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
@@ -2,67 +2,234 @@
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<odoo>
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<data>
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<!-- ══════════════════════════════════════════════════════
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TREE VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_deposition_tree" model="ir.ui.view">
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<field name="name">fl.deposition.tree</field>
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<field name="model">fl.deposition</field>
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<field name="arch" type="xml">
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<tree string="Depositions">
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<tree string="Depositions"
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decoration-danger="state == 'no_show'"
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decoration-success="state == 'completed'"
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decoration-muted="state in ('cancelled', 'rescheduled')"
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decoration-warning="state == 'noticed' and not notice_valid">
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<field name="case_id"/>
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<field name="deponent_id"/>
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<field name="deponent_type"/>
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<field name="notice_date"/>
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<field name="scheduled_date"/>
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<field name="state"/>
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<field name="duces_tecum"/>
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<field name="income_verified"/>
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<field name="days_until_deposition" string="Days Away"
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attrs="{'invisible': [('state', 'in', ['completed', 'cancelled'])]}"/>
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<field name="notice_valid" string="Notice OK" optional="show"/>
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<field name="state" widget="badge"
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decoration-success="state == 'completed'"
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decoration-danger="state == 'no_show'"
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decoration-warning="state in ('noticed', 'draft')"
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decoration-info="state == 'confirmed'"/>
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<field name="duces_tecum" optional="show"/>
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<field name="income_verified" optional="show"/>
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</tree>
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════
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FORM VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_deposition_form" model="ir.ui.view">
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<field name="name">fl.deposition.form</field>
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<field name="model">fl.deposition</field>
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<field name="arch" type="xml">
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<form string="Deposition">
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<header>
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<field name="state" widget="statusbar"/>
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<button name="action_mark_noticed" string="Mark Notice Served"
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type="object" class="oe_highlight"
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attrs="{'invisible': [('state', '!=', 'draft')]}"/>
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<button name="action_confirm" string="Confirm"
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type="object"
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attrs="{'invisible': [('state', '!=', 'noticed')]}"/>
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<button name="action_mark_completed" string="Mark Completed"
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type="object" class="oe_highlight"
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attrs="{'invisible': [('state', 'not in', ['confirmed', 'noticed'])]}"/>
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<button name="action_no_show" string="Deponent No-Show"
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type="object"
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confirm="Mark this deponent as a no-show? This will trigger the Motion to Compel workflow."
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attrs="{'invisible': [('state', 'not in', ['confirmed', 'noticed'])]}"/>
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<button name="action_reschedule" string="Reschedule"
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type="object"
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attrs="{'invisible': [('state', 'not in', ['draft', 'noticed', 'confirmed'])]}"/>
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<button name="action_cancel" string="Cancel"
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type="object"
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confirm="Cancel this deposition?"
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attrs="{'invisible': [('state', 'in', ['completed', 'cancelled'])]}"/>
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<field name="state" widget="statusbar"
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statusbar_visible="draft,noticed,confirmed,completed"/>
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</header>
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<sheet>
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<!-- FL 1.310 Notice Alert -->
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<div class="alert alert-info" role="alert">
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<strong>FL 1.310(b):</strong> Minimum <strong>10 days notice</strong>
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required before deposition.
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FL 1.310(d): Maximum <strong>7 hours</strong> per deponent per day.
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<strong>FL 1.310 Requirements:</strong>
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<span class="ml-2">Minimum <strong>10 days notice</strong> (b) | Maximum <strong>7 hours/day</strong> per deponent (d)</span>
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</div>
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<!-- Notice validity warning -->
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<div class="alert alert-warning" role="alert"
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attrs="{'invisible': ['|', ('notice_valid', '=', True), ('notice_date', '=', False), ('scheduled_date', '=', False)]}">
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<strong>⚠️ INSUFFICIENT NOTICE</strong> —
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<field name="notice_warning" readonly="1" nolabel="1"/>
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</div>
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<div class="alert alert-success" role="alert"
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attrs="{'invisible': ['|', ('notice_valid', '=', False), ('notice_date', '=', False)]}">
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<field name="notice_warning" readonly="1" nolabel="1"/>
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</div>
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<!-- No-Show alert -->
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<div class="alert alert-danger" role="alert"
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attrs="{'invisible': [('state', '!=', 'no_show')]}">
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<strong>⚠️ DEPONENT NO-SHOW</strong> — File Motion to Compel
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Attendance (FL 1.380). Check the Deadlines tab for the deadline.
