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>

activeblue_familylaw/wizard/fl_intake_wizard.py

@@ -1,15 +1,24 @@
-from odoo import api, fields, models
+import logging
+from datetime import date
+
+from odoo import api, fields, models, _
+
+_logger = logging.getLogger(__name__)
 
 
 class FlIntakeWizard(models.TransientModel):
     """
-    Guided case creation wizard.
-    Phase 7 — full multi-step intake form.
-    Phase 1: Stub with basic fields.
+    Phase 7 — Full guided case creation wizard for paralegals/attorneys.
+
+    Creates fl.party records (petitioner + optional respondent),
+    fl.case record with all intake fields, triggers fee waiver check
+    and AI analysis, then opens the new case form.
     """
     _name = 'fl.intake.wizard'
     _description = 'Family Law Case Intake Wizard'
 
+    # ── Step 1: Case identity ────────────────────────────────────────────────
+
     case_type = fields.Selection([
         ('modification', 'Child Support Modification'),
         ('dissolution_children', 'Dissolution of Marriage — With Children'),
@@ -17,38 +26,239 @@ class FlIntakeWizard(models.TransientModel):
         ('paternity', 'Paternity'),
         ('alimony_modification', 'Alimony Modification'),
         ('custody_modification', 'Timesharing / Custody Modification'),
-    ], string='Case Type', required=True)
+    ], string='Case Type', required=True, default='modification')
 
-    petitioner_id = fields.Many2one(
-        'res.partner', string='Petitioner', required=True
+    court_case_number = fields.Char(
+        string='Court Case Number',
+        help='Leave blank if not yet assigned'
     )
-    respondent_id = fields.Many2one(
-        'res.partner', string='Respondent'
+
+    # ── Step 2: Parties ──────────────────────────────────────────────────────
+
+    # Petitioner
+    petitioner_name = fields.Char(string='Petitioner Full Name', required=True)
+    petitioner_email = fields.Char(string='Petitioner Email')
+    petitioner_phone = fields.Char(string='Petitioner Phone')
+    petitioner_address = fields.Char(string='Petitioner Street Address')
+    petitioner_city = fields.Char(string='Petitioner City')
+    petitioner_fl_resident_since = fields.Date(
+        string='FL Resident Since',
+        help='FL 61.021: Petitioner must be a FL resident for 6 months before filing'
+    )
+
+    # Respondent
+    respondent_name = fields.Char(string='Respondent Full Name')
+    respondent_has_counsel = fields.Boolean(
+        string='Respondent Has Legal Counsel?',
+        help='Affects attorney referral recommendation'
+    )
+
+    # ── Step 3: Children & Safety ────────────────────────────────────────────
+
+    num_children = fields.Integer(
+        string='Number of Minor Children', default=1,
+        help='Children under 18 covered by this case'
     )
     domestic_violence_flag = fields.Boolean(
-        string='Is there a history of domestic violence?',
-        help='Your answer affects mediation and safety procedures'
+        string='History of Domestic Violence?',
+        help='FL 44.102: Requires separate mediation rooms. '
+             'Attorney referral is strongly recommended.'
     )
-    has_minor_children = fields.Boolean(
-        string='Are there minor children involved?'
-    )
-    petitioner_fl_resident_since = fields.Date(
-        string='When did the petitioner become a FL resident?',
-        help='FL 61.021: Must be 6 months before filing'
+    income_imputation_concern = fields.Boolean(
+        string='Income Imputation Concern?',
+        help='Is one party voluntarily unemployed or underemployed?'
     )
 
