When 499-A shows as past due, asks:
- "Yes — I need to file" → keeps red, notes each year priced separately
- "No — I had no telecom revenue" → yellow, explains zero-revenue
filings still required for each year with active filer ID
- "I want to cancel my 499 registration" → yellow, explains catch-up
filings must be completed first, offers to handle cancellation
All options have "Change answer" undo buttons.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- RMD "not found" now asks "Do you provide any voice services?" with
Yes/No buttons. Clicking No turns it green (data-only, not applicable).
Includes "Change answer" undo button.
- DC Agent checkbox hides and unchecks when Form 499-A is unchecked,
reappears when 499-A is re-checked.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Adds financial_connections with balances permission and prefetch
to Stripe Checkout sessions when payment_method is ACH. This uses
Plaid to verify the customer's bank account balance before accepting
payment, reducing ACH return risk.
- permissions: ["payment_method", "balances"]
- prefetch: ["balances"]
- verification_method: "instant"
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
1. BDC Yes/No buttons now have "Change answer" undo — clicking
Yes or No is reversible without re-running the check
2. intake_data JSON.parse wrapped in try/catch with error logging
instead of silently returning empty object
3. All CTA price displays use .toFixed(2) for consistent formatting
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
1. CRITICAL: Add compliance_batch to stripe session tableMap —
session IDs weren't being stored for batch orders
2. CRITICAL: Fix batch orders using order_number instead of batch_id
when storing stripe_session_id
3. MAJOR: Tax deductibility note only shows for compliance orders,
not CRTC/formation/bundles
4. MAJOR: Identity verification fallback changed from localhost:4321
to performancewest.net with warning log
5. MEDIUM: Fix discount rounding — last service absorbs remainder
to prevent cent loss across batch orders
6. LOW: Validate at least one paid service in batch orders
7. Standardize support email to info@performancewest.net everywhere
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Sends next-steps email with services list, USAC delegation
instructions for 499-A, and multi-year catch-up note.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Explains that each missed year is filed and priced separately
- Tells user we'll contact them for USAC E-File delegation after order
- "Not sure what you need?" leads to the free assessment form
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Results now show as proper clickable cards with:
- Entity name (bold), DBA (if different from legal name)
- FRN (monospace) and Filer ID on the right
- Clear "click to check compliance" hint
- Bordered list with dividers and hover state
- Hides results after selection
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The quote form code had TypeScript casts (as HTMLInputElement, as
HTMLButtonElement) in a plain <script> tag. Browsers can't parse
TypeScript — this killed the entire page script silently.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Docker layer caching was serving old site content after git pull
because file timestamps didn't change enough to bust the cache.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
"Contact us" now opens an inline form that submits a ticket
to ERPNext via POST /api/v1/tickets with category "quote".
Pre-fills entity name, FRN, and overdue items from the check.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Spreading a string gives individual characters ("C,a,r,i,e,r...").
Filter as string values instead.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Tailwind purges bg-orange-500 since it's not in the safelist.
Use inline style to guarantee the orange button renders.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Replace rsync deploy with git pull workflow
- Add CLAUDE.md with deployment rules to prevent file clobbering
- Add .gitignore for node_modules, dist, .env, etc.
- Deploy script now supports: ./deploy.sh prod | ./deploy.sh dev
- Enforces committed changes before deploy
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
