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11 commits

Author SHA1 Message Date
justin
06e59965cc DOT D&A: instant PDF compliance-program binder (49)
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.
2026-06-02 19:28:58 -05:00
justin
b85be726b7 feat(fulfillment): bundle/exclusion enforcement + REQUIRED_FIELDS + intake wiring (Phases 1/1.5/2)
- compliance-orders: hazmat-phmsa/state-emissions products, full REQUIRED_FIELDS
  table for all DOT/state/hazmat slugs, BUNDLE_COMPONENTS dedup + MUTUALLY_EXCLUSIVE
  enforcement on /batch (single source of truth, exported)
- checkout: empty ADMIN_ASSISTED_SLUGS (state/hazmat now get intake links)
- services/__init__: register HazmatPHMSAHandler + state-emissions handler
- state_trucking: _summarize_intake admin-todo enrichment
- Wizard: wire StateTruckingIntakeStep + step labels
2026-06-02 03:51:25 -05:00
justin
b25d1f5fd3 trucking wrap-up: close-out becomes a paid order + workflow
- 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>
2026-05-31 01:01:02 -05:00
justin
e0ba8acc90 add pipeline orchestrator, mailbox 1583 flow, EIN + virtual-mailbox services
- Pipeline orchestrator: chains sequential fulfillment for new carrier bundles
  (formation → EIN → USDOT → MC → BOC-3 → MCS-150 → D&A → UCR)
- Mailbox setup: Anytime Mailbox provisioning with USPS 1583 e-sign + online notarization
- New services: ein-application ($79), virtual-mailbox ($149/yr)
- Registered all new handlers in SERVICE_HANDLERS
- Pipeline cron: every 5 minutes
2026-05-30 22:56:54 -05:00
justin
33da00fd89 50-state trucking compliance: services, checker, order page, CA landing
- Migration 079: state_trucking_requirements table seeded for all 51 jurisdictions
  (IRP, IFTA, weight-distance taxes, MCP/CARB, intrastate authority, state DOT)
- Migration 080: carrier_operating_states tracking table
- 13 new state trucking services in catalog ($99-$599)
- StateTruckingHandler with state-specific admin todos
- DOT compliance checker: 7 new state-level checks (IRP, IFTA, weight tax,
  MCP/CARB, emissions, intrastate authority, state DOT number)
- New API endpoint: GET /api/v1/dot/state-requirements
- DOT order page: state compliance service cards with auto-preselect
- California trucking landing page (MCP + CARB + IRP + IFTA)
- Fix: DOT checker nav missing Trucking/DOT section
- Fix: All 8 DOT intake pages missing style block (dangling text)
- Fix: DOT confirmation email now says "Order Confirmed" not "Action Required"
- Fix: MCS150/BOC3/StateTrucking handlers missing async process() method
- Fix: StateTruckingHandler connection leak + slug resolution

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-05-29 12:46:33 -05:00
justin
8149996107 Add 8 DOT/FMCSA services to catalog and handler registry
Service catalog (compliance-orders.ts):
- mcs150-update: $79 (MCS-150 biennial update)
- boc3-filing: $149 (BOC-3 process agent)
- ucr-registration: $79 + $59 gov fee (UCR annual)
- dot-registration: $149 (new USDOT number)
- mc-authority: $499 + $300 gov fee (operating authority)
- dot-drug-alcohol: $199 (D&A compliance program)
- dot-audit-prep: $399 (new entrant safety audit prep)
- dot-full-compliance: $499 (bundle)

Handler registry (__init__.py):
- MCS150UpdateHandler for admin-assisted filings
- BOC3FilingHandler for process agent designations
- Other DOT services use MCS150 handler pattern (admin todo)

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-05-28 22:43:57 -05:00
justin
0fc318cb38 Add 499-Q intake page, 499-Q handler, and 499-A discontinuance handler
499-Q Quarterly Filing:
- Intake page at /order/fcc-499q with simplified revenue form
  (4 fields: carrier's carrier inter/intra, end-user inter/intra)
- Zero-revenue confirmation checkbox
- Handler creates admin todo with filing details + sends client email
- Registers as fcc-499q in SERVICE_HANDLERS

499-A Discontinuance:
- Handler creates admin todo with step-by-step USAC instructions
  (file zero-revenue 499-A, request account closure, confirm CPNI/RMD)
- Sends client confirmation email explaining the process
- Compliance checker CTA: when user selects "No — cancel registration"
  in the 499-A toggle, shows discontinuance option ($299) instead of
  standard filing
- Order page maps form_499a_disc to fcc-499a-discontinuance slug

Compliance checker intelligence:
- 499-A toggle tracks _499aVariant (null/zero/discontinuance)
- CTA adapts: revenue=standard 499-A, zero=zero-revenue, cancel=discontinuance
- Reset clears variant flag

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-05-03 02:34:18 -05:00
justin
572f0cbf93 Implement 499-Q quarterly filing lifecycle
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>
2026-05-03 02:28:04 -05:00
justin
3e04a8fc16 Add zero-revenue 499-A filing at $179
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>
2026-05-03 02:04:18 -05:00
justin
2927b5cebb Add FCC Carrier/ISP Registration: API, checkout, handler, dispatch
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>
2026-04-29 08:48:36 -05:00
justin
f8cd37ac8c Initial commit — Performance West telecom compliance platform
Includes: API (Express/TypeScript), Astro site, Python workers,
document generators, FCC compliance tools, Canada CRTC formation,
Ansible infrastructure, and deployment scripts.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-27 06:54:22 -05:00