DOT D&A: instant PDF compliance-program binder (49)
Turn the DOT Drug & Alcohol Compliance Program into an automated
instant-delivery deliverable: when a carrier orders, we generate a
complete, print-ready PDF binder and email it (no admin step).
The binder (dot_da_binder_generator.py) bundles everything a small
carrier needs under 49 CFR Part 382 + Part 40:
- How to manage the program (DER setup + annual operations)
- Written drug & alcohol testing policy for employees
- The six DOT test scenarios + triggers
- Random testing / consortium (C-TPA) instructions
- Supervisor reasonable-suspicion training + live/online access
- Violations, SAP access, return-to-duty / follow-up
- EAP / rehab / treatment resources (SAMHSA, 988, locator, ODAPC)
- Recordkeeping retention schedule
- Ready-to-use forms (acknowledgment, reasonable-suspicion,
post-accident decision worksheet)
- Regulation citations
- Optional state Drug-Free Workplace addendum
Policy-variant selection: FMCSA (Part 382) is the trucking default;
honors an explicit dot_da_mode override for FRA/PHMSA/FTA/FAA/USCG.
New DrugAlcoholProgramHandler returns the binder PDF; slug added to
INSTANT_DELIVERY_SLUGS so job_server emails it automatically. Slug
rerouted from MCS150UpdateHandler (was admin-assisted enrollment) and
re-priced as a discountable own-deliverable (no passthrough cost).
Tests: scripts/tests/test_dot_da_binder.py (FMCSA sections, PHMSA+state
addendum, all-modes render) — passing.
This commit is contained in:
justin
parent
058d7cfbfe
commit
06e59965cc
6 changed files with 1172 additions and 2 deletions
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@ -1204,6 +1204,8 @@ def handle_process_compliance_service(payload: dict) -> dict:
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"policy-development", "ccpa-audit", "privacy-policy",
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"data-mapping", "breach-response", "consent-audit",
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"dnc-compliance", "campaign-review",
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# DOT / FMCSA instant-delivery binders
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"dot-drug-alcohol", # generates the D&A compliance program binder
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}
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if service_slug in INSTANT_DELIVERY_SLUGS and minio_paths:
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customer_email = order.get("customer_email")
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@ -47,6 +47,7 @@ from .state_puc_filing import StatePucFilingHandler
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from .fcc_carrier_registration import FCCCarrierRegistrationHandler
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# DOT / FMCSA Motor Carrier Services
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from .mcs150_update import MCS150UpdateHandler
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from .dot_drug_alcohol import DrugAlcoholProgramHandler
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from .boc3_filing import BOC3FilingHandler
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# State-level trucking compliance (IRP, IFTA, weight taxes, MCP, etc.)
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from .state_trucking import StateTruckingHandler
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@ -109,7 +110,7 @@ SERVICE_HANDLERS: dict[str, type] = {
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"ucr-registration": MCS150UpdateHandler, # admin-assisted, same pattern
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"dot-registration": MCS150UpdateHandler, # admin-assisted
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"mc-authority": MCS150UpdateHandler, # admin-assisted
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"dot-drug-alcohol": MCS150UpdateHandler, # admin-assisted (partner enrollment)
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"dot-drug-alcohol": DrugAlcoholProgramHandler, # instant PDF binder ($149)
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"dot-audit-prep": MCS150UpdateHandler, # admin-assisted (document prep)
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"dot-full-compliance": MCS150UpdateHandler, # fans out to individual services
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"usdot-reactivation": MCS150UpdateHandler, # same FMCSA submission flow
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178
scripts/workers/services/dot_drug_alcohol.py
Normal file
178
scripts/workers/services/dot_drug_alcohol.py
Normal file
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@ -0,0 +1,178 @@
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"""
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DOT Drug & Alcohol Compliance Program handler ($149).
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Instant-delivery service: when a motor carrier orders the program we
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generate a complete, print-ready PDF "binder" and email it to them
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automatically (no admin step). The binder bundles the written testing
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policy, program-management instructions, supervisor-training materials and
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access, EAP / rehab / SAP resources, regulation citations, random-testing
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instructions, required forms, and recordkeeping guidance.
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Policy variant (DOT operating administration) selection:
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For a trucking carrier the program is FMCSA (49 CFR Part 382) — that is
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the default. If the customer's operation falls under a different DOT mode
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(FRA, PHMSA, FTA, FAA, USCG) we honor an explicit ``dot_da_mode`` value in
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the intake data. An optional ``state_dfwp`` value appends a state
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Drug-Free Workplace addendum.
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Returns the local PDF path so job_server uploads it to MinIO and the
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INSTANT_DELIVERY path emails it to the customer.
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"""
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from __future__ import annotations
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import json
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import logging
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import os
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import tempfile
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from datetime import datetime
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from .base_handler import BaseServiceHandler
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LOG = logging.getLogger("workers.services.dot_drug_alcohol")
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# DOT operating administrations we can build a binder for. FMCSA is the
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# trucking default; everything else requires an explicit intake override.
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_VALID_MODES = {"fmcsa", "fra", "phmsa", "fta", "faa", "uscg"}
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class DrugAlcoholProgramHandler(BaseServiceHandler):
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"""Generate and instant-deliver the DOT D&A Compliance Program binder."""
