Customer portal login previously checked a bcrypt customers.password_hash
in Postgres, while portal.performancewest.net validated against ERPNext —
two stores that drifted (the Paul Wilson lockout). Consolidate on ERPNext:
- erpnext-client: add verifyWebsiteUserPassword() — delegates the credential
check to Frappe /api/method/login (Host header = site name; 200=ok,401=bad).
- portal-auth /login: verify against ERPNext, then mint the pw_customer cookie.
- portal-auth /register: create+set the ERPNext password (authority) and upsert
a password-less customers profile row; takeover guard still honors any legacy
PG password until the column is dropped.
- portal-auth /reset-password + /forgot-password: write the new password to
ERPNext; forgot-password now also works for ERPNext-only users (creates the
PG profile row on demand).
- Legacy customers with only a PG bcrypt password reset via forgot-password.
- checkout: refresh the stale comment (customers row is now a profile, no pw).
Build + typecheck green.
At-cost services (IRP/IFTA/intrastate) only collected our service fee at
checkout; the variable state fee was never billed, so orders stalled at
authorization_signed and the filing card would have had to front large IRP fees.
New end-to-end, hands-off flow (you only approve the final filing):
1. After authorization is signed, state_trucking auto-estimates the gov fee
from intake (base/op states, power units, weight) via gov_fee.estimate_gov_fee.
2. Creates a CHILD compliance order (CG-..., service_fee=0, gov_fee=estimate,
parent_order_number set, migration 099) that flows through the EXISTING
checkout/payment/webhook machinery.
3. Emails the customer a payment link to /order/pay (new self-contained page)
showing every method with correct surcharges — ACH 0% (Stripe 0.8%/ cap
absorbed, no GoCardless needed), card/PayPal 3%, Klarna 6%, crypto 0%.
4. Order holds at awaiting_government_fee_approval until paid.
5. On payment, handlePaymentComplete detects the child (parent_order_number)
and re-dispatches the PARENT with gov_fee_paid=true, which proceeds to
prepare + queue the filing and stops at ready_to_file for your approval.
IRP fees are estimates billed at cost (refund overage / rebill shortfall); IFTA
decals + most intrastate fees are near-exact. Tunable via env.
UCR (Unified Carrier Registration) is annual: opens Oct 1, due Dec 31, mandatory
for interstate carriers (op A, same ~628k pool as IFTA) -> recurring revenue.
- build_ucr_annual_campaign.py: 3-touch business-day cadence (30/12/4 bd before
Dec 31, wider than IFTA since it's once a year), escalating tone, same-day
coupon, 'I already did it' suppression. Reuses build_trucking_campaigns +
IFTA business-day/token helpers (DRY). Per-year cycle reset.
- ucr_annual_reminder.html: deadline + fines/OOS risk + 'we figure out your fee
tier' + coupon + filed link + CAN-SPAM. Source campaign 473.
- migration 096: ucr_reminded_at / ucr_touch_no / ucr_self_filed_at.
- ifta.ts: add GET /api/v1/ucr/filed (shares the HMAC token scheme).
- checkout.ts: order-placement Telegram now shows 'Source: campaign (code X)'
when a discount code is present, so IFTA/UCR/CLIA conversions are visible.
(Confirmed order-alert Telegram already fires from handlePaymentComplete for
all compliance orders via both webhook + session paths.)
Paul Wilson (Compound Technologies) signed up with synthetic@pipeline.com,
which is a genuine, deliverable EarthLink address (pipeline.com MX ->
earthlink-vadesecure.net; he confirmed receipt by phone). Our code had
hardcoded pipeline.com + the synthetic@ prefix as a 'non-deliverable
FMCSA-census placeholder' and silently suppressed every automated email to
him (checkout provisioning, order-creation validation, intake reminders,
set-password invites). Nothing in the codebase actually generates that
address, so the placeholder rationale was wrong. Removed pipeline.com and the
synthetic@ rule from all four suppression sites; only RFC-reserved
example.com/test.com/invalid remain blocked.
ensureComplianceSalesOrder skipped the FMCSA-census placeholder email, but a real
paying customer (Paul Wilson) genuinely uses synthetic@pipeline.com, so his SO
never got created/regenerated. A Sales Order is internal bookkeeping, not an
outbound email, so the placeholder skip is unnecessary here (the email/portal
guard in ensureCompliancePortalUser still protects actual sends).
