Fix flagged items: CRTC email submission, BITS todo, selector docs, stale plans
- CRTC letter now auto-emailed to secretary.general@crtc.gc.ca after eSign - BITS admin todo updated to reference electronic + physical submission - COLIN selectors.py: documented verification status per step - BC config: added CRTC Secretary General email address - plan.md: marked completed items (eSign, portal auth, CRTC email) - go-live-todo.md: marked Compliance Calendar DocType as imported Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
This commit is contained in:
justin
parent
05eec47528
commit
97dd08c821
8 changed files with 413 additions and 13 deletions
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@ -156,6 +156,7 @@ CONFIG = {
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"postal_code": "J8X 4B1",
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"country": "Canada",
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"website": "https://crtc.gc.ca",
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"email": "secretary.general@crtc.gc.ca",
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"notification_required": True,
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},
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273
scripts/generate_all_templates.py
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273
scripts/generate_all_templates.py
Normal file
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@ -0,0 +1,273 @@
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#!/usr/bin/env python3
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"""Generate sample documents from every DOCX template and email them."""
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import os
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import smtplib
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import tempfile
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from datetime import datetime
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from email import encoders
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from email.mime.base import MIMEBase
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from email.mime.multipart import MIMEMultipart
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from email.mime.text import MIMEText
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WORK = tempfile.mkdtemp(prefix="pw_template_test_")
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DATE_STR = datetime.now().strftime("%Y%m%d")
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TODAY = datetime.now().strftime("%B %d, %Y")
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generated = []
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def try_gen(num, name, func):
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try:
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result = func()
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if result:
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generated.append((name, result))
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print(f"{num}. {name}: {'OK' if result else 'FAIL'}")
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except Exception as e:
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print(f"{num}. {name}: ERROR - {str(e)[:150]}")
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# ── Common kwargs for CPNI variants ────────────────────────────────
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CPNI_COMMON = dict(
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entity_name="Acme Telecom LLC", frn="0015341902",
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filer_id_499="829999",
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address_street="1712 Pioneer Ave, Suite 200",
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address_city="Cheyenne", address_state="WY", address_zip="82001",
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officer_name="John Smith", officer_title="CEO",
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contact_email="john@acmetelecom.example",
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contact_phone="(307) 555-0142",
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reporting_year=2025, complaints_count=0,
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)
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# ── Common kwargs for CALEA variants ───────────────────────────────
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CALEA_COMMON = dict(
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entity_name="Acme Telecom LLC", frn="0015341902",
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law_enforcement_contact={
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"name": "Jane Doe",
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"phone": "(307) 555-0199",
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"email_24h": "compliance@acmetelecom.example",
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},
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signatory_name="John Smith", signatory_title="CEO",
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)
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# 1. RMD Letter
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def gen1():
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from scripts.document_gen.templates.rmd_letter_generator import generate_rmd_letter
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return generate_rmd_letter(
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entity_name="Acme Telecom LLC", frn="0015341902",
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provider_classification="voice_service_provider",
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carrier_category="interconnected_voip",
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stir_shaken_status="partial_implementation",
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upstream_provider_name="Bandwidth.com",
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address_street="1712 Pioneer Ave, Suite 200",
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address_city="Cheyenne", address_state="WY", address_zip="82001",
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contact_name="John Smith", contact_title="CEO",
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contact_email="john@acmetelecom.example", contact_phone="(307) 555-0142",
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ceo_name="John Smith", ceo_title="CEO",
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output_path=os.path.join(WORK, f"01_rmd_letter.docx"),
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)
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try_gen(1, "RMD Certification Letter", gen1)
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# 2. RMD Exhibit A
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def gen2():
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from scripts.document_gen.templates.rmd_exhibit_a_generator import generate_exhibit_a
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return generate_exhibit_a(
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entity_name="Acme Telecom LLC", frn="0015341902",
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carrier_role="ucaas", rmd_option="option2",
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upstream_provider_name="Bandwidth.com",
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contact_name="John Smith", contact_title="CEO",
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contact_email="john@acmetelecom.example", contact_phone="(307) 555-0142",
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address="1712 Pioneer Ave, Suite 200, Cheyenne, WY 82001",
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principals=["John Smith (CEO)"],
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output_path=os.path.join(WORK, f"02_rmd_exhibit_a.docx"),
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)
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try_gen(2, "RMD Exhibit A (Robocall Mitigation Plan)", gen2)
