UPL-proof document templates + reliable bounce sync

Templates (22 files): - Replace "Reviewed By" with "Document prepared by" + consulting disclaimer - Add "not a law firm / not legal advice" footer to all CPNI, CALEA, RMD docs - Change "on behalf of" to "at the direction of" in discontinuance letter - Reframe RMD penalty language as client acknowledgment Bounce sync: - New listmonk-bounce-sync.py replaces unreliable bash tail watcher - Scans full mail.log, matches QIDs to campaign senders, inserts directly into Listmonk DB with proper subscriber_id foreign keys - Idempotent, runs via cron every 5 minutes Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-05-21 15:06:29 -05:00 · 2026-05-21 15:06:29 -05:00 · ba2f6eb667
commit ba2f6eb667
parent d39e10485f
23 changed files with 367 additions and 17 deletions
--- a/scripts/document_gen/templates/_styles.py
+++ b/scripts/document_gen/templates/_styles.py
@ -133,7 +133,7 @@ def add_pw_footer(doc, entity_name: str = "") -> None:
        p.alignment = WD_ALIGN_PARAGRAPH.CENTER

        # "Prepared by Performance West Inc." text
-        run = p.add_run("Prepared by Performance West Inc.")
+        run = p.add_run("Prepared by Performance West Inc., a regulatory compliance consulting firm")
        run.font.size = PW.FOOTER_SIZE
        run.font.color.rgb = PW.LIGHT_GRAY
        run.font.name = PW.FONT_FAMILY
--- a/scripts/document_gen/templates/calea_audio_bridge_generator.py
+++ b/scripts/document_gen/templates/calea_audio_bridge_generator.py
@ -203,7 +203,9 @@ def generate_calea_audio_bridge(
    _body(doc, f"{signatory_title}, {entity_name}")
    _body(doc, f"Effective Date: {effective}")
    if frn: _body(doc, f"FRN: {frn}")
-    _body(doc, f"Reviewed By: {reviewer_name}, {reviewer_company}")
+    _body(doc, f"Document prepared by {reviewer_name}, {reviewer_company}")
+    _body(doc, "Performance West Inc. is a regulatory compliance consulting firm, not a law firm. "
+               "This document does not constitute legal advice or legal representation.")
    _body(doc, f"Next Review Date: {next_review}")

    out = Path(output_path)
--- a/scripts/document_gen/templates/calea_clec_ss7_generator.py
+++ b/scripts/document_gen/templates/calea_clec_ss7_generator.py
@ -240,7 +240,9 @@ def generate_calea_clec_ss7(
    _body(doc, f"Effective Date: {effective}")
    if frn:
        _body(doc, f"FRN: {frn}")
-    _body(doc, f"Reviewed By: {reviewer_name}, {reviewer_company}")
+    _body(doc, f"Document prepared by {reviewer_name}, {reviewer_company}")
+    _body(doc, "Performance West Inc. is a regulatory compliance consulting firm, not a law firm. "
+               "This document does not constitute legal advice or legal representation.")
    _body(doc, f"Next Review Date: {next_review}")

    out = Path(output_path)
--- a/scripts/document_gen/templates/calea_ixc_ss7_generator.py
+++ b/scripts/document_gen/templates/calea_ixc_ss7_generator.py
@ -209,7 +209,9 @@ def generate_calea_ixc_ss7(
    _body(doc, f"{signatory_title}, {entity_name}")
    _body(doc, f"Effective Date: {effective}")
    if frn: _body(doc, f"FRN: {frn}")
-    _body(doc, f"Reviewed By: {reviewer_name}, {reviewer_company}")
+    _body(doc, f"Document prepared by {reviewer_name}, {reviewer_company}")
+    _body(doc, "Performance West Inc. is a regulatory compliance consulting firm, not a law firm. "
+               "This document does not constitute legal advice or legal representation.")
    _body(doc, f"Next Review Date: {next_review}")

    out = Path(output_path)
--- a/scripts/document_gen/templates/calea_satellite_generator.py
+++ b/scripts/document_gen/templates/calea_satellite_generator.py
@ -210,7 +210,9 @@ def generate_calea_satellite(
    _body(doc, f"{signatory_title}, {entity_name}")
    _body(doc, f"Effective Date: {effective}")
    if frn: _body(doc, f"FRN: {frn}")
-    _body(doc, f"Reviewed By: {reviewer_name}, {reviewer_company}")
+    _body(doc, f"Document prepared by {reviewer_name}, {reviewer_company}")
+    _body(doc, "Performance West Inc. is a regulatory compliance consulting firm, not a law firm. "
+               "This document does not constitute legal advice or legal representation.")
    _body(doc, f"Next Review Date: {next_review}")

