Phase 3: Full Discovery + Deposition workflow
fl_deposition.py — Full implementation: - Calendar event sync for all scheduled depositions - Notice validation: FL 1.310(b) 10-day minimum; days_notice + notice_valid computed - Duces tecum document list field with production instructions - Workflow buttons: Mark Noticed, Confirm, Completed, No-Show, Reschedule, Cancel - action_no_show: auto-creates Motion to Compel deadline (FL 1.380, 20 days), project task with step-by-step instructions, urgent chatter alert - Court reporter field, transcript tracking, key findings summary fl_discovery.py — Full implementation: - action_mark_served: creates fl.deadline for 30-day response window - action_flag_deficient: creates deficiency notice deadline (good-faith prerequisite) - action_file_motion_to_compel: FL 1.380 deadline + project task with instructions - admissions_deemed computed: FL 1.370 auto-deemed-admitted after 30 days (critical) - _cron_discovery_overdue_alerts: daily check — overdue responses + deemed admissions with urgent chatter alerts distinguishing regular overdue vs. deemed-admitted - sanctions_requested field for FL 1.380(a)(4) expense awards Enhanced views: - fl_deposition_views: calendar view, notice validation banners, no-show alert, duces tecum section, workflow status bar, results section - fl_discovery_views: FL 1.370 deemed-admitted critical red banner, overdue response warning, subpoena info section, Motion to Compel section, tree with inline action buttons, full search with filter presets ir.cron: added daily discovery overdue alert job to fl_deadline_rules.xml Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Carlos Garcia
@@ -1,37 +1,86 @@
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from datetime import timedelta
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from odoo import api, fields, models
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from dateutil.relativedelta import relativedelta
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class FlDeposition(models.Model):
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"""
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Phase 3 — Full implementation with notice validation, duces tecum, no-show workflow.
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Phase 1: Stub with core fields.
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Phase 3 — Full implementation.
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FL 1.310: Notice of Taking Deposition
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- Minimum 10 days notice required (FL 1.310(b))
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- Maximum 7 hours per deponent per day (FL 1.310(d))
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- Duces tecum: document production requirement
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- No-show workflow: auto-trigger Motion to Compel (FL 1.380)
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"""
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_name = 'fl.deposition'
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_description = 'Deposition Record'
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_inherit = ['mail.thread']
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_order = 'scheduled_date asc'
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_rec_name = 'deponent_id'
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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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deponent_id = fields.Many2one(
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'res.partner', string='Deponent', required=True
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)
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deponent_type = fields.Selection([
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('opposing_party', 'Opposing Party'),
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('employer', 'Employer'),
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('employer', "Deponent's Employer"),
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('accountant_cpa', 'Accountant / CPA'),
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('business_partner', 'Business Partner'),
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('vocational_expert', 'Vocational Expert'),
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('witness', 'Witness'),
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('other', 'Other'),
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], string='Deponent Type', required=True)
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# ── Notice ────────────────────────────────────────────────────────────────
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notice_date = fields.Date(
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string='Notice Served Date',
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help='FL 1.310(b): Minimum 10 days notice required before deposition'
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help='Date the Notice of Taking Deposition was served on the deponent. '
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'FL 1.310(b): Minimum 10 days notice required.'
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)
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scheduled_date = fields.Datetime(string='Deposition Date / Time')
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location = fields.Char(string='Location / Zoom Link')
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days_notice = fields.Integer(
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string='Days of Notice',
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compute='_compute_notice_info',
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help='Number of days between notice date and scheduled deposition'
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)
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notice_valid = fields.Boolean(
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string='Notice Valid (≥10 days)',
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compute='_compute_notice_info',
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help='FL 1.310(b): At least 10 days notice required'
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)
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notice_warning = fields.Char(
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string='Notice Warning',
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compute='_compute_notice_info'
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)
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# ── Schedule ──────────────────────────────────────────────────────────────
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scheduled_date = fields.Datetime(
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string='Deposition Date / Time', tracking=True
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)
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location = fields.Char(
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string='Location / Zoom Link',
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help='Physical address or Zoom link. Include court reporter contact info.'
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)
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court_reporter = fields.Char(
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string='Court Reporter',
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help='Court reporter name and contact information'
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)
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max_duration_hours = fields.Float(
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string='Max Duration (hours)',
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default=7.0,
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help='FL 1.310(d): Maximum 7 hours per deponent per day. '
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'Parties may agree to extend.'
