Add timesheet / AI-audit time tracking (wraps account.analytic.line)

- fl.timesheet via delegation inheritance on account.analytic.line so billable
  hours flow through standard Odoo Accounting; duration_hours maps to unit_amount
- Fields: case_id, employee_id, is_billable, ai_agent, duration_hours, computed
  hourly_rate/billable_amount (rate from hr.employee.fl_hourly_rate, else firm
  default ir.config_parameter fl_timesheet.default_hourly_rate)
- _resolve_analytic_account: prefers the case project's analytic account
  (version-agnostic field lookup), falls back to a cached firm account under any
  available analytic plan — handles the required account_id on the wrapped line
- Add 'analytic' to manifest depends; ACL for fl.timesheet and account.analytic.line
  (admin + paralegal) so non-admins can post entries
- fl.case: timesheet_ids + total_billable_hours/amount + total_ai_audit_hours +
  currency_id; new Time & Billing tab; Timesheets menu + standalone views
- Both AI agents now log non-billable audit entries via sudo() (paralegal +
  attorney, ai_agent set); logging stays a guarded no-op if creation fails

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

activeblue_familylaw/__manifest__.py

@@ -23,6 +23,7 @@
         'crm',
         'account',
         'hr_expense',
+        'analytic',
         # 'sign',       # Odoo Sign — enable when confirmed installed
         # 'queue_job',  # OCA queue_job — install from https://github.com/OCA/queue
     ],
@@ -56,6 +57,7 @@
         'views/fl_wizard_views.xml',
         'views/fl_discovery_suggest_views.xml',
         'views/fl_conflict_check_views.xml',
+        'views/fl_timesheet_views.xml',
         'views/menu_views.xml',
         # Phase 4 — QWeb PDF Reports
         'report/report_financial_affidavit_short.xml',

activeblue_familylaw/models/__init__.py

@@ -18,3 +18,4 @@ from . import fl_case
 from . import fl_conflict_check
 from . import fl_paralegal_agent
 from . import fl_attorney_agent
+from . import fl_timesheet

activeblue_familylaw/models/fl_attorney_agent.py

@@ -58,6 +58,7 @@ class FlAttorneyAgent(models.AbstractModel):
         statutes = self._candidate_statutes(case)
         caselaw = self._candidate_caselaw(case)
 
+        ai_used = False
         try:
             context = self._build_context(case, statutes, caselaw)
             result = self.env['fl.ai.engine'].call_claude_json(
@@ -69,13 +70,31 @@ class FlAttorneyAgent(models.AbstractModel):
                 max_tokens=3000,
             )
             self._store_memo(case, analysis, result, statutes, caselaw)
+            ai_used = True
         except Exception as exc:
             _logger.error("Attorney agent failed for case %s: %s",
                           case.id, exc, exc_info=True)
             self._store_fallback(case, analysis, statutes, caselaw, str(exc))
 
+        self._log_ai_time(case, 'Attorney strategy memo', ai_used)
         return analysis
 
+    def _log_ai_time(self, case, note, ai_used):
+        """Log a non-billable AI audit entry. No-op until fl.timesheet exists."""
+        if 'fl.timesheet' not in self.env:
+            return
+        try:
+            self.env['fl.timesheet'].sudo().create({
+                'case_id': case.id,
+                'name': note,
+                'is_billable': False,
+                'ai_agent': 'attorney',
+                'duration_hours': 0.1 if ai_used else 0.02,
+            })
+        except Exception as exc:  # never block on audit logging
+            _logger.warning("Attorney AI-time logging skipped for case %s: %s",
+                            case.id, exc)
+
     # ──────────────────────────────────────────────────────────────────────
     # Candidate library (grounds the model in real records)
     # ──────────────────────────────────────────────────────────────────────

activeblue_familylaw/models/fl_case.py

@@ -472,6 +472,28 @@ class FlCase(models.Model):
         compute='_compute_total_expenses', store=True
     )
 
