new-site/scripts/build_ifta_quarterly_campaign.py
justin 19bbef3231 ifta: recurring quarterly-return reminder campaign (calendar-triggered)
IFTA returns are due on fixed dates (Apr30/Jul31/Oct31/Jan31) and every
interstate carrier (op code A, ~628k sendable) files 4x/year forever -- pure
recurring revenue, no per-carrier deadline data needed.

- build_ifta_quarterly_campaign.py: self-gates to the reminder window (~21d
  before each deadline), selects interstate carriers, mints the same-day coupon,
  builds+schedules the campaign reusing build_trucking_campaigns plumbing (DRY:
  one source of truth for sending/suppression/coupon). Per-quarter cycle reset
  (ifta_reminder_cycle marker) so each quarter re-reminds the full pool; marks
  ifta_reminded_at to avoid double-sends within a cycle.
- ifta_quarterly_reminder.html: deadline + penalties + 'we do the math' + coupon
  + CAN-SPAM. Listmonk source campaign id 469.
- migration 094: fmcsa_carriers.ifta_reminded_at column + partial index.
Verified: deadline/window logic correct, imports reuse tc helpers, migration
applied on prod.
2026-06-13 23:24:47 -05:00

235 lines
9.3 KiB
Python

#!/usr/bin/env python3
"""Build the IFTA quarterly-return reminder campaign.
IFTA returns are due on a FIXED calendar (no per-carrier data needed):
Q1 (Jan-Mar) -> Apr 30
Q2 (Apr-Jun) -> Jul 31
Q3 (Jul-Sep) -> Oct 31
Q4 (Oct-Dec) -> Jan 31
Every interstate carrier (FMCSA operation code 'A') files IFTA 4x/year, forever,
so this is pure recurring revenue. We email the interstate population ~3 weeks
before each deadline with the ifta-quarterly filing CTA + the same-day coupon.
Reuses the listmonk + coupon plumbing from build_trucking_campaigns so there is
one source of truth for sending, suppression, warmup caps and the daily coupon.
Cron (run daily; it self-gates to the reminder window):
python3 scripts/build_ifta_quarterly_campaign.py --start-campaign
Manual / preview:
python3 scripts/build_ifta_quarterly_campaign.py --preview
python3 scripts/build_ifta_quarterly_campaign.py --date 2026-04-09 --dry-run
"""
from __future__ import annotations
import argparse
import os
import sys
from datetime import date, datetime, timedelta, timezone
ROOT = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
if ROOT not in sys.path:
sys.path.insert(0, ROOT)
import psycopg2 # noqa: E402
# Reuse the trucking sender plumbing (single source of truth).
import scripts.build_trucking_campaigns as tc # noqa: E402
LOG = tc.LOG
IFTA_SVC_SLUG = "ifta-quarterly"
LP_LINK = f"{tc.SITE_DOMAIN}/order/{IFTA_SVC_SLUG}"
# Days before the deadline to send the reminder.
REMINDER_LEAD_DAYS = int(os.getenv("IFTA_REMINDER_LEAD_DAYS", "21"))
# Only send within this many days of the ideal lead day (so a daily cron fires once).
REMINDER_WINDOW_DAYS = int(os.getenv("IFTA_REMINDER_WINDOW_DAYS", "2"))
# Listmonk source campaign holding the IFTA reminder body/subject/template.
SOURCE_ENV = "CAMPAIGN_IFTA_QUARTERLY_ID"
def ifta_deadlines(year: int) -> list[tuple[str, date, str]]:
"""(quarter_label, due_date, period_label) for a given year."""
return [
("Q4", date(year, 1, 31), f"Q4 {year-1} (Oct-Dec)"),
("Q1", date(year, 4, 30), f"Q1 {year} (Jan-Mar)"),
("Q2", date(year, 7, 31), f"Q2 {year} (Apr-Jun)"),
("Q3", date(year, 10, 31), f"Q3 {year} (Jul-Sep)"),
]
def next_deadline(today: date) -> tuple[str, date, str]:
"""The soonest upcoming IFTA deadline (this year or next)."""
cands = ifta_deadlines(today.year) + ifta_deadlines(today.year + 1)
upcoming = [d for d in cands if d[1] >= today]
return min(upcoming, key=lambda d: d[1])
def in_reminder_window(today: date) -> tuple[bool, tuple[str, date, str] | None]:
q, due, period = next_deadline(today)
ideal = due - timedelta(days=REMINDER_LEAD_DAYS)
if abs((today - ideal).days) <= REMINDER_WINDOW_DAYS:
return True, (q, due, period)
return False, (q, due, period)
def _reset_cycle_if_new(conn, quarter: str, due: date) -> None:
"""Clear ifta_reminded_at once per quarter so each cycle reminds the full pool.
A tiny marker table records the last cycle key (quarter + due year). When the
builder enters a new quarter's window for the first time, it nulls the column.
"""
cycle_key = f"{quarter}-{due.year}"
cur = conn.cursor()
cur.execute("""
CREATE TABLE IF NOT EXISTS ifta_reminder_cycle (
id boolean PRIMARY KEY DEFAULT true,
cycle_key text NOT NULL,
reset_at timestamptz NOT NULL DEFAULT now(),
CONSTRAINT ifta_reminder_cycle_singleton CHECK (id)
)
""")
cur.execute("SELECT cycle_key FROM ifta_reminder_cycle WHERE id = true")
row = cur.fetchone()
if row and row[0] == cycle_key:
conn.commit()
return # already reset for this cycle
cur.execute("UPDATE fmcsa_carriers SET ifta_reminded_at = NULL WHERE ifta_reminded_at IS NOT NULL")
cleared = cur.rowcount
cur.execute("""
INSERT INTO ifta_reminder_cycle (id, cycle_key, reset_at)
