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>
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23 changed files with 367 additions and 17 deletions
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@ -22,7 +22,7 @@ Canonical section outline:
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9. Enforcement and Penalties
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10. Contact Information
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Footer: Effective Date / Signatory / Reviewed By / Next Review Date.
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Footer: Effective Date / Signatory / Prepared By / Next Review Date.
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Usage:
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from scripts.document_gen.templates.cpni_procedure_statement_generator import (
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@ -248,9 +248,23 @@ def generate_cpni_procedure_statement(
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title_suffix = f", {signatory_title}" if signatory_title else ""
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_body(doc, f"Signatory: {signatory_name}{title_suffix}, {entity_name}")
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if reviewer_name:
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_body(doc, f"Reviewed By: {reviewer_name}, {reviewer_company}")
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_body(doc, f"Document prepared by {reviewer_name}, {reviewer_company}")
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_body(doc, "Performance West Inc. is a regulatory compliance consulting firm, not a law firm. "
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"This document does not constitute legal advice or legal representation.")
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_body(doc, f"Next Review Date: {next_review}")
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# ── Consulting Disclosure ─────────────────────────────────────
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doc.add_paragraph() # spacer
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disc_p = doc.add_paragraph()
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disc_r = disc_p.add_run(
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"Document prepared with assistance from Performance West Inc., "
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"a regulatory compliance consulting firm. Performance West Inc. is not a law firm "
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"and this document does not constitute legal advice or legal representation."
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)
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disc_r.font.size = Pt(7)
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disc_r.font.color.rgb = RGBColor(0x99, 0x99, 0x99)
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disc_r.font.italic = True
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out = Path(output_path)
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out.parent.mkdir(parents=True, exist_ok=True)
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doc.save(str(out))
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