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Add complexity-driven discovery suggestion wizard

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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
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6
activeblue_familylaw/security/ir.model.access.csv
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@@ -82,3 +82,9 @@ access_fl_analysis_wizard_admin,fl.analysis.wizard admin,model_fl_analysis_wizar
# ── fl.generate.packet.wizard ────────────────────────────────────────────────
access_fl_generate_packet_wizard_admin,fl.generate.packet.wizard admin,model_fl_generate_packet_wizard,group_admin,1,1,1,1
access_fl_generate_packet_wizard_paralegal,fl.generate.packet.wizard paralegal,model_fl_generate_packet_wizard,group_paralegal,1,1,1,1
# ── fl.discovery.suggest.wizard ──────────────────────────────────────────────
access_fl_discovery_suggest_wizard_admin,fl.discovery.suggest.wizard admin,model_fl_discovery_suggest_wizard,group_admin,1,1,1,1
access_fl_discovery_suggest_wizard_paralegal,fl.discovery.suggest.wizard paralegal,model_fl_discovery_suggest_wizard,group_paralegal,1,1,1,1
# ── fl.discovery.suggest.line ────────────────────────────────────────────────
access_fl_discovery_suggest_line_admin,fl.discovery.suggest.line admin,model_fl_discovery_suggest_line,group_admin,1,1,1,1
access_fl_discovery_suggest_line_paralegal,fl.discovery.suggest.line paralegal,model_fl_discovery_suggest_line,group_paralegal,1,1,1,1
1 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
82 # ── fl.generate.packet.wizard ────────────────────────────────────────────────
83 access_fl_generate_packet_wizard_admin,fl.generate.packet.wizard admin,model_fl_generate_packet_wizard,group_admin,1,1,1,1
84 access_fl_generate_packet_wizard_paralegal,fl.generate.packet.wizard paralegal,model_fl_generate_packet_wizard,group_paralegal,1,1,1,1
85 # ── fl.discovery.suggest.wizard ──────────────────────────────────────────────
86 access_fl_discovery_suggest_wizard_admin,fl.discovery.suggest.wizard admin,model_fl_discovery_suggest_wizard,group_admin,1,1,1,1
87 access_fl_discovery_suggest_wizard_paralegal,fl.discovery.suggest.wizard paralegal,model_fl_discovery_suggest_wizard,group_paralegal,1,1,1,1
88 # ── fl.discovery.suggest.line ────────────────────────────────────────────────
89 access_fl_discovery_suggest_line_admin,fl.discovery.suggest.line admin,model_fl_discovery_suggest_line,group_admin,1,1,1,1
90 access_fl_discovery_suggest_line_paralegal,fl.discovery.suggest.line paralegal,model_fl_discovery_suggest_line,group_paralegal,1,1,1,1