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Add Attorney AI agent (substantive strategy memo)

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- fl.attorney.agent (AbstractModel): manual-only substantive analysis fired from
  the case AI tab. Builds a full case context (parties, children, financials,
  issue tags, prior analyses) plus candidate statute/caselaw lists, and asks
  Claude to author a strategy memo, draft arguments/counterarguments, write a
  risk narrative, and assess substantial change (FL 61.30(1)(b))
- Grounds output in the real library: the model may only pick statutes/case law
  from the supplied candidates, which are then resolved back to records and
  linked (fl.analysis.cited_statute_ids / matched_caselaw_ids, case.caselaw_ids)
- Rule-based fallback produces a usable memo (complexity, statutes by category,
  caselaw by tag, risk flags) when the API is unavailable — never a raw error
- fl.analysis: add analysis_type, strategy_memo (Html), risk_narrative,
  cited_statute_ids; surface them in the analysis views
- fl.case: add attorney_memo_id + related memo/risk display; action_run_attorney_agent
  opens the memo; "Generate Attorney Strategy Memo" button on the AI tab (admin)
- Refactor fl_ai_engine: extract shared call_claude_json(system, user) +
  _extract_json so both agents and the engine share one Claude/JSON path

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
tocmo0nlord
2026-05-29 00:12:20 +00:00
parent 23c54b1b9f
commit 465c049251
7 changed files with 441 additions and 13 deletions
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12
activeblue_familylaw/views/fl_case_views.xml
View File

@@ -266,10 +266,22 @@
placeholder="Run AI Analysis to generate summary"/>
<separator string="AI Case Summary (Español)"/>
<field name="ai_plain_english_es" readonly="1" nolabel="1"/>
<separator string="Attorney Strategy Memo"/>
<button name="action_run_attorney_agent"
string="Generate Attorney Strategy Memo"
type="object" class="btn-primary"
groups="activeblue_familylaw.group_admin"/>
<field name="attorney_memo_id" readonly="1"
attrs="{'invisible': [('attorney_memo_id', '=', False)]}"/>
<field name="attorney_memo_html" widget="html" readonly="1" nolabel="1"
attrs="{'invisible': [('attorney_memo_id', '=', False)]}"/>
<field name="attorney_risk_narrative" readonly="1"
attrs="{'invisible': [('attorney_memo_id', '=', False)]}"/>
<separator string="All Analyses"/>
<field name="analysis_ids">
<tree string="Analyses">
<field name="analysis_date"/>
<field name="analysis_type"/>
<field name="model_used"/>
<field name="attorney_referral_flag"/>
<field name="confidence_level"/>