new-site/api/migrations/048_499a_intake_fields.sql
justin f8cd37ac8c Initial commit — Performance West telecom compliance platform
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>
2026-04-27 06:54:22 -05:00

104 lines
6.7 KiB
SQL

-- 048: Form 499-A intake fields
--
-- The 2026 Form 499-A (reporting 2025 revenues) requires carrier data
-- beyond what migration 043 captured for the RMD letter. These fields
-- back Block 1 (Lines 106-112), Block 2 (Lines 203-218), Block 2-C
-- (Lines 221-228), and Block 6 (Lines 603-604) of the real form.
--
-- Block/line references per 2026-FCC-Form-499A-Form-Instructions.pdf
-- (November 2025 release).
-- ── Block 1: Filer Identification (Lines 106, 108, 112) ──────────────────
-- Line 106: affiliated filer / holding company
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS affiliated_filer_name TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS affiliated_filer_ein TEXT;
-- Line 108: management company
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS management_company_name TEXT;
-- Line 112: all trade names used in past 3 years (including predecessors)
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS trade_names TEXT[] DEFAULT '{}';
-- ── Block 2-A: Regulatory contact (Lines 203-208) ────────────────────────
-- Line 203-206: Person who completed the worksheet — defaults to Performance
-- West (Justin Hannah) as the regulatory contact for managed filers.
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS regulatory_contact_name TEXT
DEFAULT 'Justin Hannah';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS regulatory_contact_email TEXT
DEFAULT 'justin@performancewest.net';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS regulatory_contact_phone TEXT
DEFAULT '888-411-0383';
-- Line 207: corporate office for future worksheets — defaults to PW address
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS worksheet_office_company TEXT
DEFAULT 'Performance West Inc';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS worksheet_office_street TEXT
DEFAULT '30 N Gould St, Ste N';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS worksheet_office_city TEXT
DEFAULT 'Sheridan';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS worksheet_office_state TEXT
DEFAULT 'WY';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS worksheet_office_zip TEXT
DEFAULT '82801';
-- Line 208: billing address — customer (nullable, defaults to entity address)
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS billing_contact_name TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS billing_contact_email TEXT;
-- Line 208.1: separate email for ITSP regulatory fee correspondence
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS itsp_regulatory_fee_email TEXT;
-- ── Block 2-B: D.C. Agent (Lines 209-218) — defaults to Northwest RA ─────
-- Hardcoded on DCAgentHandler; stored here so 499-A prep can read it.
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS dc_agent_company TEXT
DEFAULT 'Northwest Registered Agent Service Inc.';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS dc_agent_street TEXT
DEFAULT '1717 N Street NW STE 1';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS dc_agent_city TEXT
DEFAULT 'Washington';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS dc_agent_state TEXT
DEFAULT 'DC';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS dc_agent_zip TEXT
DEFAULT '20036';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS dc_agent_phone TEXT
DEFAULT '509-768-2249';
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS dc_agent_email TEXT
DEFAULT 'support@northwestregisteredagent.com';
-- ── Block 2-C: Officers (Lines 221, 223, 225) + Jurisdictions (227) + First-service (228) ──
-- We already track ceo_name/ceo_title (Line 221). Add Officer 2 and Officer 3.
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_2_name TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_2_title TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_2_street TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_2_city TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_2_state TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_2_zip TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_3_name TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_3_title TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_3_street TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_3_city TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_3_state TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS officer_3_zip TEXT;
-- Line 227: multi-select jurisdictions where service provided/will be provided
-- (past 15 mo + next 12 mo). Store as array of state/territory codes.
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS jurisdictions_served TEXT[] DEFAULT '{}';
-- Line 228: year + month first provided telecom service
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS first_telecom_service_year INT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS first_telecom_service_month INT
CHECK (first_telecom_service_month IS NULL OR first_telecom_service_month BETWEEN 1 AND 12);
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS first_telecom_service_pre_1999 BOOLEAN DEFAULT FALSE;
-- ── Block 6: Exemption certifications (Lines 603, 604) ───────────────────
-- Line 603: exempt from each mechanism? (usf/trs/nanpa/lnp)
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS exempt_usf BOOLEAN DEFAULT FALSE;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS exempt_trs BOOLEAN DEFAULT FALSE;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS exempt_nanpa BOOLEAN DEFAULT FALSE;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS exempt_lnp BOOLEAN DEFAULT FALSE;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS exemption_explanation TEXT;
-- Line 604: state/local gov entity? 501(c) tax exempt?
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS is_state_local_gov BOOLEAN DEFAULT FALSE;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS is_tax_exempt_501c BOOLEAN DEFAULT FALSE;
-- ── NECA OCN tracking (supports the new ocn-registration service) ────────
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS ocn TEXT;
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS ocn_category TEXT
CHECK (ocn_category IS NULL OR ocn_category IN ('CAP','ETHX','CLEC','IC','IPES','LRSL','PCS','PCSR','ULEC','WIRE','WRSL'));
ALTER TABLE telecom_entities ADD COLUMN IF NOT EXISTS ocn_assigned_at TIMESTAMPTZ;