f8cd37ac8c
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>
444 lines
14 KiB
Python
444 lines
14 KiB
Python
"""
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document_delivery.py — Email formation documents to customers.
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Sends a professional HTML email with attached formation documents
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(Articles of Organization, EIN letter, operating agreement, etc.)
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and updates the order status to 'delivered'.
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Environment variables:
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DATABASE_URL PostgreSQL connection string
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SMTP_HOST SMTP server hostname
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SMTP_PORT SMTP server port (default: 587)
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SMTP_USER SMTP username / from address
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SMTP_PASS SMTP password
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Usage:
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python -m formation.document_delivery <order_id>
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"""
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from __future__ import annotations
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import email.mime.application
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import email.mime.multipart
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import email.mime.text
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import json
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import logging
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import mimetypes
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import os
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import smtplib
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import sys
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from datetime import datetime, timezone
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from pathlib import Path
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import psycopg2
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import psycopg2.extras
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from .states import STATES
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# ---------------------------------------------------------------------------
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# Configuration
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# ---------------------------------------------------------------------------
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DATABASE_URL = os.environ.get("DATABASE_URL", "")
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SMTP_HOST = os.environ.get("SMTP_HOST", "")
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SMTP_PORT = int(os.environ.get("SMTP_PORT", "587"))
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SMTP_USER = os.environ.get("SMTP_USER", "")
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SMTP_PASS = os.environ.get("SMTP_PASS", "")
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FROM_NAME = "Performance West"
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FROM_EMAIL = SMTP_USER or "formations@performancewest.net"
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LOG = logging.getLogger("formation.delivery")
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# ---------------------------------------------------------------------------
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# Email template
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# ---------------------------------------------------------------------------
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EMAIL_HTML_TEMPLATE = """\
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="utf-8" />
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<meta name="viewport" content="width=device-width, initial-scale=1.0" />
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<title>Your Business Has Been Filed</title>
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</head>
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<body style="margin:0; padding:0; background-color:#f4f4f7; font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, Helvetica, Arial, sans-serif;">
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<table width="100%" cellpadding="0" cellspacing="0" style="background-color:#f4f4f7; padding: 40px 0;">
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<tr><td align="center">
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<!-- Header -->
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<table width="600" cellpadding="0" cellspacing="0" style="background-color:#1a1a2e; border-radius:8px 8px 0 0; padding:30px 40px;">
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<tr><td>
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<h1 style="color:#ffffff; margin:0; font-size:24px; font-weight:600;">Performance West</h1>
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<p style="color:#a0a0c0; margin:5px 0 0; font-size:14px;">Business Formation Services</p>
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</td></tr>
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</table>
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<!-- Body -->
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<table width="600" cellpadding="0" cellspacing="0" style="background-color:#ffffff; padding:40px;">
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<tr><td>
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<p style="font-size:16px; color:#333;">Dear {customer_name},</p>
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<p style="font-size:16px; color:#333;">
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Great news — your <strong>{entity_type}</strong> has been successfully
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filed with the state of <strong>{state_name}</strong>.
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</p>
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<!-- Filing details box -->
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<table width="100%" cellpadding="0" cellspacing="0" style="background-color:#f0f4ff; border-radius:8px; padding:24px; margin:24px 0;">
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<tr><td>
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<table width="100%" cellpadding="4" cellspacing="0">
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<tr>
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<td style="font-size:14px; color:#666; width:180px;">Entity Name</td>
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<td style="font-size:14px; color:#1a1a2e; font-weight:600;">{entity_name}</td>
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</tr>
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<tr>
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<td style="font-size:14px; color:#666;">State</td>
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<td style="font-size:14px; color:#1a1a2e; font-weight:600;">{state_name}</td>
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</tr>
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<tr>
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<td style="font-size:14px; color:#666;">Filing Number</td>
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<td style="font-size:14px; color:#1a1a2e; font-weight:600;">{filing_number}</td>
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</tr>
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<tr>
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<td style="font-size:14px; color:#666;">Confirmation Number</td>
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<td style="font-size:14px; color:#1a1a2e; font-weight:600;">{confirmation_number}</td>
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</tr>
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<tr>
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<td style="font-size:14px; color:#666;">Filed Date</td>
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<td style="font-size:14px; color:#1a1a2e; font-weight:600;">{filed_date}</td>
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</tr>
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</table>
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</td></tr>
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</table>
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<p style="font-size:16px; color:#333;">
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Your formation documents are attached to this email.
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</p>
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<!-- Next steps -->
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<h2 style="font-size:18px; color:#1a1a2e; margin:32px 0 16px;">Recommended Next Steps</h2>
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<table width="100%" cellpadding="0" cellspacing="0">
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<tr>
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<td style="padding:8px 0; font-size:15px; color:#333;">
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<strong>1. Obtain an EIN</strong> — Apply for an Employer Identification Number
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from the IRS. This is required to open a business bank account and file taxes.