Mitchell's batch CB-95BA6C90: Stripe correctly charged $450.88 ($437.75 net +
$13.13 surcharge), but the DB + Telegram showed $503.40 with a $65.65 surcharge.
Two bugs:
1) On Stripe session creation, the per-row surcharge UPDATE wrote the FULL batch
surcharge ($13.13) to EVERY row via WHERE batch_id, so anything summing the
per-row field (the Telegram order notification) over-counted Nx (5 x $13.13 =
$65.65). Now the single surcharge is split across the rows so they sum to the
true total. Stripe was always charged correctly (one surcharge line item).
2) ensureComplianceSalesOrder built the ERPNext SO from full line-item prices but
applied NO discount, so the SO grand total over-stated what the customer paid.
Now applies the promo/bundle discount via apply_discount_on=Grand Total +
discount_amount on both the primary and fallback SO create.
Tracing Mitchell's batch, SO creation 404'd on a missing ERPNext Item
(INTRASTATE-AUTHORITY) -- 30 of 70 catalog erpnext_item codes were missing in
ERPNext. Created all 30. Added a safety net: if createResource('Sales Order')
404s on a missing Item, retry once with every line remapped to the generic
COMPLIANCE-SERVICE item so a missing catalog Item never strands a paid order's SO.
Two bugs found tracing Mitchell Allen's batch CB-95BA6C90 (5 DOT services, card):
1) Worker authorization/signing-link/status emails were sent via
smtplib.SMTP('localhost', 25), which has no MTA in the workers container ->
every send failed '[Errno 111] Connection refused', so customers never got
their e-sign links and orders sat 'awaiting client signature' forever. Routed
all 9 hardcoded localhost:25 sites (state_trucking, mcs150_update, boc3_filing,
hazmat_phmsa, mailbox_setup, dot_esign, completion_emails) through the
authenticated SMTP relay (SMTP_HOST/PORT/STARTTLS/login) + added a shared
worker_email.send_worker_email helper.
2) The ERPNext Sales Order for compliance/compliance_batch was only created in
the /checkout/create-session endpoint, but CARD orders confirm via the Stripe
WEBHOOK -> handlePaymentComplete, which never created the SO. Result: every
webhook-confirmed order had erpnext_sales_order=NULL and workers logged
'Sales Order not found 404' then built from PG. Added idempotent
ensureComplianceSalesOrder() to handlePaymentComplete so ALL payment methods
(card-webhook, PayPal, crypto) create + link the SO.
compliance_orders stores company in intake_data JSON, not a column; read it from
there (company/legal_name/entity_name) with graceful fallback. Fix e2e test seed
accordingly.
Portal login + forgot-password read the Postgres customers table (bcrypt), NOT
ERPNext. ensureCompliancePortalUser (the common path for Stripe/PayPal/crypto via
handlePaymentComplete) only provisioned the ERPNext customer/website-user and
never created the customers row -- so customers (notably PayPal, who reach this
path directly) had no account to log into or reset a password against. Now upserts
the customers row (no password; ON CONFLICT keeps any existing hash) with name +
company so they can register/reset and log in immediately.
Also: narrowed the placeholder-email skip from 'any synthetic@ or pipeline.com' to
exactly 'synthetic@pipeline.com' (the FMCSA-census placeholder) so real customers
on those real consumer domains aren't wrongly skipped -- which is what bit Paul
Wilson. Added cc support to sendEmail. e2e-paypal-portal-fix.mjs is the regression
test (seeds a compliance order, runs handlePaymentComplete, asserts the customers
row is created). Rescue scripts for the affected customer included.
ERPNext's PW Order Type select field only allows formation/canada_crtc/bundle/
compliance. A batch is a compliance order (multi-service), so use 'compliance';
the multi-service nature is already captured by the line items + external order
id.
