Phase 1: core models, security, seed data, and backend views
Implements full Phase 1 of the activeblue_familylaw Odoo 18 module: - 17 Python models (fl.case, fl.party, fl.child, fl.support.calculation, fl.fee.waiver, fl.income.withholding, fl.deadline, fl.hearing, fl.deposition, fl.discovery, fl.document, fl.caselaw, fl.analysis, fl.ai.engine, fl.argument, fl.statute, fl.issue.tag) + hr.expense extension - 3 wizard stubs (intake, analysis, generate-packet) - Security: 4 groups (admin/paralegal/portal-petitioner/portal-respondent) + record rules scoping portal users to their own cases - Seed data: issue tags, FL statutes, FL DCF support schedule, ir.sequence - 13 backend view XML files with FL 61.30 worksheet, fee waiver eligibility banner, DV safety resources, emancipation alerts - Static CSS/JS stubs for Phase 6 portal Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Carlos Garcia
318
activeblue_familylaw/models/fl_party.py
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318
activeblue_familylaw/models/fl_party.py
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from odoo import api, fields, models
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class FlIncomeSource(models.Model):
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_name = 'fl.income.source'
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_description = 'Party Income Source'
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_order = 'monthly_amount desc'
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party_id = fields.Many2one(
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'fl.party', string='Party',
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required=True, ondelete='cascade', index=True
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)
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source_type = fields.Selection([
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('wages', 'Wages / Salary (W-2)'),
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('self_employment', 'Self-Employment / Business Income'),
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('rental', 'Rental Income'),
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('investment', 'Investment / Dividend Income'),
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('pension', 'Pension / Retirement'),
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('social_security', 'Social Security'),
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('disability', 'Disability Benefits (SSI/SSDI)'),
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('unemployment', 'Unemployment Compensation'),
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('workers_comp', "Workers' Compensation"),
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('alimony_received', 'Alimony Received'),
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('child_support_received', 'Child Support Received (other case)'),
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('overtime', 'Overtime / Bonuses'),
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('tips', 'Tips / Gratuities'),
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('commission', 'Commissions'),
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('trust', 'Trust / Estate Income'),
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('other', 'Other Income'),
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], string='Source Type', required=True)
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description = fields.Char(string='Description / Payer')
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monthly_amount = fields.Float(string='Monthly Amount ($)', required=True)
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annual_amount = fields.Float(
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string='Annual Amount ($)',
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compute='_compute_annual', store=True
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)
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verified = fields.Boolean(
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string='Verified',
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help='Income verified via documentation (pay stub, tax return, bank statement)'
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)
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verification_document = fields.Char(
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string='Verification Document',
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help='e.g. "2023 W-2", "Last 3 pay stubs", "2023 1040 Schedule C"'
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)
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@api.depends('monthly_amount')
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def _compute_annual(self):
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for rec in self:
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rec.annual_amount = rec.monthly_amount * 12
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class FlParty(models.Model):
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_name = 'fl.party'
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_description = 'Case Party Details'
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_inherit = ['mail.thread']
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_order = 'role, id'
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case_id = fields.Many2one(
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'fl.case', string='Case',
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required=True, ondelete='cascade', index=True
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)
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partner_id = fields.Many2one(
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'res.partner', string='Contact',
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required=True
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)
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role = fields.Selection([
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('petitioner', 'Petitioner'),
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('respondent', 'Respondent'),
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], string='Role', required=True)
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display_name_computed = fields.Char(
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string='Display Name',
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compute='_compute_display_name_field', store=True
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)
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# ── Employment ─────────────────────────────────────────────────────────
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employment_type = fields.Selection([
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('employed', 'W-2 Employed'),
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('self_employed', 'Self-Employed / Business Owner'),
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('unemployed', 'Unemployed'),
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('underemployed', 'Voluntarily Underemployed'),
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('disabled', 'Disabled — Receiving Benefits'),
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('retired', 'Retired'),
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('student', 'Full-Time Student'),
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('unknown', 'Unknown / To Be Discovered'),
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], string='Employment Type', required=True, default='employed', tracking=True)
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employer_name = fields.Char(string='Employer Name')
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employer_address = fields.Char(string='Employer Address')
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employer_phone = fields.Char(
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string='Employer Phone',
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help='Used for deposition notice and employer subpoena'
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)
