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>

activeblue_familylaw/data/fl_deadline_rules.xml

@@ -45,5 +45,18 @@
             <field name="user_id" ref="base.user_root"/>
         </record>
 
+        <!-- Daily: Check for overdue discovery responses and deemed admissions (FL 1.370) -->
+        <record id="cron_fl_discovery_overdue" model="ir.cron">
+            <field name="name">FL Family Law: Discovery Overdue Alerts (FL 1.370 / 1.380)</field>
+            <field name="model_id" ref="model_fl_discovery"/>
+            <field name="state">code</field>
+            <field name="code">model._cron_discovery_overdue_alerts()</field>
+            <field name="interval_number">1</field>
+            <field name="interval_type">days</field>
+            <field name="numbercall">-1</field>
+            <field name="active">True</field>
+            <field name="user_id" ref="base.user_root"/>
+        </record>
+
     </data>
 </odoo>

activeblue_familylaw/models/fl_deposition.py

@@ -1,37 +1,86 @@
+from datetime import timedelta
+
 from odoo import api, fields, models
+from dateutil.relativedelta import relativedelta
 
 
 class FlDeposition(models.Model):
     """
-    Phase 3 — Full implementation with notice validation, duces tecum, no-show workflow.
+    Phase 3 — Full implementation.
-    Phase 1: Stub with core fields.
+    FL 1.310: Notice of Taking Deposition
+    - Minimum 10 days notice required (FL 1.310(b))
+    - Maximum 7 hours per deponent per day (FL 1.310(d))
+    - Duces tecum: document production requirement
+    - No-show workflow: auto-trigger Motion to Compel (FL 1.380)
     """
     _name = 'fl.deposition'
     _description = 'Deposition Record'
     _inherit = ['mail.thread']
     _order = 'scheduled_date asc'
+    _rec_name = 'deponent_id'
 
