new-site/api/migrations/087_intake_reminders.sql
justin 6d4c323ab6 feat: daily intake-reminder worker for paid orders with incomplete intake
Adds a systemd-timed worker that nudges customers who paid but never completed
their intake form (which stalls fulfillment).

- migration 087: intake_reminder_count + intake_reminder_last_at on
  compliance_orders (makes the daily run idempotent and bounded), plus a
  partial index for the paid-order eligibility scan.
- scripts/workers/intake_reminder.py: each run emails any paid order with
  intake_data_validated != TRUE, capped at 10 reminders/order, at most one
  consolidated email per customer per day (groups a customer's incomplete
  services into one email). Reuses the post-payment intake URL format
  (/order/{slug}?order={n}) and the API's email validation, skipping
  placeholder/invalid addresses (synthetic@, pipeline.com, etc.). Sends via
  smtplib with SMTP_PASS (verified working in the worker container).
- worker-crons: pw-intake-reminder timer, daily ~noon ET (16:00 UTC).
2026-06-03 00:20:37 -05:00

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1.3 KiB
SQL

-- 087: Daily intake-reminder tracking on compliance_orders.
--
-- After a customer pays, we email them an intake form link for each service so
-- we can collect the data needed to prepare the filing. Some customers never
-- complete intake, which stalls fulfillment. The intake-reminder worker
-- (scripts/workers/intake_reminder.py) runs daily at noon ET and nudges any
-- PAID order whose intake is still incomplete (intake_data_validated IS NOT
-- TRUE), up to a cap of 10 reminders, skipping placeholder/invalid emails.
--
-- These two columns make the daily run idempotent and bounded:
-- intake_reminder_count -- how many reminders we've sent (cap: 10)
-- intake_reminder_last_at -- when we last reminded (so we send at most 1/day)
--
-- Both default to a no-reminders-yet state and are NULL/0 for every existing
-- row, so the worker treats all currently-incomplete paid orders as eligible.
ALTER TABLE compliance_orders
ADD COLUMN IF NOT EXISTS intake_reminder_count integer NOT NULL DEFAULT 0;
ALTER TABLE compliance_orders
ADD COLUMN IF NOT EXISTS intake_reminder_last_at timestamptz;
-- Speeds up the daily eligibility scan (paid + incomplete intake).
CREATE INDEX IF NOT EXISTS idx_compliance_orders_intake_reminder
ON compliance_orders (payment_status, intake_data_validated, intake_reminder_count)
WHERE payment_status = 'paid';