new-site/scripts/build_otc_campaign.py

#!/usr/bin/env python3
"""Build the OTC issuer reincorporation/compliance outreach campaign.

Audience: US-domestic OTC SEC issuers (from harvest_otc_issuers.py +
scrape_otc_emails.py + verify). Hook: redomesticate-to-Texas for DE/NV issuers;
cross-sell registered agent / foreign qualification / annual report / franchise
tax. High per-deal value, small universe (~700-900), so NOT warmup-capped the
same way -- but still MX-aware and same-day-coupon enabled. Reuses the trucking
sender plumbing.

Input CSV (verified): cik,name,ticker,state_inc,phone,city,state,zip,domain,email
plus verify columns. Only rows with a verified email are emailed.

Usage:
  python3 scripts/build_otc_campaign.py VERIFIED.csv --start-campaign
  python3 scripts/build_otc_campaign.py VERIFIED.csv --preview
  python3 scripts/build_otc_campaign.py VERIFIED.csv --dry-run
"""
from __future__ import annotations
import argparse
import csv
import os
import sys
from datetime import datetime, timezone, timedelta, date

ROOT = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
if ROOT not in sys.path:
    sys.path.insert(0, ROOT)

import psycopg2  # noqa: E402
import scripts.build_trucking_campaigns as tc  # noqa: E402

LOG = tc.LOG
SOURCE_ENV = "CAMPAIGN_OTC_REINCORP_ID"
LP_LINK = f"{tc.SITE_DOMAIN}/contact?service=reincorporation"

STATE_NAMES = {
    "DE": "Delaware", "NV": "Nevada", "CA": "California", "NY": "New York",
    "FL": "Florida", "TX": "Texas", "CO": "Colorado", "WY": "Wyoming",
    "MD": "Maryland", "IA": "Iowa", "MN": "Minnesota", "NJ": "New Jersey",
}


def verified_ok(r: dict) -> bool:
    e = (r.get("email") or "").strip()
    if not e or "@" not in e:
        return False
    vr = (r.get("verify_ok") or r.get("verify_reason") or "").strip().lower()
    # Accept if verifier passed, or if the column is absent (treat present email
    # as usable -- but prefer running verify first).
    if "verify_ok" in r:
        return str(r.get("verify_ok")).strip().upper() in ("Y", "YES", "TRUE", "1")
    return True


def main() -> int:
    ap = argparse.ArgumentParser()
    ap.add_argument("infile")
    ap.add_argument("--start-campaign", action="store_true")
    ap.add_argument("--preview", action="store_true")
    ap.add_argument("--dry-run", action="store_true")
    ap.add_argument("--limit", type=int, default=int(os.getenv("OTC_DAILY_CAP", "400")))
    ap.add_argument("--de-nv-only", action="store_true",
                    help="only Delaware/Nevada issuers (best reincorp fit)")
    args = ap.parse_args()

    import logging
    logging.basicConfig(level=os.getenv("LOG_LEVEL", "INFO"),
                        format="%(asctime)s %(levelname)s %(message)s")

    rows = [r for r in csv.DictReader(open(args.infile, newline="", encoding="utf-8"))
            if verified_ok(r)]
    if args.de_nv_only:
        rows = [r for r in rows if (r.get("state_inc") or "").strip() in ("DE", "NV")]
    LOG.info("[otc] %d emailable issuers (de_nv_only=%s)", len(rows), args.de_nv_only)

    src = os.getenv(SOURCE_ENV)
    if not src:
        LOG.error("[otc] %s not set -- create the OTC source campaign first", SOURCE_ENV)
        return 2
    base = tc.get_base_campaign(int(src))

    conn = psycopg2.connect(tc.DB_URL)
    coupon = None
    if tc.COUPON_ENABLED and args.start_campaign and not args.preview and not args.dry_run:
        try:
            coupon = tc.get_or_create_daily_coupon(conn, date.today())
        except Exception as exc:  # noqa: BLE001
            LOG.warning("[otc] coupon mint failed: %s", exc)
    elif not tc.COUPON_ENABLED:
        LOG.info("[otc] coupon disabled (CAMPAIGN_ENABLE_COUPON unset) — normal price")

    def attribs(r):
        si = (r.get("state_inc") or "").strip()
        return {
            "company": r.get("name", ""), "ticker": r.get("ticker", ""),
            "state_inc": si, "state_inc_name": STATE_NAMES.get(si, si or "your state"),
            "lp_link": LP_LINK,
            **tc.coupon_attribs(coupon),
        }

    if args.preview:
        subs = [{"email": tc.TEST_EMAIL, "name": "Sample Issuer",
                 "attribs": attribs({"name": "Sample Issuer Inc.", "ticker": "SMPL",
                                     "state_inc": "DE"})}]
    else:
        subs = []
        seen = set()
        for r in rows[:args.limit]:
            e = r["email"].strip().lower()
            if e in seen:
                continue
            seen.add(e)
            subs.append({"email": e, "name": r.get("name", e), "attribs": attribs(r)})

    today = date.today().isoformat()
    list_name = f"OTC Reincorporation - {today}"
    campaign_name = f"OTC Reincorporation - {date.today().strftime('%b %d %Y')}"

    if args.dry_run:
        LOG.info("[otc] DRY RUN -- would email %d issuers (coupon=%s)", len(subs), coupon)
        return 0

    list_id = tc.create_list(list_name)
    added = tc.import_subscribers(list_id, subs)
    LOG.info("[otc] list %d: %d/%d added", list_id, added, len(subs))
    if added == 0:
        LOG.error("[otc] 0 added; aborting")
        return 1

    send_at = datetime.now(timezone.utc) + timedelta(minutes=5)
    cid = tc.create_and_schedule_campaign(
        base, list_id, campaign_name, send_at, schedule=args.start_campaign and not args.preview)
    LOG.info("[otc] campaign %d created (%s)", cid,
             "scheduled" if args.start_campaign and not args.preview else "draft")
    conn.close()
    return 0


if __name__ == "__main__":
    raise SystemExit(main())