Conversion fix for the checkout drop-off (54 sessions reached an /order/ page
over 3 days, 0 advanced to payment). Root cause was friction, not a bug: every
order page dropped a cold email-click straight into a 28-field intake Wizard
before showing any payment option.
- New ExpressCheckout.astro: payment-first entry. Shows price + the minimal
fields the API needs (prefilled from public records: ?dot= FMCSA census for
trucking, ?npi= NPPES lookup for healthcare) + Continue to payment. Creates a
single-service batch-of-one (POST /compliance-orders/batch, which does NOT
gate Stripe on intake_data_validated) then create-session -> Stripe. Full
intake is collected AFTER payment via the per-service 'Complete Your Intake
Form' email the webhook already sends (links to /order/<slug>?order=CO-xxx,
which re-enters the Wizard in paid-intake mode).
- New OrderFlow.astro: single source of truth replacing ~50 near-identical thin
Wizard wrappers. Trucking + healthcare default to payment-first (express on
top, marketing hero moved BELOW the CTA). Telecom + corporate keep Wizard-first
(rich pre-payment FCC/499 intake, no public-records prefill). Paid-intake
re-entry (?order=/?token=) always renders the full Wizard.
- Rewrote all 50 /order/*.astro pages to use OrderFlow (foreign-qualification
keeps its multi-state toggle via slotted content).
- Fixed the dead Tawk.to live-chat widget site-wide: the snippet set an invalid
crossorigin='*' attribute, forcing the browser into anonymous CORS mode and
blocking the script (0 chat requests fired anywhere). Removed it to match
Tawk's official snippet (footer partial + 73 static public/*.html files).
Verified: build clean; express on top with hero below; ?dot=/?npi= prefill;
paid-intake re-entry swaps to Wizard; telecom stays wizard-first; batch-of-one
-> live Stripe URL; both POST endpoints allow the prod origin via CORS.
Email security gateways (Microsoft Defender Safe Links / ATP, Proofpoint,
Mimecast, Barracuda, etc.) auto-fetch and often render every link in a
campaign email to scan for malware. The advanced ones drive a real headless
browser, execute JS, and fire Umami pageviews/clicks that masquerade as human
visits -- inflating campaign click-through.
New site/public/js/pw-bot-filter.js queries multiple real-browser signals and
gates Umami via its official data-before-send hook (umamiBeforeSend), dropping
all events when the visitor is a bot. Signals (from empirical chromium probing):
decisive: navigator.webdriver, HeadlessChrome UA, known scanner UAs, zero/
collapsed screen|viewport|outer geometry, window LARGER than the
physical screen (impossible on real HW; uses outerW/H so page zoom
does not false-positive), software GPU rasterizer (SwiftShader/
llvmpipe/swrast via WebGL UNMASKED_RENDERER), zero logical CPUs.
soft (>=2 to trip): tiny screen, inner>screen, low color depth, empty
navigator.languages, no input device (no fine/coarse pointer + no
hover + 0 touch), no WebGL on a desktop UA.
Designed to FAIL OPEN: only strong/corroborated evidence suppresses, so real
visitors (incl. zoomed, privacy-tooled, remote-desktop, kiosk) still count.
Wired before the Umami tag in Base.astro (Astro pages) and all 86 static
public/**/*.html pages; both load with defer so order is guaranteed and the
hook is defined before Umami reads it.
Tested end-to-end with chromium (site/tests/bot-filter.test.sh, 4/4):
default headless-new, spoofed-Windows-UA + normal 1366x768 window, and
spoofed-UA + 1x1 window are all caught; hook returns null to drop the event.
1. Email: add a 'Problem with your order? We're here to help' support band to
the shared htmlEmail() footer, so EVERY transactional email (confirmation,
portal link, receipts) has a prominent 'Get help with your order' button
linking to /contact. Less silent frustration -> fewer chargebacks.
2. NPI order form: entering a 10-digit NPI now auto-fills provider name, practice
state, and specialty from the live NPPES lookup (same API as the free
compliance-check tool), with a 'Found: <name>' confirmation. Only fills empty
fields so it never clobbers edits.
3. NPI order form: read ?npi= from the URL so the email 'Start my revalidation'
click lands with the NPI prefilled and the rest auto-filled (was being
ignored entirely before).
4. Support FAB: add the floating help button + panel to 27 static public pages
that were missing it (order, portal, trucking, survey, upload pages), so help
is one click away everywhere.
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.
- Created /js/pw-analytics.js with conversion funnel events
- Added to Base.astro layout (all Astro pages) + 6 static HTML pages
- Events tracked: compliance-check-start, compliance-check-complete,
order-cta-click, checkout-page-view, checkout-start, esign-opened,
esign-submitted, campaign-click (UTM attribution), contact-form-submit
- Server-side payment-complete event from checkout webhook via Umami API
- Auto-tracks any element with data-track="event-name" attribute
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Critical #1 — CRTC: Fix undefined 'province' variable (canada_crtc.py:1322)
Crashes every order at Step 6 document generation. Replaced with
order_data.get("custom_incorporation_province", "BC").
