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

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:
2026-05-28 19:12:53 +00:00
parent 7bc0cc8554
commit 23c54b1b9f
6 changed files with 397 additions and 68 deletions

View File

@@ -824,9 +824,12 @@ class FlCase(models.Model):
# 4. Handle DV flag
if record.domestic_violence_flag:
record._handle_dv_flag()
# 5. Paralegal agent — generate the Intake stage task batch
self.env['fl.paralegal.agent'].on_stage_change(record)
return records
def write(self, vals):
stage_changed_recs = self.browse()
# Block advancing past Intake until conflict check has passed
if vals.get('stage_id'):
new_stage = self.env['fl.case.stage'].browse(vals['stage_id'])
@@ -841,7 +844,13 @@ class FlCase(models.Model):
"conflict-of-interest check has not passed. Resolve or "
"override the conflict before changing the stage."
) % rec.name)
stage_changed_recs = self.filtered(
lambda r: r.stage_id.id != new_stage.id
)
result = super().write(vals)
# Fire the paralegal agent (rule-based) when a case enters a new stage
for rec in stage_changed_recs:
self.env['fl.paralegal.agent'].on_stage_change(rec)
# Recalculate service-anchored deadlines when service_date is set/changed
if 'service_date' in vals:
for rec in self:
@@ -1136,3 +1145,17 @@ class FlCase(models.Model):
'view_mode': 'form',
'target': 'new',
}
def action_run_paralegal(self):
self.ensure_one()
self.env['fl.paralegal.agent'].run_manual(self)
return {
'type': 'ir.actions.client',
'tag': 'display_notification',
'params': {
'title': _('Paralegal Agent'),
'message': _('Procedural review complete — see the case chatter.'),
'type': 'success',
'sticky': False,
},
}