Phase 7: full wizards, auto-generated case tasks, config parameters
fl_intake_wizard.py:
- Full multi-step intake: parties, income, children, DV flag, fee
waiver, AI analysis option
- Creates res.partner → fl.party → fl.case chain (mirrors portal)
- Triggers fee waiver record creation and Ollama AI analysis
- Residency warning computed field (FL 61.021 — 6-month check)
fl_generate_packet_wizard.py:
- Generates selected documents as PDFs via _render_qweb_pdf
- Handles 4 binding models: fl.case, fl.party, fl.fee.waiver,
fl.support.calculation, fl.income.withholding
- Attaches generated PDFs to case chatter with summary note
- Bound to fl.case form as an action button
fl_analysis_wizard.py:
- Checks for recent analysis (<24h) before running new one
- force_reanalysis flag bypasses the lock
- Shows last analysis age label in form; opens result as dialog
- Bound to fl.case form as an action button
fl_case.py:
- _CASE_TASK_TEMPLATES: standard task lists for 6 case types
- _generate_case_tasks(): creates project.task records from templates
- Called automatically from _create_case_project on case creation
fl_wizard_views.xml:
- Form views for all 3 wizards with inline help text
- Packet wizard bound to fl.case form via binding_model_id
data/case_task_templates.xml:
- ir.config_parameter records for Ollama URL, model, deadline days,
mandatory disclosure days, AI lockout hours — all admin-configurable
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Carlos Garcia
248
activeblue_familylaw/views/fl_wizard_views.xml
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248
activeblue_familylaw/views/fl_wizard_views.xml
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<?xml version="1.0" encoding="utf-8"?>
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<!-- Wizard form views:
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- fl.intake.wizard → New Case Intake
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- fl.generate.packet.wizard → Generate Filing Packet
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- fl.analysis.wizard → Trigger AI Analysis
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-->
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<odoo>
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<data>
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<!-- ══════════════════════════════════════════════════════════════
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FL Intake Wizard
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══════════════════════════════════════════════════════════════ -->
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<record id="view_fl_intake_wizard_form" model="ir.ui.view">
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<field name="name">fl.intake.wizard.form</field>
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<field name="model">fl.intake.wizard</field>
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<field name="arch" type="xml">
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<form string="New Case Intake">
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<sheet>
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<div class="oe_title">
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<h1>New Family Law Case</h1>
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</div>
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<!-- Step 1: Case Identity -->
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<group string="Step 1 — Case Information">
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<group>
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<field name="case_type" widget="selection"/>
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<field name="court_case_number"
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placeholder="Leave blank if not yet assigned"/>
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</group>
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</group>
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<!-- Step 2: Parties -->
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<group string="Step 2 — Parties">
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<group string="Petitioner">
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<field name="petitioner_name" required="1"/>
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<field name="petitioner_email"/>
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<field name="petitioner_phone"/>
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<field name="petitioner_address"/>
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<field name="petitioner_city"/>
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<field name="petitioner_fl_resident_since"/>
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<field name="residency_warning" readonly="1"
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invisible="not petitioner_fl_resident_since"/>
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</group>
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<group string="Respondent">
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<field name="respondent_name"/>
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<field name="respondent_has_counsel"/>
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</group>
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</group>
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<!-- Step 3: Children & Safety -->
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<group string="Step 3 — Children & Safety">
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<group>
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<field name="num_children"/>
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<field name="domestic_violence_flag"/>
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<field name="income_imputation_concern"/>
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</group>
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</group>
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<!-- DV Warning -->
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<div class="alert alert-danger"
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invisible="not domestic_violence_flag">
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<strong>⚠ Domestic Violence — Attorney Referral Required</strong><br/>
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Separate mediation rooms are mandatory (FL 44.102).
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Pro se representation is strongly discouraged.
