Add FL e-Filing Portal integration (assisted submission, Phase 1)

- fl.efiling.submission: generates the 11th Circuit court filename
  ({LastName}_{CaseNumber}_{DocumentType}_{YYYYMMDD}.pdf), validates PDF/A via
  pikepdf (XMP pdfaid + OutputIntents, graceful if pikepdf missing), and tracks
  status (draft → validated → pending_manual → submitted → accepted/rejected/failed)
- Assisted flow: "Open e-Filing Portal" deep-links to eportal.flcourts.org
  (?caseNumber=… when available; base overridable via ir.config_parameter
  fl_efiling.portal_url); confirmation # capture; accepted/rejected mark the
  linked fl.document filed and log to chatter
- Phase 2 API stub (action_submit_api) reads creds/endpoint from ir.config_parameter
  and refuses to call an unconfirmed endpoint — no guessed URLs, no silent failure
- fl.efiling.wizard: pick document/attachment/filing_type, preview the filename,
  create + auto-validate the submission
- Wiring: model + wizard registered, ACL (admin/paralegal), e-filing views, Cases
  menu item, fl.case.efiling_submission_ids + Filings tab + Prepare e-Filing button

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

activeblue_familylaw/__manifest__.py

@@ -58,6 +58,7 @@
         'views/fl_discovery_suggest_views.xml',
         'views/fl_conflict_check_views.xml',
         'views/fl_timesheet_views.xml',
+        'views/fl_efiling_views.xml',
         'views/menu_views.xml',
         # Phase 4 — QWeb PDF Reports
         'report/report_financial_affidavit_short.xml',

activeblue_familylaw/models/__init__.py

@@ -19,3 +19,4 @@ from . import fl_conflict_check
 from . import fl_paralegal_agent
 from . import fl_attorney_agent
 from . import fl_timesheet
+from . import fl_efiling

activeblue_familylaw/models/fl_case.py

@@ -400,6 +400,9 @@ class FlCase(models.Model):
     document_ids = fields.One2many(
         'fl.document', 'case_id', string='Case Documents'
     )
+    efiling_submission_ids = fields.One2many(
+        'fl.efiling.submission', 'case_id', string='e-Filing Submissions'
+    )
 
     # ══════════════════════════════════════════════════════════════════════
     # PROJECT / TASK INTEGRATION
@@ -1222,3 +1225,14 @@ class FlCase(models.Model):
             'view_mode': 'form',
             'target': 'current',
         }
+
+    def action_prepare_efiling(self):
+        self.ensure_one()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'Prepare e-Filing',
+            'res_model': 'fl.efiling.wizard',
+            'view_mode': 'form',
+            'target': 'new',
+            'context': {'default_case_id': self.id},
+        }

