new-site/scripts/workers/services/campaign_review.py

"""Marketing Campaign Compliance Review handler (LLM-based).

Reviews marketing campaigns for compliance with CAN-SPAM, TCPA, FTC
Endorsement Guides, state advertising laws, and industry-specific
marketing regulations.
"""

from __future__ import annotations

import os

from .base_handler import BaseServiceHandler

SERVICE_SYSTEM_PROMPT = """You are a compliance analyst at Performance West Inc.
generating a Marketing Campaign Compliance Review report.

RULES:
- Write in professional, clear business English
- Reference CAN-SPAM Act (15 U.S.C. § 7701), TCPA, FTC Act § 5,
  FTC Endorsement Guides (16 CFR Part 255), and state consumer protection laws
- Never provide legal advice — use "we recommend" not "you must"
- For each finding: what was found, regulation, risk level (Low/Medium/High/Critical), remediation
- Consider: email marketing, SMS marketing, social media advertising,
  influencer partnerships, testimonials, sweepstakes/contests, and pricing claims
- Assess truthfulness, substantiation, disclosures, and consent requirements
"""

SECTIONS = [
    {
        "name": "executive_summary",
        "prompt": (
            "Write a 200-word executive summary of the marketing campaign "
            "compliance review. Include scope (channels and campaigns reviewed), "
            "overall compliance posture, and highest-risk findings."
        ),
    },
    {
        "name": "email_marketing",
        "prompt": (
            "Review email marketing compliance under CAN-SPAM. Assess: "
            "from/reply-to accuracy, subject line deceptiveness, commercial "
            "message identification, physical address inclusion, opt-out "
            "mechanism (must process within 10 business days), opt-out "
            "honoring, third-party email obligations, and transactional "
            "vs. commercial message classification."
        ),
    },
    {
        "name": "sms_and_calling",
        "prompt": (
            "Review SMS/text and calling campaign compliance under TCPA "
            "and state laws. Assess: prior express written consent for "
            "marketing texts, autodialer usage, opt-out mechanisms (STOP "
            "keyword), frequency disclosures, and compliance with CTIA "
            "short code monitoring handbook guidelines."
        ),
    },
    {
        "name": "advertising_claims",
        "prompt": (
            "Review advertising claims for FTC Act § 5 compliance. Assess: "
            "truthfulness of claims, adequate substantiation, clear and "
            "conspicuous disclosures, comparative advertising accuracy, "
            "environmental/green marketing claims (FTC Green Guides), "
            "health/safety claims, and 'free' offer compliance."
        ),
    },
    {
        "name": "endorsements_and_social",
        "prompt": (
            "Review endorsement and social media marketing under FTC "
            "Endorsement Guides. Assess: material connection disclosures, "
            "influencer/ambassador agreements, employee social media "
            "guidelines, testimonial substantiation, review solicitation "
            "practices, and platform-specific compliance (FTC vs. platform "
            "rules)."
        ),
    },
    {
        "name": "promotions_and_contests",
        "prompt": (
            "Review sweepstakes, contests, and promotional offers. Assess: "
            "official rules completeness, no-purchase-necessary compliance, "
            "void-where-prohibited disclosures, prize descriptions, odds "
            "disclosures, state registration requirements, and bonding "
            "requirements where applicable."
        ),
    },
    {
        "name": "remediation_plan",
        "prompt": (
            "Provide a prioritized remediation plan for all findings. "
            "For each item: finding reference, risk level, recommended action, "
            "responsible party, timeline. Distinguish between in-market "
            "corrections (urgent) and process improvements (ongoing)."
        ),
    },
]


class CampaignReviewHandler(BaseServiceHandler):
    SERVICE_SLUG = "campaign-review"
    SERVICE_NAME = "Marketing Campaign Compliance Review"
    TEMPLATE_NAME = "campaign_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]