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You may also request sanctions under FL 1.380(b)(2).
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</div>
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<!-- Completed summary -->
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<div class="alert alert-success" role="alert"
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attrs="{'invisible': [('state', '!=', 'completed')]}">
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<strong>✅ Deposition Completed</strong>
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<span attrs="{'invisible': [('income_verified', '=', False)]}">
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— Income verified at
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<field name="income_verified_amount" readonly="1" nolabel="1"/> /month
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</span>
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</div>
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<group>
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<group>
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<group string="Deponent">
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<field name="case_id"/>
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<field name="deponent_id"/>
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<field name="deponent_type"/>
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</group>
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<group string="Schedule (FL 1.310)">
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<field name="notice_date"/>
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<field name="scheduled_date"/>
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</group>
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<group>
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<field name="location"/>
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<field name="days_notice" readonly="1"/>
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<field name="days_until_deposition" readonly="1"/>
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<field name="max_duration_hours"/>
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<field name="duces_tecum"/>
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</group>
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</group>
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<group string="Results">
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<group>
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<group string="Location">
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<field name="location"/>
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<field name="court_reporter"/>
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<field name="calendar_event_id" readonly="1"
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attrs="{'invisible': [('calendar_event_id', '=', False)]}"/>
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</group>
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</group>
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<!-- Duces Tecum -->
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<group string="Duces Tecum — Document Production Requirement">
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<field name="duces_tecum"/>
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<field name="duces_tecum_items"
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attrs="{'invisible': [('duces_tecum', '=', False)], 'required': [('duces_tecum', '=', True)]}"
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placeholder="List documents deponent must bring to the deposition: - Last 3 years federal/state tax returns - Last 6 months paystubs - All bank statements last 12 months - Business financial statements - Corporate tax returns - Quickbooks / accounting records"/>
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</group>
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<!-- Results (shown when completed) -->
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<group string="Results / Findings"
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attrs="{'invisible': [('state', 'not in', ['completed', 'no_show'])]}">
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<field name="income_verified"/>
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<field name="income_verified_amount"
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attrs="{'invisible': [('income_verified', '=', False)]}"/>
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<field name="key_findings"/>
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<field name="transcript_received"/>
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</group>
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<field name="notes"/>
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<field name="key_findings"
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attrs="{'invisible': [('state', 'not in', ['completed'])]}"
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placeholder="Summarize key testimony: income figures, contradictions, admissions, document admissions..."/>
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<!-- Motion to Compel (no-show only) -->
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<group string="Motion to Compel (FL 1.380)"
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attrs="{'invisible': [('state', '!=', 'no_show')]}">
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<field name="motion_to_compel_filed"/>
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<field name="motion_to_compel_date"
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attrs="{'invisible': [('motion_to_compel_filed', '=', False)]}"/>
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<field name="sanctions_requested"/>
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</group>
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<field name="notes" placeholder="Notes, preparation strategy, questions to ask..."/>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids"/>
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<field name="message_ids"/>
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</div>
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</form>
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════
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CALENDAR VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_deposition_calendar" model="ir.ui.view">
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<field name="name">fl.deposition.calendar</field>
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<field name="model">fl.deposition</field>
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<field name="arch" type="xml">
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<calendar string="Deposition Calendar"
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date_start="scheduled_date"
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date_stop="scheduled_date"
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color="deponent_type"
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mode="month"
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quick_create="False">
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<field name="deponent_id"/>
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<field name="case_id"/>
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<field name="deponent_type"/>
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<field name="state"/>
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<field name="location"/>
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</calendar>
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════
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SEARCH VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_deposition_search" model="ir.ui.view">
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<field name="name">fl.deposition.search</field>
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<field name="model">fl.deposition</field>
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<field name="arch" type="xml">
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<search string="Search Depositions">
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<field name="deponent_id"/>
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<field name="case_id"/>
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<field name="deponent_type"/>
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<filter string="Pending" name="filter_pending"
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domain="[('state', 'in', ['draft', 'noticed', 'confirmed'])]"/>
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<filter string="No-Show" name="filter_no_show"
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domain="[('state', '=', 'no_show')]"/>
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<filter string="Completed" name="filter_completed"
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domain="[('state', '=', 'completed')]"/>
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<filter string="Invalid Notice" name="filter_invalid"
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domain="[('notice_valid', '=', False), ('notice_date', '!=', False)]"/>
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<filter string="Duces Tecum" name="filter_duces"