VALUES (true, %s, now())
ON CONFLICT (id) DO UPDATE SET cycle_key = EXCLUDED.cycle_key, reset_at = now()
""", (cycle_key,))
conn.commit()
LOG.info("[ifta] new cycle %s -- cleared %d prior ifta_reminded_at marks", cycle_key, cleared)
SELECT_SQL = f"""
SELECT dot_number, email_address, legal_name, phy_state
FROM fmcsa_carriers
WHERE carrier_operation = 'A' -- interstate => files IFTA
AND email_address IS NOT NULL AND email_address <> ''
AND {tc.USABLE_FILTER}
AND lower(split_part(email_address, '@', 2)) <> ALL(%s)
AND ifta_reminded_at IS NULL -- not yet reminded this cycle
ORDER BY dot_number
LIMIT %s
"""
def main() -> int:
ap = argparse.ArgumentParser()
ap.add_argument("--date", help="override 'today' (YYYY-MM-DD) for testing")
ap.add_argument("--start-campaign", action="store_true",
help="schedule/start the campaign (default builds a draft)")
ap.add_argument("--preview", action="store_true",
help="send only to the owner test address with sample attribs")
ap.add_argument("--dry-run", action="store_true")
ap.add_argument("--limit", type=int, default=int(os.getenv("IFTA_DAILY_CAP", "2000")),
help="max recipients this run (warmup-safe default 2000)")
ap.add_argument("--ignore-window", action="store_true",
help="build even if not in the reminder window (manual sends)")
args = ap.parse_args()
logging_level = os.getenv("LOG_LEVEL", "INFO")
import logging
logging.basicConfig(level=logging_level, format="%(asctime)s %(levelname)s %(message)s")
today = datetime.strptime(args.date, "%Y-%m-%d").date() if args.date else date.today()
ok, dl = in_reminder_window(today)
q, due, period = dl
if not ok and not args.ignore_window and not args.preview:
LOG.info("[ifta] not in reminder window (next %s due %s, ideal send %s); exiting",
q, due, due - timedelta(days=REMINDER_LEAD_DAYS))
return 0
src = os.getenv(SOURCE_ENV)
if not src:
LOG.error("[ifta] %s not set -- create the IFTA source campaign first", SOURCE_ENV)
return 2
base = tc.get_base_campaign(int(src))
conn = psycopg2.connect(tc.DB_URL)
# New-cycle reset: at the start of each quarter's reminder window, clear the
# prior cycle's marks so this quarter can remind the full interstate pool.
# Keyed off a marker row so the reset runs exactly once per quarter.
if args.start_campaign and not args.preview and not args.dry_run:
_reset_cycle_if_new(conn, q, due)
coupon = None
if args.start_campaign and not args.preview and not args.dry_run:
try:
coupon = tc.get_or_create_daily_coupon(conn, today)
except Exception as exc: # noqa: BLE001
LOG.warning("[ifta] coupon mint failed: %s (sending without)", exc)
cur = conn.cursor()
cur.execute(SELECT_SQL, [list(tc.BLOCKED_EMAIL_DOMAINS), args.limit])
rows = cur.fetchall()
LOG.info("[ifta] %s due %s | %d candidate interstate carriers", q, due, len(rows))
if not rows and not args.preview:
LOG.info("[ifta] no candidates; exiting")
return 0
due_human = due.strftime("%B %-d, %Y")
def attribs(dot, company, state):
lp = f"{LP_LINK}?code={coupon}" if coupon else LP_LINK
a = {
"dot_number": dot or "", "company": company or "", "state": state or "",
"lp_link": lp,
"ifta_due_date": due_human,
"ifta_quarter": period,
}
a.update(tc.coupon_attribs(coupon))
return a
if args.preview:
subs = [{
"email": tc.TEST_EMAIL, "name": "Sample Carrier",
"attribs": attribs("0000000", "Sample Carrier LLC", "TX"),
}]
else:
subs = [{
"email": r[1], "name": r[2] or r[1],
"attribs": attribs(r[0], r[2], r[3]),
} for r in rows]
send_date = today.isoformat()
list_name = f"IFTA Quarterly {q} {due.year} - {send_date}"
campaign_name = f"IFTA Quarterly Reminder - {q} {due.year} - {today.strftime('%b %d %Y')}"
if args.dry_run:
LOG.info("[ifta] DRY RUN -- would send to %d carriers (coupon=%s, due=%s)",
len(subs), coupon, due_human)
return 0
list_id = tc.create_list(list_name)
added = tc.import_subscribers(list_id, subs)
LOG.info("[ifta] list %d: %d/%d subscribers added", list_id, added, len(subs))
if added == 0:
LOG.error("[ifta] 0 subscribers added; aborting")
return 1
# Send ~9:30 UTC (early morning ET) the day after build, or now if preview.
send_at = datetime.now(timezone.utc) + timedelta(minutes=5)
cid = tc.create_and_schedule_campaign(
base, list_id, campaign_name, send_at, schedule=args.start_campaign and not args.preview)
LOG.info("[ifta] campaign %d created (%s)", cid,
"scheduled" if args.start_campaign and not args.preview else "draft")
# Mark reminded so the next cron run does not re-hit the same carriers this cycle.
if args.start_campaign and not args.preview and rows:
cur.execute("UPDATE fmcsa_carriers SET ifta_reminded_at = now() WHERE dot_number = ANY(%s::text[])",
([r[0] for r in rows],))
conn.commit()
LOG.info("[ifta] marked %d carriers ifta_reminded_at", len(rows))
conn.close()
return 0
if __name__ == "__main__":
raise SystemExit(main())