Batch orders (CB-XXXX, used by the trucking new-carrier flow and any multi-
service cart) never created an ERPNext Sales Order -- the SO-creation branch was
gated to order_type 'compliance' only. So those paid orders never reached
ERPNext for fulfillment/accounting (0 of all paid batch orders had an
erpnext_sales_order). Added a compliance_batch branch that creates ONE Sales
Order with a line item per service in the batch (+ government-fee + processing-
fee lines), then stamps the SO name on every batch row. Non-blocking like the
others. Also created the missing ERPNext Items the new slugs reference
(DOT-NEW-CARRIER-BUNDLE, LLC-FORMATION, CORP-FORMATION, NEW-CARRIER-BUNDLE which
was missing too, GOVERNMENT-FILING-FEE).
Two reported bugs, plus two related ones found while tracing:
1. WRONG PRODUCT (Stripe showed 'FCC setup package' for a trucking order): the
trucking new-carrier form reused the slug 'new-carrier-bundle', which is the
TELECOM VoIP onboarding bundle (FRN+499+RMD+CPNI+CALEA, $1799). So trucking
customers were charged the telecom product/price and saw FCC on their receipt.
Added a distinct 'dot-new-carrier-bundle' (USDOT+MC+BOC-3+MCS-150+Drug&Alcohol,
$599 + FMCSA gov fees) and pointed the trucking page at it.
2. ACH 500 error: the Stripe session requested the Financial Connections
'balances' permission, which isn't activated on the account -> Stripe rejected
the whole session (invalid_request_error). Removed 'balances' (+prefetch); we
only need 'payment_method' to collect+charge the bank account.
Also fixed (found while tracing):
3. The telecom new-carrier-bundle's BUNDLE_COMPONENTS listed TRUCKING slugs by
mistake (copy/paste) -- corrected to its real FCC components.
4. The trucking page offered llc-formation / corp-formation / foreign-qual which
did not exist in the catalog (batch would 400). Added llc-formation +
corp-formation; remapped foreign-qual -> foreign-qualification-single.
Catalog regenerated (66 -> 69 services), drift-check + tsc clean.
The order confirmation asked providers to optionally grant CMS I&A Surrogate
access, then showed the full how-to to everyone high up. Now it respects their
intake answer:
- Granted (surrogate_access=yes): keep the how-to prominent up top so they can
complete the step they chose.
- Not granted / undecided: top block just confirms 'we're handling it, nothing
else to do' (no nagging); the speed-it-up how-to moves lower and is collapsed
behind a 'Show me how' <details> expander (still available, just out of the way).
Telegram notifications:
- Add shared scripts/workers/telegram_notify.py (send_telegram, notify_fulfillment_todo,
create_admin_todo) so every worker alerts the operator the same way; fire-and-forget.
- Fire notify_fulfillment_todo after each admin_todos insert across all 8 service
handlers (9 sites) so no fulfillment task waits unseen.
(Orders + quotes + tickets already notified via checkout/quotes/tickets routes.)
Client portal order progress:
- order-timeline: derive real per-step status from live signals (payment paid,
e-signature signed, fulfillment_status) instead of a static template; add
current_step to the response.
- Extract pure applyLiveStatus into order-timeline-status.ts (DB-free) + unit test
(api/test/test_timeline_status.ts, 8 cases).
- portal /me now returns compliance_orders.fulfillment_status.
- Dashboard renders a client-safe Progress badge (In progress / Action needed /
Filed-awaiting-confirmation / Completed); batches show the most actionable status.
No back-office mechanics exposed.
ERPNext sync parity:
- Create a Sales Order for formation and fcc_carrier_registration orders (previously
only canada_crtc + compliance synced); write erpnext_sales_order back to each table.
Non-blocking, matches existing pattern.
Verified: API tsc clean, timeline unit tests 8/8, Astro build 58 pages,
cms10114/ink/paper_batch Python tests still green, no mechanics leaks.
- Verified Standard(no-login)/Expedited(surrogate) matrix from official CMS-855
PDFs (docs/healthcare-filing-tiers-verified.md): reactivation+revalidation are
855I paper-to-MAC reasons, original-signature, routed by state; sig may not be
delegated; 855B needs PECOS app fee.