     case_id = fields.Many2one(
-        'fl.case', required=True, ondelete='cascade', index=True
+        'fl.case', required=True, ondelete='cascade', index=True,
+        string='Case'
     )
     deponent_id = fields.Many2one(
         'res.partner', string='Deponent', required=True
     )
     deponent_type = fields.Selection([
         ('opposing_party', 'Opposing Party'),
-        ('employer', 'Employer'),
+        ('employer', "Deponent's Employer"),
         ('accountant_cpa', 'Accountant / CPA'),
         ('business_partner', 'Business Partner'),
         ('vocational_expert', 'Vocational Expert'),
         ('witness', 'Witness'),
         ('other', 'Other'),
     ], string='Deponent Type', required=True)
+
+    # ── Notice ────────────────────────────────────────────────────────────────
     notice_date = fields.Date(
         string='Notice Served Date',
-        help='FL 1.310(b): Minimum 10 days notice required before deposition'
+        help='Date the Notice of Taking Deposition was served on the deponent. '
+             'FL 1.310(b): Minimum 10 days notice required.'
     )
-    scheduled_date = fields.Datetime(string='Deposition Date / Time')
+    days_notice = fields.Integer(
-    location = fields.Char(string='Location / Zoom Link')
+        string='Days of Notice',
+        compute='_compute_notice_info',
+        help='Number of days between notice date and scheduled deposition'
+    )
+    notice_valid = fields.Boolean(
+        string='Notice Valid (≥10 days)',
+        compute='_compute_notice_info',
+        help='FL 1.310(b): At least 10 days notice required'
+    )
+    notice_warning = fields.Char(
+        string='Notice Warning',
+        compute='_compute_notice_info'
+    )
+
+    # ── Schedule ──────────────────────────────────────────────────────────────
+    scheduled_date = fields.Datetime(
+        string='Deposition Date / Time', tracking=True
+    )
+    location = fields.Char(
+        string='Location / Zoom Link',
+        help='Physical address or Zoom link. Include court reporter contact info.'
+    )
+    court_reporter = fields.Char(
+        string='Court Reporter',
+        help='Court reporter name and contact information'
+    )
+    max_duration_hours = fields.Float(
+        string='Max Duration (hours)',
+        default=7.0,
+        help='FL 1.310(d): Maximum 7 hours per deponent per day. '
+             'Parties may agree to extend.'
+    )
+    days_until_deposition = fields.Integer(
+        string='Days Until Deposition',
+        compute='_compute_days_until_deposition'
+    )
+
+    # ── State ─────────────────────────────────────────────────────────────────
     state = fields.Selection([
         ('draft', 'Drafting Notice'),
         ('noticed', 'Notice Served'),
@@ -41,15 +90,305 @@ class FlDeposition(models.Model):
         ('cancelled', 'Cancelled'),
         ('rescheduled', 'Rescheduled'),
     ], string='Status', default='draft', tracking=True)
+
+    # ── Duces Tecum ───────────────────────────────────────────────────────────
     duces_tecum = fields.Boolean(
-        string='Duces Tecum (Document Production)',
+        string='Duces Tecum (Bring Documents)',
-        help='Deponent is required to bring documents'
+        help='Require deponent to produce documents at deposition'
     )
-    max_duration_hours = fields.Float(
+    duces_tecum_items = fields.Text(
-        default=7.0,
+        string='Documents Required (Duces Tecum)',
-        help='FL 1.310(d): Maximum 7 hours per deponent per day'
+        help=(
+            'List documents deponent must bring. Examples:\n'
+            '- Last 3 years federal tax returns\n'
+            '- Last 6 months paystubs / payroll records\n'
+            '- Bank statements (all accounts, last 12 months)\n'
+            '- Business financial statements (if self-employed)\n'
+            '- Corporate tax returns (if business owner)\n'
+            '- Quickbooks / accounting records'
+        )
     )
+
+    # ── Calendar ──────────────────────────────────────────────────────────────
+    calendar_event_id = fields.Many2one(
+        'calendar.event', string='Calendar Event', ondelete='set null'
+    )
+
+    # ── Results ───────────────────────────────────────────────────────────────
     income_verified = fields.Boolean(string='Income Figures Verified')
-    income_verified_amount = fields.Float(string='Verified Income Amount ($)')
+    income_verified_amount = fields.Float(
-    key_findings = fields.Text(string='Key Findings')
+        string='Verified Monthly Income ($)',
+        help='Net monthly income as established at deposition'
+    )
+    key_findings = fields.Text(
+        string='Key Findings / Testimony Summary',
+        help='Summarize key admissions, income figures, contradictions, '
+             'and relevant testimony obtained'
+    )
+    transcript_received = fields.Boolean(string='Transcript Received')
+    transcript_notes = fields.Text(string='Transcript Notes')
+
+    # ── No-Show / Compel ──────────────────────────────────────────────────────
+    motion_to_compel_filed = fields.Boolean(
+        string='Motion to Compel Filed (FL 1.380)'
+    )
+    motion_to_compel_date = fields.Date(string='Motion to Compel Date')
+    sanctions_requested = fields.Boolean(string='Sanctions Requested')
+
     notes = fields.Text(string='Notes')
+
+    # ══════════════════════════════════════════════════════════════════════════
+    # COMPUTED FIELDS
+    # ══════════════════════════════════════════════════════════════════════════
+
+    @api.depends('notice_date', 'scheduled_date')
+    def _compute_notice_info(self):
+        for rec in self:
+            if rec.notice_date and rec.scheduled_date:
+                days = (rec.scheduled_date.date() - rec.notice_date).days
+                rec.days_notice = days
+                rec.notice_valid = days >= 10
+                if days < 10:
+                    rec.notice_warning = (
+                        '⚠️ FL 1.310(b): Only {} days notice. '
+                        'Minimum 10 days required. Deponent may object.'.format(days)
+                    )
+                else:
+                    rec.notice_warning = (
+                        '✅ FL 1.310(b): {} days notice — requirement met.'.format(days)
+                    )
+            else:
+                rec.days_notice = 0
+                rec.notice_valid = False
+                rec.notice_warning = '⚪ Set notice date and scheduled date to validate'
+
+    @api.depends('scheduled_date')
+    def _compute_days_until_deposition(self):
+        today = fields.Date.today()
+        for rec in self:
+            if rec.scheduled_date:
+                rec.days_until_deposition = (rec.scheduled_date.date() - today).days
+            else:
+                rec.days_until_deposition = 0
+
+    # ══════════════════════════════════════════════════════════════════════════
+    # CRUD — calendar event lifecycle
+    # ══════════════════════════════════════════════════════════════════════════
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        records = super().create(vals_list)
+        for rec in records:
+            if rec.scheduled_date:
+                rec.with_context(_no_dep_sync=True)._create_or_update_calendar_event()
+        return records
+
+    def write(self, vals):
+        result = super().write(vals)
+        if not self.env.context.get('_no_dep_sync'):
+            sync_fields = {'scheduled_date', 'state', 'location', 'deponent_id'}
+            if sync_fields.intersection(vals.keys()):
+                for rec in self:
+                    rec.with_context(_no_dep_sync=True)._create_or_update_calendar_event()
+        return result
+
+    # ══════════════════════════════════════════════════════════════════════════
+    # CALENDAR INTEGRATION
+    # ══════════════════════════════════════════════════════════════════════════
+
+    def _create_or_update_calendar_event(self):
+        """Create or update a calendar.event for this deposition."""
+        if not self.scheduled_date or self.state in ('cancelled',):
+            if self.calendar_event_id:
+                self.calendar_event_id.write({'active': False})
+            return
+
+        partners = self.env['res.partner']
+        if self.case_id.petitioner_id:
+            partners |= self.case_id.petitioner_id
+        if self.env.user.partner_id:
+            partners |= self.env.user.partner_id
+
+        duration = min(self.max_duration_hours or 7.0, 7.0)
+        stop_dt = self.scheduled_date + timedelta(hours=duration)
+
+        type_label = dict(self._fields['deponent_type'].selection).get(
+            self.deponent_type, 'Deponent'
+        )
+        event_name = '[{}] Deposition — {} ({})'.format(
+            self.case_id.name,
+            self.deponent_id.name,
+            type_label,
+        )
+        description = (
+            'FL 1.310 Deposition\n'
+            'Case: {}\n'
+            'Deponent: {} ({})\n'
+            'Location: {}\n'
+            'Court Reporter: {}\n'
+            'Max Duration: {} hours\n'
+            'Duces Tecum: {}\n'
+            'Status: {}'
+        ).format(
+            self.case_id.name,
+            self.deponent_id.name,
+            type_label,
+            self.location or 'TBD',
+            self.court_reporter or 'TBD',
+            duration,
+            'YES — document production required' if self.duces_tecum else 'No',
+            dict(self._fields['state'].selection).get(self.state, ''),
+        )
+
+        if self.calendar_event_id:
+            self.calendar_event_id.write({
+                'name': event_name,
+                'start': self.scheduled_date,
+                'stop': stop_dt,
+                'description': description,
+                'active': self.state not in ('cancelled',),
+                'show_as': 'busy',
+            })
+        else:
+            event = self.env['calendar.event'].sudo().create({
+                'name': event_name,
+                'start': self.scheduled_date,
+                'stop': stop_dt,
+                'description': description,
+                'partner_ids': [(6, 0, partners.ids)],
+                'show_as': 'busy',
+                'privacy': 'confidential',
+            })
+            self.write({'calendar_event_id': event.id})
+
+    # ══════════════════════════════════════════════════════════════════════════
+    # WORKFLOW ACTIONS
+    # ══════════════════════════════════════════════════════════════════════════
+
+    def action_mark_noticed(self):
+        """Notice of Taking Deposition has been served on deponent."""
+        if not self.notice_date:
+            self.notice_date = fields.Date.today()
+        self.write({'state': 'noticed'})
+        self.case_id.message_post(
+            body=(
+                '📋 <b>Deposition Notice Served</b><br/>'
+                'Deponent: {} ({})<br/>'
+                'Notice date: {}<br/>'
+                'Scheduled: {}<br/>'
+                'Notice valid: {} (FL 1.310(b): 10 days required)'
+            ).format(
+                self.deponent_id.name,
+                dict(self._fields['deponent_type'].selection).get(self.deponent_type, ''),
+                self.notice_date,
+                self.scheduled_date,
+                '✅ Yes' if self.notice_valid else '⚠️ INSUFFICIENT NOTICE',
+            ),
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def action_confirm(self):
+        """Deponent and court reporter confirmed."""
+        self.write({'state': 'confirmed'})
+
+    def action_mark_completed(self):
+        """Deposition completed successfully."""
+        self.write({'state': 'completed'})
+        if self.calendar_event_id:
+            self.calendar_event_id.write({'active': False})
+        self.case_id.message_post(
+            body=(
+                '✅ <b>Deposition Completed</b><br/>'
+                'Deponent: {} ({})<br/>'
+                'Income verified: {} {}<br/>'
+                '<i>Update Key Findings with testimony summary.</i>'
+            ).format(
+                self.deponent_id.name,
+                dict(self._fields['deponent_type'].selection).get(self.deponent_type, ''),
+                '✅ ${}' .format(self.income_verified_amount) if self.income_verified else '❌ Not yet',
+                '/month' if self.income_verified else '',
+            ),
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def action_no_show(self):
+        """
+        Deponent did not appear at deposition.
+        FL 1.380: Motion to Compel / Motion for Sanctions.
+        """
+        self.write({'state': 'no_show'})
+
+        # Create Motion to Compel deadline (20 days to file)
+        mtc_due = fields.Date.today() + relativedelta(days=20)
+        self.env['fl.deadline'].create({
+            'case_id': self.case_id.id,
+            'name': 'File Motion to Compel Deposition — {} No-Show (FL 1.380)'.format(
+                self.deponent_id.name
+            ),
+            'deadline_type': 'compliance',
+            'due_date': mtc_due,
+            'anchor_date': fields.Date.today(),
+            'offset_days': 20,
+            'statute_reference': (
+                'FL 1.380 — Motion to Compel Attendance at Deposition. '
+                'May also request sanctions under FL 1.380(b)(2).'
+            ),
+        })
+
+        # Create project task
+        if self.case_id.project_id:
+            self.env['project.task'].create({
+                'name': 'File Motion to Compel: {} Deposition No-Show'.format(
+                    self.deponent_id.name
+                ),
+                'project_id': self.case_id.project_id.id,
+                'description': (
+                    '{} failed to appear at the scheduled deposition on {}.\n\n'
+                    'Steps:\n'
+                    '1. Prepare Motion to Compel Attendance (FL 1.380)\n'
+                    '2. Include Certificate of Good Faith Effort to Resolve\n'
+                    '3. Request sanctions under FL 1.380(b)(2) — costs and attorney fees\n'
+                    '4. File with Miami-Dade Clerk and set hearing date\n\n'
+                    'Deadline to file: {}'
+                ).format(
+                    self.deponent_id.name,
+                    self.scheduled_date,
+                    mtc_due,
+                ),
+                'date_deadline': mtc_due,
+            })
+
+        self.case_id.message_post(
+            body=(
+                '<b>⚠️ DEPOSITION NO-SHOW — Motion to Compel Required</b><br/>'
+                '{} did not appear at the deposition scheduled for {}.<br/><br/>'
+                '<b>Action Required:</b> File a Motion to Compel Attendance (FL 1.380) '
+                'within 20 days ({}).<br/>'
+                'You may also request sanctions (attorney fees / costs) '
+                'under FL 1.380(b)(2).'
+            ).format(
+                self.deponent_id.name,
+                self.scheduled_date,
+                mtc_due,
+            ),
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def action_cancel(self):
+        """Cancel this deposition (e.g. case settled, rescheduled)."""
+        self.write({'state': 'cancelled'})
+        if self.calendar_event_id:
+            self.calendar_event_id.write({'active': False})
+
+    def action_reschedule(self):
+        """Mark as rescheduled — user should create a new deposition record."""
+        self.write({'state': 'rescheduled'})
+        self.case_id.message_post(
+            body=(
+                '🔄 <b>Deposition Rescheduled</b><br/>'
+                'Deposition for {} has been marked rescheduled. '
+                'Create a new deposition record with the new date and '
+                'serve a new Notice of Taking Deposition.'
+            ).format(self.deponent_id.name),
+            subtype_xmlid='mail.mt_note',
+        )

