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:
Carlos Garcia
2026-05-07 00:50:07 -05:00
parent 26f58952b4
commit 928568374e
6 changed files with 1003 additions and 0 deletions

View File

@@ -389,6 +389,12 @@ class FlCase(models.Model):
# CASE LAW & AI ANALYSIS
# ══════════════════════════════════════════════════════════════════════
issue_tag_ids = fields.Many2many(
'fl.issue.tag',
'fl_case_issue_tag_rel', 'case_id', 'tag_id',
string='Issue Tags',
help='Set automatically by AI rule-tagging engine; can also be set manually'
)
caselaw_ids = fields.Many2many(
'fl.caselaw', string='Applicable Case Law'
)