+    # ══════════════════════════════════════════════════════════════════════
+    # TIME & BILLING
+    # ══════════════════════════════════════════════════════════════════════
+
+    currency_id = fields.Many2one(
+        'res.currency', string='Currency',
+        default=lambda self: self.env.company.currency_id
+    )
+    timesheet_ids = fields.One2many(
+        'fl.timesheet', 'case_id', string='Timesheet Entries'
+    )
+    total_billable_hours = fields.Float(
+        string='Billable Hours', compute='_compute_timesheet_totals'
+    )
+    total_billable_amount = fields.Monetary(
+        string='Billable Amount', compute='_compute_timesheet_totals',
+        currency_field='currency_id'
+    )
+    total_ai_audit_hours = fields.Float(
+        string='AI Audit Hours', compute='_compute_timesheet_totals'
+    )
+
     # ══════════════════════════════════════════════════════════════════════
     # POST-ORDER
     # ══════════════════════════════════════════════════════════════════════
@@ -804,6 +826,22 @@ class FlCase(models.Model):
         for rec in self:
             rec.total_expenses = sum(rec.expense_ids.mapped('total_amount'))
 
+    @api.depends(
+        'timesheet_ids.duration_hours',
+        'timesheet_ids.is_billable',
+        'timesheet_ids.billable_amount',
+        'timesheet_ids.ai_agent',
+    )
+    def _compute_timesheet_totals(self):
+        for rec in self:
+            billable = rec.timesheet_ids.filtered(lambda t: t.is_billable)
+            rec.total_billable_hours = sum(billable.mapped('duration_hours'))
+            rec.total_billable_amount = sum(billable.mapped('billable_amount'))
+            rec.total_ai_audit_hours = sum(
+                rec.timesheet_ids.filtered(lambda t: t.ai_agent)
+                .mapped('duration_hours')
+            )
+
     @api.depends('filing_date')
     def _compute_retroactivity_date(self):
         """

activeblue_familylaw/models/fl_paralegal_agent.py

@@ -311,7 +311,7 @@ class FlParalegalAgent(models.AbstractModel):
         if 'fl.timesheet' not in self.env:
             return
         try:
-            self.env['fl.timesheet'].create({
+            self.env['fl.timesheet'].sudo().create({
                 'case_id': case.id,
                 'name': note,
                 'is_billable': False,