activeblue_familylaw/models/fl_discovery.py

@@ -5,14 +5,19 @@ from dateutil.relativedelta import relativedelta
 class FlDiscovery(models.Model):
     """
     Phase 3 — Full implementation.
-    Phase 1: Stub with core fields.
+    Covers all Florida discovery methods with response tracking,
+    deficiency workflow, and Motion to Compel automation.
 
-    Covers all FL discovery methods:
+    Discovery types covered (FL Rules of Civil Procedure):
-      - Interrogatories (FL 1.340) — 30 days to respond
+      FL 1.340 — Interrogatories (30 days to respond)
-      - Request for Production (FL 1.350) — 30 days to respond
+      FL 1.350 — Request for Production (30 days to respond)
-      - Request for Admissions (FL 1.370) — 30 days to respond
+      FL 1.370 — Request for Admissions (30 days to respond; deemed admitted if no response)
-      - Subpoena — third party documents (FL 1.351)
+      FL 1.351 — Subpoena (Third-party document production)
-      - Depositions — tracked in fl.deposition
+      FL 1.310 — Depositions (tracked separately in fl.deposition)
+      FL 1.280 — General discovery scope
+
+    Motion to Compel: FL 1.380
+    Subpoena to Employer: FL 1.351 (key tool when respondent income unknown)
     """
     _name = 'fl.discovery'
     _description = 'Discovery Item'
@@ -20,51 +25,419 @@ class FlDiscovery(models.Model):
     _order = 'served_date asc'
 