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# ── Income (FL 61.30(2)) ───────────────────────────────────────────────
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gross_monthly_income = fields.Float(
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string='Gross Monthly Income ($)',
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tracking=True
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)
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income_source_ids = fields.One2many(
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'fl.income.source', 'party_id',
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string='Income Sources'
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)
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income_sources_total = fields.Float(
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string='Income Sources Total ($)',
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compute='_compute_income_sources_total', store=True,
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help='Sum of all income source monthly amounts'
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)
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# Statutory deductions to reach Net Monthly Income (FL 61.30(3))
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fed_tax_monthly = fields.Float(
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string='Federal Income Tax Withholding ($)',
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help='Actual federal tax withheld per month (from pay stub)'
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)
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fica_ss_monthly = fields.Float(
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string='Social Security Tax (6.2%) ($)',
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compute='_compute_fica', store=True
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)
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fica_medicare_monthly = fields.Float(
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string='Medicare Tax (1.45%) ($)',
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compute='_compute_fica', store=True
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)
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mandatory_retirement = fields.Float(
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string='Mandatory Retirement Contribution ($)',
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help='Only mandatory contributions qualify — not voluntary 401k'
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)
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mandatory_union_dues = fields.Float(string='Mandatory Union Dues ($)')
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health_insurance_self = fields.Float(
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string='Health Insurance — Self Only ($)',
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help='FL 61.30(3)(e): Self-only portion of health insurance premium. '
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'Do NOT include the child portion here.'
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)
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other_court_ordered_support = fields.Float(
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string='Other Court-Ordered Child Support ($)',
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help='Court-ordered support for children from other relationships (FL 61.30(3)(g))'
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)
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net_monthly_income = fields.Float(
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string='Net Monthly Income ($)',
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compute='_compute_net_income', store=True,
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tracking=True,
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help='Gross income minus all allowable FL 61.30(3) deductions'
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)
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# ── Income Imputation (FL 61.30(2)(b)) ───────────────────────────────
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income_imputed = fields.Boolean(
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string='Income Imputed',
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help='Check if this party is voluntarily unemployed/underemployed '
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'and income should be imputed'
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)
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imputed_amount = fields.Float(
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string='Imputed Monthly Income ($)',
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help='FL 61.30(2)(b): Requires showing BOTH ability AND availability of work. '
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'Default to FL minimum wage if voluntarily unemployed.'
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)
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imputation_basis = fields.Text(
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string='Basis for Imputation',
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help='FL 61.30(2)(b): Document ability (education, skills, health) '
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'AND availability (local job market, prior work history). '
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'Cannot impute income to disabled party without medical evidence.'
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)
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fl_minimum_wage_hourly = fields.Float(
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string='FL Minimum Wage ($/hr)',
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default=13.00,
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help='Update annually per Florida minimum wage schedule. '
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'2025: $13.00/hr. Full-time = $13.00 × 40hr × 52wk / 12 = $2,253.33/mo'
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)
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fl_minimum_wage_monthly = fields.Float(
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string='FL Minimum Wage ($/mo)',
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compute='_compute_fl_min_wage_monthly', store=True
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)
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effective_monthly_income = fields.Float(
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string='Effective Monthly Income ($)',
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compute='_compute_effective_income', store=True,
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help='Net monthly income used in support calculation — '
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'uses imputed amount if income_imputed = True'
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)
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# ── Lifestyle Analysis (Barner v. Barner) ────────────────────────────
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lifestyle_inconsistency_flag = fields.Boolean(
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string='Income/Lifestyle Inconsistency Flagged',
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help='Flag when reported income appears inconsistent with '
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'observed lifestyle (Barner v. Barner). '
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'Document indicators: vehicles, vacations, residence, spending.'
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)
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lifestyle_notes = fields.Text(
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string='Lifestyle Analysis Notes',
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help='Document specific lifestyle inconsistencies: '
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'e.g., drives a 2023 BMW but reports $800/mo income; '
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'took 3 vacations in past year; lives in $3,000/mo apartment.'
