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>
Check objects use status field (red/yellow/green), not severity
(critical/major/minor). Logging was always recording 0 issues.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Was only reading pdf_checks, missing structured_checks. Also skip
minor-only issues — show major/critical that match email campaign data.
This fixes the "clean" result for carriers our audit flagged as deficient.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Loading message: shows estimated time (30-90 seconds) + rotating status
updates (RMD, CPNI, USAC, BDC, STIR/SHAKEN, compiling report)
- Timeout increased to 90s (was 60s)
- Error messages: "try again in a few minutes" (not "moments" or "check internet")
- New compliance_check_log table: logs every FCC lookup with FRN, entity,
IP, user agent, referrer, issue count, severity, response time
- Enables conversion funnel analysis and follow-up
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- 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>
Reusable signing flow: service handler generates document → inserts
esign_records row → emails JWT link → client reviews PDF + signs →
API stores signature + resumes pipeline. Works for RMD, CPNI, CALEA,
499-A engagement, discontinuance, CRTC, and any future doc types.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Sends to the monitoring bot immediately when payment is confirmed:
- Customer name and email
- Service/slug ordered
- Total amount (includes all fees: service + formation + state + addons)
- Payment method
- Order number and type
Fire-and-forget — never blocks the payment flow.
Requires TELEGRAM_BOT_TOKEN and TELEGRAM_CHAT_ID env vars on API container.
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>
After 499-A+Q bundle is filed, the handler now creates actual
compliance_orders for each remaining quarterly 499-Q filing:
Schedule: Q1 due Feb 1, Q2 due May 1, Q3 due Aug 1, Q4 due Nov 1
Each quarterly order:
- Created as paid (covered by bundle price)
- Has due_date, quarter, period_end_date in intake_data
- Links to parent 499-A order
- Tracks reminder status (30d/14d/7d sent flags)
Notification worker (quarterly_499q_notify.py):
- Runs daily at 8am CT via systemd timer
- Sends HTML reminder emails at 30, 14, 7 days before due
- Email includes intake link for client to submit quarterly data
- Late warning at 7 days: "USAC may estimate higher contributions"
- Idempotent: won't re-send same reminder level
Added fcc-499q service slug ($0, not sold standalone).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
New service slug fcc-499a-zero for carriers with no telecom revenue:
- $179 instead of $499 (no revenue analysis needed)
- Minimal intake: entity, officer, filer ID, filing type only
- Skips revenue schedules (blocks 3-4), USF calculations (block 5),
traffic study upload, and revenue workbook generation
- Fills blocks 1-2 and 6 only, all revenue lines left as zero
Compliance checker: shows both options (mutually exclusive checkboxes)
Order page: maps form_499a_zero to fcc-499a-zero slug
Handler: detects slug and skips revenue pipeline
DC Agent shown when either 499-A variant is checked
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
STIR/SHAKEN card creates confusion with OCN bundling on the order
page — if carried over, it doesn't auto-select OCN. Self-reported
RMD status also doesn't reliably indicate actual compliance.
Reverted to hidden (computed internally but not shown to users).
Removed STIR toggle and pending-question watcher for it.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
BDC Voice Subscription filing is required for all retail voice
providers (VoIP, CLEC, wireline) even without broadband service.
The compliance checker was asking about broadband first, which
caused voice-only carriers to overlook their BDC Voice obligation.
- Renamed card: "BDC Filing (Broadband + Voice Subscription Data)"
- Reversed question order: ask retail voice first, then broadband
- "No" for voice now says "No, or wholesale only" (wholesale exempt)
- Voice-only retail carriers correctly flagged for BDC Voice filing
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Uncomment STIR/SHAKEN check in fcc-lookup.ts — shows self-reported
implementation status from RMD filing
- Add toggle: "Do you originate calls or only terminate?"
- Terminate only → green, signing cert not required, file RMD as
partial implementation
- Originate or both → red, must have own STI certificate as of
June 2025
- Toggle integrates with pending-question system (CTA waits for answer)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Phase 3-5:
- API: POST /api/v1/fcc-carrier-registration (order creation with pricing)
- API: GET /api/v1/fcc-carrier-registration/:id (status)
- API: GET /api/v1/fcc-carrier-registration/state-fees (formation fees)
- Checkout: fcc_carrier_registration order type with Stripe line items
- Payment handler: dispatch worker + send confirmation email
- Pipeline handler: 8-step CRTC-style pipeline (formation → CORES → 499 →
DC Agent → State PUC → RMD/CPNI/CALEA/BDC → add-ons → final review)
- Job server dispatch map entry
- Service page CTA updated to link to order page
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>
Updated across 61 static HTML files (nav links), bundles catalog,
service page title/description/heading, and llms.txt.
URL stays /services/telecom/ipes-isp (no redirect needed).
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
set_value doesn't work for child tables like portal_users. Use
updateResource (PUT /api/resource/Customer) which handles it correctly.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- OfficerStep searches entity_cache for matching corporations when loaded
- Shows clickable suggestions with RA name and address to auto-fill Officer 1
- Pre-fills contact_name/email/phone from entity data (helps data-only filers)
- Corp search endpoint: state param now optional (searches all states)
- Corp search returns registered_agent and principal_address fields
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Wizard "Finish" button now submits intake data to the API
- New PUT /api/v1/compliance-orders/:id/intake endpoint saves intake data,
updates entity, re-dispatches worker, and unpauses batch siblings
- Shows success screen with portal link after submission
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Batch invoice creation now calculates actual total from line items
- Fixed JS syntax error: `className = "..." style="..."` was invalid JS
(style= outside string literal caused Unexpected identifier 'style')
- Portal menu: set hide_standard_menu=1 to remove duplicate sidebar items
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
CORES scraper sometimes returns empty address depending on server IP.
Now falls back to Headquarters Address from the FCC 499 filer detail
page, which is more reliable.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- GET /api/v1/compliance-orders/my-orders?email= returns all orders
grouped by batch, with USAC delegation status
- /account/orders page shows order history with:
- Entity name, FRN, batch ID, date, payment status
- Itemized services with pricing
- USAC delegation callout with confirmation button
- Auth-gated (requires login)
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Intake email now has "I've completed the delegation →" button
instead of "reply to this email"
- Button links to order success page with action=usac_delegation
- New API: POST /api/v1/compliance-orders/:id/usac-delegation
Records confirmation timestamp in intake_data and logs it
- Removed "reply to this email" from intake email
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>