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{ein_note}
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</td>
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</tr>
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<tr>
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<td style="padding:8px 0; font-size:15px; color:#333;">
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<strong>2. Operating Agreement</strong> — Prepare and sign an operating agreement
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for your {entity_type}. This document outlines ownership, management structure,
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and member responsibilities.
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</td>
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</tr>
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<tr>
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<td style="padding:8px 0; font-size:15px; color:#333;">
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<strong>3. Open a Business Bank Account</strong> — Keep personal and business
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finances separate. You'll need your Articles of Organization, EIN, and
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operating agreement.
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</td>
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</tr>
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<tr>
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<td style="padding:8px 0; font-size:15px; color:#333;">
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<strong>4. Business Licenses & Permits</strong> — Check your local
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city/county requirements for any additional licenses or permits.
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</td>
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</tr>
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<tr>
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<td style="padding:8px 0; font-size:15px; color:#333;">
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<strong>5. Annual Reports</strong> — Most states require an annual or biennial
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report. We'll send you a reminder when yours is due.
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</td>
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</tr>
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</table>
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<hr style="border:none; border-top:1px solid #e0e0e0; margin:32px 0;" />
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<p style="font-size:14px; color:#666;">
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If you have any questions about your filing or need additional services,
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don't hesitate to reach out.
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</p>
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</td></tr>
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</table>
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<!-- Footer -->
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<table width="600" cellpadding="0" cellspacing="0" style="background-color:#f4f4f7; padding:24px 40px;">
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<tr><td>
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<p style="font-size:13px; color:#999; margin:0;">
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Performance West · Business Formation & Compliance Services
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</p>
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<p style="font-size:13px; color:#999; margin:4px 0 0;">
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Email: formations@performancewest.net · Phone: (307) 316-5620
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</p>
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<p style="font-size:12px; color:#bbb; margin:12px 0 0;">
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This email and any attachments are intended solely for the named recipient.
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If you received this in error, please delete it and notify the sender.
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</p>
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</td></tr>
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</table>
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</td></tr>
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</table>
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</body>
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</html>
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"""
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# ---------------------------------------------------------------------------
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# Database helpers
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# ---------------------------------------------------------------------------
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def _get_connection():
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if not DATABASE_URL:
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raise RuntimeError("DATABASE_URL environment variable is not set.")
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return psycopg2.connect(DATABASE_URL)
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def _fetch_order(conn, order_id: str) -> dict | None:
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with conn.cursor(cursor_factory=psycopg2.extras.RealDictCursor) as cur:
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cur.execute("SELECT * FROM formation_orders WHERE order_id = %s", (order_id,))
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row = cur.fetchone()
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return dict(row) if row else None
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def _mark_delivered(conn, order_id: str):
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with conn.cursor() as cur:
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cur.execute(
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"""
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UPDATE formation_orders
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SET status = 'delivered',
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delivered_at = NOW(),
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updated_at = NOW()
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WHERE order_id = %s
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""",
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(order_id,),
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)
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conn.commit()
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# ---------------------------------------------------------------------------
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# Email sending
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# ---------------------------------------------------------------------------
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def _build_email(
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customer_email: str,
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customer_name: str,
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entity_name: str,
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entity_type: str,
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state_code: str,
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filing_number: str,
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confirmation_number: str,
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filed_date: str,
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documents: list[str],
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ein: str = "",
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) -> email.mime.multipart.MIMEMultipart:
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"""Build the MIME email with HTML body and document attachments."""
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state_name = STATES.get(state_code.upper(), {}).get("name", state_code)
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# Entity type display name
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type_display = {
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"llc": "LLC",
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"corporation": "Corporation",
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"s_corp": "S Corporation",
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}.get(entity_type.lower(), entity_type)
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ein_note = ""
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if ein:
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ein_note = f"<br/><em>Your EIN ({ein}) has already been obtained and is included in your documents.</em>"
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html_body = EMAIL_HTML_TEMPLATE.format(
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customer_name=customer_name,
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entity_type=type_display,
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entity_name=entity_name,
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state_name=state_name,
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filing_number=filing_number or "Pending",
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confirmation_number=confirmation_number or "N/A",
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filed_date=filed_date or "N/A",
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ein_note=ein_note,
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)
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msg = email.mime.multipart.MIMEMultipart("mixed")
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msg["From"] = f"{FROM_NAME} <{FROM_EMAIL}>"
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msg["To"] = customer_email
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msg["Subject"] = f"Your {type_display} Has Been Filed — {entity_name}"
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msg["Reply-To"] = FROM_EMAIL
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# HTML body
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html_part = email.mime.text.MIMEText(html_body, "html", "utf-8")
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msg.attach(html_part)
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# Attach documents
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for doc_path in documents:
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path = Path(doc_path)
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if not path.exists():
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LOG.warning("Document not found, skipping: %s", doc_path)
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continue
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content_type, _ = mimetypes.guess_type(str(path))
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if content_type is None:
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content_type = "application/octet-stream"
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maintype, subtype = content_type.split("/", 1)
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with open(path, "rb") as f:
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attachment = email.mime.application.MIMEApplication(f.read(), _subtype=subtype)
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attachment.add_header(
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"Content-Disposition",
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"attachment",
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filename=path.name,
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)
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msg.attach(attachment)
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LOG.info("Attached: %s (%s)", path.name, content_type)
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return msg
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def send_delivery_email(
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order_id: str,
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customer_email: str,
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customer_name: str,
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documents: list[str],
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) -> bool:
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"""
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Send formation documents to a customer and update order status.