    out = Path(output_path)
--- a/scripts/document_gen/templates/calea_ssi_generator.py
+++ b/scripts/document_gen/templates/calea_ssi_generator.py
@ -298,7 +298,9 @@ def generate_calea_ssi_plan(
    _body(doc, f"Effective Date: {effective}")
    if frn:
        _body(doc, f"FRN: {frn}")
-    _body(doc, f"Reviewed By: {reviewer_name}, {reviewer_company}")
+    _body(doc, f"Document prepared by {reviewer_name}, {reviewer_company}")
+    _body(doc, "Performance West Inc. is a regulatory compliance consulting firm, not a law firm. "
+               "This document does not constitute legal advice or legal representation.")
    _body(doc, f"Next Review Date: {next_review}")

    out = Path(output_path)
--- a/scripts/document_gen/templates/calea_wireless_generator.py
+++ b/scripts/document_gen/templates/calea_wireless_generator.py
@ -221,7 +221,9 @@ def generate_calea_wireless(
    _body(doc, f"{signatory_title}, {entity_name}")
    _body(doc, f"Effective Date: {effective}")
    if frn: _body(doc, f"FRN: {frn}")
-    _body(doc, f"Reviewed By: {reviewer_name}, {reviewer_company}")
+    _body(doc, f"Document prepared by {reviewer_name}, {reviewer_company}")
+    _body(doc, "Performance West Inc. is a regulatory compliance consulting firm, not a law firm. "
+               "This document does not constitute legal advice or legal representation.")
    _body(doc, f"Next Review Date: {next_review}")

    out = Path(output_path)
--- a/scripts/document_gen/templates/calea_wireless_mvno_generator.py
+++ b/scripts/document_gen/templates/calea_wireless_mvno_generator.py
@ -219,7 +219,9 @@ def generate_calea_wireless_mvno(
    _body(doc, f"{signatory_title}, {entity_name}")
    _body(doc, f"Effective Date: {effective}")
    if frn: _body(doc, f"FRN: {frn}")
-    _body(doc, f"Reviewed By: {reviewer_name}, {reviewer_company}")
+    _body(doc, f"Document prepared by {reviewer_name}, {reviewer_company}")
+    _body(doc, "Performance West Inc. is a regulatory compliance consulting firm, not a law firm. "
+               "This document does not constitute legal advice or legal representation.")
    _body(doc, f"Next Review Date: {next_review}")

    out = Path(output_path)
--- a/scripts/document_gen/templates/cpni_audio_bridge_generator.py
+++ b/scripts/document_gen/templates/cpni_audio_bridge_generator.py
@ -256,6 +256,18 @@ def generate_cpni_audio_bridge(
    dp = doc.add_paragraph(); dp.add_run(f"Date: {today}").font.size = Pt(10)
    _sp(dp, after=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/cpni_cert_letter_generator.py
+++ b/scripts/document_gen/templates/cpni_cert_letter_generator.py
@ -580,6 +580,18 @@ def generate_cpni_cert_letter(
        sig_email_p.add_run(f"Email: {contact_email}").font.size = Pt(10)
        _set_spacing(sig_email_p, after_pt=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    # ── Save ──────────────────────────────────────────────────────
    output = Path(output_path)
    output.parent.mkdir(parents=True, exist_ok=True)
--- a/scripts/document_gen/templates/cpni_clec_generator.py
+++ b/scripts/document_gen/templates/cpni_clec_generator.py
@ -359,6 +359,18 @@ def generate_cpni_clec(
    dp.add_run(f"Date: {today}").font.size = Pt(10)
    _set_spacing(dp, after_pt=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/cpni_clec_reseller_generator.py
+++ b/scripts/document_gen/templates/cpni_clec_reseller_generator.py
@ -300,6 +300,18 @@ def generate_cpni_clec_reseller(
    dp.add_run(f"Date: {today}").font.size = Pt(10)
    _set_spacing(dp, after_pt=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/cpni_ixc_generator.py
+++ b/scripts/document_gen/templates/cpni_ixc_generator.py
@ -282,6 +282,18 @@ def generate_cpni_ixc(
    dp = doc.add_paragraph(); dp.add_run(f"Date: {today}").font.size = Pt(10)
    _sp(dp, after=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/cpni_ixc_reseller_generator.py
+++ b/scripts/document_gen/templates/cpni_ixc_reseller_generator.py
@ -263,6 +263,18 @@ def generate_cpni_ixc_reseller(
    dp = doc.add_paragraph(); dp.add_run(f"Date: {today}").font.size = Pt(10)
    _sp(dp, after=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/cpni_private_line_generator.py
+++ b/scripts/document_gen/templates/cpni_private_line_generator.py
@ -218,6 +218,18 @@ def generate_cpni_private_line(
    dp = doc.add_paragraph(); dp.add_run(f"Date: {today}").font.size = Pt(10)
    _sp(dp, after=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/cpni_procedure_statement_generator.py
+++ b/scripts/document_gen/templates/cpni_procedure_statement_generator.py
@ -22,7 +22,7 @@ Canonical section outline:
  9. Enforcement and Penalties
  10. Contact Information

-Footer: Effective Date / Signatory / Reviewed By / Next Review Date.
+Footer: Effective Date / Signatory / Prepared By / Next Review Date.