     case_id = fields.Many2one(
-        'fl.case', required=True, ondelete='cascade', index=True
+        'fl.case', required=True, ondelete='cascade', index=True,
+        string='Case'
     )
     discovery_type = fields.Selection([
         ('interrogatories', 'Interrogatories (FL 1.340)'),
-        ('production', 'Request for Production (FL 1.350)'),
+        ('production', 'Request for Production of Documents (FL 1.350)'),
         ('admissions', 'Request for Admissions (FL 1.370)'),
         ('subpoena', 'Subpoena — Third Party (FL 1.351)'),
-        ('deposition', 'Deposition (FL 1.310)'),
+        ('deposition', 'Deposition Notice (FL 1.310)'),
-    ], string='Discovery Type', required=True)
+    ], string='Discovery Type', required=True, tracking=True)
+
     directed_to = fields.Selection([
         ('petitioner', 'Petitioner'),
         ('respondent', 'Respondent'),
         ('third_party', 'Third Party'),
     ], string='Directed To', required=True)
+
     third_party_id = fields.Many2one(
-        'res.partner', string='Third Party'
+        'res.partner', string='Third Party',
+        help='Employer, bank, or other third party for subpoena'
     )
-    description = fields.Char(string='Description / Subject')
+    description = fields.Char(
-    served_date = fields.Date(string='Served Date')
+        string='Description / Subject',
+        help='e.g. "Interrogatories regarding income and employment" or '
+             '"Request for Production — bank statements 2022-2024"'
+    )
+
+    # ── Dates and Deadlines ───────────────────────────────────────────────────
+    served_date = fields.Date(string='Date Served', tracking=True)
     response_due_date = fields.Date(
         string='Response Due Date',
-        compute='_compute_response_due', store=True,
+        compute='_compute_response_due',
-        help='FL 1.340/1.350/1.370: 30 days to respond'
+        store=True,
+        help='30 days from service date (FL 1.340/1.350/1.370)'
     )
-    response_received_date = fields.Date(string='Response Received Date')
+    response_received_date = fields.Date(
-    response_complete = fields.Boolean(string='Response Complete')
+        string='Response Date Received', tracking=True
-    objections_raised = fields.Boolean(string='Objections Raised')
+    )
-    objection_detail = fields.Text(string='Objection Details')
+
-    deficiency_notice_sent = fields.Boolean(string='Deficiency Notice Sent')
+    # ── Tracking ──────────────────────────────────────────────────────────────
+    response_complete = fields.Boolean(
+        string='Response Complete / Adequate',
+        help='Mark True when you have received a complete, non-deficient response'
+    )
+    objections_raised = fields.Boolean(string='Objections Raised by Respondent')
+    objection_detail = fields.Text(
+        string='Objection Details',
+        help='Document specific objections raised: privilege, overbroad, '
+             'not reasonably calculated to lead to admissible evidence, etc.'
+    )
+    deficiency_notice_sent = fields.Boolean(
+        string='Deficiency Notice Sent',
+        help='A written notice identifying deficiencies was sent before Motion to Compel'
+    )
+    deficiency_notice_date = fields.Date(string='Deficiency Notice Date')
+
+    # ── Status ────────────────────────────────────────────────────────────────
     state = fields.Selection([
         ('draft', 'Drafting'),
-        ('served', 'Served'),
+        ('served', 'Served — Awaiting Response'),
         ('responded', 'Response Received'),
         ('deficient', 'Response Deficient'),
         ('compelled', 'Motion to Compel Filed'),
         ('complete', 'Complete'),
     ], string='Status', default='draft', tracking=True)
+
+    # ── Computed Status Fields ────────────────────────────────────────────────
+    is_overdue = fields.Boolean(
+        string='Response Overdue',
+        compute='_compute_overdue_status',
+        store=True
+    )
+    days_until_response = fields.Integer(
+        string='Days Until Response Due',
+        compute='_compute_overdue_status'
+    )
+    admissions_deemed = fields.Boolean(
+        string='Admissions Deemed Admitted',
+        compute='_compute_admissions_deemed',
+        store=True,
+        help='FL 1.370: If no response to Request for Admissions within 30 days, '
+             'each matter is AUTOMATICALLY deemed admitted'
+    )
+
+    # ── Motion to Compel ──────────────────────────────────────────────────────
+    motion_to_compel_filed = fields.Boolean(
+        string='Motion to Compel Filed (FL 1.380)'
+    )
+    motion_to_compel_date = fields.Date(string='Motion to Compel Date')
+    sanctions_requested = fields.Boolean(
+        string='Attorney Fees / Sanctions Requested',
+        help='FL 1.380(a)(4): If motion is granted, court shall award expenses. '
+             'If motion is denied, court may award expenses to the opposing party.'
+    )
+
+    # ── Subpoena-Specific ─────────────────────────────────────────────────────
+    subpoena_employer_flag = fields.Boolean(
+        string='Employer Subpoena',
+        compute='_compute_subpoena_employer_flag',
+        help='True when this is a subpoena directed to an employer for income records'
+    )
+
     notes = fields.Text(string='Notes')
 
