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Add conflict-of-interest check engine; gate stage advancement at Intake

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- New fl.conflict.check model: screens petitioner/respondent/party_ids names
  against parties on other open cases (exact partner match + difflib fuzzy
  match at 0.85 threshold); skips folded/closed stages
- Runs automatically as the first action in fl.case.create; logs conflicts to
  chatter with matched-case detail and never silently passes
- fl.case gains conflict_check_passed/conflict_check_id/conflict_check_ids;
  write() blocks advancing stage_id past Intake until the check passes
- Admin-only action_override requires a written justification, stamps user/date,
  and flips conflict_check_passed True with a chatter audit entry
- Add conflict check form/tree/search views, action, Cases sub-menu item,
  case form banner + Run Conflict Check button, and Kanban conflict badge
- ACL entries for fl.conflict.check (admin full, paralegal no-delete)
- Finish Claude migration cleanup in fl_analysis.py (model_used default,
  docstring/help text)
- Add .gitignore for Python artifacts

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
tocmo0nlord
2026-05-28 18:19:32 +00:00
parent b8ab8494c7
commit 7bc0cc8554
10 changed files with 431 additions and 10 deletions
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3
activeblue_familylaw/security/ir.model.access.csv
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@@ -78,6 +78,9 @@ access_fl_fee_waiver_petitioner,fl.fee.waiver petitioner,model_fl_fee_waiver,gro
access_fl_income_withholding_admin,fl.income.withholding admin,model_fl_income_withholding,group_admin,1,1,1,1
access_fl_income_withholding_paralegal,fl.income.withholding paralegal,model_fl_income_withholding,group_paralegal,1,1,1,0
access_fl_income_withholding_petitioner,fl.income.withholding petitioner,model_fl_income_withholding,group_portal_petitioner,1,0,0,0
# ── 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.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
1 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
78 access_fl_income_withholding_admin,fl.income.withholding admin,model_fl_income_withholding,group_admin,1,1,1,1
79 access_fl_income_withholding_paralegal,fl.income.withholding paralegal,model_fl_income_withholding,group_paralegal,1,1,1,0
80 access_fl_income_withholding_petitioner,fl.income.withholding petitioner,model_fl_income_withholding,group_portal_petitioner,1,0,0,0
81 # ── fl.conflict.check ────────────────────────────────────────────────────────
82 access_fl_conflict_check_admin,fl.conflict.check admin,model_fl_conflict_check,group_admin,1,1,1,1
83 access_fl_conflict_check_paralegal,fl.conflict.check paralegal,model_fl_conflict_check,group_paralegal,1,1,1,0
84 # ── fl.intake.wizard ─────────────────────────────────────────────────────────
85 access_fl_intake_wizard_admin,fl.intake.wizard admin,model_fl_intake_wizard,group_admin,1,1,1,1
86 access_fl_intake_wizard_paralegal,fl.intake.wizard paralegal,model_fl_intake_wizard,group_paralegal,1,1,1,1