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# 3. CPNI Certification Letter (generic)
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def gen3():
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from scripts.document_gen.templates.cpni_cert_letter_generator import generate_cpni_cert_letter
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return generate_cpni_cert_letter(
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entity_name="Acme Telecom LLC", frn="0015341902",
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filer_id_499="829999",
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address_street="1712 Pioneer Ave, Suite 200",
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address_city="Cheyenne", address_state="WY", address_zip="82001",
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officer_name="John Smith", officer_title="CEO",
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contact_email="john@acmetelecom.example", contact_phone="(307) 555-0142",
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reporting_year=2025, complaints_count=0,
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output_path=os.path.join(WORK, f"03_cpni_cert_generic.docx"),
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)
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try_gen(3, "CPNI Certification Letter (Generic)", gen3)
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# 4. CPNI Procedure Statement
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def gen4():
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from scripts.document_gen.templates.cpni_procedure_statement_generator import generate_cpni_procedure_statement
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return generate_cpni_procedure_statement(
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entity_name="Acme Telecom LLC",
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signatory_name="John Smith", signatory_title="CEO",
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support_email="support@acmetelecom.example",
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output_path=os.path.join(WORK, f"04_cpni_procedures.docx"),
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)
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try_gen(4, "CPNI Procedure Statement", gen4)
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# 5. CALEA SSI Plan (generic VoIP)
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def gen5():
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from scripts.document_gen.templates.calea_ssi_generator import generate_calea_ssi_plan
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return generate_calea_ssi_plan(
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**CALEA_COMMON,
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output_path=os.path.join(WORK, f"05_calea_ssi_voip.docx"),
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)
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try_gen(5, "CALEA SSI Plan (VoIP)", gen5)
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# 6. Discontinuance Letter
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def gen6():
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from scripts.document_gen.templates.form_499a_discontinuance_letter_generator import generate_discontinuance_letter
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return generate_discontinuance_letter(
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entity_name="Acme Telecom LLC", filer_id="829999", frn="0015341902",
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ein="87-1234567", address="1712 Pioneer Ave, Suite 200, Cheyenne, WY 82001",
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officer_name="John Smith", officer_title="CEO",
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officer_email="john@acmetelecom.example", officer_phone="(307) 555-0142",
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termination_date="April 30, 2026",
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discontinuance_reason="Company no longer providing telecommunications services",
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output_path=os.path.join(WORK, f"06_discontinuance.docx"),
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)
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try_gen(6, "USAC Discontinuance Letter", gen6)
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# 7. OCN Request Form
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def gen7():
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from scripts.document_gen.templates.ocn_request_form_generator import generate_ocn_request_packet
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return generate_ocn_request_packet(
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entity_name="Acme Telecom LLC",
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company_contact_name="John Smith",
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company_contact_voice="(307) 555-0142",
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company_contact_email="john@acmetelecom.example",
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company_contact_address="1712 Pioneer Ave, Suite 200, Cheyenne, WY 82001",
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service_category="IPES",
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operating_states=["WY", "CO", "MT"],
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output_path=os.path.join(WORK, f"07_ocn_request.docx"),
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)
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try_gen(7, "NECA OCN Request Form", gen7)
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# 8. Reseller Certification
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def gen8():
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from scripts.document_gen.templates.reseller_cert_attestation_generator import generate_reseller_cert_attestation
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return generate_reseller_cert_attestation(
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output_path=os.path.join(WORK, f"08_reseller_cert.docx"),
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filer_legal_name="Acme Telecom LLC",
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filer_filer_id_499="829999",
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reseller_legal_name="Upstream Carrier Inc",
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reseller_filer_id_499="123456",
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reporting_year=2025,
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filer_contact_name="John Smith",
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filer_contact_email="john@acmetelecom.example",
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)
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try_gen(8, "Reseller Certification Attestation", gen8)
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# 9. CRTC Letter
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def gen9():
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from scripts.document_gen.templates.crtc_letter_generator import generate_crtc_letter
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return generate_crtc_letter(
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entity_name="1234567 B.C. Ltd.",
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incorporation_number="BC1234567",
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registered_office="123 W Georgia St, Vancouver, BC V6B 1J5",
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services_description="Interconnected VoIP and UCaaS services",
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director_name="John Smith",
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ca_domain="acmetelecom.ca",
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output_path=os.path.join(WORK, f"09_crtc_letter.docx"),
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)
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try_gen(9, "CRTC Registration Letter", gen9)