+    # ══════════════════════════════════════════════════════════════════════════
+    # COMPUTED FIELDS
+    # ══════════════════════════════════════════════════════════════════════════
+
     @api.depends('served_date', 'discovery_type')
     def _compute_response_due(self):
         for rec in self:
-            if rec.served_date and rec.discovery_type != 'deposition':
+            if rec.served_date and rec.discovery_type in (
-                rec.response_due_date = (
+                'interrogatories', 'production', 'admissions'
-                    rec.served_date + relativedelta(days=30)
+            ):
-                )
+                rec.response_due_date = rec.served_date + relativedelta(days=30)
             else:
                 rec.response_due_date = False
+
+    @api.depends('response_due_date', 'state', 'response_received_date')
+    def _compute_overdue_status(self):
+        today = fields.Date.today()
+        for rec in self:
+            terminal_states = ('responded', 'complete')
+            if rec.state in terminal_states or not rec.response_due_date:
+                rec.is_overdue = False
+                rec.days_until_response = 0
+            else:
+                rec.days_until_response = (rec.response_due_date - today).days
+                rec.is_overdue = rec.response_due_date < today
+
+    @api.depends('discovery_type', 'response_due_date', 'response_received_date', 'state')
+    def _compute_admissions_deemed(self):
+        """
+        FL 1.370: Each matter in a Request for Admissions is AUTOMATICALLY
+        deemed admitted if no response within 30 days.
+        """
+        today = fields.Date.today()
+        for rec in self:
+            if (
+                rec.discovery_type == 'admissions'
+                and rec.response_due_date
+                and rec.response_due_date < today
+                and not rec.response_received_date
+                and rec.state not in ('responded', 'complete')
+            ):
+                rec.admissions_deemed = True
+            else:
+                rec.admissions_deemed = False
+
+    @api.depends('discovery_type', 'directed_to')
+    def _compute_subpoena_employer_flag(self):
+        for rec in self:
+            rec.subpoena_employer_flag = (
+                rec.discovery_type == 'subpoena'
+                and rec.third_party_id
+            )
+
+    # ══════════════════════════════════════════════════════════════════════════
+    # WORKFLOW ACTIONS
+    # ══════════════════════════════════════════════════════════════════════════
+
+    def action_mark_served(self):
+        """
+        Mark discovery as served.
+        Sets served_date to today and creates a deadline for the response.
+        """
+        if not self.served_date:
+            self.served_date = fields.Date.today()
+        self.write({'state': 'served'})
+
+        # Create response deadline in fl.deadline
+        if self.response_due_date:
+            type_label = dict(self._fields['discovery_type'].selection).get(
+                self.discovery_type, 'Discovery'
+            )
+            to_label = dict(self._fields['directed_to'].selection).get(
+                self.directed_to, ''
+            )
+            deadline_name = 'Response Due: {} to {} — {}'.format(
+                type_label, to_label, self.description or ''
+            )
+            self.env['fl.deadline'].create({
+                'case_id': self.case_id.id,
+                'name': deadline_name[:200],
+                'deadline_type': 'compliance',
+                'due_date': self.response_due_date,
+                'anchor_date': self.served_date,
+                'offset_days': 30,
+                'statute_reference': self._get_statute_ref(),
+                'notes': (
+                    'Discovery response deadline. If no response received, '
+                    'send deficiency notice, then file Motion to Compel (FL 1.380).'
+                ),
+            })
+
+        self.case_id.message_post(
+            body=(
+                '📬 <b>Discovery Served</b><br/>'
+                'Type: {}<br/>'
+                'Directed to: {}<br/>'
+                'Description: {}<br/>'
+                'Response due: {}'
+            ).format(
+                dict(self._fields['discovery_type'].selection).get(self.discovery_type, ''),
+                dict(self._fields['directed_to'].selection).get(self.directed_to, ''),
+                self.description or 'N/A',
+                self.response_due_date or 'N/A',
+            ),
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def action_mark_responded(self):
+        """Response received — set date if not already set."""
+        if not self.response_received_date:
+            self.response_received_date = fields.Date.today()
+        self.write({'state': 'responded'})
+
+    def action_flag_deficient(self):
+        """
+        Response received but is deficient (incomplete, evasive, objectionable).
+        Creates a deadline to send deficiency notice.
+        """
+        self.write({'state': 'deficient'})
+
+        # Create deadline: send deficiency notice within 10 days
+        notice_due = fields.Date.today() + relativedelta(days=10)
+        self.env['fl.deadline'].create({
+            'case_id': self.case_id.id,
+            'name': 'Send Deficiency Notice for {} (FL 1.380 prerequisite)'.format(
+                self.description or dict(self._fields['discovery_type'].selection).get(
+                    self.discovery_type, 'Discovery'
+                )
+            ),
+            'deadline_type': 'compliance',
+            'due_date': notice_due,
+            'statute_reference': (
+                'FL 1.380: Must demonstrate good-faith effort to resolve '
+                'before filing Motion to Compel. Send written deficiency notice.'
+            ),
+        })
+
+        self.case_id.message_post(
+            body=(
+                '⚠️ <b>Discovery Response Deficient</b><br/>'
+                '{} response from {} is incomplete or evasive.<br/><br/>'
+                '<b>Next Steps:</b><br/>'
+                '1. Send written deficiency notice ({}) — required before Motion to Compel<br/>'
+                '2. Allow 10-14 days for supplemental response<br/>'
+                '3. If no adequate response: file Motion to Compel (FL 1.380)'
+            ).format(
+                dict(self._fields['discovery_type'].selection).get(self.discovery_type, ''),
+                dict(self._fields['directed_to'].selection).get(self.directed_to, ''),
+                notice_due,
+            ),
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def action_file_motion_to_compel(self):
+        """
+        File Motion to Compel (FL 1.380).
+        Creates deadline and project task. Updates state to 'compelled'.
+        """
+        self.write({
+            'state': 'compelled',
+            'motion_to_compel_filed': True,
+            'motion_to_compel_date': fields.Date.today(),
+        })
+
+        # Deadline: file motion within 7 days
+        mtc_due = fields.Date.today() + relativedelta(days=7)
+        self.env['fl.deadline'].create({
+            'case_id': self.case_id.id,
+            'name': 'File Motion to Compel Discovery — {} (FL 1.380)'.format(
+                self.description or dict(self._fields['discovery_type'].selection).get(
+                    self.discovery_type, 'Discovery'
+                )
+            ),
+            'deadline_type': 'compliance',
+            'due_date': mtc_due,
+            'statute_reference': (
+                'FL 1.380 — Motion to Compel Discovery. '
+                'Include: certificate of good faith, deficiency notice copy, '
+                'request for sanctions under FL 1.380(a)(4).'
+            ),
+        })
+
+        if self.case_id.project_id:
+            self.env['project.task'].create({
+                'name': 'FILE: Motion to Compel — {} (FL 1.380)'.format(
+                    self.description or dict(self._fields['discovery_type'].selection).get(
+                        self.discovery_type, 'Discovery'
+                    )
+                ),
+                'project_id': self.case_id.project_id.id,
+                'description': (
+                    'File Motion to Compel for {} directed to {}.\n\n'
+                    'Required elements:\n'
+                    '1. Certificate of Good Faith (prior notice of deficiency)\n'
+                    '2. Copy of original discovery request\n'
+                    '3. Copy of deficiency notice sent\n'
+                    '4. Request for sanctions (attorney fees) under FL 1.380(a)(4)\n\n'
+                    'File with Miami-Dade Clerk and set hearing date.\n'
+                    'Deadline: {}'
+                ).format(
+                    dict(self._fields['discovery_type'].selection).get(
+                        self.discovery_type, 'discovery'
+                    ),
+                    dict(self._fields['directed_to'].selection).get(
+                        self.directed_to, ''
+                    ),
+                    mtc_due,
+                ),
+                'date_deadline': mtc_due,
+            })
+
+        self.case_id.message_post(
+            body=(
+                '⚖️ <b>Motion to Compel Filed (FL 1.380)</b><br/>'
+                'Discovery: {} — {}<br/>'
+                'Directed to: {}<br/>'
+                'Sanctions requested: {}'
+            ).format(
+                dict(self._fields['discovery_type'].selection).get(self.discovery_type, ''),
+                self.description or 'N/A',
+                dict(self._fields['directed_to'].selection).get(self.directed_to, ''),
+                '✅ Yes' if self.sanctions_requested else 'No',
+            ),
+            subtype_xmlid='mail.mt_note',
+        )
+
+    def action_mark_complete(self):
+        """Mark discovery item fully resolved."""
+        self.write({'state': 'complete', 'response_complete': True})
+
+    # ══════════════════════════════════════════════════════════════════════════
+    # HELPERS
+    # ══════════════════════════════════════════════════════════════════════════
+
+    def _get_statute_ref(self):
+        """Return the applicable statute reference for this discovery type."""
+        refs = {
+            'interrogatories': 'FL 1.340 — Interrogatories (30 days to respond)',
+            'production': 'FL 1.350 — Request for Production (30 days to respond)',
+            'admissions': (
+                'FL 1.370 — Request for Admissions (30 days to respond). '
+                'WARNING: Unanswered admissions are DEEMED ADMITTED automatically.'
+            ),
+            'subpoena': 'FL 1.351 — Subpoena for Documents from Third Party',
+            'deposition': 'FL 1.310 — Notice of Taking Deposition',
+        }
+        return refs.get(self.discovery_type, 'FL Rules of Civil Procedure')
+
+    # ══════════════════════════════════════════════════════════════════════════
+    # CRON: Daily Discovery Overdue Alerts
+    # ══════════════════════════════════════════════════════════════════════════
+
+    def _cron_discovery_overdue_alerts(self):
+        """
+        Run daily. Check for:
+        1. Overdue responses → post chatter alert
+        2. Deemed admissions (FL 1.370) → urgent chatter alert
+        """
+        today = fields.Date.today()
+
+        # Overdue responses
+        overdue = self.search([
+            ('state', 'in', ['served']),
+            ('response_due_date', '<', today),
+            ('is_overdue', '=', True),
+        ])
+        for item in overdue:
+            days_overdue = (today - item.response_due_date).days
+            item.case_id.message_post(
+                body=(
+                    '🔴 <b>Discovery Response OVERDUE ({} days)</b><br/>'
+                    'Type: {}<br/>'
+                    'Directed to: {}<br/>'
+                    'Description: {}<br/>'
+                    'Was due: {}<br/><br/>'
+                    '<b>Next Step:</b> Send deficiency notice, then '
+                    'consider Motion to Compel (FL 1.380).'
+                ).format(
+                    days_overdue,
+                    dict(item._fields['discovery_type'].selection).get(item.discovery_type, ''),
+                    dict(item._fields['directed_to'].selection).get(item.directed_to, ''),
+                    item.description or 'N/A',
+                    item.response_due_date,
+                ),
+                subtype_xmlid='mail.mt_note',
+            )
+            # Auto-update to served state stays but mark overdue flag is computed
+
+        # Deemed admissions (FL 1.370) — extra urgent alert
+        deemed = self.search([
+            ('discovery_type', '=', 'admissions'),
+            ('admissions_deemed', '=', True),
+            ('state', 'not in', ['responded', 'complete', 'compelled']),
+        ])
+        for item in deemed:
+            item.case_id.message_post(
+                body=(
+                    '<b>🚨 DEEMED ADMITTED — FL 1.370 CRITICAL ALERT</b><br/>'
+                    'A Request for Admissions directed to <b>{}</b> received NO response '
+                    'within 30 days.<br/>'
+                    '<b>Under FL 1.370, each matter is now AUTOMATICALLY DEEMED ADMITTED</b> '
+                    'and may be used against that party at hearing.<br/><br/>'
+                    'If you are the <b>responding party</b>: immediately file a Motion to '
+                    'Withdraw or Amend the Admissions (court has discretion to allow this '
+                    'if no prejudice to the requesting party).<br/><br/>'
+                    'If you are the <b>requesting party</b>: these deemed admissions are '
+                    'now established as facts for trial purposes.'
+                ).format(
+                    dict(item._fields['directed_to'].selection).get(item.directed_to, '')
+                ),
+                subtype_xmlid='mail.mt_note',
+            )

