e82aa0b8c2
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>
412 lines
14 KiB
Python
412 lines
14 KiB
Python
"""MCS-150 Biennial Update Form Generator.
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Generates a filled MCS-150 form as DOCX (converted to PDF) for faxing
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to FMCSA at 202-366-3477.
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The generated document mirrors the official FMCSA Form MCS-150 layout
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with all fields populated from intake data. Includes a cover sheet
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with fax instructions.
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Usage:
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from scripts.document_gen.templates.mcs150_form_generator import generate_mcs150
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paths = generate_mcs150(intake_data, order_number="CO-12345")
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"""
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from __future__ import annotations
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import logging
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import os
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import tempfile
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from datetime import datetime
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from pathlib import Path
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LOG = logging.getLogger("document_gen.mcs150_form")
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try:
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from docx import Document
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from docx.shared import Pt, Inches, RGBColor, Cm
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from docx.enum.text import WD_ALIGN_PARAGRAPH
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from docx.enum.table import WD_TABLE_ALIGNMENT
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from docx.oxml.ns import qn
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except ImportError:
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LOG.warning("python-docx not installed")
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Document = None
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NAVY = RGBColor(0x1A, 0x27, 0x44) if Document else None
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ORANGE = RGBColor(0xF9, 0x73, 0x16) if Document else None
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GRAY = RGBColor(0x64, 0x74, 0x8B) if Document else None
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FMCSA_FAX = "202-366-3477"
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FMCSA_ADDRESS = (
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"Federal Motor Carrier Safety Administration\n"
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"Office of Registration and Safety Information\n"
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"1200 New Jersey Avenue SE, Room W65-206\n"
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"Washington, DC 20590"
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)
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CARGO_LABELS = {
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"general": "General Freight",
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"household": "Household Goods",
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"metal": "Metal/Sheets/Coils",
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"motor_vehicles": "Motor Vehicles",
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"drivetow": "Drive/Tow Away",
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"logs": "Logs/Poles/Lumber",
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"building_materials": "Building Materials",
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"mobile_homes": "Mobile Homes",
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"machinery": "Machinery/Large Objects",
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"fresh_produce": "Fresh Produce",
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"liquids": "Liquids/Gases",
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"intermodal": "Intermodal Containers",
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"passengers": "Passengers",
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"oilfield": "Oilfield Equipment",
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"livestock": "Livestock",
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"grain": "Grain/Feed/Hay",
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"coal": "Coal/Coke",
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"meat": "Meat",
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"garbage": "Garbage/Refuse",
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"chemicals": "Chemicals",
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"commodities_dry": "Commodities Dry Bulk",
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"refrigerated": "Refrigerated Food",
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"beverages": "Beverages",
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"paper": "Paper Products",
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"utilities": "Utility",
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"farm_supplies": "Farm Supplies",
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"construction": "Construction",
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"water_well": "Water Well",
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"other": "Other",
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}
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ENTITY_TYPE_LABELS = {
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"sole_proprietorship": "Sole Proprietorship",
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"partnership": "Partnership",
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"corporation": "Corporation",
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"llc": "Limited Liability Company (LLC)",
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"other": "Other",
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}
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CARRIER_OP_LABELS = {
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"authorized_for_hire": "Authorized For-Hire",
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"exempt_for_hire": "Exempt For-Hire",
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"private_property": "Private (Property)",
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"private_passengers": "Private (Passengers)",
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"us_mail": "U.S. Mail",
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"federal_government": "Federal Government",
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"state_government": "State Government",
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"local_government": "Local Government",
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"indian_tribe": "Indian Tribe",
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}
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INTERSTATE_LABELS = {
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"interstate": "Interstate",
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"intrastate_hazmat": "Intrastate — Hazmat",
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"intrastate_non_hazmat": "Intrastate — Non-Hazmat",
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}
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def _set_cell(cell, text, bold=False, size=10, color=None):
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"""Set cell text with formatting."""
