cf021e2f91
Convert OIG/SAM from one-time $299/yr to recurring $79/month (card+ACH only) - the first real recurring-billing product in the system. Exclusion screening is a *monthly* federal obligation, so recurring monitoring fits the requirement and is the biggest valuation lever (vs a one-time annual run). Catalog (single source of truth): - service-catalog.ts: add billing_interval + allowed_methods to ComplianceService; oig-sam-screening -> 7900c, billing_interval:"month", allowed_methods:[card,ach], name "(Monthly Monitoring)". - gen-service-catalog.py + check-service-catalog-drift.py: carry/guard the two new fields; regenerate site catalog. Checkout (api/src/routes/checkout.ts): - mode:"subscription" with recurring price_data when billing_interval is set; surcharge absorbed for recurring (clean $79/mo); server-side METHOD_NOT_ALLOWED re-validation against allowed_methods. - ensureColumns + migration 100: compliance_orders.stripe_subscription_id, bundle_upsell_sent_at (+ subscription index). Webhooks (api/src/routes/webhooks.ts): - record stripe_subscription_id on checkout.session.completed (subscription mode). - invoice.paid (subscription_cycle only) -> re-dispatch screening for the cycle; invoice.payment_failed -> admin alert + first-failure customer nudge; customer.subscription.deleted -> mark order cancelled. (API 2026-03-25 moved the subscription link to invoice.parent.subscription_details.subscription.) Fulfillment: - job_server.py: pass recurring_cycle/invoice_id into the order. - npi_provider.py: OIG handler labels renewal cycles "[Monthly cycle]" + re-screen note; bundle action runs only the FIRST screening + flags the $79/mo upsell. Bundle land-and-expand: - Provider Compliance Bundle now includes only the first OIG/SAM screening (was giving away $948/yr of monitoring inside an $899 bundle). - new worker scripts/workers/bundle_upsell.py (+ pw-bundle-upsell timer): ~3 weeks after a paid bundle, emails the customer to continue $79/mo monitoring; dedup via bundle_upsell_sent_at; skips customers who already have an OIG/SAM order. Surfaces updated to $79/mo: PaymentStep (filters methods, "Billed every month, cancel anytime"), order pages, healthcare index, npi-compliance-check tool (also fixed stale $699 bundle drift -> $899), hc_oig_screening + hc_compliance_bundle emails. Docs: billing.md gains a "Stripe-native Subscriptions" section + a reality-check banner (Adyen/ERPNext-gateway model documented there is NOT live; Stripe is the real rail). Fixed run-migrations.yml container name bug (performancewest-postgres-1 -> performancewest-api-postgres-1, overridable). Tests: api/tests/recurring-subscription.test.ts (28 assertions) covers catalog gating, method validation, surcharge suppression, recurring line-item build, invoiceSubscriptionId extraction, renewal-cycle gating. tsc clean; site build clean; catalog drift OK. Manual deploy step: enable invoice.paid, invoice.payment_failed, customer.subscription.deleted on the Stripe webhook endpoint.
206 lines
9.2 KiB
Python
206 lines
9.2 KiB
Python
"""
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Bundle -> monthly-monitoring upsell worker.
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The Provider Compliance Bundle ($899/yr) includes the customer's FIRST OIG/SAM
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exclusion screening. Federal exclusion screening is a *monthly* obligation, so
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after that first screening we invite the customer to continue with standalone
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OIG/SAM monitoring ($79/month) -- the recurring product. This worker finds paid
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bundle orders whose first cycle is done and sends a one-time upsell email with a
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direct link to the recurring checkout.
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Schedule: daily (systemd timer pw-bundle-upsell). Each order is emailed at most
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once (tracked by compliance_orders.bundle_upsell_sent_at).
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Window: send roughly 3-4 weeks after the bundle was paid -- long enough that the
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first screening/certificate has been delivered, soon enough to convert before
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the next monthly obligation lapses.
