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
@@ -2,65 +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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<!-- 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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<!-- 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>
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<!-- Complete badge -->
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<div class="alert alert-success" role="alert"
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attrs="{'invisible': [('state', '!=', 'complete')]}">
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<strong>✅ Discovery Item Complete</strong>
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</div>
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<group>
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<group>
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<group string="Discovery Details">
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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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attrs="{'invisible': [('directed_to', '!=', 'third_party')]}"/>
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attrs="{'invisible': [('directed_to', '!=', 'third_party')], 'required': [('directed_to', '=', 'third_party')]}"/>
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<field name="description"/>
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</group>
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<group>
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<group string="Timeline">
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<field name="served_date"/>
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<field name="response_due_date" readonly="1"/>
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<field name="days_until_response" readonly="1"
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attrs="{'invisible': [('state', 'in', ['draft', 'responded', 'complete'])]}"/>
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<field name="is_overdue" readonly="1"/>
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<field name="response_received_date"/>
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<field name="response_complete"/>
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</group>
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</group>
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<!-- Subpoena info (third party) -->
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<group string="Subpoena Information (FL 1.351)"
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attrs="{'invisible': [('discovery_type', '!=', 'subpoena')]}">
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<div class="alert alert-info" role="alert">
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<strong>FL 1.351 Subpoena for Production:</strong>
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Third party must respond within the time stated in the subpoena
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(typically 15-30 days). Third party may object within 14 days.
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If opposing party's employer: excellent tool to verify income
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when self-employment or cash income is suspected.
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</div>
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</group>
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<!-- Admissions specific note -->
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<group string="Admissions (FL 1.370) — WARNING"
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attrs="{'invisible': [('discovery_type', '!=', 'admissions')]}">
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<div class="alert alert-warning" role="alert">
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<strong>FL 1.370 Critical Rule:</strong>
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If the responding party <strong>fails to respond within 30 days</strong>,
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each matter is <strong>automatically deemed admitted</strong> without
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any court order. This is one of the most powerful discovery tools
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in Florida family law — it can establish income, assets, and conduct
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as admitted facts.
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</div>
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<field name="admissions_deemed" readonly="1"/>
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</group>
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<group string="Objections / Deficiencies">
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<field name="objections_raised"/>
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<field name="objection_detail"
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attrs="{'invisible': [('objections_raised', '=', False)]}"/>
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<field name="deficiency_notice_sent"/>
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<field name="deficiency_notice_date"
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attrs="{'invisible': [('deficiency_notice_sent', '=', False)]}"/>
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</group>
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<field name="notes"/>
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<group string="Motion to Compel (FL 1.380)"
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attrs="{'invisible': [('state', '!=', 'compelled')]}">
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<field name="motion_to_compel_filed" readonly="1"/>
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<field name="motion_to_compel_date" readonly="1"/>
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<field name="sanctions_requested"/>
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</group>
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<field name="notes"
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placeholder="Notes on what was requested, what was received, gaps, strategy..."/>
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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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SEARCH VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_discovery_search" model="ir.ui.view">
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<field name="name">fl.discovery.search</field>
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<field name="model">fl.discovery</field>
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<field name="arch" type="xml">
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<search string="Search Discovery">
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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="description"/>
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<filter string="Overdue Responses" name="filter_overdue"
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domain="[('is_overdue', '=', True)]"/>
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<filter string="Deemed Admitted" name="filter_deemed"
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domain="[('admissions_deemed', '=', True)]"/>
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<filter string="Deficient" name="filter_deficient"
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domain="[('state', '=', 'deficient')]"/>
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<filter string="Motion to Compel Filed" name="filter_compelled"
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domain="[('state', '=', 'compelled')]"/>
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<filter string="Pending Response" name="filter_pending"
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domain="[('state', 'in', ['served'])]"/>
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<filter string="Complete" name="filter_complete"
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domain="[('state', '=', 'complete')]"/>
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<separator/>
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<filter string="Interrogatories" name="type_interrog"
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domain="[('discovery_type', '=', 'interrogatories')]"/>
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<filter string="Production Requests" name="type_production"
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domain="[('discovery_type', '=', 'production')]"/>
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<filter string="Admissions" name="type_admissions"
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domain="[('discovery_type', '=', 'admissions')]"/>
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<filter string="Subpoenas" name="type_subpoena"
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domain="[('discovery_type', '=', 'subpoena')]"/>
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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="Type" name="group_type"
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context="{'group_by': 'discovery_type'}"/>
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<filter string="Directed To" name="group_directed"
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context="{'group_by': 'directed_to'}"/>
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<filter string="Status" name="group_state"
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context="{'group_by': 'state'}"/>
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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_discovery_list" model="ir.actions.act_window">
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<field name="name">Discovery</field>
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<field name="res_model">fl.discovery</field>
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<field name="view_mode">tree,form</field>
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<field name="search_view_id" ref="view_fl_discovery_search"/>
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<field name="domain">[('state', 'not in', ['complete'])]</field>
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<field name="context">{'search_default_group_case': 1}</field>
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</record>
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<!-- All discovery (admin view) -->
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<record id="action_fl_discovery_all" model="ir.actions.act_window">
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<field name="name">All Discovery</field>
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<field name="res_model">fl.discovery</field>
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<field name="view_mode">tree,form</field>
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<field name="search_view_id" ref="view_fl_discovery_search"/>
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</record>
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</data>
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