Drop the two self-listings (Performance West C-TPA and supervisor training) and
the National Drug Screening / NDS entries from the Suggested Vendors panels.
The non-endorsement disclaimer (which still names Performance West) is unchanged.
- Add a one-page 'DER Quick-Start Checklist' tear-off as the first content page
(set-up-once / every-hire / ongoing checkboxes, each pointing to the relevant
section or form).
- Add a two-column 'Suggested Vendors & Resources' directory page: C-TPA/
consortium, collection sites & labs, MRO, SAP, supervisor training, and (mode-
aware) FMCSA Clearinghouse or DOT resources, plus employee help lines. Marked
as examples not endorsements; mode-aware.
- Remove forced page breaks between consecutive content sections (now a light
section rule) so they flow continuously; page breaks kept only for the cover,
quick-start, TOC, each form, the vendor page, regulations, and the addendum.
- New builder helpers: section_rule(), checkbox(), two_col_panels().
Adds the real-world know-how a first-time DER needs beyond the bare regs:
- Owner-operators / one-driver companies (must use a consortium; cannot self-test
or self-select) — the most misunderstood case.
- Audits & penalties: what the new-entrant safety audit asks for and the
consequences of no program (civil penalties, failed audit, out-of-service).
- Problem test results: dilute, shy bladder, cancelled test, split-specimen.
- Prescriptions / marijuana / CBD (marijuana prohibited regardless of state law;
CBD trap; route medical questions to the MRO).
- What counts as a refusal (treated as a positive).
- Costs & timeline expectations.
- DER do's and don'ts (act same-day, keep records separate/confidential, never
tip off a random selection, don't interpret results yourself).
Customers (the DER) had no concrete how-to for onboarding/enrolling drivers or
what information to collect. Add:
- Section 1 'Enrolling a driver (new-hire onboarding)' subsection: exact info to
collect, the onboarding sequence (collect info, sign Forms A/B, Clearinghouse
query, prior-employer inquiry, add to C-TPA pool, pre-employment test, wait for
MRO negative), and a driver-removal note.
- Form G — Driver Enrollment & Covered-Employee Roster: per-driver enrollment
block (name, DOB, SSN last4, CDL #/state, contact, hire date, test result,
Clearinghouse/prior-employer status) plus a roster table for the covered pool.
- TOC, email, and handler text updated A-F -> A-G.
- 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.
Turn the DOT Drug & Alcohol Compliance Program into an automated
instant-delivery deliverable: when a carrier orders, we generate a
complete, print-ready PDF binder and email it (no admin step).
The binder (dot_da_binder_generator.py) bundles everything a small
carrier needs under 49 CFR Part 382 + Part 40:
- How to manage the program (DER setup + annual operations)
- Written drug & alcohol testing policy for employees
- The six DOT test scenarios + triggers
- Random testing / consortium (C-TPA) instructions
- Supervisor reasonable-suspicion training + live/online access
- Violations, SAP access, return-to-duty / follow-up
- EAP / rehab / treatment resources (SAMHSA, 988, locator, ODAPC)
- Recordkeeping retention schedule
- Ready-to-use forms (acknowledgment, reasonable-suspicion,
post-accident decision worksheet)
- Regulation citations
- Optional state Drug-Free Workplace addendum
Policy-variant selection: FMCSA (Part 382) is the trucking default;
honors an explicit dot_da_mode override for FRA/PHMSA/FTA/FAA/USCG.
New DrugAlcoholProgramHandler returns the binder PDF; slug added to
INSTANT_DELIVERY_SLUGS so job_server emails it automatically. Slug
rerouted from MCS150UpdateHandler (was admin-assisted enrollment) and
re-priced as a discountable own-deliverable (no passthrough cost).
Tests: scripts/tests/test_dot_da_binder.py (FMCSA sections, PHMSA+state
addendum, all-modes render) — passing.