 Usage:
    from scripts.document_gen.templates.cpni_procedure_statement_generator import (
@ -248,9 +248,23 @@ def generate_cpni_procedure_statement(
        title_suffix = f", {signatory_title}" if signatory_title else ""
        _body(doc, f"Signatory: {signatory_name}{title_suffix}, {entity_name}")
    if reviewer_name:
-        _body(doc, f"Reviewed By: {reviewer_name}, {reviewer_company}")
+        _body(doc, f"Document prepared by {reviewer_name}, {reviewer_company}")
+        _body(doc, "Performance West Inc. is a regulatory compliance consulting firm, not a law firm. "
+                   "This document does not constitute legal advice or legal representation.")
    _body(doc, f"Next Review Date: {next_review}")

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/cpni_satellite_generator.py
+++ b/scripts/document_gen/templates/cpni_satellite_generator.py
@ -265,6 +265,18 @@ def generate_cpni_satellite(
    dp = doc.add_paragraph(); dp.add_run(f"Date: {today}").font.size = Pt(10)
    _sp(dp, after=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/cpni_wireless_generator.py
+++ b/scripts/document_gen/templates/cpni_wireless_generator.py
@ -275,6 +275,18 @@ def generate_cpni_wireless(
    dp = doc.add_paragraph(); dp.add_run(f"Date: {today}").font.size = Pt(10)
    _sp(dp, after=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/cpni_wireless_mvno_generator.py
+++ b/scripts/document_gen/templates/cpni_wireless_mvno_generator.py
@ -266,6 +266,18 @@ def generate_cpni_wireless_mvno(
    dp = doc.add_paragraph(); dp.add_run(f"Date: {today}").font.size = Pt(10)
    _sp(dp, after=2)

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    out = Path(output_path)
    out.parent.mkdir(parents=True, exist_ok=True)
    doc.save(str(out))
--- a/scripts/document_gen/templates/form_499a_discontinuance_letter_generator.py
+++ b/scripts/document_gen/templates/form_499a_discontinuance_letter_generator.py
@ -149,7 +149,7 @@ def generate_discontinuance_letter(
    # Paragraph 1: Purpose
    _add_body(
        doc,
-        f"On behalf of {entity_name}"
+        f"At the direction of {entity_name}"
        f"{' (Filer ID: ' + filer_id + ')' if filer_id else ''}"
        f"{' (FRN: ' + frn + ')' if frn else ''}, "
        f"this letter serves as a formal request to deactivate the above-referenced "
@ -283,8 +283,8 @@ def generate_discontinuance_letter(
    _add_body(doc, "", size=Pt(6))
    _add_body(
        doc,
-        f"Prepared by Performance West Inc. on behalf of {entity_name}. "
-        f"Generated {today_str}.",
+        f"Document prepared by Performance West Inc., a regulatory compliance consulting firm (not a law firm), "
+        f"at the direction of {entity_name}. Generated {today_str}.",
        italic=True, size=Pt(8), color=RGBColor(0x99, 0x99, 0x99),
    )

--- a/scripts/document_gen/templates/rmd_exhibit_a_generator.py
+++ b/scripts/document_gen/templates/rmd_exhibit_a_generator.py
@ -556,10 +556,10 @@ def generate_exhibit_a(
        "Responds promptly to FCC deficiency notices, curing issues within specified timeframes to avoid RMD removal or traffic blocking.",
    ])
    _add_body(doc, (
-        "Noncompliance risks under the 2025 RMD R&O include a base forfeiture "
-        "of $10,000 for false or inaccurate information and $1,000 per day "
-        "until cured for failure to update RMD information within 10 "
-        "business days of a material change."
+        f"{entity_abbr} acknowledges that under the 2025 RMD R&O, noncompliance "
+        "penalties include a base forfeiture of $10,000 for false or inaccurate "
+        "information and $1,000 per day until cured for failure to update RMD "
+        "information within 10 business days of a material change."
    ))

    # ── 6. Future Enhancements ──
@ -610,6 +610,18 @@ def generate_exhibit_a(
    _add_body(doc, entity_name)
    _add_body(doc, f"Date: {today}")

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    # Save
    output = Path(output_path)
    output.parent.mkdir(parents=True, exist_ok=True)
--- a/scripts/document_gen/templates/rmd_letter_generator.py
+++ b/scripts/document_gen/templates/rmd_letter_generator.py
@ -666,6 +666,18 @@ def generate_rmd_letter(
            italic=True,
        )

+    # ── Consulting Disclosure ─────────────────────────────────────
+    doc.add_paragraph()  # spacer
+    disc_p = doc.add_paragraph()
+    disc_r = disc_p.add_run(
+        "Document prepared with assistance from Performance West Inc., "
+        "a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
+        "and this document does not constitute legal advice or legal representation."
+    )
+    disc_r.font.size = Pt(7)
+    disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
+    disc_r.font.italic = True
+
    # Save
    output = Path(output_path)
    output.parent.mkdir(parents=True, exist_ok=True)