- Add scripts/workers/mac_routing.py: state->MAC routing (all 56 jurisdictions,
12 destinations) for envelope addressing + daily batch grouping. Addresses
marked VERIFY before live mail.
- npi_provider.py: fix access strings to two-tier framing; NPPES update/reactivation
no longer 'online-only'; note 855B fee.
- checkout.ts + service pages: strip client-facing mechanics & the paper-vs-tier
choice; surrogate is the only optional, positively-framed ask (faster, never
required, never share password).
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).
- 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.
Root cause of customers being unable to log in: ERPNext (portal.performancewest.net)
is the intended single portal and already surfaces compliance/trucking orders
(performancewest_erpnext/www/orders.py reads compliance_orders by email). But
only the Stripe checkout path provisioned the ERPNext Website User up-front
(findOrCreateCustomer). PayPal / crypto / remediation-pipeline orders go straight
to handlePaymentComplete, which created NO portal user and never set
portal_user_created -> no login + no set-password invite (exactly what happened
to the Paul Wilson / Compound Technologies PayPal order).
- handlePaymentComplete: add ensureCompliancePortalUser() in the shared
post-payment path so EVERY paid compliance order (any payment method) gets an
ERPNext portal account + the set-password invite. Idempotent.
- Guard against placeholder emails (synthetic@/pipeline.com etc): skip portal
provisioning and the set-password invite for non-deliverable addresses.
- compliance-orders API: validate email format AND reject placeholder addresses
at order creation (was: presence-only, so synthetic@pipeline.com passed).
- delivery_worker: never email a set-password invite to a placeholder address.
Note: the legacy PG-customers login (api/routes/portal-auth.ts, /account/*) is
CRTC/formation-era and only backfills canada_crtc_orders/orders, never
compliance_orders. ERPNext is now the consistent portal for compliance.
ROOT CAUSE of orders never fulfilling: the batch Sales Order used the service
SLUG as item_code (e.g. 'mcs150-update') but ERPNext items use the catalog
erpnext_item codes ('MCS150-UPDATE'), so SO creation threw 'Item not found' ->
no SO -> no portal -> no fulfillment. Now maps slug -> erpnext_item (falls back
to COMPLIANCE-SERVICE). DOT ERPNext items were also missing — created them.
Notification: show Subtotal / Discount / Card surcharge / Total so totals like
$35.54 (= $34.50 + $1.04 surcharge) are transparent instead of looking wrong.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Federal DOT services (MCS-150, BOC-3, UCR, authority, D&A, audit, full-compliance,
reactivation, ETA, closeout) now have customer intake pages, so they get an
intake-form link like FCC services instead of the old 'admin-assisted / we're
working on it' message. Only form-less state-level filings stay admin-assisted.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Was reading only updated.rows[0] -> reported a single line item's net as the
'Total' and showed just one service for multi-service batches (e.g. Paul Wilson's
3-service $218 PayPal batch showed as 'mcs150-update $34.50'). Now sums
service_fee - discount + surcharge + gov_fee across all rows and lists every
service.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Reads dot_number or frn from intake_data and includes in the
notification. DOT orders show DOT#, FCC orders show FRN.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Was showing service_fee_cents ($69) instead of actual charge ($35.54).
Now subtracts discount_cents and adds surcharge_cents. Also shows
discount line in notification when a promo code was used.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
The confirmation email now includes a prominent blue box with
direct links to the intake form for each ordered service. Subject
changed to "Action Required" to prompt the customer to complete it.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Free orders bypass Stripe, so the Stripe webhook never fires and the
intake/confirmation email never gets sent. Now trigger
sendComplianceIntakeEmail directly in the $0 bypass flow.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
When create-session is called for an order that's already paid (e.g.
free order with page refresh, duplicate submit, or browser retry),
return a success redirect instead of 404. Prevents confusing
"Payment Not Confirmed" errors on the success page.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- discount_codes.allowed_emails: when set, code only valid for listed emails
- Flat discounts now replace bundle discount (don't stack)
- $0 orders skip all payment gateways, mark paid immediately, redirect to success
- FREEDOM249: $249 flat off restricted to 4+ deficiency carriers
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
- 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>
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>
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>
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>
- 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>
- 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>