activeblue_familylaw/models/fl_efiling.py

@@ -0,0 +1,280 @@
+import base64
+import io
+import logging
+import re
+from urllib.parse import quote
+
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+_logger = logging.getLogger(__name__)
+
+DEFAULT_PORTAL_URL = 'https://eportal.flcourts.org'
+
+# filing_type → CamelCase token used in the 11th Circuit filename convention.
+FILING_TYPE_TOKEN = {
+    'petition': 'Petition',
+    'supplemental_petition': 'SupplementalPetition',
+    'financial_affidavit': 'FinancialAffidavit',
+    'support_worksheet': 'ChildSupportWorksheet',
+    'motion_to_modify': 'MotionToModify',
+    'motion_to_compel': 'MotionToCompel',
+    'motion_default': 'MotionForDefault',
+    'notice_deposition': 'NoticeOfDeposition',
+    'parenting_plan': 'ParentingPlan',
+    'mandatory_disclosure': 'MandatoryDisclosure',
+    'fee_waiver': 'CivilIndigentStatus',
+    'income_withholding': 'IncomeWithholding',
+    'notice_ssn': 'NoticeOfSSN',
+    'other': 'Document',
+}
+
+# Best-effort map from fl.document.document_type → filing_type.
+DOC_TYPE_TO_FILING_TYPE = {
+    'financial_affidavit_short': 'financial_affidavit',
+    'financial_affidavit_long': 'financial_affidavit',
+    'support_worksheet': 'support_worksheet',
+    'motion_to_modify': 'motion_to_modify',
+    'notice_deposition': 'notice_deposition',
+    'motion_to_compel': 'motion_to_compel',
+    'motion_default': 'motion_default',
+    'income_withholding': 'income_withholding',
+    'parenting_plan': 'parenting_plan',
+    'fee_waiver': 'fee_waiver',
+    'notice_ssn': 'notice_ssn',
+    'mandatory_disclosure': 'mandatory_disclosure',
+}
+
+
+class FlEfilingSubmission(models.Model):
+    _name = 'fl.efiling.submission'
+    _description = 'FL e-Filing Portal Submission'
+    _inherit = ['mail.thread']
+    _order = 'create_date desc'
+    _rec_name = 'court_filename'
+
+    case_id = fields.Many2one(
+        'fl.case', string='Case', required=True,
+        ondelete='cascade', index=True, tracking=True
+    )
+    document_id = fields.Many2one(
+        'fl.document', string='Case Document',
+        domain="[('case_id', '=', case_id)]"
+    )
+    attachment_id = fields.Many2one(
+        'ir.attachment', string='PDF to File',
+        help='The PDF that will be filed (use the signed PDF where applicable).'
+    )
+    filing_type = fields.Selection([
+        ('petition', 'Petition'),
+        ('supplemental_petition', 'Supplemental Petition'),
+        ('financial_affidavit', 'Financial Affidavit'),
+        ('support_worksheet', 'Child Support Worksheet'),
+        ('motion_to_modify', 'Motion to Modify'),
+        ('motion_to_compel', 'Motion to Compel'),
+        ('motion_default', 'Motion for Default'),
+        ('notice_deposition', 'Notice of Deposition'),
+        ('parenting_plan', 'Parenting Plan'),
+        ('mandatory_disclosure', 'Mandatory Disclosure'),
+        ('fee_waiver', 'Civil Indigent Status'),
+        ('income_withholding', 'Income Withholding'),
+        ('notice_ssn', 'Notice of SSN'),
+        ('other', 'Other'),
+    ], string='Filing Type', default='other', required=True)
+    filing_date = fields.Date(
+        string='Filing Date', default=fields.Date.context_today
+    )
+    court_filename = fields.Char(
+        string='Court Filename', compute='_compute_court_filename', store=True,
+        help='11th Circuit naming convention: '
+             '{LastName}_{CaseNumber}_{DocumentType}_{YYYYMMDD}.pdf'
+    )
+    status = fields.Selection([
+        ('draft', 'Draft'),
+        ('validated', 'PDF/A Validated'),
+        ('pending_manual', 'Pending Manual Filing'),
+        ('submitted', 'Submitted'),
+        ('accepted', 'Accepted by Clerk'),
+        ('rejected', 'Rejected by Clerk'),
+        ('failed', 'Failed'),
+    ], string='Status', default='draft', required=True, tracking=True)
+
+    pdfa_valid = fields.Boolean(string='PDF/A Valid', readonly=True)
+    pdfa_message = fields.Char(string='PDF/A Check Result', readonly=True)
+    confirmation_number = fields.Char(string='Portal Confirmation #', tracking=True)
+    error_message = fields.Text(string='Error', readonly=True)
+    portal_url = fields.Char(string='Portal Link', compute='_compute_portal_url')
+    notes = fields.Text(string='Notes')
+
+    # ──────────────────────────────────────────────────────────────────────
+    # Computes
+    # ──────────────────────────────────────────────────────────────────────
+
+    @api.depends('case_id', 'case_id.court_case_number',
+                 'case_id.petitioner_id', 'filing_type', 'filing_date')
+    def _compute_court_filename(self):
+        for rec in self:
+            case = rec.case_id
+            last = self._sanitize(self._last_name(case.petitioner_id)) or 'Party'
+            casenum = self._sanitize(case.court_case_number or 'NOCASE')
+            token = FILING_TYPE_TOKEN.get(rec.filing_type, 'Document')
+            datestr = (rec.filing_date or fields.Date.context_today(rec)).strftime('%Y%m%d')
+            rec.court_filename = f'{last}_{casenum}_{token}_{datestr}.pdf'
+
+    @api.depends('case_id', 'case_id.court_case_number')
+    def _compute_portal_url(self):
+        base = self.env['ir.config_parameter'].sudo().get_param(
+            'fl_efiling.portal_url', DEFAULT_PORTAL_URL)
+        for rec in self:
+            url = base
+            if rec.case_id.court_case_number:
+                url += '?caseNumber=' + quote(rec.case_id.court_case_number)
+            rec.portal_url = url
+
+    @staticmethod
+    def _last_name(partner):
+        if not partner or not partner.name:
+            return ''
+        return partner.name.strip().split()[-1]
+
+    @staticmethod
+    def _sanitize(value):
+        # Keep alphanumerics and dashes; drop everything else.
