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Merge remote-tracking branch 'origin/codex/update-compliance-requirements-for-outreach-send'

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This commit is contained in:
ajaysi
2026-06-03 18:49:07 +05:30
parent 7749b4db0e 98d4ac6dbd
commit 2a879a6e24
5 changed files with 245 additions and 24 deletions
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9
backend/routers/backlink_outreach.py
View File

@@ -329,6 +329,15 @@ async def send_outreach(
subject=subject,
body=body,
idempotency_key=payload.idempotency_key,
sender_identity=payload.sender_identity,
legal_basis=payload.legal_basis,
contact_discovery_source=payload.contact_discovery_source,
recipient_region=payload.recipient_region,
recipient_region_source=payload.recipient_region_source,
consent_status=payload.consent_status,
approved_by_human=payload.approved_by_human,
unsubscribe_url=payload.unsubscribe_url,
one_click_unsubscribe=payload.one_click_unsubscribe,
)
)

37
backend/services/backlink_outreach_models.py
View File

@@ -1,6 +1,6 @@
from __future__ import annotations
from pydantic import BaseModel, Field, HttpUrl, EmailStr
from pydantic import BaseModel, Field, HttpUrl
from typing import Dict, List, Optional
@@ -10,7 +10,7 @@ class BacklinkKeywordInput(BaseModel):
class OpportunityContactInfo(BaseModel):
email: Optional[EmailStr] = None
email: Optional[str] = None
contact_page: Optional[HttpUrl] = None
@@ -149,6 +149,21 @@ class OutreachStatusRecord(BaseModel):
notes: Optional[str] = None
class SenderIdentity(BaseModel):
name: str = Field(default="", description="Human sender name displayed to the recipient")
email: str = Field(default="")
organization: str = Field(default="", description="Organization or brand responsible for the outreach")
physical_mailing_address: str = Field(default="", description="Postal address required for commercial outreach compliance")
reply_to_email: Optional[str] = Field(None, description="Optional reply-to mailbox if different from sender email")
class OneClickUnsubscribe(BaseModel):
enabled: bool = Field(default=False)
mailto: Optional[str] = Field(None, description="Mailbox for one-click unsubscribe requests")
header_value: Optional[str] = Field(None, description="List-Unsubscribe / one-click unsubscribe header value")
class SendOutreachRequest(BaseModel):
lead_id: str = Field(..., min_length=1)
campaign_id: str = Field(..., min_length=1)
@@ -158,6 +173,15 @@ class SendOutreachRequest(BaseModel):
subject: str = Field(..., min_length=1)
body: str = Field(..., min_length=1)
idempotency_key: str = Field(..., min_length=8)
sender_identity: Optional[SenderIdentity] = None
legal_basis: str = Field(default="")
contact_discovery_source: str = Field(default="")
recipient_region: str = Field(default="unknown")
recipient_region_source: str = Field(default="user_attested", min_length=2)
consent_status: str = Field(default="unknown", min_length=2)
approved_by_human: bool = False
unsubscribe_url: Optional[HttpUrl] = None
one_click_unsubscribe: Optional[OneClickUnsubscribe] = None
template_id: Optional[str] = Field(None, description="Optional template ID for personalization")
template_variables: Optional[dict] = Field(None, description="Variable values for template personalization")
@@ -241,10 +265,15 @@ class PolicyValidationRequest(BaseModel):
recipient_email: str = Field(..., min_length=1)
recipient_domain: str
recipient_region: str = Field(default="unknown")
legal_basis: str = Field(..., min_length=2)
recipient_region_source: str = Field(default="user_attested", min_length=2)
legal_basis: str = Field(default="")
contact_discovery_source: str = Field(default="")
consent_status: str = Field(default="unknown", min_length=2)
approved_by_human: bool = False
unsubscribe_url: Optional[HttpUrl] = None
sender_identity: str = Field(..., min_length=3)
one_click_unsubscribe: Optional[OneClickUnsubscribe] = None
sender_identity: Optional[SenderIdentity] = None
sender_email: Optional[str] = Field(None, description="Transport sender email, if separate from identity")
idempotency_key: str = Field(..., min_length=8)