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# 10-18. CPNI variants
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CPNI_VARIANTS = [
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("cpni_clec_generator", "generate_cpni_clec", "CPNI CLEC (Facilities)"),
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("cpni_ixc_generator", "generate_cpni_ixc", "CPNI IXC (Facilities)"),
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("cpni_wireless_generator", "generate_cpni_wireless", "CPNI Wireless (CMRS)"),
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("cpni_clec_reseller_generator", "generate_cpni_clec_reseller", "CPNI CLEC Reseller"),
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("cpni_ixc_reseller_generator", "generate_cpni_ixc_reseller", "CPNI IXC Reseller"),
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("cpni_wireless_mvno_generator", "generate_cpni_wireless_mvno", "CPNI Wireless MVNO"),
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("cpni_private_line_generator", "generate_cpni_private_line", "CPNI Private Line"),
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("cpni_satellite_generator", "generate_cpni_satellite", "CPNI Satellite"),
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("cpni_audio_bridge_generator", "generate_cpni_audio_bridge", "CPNI Audio Bridge"),
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]
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for i, (module, func_name, label) in enumerate(CPNI_VARIANTS, 10):
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def make_gen(m=module, fn=func_name, n=i):
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def gen():
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mod = __import__(f"scripts.document_gen.templates.{m}", fromlist=[fn])
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func = getattr(mod, fn)
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return func(**CPNI_COMMON, output_path=os.path.join(WORK, f"{n:02d}_{m}.docx"))
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return gen
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try_gen(i, label, make_gen())
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# 19-24. CALEA variants
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CALEA_VARIANTS = [
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("calea_wireless_generator", "generate_calea_wireless", "CALEA Wireless (CMRS)"),
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("calea_ixc_ss7_generator", "generate_calea_ixc_ss7", "CALEA IXC SS7"),
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("calea_clec_ss7_generator", "generate_calea_clec_ss7", "CALEA CLEC SS7"),
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("calea_satellite_generator", "generate_calea_satellite", "CALEA Satellite"),
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("calea_wireless_mvno_generator", "generate_calea_wireless_mvno", "CALEA Wireless MVNO"),
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("calea_audio_bridge_generator", "generate_calea_audio_bridge", "CALEA Audio Bridge"),
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]
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for i, (module, func_name, label) in enumerate(CALEA_VARIANTS, 19):
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def make_gen(m=module, fn=func_name, n=i):
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def gen():
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mod = __import__(f"scripts.document_gen.templates.{m}", fromlist=[fn])
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func = getattr(mod, fn)
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return func(**CALEA_COMMON, output_path=os.path.join(WORK, f"{n:02d}_{m}.docx"))
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return gen
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try_gen(i, label, make_gen())
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# 25. Engagement Letter (499-A)
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def gen25():
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from scripts.document_gen.templates.engagement_letter_499a import generate_engagement_letter
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return generate_engagement_letter(
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entity_name="Acme Telecom LLC",
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contact_name="John Smith",
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contact_email="john@acmetelecom.example",
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order_number="CO-TEST-ENG",
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filing_years=[2023, 2024, 2025],
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output_path=os.path.join(WORK, f"25_engagement_letter.docx"),
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)
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try_gen(25, "Engagement Letter (499-A Past-Due)", gen25)
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print(f"\n=== Generated {len(generated)} documents ===")
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# Email all
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if generated:
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msg = MIMEMultipart()
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msg["From"] = "Performance West <noreply@performancewest.net>"
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msg["To"] = "justin@performancewest.net"
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msg["Subject"] = f"All Templates: {len(generated)} documents ({TODAY})"
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msg["Reply-To"] = "info@performancewest.net"
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body = f"{len(generated)} document templates generated with sample data.\n\n"
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body += "Entity: Acme Telecom LLC (FRN: 0015341902)\n\n"
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for name, path in generated:
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size = os.path.getsize(path)
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body += f" {name}: {os.path.basename(path)} ({size:,} bytes)\n"
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msg.attach(MIMEText(body, "plain"))
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for name, path in generated:
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with open(path, "rb") as f:
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part = MIMEBase("application", "octet-stream")
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part.set_payload(f.read())
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encoders.encode_base64(part)
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part.add_header("Content-Disposition", f'attachment; filename="{os.path.basename(path)}"')
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msg.attach(part)
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with smtplib.SMTP("email-smtp.us-east-2.amazonaws.com", 587, timeout=30) as s:
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s.starttls()
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s.login("AKIAYEWLMNWPHSHQWCRD", "BKrUBud+KjyaRA1RiA26FFu1R+hqR4cpFShwbZf7RUzG")
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s.send_message(msg)
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print(f"\nEmailed {len(generated)} documents to justin@performancewest.net")
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@ -1164,7 +1164,30 @@ class CanadaCRTCHandler(BaseServiceHandler):
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from_password=regulatory_pw,
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)
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# 9b: Email print/ship instructions to admin
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# 9b: Email CRTC notification letter to Secretary General
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# Per CRTC Telecom Information Bulletin 2015-134, new entrants
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# must notify the CRTC. Electronic submission is accepted.