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SERVICE_SLUG = "dot-drug-alcohol"
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SERVICE_NAME = "DOT Drug & Alcohol Compliance Program"
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REQUIRES_LLM = False
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async def process(self, order_data: dict) -> list[str]:
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order_number = order_data.get("order_number") or order_data.get("name", "")
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LOG.info("[%s] Building DOT D&A compliance binder", order_number)
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intake = order_data.get("intake_data") or {}
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if isinstance(intake, str):
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try:
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intake = json.loads(intake)
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except (TypeError, ValueError):
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intake = {}
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carrier_name = (
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intake.get("legal_name")
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or intake.get("entity_name")
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or order_data.get("customer_name", "")
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).strip()
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dot_number = str(intake.get("dot_number", "")).strip()
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cdl_drivers = intake.get("cdl_drivers", "")
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owner_operators = intake.get("owner_operators", "")
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der_name = (intake.get("der_name") or "").strip()
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current_provider = (intake.get("current_da_provider") or "").strip()
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# ── Policy variant (DOT mode) selection ──────────────────────────
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mode = self._resolve_mode(intake)
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# Optional state Drug-Free Workplace addendum. Accept either an
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# explicit flag/state value or derive from the carrier's base state
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# if the intake marks it as a DFWP state.
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state_dfwp = self._resolve_state_dfwp(intake)
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# The C-TPA / consortium that administers the program. If the
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# customer already has a provider, name it; otherwise default to our
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# managed consortium.
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provider_name = current_provider or "Performance West Consortium / C-TPA"
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# ── Guard: need at minimum the carrier name to personalize ───────
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if not carrier_name:
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LOG.warning(
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"[%s] No carrier name in intake — pausing for intake", order_number
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)
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self._request_intake(order_data)
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return []
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# ── Generate the binder ──────────────────────────────────────────
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work_dir = self._safe_work_dir()
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date_str = datetime.now().strftime("%Y%m%d")
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safe_name = "".join(
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c for c in carrier_name if c.isalnum() or c in (" ", "-", "_")
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).strip().replace(" ", "_")[:40] or "carrier"
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out_path = os.path.join(
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work_dir, f"DOT_DA_Compliance_Binder_{safe_name}_{date_str}.pdf"
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)
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from scripts.document_gen.templates.dot_da_binder_generator import (
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generate_da_binder,
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)
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result = generate_da_binder(
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output_path=out_path,
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carrier_name=carrier_name,
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dot_number=dot_number,
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mode=mode,
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cdl_drivers=cdl_drivers,
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owner_operators=owner_operators,
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der_name=der_name,
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der_title="Designated Employer Representative (DER)",
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provider_name=provider_name,
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state_dfwp=state_dfwp,
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)
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if not result:
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LOG.error("[%s] D&A binder generation returned no file", order_number)
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return []
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LOG.info(
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"[%s] D&A binder ready (mode=%s, state_dfwp=%s) -> %s",
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order_number, mode, state_dfwp or "none", result,
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)
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return [result]
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# ------------------------------------------------------------------ #
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# Variant resolution
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# ------------------------------------------------------------------ #
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def _resolve_mode(self, intake: dict) -> str:
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"""Pick the DOT operating-administration variant.
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Trucking carriers are FMCSA (49 CFR Part 382) by default. Honor an
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explicit ``dot_da_mode`` override for the rare non-FMCSA operation.
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"""
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raw = (intake.get("dot_da_mode") or intake.get("dot_mode") or "").lower().strip()
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if raw in _VALID_MODES:
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return raw
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# A few human-friendly aliases customers might supply.
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aliases = {
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"trucking": "fmcsa", "motor carrier": "fmcsa", "cdl": "fmcsa",
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"rail": "fra", "railroad": "fra",
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"pipeline": "phmsa", "transit": "fta", "bus": "fta",
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"aviation": "faa", "air": "faa",
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"maritime": "uscg", "marine": "uscg", "vessel": "uscg",
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}
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return aliases.get(raw, "fmcsa")
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def _resolve_state_dfwp(self, intake: dict) -> str:
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"""Return a state name if a Drug-Free Workplace addendum is wanted."""
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explicit = (intake.get("state_dfwp") or "").strip()
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if explicit:
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return explicit
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# If the customer opted into a DFWP add-on, use their base/operating
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# state. Otherwise omit the addendum (DOT program stands alone).
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if str(intake.get("include_state_dfwp", "")).lower() in ("1", "true", "yes"):
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return (
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intake.get("base_state")
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or intake.get("address_state")
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or ""
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).strip()
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return ""
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# ------------------------------------------------------------------ #
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# Helpers
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# ------------------------------------------------------------------ #
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def _safe_work_dir(self) -> str:
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try:
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return self._make_work_dir()
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except Exception:
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return tempfile.mkdtemp(prefix="da_binder_")
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def _request_intake(self, order_data: dict) -> None:
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"""Best-effort: nudge for intake when carrier name is missing."""
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try:
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fn = getattr(self, "_request_entity_intake", None)
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if callable(fn):
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fn(order_data)
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except Exception as exc:
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LOG.warning("Could not request intake: %s", exc)
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