activeblue_familylaw/models/fl_timesheet.py

@@ -0,0 +1,129 @@
+from odoo import api, fields, models
+
+
+class HrEmployee(models.Model):
+    _inherit = 'hr.employee'
+
+    fl_hourly_rate = fields.Float(
+        string='Family Law Billing Rate ($/hr)',
+        help='Hourly billing rate used for family-law case timesheets. '
+             'Falls back to the firm default (ir.config_parameter '
+             'fl_timesheet.default_hourly_rate) when unset.'
+    )
+
+
+class FlTimesheet(models.Model):
+    """
+    Family-law timesheet / AI audit entry.
+
+    Wraps account.analytic.line via delegation inheritance: each fl.timesheet
+    owns one analytic line, so billable hours flow through standard Odoo
+    Accounting. duration_hours maps to the analytic line's unit_amount.
+    AI agents create non-billable entries (is_billable=False, ai_agent set) for
+    an audit trail; people create billable entries from the case Timesheet tab.
+    """
+    _name = 'fl.timesheet'
+    _description = 'Family Law Timesheet / AI Audit Entry'
+    _inherits = {'account.analytic.line': 'analytic_line_id'}
+    _order = 'date desc, id desc'
+
+    analytic_line_id = fields.Many2one(
+        'account.analytic.line', string='Analytic Line',
+        required=True, ondelete='cascade', auto_join=True, index=True
+    )
+    case_id = fields.Many2one(
+        'fl.case', string='Case', required=True, ondelete='cascade', index=True
+    )
+    employee_id = fields.Many2one('hr.employee', string='Employee')
+    is_billable = fields.Boolean(
+        string='Billable', default=True,
+        help='Uncheck for non-billable entries (e.g. AI audit time).'
+    )
+    ai_agent = fields.Selection([
+        ('paralegal', 'Paralegal Agent'),
+        ('attorney', 'Attorney Agent'),
+    ], string='AI Agent',
+        help='Set when an AI agent auto-logged this entry for the audit trail.')
+    duration_hours = fields.Float(string='Duration (Hours)', default=0.0)
+
+    hourly_rate = fields.Float(
+        string='Rate ($/hr)', compute='_compute_billable_amount'
+    )
+    billable_amount = fields.Monetary(
+        string='Amount', compute='_compute_billable_amount',
+        currency_field='currency_id'
+    )
+
+    @api.depends('duration_hours', 'is_billable', 'employee_id')
+    def _compute_billable_amount(self):
+        default_rate = float(self.env['ir.config_parameter'].sudo().get_param(
+            'fl_timesheet.default_hourly_rate', 0.0) or 0.0)
+        for rec in self:
+            rate = rec.employee_id.fl_hourly_rate or default_rate
+            rec.hourly_rate = rate
+            rec.billable_amount = (
+                rec.duration_hours * rate if rec.is_billable else 0.0
+            )
+
+    # ──────────────────────────────────────────────────────────────────────
+    # CRUD — keep the wrapped analytic line in sync
+    # ──────────────────────────────────────────────────────────────────────
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        for vals in vals_list:
+            self._prepare_line_vals(vals)
+        return super().create(vals_list)
+
+    def write(self, vals):
+        if 'duration_hours' in vals:
+            vals['unit_amount'] = vals['duration_hours']
+        return super().write(vals)
+
+    def _prepare_line_vals(self, vals):
+        """Fill the analytic line's required fields before delegation create."""
+        case = self.env['fl.case'].browse(vals['case_id']) if vals.get('case_id') \
+            else self.env['fl.case']
+        if not vals.get('account_id'):
+            vals['account_id'] = self._resolve_analytic_account(case).id
+        if not vals.get('name'):
+            if vals.get('ai_agent'):
+                label = dict(self._fields['ai_agent'].selection).get(
+                    vals['ai_agent'], vals['ai_agent'])
+                vals['name'] = f'AI audit: {label}'
+            else:
+                vals['name'] = case.name or 'Time entry'
+        if 'duration_hours' in vals:
+            vals['unit_amount'] = vals['duration_hours']
+
+    def _resolve_analytic_account(self, case):
+        """
+        Resolve the analytic account for the wrapped line. Prefers the case
+        project's analytic account (field name varies by version), falling back
+        to a cached firm-wide account created under any available analytic plan.
+        """
+        Account = self.env['account.analytic.account'].sudo()
+
+        project = case.project_id if case else self.env['project.project']
+        if project:
+            for fname in ('account_id', 'analytic_account_id'):
+                acc = getattr(project, fname, False)
+                if acc:
+                    return acc
+
+        param = self.env['ir.config_parameter'].sudo()
+        acc_id = param.get_param('fl_timesheet.analytic_account_id')
+        if acc_id:
+            acc = Account.browse(int(acc_id))
+            if acc.exists():
+                return acc
+
+        Plan = self.env['account.analytic.plan'].sudo()
+        plan = Plan.search([], limit=1) or Plan.create({'name': 'Family Law'})
+        acc = Account.create({
+            'name': 'Family Law Cases',
+            'plan_id': plan.id,
+            'company_id': self.env.company.id,
+        })
+        param.set_param('fl_timesheet.analytic_account_id', acc.id)
+        return acc

activeblue_familylaw/security/ir.model.access.csv

@@ -81,6 +81,12 @@ access_fl_income_withholding_petitioner,fl.income.withholding petitioner,model_f
 # ── fl.conflict.check ────────────────────────────────────────────────────────
 access_fl_conflict_check_admin,fl.conflict.check admin,model_fl_conflict_check,group_admin,1,1,1,1
 access_fl_conflict_check_paralegal,fl.conflict.check paralegal,model_fl_conflict_check,group_paralegal,1,1,1,0
+# ── fl.timesheet ─────────────────────────────────────────────────────────────
+access_fl_timesheet_admin,fl.timesheet admin,model_fl_timesheet,group_admin,1,1,1,1
+access_fl_timesheet_paralegal,fl.timesheet paralegal,model_fl_timesheet,group_paralegal,1,1,1,0
+# ── 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.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

@@ -310,6 +310,34 @@
                                 <field name="total_expenses" readonly="1"/>
                             </page>
 