+        return re.sub(r'[^A-Za-z0-9-]', '', (value or '').replace(' ', ''))
+
+    # ──────────────────────────────────────────────────────────────────────
+    # Onchange
+    # ──────────────────────────────────────────────────────────────────────
+
+    @api.onchange('document_id')
+    def _onchange_document_id(self):
+        if not self.document_id:
+            return
+        self.filing_type = DOC_TYPE_TO_FILING_TYPE.get(
+            self.document_id.document_type, 'other')
+        if self.document_id.attachment_ids:
+            self.attachment_id = self.document_id.attachment_ids[:1]
+
+    # ──────────────────────────────────────────────────────────────────────
+    # PDF/A validation (pikepdf)
+    # ──────────────────────────────────────────────────────────────────────
+
+    def action_validate_pdfa(self):
+        self.ensure_one()
+        if not self.attachment_id:
+            raise UserError(_('Attach the PDF to file before validating.'))
+        valid, message = self._check_pdfa(self.attachment_id)
+        self.write({'pdfa_valid': valid, 'pdfa_message': message})
+        if valid and self.status == 'draft':
+            self.status = 'validated'
+        return True
+
+    def _check_pdfa(self, attachment):
+        """Pragmatic PDF/A check via pikepdf (XMP pdfaid markers + OutputIntents)."""
+        try:
+            import pikepdf
+        except ImportError:
+            return False, 'pikepdf not installed — cannot validate PDF/A.'
+
+        if not attachment.datas:
+            return False, 'Attachment has no file data.'
+        try:
+            data = base64.b64decode(attachment.datas)
+            pdf = pikepdf.open(io.BytesIO(data))
+        except Exception as exc:
+            return False, f'Not a readable PDF: {exc}'
+
+        has_output_intent = '/OutputIntents' in pdf.Root
+        pdfa_part = None
+        try:
+            with pdf.open_metadata() as meta:
+                pdfa_part = meta.get('pdfaid:part')
+        except Exception:
+            pdfa_part = None
+
+        if pdfa_part:
+            suffix = (' and an OutputIntent' if has_output_intent
+                      else ' — WARNING: no OutputIntents present')
+            return True, f'PDF/A-{pdfa_part} markers present{suffix}.'
+        return False, ('No PDF/A identification (pdfaid) found in the PDF metadata. '
+                       'Convert the document to PDF/A before filing.')
+
+    # ──────────────────────────────────────────────────────────────────────
+    # Assisted submission (Phase 1)
+    # ──────────────────────────────────────────────────────────────────────
+
+    def action_open_portal(self):
+        self.ensure_one()
+        if self.status in ('draft', 'validated'):
+            self.status = 'pending_manual'
+        return {
+            'type': 'ir.actions.act_url',
+            'url': self.portal_url,
+            'target': 'new',
+        }
+
+    def action_record_confirmation(self):
+        """Mark as submitted once the user has filed and entered a confirmation #."""
+        self.ensure_one()
+        if not (self.confirmation_number or '').strip():
+            raise UserError(_(
+                'Enter the portal confirmation number before marking submitted.'))
+        self.status = 'submitted'
+        self.case_id.message_post(
+            body=_('📤 e-Filing submitted: <b>%(file)s</b> — confirmation '
+                   '<b>%(conf)s</b>.') % {
+                'file': self.court_filename,
+                'conf': self.confirmation_number,
+            },
+            subtype_xmlid='mail.mt_note',
+        )
+        return True
+
+    def action_mark_accepted(self):
+        self.ensure_one()
+        self.status = 'accepted'
+        if self.document_id:
+            self.document_id.write({
+                'state': 'filed',
+                'filed_date': fields.Date.context_today(self),
+            })
+        self.case_id.message_post(
+            body=_('✅ Clerk accepted filing: <b>%s</b>.') % self.court_filename,
+            subtype_xmlid='mail.mt_note',
+        )
+        return True
+
+    def action_mark_rejected(self):
+        self.ensure_one()
+        self.status = 'rejected'
+        self.case_id.message_post(
+            body=_('❌ Clerk rejected filing: <b>%s</b>. See notes.')
+            % self.court_filename,
+            subtype_xmlid='mail.mt_note',
+        )
+        return True
+
+    # ──────────────────────────────────────────────────────────────────────
+    # API submission (Phase 2 — not enabled against a confirmed endpoint)
+    # ──────────────────────────────────────────────────────────────────────
+
+    def action_submit_api(self):
+        """
+        Programmatic submission to the FL e-Filing Portal API. The portal's API
+        base URL must be confirmed from current portal documentation before this
+        is enabled; we never call a guessed endpoint. Credentials live in
+        ir.config_parameter (fl_efiling.username / fl_efiling.password).
+        """
+        self.ensure_one()
+        endpoint = self.env['ir.config_parameter'].sudo().get_param(
+            'fl_efiling.api_endpoint')
+        if not endpoint:
+            raise UserError(_(
+                'Automated API submission is not configured. Confirm the FL '
+                'e-Filing Portal API base URL, then set ir.config_parameter '
+                'fl_efiling.api_endpoint (plus fl_efiling.username / '
+                'fl_efiling.password). Until then use "Open e-Filing Portal" '
+                'for assisted manual submission.'))
+        raise UserError(_(
+            'An API endpoint is configured but Phase 2 programmatic submission '
+            'is not yet enabled in this build.'))