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cell.text = ""
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p = cell.paragraphs[0]
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run = p.add_run(str(text))
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run.font.size = Pt(size)
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run.font.name = "Calibri"
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if bold:
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run.font.bold = True
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if color:
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run.font.color.rgb = color
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def _add_field_row(table, label, value, bold_value=False):
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"""Add a label-value row to a table."""
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row = table.add_row()
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_set_cell(row.cells[0], label, bold=True, size=9, color=GRAY)
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_set_cell(row.cells[1], value or "—", bold=bold_value, size=10)
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return row
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def generate_mcs150(intake: dict, order_number: str = "") -> list[str]:
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"""Generate MCS-150 form document.
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Args:
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intake: Dict with all MCS-150 fields from the intake form.
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order_number: Order number for reference.
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Returns:
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List of generated file paths (DOCX).
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"""
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if Document is None:
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LOG.error("python-docx not installed")
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return []
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doc = Document()
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# Page setup
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section = doc.sections[0]
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section.page_width = Inches(8.5)
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section.page_height = Inches(11)
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section.top_margin = Inches(0.75)
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section.bottom_margin = Inches(0.5)
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section.left_margin = Inches(0.75)
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section.right_margin = Inches(0.75)
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# ── Cover Sheet ──────────────────────────────────────────────────
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p = doc.add_paragraph()
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p.alignment = WD_ALIGN_PARAGRAPH.CENTER
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run = p.add_run("FAX COVER SHEET")
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run.font.size = Pt(18)
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run.font.bold = True
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run.font.color.rgb = NAVY
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p2 = doc.add_paragraph()
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p2.alignment = WD_ALIGN_PARAGRAPH.CENTER
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run2 = p2.add_run("MCS-150 BIENNIAL UPDATE")
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run2.font.size = Pt(14)
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run2.font.bold = True
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run2.font.color.rgb = ORANGE
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doc.add_paragraph("")
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# Fax details table
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cover_table = doc.add_table(rows=0, cols=2)
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cover_table.columns[0].width = Inches(1.5)
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cover_table.columns[1].width = Inches(5.5)
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for label, value in [
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("TO:", "FMCSA — Office of Registration and Safety Information"),
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("FAX:", FMCSA_FAX),
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("FROM:", "Performance West Inc."),
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("DATE:", datetime.now().strftime("%B %d, %Y")),
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("RE:", f"MCS-150 Biennial Update — {intake.get('legal_name', '')} (DOT# {intake.get('dot_number', '')})"),
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("ORDER:", order_number),
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("PAGES:", "2 (including cover)"),
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]:
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row = cover_table.add_row()
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_set_cell(row.cells[0], label, bold=True, size=11)
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_set_cell(row.cells[1], value, size=11)
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doc.add_paragraph("")
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note = doc.add_paragraph()
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run_note = note.add_run(
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"Please process the attached MCS-150 Biennial Update for the carrier identified above. "
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"This filing is submitted on behalf of the carrier by Performance West Inc., "
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"an authorized compliance consulting firm. "
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"The carrier has authorized this filing as part of their compliance service agreement."