+    # ── Step 4: Financial Information ────────────────────────────────────────
+
+    petitioner_monthly_gross = fields.Float(
+        string='Petitioner Monthly Gross Income', digits=(10, 2)
+    )
+    respondent_monthly_gross = fields.Float(
+        string='Respondent Monthly Gross Income', digits=(10, 2)
+    )
+    current_order_amount = fields.Float(
+        string='Current Support Order Amount ($/month)',
+        help='0 if no existing order',
+        digits=(10, 2)
+    )
+    household_size = fields.Integer(
+        string='Household Size (petitioner)', default=3,
+        help='Used for fee waiver eligibility (FL 57.082)'
+    )
+
+    # ── Step 5: Options ──────────────────────────────────────────────────────
+
+    fee_waiver_request = fields.Boolean(
+        string='Request Fee Waiver? (FL 57.082)',
+        help='System will check eligibility based on income'
+    )
+    run_ai_analysis = fields.Boolean(
+        string='Run AI Case Analysis?',
+        default=True,
+        help='Automatically analyze the case using Ollama AI engine'
+    )
+    notes = fields.Text(string='Additional Notes / Case Summary')
+
+    # ── Computed helpers ─────────────────────────────────────────────────────
+
+    residency_warning = fields.Char(
+        string='Residency Status',
+        compute='_compute_residency_warning'
+    )
+
+    @api.depends('petitioner_fl_resident_since')
+    def _compute_residency_warning(self):
+        for rec in self:
+            if rec.petitioner_fl_resident_since:
+                days = (date.today() - rec.petitioner_fl_resident_since).days
+                if days < 180:
+                    remaining = 180 - days
+                    rec.residency_warning = (
+                        f'⚠ Only {days} days as FL resident — '
+                        f'{remaining} more days needed (FL 61.021)'
+                    )
+                else:
+                    rec.residency_warning = f'✓ {days} days — Residency requirement met (FL 61.021)'
+            else:
+                rec.residency_warning = ''
+
+    # ── Action ───────────────────────────────────────────────────────────────
+
     def action_create_case(self):
-        """Create the fl.case record from intake data."""
-        case = self.env['fl.case'].create({
+        """
+        Create partner → party → case chain from wizard data.
+        Mirrors the portal intake_submit logic but for authenticated users.
+        """
+        self.ensure_one()
+
+        petitioner_name = (self.petitioner_name or '').strip()
+        respondent_name = (self.respondent_name or '').strip()
+
+        # --- Petitioner partner ---
+        domain = []
+        if self.petitioner_email:
+            domain = [('email', '=', self.petitioner_email)]
+        else:
+            domain = [('name', '=', petitioner_name)]
+
+        petitioner_partner = self.env['res.partner'].search(domain, limit=1)
+        if not petitioner_partner:
+            vals = {
+                'name': petitioner_name,
+                'is_company': False,
+            }
+            if self.petitioner_email:
+                vals['email'] = self.petitioner_email
+            if self.petitioner_phone:
+                vals['phone'] = self.petitioner_phone
+            if self.petitioner_address:
+                vals['street'] = self.petitioner_address
+            if self.petitioner_city:
+                vals['city'] = self.petitioner_city
+            try:
+                vals['state_id'] = self.env.ref('base.state_us_10').id  # Florida
+                vals['country_id'] = self.env.ref('base.us').id
+            except Exception:
+                pass
+            petitioner_partner = self.env['res.partner'].create(vals)
+
+        # --- Respondent partner ---
+        respondent_partner = False
+        if respondent_name:
+            respondent_partner = self.env['res.partner'].search(
+                [('name', '=', respondent_name)], limit=1
+            )
+            if not respondent_partner:
+                respondent_partner = self.env['res.partner'].create({
+                    'name': respondent_name,
+                    'is_company': False,
+                })
+
+        # --- Petitioner fl.party ---
+        petitioner_party = self.env['fl.party'].search(
+            [('partner_id', '=', petitioner_partner.id)], limit=1
+        )
+        if not petitioner_party:
+            party_vals = {
+                'name': petitioner_name,
+                'partner_id': petitioner_partner.id,
+                'employment_status': 'employed',
+                'monthly_gross_income': self.petitioner_monthly_gross,
+            }
+            if self.petitioner_email:
+                party_vals['email'] = self.petitioner_email
+            petitioner_party = self.env['fl.party'].create(party_vals)
+        elif self.petitioner_monthly_gross:
+            petitioner_party.write({'monthly_gross_income': self.petitioner_monthly_gross})
+
+        # --- Respondent fl.party ---
+        respondent_party = False
+        if respondent_partner:
+            respondent_party = self.env['fl.party'].search(
+                [('partner_id', '=', respondent_partner.id)], limit=1
+            )
+            if not respondent_party:
+                respondent_party = self.env['fl.party'].create({
+                    'name': respondent_name,
+                    'partner_id': respondent_partner.id,
+                    'monthly_gross_income': self.respondent_monthly_gross,
+                })
+            elif self.respondent_monthly_gross:
+                respondent_party.write({'monthly_gross_income': self.respondent_monthly_gross})
+
+        # --- Residency check ---
+        filing_date = date.today()
+        residency_ok = True
+        if self.petitioner_fl_resident_since:
+            days = (filing_date - self.petitioner_fl_resident_since).days
+            residency_ok = days >= 180
+
+        # --- Create fl.case ---
+        case_vals = {
             'case_type': self.case_type,
-            'petitioner_id': self.petitioner_id.id,
-            'respondent_id': self.respondent_id.id if self.respondent_id else False,
+            'petitioner_id': petitioner_party.id,
+            'respondent_id': respondent_party.id if respondent_party else False,
+            'court_case_number': self.court_case_number or False,
             'domestic_violence_flag': self.domestic_violence_flag,
-            'petitioner_fl_resident_since': self.petitioner_fl_resident_since,
-        })
+            'respondent_has_counsel': self.respondent_has_counsel,
+            'current_order_amount': self.current_order_amount,
+            'filing_date': filing_date,
+            'residency_requirement_met': residency_ok,
+            'household_size': self.household_size,
+        }
+        if self.petitioner_fl_resident_since:
+            case_vals['petitioner_fl_resident_since'] = self.petitioner_fl_resident_since
+        if self.notes:
+            case_vals['description'] = self.notes
+
+        case = self.env['fl.case'].create(case_vals)
+
+        # --- Fee waiver check ---
+        if self.fee_waiver_request:
+            fwv = self.env['fl.fee.waiver'].search(
+                [('case_id', '=', case.id)], limit=1
+            )
+            if not fwv:
+                # Create a fee waiver record manually
+                self.env['fl.fee.waiver'].create({'case_id': case.id})
+
+        # --- AI analysis ---
+        if self.run_ai_analysis:
+            try:
+                self.env['fl.ai.engine'].analyze_case(case.id)
+            except Exception as e:
+                _logger.warning(
+                    'Intake wizard: AI analysis failed for case %s: %s', case.id, e
+                )
+                case.message_post(
+                    body=f'⚠ AI analysis could not run automatically: {e}',
+                    subtype_xmlid='mail.mt_note',
+                )
+
         return {
             'type': 'ir.actions.act_window',
-            'name': 'New Case',
+            'name': _('New Case'),
             'res_model': 'fl.case',
             'res_id': case.id,
             'view_mode': 'form',