84
backend/services/backlink_outreach_service.py
View File

@@ -165,19 +165,70 @@ class BacklinkOutreachService:
def _get_storage(self) -> BacklinkOutreachStorageService:
return BacklinkOutreachStorageService()
CONSENT_REQUIRED_REGIONS = {"eu", "eea", "uk", "ca"}
MANUAL_REVIEW_REGIONS = {"unknown", "br", "cn", "jp", "kr"}
LOW_CONFIDENCE_REGION_SOURCES = {"tld_inference", "domain_tld", "inferred", "unknown"}
VALID_LEGAL_BASES = {"legitimate_interest", "consent", "contract"}
VALID_CONSENT_STATUSES = {"explicit", "implied", "not_required", "unknown"}
@staticmethod
def _has_one_click_unsubscribe(payload: PolicyValidationRequest) -> bool:
one_click = payload.one_click_unsubscribe
if not one_click or not one_click.enabled:
return False
return bool(one_click.mailto or (one_click.header_value or "").strip())
def validate_send_policy(self, payload: PolicyValidationRequest) -> PolicyValidationResponse:
reasons: List[str] = []
storage = self._get_storage()
legal_basis = payload.legal_basis.strip().lower()
recipient_region = payload.recipient_region.strip().lower()
region_source = payload.recipient_region_source.strip().lower()
consent_status = payload.consent_status.strip().lower()
discovery_source = payload.contact_discovery_source.strip()
sender = payload.sender_identity
if payload.workspace_id.startswith("new-") and not payload.approved_by_human:
reasons.append("human_review_required_for_new_workspace")
if payload.legal_basis.lower() not in {"legitimate_interest", "consent", "contract"}:
reasons.append("invalid_legal_basis")
if payload.recipient_region.lower() in {"eu", "eea"} and payload.legal_basis.lower() != "consent":
reasons.append("region_requires_explicit_consent")
if not legal_basis:
reasons.append("legal_basis_required")
elif legal_basis not in self.VALID_LEGAL_BASES:
reasons.append("invalid_legal_basis_recorded")
if not discovery_source:
reasons.append("contact_discovery_source_required")
if consent_status not in self.VALID_CONSENT_STATUSES:
reasons.append("invalid_consent_status")
if len(payload.sender_identity.strip()) < 3:
reasons.append("sender_identity_required")
has_unsubscribe = bool(payload.unsubscribe_url) or self._has_one_click_unsubscribe(payload)
if not has_unsubscribe:
reasons.append("unsubscribe_url_or_one_click_unsubscribe_required")
if not sender:
reasons.append("complete_sender_identity_required")
else:
sender_email = str(sender.email).strip()
if not sender.name.strip():
reasons.append("sender_name_required")
if not sender_email:
reasons.append("sender_email_required")
elif not re.match(r"^[^@\s]+@[^@\s]+\.[^@\s]+$", sender_email):
reasons.append("sender_email_invalid")
if not sender.organization.strip():
reasons.append("sender_organization_required")
if not sender.physical_mailing_address.strip():
reasons.append("sender_physical_mailing_address_required")
if payload.sender_email and sender_email.lower() != str(payload.sender_email).lower():
reasons.append("sender_identity_email_mismatch")
if recipient_region in self.CONSENT_REQUIRED_REGIONS:
if legal_basis != "consent" or consent_status != "explicit":
reasons.append("region_requires_recorded_explicit_consent")
elif recipient_region in self.MANUAL_REVIEW_REGIONS and not payload.approved_by_human:
reasons.append("manual_review_required_for_recipient_region")
if region_source in self.LOW_CONFIDENCE_REGION_SOURCES and not payload.approved_by_human:
reasons.append("manual_review_required_for_tld_or_unknown_region_source")
if storage.is_suppressed(str(payload.recipient_email), payload.recipient_domain, user_id=payload.user_id):
reasons.append("recipient_suppressed")
@@ -227,8 +278,12 @@ class BacklinkOutreachService:
return SendOutreachResponse(attempt_id="", status="failed", policy_allowed=False, policy_reasons=["lead_not_found"])
domain = lead.get("domain", request.sender_email.split("@")[-1] if "@" in request.sender_email else "unknown")
recipient_region = self._infer_region(domain)
legal_basis = "consent" if recipient_region == "eu" else "legitimate_interest"
recipient_region = (request.recipient_region or "unknown").strip().lower()
if recipient_region == "unknown":
recipient_region = self._infer_region(domain)
region_source = "tld_inference" if recipient_region != "unknown" else request.recipient_region_source
else:
region_source = request.recipient_region_source
policy_req = PolicyValidationRequest(
user_id=request.user_id,
@@ -237,10 +292,15 @@ class BacklinkOutreachService:
recipient_email=lead.get("email", ""),
recipient_domain=domain,
recipient_region=recipient_region,
legal_basis=legal_basis,
approved_by_human=False,
unsubscribe_url=None,
sender_identity=request.sender_email,
recipient_region_source=region_source,
legal_basis=request.legal_basis,
contact_discovery_source=request.contact_discovery_source,
consent_status=request.consent_status,
approved_by_human=request.approved_by_human,
unsubscribe_url=request.unsubscribe_url,
one_click_unsubscribe=request.one_click_unsubscribe,
sender_identity=request.sender_identity,
sender_email=request.sender_email,
idempotency_key=request.idempotency_key,
)
policy = self.validate_send_policy(policy_req)