Critical #2 — FCC Carrier Reg: Add State PUC state picker
The order page collected "1/few/nationwide" but API expected an array
of state codes. Added a multi-state checkbox grid that appears when
State PUC add-on is checked. Sends puc_states: ["CA","NY",...] in
service_wizard. Price updates per-state ($399 × count).
Critical #3 — Compliance: Add REQUIRED_FIELDS for fcc-499q and
fcc-499a-discontinuance. Without these, intake validation was
completely skipped — invalid data accepted silently.
High #4 — FCC Carrier Reg: Don't mark D.C. Agent complete
prematurely. Was calling _update_step() right after creating the
admin todo. Now waits for admin to confirm NW order is placed.
High #5 — Compliance: Add fcc-499q and fcc-499a-discontinuance to
REQUIRES_ENTITY_FRN set. Both require FRN for USAC filing.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Users could skip Q1b (customer type) and Q2 (voice delivery) and
hit Next — the wizard silently defaulted to retail. Now validates:
- Q1b must be answered (customer type selected)
- Q2 must be answered if voice is checked and not wholesale-only
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Wholesale providers that only receive/terminate pre-signed calls don't
need a STIR/SHAKEN signing certificate. Info box explains: originating
providers must sign with own cert (as of June 2025), but
terminating-only providers just verify signatures (software config)
and file RMD as "partial implementation."
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Q5 was shown immediately on voice/broadband checkbox, before Q1b
(customer type) was answered — always defaulting to retail variant.
Now Q5 only appears after Q1b is answered, and the correct variant
(retail vs wholesale) is set at that point.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Explain that non-interconnected VoIP means voice apps without phone
numbers (e.g. Microsoft Teams, Discord) to distinguish from
interconnected VoIP which connects to the PSTN.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Non-interconnected VoIP, satellite, paging, private radio, and other
specialized services have different registration requirements. Show
a yellow info box under Q1 directing these users to contact us for
a custom assessment instead of using the wizard.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Retail carriers: ask where end-user customers are located, explain
state PUC nexus (registration triggered by customer location, not
incorporation). Wholesale carriers: simplified question about carrier
customer regions, explains they generally don't need state PUC
registration since the retail carrier holds the state obligation.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Wholesale voice carriers run their own switching by definition — the
Q2 options (reseller, UCaaS, own switch) are retail delivery models.
When wholesale is selected in Q1b, Q2 is hidden and Q3 (infrastructure
needs: LCR, DIDs, interconnection, STIR/SHAKEN) is shown directly.
voiceDelivery is auto-set to own_switch for wholesale.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
State PUC registration is triggered by customer location, not
incorporation state. Telecom services use local infrastructure
(switches, numbers, towers) creating attributional nexus. Rewritten
Q5 explains this and provides guidance: ~27 states need full
certification, ~9 registration only, ~5 minimal. Shows PUC info
box for multi-state/nationwide selections.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
When carrier selects "Yes" to international services on Q6, show a
Canada CRTC recommendation box explaining: direct Canadian DIDs,
lower termination rates vs US gateway routing, CRTC interconnection.
Links to /order/canada-crtc with pricing.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- CALEA: wholesale-only carriers exempt as "interconnecting carriers" per
FCC rules. Only retail/both customer types trigger CALEA SSI requirement.
- New Q6 "Will you offer international services?" appears after Q5.
Triggers International Section 214 Authorization add-on ($1,499).
- Section 214 info box explains when it's required.
- Customer type question (Q1b) is now visually separate from service
type checkboxes to avoid confusion.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The retail/wholesale radios were visually mixed in with the voice/broadband
checkboxes, making it easy to misread "Wholesale" as a service type.
Moved to a distinct Q1b section "Who are your customers?" that only
appears after checking voice or broadband. Single selection covers
both services (retail / wholesale / both).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Voice and broadband can have independent customer models (e.g. wholesale
voice + retail broadband). Each service type now gets its own inline
retail/wholesale/both radio when checked. Derivation logic updated:
- Voice carriers always need RMD+CPNI regardless of mode
- BDC only required when broadband has retail end users
- CALEA still triggered by voice or facilities-based broadband
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
wizard.addonFee was being subtracted and then recalculated each call,
causing prices to accumulate/subtract randomly on checkbox toggle.
Simplified to just sum base + checked addons + formation fees.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Base package includes CORES/FRN, Form 499, DC Agent, RMD, CPNI, CALEA,
BDC — all shown as included with checkmarks. Wizard determines which
are relevant (grayed out if not needed for service type).
Only STIR/SHAKEN (+$499), OCN (+$2,650), State PUC (+$399/state),
and formation are itemized add-ons.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Phase 1-2 of the new registration product:
- Migration 075: fcc_carrier_registrations table with full pipeline status,
service wizard answers, entity choice, pricing, idempotency tracking
- Order page with 5-step wizard:
1. Service wizard (voice/broadband/wholesale + delivery method + infra needs)
2. Registration checklist (auto-determined + add-ons with dynamic pricing)
3. Entity choice (existing FRN search OR new formation with nexus guidance)
4. Contact & officer info
5. Review & payment with engagement clickwrap
Still needed: API endpoint, checkout integration, worker pipeline handler.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>