b569a32f3a
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.
182 lines
7.5 KiB
Python
182 lines
7.5 KiB
Python
"""
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DOT Drug & Alcohol Compliance Program handler ($149).
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Instant-delivery service: when a motor carrier orders the program we
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generate a complete, editable Word (.docx) "binder" and email it to them
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automatically (no admin step). DOCX is used so the carrier and its counsel
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can review and adapt the program before adopting it. The binder bundles the
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written testing policy, program-management instructions, supervisor-training
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materials and access, EAP / rehab / SAP resources, regulation citations,
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random-testing instructions, all required forms (A-G, each on its own page),
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and recordkeeping guidance.
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Policy variant (DOT operating administration) selection:
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For a trucking carrier the program is FMCSA (49 CFR Part 382) — that is
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the default. If the customer's operation falls under a different DOT mode
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(FRA, PHMSA, FTA, FAA, USCG) we honor an explicit ``dot_da_mode`` value in
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the intake data. An optional ``state_dfwp`` value appends a state
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Drug-Free Workplace addendum (keyed to the carrier's home/principal state,
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not per-employee — the federal DOT program itself is nationwide and not
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state-specific).
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Returns the local DOCX path so job_server uploads it to MinIO and the
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INSTANT_DELIVERY path emails it to the customer.
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"""
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from __future__ import annotations
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import json
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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 .base_handler import BaseServiceHandler
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LOG = logging.getLogger("workers.services.dot_drug_alcohol")
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# DOT operating administrations we can build a binder for. FMCSA is the
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# trucking default; everything else requires an explicit intake override.
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_VALID_MODES = {"fmcsa", "fra", "phmsa", "fta", "faa", "uscg"}
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class DrugAlcoholProgramHandler(BaseServiceHandler):
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"""Generate and instant-deliver the DOT D&A Compliance Program binder."""
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SERVICE_SLUG = "dot-drug-alcohol"
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SERVICE_NAME = "DOT Drug & Alcohol Compliance Program"
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REQUIRES_LLM = False
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async def process(self, order_data: dict) -> list[str]:
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order_number = order_data.get("order_number") or order_data.get("name", "")
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LOG.info("[%s] Building DOT D&A compliance binder", order_number)
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intake = order_data.get("intake_data") or {}
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if isinstance(intake, str):
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try:
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intake = json.loads(intake)
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except (TypeError, ValueError):
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intake = {}
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carrier_name = (
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intake.get("legal_name")
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or intake.get("entity_name")
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or order_data.get("customer_name", "")
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).strip()
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dot_number = str(intake.get("dot_number", "")).strip()
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cdl_drivers = intake.get("cdl_drivers", "")
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owner_operators = intake.get("owner_operators", "")
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der_name = (intake.get("der_name") or "").strip()
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current_provider = (intake.get("current_da_provider") or "").strip()
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# ── Policy variant (DOT mode) selection ──────────────────────────
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mode = self._resolve_mode(intake)
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# Optional state Drug-Free Workplace addendum. Accept either an
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# explicit flag/state value or derive from the carrier's base state
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# if the intake marks it as a DFWP state.
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state_dfwp = self._resolve_state_dfwp(intake)
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# The C-TPA / consortium that administers the program. If the
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# customer already has a provider, name it; otherwise default to our
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# managed consortium.
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provider_name = current_provider or "Performance West Consortium / C-TPA"
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# ── Guard: need at minimum the carrier name to personalize ───────
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if not carrier_name:
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LOG.warning(
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"[%s] No carrier name in intake — pausing for intake", order_number
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)
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self._request_intake(order_data)
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return []
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# ── Generate the binder ──────────────────────────────────────────
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work_dir = self._safe_work_dir()
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date_str = datetime.now().strftime("%Y%m%d")
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safe_name = "".join(
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c for c in carrier_name if c.isalnum() or c in (" ", "-", "_")
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).strip().replace(" ", "_")[:40] or "carrier"
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out_path = os.path.join(
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work_dir, f"DOT_DA_Compliance_Binder_{safe_name}_{date_str}.docx"
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)
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from scripts.document_gen.templates.dot_da_binder_generator import (
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generate_da_binder,
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)
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result = generate_da_binder(
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output_path=out_path,
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carrier_name=carrier_name,
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dot_number=dot_number,
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mode=mode,
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cdl_drivers=cdl_drivers,
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owner_operators=owner_operators,
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der_name=der_name,
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der_title="Designated Employer Representative (DER)",
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provider_name=provider_name,
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state_dfwp=state_dfwp,
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)
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if not result:
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LOG.error("[%s] D&A binder generation returned no file", order_number)
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return []
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LOG.info(
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"[%s] D&A binder ready (mode=%s, state_dfwp=%s) -> %s",
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order_number, mode, state_dfwp or "none", result,
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)
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return [result]
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# ------------------------------------------------------------------ #
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# Variant resolution
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# ------------------------------------------------------------------ #
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def _resolve_mode(self, intake: dict) -> str:
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"""Pick the DOT operating-administration variant.
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Trucking carriers are FMCSA (49 CFR Part 382) by default. Honor an
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explicit ``dot_da_mode`` override for the rare non-FMCSA operation.
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"""
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raw = (intake.get("dot_da_mode") or intake.get("dot_mode") or "").lower().strip()
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if raw in _VALID_MODES:
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return raw
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# A few human-friendly aliases customers might supply.
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aliases = {
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"trucking": "fmcsa", "motor carrier": "fmcsa", "cdl": "fmcsa",
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"rail": "fra", "railroad": "fra",
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"pipeline": "phmsa", "transit": "fta", "bus": "fta",
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"aviation": "faa", "air": "faa",
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"maritime": "uscg", "marine": "uscg", "vessel": "uscg",
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}
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return aliases.get(raw, "fmcsa")
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def _resolve_state_dfwp(self, intake: dict) -> str:
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"""Return a state name if a Drug-Free Workplace addendum is wanted."""
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explicit = (intake.get("state_dfwp") or "").strip()
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if explicit:
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return explicit
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# If the customer opted into a DFWP add-on, use their base/operating
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# state. Otherwise omit the addendum (DOT program stands alone).
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if str(intake.get("include_state_dfwp", "")).lower() in ("1", "true", "yes"):
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return (
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intake.get("base_state")
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or intake.get("address_state")
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or ""
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).strip()
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return ""
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# ------------------------------------------------------------------ #
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# Helpers
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# ------------------------------------------------------------------ #
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def _safe_work_dir(self) -> str:
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try:
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return self._make_work_dir()
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except Exception:
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return tempfile.mkdtemp(prefix="da_binder_")
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def _request_intake(self, order_data: dict) -> None:
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"""Best-effort: nudge for intake when carrier name is missing."""
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try:
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fn = getattr(self, "_request_entity_intake", None)
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if callable(fn):
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fn(order_data)
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except Exception as exc:
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LOG.warning("Could not request intake: %s", exc)
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