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)
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days_until_deposition = fields.Integer(
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string='Days Until Deposition',
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compute='_compute_days_until_deposition'
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)
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# ── State ─────────────────────────────────────────────────────────────────
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state = fields.Selection([
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('draft', 'Drafting Notice'),
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('noticed', 'Notice Served'),
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@@ -41,15 +90,305 @@ class FlDeposition(models.Model):
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('cancelled', 'Cancelled'),
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('rescheduled', 'Rescheduled'),
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], string='Status', default='draft', tracking=True)
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# ── Duces Tecum ───────────────────────────────────────────────────────────
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duces_tecum = fields.Boolean(
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string='Duces Tecum (Document Production)',
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help='Deponent is required to bring documents'
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string='Duces Tecum (Bring Documents)',
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help='Require deponent to produce documents at deposition'
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)
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max_duration_hours = fields.Float(
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default=7.0,
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help='FL 1.310(d): Maximum 7 hours per deponent per day'
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duces_tecum_items = fields.Text(
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string='Documents Required (Duces Tecum)',
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help=(
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'List documents deponent must bring. Examples:\n'
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'- Last 3 years federal tax returns\n'
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'- Last 6 months paystubs / payroll records\n'
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'- Bank statements (all accounts, last 12 months)\n'
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'- Business financial statements (if self-employed)\n'
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'- Corporate tax returns (if business owner)\n'
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'- Quickbooks / accounting records'
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)
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)
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# ── Calendar ──────────────────────────────────────────────────────────────
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calendar_event_id = fields.Many2one(
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'calendar.event', string='Calendar Event', ondelete='set null'
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)
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# ── Results ───────────────────────────────────────────────────────────────
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income_verified = fields.Boolean(string='Income Figures Verified')
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income_verified_amount = fields.Float(string='Verified Income Amount ($)')
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key_findings = fields.Text(string='Key Findings')
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income_verified_amount = fields.Float(
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string='Verified Monthly Income ($)',
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help='Net monthly income as established at deposition'
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)
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key_findings = fields.Text(
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string='Key Findings / Testimony Summary',
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help='Summarize key admissions, income figures, contradictions, '
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'and relevant testimony obtained'
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)
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transcript_received = fields.Boolean(string='Transcript Received')
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transcript_notes = fields.Text(string='Transcript Notes')
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# ── No-Show / Compel ──────────────────────────────────────────────────────
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motion_to_compel_filed = fields.Boolean(
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string='Motion to Compel Filed (FL 1.380)'
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)
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motion_to_compel_date = fields.Date(string='Motion to Compel Date')
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sanctions_requested = fields.Boolean(string='Sanctions Requested')
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notes = fields.Text(string='Notes')
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# ══════════════════════════════════════════════════════════════════════════
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# COMPUTED FIELDS
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# ══════════════════════════════════════════════════════════════════════════
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@api.depends('notice_date', 'scheduled_date')
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def _compute_notice_info(self):
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for rec in self:
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if rec.notice_date and rec.scheduled_date:
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days = (rec.scheduled_date.date() - rec.notice_date).days
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rec.days_notice = days
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rec.notice_valid = days >= 10
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if days < 10:
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rec.notice_warning = (
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'⚠️ FL 1.310(b): Only {} days notice. '
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'Minimum 10 days required. Deponent may object.'.format(days)
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)
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else:
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rec.notice_warning = (
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'✅ FL 1.310(b): {} days notice — requirement met.'.format(days)
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)
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else:
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rec.days_notice = 0
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rec.notice_valid = False
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rec.notice_warning = '⚪ Set notice date and scheduled date to validate'
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@api.depends('scheduled_date')
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def _compute_days_until_deposition(self):
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today = fields.Date.today()
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for rec in self:
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if rec.scheduled_date:
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rec.days_until_deposition = (rec.scheduled_date.date() - today).days
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else:
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rec.days_until_deposition = 0
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# ══════════════════════════════════════════════════════════════════════════
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# CRUD — calendar event lifecycle
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# ══════════════════════════════════════════════════════════════════════════
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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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if rec.scheduled_date:
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rec.with_context(_no_dep_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_dep_sync'):
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sync_fields = {'scheduled_date', 'state', 'location', 'deponent_id'}
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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_dep_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 for this deposition."""