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domain="[('duces_tecum', '=', True)]"/>
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<group string="Group By">
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<filter string="Case" name="group_case"
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context="{'group_by': 'case_id'}"/>
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<filter string="Status" name="group_state"
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context="{'group_by': 'state'}"/>
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<filter string="Deponent Type" name="group_type"
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context="{'group_by': 'deponent_type'}"/>
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</group>
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</search>
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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_deposition_list" model="ir.actions.act_window">
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<field name="name">Depositions</field>
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<field name="res_model">fl.deposition</field>
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<field name="view_mode">tree,form</field>
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<field name="view_mode">tree,calendar,form</field>
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<field name="search_view_id" ref="view_fl_deposition_search"/>
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<field name="domain">[('state', 'not in', ['cancelled'])]</field>
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<field name="context">{'search_default_filter_pending': 1}</field>
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</record>
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</data>
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@@ -2,65 +2,242 @@
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<odoo>
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<data>
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<!-- ══════════════════════════════════════════════════════
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TREE VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_discovery_tree" model="ir.ui.view">
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<field name="name">fl.discovery.tree</field>
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<field name="model">fl.discovery</field>
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<field name="arch" type="xml">
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<tree string="Discovery" decoration-danger="state == 'deficient'"
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decoration-warning="state == 'served'">
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<tree string="Discovery"
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decoration-danger="is_overdue == True or admissions_deemed == True"
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decoration-warning="state == 'deficient'"
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decoration-success="state == 'complete'"
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decoration-muted="state == 'compelled'">
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<field name="case_id"/>
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<field name="discovery_type"/>
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<field name="directed_to"/>
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<field name="third_party_id"/>
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<field name="third_party_id"
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attrs="{'invisible': [('directed_to', '!=', 'third_party')]}"/>
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<field name="description"/>
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<field name="served_date"/>
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<field name="response_due_date"/>
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<field name="response_complete"/>
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<field name="state"/>
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<field name="days_until_response" string="Days Left"
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attrs="{'invisible': [('state', 'in', ['draft', 'responded', 'complete'])]}"/>
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<field name="is_overdue" string="Overdue"/>
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<field name="admissions_deemed" string="Deemed Admitted" optional="show"/>
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<field name="state" widget="badge"
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decoration-danger="state in ('deficient', 'compelled')"
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decoration-warning="state == 'served'"
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decoration-success="state == 'complete'"
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decoration-muted="state == 'draft'"/>
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<button name="action_mark_served" string="Served" type="object"
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icon="fa-paper-plane"
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attrs="{'invisible': [('state', '!=', 'draft')]}"/>
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<button name="action_mark_responded" string="Responded" type="object"
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icon="fa-check"
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attrs="{'invisible': [('state', '!=', 'served')]}"/>
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<button name="action_file_motion_to_compel" string="Compel"
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type="object" icon="fa-gavel"
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attrs="{'invisible': [('state', 'not in', ['served', 'deficient'])]}"/>
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</tree>
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════
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FORM VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_discovery_form" model="ir.ui.view">
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<field name="name">fl.discovery.form</field>
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<field name="model">fl.discovery</field>
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<field name="arch" type="xml">
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<form string="Discovery Item">
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<header>
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<field name="state" widget="statusbar"/>
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<button name="action_mark_served" string="Mark Served"
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type="object" class="oe_highlight"
|
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attrs="{'invisible': [('state', '!=', 'draft')]}"/>
|
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<button name="action_mark_responded" string="Response Received"
|
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type="object"
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attrs="{'invisible': [('state', '!=', 'served')]}"/>
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<button name="action_flag_deficient" string="Flag Deficient"
|
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type="object"
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attrs="{'invisible': [('state', '!=', 'responded')]}"/>
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<button name="action_file_motion_to_compel"
|
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string="File Motion to Compel (FL 1.380)"
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type="object"
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attrs="{'invisible': [('state', 'not in', ['served', 'deficient'])]}"/>
|
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<button name="action_mark_complete" string="Mark Complete"
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type="object"
|
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attrs="{'invisible': [('state', 'in', ['draft', 'complete'])]}"/>
|
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<field name="state" widget="statusbar"
|
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statusbar_visible="draft,served,responded,complete"/>
|
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</header>
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<sheet>
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|
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<!-- Deemed Admitted Alert (FL 1.370) — CRITICAL -->
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<div class="alert alert-danger" role="alert"
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attrs="{'invisible': [('admissions_deemed', '=', False)]}">
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<strong>🚨 FL 1.370 — ADMISSIONS DEEMED ADMITTED</strong><br/>
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No response was filed within 30 days. Each matter in this
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Request for Admissions is <strong>automatically deemed admitted</strong>
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and may be used as established facts at hearing.