activeblue_familylaw/security/ir.model.access.csv

@@ -87,6 +87,12 @@ access_fl_timesheet_paralegal,fl.timesheet paralegal,model_fl_timesheet,group_pa
 # ── account.analytic.line (timesheet wraps it — ensure non-admins can post) ───
 access_account_analytic_line_fl_admin,account.analytic.line fl admin,analytic.model_account_analytic_line,group_admin,1,1,1,1
 access_account_analytic_line_fl_paralegal,account.analytic.line fl paralegal,analytic.model_account_analytic_line,group_paralegal,1,1,1,0
+# ── fl.efiling.submission ────────────────────────────────────────────────────
+access_fl_efiling_submission_admin,fl.efiling.submission admin,model_fl_efiling_submission,group_admin,1,1,1,1
+access_fl_efiling_submission_paralegal,fl.efiling.submission paralegal,model_fl_efiling_submission,group_paralegal,1,1,1,0
+# ── fl.efiling.wizard ────────────────────────────────────────────────────────
+access_fl_efiling_wizard_admin,fl.efiling.wizard admin,model_fl_efiling_wizard,group_admin,1,1,1,1
+access_fl_efiling_wizard_paralegal,fl.efiling.wizard paralegal,model_fl_efiling_wizard,group_paralegal,1,1,1,1
 # ── fl.intake.wizard ─────────────────────────────────────────────────────────
 access_fl_intake_wizard_admin,fl.intake.wizard admin,model_fl_intake_wizard,group_admin,1,1,1,1
 access_fl_intake_wizard_paralegal,fl.intake.wizard paralegal,model_fl_intake_wizard,group_paralegal,1,1,1,1

activeblue_familylaw/views/fl_case_views.xml

@@ -24,6 +24,9 @@
                         <button name="action_run_paralegal" string="Paralegal Review"
                                 type="object"
                                 groups="activeblue_familylaw.group_admin,activeblue_familylaw.group_paralegal"/>
+                        <button name="action_prepare_efiling" string="Prepare e-Filing"
+                                type="object"
+                                groups="activeblue_familylaw.group_admin,activeblue_familylaw.group_paralegal"/>
                     </header>
 
                     <!-- Attorney Referral Banner -->
@@ -310,7 +313,37 @@
                                 <field name="total_expenses" readonly="1"/>
                             </page>
 