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if not self.scheduled_date or self.state in ('cancelled',):
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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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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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duration = min(self.max_duration_hours or 7.0, 7.0)
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stop_dt = self.scheduled_date + timedelta(hours=duration)
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type_label = dict(self._fields['deponent_type'].selection).get(
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self.deponent_type, 'Deponent'
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)
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event_name = '[{}] Deposition — {} ({})'.format(
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self.case_id.name,
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self.deponent_id.name,
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type_label,
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)
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description = (
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'FL 1.310 Deposition\n'
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'Case: {}\n'
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'Deponent: {} ({})\n'
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'Location: {}\n'
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'Court Reporter: {}\n'
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'Max Duration: {} hours\n'
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'Duces Tecum: {}\n'
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'Status: {}'
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).format(
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self.case_id.name,
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self.deponent_id.name,
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type_label,
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self.location or 'TBD',
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self.court_reporter or 'TBD',
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duration,
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'YES — document production required' if self.duces_tecum else 'No',
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dict(self._fields['state'].selection).get(self.state, ''),
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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': self.scheduled_date,
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'stop': stop_dt,
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'description': description,
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'active': self.state not in ('cancelled',),
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'show_as': 'busy',
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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': self.scheduled_date,
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'stop': stop_dt,
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'description': description,
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'partner_ids': [(6, 0, partners.ids)],
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'show_as': 'busy',
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'privacy': 'confidential',
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})
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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_noticed(self):
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"""Notice of Taking Deposition has been served on deponent."""
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if not self.notice_date:
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self.notice_date = fields.Date.today()
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self.write({'state': 'noticed'})
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self.case_id.message_post(
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body=(
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'📋 <b>Deposition Notice Served</b><br/>'
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'Deponent: {} ({})<br/>'
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'Notice date: {}<br/>'
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'Scheduled: {}<br/>'
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'Notice valid: {} (FL 1.310(b): 10 days required)'
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).format(
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self.deponent_id.name,
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dict(self._fields['deponent_type'].selection).get(self.deponent_type, ''),
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self.notice_date,
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self.scheduled_date,
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'✅ Yes' if self.notice_valid else '⚠️ INSUFFICIENT NOTICE',
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),
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subtype_xmlid='mail.mt_note',
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)
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def action_confirm(self):
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"""Deponent and court reporter confirmed."""
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self.write({'state': 'confirmed'})
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def action_mark_completed(self):
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"""Deposition completed successfully."""
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self.write({'state': '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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self.case_id.message_post(
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body=(
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'✅ <b>Deposition Completed</b><br/>'
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'Deponent: {} ({})<br/>'
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'Income verified: {} {}<br/>'
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'<i>Update Key Findings with testimony summary.</i>'
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).format(
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self.deponent_id.name,
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dict(self._fields['deponent_type'].selection).get(self.deponent_type, ''),
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'✅ ${}' .format(self.income_verified_amount) if self.income_verified else '❌ Not yet',
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'/month' if self.income_verified else '',
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),
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subtype_xmlid='mail.mt_note',
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)
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def action_no_show(self):
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"""
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Deponent did not appear at deposition.
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FL 1.380: Motion to Compel / Motion for Sanctions.
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"""
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self.write({'state': 'no_show'})
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# Create Motion to Compel deadline (20 days to file)
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mtc_due = fields.Date.today() + relativedelta(days=20)
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self.env['fl.deadline'].create({
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'case_id': self.case_id.id,
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'name': 'File Motion to Compel Deposition — {} No-Show (FL 1.380)'.format(
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self.deponent_id.name
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),
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'deadline_type': 'compliance',
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'due_date': mtc_due,
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'anchor_date': fields.Date.today(),
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'offset_days': 20,
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'statute_reference': (
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'FL 1.380 — Motion to Compel Attendance at Deposition. '
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'May also request sanctions under FL 1.380(b)(2).'
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),
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})
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# Create project task
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if self.case_id.project_id:
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self.env['project.task'].create({
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'name': 'File Motion to Compel: {} Deposition No-Show'.format(
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self.deponent_id.name
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),
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'project_id': self.case_id.project_id.id,
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'description': (
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'{} failed to appear at the scheduled deposition on {}.\n\n'
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'Steps:\n'
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'1. Prepare Motion to Compel Attendance (FL 1.380)\n'
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'2. Include Certificate of Good Faith Effort to Resolve\n'
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'3. Request sanctions under FL 1.380(b)(2) — costs and attorney fees\n'
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'4. File with Miami-Dade Clerk and set hearing date\n\n'
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'Deadline to file: {}'
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).format(
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self.deponent_id.name,
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self.scheduled_date,
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mtc_due,
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),
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'date_deadline': mtc_due,
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})
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self.case_id.message_post(
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body=(
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'<b>⚠️ DEPOSITION NO-SHOW — Motion to Compel Required</b><br/>'
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'{} did not appear at the deposition scheduled for {}.<br/><br/>'
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'<b>Action Required:</b> File a Motion to Compel Attendance (FL 1.380) '
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'within 20 days ({}).<br/>'
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'You may also request sanctions (attorney fees / costs) '
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'under FL 1.380(b)(2).'
