new-site/scripts/workers/services/handbook_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

130 lines
5.1 KiB
Python

"""Employee Handbook / Policy Review handler (LLM-based).
Reviews existing employee handbooks for compliance with federal and state
employment laws, or develops new policies from scratch.
This handler is used for both "handbook-review" and "policy-development"
service slugs (different templates, same processing logic).
"""
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 Employee Handbook & Policy Compliance Review report.
RULES:
- Write in professional, clear business English
- Reference specific federal laws (FMLA, ADA, Title VII, FLSA, OSHA, NLRA, etc.)
- Reference applicable state and local laws based on the client's locations
- Never provide legal advice — use "we recommend" not "you must"
- For each policy area: current state, applicable law, compliance gaps, recommended language
- Rate findings: Compliant, Needs Update, Missing, Non-Compliant
- Consider at-will employment disclaimers, anti-harassment, leave policies, etc.
"""
SECTIONS = [
{
"name": "executive_summary",
"prompt": (
"Write a 200-word executive summary of the handbook/policy review. "
"Include scope, overall compliance rating, number of policy areas "
"reviewed, and highest-priority gaps."
),
},
{
"name": "employment_relationship",
"prompt": (
"Review policies related to the employment relationship: at-will "
"disclaimers, equal employment opportunity, ADA accommodation, "
"anti-harassment/anti-discrimination, complaint procedures, and "
"immigration compliance (I-9). For each: status, applicable law, gaps."
),
},
{
"name": "compensation_and_hours",
"prompt": (
"Review wage and hour policies: pay periods, overtime, meal and "
"rest breaks, timekeeping, classifications, pay equity, and expense "
"reimbursement. Reference FLSA and applicable state wage laws."
),
},
{
"name": "leave_and_benefits",
"prompt": (
"Review leave policies: FMLA, state family/medical leave, sick leave, "
"PTO, jury duty, military leave (USERRA), voting leave, bereavement. "
"Assess benefit-related policies for ERISA and ACA compliance."
),
},
{
"name": "workplace_safety",
"prompt": (
"Review workplace safety and health policies: OSHA general duty, "
"hazard communication, workplace violence prevention, drug-free "
"workplace, workers' compensation, and remote work safety."
),
},
{
"name": "technology_and_privacy",
"prompt": (
"Review technology and privacy policies: electronic communications, "
"social media, BYOD, monitoring/surveillance disclosures, data "
"protection, and employee privacy rights under applicable state laws."
),
},
{
"name": "remediation_plan",
"prompt": (
"Provide a prioritized action plan for updating the handbook. "
"For each item: policy area, current status, required change, "
"applicable law, priority level, and recommended implementation timeline."
),
},
]
class HandbookReviewHandler(BaseServiceHandler):
SERVICE_SLUG = "handbook-review"
SERVICE_NAME = "Employee Handbook & Policy Review"
TEMPLATE_NAME = "handbook_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)
# Determine template based on item code (policy-development uses alt template)
items = order_data.get("items", [])
item_code = items[0].get("item_code", "") if items else ""
if item_code == "policy-development":
template_name = "policy_development_template.docx"
else:
template_name = self.TEMPLATE_NAME
template_path = self._get_template_path(template_name)
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]