Migrate AI engine to Claude API; convert stage field to Many2one Kanban model
- Replace fl.case.stage Selection field with Many2one → fl.case.stage model, enabling Kanban grouping and dynamic stage management - Add FlCaseStage model (sequence, fold, description) and fl_stage_data.xml with all 11 procedural stages seeded with noupdate=1 - Migrate fl_ai_engine.py from Ollama/llama3.1 to Claude API (claude-sonnet-4-20250514); key from ir.config_parameter fl_ai.claude_api_key - Fix stale field references in _rule_based_tagging and _build_case_context: employment/income now read from party_ids, timesharing fields corrected - Add _fallback_complexity() for graceful degradation when API unavailable - Add Kanban view to fl_case_views.xml; update action view_mode to kanban,tree,form - Add fl.case.stage ACL entries to ir.model.access.csv Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
@@ -11,8 +11,7 @@
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<field name="arch" type="xml">
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<form string="Family Law Case">
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<header>
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<field name="stage" widget="statusbar"
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statusbar_visible="intake,preparation,filed,service_complete,discovery,mediation,hearing_scheduled,order_entered,closed"/>
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<field name="stage_id" widget="statusbar" options="{'clickable': '1'}"/>
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<button name="action_run_ai_analysis" string="Run AI Analysis"
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type="object" class="oe_highlight"
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groups="activeblue_familylaw.group_admin,activeblue_familylaw.group_paralegal"/>
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@@ -301,7 +300,7 @@
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<field name="court_case_number"/>
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<field name="petitioner_id"/>
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<field name="respondent_id"/>
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<field name="stage"/>
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<field name="stage_id"/>
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<field name="filing_date"/>
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<field name="next_deadline"/>
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<field name="next_deadline_label" string="Next Deadline"/>
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@@ -330,11 +329,11 @@
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<filter string="Active Cases" name="active"
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domain="[('active', '=', True)]"/>
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<filter string="Intake" name="stage_intake"
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domain="[('stage', '=', 'intake')]"/>
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domain="[('stage_id.name', '=', 'Intake & Qualification')]"/>
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<filter string="Filed" name="stage_filed"
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domain="[('stage', '=', 'filed')]"/>
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domain="[('stage_id.name', '=', 'Filed — Awaiting Service')]"/>
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<filter string="Discovery" name="stage_discovery"
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domain="[('stage', '=', 'discovery')]"/>
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domain="[('stage_id.name', '=', 'Discovery')]"/>
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<separator/>
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<filter string="Modification Cases" name="type_modification"
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domain="[('case_type', '=', 'modification')]"/>
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@@ -351,7 +350,7 @@
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domain="[('threshold_met', '=', True)]"/>
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<separator/>
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<group expand="0" string="Group By">
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<filter string="Stage" name="group_stage" context="{'group_by': 'stage'}"/>
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<filter string="Stage" name="group_stage" context="{'group_by': 'stage_id'}"/>
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<filter string="Case Type" name="group_type" context="{'group_by': 'case_type'}"/>
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<filter string="Filing Date" name="group_date" context="{'group_by': 'filing_date:month'}"/>
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</group>
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@@ -359,13 +358,76 @@
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════
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KANBAN VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_case_kanban" model="ir.ui.view">
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<field name="name">fl.case.kanban</field>
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<field name="model">fl.case</field>
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<field name="arch" type="xml">
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<kanban default_group_by="stage_id" on_create="quick_create"
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quick_create_view="activeblue_familylaw.view_fl_case_form">
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<field name="name"/>
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<field name="case_type"/>
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<field name="stage_id"/>
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<field name="next_deadline"/>
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<field name="next_deadline_label"/>
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<field name="attorney_referral_flag"/>
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<field name="domestic_violence_flag"/>
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<field name="overdue_deadline_count"/>
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<field name="petitioner_id"/>
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<templates>
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<t t-name="kanban-card">
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<div class="oe_kanban_global_click">
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<div class="o_kanban_record_top">
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<div class="o_kanban_record_headings">
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<strong class="o_kanban_record_title">
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<field name="name"/>
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</strong>
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<span class="o_kanban_record_subtitle">
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<field name="petitioner_id"/>
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</span>
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</div>
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</div>
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<div class="o_kanban_record_body">
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<span class="badge rounded-pill text-bg-secondary">
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<field name="case_type"/>
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</span>
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<t t-if="record.attorney_referral_flag.raw_value">
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<span class="badge rounded-pill text-bg-danger ms-1">Atty Referral</span>
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</t>
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<t t-if="record.domestic_violence_flag.raw_value">
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<span class="badge rounded-pill text-bg-warning ms-1">DV</span>
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</t>
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<t t-if="record.overdue_deadline_count.raw_value > 0">
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<span class="badge rounded-pill text-bg-danger ms-1">
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<t t-esc="record.overdue_deadline_count.raw_value"/> Overdue
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</span>
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</t>
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</div>
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<div class="o_kanban_record_bottom" t-if="record.next_deadline.raw_value">
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<div class="oe_kanban_bottom_left text-muted small">
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<i class="fa fa-calendar-o me-1"/>
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<field name="next_deadline"/>
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<t t-if="record.next_deadline_label.raw_value">
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— <field name="next_deadline_label"/>
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</t>
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</div>
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</div>
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</div>
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</t>
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</templates>
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</kanban>
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════
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ACTIONS
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══════════════════════════════════════════════════════ -->
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<record id="action_fl_case_list" model="ir.actions.act_window">
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<field name="name">Family Law Cases</field>
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<field name="res_model">fl.case</field>
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<field name="view_mode">tree,form</field>
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<field name="view_mode">kanban,tree,form</field>
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<field name="search_view_id" ref="view_fl_case_search"/>
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<field name="context">{'search_default_active': 1}</field>
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<field name="help" type="html">
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