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).format(
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self.deponent_id.name,
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self.scheduled_date,
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mtc_due,
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),
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subtype_xmlid='mail.mt_note',
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)
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def action_cancel(self):
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"""Cancel this deposition (e.g. case settled, rescheduled)."""
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self.write({'state': 'cancelled'})
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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_reschedule(self):
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"""Mark as rescheduled — user should create a new deposition record."""
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self.write({'state': 'rescheduled'})
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self.case_id.message_post(
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body=(
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'🔄 <b>Deposition Rescheduled</b><br/>'
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'Deposition for {} has been marked rescheduled. '
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'Create a new deposition record with the new date and '
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'serve a new Notice of Taking Deposition.'
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).format(self.deponent_id.name),
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subtype_xmlid='mail.mt_note',
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)
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@@ -5,14 +5,19 @@ from dateutil.relativedelta import relativedelta
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class FlDiscovery(models.Model):
|
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"""
|
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Phase 3 — Full implementation.
|
||||
Phase 1: Stub with core fields.
|
||||
Covers all Florida discovery methods with response tracking,
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deficiency workflow, and Motion to Compel automation.
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Covers all FL discovery methods:
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- Interrogatories (FL 1.340) — 30 days to respond
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- Request for Production (FL 1.350) — 30 days to respond
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- Request for Admissions (FL 1.370) — 30 days to respond
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- Subpoena — third party documents (FL 1.351)
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- Depositions — tracked in fl.deposition
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Discovery types covered (FL Rules of Civil Procedure):
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FL 1.340 — Interrogatories (30 days to respond)
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||||
FL 1.350 — Request for Production (30 days to respond)
|
||||
FL 1.370 — Request for Admissions (30 days to respond; deemed admitted if no response)
|
||||
FL 1.351 — Subpoena (Third-party document production)
|
||||
FL 1.310 — Depositions (tracked separately in fl.deposition)
|
||||
FL 1.280 — General discovery scope
|
||||
|
||||
Motion to Compel: FL 1.380
|
||||
Subpoena to Employer: FL 1.351 (key tool when respondent income unknown)
|
||||
"""
|
||||
_name = 'fl.discovery'
|
||||
_description = 'Discovery Item'
|
||||
@@ -20,51 +25,419 @@ class FlDiscovery(models.Model):
|
||||
_order = 'served_date asc'
|
||||
|
||||
case_id = fields.Many2one(
|
||||
'fl.case', required=True, ondelete='cascade', index=True
|
||||
'fl.case', required=True, ondelete='cascade', index=True,
|
||||
string='Case'
|
||||
)
|
||||
discovery_type = fields.Selection([
|
||||
('interrogatories', 'Interrogatories (FL 1.340)'),
|
||||
('production', 'Request for Production (FL 1.350)'),
|
||||
('production', 'Request for Production of Documents (FL 1.350)'),
|
||||
('admissions', 'Request for Admissions (FL 1.370)'),
|
||||
('subpoena', 'Subpoena — Third Party (FL 1.351)'),
|
||||
('deposition', 'Deposition (FL 1.310)'),
|
||||
], string='Discovery Type', required=True)
|
||||
('deposition', 'Deposition Notice (FL 1.310)'),
|
||||
], string='Discovery Type', required=True, tracking=True)
|
||||
|
||||
directed_to = fields.Selection([
|
||||
('petitioner', 'Petitioner'),
|
||||
('respondent', 'Respondent'),
|
||||
('third_party', 'Third Party'),
|
||||
], string='Directed To', required=True)
|
||||
|
||||
third_party_id = fields.Many2one(
|
||||
'res.partner', string='Third Party'
|
||||
'res.partner', string='Third Party',
|
||||
help='Employer, bank, or other third party for subpoena'
|
||||
)
|
||||
description = fields.Char(string='Description / Subject')
|
||||
served_date = fields.Date(string='Served Date')
|
||||
description = fields.Char(
|
||||
string='Description / Subject',
|
||||
help='e.g. "Interrogatories regarding income and employment" or '
|
||||
'"Request for Production — bank statements 2022-2024"'
|
||||
)
|
||||
|
||||
# ── Dates and Deadlines ───────────────────────────────────────────────────
|
||||
served_date = fields.Date(string='Date Served', tracking=True)
|
||||
response_due_date = fields.Date(
|
||||
string='Response Due Date',
|
||||
compute='_compute_response_due', store=True,
|
||||
help='FL 1.340/1.350/1.370: 30 days to respond'
|
||||
compute='_compute_response_due',
|
||||
store=True,
|
||||
help='30 days from service date (FL 1.340/1.350/1.370)'
|
||||
)
|
||||
response_received_date = fields.Date(string='Response Received Date')
|
||||
response_complete = fields.Boolean(string='Response Complete')
|
||||
objections_raised = fields.Boolean(string='Objections Raised')
|
||||
objection_detail = fields.Text(string='Objection Details')
|
||||
deficiency_notice_sent = fields.Boolean(string='Deficiency Notice Sent')
|
||||
response_received_date = fields.Date(
|
||||
string='Response Date Received', tracking=True
|
||||
)
|
||||
|
||||
# ── Tracking ──────────────────────────────────────────────────────────────
|
||||
response_complete = fields.Boolean(
|
||||
string='Response Complete / Adequate',
|
||||
help='Mark True when you have received a complete, non-deficient response'
|
||||
)
|
||||
objections_raised = fields.Boolean(string='Objections Raised by Respondent')
|
||||
objection_detail = fields.Text(
|
||||
string='Objection Details',
|
||||
help='Document specific objections raised: privilege, overbroad, '
|
||||
'not reasonably calculated to lead to admissible evidence, etc.'
