DOT D&A binder: editable DOCX output, all 6 forms each full-page, service-aware delivery email
- Rewrite dot_da_binder_generator.py to emit an editable .docx (was reportlab PDF) so carriers/counsel can review and adapt the program. ~4000 words, 10 sections. - Render all six required forms (A-F); previously only A, D, E existed. Each form starts on its own page (page break) and fills a page. - Mode-aware policy text for FMCSA/FRA/PHMSA/FTA/FAA/USCG with correct CFR parts and random-testing rates; optional single-state Drug-Free Workplace addendum (federal DOT program is nationwide; only the optional DFWP addendum is state-keyed). - Handler now outputs .docx instead of .pdf. - job_server instant-delivery: attach DOCX (correct MIME) as well as PDF, and use DOT-specific email copy + CTA instead of the FCC/telecom boilerplate.
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justin
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4 changed files with 1138 additions and 672 deletions
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@ -790,11 +790,14 @@ def _pw_email_html(headline: str, body_paragraphs: list[str], cta_text: str = ""
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def _send_instant_delivery(
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*, customer_email: str, customer_name: str, order_number: str,
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service_name: str, minio_paths: list[str], storage,
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service_slug: str = "",
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):
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"""Email generated PDFs to the customer immediately after payment.
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"""Email generated deliverables to the customer immediately after payment.
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Only sends PDF files — DOCX files are internal (for authority
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submission or admin review). Sends fancy branded HTML email.
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Attaches customer-facing documents (PDF and DOCX). Some services deliver an
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editable DOCX (e.g. the DOT Drug & Alcohol binder, intended for the
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carrier/its counsel to review and adopt); others deliver print-ready PDFs.
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Email copy is tailored per service. Sends fancy branded HTML email.
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"""
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import smtplib
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from email.mime.multipart import MIMEMultipart
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@ -804,11 +807,16 @@ def _send_instant_delivery(
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from pathlib import Path
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import tempfile
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# Filter to PDFs only — DOCX is for internal/authority use
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pdf_paths = [p for p in minio_paths if p.lower().endswith(".pdf")]
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if not pdf_paths:
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LOG.info("No PDFs to deliver for %s (only DOCX generated)", order_number)
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# Customer-facing deliverables: PDFs and DOCX (e.g. the editable DOT binder).
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# Anything else (xlsx working files, etc.) stays internal.
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deliver_paths = [
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p for p in minio_paths
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if p.lower().endswith(".pdf") or p.lower().endswith(".docx")
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]
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if not deliver_paths:
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LOG.info("No customer deliverables to send for %s", order_number)
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return
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pdf_paths = deliver_paths # name kept for downstream attach loop
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smtp_host = os.environ.get("SMTP_HOST", "co.carrierone.com")
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smtp_port = int(os.environ.get("SMTP_PORT", "587"))
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@ -826,43 +834,101 @@ def _send_instant_delivery(
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for p in pdf_paths
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)
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body_parts = [
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f"Hi {name},",
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f"Your <strong>{service_name}</strong> documents for order <strong>{order_number}</strong> are attached.",
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f"<ul style=\"margin:8px 0 14px;padding-left:20px;\">{file_list}</ul>",
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"These documents were generated automatically upon payment confirmation. "
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"If your order includes an FCC portal submission (e.g., ECFS upload for CPNI, "
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"or RMD registration), our team will handle that separately and send you a "
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"<strong>confirmation email with the filing confirmation number</strong> once submitted.",
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"If anything in the documents is incorrect, don't worry — just reply "
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"to this email or contact us at <a href=\"mailto:info@performancewest.net\" style=\"color:#059669;\">info@performancewest.net</a> "
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"and we'll fix it right away. A corrected submission will replace the original at no additional charge.",
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"<span style=\"font-size:13px;color:#6b7280;\">This fee is tax deductible as an ordinary business expense under IRC § 162.</span>",
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"— Performance West Compliance Team",
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]
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is_dot = (service_slug or "").lower() in (
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"dot-drug-alcohol", "dot-drug-alcohol-program", "dot-da",
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) or "drug & alcohol" in (service_name or "").lower()
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if is_dot:
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body_parts = [
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f"Hi {name},",
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f"Your <strong>{service_name}</strong> for order "
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f"<strong>{order_number}</strong> is attached as an editable Word "
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"document.",
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f"<ul style=\"margin:8px 0 14px;padding-left:20px;\">{file_list}</ul>",
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"This binder is a complete, ready-to-adopt program: a written "
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"testing policy, step-by-step instructions for your Designated "
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"Employer Representative, supervisor reasonable-suspicion training "
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"materials, SAP and treatment resources, a recordkeeping schedule, "
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"and every form you need (Forms A–F).",
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"<strong>What to do next:</strong> open the document, fill in the "
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"blanks (DER name, testing provider, effective date), have it "
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"reviewed by your counsel if you wish, then sign the policy, give a "
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"copy to each covered employee, and collect a signed acknowledgment "
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"(Form A). Keep everything per the recordkeeping schedule in "
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"Section 8.",
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"Because it is a Word file, you and your attorney can edit it "
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"freely to match your operation.",
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"Questions or need a correction? Just reply to this email or "
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"contact us at <a href=\"mailto:info@performancewest.net\" "
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"style=\"color:#059669;\">info@performancewest.net</a> — "
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"we'll help right away at no additional charge.",
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"<span style=\"font-size:13px;color:#6b7280;\">This fee is tax "
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"deductible as an ordinary business expense under IRC § 162."
