The site header / Services mega-dropdown was duplicated across two render
systems (Astro pages via Base.astro->nav.html, and ~80 pre-rendered static
public/**/index.html pages each embedding their own copy). They had drifted
into 5 different variants (missing 'New Carrier Setup', misplaced Healthcare
column, NEW vs FREE badges, em-dash encoding differences), so
dev.performancewest.net, the order pages, and the rest of the site disagreed.
- Make site/src/partials/nav.html the single source of truth (adopts the most
complete variant).
- Add scripts/sync_nav.py to rewrite every static page's <nav> block from
nav.html (idempotent; --check guards against drift in CI/deploy).
- Run the sync automatically in deploy.sh and scripts/deploy-dev.sh.
- Deprecate scripts/inject_healthcare_nav.py (now delegates to sync_nav.py).
- Neutralize the broken no-op SiteNav.astro component.
All 80 headers + the Astro-built order pages now render the identical dropdown.
Copy: drop paper/electronic/fax framing across the revalidation + enrollment
marketing pages and the order-confirmation email; present two service tiers:
- Standard filing (no CMS account; we prepare CMS-855, you sign, we submit to MAC)
- Expedited filing (CMS I&A surrogate access; same-day PECOS filing + tracking)
Internal worker todos + the _STANDARD_FILING_SLUGS identifier updated to match.
New scripts/test_healthcare_e2e.py validates the whole order line (slug
consistency x6 places, price agreement, intake field collection+enforcement,
worker dispatch, handler execution producing CMS-855 PDF+anchor, free-tool
action_urls). 45 checks.
Bugs found + fixed by the test:
- medicare-enrollment requires practice_state server-side but the wizard never
enforced it -> orders could be paid then stall. Wizard now requires it.
- determine_form_type defaulted org NPIs to the individual 855I because
enumeration_type is never collected -> wrong form, CMS rejection. Now does a
live NPPES lookup (safe 855I fallback).
The site's pre-rendered public/**/index.html pages each embed their own copy
of the Services mega-dropdown and do not read src/partials/nav.html, so the
earlier nav.html-only edit never appeared. inject_healthcare_nav.py adds the
canonical Healthcare block (Medicare Revalidation, Medicare Enrollment, NPI/
NPPES Services, free NPI Compliance Check) to the desktop Column 3 + mobile
menu of all 80 static pages. Idempotent.
- 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.
- 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.
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
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.
Astro hoists multiple step scripts from Wizard even when the step is not
rendered on the current order page. Several steps bound DOM elements at load
time with no presence check, causing null addEventListener errors on unrelated
order pages.
Add step-presence guards to the obvious offenders used by the shared wizard:
IccImportStep, Block6CertStep, WirelessStep, BundledServiceStep, CPNIStep,
and LNPARegionStep.
- Guard PaymentStep DOM bindings so its hoisted script no longer throws on
pages without a payment step.
- Remove the correct wizard nav element on successful intake submit
(pw-wizard-nav, not the nonexistent pw-wizard-footer).
The cold-visitor Finish flow created the order then called Stripe Checkout
directly, which is gated on intake_data_validated=true and returned 422
INTAKE_NOT_VALIDATED. Now call POST /compliance-orders/:n/validate between
create and checkout (matching the token-order flow), and surface any missing
required fields to the user instead of a raw HTTP error.
Add TruckingValueNotice on the 14 state trucking order pages. Each page now
shows, near the price:
- 'You already owe this' reframe: the tax/fee is a liability the moment the
carrier operates in the state; we do not create it.
- Per-program 'how you protect and recover money' bullets (IFTA fuel-tax
credits/refunds, IRP apportionment vs trip permits, avoided penalties,
citations, out-of-service, and protected operating revenue).
- 'Is this a tax write-off?' section: BOTH our service fee AND the state
tax/fee paid are deductible business expenses (IRC 162), with the exact
return line per entity type (Schedule C / 1120 / 1120-S / 1065), mirroring
the telecom TaxDeductibilityNotice pattern. Fuel taxes noted as part of
fuel cost.
Not tax advice; disclaimer included.
- 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).
Campaign CTA buttons link to /order/<slug>?dot=1234567. Add a fast local-only
GET /api/v1/dot/census endpoint (vs the heavy 12s live /dot/lookup) and a ?dot=
branch in the Wizard that seeds intake_data from the carrier's cached FMCSA
census record (name, email, base state, city/street/zip, power units). The
existing StateTrucking step already prefills its inputs from intake_data, so the
form now shows up pre-populated. Best-effort: only fills empty fields, never
blocks the form, never overwrites visitor input.
Fills the 7 missing /services/trucking/* pages referenced by
setup_trucking_campaigns.py (kentucky, new-mexico, connecticut done earlier;
these 4 complete the set). Each follows the Oregon page template with
service-specific requirements + CTAs routing to the correct /order/ page.
Add /order/{irp-registration,ifta-application,ifta-quarterly,or-weight-mile-tax,
ny-hut-registration,ky-kyu-registration,nm-weight-distance,ct-highway-use-fee,
ca-mcp-carb,state-dot-registration,intrastate-authority,osow-permit,
state-trucking-bundle,hazmat-phmsa,state-emissions,usdot-reactivation}.
Each renders the slug-gated state-trucking intake wizard. Site builds 48 pages,
new routes verified to render correct intake sections.
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.
Adds Tawk_API.onLoad mobile guard (max-width 768px -> hideWidget) in shared
footer snippet and current built pages so mobile browsers no longer get the
proactive text bubble covering content.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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>
Gap: dot-registration (new USDOT=MCS-150) routed through intake but never asked
for photo ID; usdot-reactivation, emergency-temporary-authority, carrier-closeout
(final MCS-150 + authority revocation), entity-dissolution, and entity-upgrade-
bundle weren't wired to collect it at all.
- intake_manifest: route usdot-reactivation, ETA, carrier-closeout,
entity-dissolution through the dot-intake step
- DOTIntakeStep DOT_SECTIONS: add dot-sec-photo-id for dot-registration and all
the above (operations + photo ID)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Auto-uncheck conflicting services: closing-down (carrier-closeout, entity-
dissolution) vs any operational filing; new USDOT vs reactivation; new USDOT
vs MCS-150 update.
- Hero: removed 'this is all we do' (we also do telecom); 4-col grid.
Co-Authored-By: Claude Opus 4.8 (1M context) <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>
4-card dark hero: specialized in trucking compliance, fast turnaround (1-2 days),
attention to detail (verified against current FMCSA reqs), real people/support.
Trust bar updated: No Login.gov required + Klarna added.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
These were missing — the ETA button in email 188 linked to the order page
with services=emergency-temporary-authority but no matching checkbox existed.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- order/dot-compliance: add carrier-closeout ($199) + entity-dissolution ($49)
cards so the checker's wrap-up CTA actually resolves (was a dead-end: no
matching data-slug checkbox to pre-select)
- new-carrier flag: drop the 'not tax advice / we'll confirm' hedge, reframe
confidently as a fee/cost point (not taxes); only show the Wyoming-LLC caveat
when Wyoming is actually selected
- checker: fix malformed inline style on the sell-truck textarea (missing ;)
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
When forming or operating in CA (gross-receipts fee >$250k), TN ($300 vs $20
report), or NY (LLC publication + filing fee), show an advisory with the reason
and a one-click 'Use a corporation'. Keyed off wiz.entityState/baseState.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