|
||||
)
|
||||
deficiency_notice_sent = fields.Boolean(
|
||||
string='Deficiency Notice Sent',
|
||||
help='A written notice identifying deficiencies was sent before Motion to Compel'
|
||||
)
|
||||
deficiency_notice_date = fields.Date(string='Deficiency Notice Date')
|
||||
|
||||
# ── Status ────────────────────────────────────────────────────────────────
|
||||
state = fields.Selection([
|
||||
('draft', 'Drafting'),
|
||||
('served', 'Served'),
|
||||
('served', 'Served — Awaiting Response'),
|
||||
('responded', 'Response Received'),
|
||||
('deficient', 'Response Deficient'),
|
||||
('compelled', 'Motion to Compel Filed'),
|
||||
('complete', 'Complete'),
|
||||
], string='Status', default='draft', tracking=True)
|
||||
|
||||
# ── Computed Status Fields ────────────────────────────────────────────────
|
||||
is_overdue = fields.Boolean(
|
||||
string='Response Overdue',
|
||||
compute='_compute_overdue_status',
|
||||
store=True
|
||||
)
|
||||
days_until_response = fields.Integer(
|
||||
string='Days Until Response Due',
|
||||
compute='_compute_overdue_status'
|
||||
)
|
||||
admissions_deemed = fields.Boolean(
|
||||
string='Admissions Deemed Admitted',
|
||||
compute='_compute_admissions_deemed',
|
||||
store=True,
|
||||
help='FL 1.370: If no response to Request for Admissions within 30 days, '
|
||||
'each matter is AUTOMATICALLY deemed admitted'
|
||||
)
|
||||
|
||||
# ── Motion to Compel ──────────────────────────────────────────────────────
|
||||
motion_to_compel_filed = fields.Boolean(
|
||||
string='Motion to Compel Filed (FL 1.380)'
|
||||
)
|
||||
motion_to_compel_date = fields.Date(string='Motion to Compel Date')
|
||||
sanctions_requested = fields.Boolean(
|
||||
string='Attorney Fees / Sanctions Requested',
|
||||
help='FL 1.380(a)(4): If motion is granted, court shall award expenses. '
|
||||
'If motion is denied, court may award expenses to the opposing party.'
|
||||
)
|
||||
|
||||
# ── Subpoena-Specific ─────────────────────────────────────────────────────
|
||||
subpoena_employer_flag = fields.Boolean(
|
||||
string='Employer Subpoena',
|
||||
compute='_compute_subpoena_employer_flag',
|
||||
help='True when this is a subpoena directed to an employer for income records'
|
||||
)
|
||||
|
||||
notes = fields.Text(string='Notes')
|
||||
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
# COMPUTED FIELDS
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
|
||||
@api.depends('served_date', 'discovery_type')
|
||||
def _compute_response_due(self):
|
||||
for rec in self:
|
||||
if rec.served_date and rec.discovery_type != 'deposition':
|
||||
rec.response_due_date = (
|
||||
rec.served_date + relativedelta(days=30)
|
||||
)
|
||||
if rec.served_date and rec.discovery_type in (
|
||||
'interrogatories', 'production', 'admissions'
|
||||
):
|
||||
rec.response_due_date = rec.served_date + relativedelta(days=30)
|
||||
else:
|
||||
rec.response_due_date = False
|
||||
|
||||
@api.depends('response_due_date', 'state', 'response_received_date')
|
||||
def _compute_overdue_status(self):
|
||||
today = fields.Date.today()
|
||||
for rec in self:
|
||||
terminal_states = ('responded', 'complete')
|
||||
if rec.state in terminal_states or not rec.response_due_date:
|
||||
rec.is_overdue = False
|
||||
rec.days_until_response = 0
|
||||
else:
|
||||
rec.days_until_response = (rec.response_due_date - today).days
|
||||
rec.is_overdue = rec.response_due_date < today
|
||||
|
||||
@api.depends('discovery_type', 'response_due_date', 'response_received_date', 'state')
|
||||
def _compute_admissions_deemed(self):
|
||||
"""
|
||||
FL 1.370: Each matter in a Request for Admissions is AUTOMATICALLY
|
||||
deemed admitted if no response within 30 days.