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"""
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import logging
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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, timedelta, timezone
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from email.mime.multipart import MIMEMultipart
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from email.mime.text import MIMEText
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import psycopg2
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LOG = logging.getLogger("workers.bundle_upsell")
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logging.basicConfig(level=logging.INFO, format="%(asctime)s [%(name)s] %(levelname)s %(message)s")
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DATABASE_URL = os.getenv("DATABASE_URL", "postgresql://pw:pw@localhost:5432/performancewest")
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DOMAIN = os.getenv("DOMAIN", "performancewest.net")
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SMTP_HOST = os.getenv("SMTP_HOST", "co.carrierone.com")
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SMTP_PORT = int(os.getenv("SMTP_PORT", "587"))
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SMTP_USER = os.getenv("SMTP_USER", "noreply@performancewest.net")
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SMTP_PASS = os.getenv("SMTP_PASS", "")
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SMTP_FROM = os.getenv("SMTP_FROM", "Performance West <noreply@performancewest.net>")
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BUNDLE_SLUG = "provider-compliance-bundle"
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# How long after the bundle is paid before we send the monitoring upsell. Lower
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# bound gives the first screening + certificate time to be delivered; upper bound
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# stops us emailing ancient orders when the worker is first switched on.
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UPSELL_AFTER = timedelta(days=21)
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UPSELL_BEFORE = timedelta(days=120)
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# Override knob for testing / disabling.
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UPSELL_ENABLED = os.getenv("BUNDLE_UPSELL_ENABLED", "1") == "1"
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def build_email_html(customer_name: str, npi: str, order_url: str) -> str:
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npi_line = (
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f'<p style="margin:0 0 14px;font-size:13px;color:#475569;">For NPI '
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f'<strong>{npi}</strong>.</p>'
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if npi else ""
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)
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return f"""<!DOCTYPE html>
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<html><head><meta charset="utf-8"><meta name="viewport" content="width=device-width,initial-scale=1"></head>
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<body style="margin:0;padding:0;font-family:-apple-system,BlinkMacSystemFont,'Segoe UI',Roboto,sans-serif;background:#eef0f3;">
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<table width="100%" cellpadding="0" cellspacing="0" style="background:#eef0f3;padding:32px 16px;"><tr><td align="center">
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<table width="100%" cellpadding="0" cellspacing="0" style="max-width:600px;background:#fff;border-radius:12px;overflow:hidden;border:1px solid #e5e7eb;">
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<tr><td style="background:linear-gradient(135deg,#0f766e 0%,#14b8a6 100%);padding:26px 28px;">
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<h1 style="color:#fff;margin:0;font-size:21px;font-weight:700;">Keep your exclusion screening current</h1>
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<p style="color:#ccfbf1;margin:6px 0 0;font-size:13px;">Continue monthly OIG/SAM monitoring</p>
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</td></tr>
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<tr><td style="padding:28px;">
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<p style="margin:0 0 16px;font-size:15px;color:#1f2937;">Hi {customer_name},</p>
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<p style="margin:0 0 16px;font-size:14px;color:#475569;line-height:1.7;">
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Your Provider Compliance Bundle included your <strong>first</strong> OIG LEIE
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and SAM exclusion screening. But exclusion screening is a <strong>monthly</strong>
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obligation under federal guidance — a one-time check doesn't keep you
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covered the rest of the year.
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</p>
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{npi_line}
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<table width="100%" cellpadding="0" cellspacing="0" style="background:#ecfdf5;border:2px solid #6ee7b7;border-radius:10px;margin:0 0 22px;">
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<tr><td style="padding:18px;">
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<p style="margin:0 0 6px;font-size:14px;color:#065f46;font-weight:700;">Ongoing OIG/SAM Exclusion Monitoring</p>
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<p style="margin:0 0 4px;font-size:13px;color:#065f46;line-height:1.6;">
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We re-screen you (and listed staff) every month against the current OIG
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LEIE and SAM lists, and issue a fresh audit-ready certificate each cycle.
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</p>
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<p style="margin:8px 0 0;font-size:15px;color:#047857;font-weight:700;">$79 / month — cancel anytime</p>
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</td></tr>
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</table>
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<table width="100%" cellpadding="0" cellspacing="0"><tr><td align="center">
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<a href="{order_url}" style="display:inline-block;background:#10b981;color:#fff;font-size:15px;font-weight:700;padding:14px 38px;border-radius:8px;text-decoration:none;">
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Set up monthly monitoring →
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</a>
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</td></tr></table>
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<p style="margin:22px 0 0;font-size:12px;color:#94a3b8;text-align:center;">
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Questions? Reply to this email or call (888) 411-0383.