activeblue_familylaw/views/fl_deposition_views.xml

@@ -2,67 +2,234 @@
 <odoo>
     <data>
 
+        <!-- ══════════════════════════════════════════════════════
+             TREE VIEW
+        ══════════════════════════════════════════════════════ -->
         <record id="view_fl_deposition_tree" model="ir.ui.view">
             <field name="name">fl.deposition.tree</field>
             <field name="model">fl.deposition</field>
             <field name="arch" type="xml">
-                <tree string="Depositions">
+                <tree string="Depositions"
+                      decoration-danger="state == 'no_show'"
+                      decoration-success="state == 'completed'"
+                      decoration-muted="state in ('cancelled', 'rescheduled')"
+                      decoration-warning="state == 'noticed' and not notice_valid">
                     <field name="case_id"/>
                     <field name="deponent_id"/>
                     <field name="deponent_type"/>
                     <field name="notice_date"/>
                     <field name="scheduled_date"/>
-                    <field name="state"/>
+                    <field name="days_until_deposition" string="Days Away"
-                    <field name="duces_tecum"/>
+                           attrs="{'invisible': [('state', 'in', ['completed', 'cancelled'])]}"/>
-                    <field name="income_verified"/>
+                    <field name="notice_valid" string="Notice OK" optional="show"/>
+                    <field name="state" widget="badge"
+                           decoration-success="state == 'completed'"
+                           decoration-danger="state == 'no_show'"
+                           decoration-warning="state in ('noticed', 'draft')"
+                           decoration-info="state == 'confirmed'"/>
+                    <field name="duces_tecum" optional="show"/>
+                    <field name="income_verified" optional="show"/>
                 </tree>
             </field>
         </record>
 