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crtc_letter_path = None
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for fpath in generated_files:
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if "crtc" in Path(fpath).name.lower() and fpath.endswith(".pdf"):
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crtc_letter_path = fpath
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break
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if crtc_letter_path and Path(crtc_letter_path).exists():
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try:
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self._send_crtc_notification_email(
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entity_name=formation_order.entity_name,
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order_number=order_number,
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letter_path=crtc_letter_path,
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from_addr=regulatory_from,
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from_password=regulatory_pw,
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)
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LOG.info("[Step 9b] CRTC notification letter emailed to Secretary General")
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except Exception as crtc_err:
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LOG.warning("[Step 9b] Could not email CRTC notification: %s — admin will mail physically", crtc_err)
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else:
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LOG.warning("[Step 9b] No CRTC letter PDF found in generated files — admin will mail physically")
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# 9c: Email print/ship instructions to admin
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binder_company = order_data.get("custom_own_ca_company") or ""
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binder_attn = order_data.get("custom_own_ca_attn") or ""
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if binder_path:
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@ -1556,6 +1579,9 @@ class CanadaCRTCHandler(BaseServiceHandler):
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f"**BITS Registration — {entity_name}** (Order: {order_number})\n\n"
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f"The CRTC notification letter has been sent to the Secretary General "
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f"via the signed letter included in the corporate binder.\n\n"
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f"**CRTC notification submitted:**\n"
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f"- Electronic: notification letter emailed to secretary.general@crtc.gc.ca\n"
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f"- Physical: included in corporate binder (ship to address below)\n\n"
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f"**Action required:**\n"
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f"1. Confirm the binder was shipped to the CRTC address:\n"
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f" {crtc_config.get('secretary_general', 'Secretary General, CRTC')}\n"
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@ -1563,7 +1589,8 @@ class CanadaCRTCHandler(BaseServiceHandler):
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f"{crtc_config.get('city', '')}, {crtc_config.get('province', '')} "
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f"{crtc_config.get('postal_code', '')}\n"
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f"2. Monitor for CRTC acknowledgement letter (30-60 days)\n"
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f"3. File acknowledgement in ERPNext Sensitive ID when received"
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f"3. File acknowledgement in ERPNext Sensitive ID when received\n"
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f"4. After acknowledgement: request ATS activation code ({ats_config.get('activation_code_phone', '1-877-249-2782')})"
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f"{reg_line}"
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f"{gckey_status}"
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)
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@ -2292,6 +2319,55 @@ class CanadaCRTCHandler(BaseServiceHandler):
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self._send_email(to_email=to_email, subject=subject, body=body)
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def _send_crtc_notification_email(
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self,
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entity_name: str,
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order_number: str,
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letter_path: str,
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from_addr: str | None = None,
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from_password: str | None = None,
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) -> None:
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"""Email the signed CRTC notification letter to the Secretary General.
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Sends FROM the customer's regulatory@domain.ca if available, otherwise
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from Performance West. The CRTC accepts electronic notifications.
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On dev, redirects to admin email.
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"""
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crtc_email = "secretary.general@crtc.gc.ca"
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admin_email = os.environ.get("ADMIN_EMAIL", "ops@performancewest.net")
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# Dev mode: redirect to admin
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if os.environ.get("NODE_ENV") == "development":
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crtc_email = admin_email
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LOG.info("Dev mode: redirecting CRTC notification to %s", crtc_email)
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subject = f"Notification of New Telecommunications Service Provider — {entity_name}"
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body = (
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f"Dear Secretary General,\n\n"
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f"Please find attached the formal notification letter for {entity_name}, "
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f"a new telecommunications service provider, pursuant to the Telecommunications Act "
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f"and CRTC Telecom Information Bulletin 2015-134.\n\n"
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f"This notification is being filed on behalf of {entity_name} by "
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f"Performance West Inc., their authorized compliance representative.\n\n"
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f"Please do not hesitate to contact us if any additional information is required.\n\n"
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f"Respectfully,\n"
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f"Performance West Inc.\n"
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f"525 Randall Ave Ste 100-1195\n"
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f"Cheyenne, WY 82001\n"
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f"(888) 411-0383\n"
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f"info@performancewest.net\n\n"
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f"Order reference: {order_number}"
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)
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self._send_email(
|
||||
to_email=crtc_email,
|
||||
subject=subject,
|
||||
body=body,
|
||||
attachment_path=letter_path,
|
||||
from_addr=from_addr,
|
||||
from_password=from_password,
|
||||
)
|
||||
|
||||
@staticmethod
|
||||
def _send_email(
|
||||
self,
|
||||
|
|
|
|||
Loading…
Add table
Add a link
Reference in a new issue