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Args:
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order_id: The formation order ID.
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customer_email: Customer's email address.
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customer_name: Customer's display name.
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documents: List of file paths to attach.
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Returns:
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True if email sent successfully, False otherwise.
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"""
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if not SMTP_HOST:
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LOG.error("SMTP_HOST not configured — cannot send email.")
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return False
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conn = _get_connection()
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try:
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order = _fetch_order(conn, order_id)
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if not order:
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LOG.error("Order not found: %s", order_id)
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return False
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entity_name = order.get("entity_name", "")
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entity_type = order.get("entity_type", "llc")
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state_code = order.get("state_code", "")
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filing_number = order.get("filing_number", "")
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confirmation_number = order.get("confirmation_number", "")
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filed_at = order.get("filed_at")
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ein = order.get("ein", "") or ""
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filed_date = ""
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if filed_at:
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if isinstance(filed_at, str):
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filed_date = filed_at[:10]
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elif isinstance(filed_at, datetime):
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filed_date = filed_at.strftime("%Y-%m-%d")
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msg = _build_email(
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customer_email=customer_email,
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customer_name=customer_name,
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entity_name=entity_name,
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entity_type=entity_type,
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state_code=state_code,
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filing_number=filing_number,
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confirmation_number=confirmation_number,
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filed_date=filed_date,
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documents=documents,
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ein=ein,
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)
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LOG.info(
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"Sending delivery email to %s for order %s (%s)...",
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customer_email,
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order_id,
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entity_name,
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)
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with smtplib.SMTP(SMTP_HOST, SMTP_PORT) as smtp:
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smtp.ehlo()
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if SMTP_PORT != 25:
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smtp.starttls()
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smtp.ehlo()
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if SMTP_USER and SMTP_PASS:
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smtp.login(SMTP_USER, SMTP_PASS)
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smtp.send_message(msg)
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LOG.info("Email sent successfully to %s", customer_email)
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# Mark order as delivered
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_mark_delivered(conn, order_id)
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LOG.info("Order %s marked as delivered", order_id)
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return True
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except smtplib.SMTPException as exc:
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LOG.error("SMTP error sending to %s: %s", customer_email, exc)
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return False
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except Exception as exc:
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LOG.error("Failed to send delivery email: %s", exc, exc_info=True)
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return False
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finally:
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conn.close()
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# ---------------------------------------------------------------------------
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# CLI
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# ---------------------------------------------------------------------------
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def main():
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"""CLI entry point: deliver documents for a specific order."""
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logging.basicConfig(
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level=logging.INFO,
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format="%(asctime)s [%(name)s] %(levelname)s %(message)s",
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)
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if len(sys.argv) < 2:
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print("Usage: python -m formation.document_delivery <order_id>")
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print()
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print("Fetches order details from the database, builds a delivery email,")
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print("and sends it with attached documents.")
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sys.exit(1)
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order_id = sys.argv[1]
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if not DATABASE_URL:
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print("Error: DATABASE_URL not set.", file=sys.stderr)
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sys.exit(1)
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if not SMTP_HOST:
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print("Error: SMTP_HOST not set.", file=sys.stderr)
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sys.exit(1)
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conn = _get_connection()
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try:
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order = _fetch_order(conn, order_id)
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if not order:
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print(f"Error: Order {order_id} not found.", file=sys.stderr)
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sys.exit(1)
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customer_email = order.get("customer_email", "")
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customer_name = order.get("customer_name", "")
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if not customer_email:
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print(f"Error: No customer_email on order {order_id}.", file=sys.stderr)
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sys.exit(1)
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# Gather document paths
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docs_raw = order.get("documents")
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if isinstance(docs_raw, str):
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docs_raw = json.loads(docs_raw)
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documents = docs_raw or []
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finally:
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conn.close()
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success = send_delivery_email(order_id, customer_email, customer_name, documents)
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sys.exit(0 if success else 1)
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if __name__ == "__main__":
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main()
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