otc: reincorporation email template + campaign builder
otc_reincorporation.html: redomesticate-to-Texas hook (Business Court + TXSE + DE franchise-tax cost) personalized by state_inc_name/company/ticker, cross-sell RA/foreign-qual/annual-report/franchise-tax, same-day coupon, lead-capture CTA to /contact?service=reincorporation (high-touch corporate service, not self-serve), careful 'not a law firm / not legal advice' disclaimers + CAN-SPAM address. build_otc_campaign.py: emails only verified-email issuers from the harvest+scrape +verify pipeline, --de-nv-only for the best reincorp fit, reuses trucking sender plumbing + coupon. Per-deal value is high so capped modestly (400/run default).
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scripts/build_otc_campaign.py
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scripts/build_otc_campaign.py
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#!/usr/bin/env python3
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"""Build the OTC issuer reincorporation/compliance outreach campaign.
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Audience: US-domestic OTC SEC issuers (from harvest_otc_issuers.py +
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scrape_otc_emails.py + verify). Hook: redomesticate-to-Texas for DE/NV issuers;
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cross-sell registered agent / foreign qualification / annual report / franchise
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tax. High per-deal value, small universe (~700-900), so NOT warmup-capped the
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same way -- but still MX-aware and same-day-coupon enabled. Reuses the trucking
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sender plumbing.
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Input CSV (verified): cik,name,ticker,state_inc,phone,city,state,zip,domain,email
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plus verify columns. Only rows with a verified email are emailed.
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Usage:
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python3 scripts/build_otc_campaign.py VERIFIED.csv --start-campaign
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python3 scripts/build_otc_campaign.py VERIFIED.csv --preview
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python3 scripts/build_otc_campaign.py VERIFIED.csv --dry-run
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"""
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from __future__ import annotations
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import argparse
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import csv
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import os
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import sys
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from datetime import datetime, timezone, timedelta, date
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ROOT = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
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if ROOT not in sys.path:
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sys.path.insert(0, ROOT)
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import psycopg2 # noqa: E402
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import scripts.build_trucking_campaigns as tc # noqa: E402
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LOG = tc.LOG
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SOURCE_ENV = "CAMPAIGN_OTC_REINCORP_ID"
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LP_LINK = f"{tc.SITE_DOMAIN}/contact?service=reincorporation"
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STATE_NAMES = {
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"DE": "Delaware", "NV": "Nevada", "CA": "California", "NY": "New York",
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"FL": "Florida", "TX": "Texas", "CO": "Colorado", "WY": "Wyoming",
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"MD": "Maryland", "IA": "Iowa", "MN": "Minnesota", "NJ": "New Jersey",
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}
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def verified_ok(r: dict) -> bool:
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e = (r.get("email") or "").strip()
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if not e or "@" not in e:
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return False
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vr = (r.get("verify_ok") or r.get("verify_reason") or "").strip().lower()
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# Accept if verifier passed, or if the column is absent (treat present email
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# as usable -- but prefer running verify first).
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if "verify_ok" in r:
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return str(r.get("verify_ok")).strip().upper() in ("Y", "YES", "TRUE", "1")
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return True
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def main() -> int:
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ap = argparse.ArgumentParser()
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ap.add_argument("infile")
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ap.add_argument("--start-campaign", action="store_true")
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ap.add_argument("--preview", action="store_true")
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ap.add_argument("--dry-run", action="store_true")
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ap.add_argument("--limit", type=int, default=int(os.getenv("OTC_DAILY_CAP", "400")))
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ap.add_argument("--de-nv-only", action="store_true",
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help="only Delaware/Nevada issuers (best reincorp fit)")
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args = ap.parse_args()
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import logging
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logging.basicConfig(level=os.getenv("LOG_LEVEL", "INFO"),
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format="%(asctime)s %(levelname)s %(message)s")
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rows = [r for r in csv.DictReader(open(args.infile, newline="", encoding="utf-8"))
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if verified_ok(r)]
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if args.de_nv_only:
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rows = [r for r in rows if (r.get("state_inc") or "").strip() in ("DE", "NV")]
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LOG.info("[otc] %d emailable issuers (de_nv_only=%s)", len(rows), args.de_nv_only)
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src = os.getenv(SOURCE_ENV)
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if not src:
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LOG.error("[otc] %s not set -- create the OTC source campaign first", SOURCE_ENV)
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return 2
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base = tc.get_base_campaign(int(src))
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conn = psycopg2.connect(tc.DB_URL)
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coupon = None
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if args.start_campaign and not args.preview and not args.dry_run:
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try:
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coupon = tc.get_or_create_daily_coupon(conn, date.today())
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except Exception as exc: # noqa: BLE001
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LOG.warning("[otc] coupon mint failed: %s", exc)
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def attribs(r):
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si = (r.get("state_inc") or "").strip()
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return {
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"company": r.get("name", ""), "ticker": r.get("ticker", ""),
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"state_inc": si, "state_inc_name": STATE_NAMES.get(si, si or "your state"),
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"lp_link": LP_LINK,
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**tc.coupon_attribs(coupon),
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}
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if args.preview:
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subs = [{"email": tc.TEST_EMAIL, "name": "Sample Issuer",
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"attribs": attribs({"name": "Sample Issuer Inc.", "ticker": "SMPL",
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"state_inc": "DE"})}]
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else:
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subs = []
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seen = set()
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for r in rows[:args.limit]:
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e = r["email"].strip().lower()
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if e in seen:
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continue
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seen.add(e)
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subs.append({"email": e, "name": r.get("name", e), "attribs": attribs(r)})
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today = date.today().isoformat()
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list_name = f"OTC Reincorporation - {today}"
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campaign_name = f"OTC Reincorporation - {date.today().strftime('%b %d %Y')}"
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if args.dry_run:
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LOG.info("[otc] DRY RUN -- would email %d issuers (coupon=%s)", len(subs), coupon)
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return 0
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list_id = tc.create_list(list_name)
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added = tc.import_subscribers(list_id, subs)
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LOG.info("[otc] list %d: %d/%d added", list_id, added, len(subs))
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if added == 0:
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LOG.error("[otc] 0 added; aborting")
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return 1
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send_at = datetime.now(timezone.utc) + timedelta(minutes=5)
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cid = tc.create_and_schedule_campaign(
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base, list_id, campaign_name, send_at, schedule=args.start_campaign and not args.preview)
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LOG.info("[otc] campaign %d created (%s)", cid,
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"scheduled" if args.start_campaign and not args.preview else "draft")
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conn.close()
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return 0
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if __name__ == "__main__":
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raise SystemExit(main())
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