-hosted
sending IP for every other provider. Previously we only excluded
aol.com/yahoo.com/ymail.com/rocketmail.com.
Centralize the authoritative block list in scripts/_email_exclusions.py and
import it from both audience builders so they stay in sync.
Add 6 flag-based campaign segments to build_trucking_campaigns.py keyed off
fmcsa_carriers.deficiency_flags: for_hire_boc3, irp_ifta, intrastate_authority,
state_weight_tax (per-state LP), state_emissions (CA->ca-mcp-carb), hazmat.
Each injects an order-LP link into subscriber attribs (lp_link) and only
schedules when its CAMPAIGN_*_ID source template env is set (nightly run never
breaks on unconfigured templates). Adds --list-segments audience report and a
synthetic-data segment test (fixed a real psycopg2 % escaping bug in LIKE).
Dependency edges can now require the prerequisite be ACTIVE at FMCSA, not
just our handler completed. mc-authority/ucr/d&a now wait for an active
USDOT; BOC-3 stays parallel-OK (can file while authority pending). Adds
_prerequisite_active() polling FMCSA QC API, a waiting_on_activation hold
state with next-check timestamp, and a 21-day authority vetting estimate
for customer comms. Branch logic unit-tested.
_get_authority_state() returns structured FMCSA authority state; handle()
branches on active/pending/revoked/none:
- active: file/refresh BOC-3 (current behavior)
- pending: file BOC-3 + insurance/21-day-vetting reminder
- revoked: file + recommend reinstatement (mc-authority, never auto-charge)
- none (USDOT only): flag MC authority needed first, do not file blindly
recommended_followups + authority_state persisted in admin todo for
upsell-approve on the order timeline.
Cross-references every DOT/state/hazmat slug across COMPLIANCE_SERVICES,
REQUIRED_FIELDS, SERVICE_META, INTAKE_MANIFEST, and SERVICE_HANDLERS, and
verifies every required field is collectible by its assigned intake steps.
Caught + fixed missing usdot-reactivation SERVICE_META entry. 24/24 pass.
Forms that legally require the client's signature were not being captured
correctly:
- MCS-150 handler created a perjury e-sign record but then submitted to FMCSA
anyway, before the client signed. Now it gates submission: request the
signature, hold, and only file when handle_esign_completed re-dispatches with
client_approved=True.
- MCS-150 e-sign links were signed with JWT_SECRET/ADMIN_JWT_SECRET, but the
portal verifies with CUSTOMER_JWT_SECRET, so every link returned "Invalid
portal link." New shared dot_esign helper signs with CUSTOMER_JWT_SECRET.
- carrier-closeout (final MCS-150 Out of Business) and entity-dissolution
(Articles of Dissolution + no-lawsuits/liens/judgments attestation) captured
no signature at all. Both now request a signed attestation before the
workflow proceeds.
- mc-authority / emergency-temporary-authority now get a correctly labeled
OP-1 applicant certification instead of an "MCS-150" record.
Also fixes a latent dispatcher bug: order["service_slug"] was never set, so
handlers sharing a class fell back to their default SERVICE_SLUG. This made
entity-dissolution run the carrier-closeout branch and mc-authority/etc. look
like mcs150-update. Now the resolved slug is injected into order_data.
Portal e-sign page now renders the document-specific certification text from
metadata.perjury_text (so the dissolution no-liabilities attestation and OP-1
cert are actually shown to the signer), not just a generic perjury line.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- send_test no longer overwrites {{ UnsubscribeURL }} with a dead static URL;
Listmonk renders it into a working per-subscriber unsubscribe link.
- dot-compliance hero grid: 4 columns (minmax 150px, max-width 920px) instead
of 3 to reduce vertical space.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- import_subscribers: was POSTing wrong bulk shape AND fallback used 'list_ids'
(ignored by Listmonk) instead of 'lists' -> subscribers never attached to the
list -> real sends would go to an empty list. Now single-adds with 'lists',
handles already-exists, returns a count, logs if 0 added.
- send_test: passed base['lists'] (objects) instead of IDs -> test send rejected.
Now extracts list IDs.
- create_and_schedule_campaign: add schedule= flag (preview makes drafts).
- --preview: 1 sample carrier/campaign, only owner email, drafts not scheduled,
test sends immediately, never marks real carriers sent.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Each of the 8 daily campaigns gets a test send immediately after creation
using the first row's real carrier data as the sample. TEST_EMAIL env var
overrides the default (carrierone@gmx.com).
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- build_trucking_campaigns.py: nightly script that creates 8 Listmonk campaigns
per day (4 TZ x 2 types: MCS-150 overdue 2k/TZ, inactive USDOT 1k/TZ)
at 4AM ET / 5AM ET (CT) / 6AM ET (MT) / 7AM ET (PT). Deduplicates via
listmonk_sent_at column.
- migration 083: add listmonk_sent_at + listmonk_campaign_type to fmcsa_carriers
- email_verifier.py: bump max_workers from 5 to 20 for 4x faster throughput
- cron: daily pw-trucking-campaigns at 08:00 UTC (3 AM EST)
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Checker closing mode now pitches a done-for-you 'Trucking Wrap-Up' ($199)
with a buy button to /order/dot-compliance?services=carrier-closeout, instead
of a lead form. DIY checklist replaced by what's-included list.
- Entity dissolution offered as a paid add-on with the lawsuits/liens/judgments
warning before dissolving.
- New catalog services: carrier-closeout ($199), entity-dissolution ($199).
- CarrierCloseoutHandler orchestrates the sequential shutdown workflow
(final MCS-150 out-of-business, MC revoke, UCR cancel, IFTA/IRP + state
closures; dissolution branch for the add-on) as admin-tracked tasks.
- Sell-your-trucks: single shared form with quick-cash / marketplace / both;
name field is now a real first+last name (no corp-name prefill).
- tickets categories: add truck_sale_both, drop business_closeout (now an order).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
