Phase 2: Deadlines + Calendar integration
Full fl_deadline.py: - Calendar event creation/update on every deadline (all-day events) - _cron_check_default_judgment: FL 12.922 — if respondent misses Day 20 answer deadline, auto-creates Motion for Default deadline (5 days), project task, and urgent chatter alert - _cron_deadline_alerts: 7/3/1-day and overdue chatter alerts - Complete service-anchored deadline set: response (Day 20), financial disclosure + mandatory disclosure cert (Day 45), discovery opens (Day 20), respondent parenting class (Day 60), 120-day service max - context-flag pattern (_no_calendar_sync) to prevent recursive write loops Full fl_hearing.py: - Calendar event sync (show_as=busy, confidential) - Pre-hearing checklist computed fields: parenting class (FL 61.21), discovery cutoff (hearing -30 days), financial disclosure status - Workflow buttons: Mark Completed, Mark Continued, Cancel - _create_hearing_deadline: creates fl.deadline record for each hearing New data/fl_deadline_rules.xml: - ir.cron: Daily Deadline Alerts (fl_deadline._cron_deadline_alerts) - ir.cron: Default Judgment Check (fl_deadline._cron_check_default_judgment) - ir.cron: Emancipation Alerts (fl_child._cron_emancipation_alerts) New data/mail_templates.xml: - Deadline Alert Upcoming (EN) - Deadline Alert OVERDUE (EN) - Portal Welcome (EN + ES bilingual) - Default Judgment Window Alert (EN) Enhanced views: deadline + hearing now have calendar view, search view with filters (overdue, due this week, by type), and group-by options. Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Carlos Garcia
@@ -1,29 +1,31 @@
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from datetime import date, datetime, time
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from odoo import api, fields, models
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from dateutil.relativedelta import relativedelta
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class FlDeadline(models.Model):
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"""
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Phase 2 — Full implementation with calendar integration and cron alerts.
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Phase 1: Core fields and generate_deadlines_for_case stub.
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Phase 2 — Full implementation with calendar integration, default judgment
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workflow, and complete FL procedural deadline generation engine.
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"""
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_name = 'fl.deadline'
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_description = 'Case Deadline'
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_inherit = ['mail.thread']
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_order = 'due_date asc'
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_rec_name = 'name'
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case_id = fields.Many2one(
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'fl.case', required=True, ondelete='cascade', index=True
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'fl.case', required=True, ondelete='cascade', index=True,
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string='Case'
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)
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name = fields.Char(string='Deadline', required=True)
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deadline_type = fields.Selection([
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('filing', 'Filing'),
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('service', 'Service of Process'),
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('service', 'Service of Process (Target)'),
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('service_max', 'Service Deadline — 120-day Maximum'),
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('response', 'Response / Answer'),
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('discovery_open', 'Discovery Opens'),
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('financial_disclosure', 'Financial Disclosure Exchange'),
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('mandatory_disclosure_cert', 'Mandatory Disclosure Certificate'),
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('deposition_notice', 'Deposition Notice Deadline'),
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('deposition', 'Deposition'),
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('discovery_cutoff', 'Discovery Cutoff'),
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@@ -32,49 +34,56 @@ class FlDeadline(models.Model):
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('hearing', 'Hearing'),
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('compliance', 'Compliance Deadline'),
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('emancipation', 'Emancipation'),
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('default_motion', 'Motion for Default'),
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('default_motion', 'Motion for Default — Watch Period'),
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('default_motion_file', 'File Motion for Default (FL 12.922)'),
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('custom', 'Custom'),
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], required=True)
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], required=True, string='Type')
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statute_reference = fields.Char(
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string='Statute / Rule',
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help='e.g. FL 1.140 — 20 days to answer'
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help='e.g. FL 1.140 — 20 days to answer after service'
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)
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due_date = fields.Date(string='Due Date', required=True, tracking=True)
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anchor_date = fields.Date(
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string='Anchor Date',
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help='Date this deadline is calculated from'
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help='Date this deadline is calculated from (filing date, service date, etc.)'