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If you are the responding party, immediately file a
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<strong>Motion to Withdraw or Amend Admissions</strong>.
|
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</div>
|
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|
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<!-- Overdue response alert -->
|
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<div class="alert alert-warning" role="alert"
|
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attrs="{'invisible': ['|', ('is_overdue', '=', False), ('admissions_deemed', '=', True)]}">
|
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<strong>⏰ Response OVERDUE</strong> — Was due
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<field name="response_due_date" readonly="1" nolabel="1"/>.
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Consider sending a deficiency notice, then filing
|
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Motion to Compel (FL 1.380).
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</div>
|
||||
|
||||
<!-- Complete badge -->
|
||||
<div class="alert alert-success" role="alert"
|
||||
attrs="{'invisible': [('state', '!=', 'complete')]}">
|
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<strong>✅ Discovery Item Complete</strong>
|
||||
</div>
|
||||
|
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<group>
|
||||
<group>
|
||||
<group string="Discovery Details">
|
||||
<field name="case_id"/>
|
||||
<field name="discovery_type"/>
|
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<field name="directed_to"/>
|
||||
<field name="third_party_id"
|
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attrs="{'invisible': [('directed_to', '!=', 'third_party')]}"/>
|
||||
attrs="{'invisible': [('directed_to', '!=', 'third_party')], 'required': [('directed_to', '=', 'third_party')]}"/>
|
||||
<field name="description"/>
|
||||
</group>
|
||||
<group>
|
||||
<group string="Timeline">
|
||||
<field name="served_date"/>
|
||||
<field name="response_due_date" readonly="1"/>
|
||||
<field name="days_until_response" readonly="1"
|
||||
attrs="{'invisible': [('state', 'in', ['draft', 'responded', 'complete'])]}"/>
|
||||
<field name="is_overdue" readonly="1"/>
|
||||
<field name="response_received_date"/>
|
||||
<field name="response_complete"/>
|
||||
</group>
|
||||
</group>
|
||||
|
||||
<!-- Subpoena info (third party) -->
|
||||
<group string="Subpoena Information (FL 1.351)"
|
||||
attrs="{'invisible': [('discovery_type', '!=', 'subpoena')]}">
|
||||
<div class="alert alert-info" role="alert">
|
||||
<strong>FL 1.351 Subpoena for Production:</strong>
|
||||
Third party must respond within the time stated in the subpoena
|
||||
(typically 15-30 days). Third party may object within 14 days.
|
||||
If opposing party's employer: excellent tool to verify income
|
||||
when self-employment or cash income is suspected.
|
||||
</div>
|
||||
</group>
|
||||
|
||||
<!-- Admissions specific note -->
|
||||
<group string="Admissions (FL 1.370) — WARNING"
|
||||
attrs="{'invisible': [('discovery_type', '!=', 'admissions')]}">
|
||||
<div class="alert alert-warning" role="alert">
|
||||
<strong>FL 1.370 Critical Rule:</strong>
|
||||
If the responding party <strong>fails to respond within 30 days</strong>,
|
||||
each matter is <strong>automatically deemed admitted</strong> without
|
||||
any court order. This is one of the most powerful discovery tools
|
||||
in Florida family law — it can establish income, assets, and conduct
|
||||
as admitted facts.