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)
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run_note.font.size = Pt(10)
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run_note.font.color.rgb = GRAY
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doc.add_paragraph("")
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contact = doc.add_paragraph()
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run_c = contact.add_run(
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"Performance West Inc.\n"
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"525 Randall Ave Ste 100-1195, Cheyenne, WY 82001\n"
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"Phone: (888) 411-0383 | Fax: (888) 411-0383\n"
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"info@performancewest.net"
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)
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run_c.font.size = Pt(9)
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run_c.font.color.rgb = GRAY
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# Page break for the actual form
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doc.add_page_break()
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# ── MCS-150 Form ─────────────────────────────────────────────────
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header = doc.add_paragraph()
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header.alignment = WD_ALIGN_PARAGRAPH.CENTER
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h_run = header.add_run("FORM MCS-150 — MOTOR CARRIER IDENTIFICATION REPORT")
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h_run.font.size = Pt(14)
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h_run.font.bold = True
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h_run.font.color.rgb = NAVY
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sub = doc.add_paragraph()
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sub.alignment = WD_ALIGN_PARAGRAPH.CENTER
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s_run = sub.add_run("BIENNIAL UPDATE")
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s_run.font.size = Pt(11)
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s_run.font.color.rgb = ORANGE
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s_run.font.bold = True
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doc.add_paragraph("")
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# Section A: Entity Information
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sec_a = doc.add_paragraph()
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run_a = sec_a.add_run("SECTION A: ENTITY INFORMATION")
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run_a.font.size = Pt(11)
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run_a.font.bold = True
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run_a.font.color.rgb = NAVY
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table_a = doc.add_table(rows=0, cols=2)
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table_a.columns[0].width = Inches(2.5)
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table_a.columns[1].width = Inches(4.5)
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_add_field_row(table_a, "1. Legal Entity Name", intake.get("legal_name", ""), bold_value=True)
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_add_field_row(table_a, "2. DBA / Trade Name", intake.get("dba_name", ""))
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_add_field_row(table_a, "USDOT Number", intake.get("dot_number", ""), bold_value=True)
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_add_field_row(table_a, "MC/MX/FF Number", intake.get("mc_number", ""))
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address = f"{intake.get('address_street', '')}"
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city_state_zip = f"{intake.get('address_city', '')}, {intake.get('address_state', '')} {intake.get('address_zip', '')}"
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_add_field_row(table_a, "3-6. Principal Address", address)
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_add_field_row(table_a, "", city_state_zip)
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_add_field_row(table_a, "Phone", intake.get("phone", ""))
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doc.add_paragraph("")
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# Section B: Entity Type & Operations
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sec_b = doc.add_paragraph()
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run_b = sec_b.add_run("SECTION B: ENTITY TYPE & OPERATIONS")
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run_b.font.size = Pt(11)
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run_b.font.bold = True
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run_b.font.color.rgb = NAVY
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table_b = doc.add_table(rows=0, cols=2)
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table_b.columns[0].width = Inches(2.5)
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table_b.columns[1].width = Inches(4.5)
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entity_type = ENTITY_TYPE_LABELS.get(intake.get("entity_type", ""), intake.get("entity_type", ""))
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carrier_op = CARRIER_OP_LABELS.get(intake.get("carrier_operation", ""), intake.get("carrier_operation", ""))
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interstate = INTERSTATE_LABELS.get(intake.get("interstate_intrastate", ""), intake.get("interstate_intrastate", ""))
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hazmat = "Yes" if intake.get("hazmat") == "yes" else "No"
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_add_field_row(table_b, "Entity Type", entity_type)
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_add_field_row(table_b, "Carrier Operation", carrier_op)
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_add_field_row(table_b, "Interstate/Intrastate", interstate)
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_add_field_row(table_b, "Hazardous Materials", hazmat, bold_value=(hazmat == "Yes"))
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doc.add_paragraph("")
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# Section C: Fleet Information
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sec_c = doc.add_paragraph()
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run_c2 = sec_c.add_run("SECTION C: FLEET INFORMATION")
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run_c2.font.size = Pt(11)
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run_c2.font.bold = True
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run_c2.font.color.rgb = NAVY
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table_c = doc.add_table(rows=0, cols=2)
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table_c.columns[0].width = Inches(2.5)
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table_c.columns[1].width = Inches(4.5)
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power_units = intake.get("power_units", "")
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drivers = intake.get("drivers", "")
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miles = intake.get("annual_miles", "")
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if miles:
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try:
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miles = f"{int(miles):,}"
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except (ValueError, TypeError):
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pass
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_add_field_row(table_c, "Number of Power Units", str(power_units), bold_value=True)
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_add_field_row(table_c, "Number of Drivers", str(drivers), bold_value=True)
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_add_field_row(table_c, "Annual Miles (last 12 mo.)", str(miles) if miles else "—")
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doc.add_paragraph("")