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)
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offset_days = fields.Integer(
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string='Offset Days',
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help='Days from anchor date to due date'
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help='Number of days from anchor date to this deadline'
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)
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completed = fields.Boolean(string='Completed', tracking=True)
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completed_date = fields.Date(string='Completion Date')
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waived = fields.Boolean(string='Waived')
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waived = fields.Boolean(string='Waived / Not Applicable')
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notes = fields.Text(string='Notes')
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# ── Calendar Integration (Phase 2) ────────────────────────────────────
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# ── Calendar Integration ──────────────────────────────────────────────────
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calendar_event_id = fields.Many2one(
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'calendar.event', string='Calendar Event'
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'calendar.event', string='Calendar Event', ondelete='set null'
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)
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# ── Alerts ────────────────────────────────────────────────────────────
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alert_7day_sent = fields.Boolean(default=False)
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alert_3day_sent = fields.Boolean(default=False)
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alert_1day_sent = fields.Boolean(default=False)
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overdue_alert_sent = fields.Boolean(default=False)
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# ── Alert Tracking ────────────────────────────────────────────────────────
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alert_7day_sent = fields.Boolean(default=False, string='7-day Alert Sent')
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alert_3day_sent = fields.Boolean(default=False, string='3-day Alert Sent')
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alert_1day_sent = fields.Boolean(default=False, string='1-day Alert Sent')
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overdue_alert_sent = fields.Boolean(default=False, string='Overdue Alert Sent')
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# ── Computed Status ───────────────────────────────────────────────────────
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is_overdue = fields.Boolean(
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string='Overdue',
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compute='_compute_is_overdue', store=True
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compute='_compute_is_overdue',
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store=True
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)
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days_until_due = fields.Integer(
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string='Days Until Due',
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compute='_compute_days_until_due'
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)
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# ══════════════════════════════════════════════════════════════════════════
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# COMPUTED FIELDS
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# ══════════════════════════════════════════════════════════════════════════
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@api.depends('due_date', 'completed', 'waived')
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def _compute_is_overdue(self):
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today = fields.Date.today()
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@@ -95,45 +104,167 @@ class FlDeadline(models.Model):
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else:
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rec.days_until_due = 0
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def action_mark_complete(self):
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self.completed = True
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self.completed_date = fields.Date.today()
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# ══════════════════════════════════════════════════════════════════════════
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# CRUD — calendar event lifecycle
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# ══════════════════════════════════════════════════════════════════════════
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# ── Generation Engine ─────────────────────────────────────────────────
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@api.model_create_multi
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def create(self, vals_list):
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records = super().create(vals_list)
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for rec in records:
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rec.with_context(_no_calendar_sync=True)._create_or_update_calendar_event()
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return records
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def write(self, vals):
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result = super().write(vals)
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if not self.env.context.get('_no_calendar_sync'):
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sync_fields = {'due_date', 'name', 'completed', 'waived', 'deadline_type'}
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if sync_fields.intersection(vals.keys()):
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for rec in self:
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rec.with_context(_no_calendar_sync=True)._create_or_update_calendar_event()
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return result
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# ══════════════════════════════════════════════════════════════════════════
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# CALENDAR INTEGRATION
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# ══════════════════════════════════════════════════════════════════════════
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def _create_or_update_calendar_event(self):
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"""Create or update a calendar.event linked to this deadline."""
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if not self.due_date or self.waived:
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# Archive the calendar event if waived or no date
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if self.calendar_event_id:
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self.calendar_event_id.write({'active': False})
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self.write({'calendar_event_id': False})
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return
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if self.completed:
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# Archive if completed
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if self.calendar_event_id:
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self.calendar_event_id.write({'active': False})
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return
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# Build attendee list
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partners = self.env['res.partner']
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if self.case_id.petitioner_id:
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partners |= self.case_id.petitioner_id
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if self.env.user.partner_id:
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partners |= self.env.user.partner_id
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# All-day event: start at 08:00, stop at 09:00
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start_dt = fields.Datetime.from_string(
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'{} 08:00:00'.format(self.due_date)
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)
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stop_dt = fields.Datetime.from_string(
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'{} 09:00:00'.format(self.due_date)
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)
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type_label = dict(self._fields['deadline_type'].selection).get(
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self.deadline_type, ''
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)
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event_name = '[{}] {} ({})'.format(
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self.case_id.name, self.name, type_label
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)
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description = (
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'FL Case Deadline\n'
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'Case: {}\n'
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'Type: {}\n'
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'Statute: {}\n'
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'Status: Pending'
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).format(
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self.case_id.name,
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type_label,
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self.statute_reference or 'N/A',
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)
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if self.calendar_event_id:
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self.calendar_event_id.write({
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'name': event_name,
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'start': start_dt,
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'stop': stop_dt,
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'description': description,
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'active': True,
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})
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else:
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event = self.env['calendar.event'].sudo().create({
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'name': event_name,
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'start': start_dt,
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'stop': stop_dt,
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'allday': True,
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'description': description,
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'partner_ids': [(6, 0, partners.ids)],
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'show_as': 'free',
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'privacy': 'confidential',
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})
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# Use sudo write to avoid recursion on calendar_event_id
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self.write({'calendar_event_id': event.id})
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# ══════════════════════════════════════════════════════════════════════════
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# WORKFLOW ACTIONS
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# ══════════════════════════════════════════════════════════════════════════
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def action_mark_complete(self):
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"""Mark deadline as completed and archive the calendar event."""
