Add complexity-driven discovery suggestion wizard
fl_discovery_suggest_wizard.py:
- fl.discovery.suggest.wizard: reads case complexity (AI analysis or
rule-based fallback), case type, issue_tag_ids, and flags
(domestic_violence_flag, respondent_has_counsel, income_imputation_concern)
to build a pre-checked list of relevant discovery items
- fl.discovery.suggest.line: one row per suggested item with type,
directed_to, description, rationale, trigger badge, and min complexity
- 50+ templates across 10 trigger categories: base, modification,
dissolution, paternity, alimony, custody, imputation (Barner v. Barner),
self_employment, domestic_violence, respondent_counsel, complex_only
- action_create_selected: creates fl.discovery records (draft) and posts
a chatter summary with all created items; bound to fl.case form
fl_case.py:
- Add issue_tag_ids Many2many(fl.issue.tag) — field referenced by AI
engine rule-tagging but not previously declared on the model
fl_discovery_suggest_views.xml:
- Wizard form: complexity badge, alert box explaining level, editable
suggestion list with trigger/type/description/rationale columns
- Action bound to fl.case form via binding_model_id
- Inherits fl.case form to add issue_tag_ids widget to AI tab
ir.model.access.csv: access rows for both new wizard models
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -389,6 +389,12 @@ class FlCase(models.Model):
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# CASE LAW & AI ANALYSIS
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# ══════════════════════════════════════════════════════════════════════
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issue_tag_ids = fields.Many2many(
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'fl.issue.tag',
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'fl_case_issue_tag_rel', 'case_id', 'tag_id',
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string='Issue Tags',
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help='Set automatically by AI rule-tagging engine; can also be set manually'
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)
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caselaw_ids = fields.Many2many(
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'fl.caselaw', string='Applicable Case Law'
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)
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