|
||||
"""
|
||||
today = fields.Date.today()
|
||||
for rec in self:
|
||||
if (
|
||||
rec.discovery_type == 'admissions'
|
||||
and rec.response_due_date
|
||||
and rec.response_due_date < today
|
||||
and not rec.response_received_date
|
||||
and rec.state not in ('responded', 'complete')
|
||||
):
|
||||
rec.admissions_deemed = True
|
||||
else:
|
||||
rec.admissions_deemed = False
|
||||
|
||||
@api.depends('discovery_type', 'directed_to')
|
||||
def _compute_subpoena_employer_flag(self):
|
||||
for rec in self:
|
||||
rec.subpoena_employer_flag = (
|
||||
rec.discovery_type == 'subpoena'
|
||||
and rec.third_party_id
|
||||
)
|
||||
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
# WORKFLOW ACTIONS
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
|
||||
def action_mark_served(self):
|
||||
"""
|
||||
Mark discovery as served.
|
||||
Sets served_date to today and creates a deadline for the response.
|
||||
"""
|
||||
if not self.served_date:
|
||||
self.served_date = fields.Date.today()
|
||||
self.write({'state': 'served'})
|
||||
|
||||
# Create response deadline in fl.deadline
|
||||
if self.response_due_date:
|
||||
type_label = dict(self._fields['discovery_type'].selection).get(
|
||||
self.discovery_type, 'Discovery'
|
||||
)
|
||||
to_label = dict(self._fields['directed_to'].selection).get(
|
||||
self.directed_to, ''
|
||||
)
|
||||
deadline_name = 'Response Due: {} to {} — {}'.format(
|
||||
type_label, to_label, self.description or ''
|
||||
)
|
||||
self.env['fl.deadline'].create({
|
||||
'case_id': self.case_id.id,
|
||||
'name': deadline_name[:200],
|
||||
'deadline_type': 'compliance',
|
||||
'due_date': self.response_due_date,
|
||||
'anchor_date': self.served_date,
|
||||
'offset_days': 30,
|
||||
'statute_reference': self._get_statute_ref(),
|
||||
'notes': (
|
||||
'Discovery response deadline. If no response received, '
|
||||
'send deficiency notice, then file Motion to Compel (FL 1.380).'
|
||||
),
|
||||
})
|
||||
|
||||
self.case_id.message_post(
|
||||
body=(
|
||||
'📬 <b>Discovery Served</b><br/>'
|
||||
'Type: {}<br/>'
|
||||
'Directed to: {}<br/>'
|
||||
'Description: {}<br/>'
|
||||
'Response due: {}'
|
||||
).format(
|
||||
dict(self._fields['discovery_type'].selection).get(self.discovery_type, ''),
|
||||
dict(self._fields['directed_to'].selection).get(self.directed_to, ''),
|
||||
self.description or 'N/A',
|
||||
self.response_due_date or 'N/A',
|
||||
),
|
||||
subtype_xmlid='mail.mt_note',
|
||||
)
|
||||
|
||||
def action_mark_responded(self):
|
||||
"""Response received — set date if not already set."""
|
||||
if not self.response_received_date:
|
||||
self.response_received_date = fields.Date.today()
|
||||
self.write({'state': 'responded'})
|
||||
|
||||
def action_flag_deficient(self):
|
||||
"""
|
||||
Response received but is deficient (incomplete, evasive, objectionable).
|
||||
Creates a deadline to send deficiency notice.