-                            <!-- TAB 9: Time & Billing -->
+                            <!-- TAB 9: Court Filings -->
+                            <page string="Filings" name="filings">
+                                <button name="action_prepare_efiling" string="Prepare e-Filing"
+                                        type="object" class="btn-primary"
+                                        groups="activeblue_familylaw.group_admin,activeblue_familylaw.group_paralegal"/>
+                                <separator string="Case Documents"/>
+                                <field name="document_ids">
+                                    <tree string="Documents">
+                                        <field name="name"/>
+                                        <field name="document_type"/>
+                                        <field name="state"/>
+                                        <field name="filed_date"/>
+                                    </tree>
+                                </field>
+                                <separator string="e-Filing Submissions"/>
+                                <field name="efiling_submission_ids">
+                                    <tree string="e-Filing Submissions"
+                                          decoration-success="status == 'accepted'"
+                                          decoration-danger="status in ('rejected','failed')"
+                                          decoration-info="status == 'submitted'">
+                                        <field name="court_filename"/>
+                                        <field name="filing_type"/>
+                                        <field name="filing_date"/>
+                                        <field name="pdfa_valid"/>
+                                        <field name="confirmation_number"/>
+                                        <field name="status"/>
+                                    </tree>
+                                </field>
+                            </page>
+
+                            <!-- TAB 10: Time & Billing -->
                             <page string="Time &amp; Billing" name="timesheets">
                                 <group>
                                     <group>