+                            <!-- TAB 9: Time & Billing -->
+                            <page string="Time &amp; Billing" name="timesheets">
+                                <group>
+                                    <group>
+                                        <field name="total_billable_hours" readonly="1"/>
+                                        <field name="total_billable_amount" readonly="1"/>
+                                    </group>
+                                    <group>
+                                        <field name="total_ai_audit_hours" readonly="1"/>
+                                        <field name="currency_id" invisible="1"/>
+                                    </group>
+                                </group>
+                                <field name="timesheet_ids">
+                                    <tree string="Timesheet Entries" editable="bottom"
+                                          decoration-muted="is_billable == False">
+                                        <field name="date"/>
+                                        <field name="name"/>
+                                        <field name="employee_id"/>
+                                        <field name="duration_hours" sum="Hours"/>
+                                        <field name="is_billable"/>
+                                        <field name="ai_agent" readonly="1"/>
+                                        <field name="hourly_rate" readonly="1"/>
+                                        <field name="billable_amount" readonly="1" sum="Amount"/>
+                                        <field name="currency_id" column_invisible="1"/>
+                                    </tree>
+                                </field>
+                            </page>
+
                         </notebook>
                     </sheet>
                     <div class="oe_chatter">

activeblue_familylaw/views/fl_timesheet_views.xml

@@ -0,0 +1,84 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+    <data>
+
+        <record id="view_fl_timesheet_tree" model="ir.ui.view">
+            <field name="name">fl.timesheet.tree</field>
+            <field name="model">fl.timesheet</field>
+            <field name="arch" type="xml">
+                <tree string="Timesheet Entries" editable="bottom"
+                      decoration-muted="is_billable == False">
+                    <field name="date"/>
+                    <field name="case_id"/>
+                    <field name="name"/>
+                    <field name="employee_id"/>
+                    <field name="duration_hours" sum="Hours"/>
+                    <field name="is_billable"/>
+                    <field name="ai_agent" readonly="1"/>
+                    <field name="hourly_rate" readonly="1"/>
+                    <field name="billable_amount" readonly="1" sum="Amount"/>
+                    <field name="currency_id" column_invisible="1"/>
+                </tree>
+            </field>
+        </record>
+
+        <record id="view_fl_timesheet_form" model="ir.ui.view">
+            <field name="name">fl.timesheet.form</field>
+            <field name="model">fl.timesheet</field>
+            <field name="arch" type="xml">
+                <form string="Timesheet Entry">
+                    <sheet>
+                        <group>
+                            <group>
+                                <field name="case_id"/>
+                                <field name="employee_id"/>
+                                <field name="date"/>
+                                <field name="name"/>
+                            </group>
+                            <group>
+                                <field name="duration_hours"/>
+                                <field name="is_billable"/>
+                                <field name="ai_agent" readonly="1"/>
+                                <field name="hourly_rate" readonly="1"/>
+                                <field name="billable_amount" readonly="1"/>
+                                <field name="currency_id" invisible="1"/>
+                            </group>
+                        </group>
+                    </sheet>
+                </form>
+            </field>
+        </record>
+
+        <record id="view_fl_timesheet_search" model="ir.ui.view">
+            <field name="name">fl.timesheet.search</field>
+            <field name="model">fl.timesheet</field>
+            <field name="arch" type="xml">
+                <search string="Search Timesheets">
+                    <field name="case_id"/>
+                    <field name="employee_id"/>
+                    <filter string="Billable" name="billable"
+                            domain="[('is_billable', '=', True)]"/>
+                    <filter string="AI Audit" name="ai_audit"
+                            domain="[('ai_agent', '!=', False)]"/>
+                    <group expand="0" string="Group By">
+                        <filter string="Case" name="group_case"
+                                context="{'group_by': 'case_id'}"/>
+                        <filter string="Employee" name="group_employee"
+                                context="{'group_by': 'employee_id'}"/>
+                        <filter string="AI Agent" name="group_ai"
+                                context="{'group_by': 'ai_agent'}"/>
+                    </group>
+                </search>
+            </field>
+        </record>
+
+        <record id="action_fl_timesheet_list" model="ir.actions.act_window">
+            <field name="name">Timesheets</field>
+            <field name="res_model">fl.timesheet</field>
+            <field name="view_mode">tree,form</field>
+            <field name="search_view_id" ref="view_fl_timesheet_search"/>
+            <field name="context">{'search_default_billable': 1}</field>
+        </record>
+
+    </data>
+</odoo>

activeblue_familylaw/views/menu_views.xml

@@ -94,6 +94,13 @@
             action="action_fl_conflict_check_list"
             sequence="70"/>
 
+        <menuitem
+            id="menu_fl_timesheets"
+            name="Timesheets"
+            parent="menu_fl_cases"
+            action="action_fl_timesheet_list"
+            sequence="80"/>
+
         <!-- ══════════════════════════════════════════════════════
              SUPPORT CALCULATOR SUB-MENU
         ══════════════════════════════════════════════════════ -->