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"</span>",
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"— Performance West Compliance Team",
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]
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cta_text = "Manage My DOT Compliance"
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cta_url = "https://performancewest.net/services/dot-drug-alcohol"
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headline = "Your DOT Drug & Alcohol Compliance Binder is ready"
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else:
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body_parts = [
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f"Hi {name},",
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f"Your <strong>{service_name}</strong> documents for order "
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f"<strong>{order_number}</strong> are attached.",
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f"<ul style=\"margin:8px 0 14px;padding-left:20px;\">{file_list}</ul>",
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"These documents were generated automatically upon payment "
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"confirmation. If your order includes an FCC portal submission "
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"(e.g., ECFS upload for CPNI, or RMD registration), our team will "
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"handle that separately and send you a <strong>confirmation email "
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"with the filing confirmation number</strong> once submitted.",
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"If anything in the documents is incorrect, don't worry — "
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"just reply to this email or contact us at "
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"<a href=\"mailto:info@performancewest.net\" "
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"style=\"color:#059669;\">info@performancewest.net</a> and we'll "
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"fix it right away. A corrected submission will replace the "
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"original at no additional charge.",
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"<span style=\"font-size:13px;color:#6b7280;\">This fee is tax "
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"deductible as an ordinary business expense under IRC § 162."
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"</span>",
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"— Performance West Compliance Team",
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]
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cta_text = "Check My FCC Compliance Status"
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cta_url = "https://performancewest.net/tools/fcc-compliance-check"
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headline = f"Your {service_name} documents are ready"
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html = _pw_email_html(
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headline=f"Your {service_name} documents are ready",
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headline=headline,
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body_paragraphs=body_parts,
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cta_text="Check My FCC Compliance Status",
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cta_url="https://performancewest.net/tools/fcc-compliance-check",
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cta_text=cta_text,
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cta_url=cta_url,
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)
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msg = MIMEMultipart("mixed")
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msg["From"] = from_email
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msg["To"] = customer_email
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msg["Subject"] = f"Your {service_name} documents are ready \u2014 Order {order_number}"
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msg["Subject"] = (
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f"Your {service_name} is ready \u2014 Order {order_number}"
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if is_dot else
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f"Your {service_name} documents are ready \u2014 Order {order_number}"
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)
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msg["Reply-To"] = "info@performancewest.net"
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msg.attach(MIMEText(html, "html"))
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# Download PDFs from MinIO and attach
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# Download deliverables from MinIO and attach (PDF + DOCX)
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with tempfile.TemporaryDirectory() as tmpdir:
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for remote_path in pdf_paths:
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local_path = os.path.join(tmpdir, Path(remote_path).name)
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try:
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storage.download(remote_path, local_path)
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if remote_path.lower().endswith(".docx"):
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subtype = (
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"vnd.openxmlformats-officedocument."
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"wordprocessingml.document"
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)
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else:
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subtype = "pdf"
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with open(local_path, "rb") as f:
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part = MIMEBase("application", "pdf")
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part = MIMEBase("application", subtype)
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part.set_payload(f.read())
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encoders.encode_base64(part)
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part.add_header(
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@ -1219,6 +1285,7 @@ def handle_process_compliance_service(payload: dict) -> dict:
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service_name=handler_cls.SERVICE_NAME if hasattr(handler_cls, "SERVICE_NAME") else service_slug,
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minio_paths=minio_paths,
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storage=storage,
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service_slug=service_slug,
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)
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LOG.info("Instant delivery sent to %s for %s (%s)",
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customer_email, effective_order_number, service_slug)
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@ -2,20 +2,24 @@
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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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generate a complete, editable Word (.docx) "binder" and email it to them
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automatically (no admin step). DOCX is used so the carrier and its counsel
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can review and adapt the program before adopting it. The binder bundles the
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written testing policy, program-management instructions, supervisor-training
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materials and access, EAP / rehab / SAP resources, regulation citations,
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random-testing instructions, all required forms (A-F, each on its own page),
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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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Drug-Free Workplace addendum (keyed to the carrier's home/principal state,
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not per-employee — the federal DOT program itself is nationwide and not
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state-specific).
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Returns the local PDF path so job_server uploads it to MinIO and the
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Returns the local DOCX 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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@ -92,7 +96,7 @@ class DrugAlcoholProgramHandler(BaseServiceHandler):
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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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work_dir, f"DOT_DA_Compliance_Binder_{safe_name}_{date_str}.docx"
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)
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from scripts.document_gen.templates.dot_da_binder_generator import (
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