+        <!-- ══════════════════════════════════════════════════════
+             FORM VIEW
+        ══════════════════════════════════════════════════════ -->
         <record id="view_fl_deposition_form" model="ir.ui.view">
             <field name="name">fl.deposition.form</field>
             <field name="model">fl.deposition</field>
             <field name="arch" type="xml">
                 <form string="Deposition">
                     <header>
-                        <field name="state" widget="statusbar"/>
+                        <button name="action_mark_noticed" string="Mark Notice Served"
+                                type="object" class="oe_highlight"
+                                attrs="{'invisible': [('state', '!=', 'draft')]}"/>
+                        <button name="action_confirm" string="Confirm"
+                                type="object"
+                                attrs="{'invisible': [('state', '!=', 'noticed')]}"/>
+                        <button name="action_mark_completed" string="Mark Completed"
+                                type="object" class="oe_highlight"
+                                attrs="{'invisible': [('state', 'not in', ['confirmed', 'noticed'])]}"/>
+                        <button name="action_no_show" string="Deponent No-Show"
+                                type="object"
+                                confirm="Mark this deponent as a no-show? This will trigger the Motion to Compel workflow."
+                                attrs="{'invisible': [('state', 'not in', ['confirmed', 'noticed'])]}"/>
+                        <button name="action_reschedule" string="Reschedule"
+                                type="object"
+                                attrs="{'invisible': [('state', 'not in', ['draft', 'noticed', 'confirmed'])]}"/>
+                        <button name="action_cancel" string="Cancel"
+                                type="object"
+                                confirm="Cancel this deposition?"
+                                attrs="{'invisible': [('state', 'in', ['completed', 'cancelled'])]}"/>
+                        <field name="state" widget="statusbar"
+                               statusbar_visible="draft,noticed,confirmed,completed"/>
                     </header>
                     <sheet>
+                        <!-- FL 1.310 Notice Alert -->
                         <div class="alert alert-info" role="alert">
-                            <strong>FL 1.310(b):</strong> Minimum <strong>10 days notice</strong>
+                            <strong>FL 1.310 Requirements:</strong>
-                            required before deposition.
+                            <span class="ml-2">Minimum <strong>10 days notice</strong> (b) | Maximum <strong>7 hours/day</strong> per deponent (d)</span>
-                            FL 1.310(d): Maximum <strong>7 hours</strong> per deponent per day.
                         </div>
+
+                        <!-- Notice validity warning -->
+                        <div class="alert alert-warning" role="alert"
+                             attrs="{'invisible': ['|', ('notice_valid', '=', True), ('notice_date', '=', False), ('scheduled_date', '=', False)]}">
+                            <strong>⚠️ INSUFFICIENT NOTICE</strong> —
+                            <field name="notice_warning" readonly="1" nolabel="1"/>
+                        </div>
+                        <div class="alert alert-success" role="alert"
+                             attrs="{'invisible': ['|', ('notice_valid', '=', False), ('notice_date', '=', False)]}">
+                            <field name="notice_warning" readonly="1" nolabel="1"/>
+                        </div>
+
+                        <!-- No-Show alert -->
+                        <div class="alert alert-danger" role="alert"
+                             attrs="{'invisible': [('state', '!=', 'no_show')]}">
+                            <strong>⚠️ DEPONENT NO-SHOW</strong> — File Motion to Compel
+                            Attendance (FL 1.380). Check the Deadlines tab for the deadline.
+                            You may also request sanctions under FL 1.380(b)(2).
+                        </div>
+
+                        <!-- Completed summary -->
+                        <div class="alert alert-success" role="alert"
+                             attrs="{'invisible': [('state', '!=', 'completed')]}">
+                            <strong>✅ Deposition Completed</strong>
+                            <span attrs="{'invisible': [('income_verified', '=', False)]}">
+                                — Income verified at
+                                <field name="income_verified_amount" readonly="1" nolabel="1"/> /month
+                            </span>
+                        </div>
+
                         <group>
-                            <group>
+                            <group string="Deponent">
                                 <field name="case_id"/>
                                 <field name="deponent_id"/>
                                 <field name="deponent_type"/>
+                            </group>
+                            <group string="Schedule (FL 1.310)">
                                 <field name="notice_date"/>
                                 <field name="scheduled_date"/>
-                            </group>
+                                <field name="days_notice" readonly="1"/>
-                            <group>
+                                <field name="days_until_deposition" readonly="1"/>
-                                <field name="location"/>
                                 <field name="max_duration_hours"/>
-                                <field name="duces_tecum"/>
                             </group>
                         </group>
-                        <group string="Results">
+
+                        <group>
+                            <group string="Location">
+                                <field name="location"/>
+                                <field name="court_reporter"/>
+                                <field name="calendar_event_id" readonly="1"
+                                       attrs="{'invisible': [('calendar_event_id', '=', False)]}"/>
+                            </group>
+                        </group>
+
+                        <!-- Duces Tecum -->
+                        <group string="Duces Tecum — Document Production Requirement">
+                            <field name="duces_tecum"/>
+                            <field name="duces_tecum_items"
+                                   attrs="{'invisible': [('duces_tecum', '=', False)], 'required': [('duces_tecum', '=', True)]}"
+                                   placeholder="List documents deponent must bring to the deposition:&#10;- Last 3 years federal/state tax returns&#10;- Last 6 months paystubs&#10;- All bank statements last 12 months&#10;- Business financial statements&#10;- Corporate tax returns&#10;- Quickbooks / accounting records"/>
+                        </group>
+
+                        <!-- Results (shown when completed) -->
+                        <group string="Results / Findings"
+                               attrs="{'invisible': [('state', 'not in', ['completed', 'no_show'])]}">
                             <field name="income_verified"/>
                             <field name="income_verified_amount"
                                    attrs="{'invisible': [('income_verified', '=', False)]}"/>
-                            <field name="key_findings"/>
+                            <field name="transcript_received"/>
                         </group>
-                        <field name="notes"/>
+
+                        <field name="key_findings"
+                               attrs="{'invisible': [('state', 'not in', ['completed'])]}"
+                               placeholder="Summarize key testimony: income figures, contradictions, admissions, document admissions..."/>
+
+                        <!-- Motion to Compel (no-show only) -->
+                        <group string="Motion to Compel (FL 1.380)"
+                               attrs="{'invisible': [('state', '!=', 'no_show')]}">
+                            <field name="motion_to_compel_filed"/>
+                            <field name="motion_to_compel_date"
+                                   attrs="{'invisible': [('motion_to_compel_filed', '=', False)]}"/>
+                            <field name="sanctions_requested"/>
+                        </group>
+
+                        <field name="notes" placeholder="Notes, preparation strategy, questions to ask..."/>
                     </sheet>
+                    <div class="oe_chatter">
+                        <field name="message_follower_ids"/>
+                        <field name="message_ids"/>
+                    </div>
                 </form>
             </field>
         </record>
 