activeblue_familylaw/views/fl_efiling_views.xml

@@ -0,0 +1,163 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <!-- ══════════════════════════════════════════════════════
+             SUBMISSION FORM
+        ══════════════════════════════════════════════════════ -->
+        <record id="view_fl_efiling_submission_form" model="ir.ui.view">
+            <field name="name">fl.efiling.submission.form</field>
+            <field name="model">fl.efiling.submission</field>
+            <field name="arch" type="xml">
+                <form string="e-Filing Submission">
+                    <header>
+                        <button name="action_validate_pdfa" string="Validate PDF/A"
+                                type="object" class="oe_highlight"
+                                attrs="{'invisible': [('status', 'not in', ['draft','validated'])]}"/>
+                        <button name="action_open_portal" string="Open e-Filing Portal"
+                                type="object"
+                                attrs="{'invisible': [('status', 'in', ['accepted','rejected'])]}"/>
+                        <button name="action_record_confirmation" string="Mark Submitted"
+                                type="object"
+                                attrs="{'invisible': [('status', 'not in', ['pending_manual','validated','failed'])]}"/>
+                        <button name="action_mark_accepted" string="Clerk Accepted"
+                                type="object" class="oe_highlight"
+                                attrs="{'invisible': [('status', '!=', 'submitted')]}"/>
+                        <button name="action_mark_rejected" string="Clerk Rejected"
+                                type="object"
+                                attrs="{'invisible': [('status', '!=', 'submitted')]}"/>
+                        <button name="action_submit_api" string="Submit via API"
+                                type="object"
+                                groups="activeblue_familylaw.group_admin"
+                                attrs="{'invisible': [('status', 'in', ['accepted','rejected','submitted'])]}"/>
+                        <field name="status" widget="statusbar"
+                               statusbar_visible="draft,validated,pending_manual,submitted,accepted"/>
+                    </header>
+                    <sheet>
+                        <div class="alert alert-success" role="alert"
+                             attrs="{'invisible': [('pdfa_valid', '=', False)]}">
+                            <strong>✅ PDF/A:</strong>
+                            <field name="pdfa_message" readonly="1" nolabel="1" class="oe_inline"/>
+                        </div>
+                        <div class="alert alert-warning" role="alert"
+                             attrs="{'invisible': ['|', ('pdfa_valid', '=', True), ('pdfa_message', '=', False)]}">
+                            <strong>⚠️ PDF/A:</strong>
+                            <field name="pdfa_message" readonly="1" nolabel="1" class="oe_inline"/>
+                        </div>
+                        <div class="oe_title">
+                            <h1><field name="court_filename" readonly="1"/></h1>
+                        </div>
+                        <group>
+                            <group>
+                                <field name="case_id"/>
+                                <field name="document_id"/>
+                                <field name="attachment_id"/>
+                                <field name="filing_type"/>
+                                <field name="filing_date"/>
+                            </group>
+                            <group>
+                                <field name="pdfa_valid" readonly="1"/>
+                                <field name="confirmation_number"/>
+                                <field name="portal_url" widget="url" readonly="1"/>
+                            </group>
+                        </group>
+                        <field name="error_message" readonly="1"
+                               attrs="{'invisible': [('error_message', '=', False)]}"/>
+                        <separator string="Notes"/>
+                        <field name="notes" nolabel="1"
+                               placeholder="Clerk rejection reasons, filing remarks, etc."/>
+                    </sheet>
+                    <div class="oe_chatter">
+                        <field name="message_follower_ids"/>
+                        <field name="message_ids"/>
+                    </div>
+                </form>
+            </field>
+        </record>
+
+        <!-- ══════════════════════════════════════════════════════
+             SUBMISSION TREE / SEARCH
+        ══════════════════════════════════════════════════════ -->
+        <record id="view_fl_efiling_submission_tree" model="ir.ui.view">
+            <field name="name">fl.efiling.submission.tree</field>
+            <field name="model">fl.efiling.submission</field>
+            <field name="arch" type="xml">
+                <tree string="e-Filing Submissions"
+                      decoration-success="status == 'accepted'"
+                      decoration-danger="status in ('rejected','failed')"
+                      decoration-info="status == 'submitted'">
+                    <field name="court_filename"/>
+                    <field name="case_id"/>
+                    <field name="filing_type"/>
+                    <field name="filing_date"/>
+                    <field name="pdfa_valid"/>
+                    <field name="confirmation_number"/>
+                    <field name="status"/>
+                </tree>
+            </field>
+        </record>
+
+        <record id="view_fl_efiling_submission_search" model="ir.ui.view">
+            <field name="name">fl.efiling.submission.search</field>
+            <field name="model">fl.efiling.submission</field>
+            <field name="arch" type="xml">
+                <search string="Search e-Filings">
+                    <field name="case_id"/>
+                    <field name="court_filename"/>
+                    <field name="confirmation_number"/>
+                    <filter string="Pending Manual" name="pending"
+                            domain="[('status', '=', 'pending_manual')]"/>
+                    <filter string="Submitted" name="submitted"
+                            domain="[('status', '=', 'submitted')]"/>
+                    <filter string="Accepted" name="accepted"
+                            domain="[('status', '=', 'accepted')]"/>
+                    <filter string="Rejected / Failed" name="problem"
+                            domain="[('status', 'in', ['rejected','failed'])]"/>
+                    <group expand="0" string="Group By">
+                        <filter string="Status" name="group_status"
+                                context="{'group_by': 'status'}"/>
+                        <filter string="Case" name="group_case"
+                                context="{'group_by': 'case_id'}"/>
+                    </group>
+                </search>
+            </field>
+        </record>
+
+        <record id="action_fl_efiling_list" model="ir.actions.act_window">
+            <field name="name">e-Filings</field>
+            <field name="res_model">fl.efiling.submission</field>
+            <field name="view_mode">tree,form</field>
+            <field name="search_view_id" ref="view_fl_efiling_submission_search"/>
+        </record>
+
+        <!-- ══════════════════════════════════════════════════════
+             WIZARD
+        ══════════════════════════════════════════════════════ -->
+        <record id="view_fl_efiling_wizard_form" model="ir.ui.view">
+            <field name="name">fl.efiling.wizard.form</field>
+            <field name="model">fl.efiling.wizard</field>
+            <field name="arch" type="xml">
+                <form string="Prepare e-Filing">
+                    <p class="text-muted">
+                        Select the document and PDF to file. A court-compliant filename
+                        will be generated; the submission record lets you validate PDF/A
+                        and open the FL e-Filing Portal.
+                    </p>
+                    <group>
+                        <field name="case_id" invisible="1"/>
+                        <field name="document_id"/>
+                        <field name="attachment_id"/>
+                        <field name="filing_type"/>
+                        <field name="court_filename_preview" readonly="1"/>
+                    </group>
+                    <footer>
+                        <button name="action_create_submission" string="Create &amp; Prepare"
+                                type="object" class="btn-primary"/>
+                        <button string="Cancel" class="btn-secondary" special="cancel"/>
+                    </footer>
+                </form>
+            </field>
+        </record>
+
+    </data>
+</odoo>

activeblue_familylaw/views/menu_views.xml

@@ -101,6 +101,13 @@
             action="action_fl_timesheet_list"
             sequence="80"/>
 