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self.write({
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'completed': True,
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'completed_date': fields.Date.today(),
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})
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if self.calendar_event_id:
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self.calendar_event_id.write({'active': False})
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def action_mark_waived(self):
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"""Mark deadline as not applicable for this case."""
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self.write({'waived': True})
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# ══════════════════════════════════════════════════════════════════════════
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# DEADLINE GENERATION ENGINE
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# ══════════════════════════════════════════════════════════════════════════
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@api.model
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def generate_deadlines_for_case(self, case):
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"""
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Auto-generate procedural deadlines from filing_date.
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Phase 1: Core deadlines only.
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Phase 2: Full calendar events + alert setup.
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Auto-generate procedural deadlines anchored to filing_date.
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Called on case create when filing_date is set, and whenever
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filing_date changes.
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"""
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if not case.filing_date:
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return
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# Avoid duplicates on re-run
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existing_types = case.deadline_ids.mapped('deadline_type')
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existing_types = set(case.deadline_ids.mapped('deadline_type'))
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rules = [
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# ── Filing-date anchored deadlines ────────────────────────────────────
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filing_rules = [
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{
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'name': 'Serve Respondent (Target)',
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'name': 'Serve Respondent — Target Date (FL 1.070)',
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'deadline_type': 'service',
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'offset_days': 30,
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'anchor': case.filing_date,
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'statute_reference': 'FL 1.070 — 120-day maximum',
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'statute_reference': 'FL 1.070 — Aim to serve within 30 days of filing',
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},
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{
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'name': 'Serve Respondent — MAXIMUM Deadline (FL 1.070)',
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'deadline_type': 'service_max',
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'offset_days': 120,
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'anchor': case.filing_date,
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'statute_reference': (
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'FL 1.070 — Case may be dismissed if not served within 120 days'
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),
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},
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]
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# Parenting class from filing (petitioner side — FL 61.21)
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if case.has_minor_children:
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rules.append({
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'name': 'Parenting Class — Petitioner (FL 61.21)',
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filing_rules.append({
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'name': 'Parenting Class — Petitioner Must Complete (FL 61.21)',
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'deadline_type': 'parenting_class',
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'offset_days': 45,
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'anchor': case.filing_date,
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'statute_reference': 'FL 61.21',
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'statute_reference': (
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'FL 61.21 — Both parents must complete parenting class '
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'before final hearing when minor children involved'
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),
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})
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for rule in rules:
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for rule in filing_rules:
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if rule['deadline_type'] in existing_types:
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continue
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due = rule['anchor'] + relativedelta(days=rule['offset_days'])
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@@ -150,47 +281,72 @@ class FlDeadline(models.Model):
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@api.model
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def recalculate_service_deadlines(self, case):
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"""
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Recalculate deadlines anchored to service_date when it is set.
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Called from fl_case.write when service_date changes.
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Create or update deadlines anchored to service_date.
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Called from fl_case.write when service_date is set or changed.
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All FL procedural deadlines run from the date of service.