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# Section D: Cargo Types
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sec_d = doc.add_paragraph()
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run_d = sec_d.add_run("SECTION D: CARGO CLASSIFICATIONS")
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run_d.font.size = Pt(11)
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run_d.font.bold = True
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run_d.font.color.rgb = NAVY
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cargo_types = intake.get("cargo_types", [])
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if cargo_types:
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cargo_labels = [CARGO_LABELS.get(c, c.replace("_", " ").title()) for c in cargo_types]
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cargo_p = doc.add_paragraph()
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cargo_run = cargo_p.add_run(", ".join(cargo_labels))
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cargo_run.font.size = Pt(10)
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else:
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cargo_p = doc.add_paragraph()
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cargo_run = cargo_p.add_run("None specified")
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cargo_run.font.size = Pt(10)
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cargo_run.font.color.rgb = GRAY
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doc.add_paragraph("")
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# Section E: Certification
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sec_e = doc.add_paragraph()
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run_e = sec_e.add_run("SECTION E: CERTIFICATION")
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run_e.font.size = Pt(11)
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run_e.font.bold = True
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run_e.font.color.rgb = NAVY
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cert_text = doc.add_paragraph()
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cert_run = cert_text.add_run(
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"I certify that the information contained in this report is accurate and complete "
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"to the best of my knowledge and belief. I understand that making a false statement "
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"or misrepresentation on this form may subject the filer to criminal penalties under "
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"18 U.S.C. § 1001."
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)
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cert_run.font.size = Pt(9)
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cert_run.font.italic = True
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cert_run.font.color.rgb = GRAY
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doc.add_paragraph("")
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table_e = doc.add_table(rows=0, cols=2)
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table_e.columns[0].width = Inches(2.5)
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table_e.columns[1].width = Inches(4.5)
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signer_name = intake.get("signer_name", "")
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signer_title = intake.get("signer_title", "")
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_add_field_row(table_e, "Authorized Signer", signer_name, bold_value=True)
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_add_field_row(table_e, "Title", signer_title)
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_add_field_row(table_e, "Date", datetime.now().strftime("%B %d, %Y"))
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doc.add_paragraph("")
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# Signature line
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sig = doc.add_paragraph()
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sig_run = sig.add_run("_" * 50)
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sig_run.font.size = Pt(10)
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sig2 = doc.add_paragraph()
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sig2_run = sig2.add_run("Signature of Authorized Official")
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sig2_run.font.size = Pt(9)
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sig2_run.font.color.rgb = GRAY
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# Footer
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doc.add_paragraph("")
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footer = doc.add_paragraph()
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footer.alignment = WD_ALIGN_PARAGRAPH.CENTER
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f_run = footer.add_run(
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f"Prepared by Performance West Inc. | Order {order_number} | {datetime.now().strftime('%Y-%m-%d')}"
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)
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f_run.font.size = Pt(8)
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f_run.font.color.rgb = GRAY
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# Save
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work_dir = tempfile.mkdtemp(prefix="pw_mcs150_")
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date_str = datetime.now().strftime("%Y%m%d")
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dot = intake.get("dot_number", "unknown")
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filename = f"MCS150_DOT{dot}_{date_str}.docx"
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filepath = os.path.join(work_dir, filename)
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doc.save(filepath)
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LOG.info("Generated MCS-150 form: %s", filepath)
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return [filepath]
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if __name__ == "__main__":
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# Test with sample data
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test_intake = {
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"legal_name": "ADAMS LUMBER INC",
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"dba_name": "Adams Trucking",
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"dot_number": "1157913",
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"mc_number": "MC-456789",
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"address_street": "123 Timber Lane",
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"address_city": "Portland",
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"address_state": "OR",
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"address_zip": "97201",
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"phone": "(503) 555-1234",
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"entity_type": "corporation",
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"carrier_operation": "authorized_for_hire",
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"interstate_intrastate": "interstate",
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"hazmat": "no",
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"power_units": "5",
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"drivers": "6",
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"annual_miles": "250000",
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"cargo_types": ["general", "building_materials", "logs"],
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"signer_name": "Mark Adams",
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"signer_title": "President",
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}
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paths = generate_mcs150(test_intake, order_number="CO-TEST123")
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print(f"Generated: {paths}")
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