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>
This commit is contained in:
justin 2026-05-21 15:06:29 -05:00
parent d39e10485f
commit ba2f6eb667
23 changed files with 367 additions and 17 deletions

View file

@ -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))