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"""
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if not case.service_date:
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return
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service_anchored = [
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service_rules = [
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# FL 1.140: Respondent has 20 days to answer after service
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{
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'name': 'Respondent Answer Deadline',
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'name': 'Respondent Answer Deadline (FL 1.140)',
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'deadline_type': 'response',
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'offset_days': 20,
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'statute_reference': 'FL 1.140 — 20 days to answer',
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'statute_reference': 'FL 1.140 — 20 days to serve answer after service',
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},
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# FL 12.285: Mandatory financial disclosure within 45 days of service
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{
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'name': 'Mandatory Financial Disclosure Exchange',
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'name': 'Mandatory Financial Disclosure Exchange (FL 12.285)',
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'deadline_type': 'financial_disclosure',
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'offset_days': 45,
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'statute_reference': 'FL 12.285 — 45 days',
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'statute_reference': (
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'FL 12.285 — Exchange mandatory disclosure documents within '
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'45 days of service: last 3 years tax returns, paystubs, '
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'bank statements, financial affidavit'
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),
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},
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# FL 12.932: Certificate of mandatory disclosure
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{
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'name': 'Discovery Opens (Case at Issue)',
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'name': 'File Certificate of Mandatory Disclosure (FL 12.932)',
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'deadline_type': 'mandatory_disclosure_cert',
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'offset_days': 45,
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'statute_reference': (
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'FL 12.932 — Certificate confirming disclosure documents exchanged'
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),
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},
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# FL 12.280: Discovery opens once case is at issue
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{
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'name': 'Discovery Opens — Case at Issue (FL 12.280)',
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'deadline_type': 'discovery_open',
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'offset_days': 20,
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'statute_reference': 'FL 12.280',
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'statute_reference': (
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'FL 12.280 — Discovery may commence after respondent answers '
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'(or after Day 20 if no answer filed)'
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),
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},
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]
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# Respondent parenting class runs from service date
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if case.has_minor_children:
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service_anchored.append({
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'name': 'Parenting Class — Respondent (FL 61.21)',
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service_rules.append({
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'name': 'Parenting Class — Respondent Must Complete (FL 61.21)',
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'deadline_type': 'parenting_class',
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'offset_days': 60,
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'statute_reference': 'FL 61.21',
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'statute_reference': (
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'FL 61.21 — Respondent must complete parenting class '
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'before final hearing'
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),
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})
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existing = {d.deadline_type: d for d in case.deadline_ids}
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for rule in service_anchored:
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for rule in service_rules:
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due = case.service_date + relativedelta(days=rule['offset_days'])
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dl_type = rule['deadline_type']
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if dl_type in existing:
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# Update existing deadline
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existing[dl_type].write({
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'due_date': due,
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'anchor_date': case.service_date,
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@@ -206,9 +362,18 @@ class FlDeadline(models.Model):
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'statute_reference': rule.get('statute_reference', ''),
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})
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# ══════════════════════════════════════════════════════════════════════════
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# CRON: Daily Deadline Alerts
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# ══════════════════════════════════════════════════════════════════════════
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def _cron_deadline_alerts(self):
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"""Run daily — send deadline alerts at 7, 3, 1 days and overdue."""
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"""
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Run daily via ir.cron.
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Posts deadline alerts to case chatter at 7, 3, 1 days before
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due date and once when a deadline becomes overdue.
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"""
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today = fields.Date.today()
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upcoming = self.search([
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('completed', '=', False),
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('waived', '=', False),
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@@ -236,13 +401,133 @@ class FlDeadline(models.Model):
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dl._send_deadline_alert('OVERDUE')
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dl.overdue_alert_sent = True
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# ══════════════════════════════════════════════════════════════════════════
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# CRON: Default Judgment Workflow (FL 12.922)
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# ══════════════════════════════════════════════════════════════════════════
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def _cron_check_default_judgment(self):
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"""
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Run daily via ir.cron.
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FL 12.922 / FL 1.500: If respondent has not filed an answer by Day 20
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after service, trigger the default judgment workflow:
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1. Create 'File Motion for Default' deadline (5 days from today)
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2. Create project task for petitioner
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3. Post urgent alert to case chatter
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|
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Only triggers once per case (checks for existing default_motion_file
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deadline to avoid duplicates).
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"""
|
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today = fields.Date.today()
|
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# Find ALL overdue response deadlines
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overdue_responses = self.search([
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('deadline_type', '=', 'response'),
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('completed', '=', False),
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('waived', '=', False),
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('due_date', '<', today),
|
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])
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for dl in overdue_responses:
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case = dl.case_id
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|
||||
# If respondent has now answered, mark deadline complete
|
||||
if case.respondent_answered:
|
||||
dl.action_mark_complete()
|
||||
continue
|
||||
|
||||
# Check if we already created the default motion deadline
|
||||
existing_default = self.search([
|
||||
('case_id', '=', case.id),
|
||||
('deadline_type', '=', 'default_motion_file'),
|
||||
], limit=1)
|
||||
if existing_default:
|
||||
continue
|
||||
|
||||
# Create the "File Motion for Default" deadline (5 days from today)
|
||||
default_due = today + relativedelta(days=5)
|
||||
self.create({
|
||||
'case_id': case.id,
|
||||
'name': 'File Motion for Default — Respondent Did Not Answer (FL 12.922)',
|
||||
'deadline_type': 'default_motion_file',
|
||||
'due_date': default_due,
|
||||
'anchor_date': today,
|
||||
'offset_days': 5,
|
||||
'statute_reference': (
|
||||
'FL 12.922 / FL 1.500 — Motion for Default. '
|
||||
'Respondent failed to respond within 20 days of service.'
