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Align case stages to 5-stage spec and add Paralegal AI agent

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Stage alignment:
- Replace the 11 procedural stages with the spec's 5-stage machine
  (Intake/Active/Discovery/Pre-Trial/Closed); only Closed is folded
- Make fl_stage_data.xml updatable (drop noupdate) so the rename applies on
  upgrade; keep fl_stage_intake/discovery/closed XML ids
- Update case search filters to the new stage names (Intake/Active/Discovery/Pre-Trial)

Issue-tag bug fix (fl_ai_engine):
- Rule-based tagging and caselaw matching compared snake_case keys against the
  human-readable seeded tag names, so they never matched and issue_tag_ids was
  never populated. Add RULE_KEY_TO_TAG_NAME and translate keys to real names
  before all fl.issue.tag / fl.caselaw lookups

Paralegal agent (fl.paralegal.agent, AbstractModel):
- on_stage_change(): fast rule-based pass fired automatically on stage entry and
  case creation — generates the stage task batch (idempotent), recalculates
  filing/service deadlines, cross-references statutes by issue tag + case type,
  posts a chatter summary. No Claude call, so it never blocks the workflow
- run_manual(): full pass adding a best-effort Claude procedural briefing with
  rule-based fallback; wired to a "Paralegal Review" button on the case form
- AI audit-time logging is guarded behind a fl.timesheet existence check
  (model not built yet)
- fl.case.write fires on_stage_change only when stage_id actually changes;
  create() generates the Intake batch

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
tocmo0nlord
2026-05-28 19:12:53 +00:00
parent 7bc0cc8554
commit 23c54b1b9f
6 changed files with 397 additions and 68 deletions
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59
activeblue_familylaw/data/fl_stage_data.xml
View File

@@ -1,71 +1,40 @@
<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data noupdate="1">
<data>
<record id="fl_stage_intake" model="fl.case.stage">
<field name="name">Intake &amp; Qualification</field>
<field name="name">Intake</field>
<field name="sequence">10</field>
<field name="fold">False</field>
<field name="description">Case created. Conflict check, questionnaire completion, fee waiver assessment.</field>
</record>
<record id="fl_stage_preparation" model="fl.case.stage">
<field name="name">Document Preparation</field>
<record id="fl_stage_active" model="fl.case.stage">
<field name="name">Active</field>
<field name="sequence">20</field>
<field name="fold">False</field>
</record>
<record id="fl_stage_filed" model="fl.case.stage">
<field name="name">Filed — Awaiting Service</field>
<field name="sequence">30</field>
<field name="fold">False</field>
</record>
<record id="fl_stage_service_complete" model="fl.case.stage">
<field name="name">Service Complete</field>
<field name="sequence">40</field>
<field name="fold">False</field>
<field name="description">Intake complete and conflict check passed. Service of process, mandatory disclosure (FL-12.932), initial hearings.</field>
</record>
<record id="fl_stage_discovery" model="fl.case.stage">
<field name="name">Discovery</field>
<field name="sequence">50</field>
<field name="sequence">30</field>
<field name="fold">False</field>
<field name="description">Interrogatories, production requests, depositions per discovery suggestion wizard.</field>
</record>
<record id="fl_stage_deposition" model="fl.case.stage">
<field name="name">Deposition Stage</field>
<field name="sequence">60</field>
<field name="fold">False</field>
</record>
<record id="fl_stage_mediation" model="fl.case.stage">
<field name="name">Mediation</field>
<field name="sequence">70</field>
<field name="fold">False</field>
</record>
<record id="fl_stage_hearing_scheduled" model="fl.case.stage">
<field name="name">Hearing Scheduled</field>
<field name="sequence">80</field>
<field name="fold">False</field>
</record>
<record id="fl_stage_order_entered" model="fl.case.stage">
<field name="name">Order Entered</field>
<field name="sequence">90</field>
<record id="fl_stage_pretrial" model="fl.case.stage">
<field name="name">Pre-Trial</field>
<field name="sequence">40</field>
<field name="fold">False</field>
<field name="description">Discovery closed. Pretrial statement, exhibit list, witness list, mediation scheduling.</field>
</record>
<record id="fl_stage_closed" model="fl.case.stage">
<field name="name">Closed</field>
<field name="sequence">100</field>
<field name="fold">True</field>
</record>
<record id="fl_stage_referred_out" model="fl.case.stage">
<field name="name">Referred to Attorney</field>
<field name="sequence">110</field>
<field name="sequence">50</field>
<field name="fold">True</field>
<field name="description">Final order filed. Archive checklist, billing reconciliation, file retention notice.</field>
</record>
</data>