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Resources: Legal Services of Greater Miami (305) 576-0080 |
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Safespace: (305) 536-5565 | National Hotline: 1-800-799-7233
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</div>
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<!-- Step 4: Financial Information -->
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<group string="Step 4 — Financial Information">
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<group>
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<field name="petitioner_monthly_gross"
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string="Petitioner Monthly Gross Income ($)"/>
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<field name="respondent_monthly_gross"
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string="Respondent Monthly Gross Income ($)"/>
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<field name="current_order_amount"
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string="Current Support Order ($/month)"/>
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<field name="household_size"/>
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</group>
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</group>
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<!-- Step 5: Options -->
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<group string="Step 5 — Options">
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<group>
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<field name="fee_waiver_request"/>
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<field name="run_ai_analysis"/>
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</group>
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</group>
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<group>
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<field name="notes" widget="text" nolabel="1"
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placeholder="Additional notes or case summary…"/>
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</group>
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</sheet>
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<footer>
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<button name="action_create_case" string="Create Case"
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type="object" class="btn-primary"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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<record id="action_fl_intake_wizard" model="ir.actions.act_window">
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<field name="name">New Case Intake</field>
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<field name="res_model">fl.intake.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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</record>
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<!-- ══════════════════════════════════════════════════════════════
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Generate Filing Packet Wizard
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══════════════════════════════════════════════════════════════ -->
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<record id="view_fl_generate_packet_wizard_form" model="ir.ui.view">
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<field name="name">fl.generate.packet.wizard.form</field>
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<field name="model">fl.generate.packet.wizard</field>
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<field name="arch" type="xml">
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<form string="Generate Filing Packet">
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<sheet>
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<div class="oe_title">
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<h1>Generate Filing Packet</h1>
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</div>
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<group>
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<field name="case_id" readonly="1"/>
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</group>
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<group string="Select Documents to Include">
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<group string="Case Documents">
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<field name="include_mandatory_disclosure"/>
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<field name="include_motion_to_modify"/>
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<field name="include_default_motion"/>
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<field name="include_parenting_plan"/>
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</group>
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<group string="Financial Documents">
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<field name="include_financial_affidavit_short"/>
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<field name="include_financial_affidavit_long"/>
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<field name="include_support_worksheet"/>
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<field name="include_notice_ssn"/>
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<field name="include_fee_waiver"/>
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<field name="include_income_withholding"/>
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</group>
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</group>
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<div class="alert alert-info">
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<strong>Note:</strong> Generated PDFs will be attached to the case
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chatter and available for download. Documents that require related
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records (e.g. a completed Support Calculation or Fee Waiver) will
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be skipped if those records don't yet exist on the case.
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</div>
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<group>
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<field name="attach_to_case"/>
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</group>
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</sheet>
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<footer>
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<button name="action_generate" string="Generate PDFs"
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type="object" class="btn-primary"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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<record id="action_fl_generate_packet_wizard" model="ir.actions.act_window">
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<field name="name">Generate Filing Packet</field>
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<field name="res_model">fl.generate.packet.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="binding_model_id" ref="model_fl_case"/>
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<field name="binding_view_types">form</field>
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<field name="context">{'active_id': active_id}</field>
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</record>
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<!-- ══════════════════════════════════════════════════════════════
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AI Analysis Wizard
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══════════════════════════════════════════════════════════════ -->
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<record id="view_fl_analysis_wizard_form" model="ir.ui.view">
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<field name="name">fl.analysis.wizard.form</field>
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<field name="model">fl.analysis.wizard</field>
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<field name="arch" type="xml">
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<form string="Run AI Case Analysis">
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<sheet>
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<div class="oe_title">
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<h1>AI Case Analysis</h1>
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<h3>Powered by Ollama / LLaMA 3.1</h3>
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</div>
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<group>
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<field name="case_id" readonly="1"/>
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</group>
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<!-- Recent analysis info -->
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<group string="Previous Analysis">
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<field name="recent_analysis_id" readonly="1"/>
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<field name="recent_analysis_age_label" readonly="1"
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string="Last Run"/>
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</group>
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<!-- Warning when recent analysis exists -->
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<div class="alert alert-warning"
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invisible="not has_recent or force_reanalysis">
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<strong>⚠ Recent analysis found</strong> (<field name="recent_analysis_age_label" readonly="1" nolabel="1"/>).
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Clicking "Run Analysis" will open the existing result.
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Enable "Force Re-analysis" to generate a fresh one.
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</div>
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<group>
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<field name="force_reanalysis"/>
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<field name="has_recent" invisible="1"/>
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</group>
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<div class="alert alert-info">
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<strong>What this does:</strong>
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The AI engine analyzes the case data against Florida Family Law rules,
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matches relevant case law, and produces a plain-English summary with
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attorney referral recommendation. Analysis takes 30–90 seconds.
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</div>
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</sheet>
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<footer>
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<button name="action_run_analysis" string="Run Analysis"
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type="object" class="btn-primary"/>
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<button name="action_view_recent" string="View Last Analysis"
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type="object" class="btn-secondary"
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invisible="not recent_analysis_id"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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<record id="action_fl_analysis_wizard" model="ir.actions.act_window">
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<field name="name">Run AI Analysis</field>
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<field name="res_model">fl.analysis.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="binding_model_id" ref="model_fl_case"/>
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<field name="binding_view_types">form</field>
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</record>
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</data>
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</odoo>
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