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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