|
||||
"""
|
||||
self.write({'state': 'deficient'})
|
||||
|
||||
# Create deadline: send deficiency notice within 10 days
|
||||
notice_due = fields.Date.today() + relativedelta(days=10)
|
||||
self.env['fl.deadline'].create({
|
||||
'case_id': self.case_id.id,
|
||||
'name': 'Send Deficiency Notice for {} (FL 1.380 prerequisite)'.format(
|
||||
self.description or dict(self._fields['discovery_type'].selection).get(
|
||||
self.discovery_type, 'Discovery'
|
||||
)
|
||||
),
|
||||
'deadline_type': 'compliance',
|
||||
'due_date': notice_due,
|
||||
'statute_reference': (
|
||||
'FL 1.380: Must demonstrate good-faith effort to resolve '
|
||||
'before filing Motion to Compel. Send written deficiency notice.'
|
||||
),
|
||||
})
|
||||
|
||||
self.case_id.message_post(
|
||||
body=(
|
||||
'⚠️ <b>Discovery Response Deficient</b><br/>'
|
||||
'{} response from {} is incomplete or evasive.<br/><br/>'
|
||||
'<b>Next Steps:</b><br/>'
|
||||
'1. Send written deficiency notice ({}) — required before Motion to Compel<br/>'
|
||||
'2. Allow 10-14 days for supplemental response<br/>'
|
||||
'3. If no adequate response: file Motion to Compel (FL 1.380)'
|
||||
).format(
|
||||
dict(self._fields['discovery_type'].selection).get(self.discovery_type, ''),
|
||||
dict(self._fields['directed_to'].selection).get(self.directed_to, ''),
|
||||
notice_due,
|
||||
),
|
||||
subtype_xmlid='mail.mt_note',
|
||||
)
|
||||
|
||||
def action_file_motion_to_compel(self):
|
||||
"""
|
||||
File Motion to Compel (FL 1.380).
|
||||
Creates deadline and project task. Updates state to 'compelled'.
|
||||
"""
|
||||
self.write({
|
||||
'state': 'compelled',
|
||||
'motion_to_compel_filed': True,
|
||||
'motion_to_compel_date': fields.Date.today(),
|
||||
})
|
||||
|
||||
# Deadline: file motion within 7 days
|
||||
mtc_due = fields.Date.today() + relativedelta(days=7)
|
||||
self.env['fl.deadline'].create({
|
||||
'case_id': self.case_id.id,
|
||||
'name': 'File Motion to Compel Discovery — {} (FL 1.380)'.format(
|
||||
self.description or dict(self._fields['discovery_type'].selection).get(
|
||||
self.discovery_type, 'Discovery'
|
||||
)
|
||||
),
|
||||
'deadline_type': 'compliance',
|
||||
'due_date': mtc_due,
|
||||
'statute_reference': (
|
||||
'FL 1.380 — Motion to Compel Discovery. '
|
||||
'Include: certificate of good faith, deficiency notice copy, '
|
||||
'request for sanctions under FL 1.380(a)(4).'
|
||||
),
|
||||
})
|
||||
|
||||
if self.case_id.project_id:
|
||||
self.env['project.task'].create({
|
||||
'name': 'FILE: Motion to Compel — {} (FL 1.380)'.format(
|
||||
self.description or dict(self._fields['discovery_type'].selection).get(
|
||||
self.discovery_type, 'Discovery'
|
||||
)
|
||||
),
|
||||
'project_id': self.case_id.project_id.id,
|
||||
'description': (
|
||||
'File Motion to Compel for {} directed to {}.\n\n'
|
||||
'Required elements:\n'
|
||||
'1. Certificate of Good Faith (prior notice of deficiency)\n'
|
||||
'2. Copy of original discovery request\n'
|
||||
'3. Copy of deficiency notice sent\n'
|
||||
'4. Request for sanctions (attorney fees) under FL 1.380(a)(4)\n\n'
|
||||
'File with Miami-Dade Clerk and set hearing date.\n'
|
||||
'Deadline: {}'
|
||||
).format(
|
||||
dict(self._fields['discovery_type'].selection).get(
|
||||
self.discovery_type, 'discovery'
|
||||
),
|
||||
dict(self._fields['directed_to'].selection).get(
|
||||
self.directed_to, ''
|
||||
),
|
||||
mtc_due,
|
||||
),
|
||||
'date_deadline': mtc_due,
|
||||
})
|
||||
|
||||
self.case_id.message_post(
|
||||
body=(
|
||||
'⚖️ <b>Motion to Compel Filed (FL 1.380)</b><br/>'
|
||||
'Discovery: {} — {}<br/>'
|
||||
'Directed to: {}<br/>'
|
||||
'Sanctions requested: {}'
|
||||
).format(
|
||||
dict(self._fields['discovery_type'].selection).get(self.discovery_type, ''),
|
||||
self.description or 'N/A',
|
||||
dict(self._fields['directed_to'].selection).get(self.directed_to, ''),
|
||||
'✅ Yes' if self.sanctions_requested else 'No',
|
||||
),
|
||||
subtype_xmlid='mail.mt_note',
|
||||
)
|
||||
|
||||
def action_mark_complete(self):
|
||||
"""Mark discovery item fully resolved."""