|
||||
</div>
|
||||
<field name="admissions_deemed" readonly="1"/>
|
||||
</group>
|
||||
|
||||
<group string="Objections / Deficiencies">
|
||||
<field name="objections_raised"/>
|
||||
<field name="objection_detail"
|
||||
attrs="{'invisible': [('objections_raised', '=', False)]}"/>
|
||||
<field name="deficiency_notice_sent"/>
|
||||
<field name="deficiency_notice_date"
|
||||
attrs="{'invisible': [('deficiency_notice_sent', '=', False)]}"/>
|
||||
</group>
|
||||
<field name="notes"/>
|
||||
|
||||
<group string="Motion to Compel (FL 1.380)"
|
||||
attrs="{'invisible': [('state', '!=', 'compelled')]}">
|
||||
<field name="motion_to_compel_filed" readonly="1"/>
|
||||
<field name="motion_to_compel_date" readonly="1"/>
|
||||
<field name="sanctions_requested"/>
|
||||
</group>
|
||||
|
||||
<field name="notes"
|
||||
placeholder="Notes on what was requested, what was received, gaps, strategy..."/>
|
||||
</sheet>
|
||||
<div class="oe_chatter">
|
||||
<field name="message_follower_ids"/>
|
||||
<field name="message_ids"/>
|
||||
</div>
|
||||
</form>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- ══════════════════════════════════════════════════════
|
||||
SEARCH VIEW
|
||||
══════════════════════════════════════════════════════ -->
|
||||
<record id="view_fl_discovery_search" model="ir.ui.view">
|
||||
<field name="name">fl.discovery.search</field>
|
||||
<field name="model">fl.discovery</field>
|
||||
<field name="arch" type="xml">
|
||||
<search string="Search Discovery">
|
||||
<field name="case_id"/>
|
||||
<field name="discovery_type"/>
|
||||
<field name="directed_to"/>
|
||||
<field name="description"/>
|
||||
<filter string="Overdue Responses" name="filter_overdue"
|
||||
domain="[('is_overdue', '=', True)]"/>
|
||||
<filter string="Deemed Admitted" name="filter_deemed"
|
||||
domain="[('admissions_deemed', '=', True)]"/>
|
||||
<filter string="Deficient" name="filter_deficient"
|
||||
domain="[('state', '=', 'deficient')]"/>
|
||||
<filter string="Motion to Compel Filed" name="filter_compelled"
|
||||
domain="[('state', '=', 'compelled')]"/>
|
||||
<filter string="Pending Response" name="filter_pending"
|
||||
domain="[('state', 'in', ['served'])]"/>
|
||||
<filter string="Complete" name="filter_complete"
|
||||
domain="[('state', '=', 'complete')]"/>
|
||||
<separator/>
|
||||
<filter string="Interrogatories" name="type_interrog"
|
||||
domain="[('discovery_type', '=', 'interrogatories')]"/>
|
||||
<filter string="Production Requests" name="type_production"
|
||||
domain="[('discovery_type', '=', 'production')]"/>
|
||||
<filter string="Admissions" name="type_admissions"
|
||||
domain="[('discovery_type', '=', 'admissions')]"/>
|
||||
<filter string="Subpoenas" name="type_subpoena"
|
||||
domain="[('discovery_type', '=', 'subpoena')]"/>
|
||||
<group string="Group By">
|
||||
<filter string="Case" name="group_case"
|
||||
context="{'group_by': 'case_id'}"/>
|
||||
<filter string="Type" name="group_type"
|
||||
context="{'group_by': 'discovery_type'}"/>
|
||||
<filter string="Directed To" name="group_directed"
|
||||
context="{'group_by': 'directed_to'}"/>
|
||||
<filter string="Status" name="group_state"
|
||||
context="{'group_by': 'state'}"/>
|
||||
</group>
|
||||
</search>
|
||||
</field>
|
||||
</record>
|
||||
|
||||
<!-- ══════════════════════════════════════════════════════
|
||||
ACTIONS
|
||||
══════════════════════════════════════════════════════ -->
|
||||
<record id="action_fl_discovery_list" model="ir.actions.act_window">
|
||||
<field name="name">Discovery</field>
|
||||
<field name="res_model">fl.discovery</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
<field name="search_view_id" ref="view_fl_discovery_search"/>
|
||||
<field name="domain">[('state', 'not in', ['complete'])]</field>
|
||||
<field name="context">{'search_default_group_case': 1}</field>
|
||||
</record>
|
||||
|
||||
<!-- All discovery (admin view) -->
|
||||
<record id="action_fl_discovery_all" model="ir.actions.act_window">
|
||||
<field name="name">All Discovery</field>
|
||||
<field name="res_model">fl.discovery</field>
|
||||
<field name="view_mode">tree,form</field>
|
||||
<field name="search_view_id" ref="view_fl_discovery_search"/>
|
||||
</record>
|
||||
|
||||
</data>
|
||||
|
||||
Reference in New Issue
Block a user