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</p>
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</td></tr>
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<tr><td style="padding:16px 28px;background:#f8fafc;border-top:1px solid #e5e7eb;text-align:center;">
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<p style="margin:0;font-size:11px;color:#9ca3af;">Performance West — healthcare compliance.</p>
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</td></tr>
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</table>
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</td></tr></table>
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</body></html>"""
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def build_email_text(customer_name: str, npi: str, order_url: str) -> str:
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npi_line = f"NPI: {npi}\n\n" if npi else ""
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return (
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f"Hi {customer_name},\n\n"
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"Your Provider Compliance Bundle included your FIRST OIG/SAM exclusion "
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"screening. Exclusion screening is a monthly obligation under federal "
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"guidance, so a one-time check doesn't keep you covered all year.\n\n"
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f"{npi_line}"
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"Continue with ongoing OIG/SAM Exclusion Monitoring: we re-screen you (and "
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"listed staff) every month and issue a fresh audit-ready certificate each "
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"cycle. $79/month, cancel anytime.\n\n"
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f"Set up monthly monitoring: {order_url}\n\n"
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"Questions? Reply to this email or call (888) 411-0383.\n\n"
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"Performance West\n"
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)
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def send_upsell_email(to_email: str, customer_name: str, npi: str) -> bool:
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order_url = f"https://{DOMAIN}/order/oig-sam-screening"
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if npi:
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order_url += f"?npi={npi}"
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msg = MIMEMultipart("alternative")
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msg["From"] = SMTP_FROM
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msg["To"] = to_email
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msg["Subject"] = "Keep your OIG/SAM exclusion screening current ($79/mo)"
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msg["Reply-To"] = f"support@{DOMAIN}"
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msg.attach(MIMEText(build_email_text(customer_name, npi, order_url), "plain"))
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msg.attach(MIMEText(build_email_html(customer_name, npi, order_url), "html"))
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try:
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with smtplib.SMTP(SMTP_HOST, SMTP_PORT, timeout=30) as server:
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server.ehlo()
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server.starttls()
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server.ehlo()
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server.login(SMTP_USER, SMTP_PASS)
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server.sendmail(SMTP_USER, [to_email], msg.as_string())
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LOG.info("Sent bundle->monitoring upsell to %s", to_email)
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return True
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except Exception as e:
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LOG.error("Failed to send bundle upsell to %s: %s", to_email, e)
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return False
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def process_upsells():
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if not UPSELL_ENABLED:
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LOG.info("Bundle upsell disabled (BUNDLE_UPSELL_ENABLED=0)")
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return
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now = datetime.now(timezone.utc)
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window_start = now - UPSELL_BEFORE
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window_end = now - UPSELL_AFTER
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sent = 0
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conn = psycopg2.connect(DATABASE_URL)
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try:
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with conn.cursor() as cur:
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# Paid bundle orders in the upsell window that haven't been upsold yet,
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# and where the customer doesn't ALREADY have an OIG/SAM order (don't
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# pitch monitoring to someone who already bought it).
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cur.execute(
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"""
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SELECT b.order_number, b.customer_email, b.customer_name, b.intake_data
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FROM compliance_orders b
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WHERE b.service_slug = %s
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AND b.payment_status = 'paid'
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AND b.paid_at BETWEEN %s AND %s
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AND b.bundle_upsell_sent_at IS NULL
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AND NOT EXISTS (
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SELECT 1 FROM compliance_orders o
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WHERE o.customer_email = b.customer_email
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AND o.service_slug = 'oig-sam-screening'
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)
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LIMIT 100
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""",
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(BUNDLE_SLUG, window_start, window_end),
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)
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rows = cur.fetchall()
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LOG.info("Bundle upsell: %d candidate(s) in window", len(rows))
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for order_number, email, name, intake in rows:
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if not email:
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continue
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npi = ""
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if isinstance(intake, dict):
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npi = str(intake.get("npi") or "")
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ok = send_upsell_email(email, name or "there", npi)
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if ok:
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cur.execute(
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"UPDATE compliance_orders SET bundle_upsell_sent_at = %s WHERE order_number = %s",
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(now, order_number),
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)
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conn.commit()
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sent += 1
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LOG.info("Bundle upsell run complete: %d email(s) sent", sent)
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except Exception as e:
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LOG.error("Bundle upsell error: %s", e)
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conn.rollback()
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finally:
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conn.close()
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if __name__ == "__main__":
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process_upsells()
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