+        <menuitem
+            id="menu_fl_efilings"
+            name="e-Filings"
+            parent="menu_fl_cases"
+            action="action_fl_efiling_list"
+            sequence="90"/>
+
         <!-- ══════════════════════════════════════════════════════
              SUPPORT CALCULATOR SUB-MENU
         ══════════════════════════════════════════════════════ -->

activeblue_familylaw/wizard/__init__.py

@@ -2,3 +2,4 @@ from . import fl_intake_wizard
 from . import fl_analysis_wizard
 from . import fl_generate_packet_wizard
 from . import fl_discovery_suggest_wizard
+from . import fl_efiling_wizard

activeblue_familylaw/wizard/fl_efiling_wizard.py

@@ -0,0 +1,82 @@
+from odoo import _, api, fields, models
+from odoo.exceptions import UserError
+
+from odoo.addons.activeblue_familylaw.models.fl_efiling import (
+    DOC_TYPE_TO_FILING_TYPE, FILING_TYPE_TOKEN,
+)
+
+
+class FlEfilingWizard(models.TransientModel):
+    _name = 'fl.efiling.wizard'
+    _description = 'Assisted e-Filing Preparation Wizard'
+
+    case_id = fields.Many2one('fl.case', string='Case', required=True)
+    document_id = fields.Many2one(
+        'fl.document', string='Case Document',
+        domain="[('case_id', '=', case_id)]"
+    )
+    attachment_id = fields.Many2one(
+        'ir.attachment', string='PDF to File',
+        help='The PDF to file — use the signed PDF where applicable.'
+    )
+    filing_type = fields.Selection([
+        ('petition', 'Petition'),
+        ('supplemental_petition', 'Supplemental Petition'),
+        ('financial_affidavit', 'Financial Affidavit'),
+        ('support_worksheet', 'Child Support Worksheet'),
+        ('motion_to_modify', 'Motion to Modify'),
+        ('motion_to_compel', 'Motion to Compel'),
+        ('motion_default', 'Motion for Default'),
+        ('notice_deposition', 'Notice of Deposition'),
+        ('parenting_plan', 'Parenting Plan'),
+        ('mandatory_disclosure', 'Mandatory Disclosure'),
+        ('fee_waiver', 'Civil Indigent Status'),
+        ('income_withholding', 'Income Withholding'),
+        ('notice_ssn', 'Notice of SSN'),
+        ('other', 'Other'),
+    ], string='Filing Type', default='other', required=True)
+    court_filename_preview = fields.Char(
+        string='Court Filename', compute='_compute_filename_preview'
+    )
+
+    @api.depends('case_id', 'filing_type')
+    def _compute_filename_preview(self):
+        Submission = self.env['fl.efiling.submission']
+        for rec in self:
+            case = rec.case_id
+            last = Submission._sanitize(
+                Submission._last_name(case.petitioner_id)) or 'Party'
+            casenum = Submission._sanitize(case.court_case_number or 'NOCASE')
+            token = FILING_TYPE_TOKEN.get(rec.filing_type, 'Document')
+            datestr = fields.Date.context_today(rec).strftime('%Y%m%d')
+            rec.court_filename_preview = f'{last}_{casenum}_{token}_{datestr}.pdf'
+
+    @api.onchange('document_id')
+    def _onchange_document_id(self):
+        if not self.document_id:
+            return
+        self.filing_type = DOC_TYPE_TO_FILING_TYPE.get(
+            self.document_id.document_type, 'other')
+        if self.document_id.attachment_ids:
+            self.attachment_id = self.document_id.attachment_ids[:1]
+
+    def action_create_submission(self):
+        self.ensure_one()
+        if not self.attachment_id:
+            raise UserError(_(
+                'Select the PDF to file before creating the submission.'))
+        submission = self.env['fl.efiling.submission'].create({
+            'case_id': self.case_id.id,
+            'document_id': self.document_id.id,
+            'attachment_id': self.attachment_id.id,
+            'filing_type': self.filing_type,
+        })
+        submission.action_validate_pdfa()
+        return {
+            'type': 'ir.actions.act_window',
+            'name': 'e-Filing Submission',
+            'res_model': 'fl.efiling.submission',
+            'res_id': submission.id,
+            'view_mode': 'form',
+            'target': 'current',
+        }