- filing_attestation.py: generates cover page attesting PW submitted document
to recipient with date/time stamp, contact info, and digital signature
- fax_sender.py: sends PDFs via VitalPBX API, polls for delivery, generates
attested copy for customer records
- dot-lookup.ts: if DOT has pending MCS-150 order, show green 'UPDATE SUBMITTED'
instead of red 'OVERDUE' in compliance checker
- requirements.txt: add pyhanko + cryptography for PDF digital signatures
Uses pypdf to fill the official MCS-150/150B/150C fillable PDFs.
Maps intake data to 289 form fields (text + checkboxes).
Supports form type detection (standard vs hazmat vs intermodal).
Produces ready-to-fax PDF from intake data.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
PayPal capture was defaulting to canada_crtc_orders table for all
non-formation orders. Now properly routes compliance_batch orders
to compliance_orders table with batch_id lookup. Also infers
order type from ID prefix (CB-=batch, CO-=compliance, FO-=formation).
MCS-150 form generator: produces DOCX with fax cover sheet + filled
MCS-150 form for faxing to FMCSA at 202-366-3477.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
- Set Calibri as explicit font on all runs via _run() helper
- Added note that many large US carriers work with Canadian carriers
and to ask about specific regulatory requirements
- BCM One ownership for Flowroute
- Cleaned up leftover manual font assignments
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
New DOCX generator with 8 recommended upstream providers:
Fibernetics, Iristel, Flowroute, VoIP.ms, Telnyx, SkySwitch,
Distributel, Allstream. Each with services, website, and notes.
Wired into CRTC handler Step 6a (generates before eSign pause)
and added to binder compiler default sections.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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>
The checklist was a manual-process artifact that listed what info the
client needed to gather. Since all data is now collected through the
intake wizard and CDR upload, the checklist is unnecessary. Removed
from the 499-A handler's prep packet and deleted the 1,326-line
generator file.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
_styles.py: Centralized typography, spacing, and formatting for all
26 DOCX generators. Calibri 9.5pt body, 1.15 line spacing, navy
headings, consistent signature blocks, page numbers, PW footer.
All generators will be migrated to use this instead of defining
their own styles.
Campaign tools:
- campaign_template.html: Styled email template for Listmonk campaigns
- populate_deficiency_list.py: Populates Listmonk with FCC deficiency data
- send_test_campaigns.py: Sends test emails with real carrier data
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Formal letter addressed to USAC Contributor Operations requesting
deactivation of a 499 Filer ID. Covers:
- Entity identification (name, Filer ID, FRN, EIN)
- Reason for deactivation + termination date
- Final 499-A status (zero-revenue included OR filed separately)
- Successor entity info (if applicable)
- Outstanding balance acknowledgment
- Related filings confirmation (RMD, CPNI, BDC)
- Officer signature block
- Entity summary box
Handler updated to:
- Generate the letter via document_gen template
- Upload DOCX to MinIO (compliance/{order_number}/)
- Reference the letter in admin todo
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
STIRShakenStep intake:
- New "Terminate only" option for carriers that only receive pre-signed
calls and don't originate
- Contextual hints for each option explaining requirements
- Show/hide vendor and upstream fields based on selection
RMD letter generator:
- New terminate_only section explaining verification-only posture,
citing 47 CFR § 64.6301 (signing obligation on originating provider)
- Added to needs_exhibit_a list
RMD Exhibit A generator:
- New terminate_only STIR/SHAKEN paragraph with SBC verification language
- Fixed scope paragraph: wholesale/facilities carriers no longer get
"small provider without Class 4 switch" boilerplate
- Fixed OCN paragraph: wholesale carriers get neutral wording instead
of "no OCN required for small retail provider"
RMD filing handler:
- Maps stir_shaken_status to rmd_option for Exhibit A generation
- Passes entity metadata (ocn, wholesale, gateway, contact) to generator
- Maps terminate_only → partial_implementation for FCC RMD form radio
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