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)
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# ── Portal Access ──────────────────────────────────────────────────────
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portal_user_id = fields.Many2one(
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'res.users', string='Portal User Account'
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)
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portal_access_granted = fields.Boolean(
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string='Portal Access Granted'
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)
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portal_invite_sent = fields.Boolean(
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string='Portal Invitation Sent'
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)
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preferred_language = fields.Selection([
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('en_US', 'English'),
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('es_MX', 'Spanish / Español'),
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], string='Preferred Language', default='en_US')
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# ── SSN (FL-12.930(a)) ────────────────────────────────────────────────
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# SECURITY: Store last 4 digits only.
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# Full SSN is NOT stored in this system.
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# User handwrites full SSN on the physical FL-12.930(a) form before filing.
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ssn_last4 = fields.Char(
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string='SSN Last 4 Digits',
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size=4,
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help='Last 4 digits only. Full SSN is not stored — '
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'user handwrites SSN on physical FL-12.930(a) form.'
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)
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ssn_notice_filed = fields.Boolean(
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string='Notice of Social Security Number Filed (FL-12.930(a))',
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help='Required to be filed with the court'
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)
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ssn_handwritten_confirmed = fields.Boolean(
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string='I have handwritten my SSN on the FL-12.930(a) form',
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help='Checkbox confirms user has added SSN to physical form before filing'
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)
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# ── Service of Process ────────────────────────────────────────────────
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service_address = fields.Text(
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string='Address for Service of Process'
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)
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service_method = fields.Selection([
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('personal', 'Personal Service (Process Server)'),
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('certified_mail', 'Certified Mail (if agreed by both parties)'),
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('publication', 'Service by Publication (last resort — respondent location unknown)'),
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], string='Service Method')
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process_server_id = fields.Many2one(
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'res.partner', string='Process Server'
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)
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service_by_publication_warning = fields.Boolean(
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compute='_compute_service_publication_warning'
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)
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# ── Computed ──────────────────────────────────────────────────────────
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@api.depends('partner_id', 'role')
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def _compute_display_name_field(self):
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for rec in self:
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role_label = dict(rec._fields['role'].selection).get(rec.role, '')
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name = rec.partner_id.name or ''
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rec.display_name_computed = f'{name} ({role_label})' if role_label else name
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@api.depends('income_source_ids.monthly_amount')
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def _compute_income_sources_total(self):
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for rec in self:
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rec.income_sources_total = sum(
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rec.income_source_ids.mapped('monthly_amount')
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)
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@api.depends('gross_monthly_income')
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def _compute_fica(self):
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for rec in self:
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gross = rec.gross_monthly_income or 0.0
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rec.fica_ss_monthly = round(gross * 0.062, 2)
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rec.fica_medicare_monthly = round(gross * 0.0145, 2)
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@api.depends(
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'gross_monthly_income',
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'fed_tax_monthly',
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'fica_ss_monthly',
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'fica_medicare_monthly',
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'mandatory_retirement',
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'mandatory_union_dues',
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'health_insurance_self',
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'other_court_ordered_support',
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)
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def _compute_net_income(self):
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for rec in self:
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gross = rec.gross_monthly_income or 0.0
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deductions = (
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(rec.fed_tax_monthly or 0.0)
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+ (rec.fica_ss_monthly or 0.0)
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+ (rec.fica_medicare_monthly or 0.0)
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+ (rec.mandatory_retirement or 0.0)
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+ (rec.mandatory_union_dues or 0.0)
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+ (rec.health_insurance_self or 0.0)
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+ (rec.other_court_ordered_support or 0.0)
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)
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rec.net_monthly_income = max(gross - deductions, 0.0)
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@api.depends('fl_minimum_wage_hourly')
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def _compute_fl_min_wage_monthly(self):
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for rec in self:
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# Full-time: 40hr/wk × 52wk / 12 months
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rec.fl_minimum_wage_monthly = round(
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rec.fl_minimum_wage_hourly * 40 * 52 / 12, 2
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)
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@api.depends('net_monthly_income', 'income_imputed', 'imputed_amount')
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def _compute_effective_income(self):
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for rec in self:
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if rec.income_imputed and rec.imputed_amount:
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rec.effective_monthly_income = rec.imputed_amount
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else:
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rec.effective_monthly_income = rec.net_monthly_income
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@api.depends('service_method')
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def _compute_service_publication_warning(self):
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for rec in self:
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rec.service_by_publication_warning = (
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rec.service_method == 'publication'
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)
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