new-site/scripts/workers/services/contractor_review.py
justin f8cd37ac8c Initial commit — Performance West telecom compliance platform
Includes: API (Express/TypeScript), Astro site, Python workers,
document generators, FCC compliance tools, Canada CRTC formation,
Ansible infrastructure, and deployment scripts.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
2026-04-27 06:54:22 -05:00

105 lines
4.2 KiB
Python

"""Contractor Classification Review handler (LLM-based).
Analyzes independent contractor vs. employee classification under IRS, DOL,
and applicable state tests (ABC test, economic reality test, etc.).
"""
from __future__ import annotations
import os
from .base_handler import BaseServiceHandler
SERVICE_SYSTEM_PROMPT = """You are a compliance analyst at Performance West Inc.
generating an Independent Contractor Classification Review report.
RULES:
- Write in professional, clear business English
- Reference the IRS 20-factor test, DOL economic reality test, and relevant state ABC tests
- Never provide legal advice — use "we recommend" not "you must"
- For each worker reviewed: classification determination, supporting factors, risk assessment
- Note state-specific tests (CA AB5, MA ABC test, NJ ABC test, etc.)
- Structure findings with clear headings and risk ratings (Low/Medium/High/Critical)
"""
SECTIONS = [
{
"name": "executive_summary",
"prompt": (
"Write a 200-word executive summary of the contractor classification "
"review. Include scope, number of contractor relationships reviewed, "
"overall risk posture, and key recommendations."
),
},
{
"name": "legal_framework",
"prompt": (
"Summarize the applicable legal framework for worker classification. "
"Cover: IRS common-law test (behavioral control, financial control, "
"relationship type), DOL economic reality test, state-specific tests "
"applicable to this client, and recent enforcement trends."
),
},
{
"name": "classification_analysis",
"prompt": (
"Analyze each contractor relationship against the applicable tests. "
"For each: describe the engagement, apply the IRS factors, apply the "
"DOL economic reality test, apply any relevant state test, and give "
"a risk rating. Flag any relationships that may warrant reclassification."
),
},
{
"name": "agreement_review",
"prompt": (
"Review the contractor agreements for protective language. Assess: "
"scope of work specificity, control provisions, termination clauses, "
"IP ownership, non-compete/non-solicitation, indemnification, and "
"whether the agreements align with actual practice."
),
},
{
"name": "remediation_plan",
"prompt": (
"Provide a prioritized remediation plan. For each finding: reference, "
"risk level, recommended action, responsible party, timeline. Include "
"recommendations for reclassification processes, back-tax exposure "
"mitigation (e.g., Section 530 relief, VCSP), and agreement revisions."
),
},
]
class ContractorReviewHandler(BaseServiceHandler):
SERVICE_SLUG = "contractor-classification"
SERVICE_NAME = "Contractor Classification Review"
TEMPLATE_NAME = "contractor_review_template.docx"
REQUIRES_LLM = True
async def process(self, order_data: dict) -> list[str]:
work_dir = self._make_work_dir()
order_number = order_data["name"]
context = self._extract_order_context(order_data)
template_path = self._get_template_path()
docx_filename = self._output_filename(order_number, "docx")
docx_path = os.path.join(work_dir, docx_filename)
variables = {
"order_number": order_number,
"customer_name": order_data.get("customer_name", ""),
"date": __import__("datetime").datetime.now().strftime("%B %d, %Y"),
"service_name": self.SERVICE_NAME,
"company_size": order_data.get("custom_company_size", "N/A"),
"industry": order_data.get("custom_industry", "N/A"),
"state": order_data.get("custom_state", "N/A"),
}
self._fill_template(template_path, variables, docx_path)
sections = await self._generate_sections(
SERVICE_SYSTEM_PROMPT, SECTIONS, context
)
self._add_sections_to_doc(docx_path, sections)
pdf_path = self._convert_to_pdf(docx_path)
return [docx_path, pdf_path]