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>
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@@ -21,6 +21,9 @@
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<button name="action_run_conflict_check" string="Run Conflict Check"
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type="object"
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groups="activeblue_familylaw.group_admin,activeblue_familylaw.group_paralegal"/>
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<button name="action_run_paralegal" string="Paralegal Review"
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type="object"
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groups="activeblue_familylaw.group_admin,activeblue_familylaw.group_paralegal"/>
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</header>
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<!-- Attorney Referral Banner -->
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@@ -350,11 +353,13 @@
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<filter string="Active Cases" name="active"
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domain="[('active', '=', True)]"/>
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<filter string="Intake" name="stage_intake"
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domain="[('stage_id.name', '=', 'Intake & Qualification')]"/>
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<filter string="Filed" name="stage_filed"
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domain="[('stage_id.name', '=', 'Filed — Awaiting Service')]"/>
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domain="[('stage_id.name', '=', 'Intake')]"/>
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<filter string="Active" name="stage_active"
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domain="[('stage_id.name', '=', 'Active')]"/>
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<filter string="Discovery" name="stage_discovery"
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domain="[('stage_id.name', '=', 'Discovery')]"/>
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<filter string="Pre-Trial" name="stage_pretrial"
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domain="[('stage_id.name', '=', 'Pre-Trial')]"/>
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<separator/>
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<filter string="Modification Cases" name="type_modification"
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domain="[('case_type', '=', 'modification')]"/>
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