|
||||
self.write({'state': 'complete', 'response_complete': True})
|
||||
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
# HELPERS
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
|
||||
def _get_statute_ref(self):
|
||||
"""Return the applicable statute reference for this discovery type."""
|
||||
refs = {
|
||||
'interrogatories': 'FL 1.340 — Interrogatories (30 days to respond)',
|
||||
'production': 'FL 1.350 — Request for Production (30 days to respond)',
|
||||
'admissions': (
|
||||
'FL 1.370 — Request for Admissions (30 days to respond). '
|
||||
'WARNING: Unanswered admissions are DEEMED ADMITTED automatically.'
|
||||
),
|
||||
'subpoena': 'FL 1.351 — Subpoena for Documents from Third Party',
|
||||
'deposition': 'FL 1.310 — Notice of Taking Deposition',
|
||||
}
|
||||
return refs.get(self.discovery_type, 'FL Rules of Civil Procedure')
|
||||
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
# CRON: Daily Discovery Overdue Alerts
|
||||
# ══════════════════════════════════════════════════════════════════════════
|
||||
|
||||
def _cron_discovery_overdue_alerts(self):
|
||||
"""
|
||||
Run daily. Check for:
|
||||
1. Overdue responses → post chatter alert
|
||||
2. Deemed admissions (FL 1.370) → urgent chatter alert
|
||||
"""
|
||||
today = fields.Date.today()
|
||||
|
||||
# Overdue responses
|
||||
overdue = self.search([
|
||||
('state', 'in', ['served']),
|
||||
('response_due_date', '<', today),
|
||||
('is_overdue', '=', True),
|
||||
])
|
||||
for item in overdue:
|
||||
days_overdue = (today - item.response_due_date).days
|
||||
item.case_id.message_post(
|
||||
body=(
|
||||
'🔴 <b>Discovery Response OVERDUE ({} days)</b><br/>'
|
||||
'Type: {}<br/>'
|
||||
'Directed to: {}<br/>'
|
||||
'Description: {}<br/>'
|
||||
'Was due: {}<br/><br/>'
|
||||
'<b>Next Step:</b> Send deficiency notice, then '
|
||||
'consider Motion to Compel (FL 1.380).'
|
||||
).format(
|
||||
days_overdue,
|
||||
dict(item._fields['discovery_type'].selection).get(item.discovery_type, ''),
|
||||
dict(item._fields['directed_to'].selection).get(item.directed_to, ''),
|
||||
item.description or 'N/A',
|
||||
item.response_due_date,
|
||||
),
|
||||
subtype_xmlid='mail.mt_note',
|
||||
)
|
||||
# Auto-update to served state stays but mark overdue flag is computed
|
||||
|
||||
# Deemed admissions (FL 1.370) — extra urgent alert
|
||||
deemed = self.search([
|
||||
('discovery_type', '=', 'admissions'),
|
||||
('admissions_deemed', '=', True),
|
||||
('state', 'not in', ['responded', 'complete', 'compelled']),
|
||||
])
|
||||
for item in deemed:
|
||||
item.case_id.message_post(
|
||||
body=(
|
||||
'<b>🚨 DEEMED ADMITTED — FL 1.370 CRITICAL ALERT</b><br/>'
|
||||
'A Request for Admissions directed to <b>{}</b> received NO response '
|
||||
'within 30 days.<br/>'
|
||||
'<b>Under FL 1.370, each matter is now AUTOMATICALLY DEEMED ADMITTED</b> '
|
||||
'and may be used against that party at hearing.<br/><br/>'
|
||||
'If you are the <b>responding party</b>: immediately file a Motion to '
|
||||
'Withdraw or Amend the Admissions (court has discretion to allow this '
|
||||
'if no prejudice to the requesting party).<br/><br/>'
|
||||
'If you are the <b>requesting party</b>: these deemed admissions are '
|
||||
'now established as facts for trial purposes.'
|
||||
).format(
|
||||
dict(item._fields['directed_to'].selection).get(item.directed_to, '')
|
||||
),
|
||||
subtype_xmlid='mail.mt_note',
|
||||
)
|
||||
|
||||
Reference in New Issue
Block a user