|
||||
),
|
||||
'notes': (
|
||||
'File Clerk\'s Default (FL-12.922) with Miami-Dade Clerk.\n'
|
||||
'After clerk enters default, file Motion for Final Judgment.\n'
|
||||
'Form available at: https://www.flcourts.gov/Resources-Services/'
|
||||
'Court-Improvement/Family-Courts/Family-Law-Self-Help-Information'
|
||||
),
|
||||
})
|
||||
|
||||
# Create a project task to remind the petitioner
|
||||
if case.project_id:
|
||||
self.env['project.task'].create({
|
||||
'name': 'FILE: Motion for Default (FL 12.922) — URGENT',
|
||||
'project_id': case.project_id.id,
|
||||
'description': (
|
||||
'Respondent did not file an answer by the Day 20 deadline '
|
||||
'({}). You may now file a Clerk\'s Default.\n\n'
|
||||
'Steps:\n'
|
||||
'1. Download FL-12.922 from Florida Courts website\n'
|
||||
'2. Complete the form with your case number\n'
|
||||
'3. File at Miami-Dade Clerk\'s office OR via e-Filing portal\n'
|
||||
'4. After clerk enters default, file Motion for Final Judgment\n\n'
|
||||
'Deadline to file: {}\n'
|
||||
'Statute: FL 12.922, FL 1.500'
|
||||
).format(dl.due_date, default_due),
|
||||
'date_deadline': default_due,
|
||||
})
|
||||
|
||||
# Post urgent chatter alert
|
||||
case.message_post(
|
||||
body=(
|
||||
'<b>⚖️ DEFAULT JUDGMENT WINDOW OPEN (FL 12.922)</b><br/>'
|
||||
'Respondent did not file an answer by the Day 20 deadline '
|
||||
'(<b>{}</b>).<br/><br/>'
|
||||
'<b>Action Required:</b> File a Clerk\'s Default (FL-12.922) with the '
|
||||
'Miami-Dade Clerk within <b>5 days (by {})</b>.<br/><br/>'
|
||||
'<b>Steps:</b><br/>'
|
||||
'1. Download FL-12.922 from Florida Courts website<br/>'
|
||||
'2. File at Miami-Dade Clerk\'s office or via e-Filing portal<br/>'
|
||||
'3. After default is entered, file Motion for Final Judgment<br/><br/>'
|
||||
'<i>Statute: FL 12.922 / FL 1.500</i>'
|
||||
).format(dl.due_date, default_due),
|
||||
subtype_xmlid='mail.mt_note',
|
||||
)
|
||||
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
# ALERT HELPER
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
|
||||
def _send_deadline_alert(self, timing):
|
||||
icon = '🔴' if timing == 'OVERDUE' else '⏰'
|
||||
"""Post a deadline alert message to the case chatter."""
|
||||
if timing == 'OVERDUE':
|
||||
icon = '🔴'
|
||||
urgency = 'OVERDUE'
|
||||
elif timing == '1 day':
|
||||
icon = '🚨'
|
||||
urgency = 'Due Tomorrow'
|
||||
else:
|
||||
icon = '⏰'
|
||||
urgency = 'Due in {}'.format(timing)
|
||||
|
||||
self.case_id.message_post(
|
||||
body=(
|
||||
f'{icon} <b>Deadline Alert — {timing}</b><br/>'
|
||||
f'<b>{self.name}</b> is due on <b>{self.due_date}</b>.<br/>'
|
||||
f'Statute: {self.statute_reference or "N/A"}'
|
||||
'{icon} <b>Deadline Alert — {urgency}</b><br/>'
|
||||
'<b>{name}</b><br/>'
|
||||
'Due: <b>{due_date}</b><br/>'
|
||||
'Statute: {statute}'
|
||||
).format(
|
||||
icon=icon,
|
||||
urgency=urgency,
|
||||
name=self.name,
|
||||
due_date=self.due_date,
|
||||
statute=self.statute_reference or 'N/A',
|
||||
),
|
||||
subtype_xmlid='mail.mt_note',
|
||||
)
|
||||
|
||||
Reference in New Issue
Block a user