+        <!-- ══════════════════════════════════════════════════════
+             CALENDAR VIEW
+        ══════════════════════════════════════════════════════ -->
+        <record id="view_fl_deposition_calendar" model="ir.ui.view">
+            <field name="name">fl.deposition.calendar</field>
+            <field name="model">fl.deposition</field>
+            <field name="arch" type="xml">
+                <calendar string="Deposition Calendar"
+                          date_start="scheduled_date"
+                          date_stop="scheduled_date"
+                          color="deponent_type"
+                          mode="month"
+                          quick_create="False">
+                    <field name="deponent_id"/>
+                    <field name="case_id"/>
+                    <field name="deponent_type"/>
+                    <field name="state"/>
+                    <field name="location"/>
+                </calendar>
+            </field>
+        </record>
+
+        <!-- ══════════════════════════════════════════════════════
+             SEARCH VIEW
+        ══════════════════════════════════════════════════════ -->
+        <record id="view_fl_deposition_search" model="ir.ui.view">
+            <field name="name">fl.deposition.search</field>
+            <field name="model">fl.deposition</field>
+            <field name="arch" type="xml">
+                <search string="Search Depositions">
+                    <field name="deponent_id"/>
+                    <field name="case_id"/>
+                    <field name="deponent_type"/>
+                    <filter string="Pending" name="filter_pending"
+                            domain="[('state', 'in', ['draft', 'noticed', 'confirmed'])]"/>
+                    <filter string="No-Show" name="filter_no_show"
+                            domain="[('state', '=', 'no_show')]"/>
+                    <filter string="Completed" name="filter_completed"
+                            domain="[('state', '=', 'completed')]"/>
+                    <filter string="Invalid Notice" name="filter_invalid"
+                            domain="[('notice_valid', '=', False), ('notice_date', '!=', False)]"/>
+                    <filter string="Duces Tecum" name="filter_duces"
+                            domain="[('duces_tecum', '=', True)]"/>
+                    <group string="Group By">
+                        <filter string="Case" name="group_case"
+                                context="{'group_by': 'case_id'}"/>
+                        <filter string="Status" name="group_state"
+                                context="{'group_by': 'state'}"/>
+                        <filter string="Deponent Type" name="group_type"
+                                context="{'group_by': 'deponent_type'}"/>
+                    </group>
+                </search>
+            </field>
+        </record>
+
+        <!-- ══════════════════════════════════════════════════════
+             ACTIONS
+        ══════════════════════════════════════════════════════ -->
         <record id="action_fl_deposition_list" model="ir.actions.act_window">
             <field name="name">Depositions</field>
             <field name="res_model">fl.deposition</field>
-            <field name="view_mode">tree,form</field>
+            <field name="view_mode">tree,calendar,form</field>
+            <field name="search_view_id" ref="view_fl_deposition_search"/>
+            <field name="domain">[('state', 'not in', ['cancelled'])]</field>
+            <field name="context">{'search_default_filter_pending': 1}</field>
         </record>
 
     </data>

activeblue_familylaw/views/fl_discovery_views.xml

@@ -2,65 +2,242 @@
 <odoo>
     <data>
 
+        <!-- ══════════════════════════════════════════════════════
+             TREE VIEW
+        ══════════════════════════════════════════════════════ -->
         <record id="view_fl_discovery_tree" model="ir.ui.view">
             <field name="name">fl.discovery.tree</field>
             <field name="model">fl.discovery</field>
             <field name="arch" type="xml">
-                <tree string="Discovery" decoration-danger="state == 'deficient'"
+                <tree string="Discovery"
-                      decoration-warning="state == 'served'">
+                      decoration-danger="is_overdue == True or admissions_deemed == True"
+                      decoration-warning="state == 'deficient'"
+                      decoration-success="state == 'complete'"
+                      decoration-muted="state == 'compelled'">
                     <field name="case_id"/>
                     <field name="discovery_type"/>
                     <field name="directed_to"/>
-                    <field name="third_party_id"/>
+                    <field name="third_party_id"
+                           attrs="{'invisible': [('directed_to', '!=', 'third_party')]}"/>
+                    <field name="description"/>
                     <field name="served_date"/>
                     <field name="response_due_date"/>
-                    <field name="response_complete"/>
+                    <field name="days_until_response" string="Days Left"
-                    <field name="state"/>
+                           attrs="{'invisible': [('state', 'in', ['draft', 'responded', 'complete'])]}"/>
+                    <field name="is_overdue" string="Overdue"/>
+                    <field name="admissions_deemed" string="Deemed Admitted" optional="show"/>
+                    <field name="state" widget="badge"
+                           decoration-danger="state in ('deficient', 'compelled')"
+                           decoration-warning="state == 'served'"
+                           decoration-success="state == 'complete'"
+                           decoration-muted="state == 'draft'"/>
+                    <button name="action_mark_served" string="Served" type="object"
+                            icon="fa-paper-plane"
+                            attrs="{'invisible': [('state', '!=', 'draft')]}"/>
+                    <button name="action_mark_responded" string="Responded" type="object"
+                            icon="fa-check"
+                            attrs="{'invisible': [('state', '!=', 'served')]}"/>
+                    <button name="action_file_motion_to_compel" string="Compel"
+                            type="object" icon="fa-gavel"
+                            attrs="{'invisible': [('state', 'not in', ['served', 'deficient'])]}"/>
                 </tree>
             </field>
         </record>
 
+        <!-- ══════════════════════════════════════════════════════
+             FORM VIEW
+        ══════════════════════════════════════════════════════ -->
         <record id="view_fl_discovery_form" model="ir.ui.view">
             <field name="name">fl.discovery.form</field>
             <field name="model">fl.discovery</field>
             <field name="arch" type="xml">
                 <form string="Discovery Item">
                     <header>
-                        <field name="state" widget="statusbar"/>
+                        <button name="action_mark_served" string="Mark Served"
+                                type="object" class="oe_highlight"
+                                attrs="{'invisible': [('state', '!=', 'draft')]}"/>
+                        <button name="action_mark_responded" string="Response Received"
+                                type="object"
+                                attrs="{'invisible': [('state', '!=', 'served')]}"/>
+                        <button name="action_flag_deficient" string="Flag Deficient"
+                                type="object"
+                                attrs="{'invisible': [('state', '!=', 'responded')]}"/>
+                        <button name="action_file_motion_to_compel"
+                                string="File Motion to Compel (FL 1.380)"
+                                type="object"
+                                attrs="{'invisible': [('state', 'not in', ['served', 'deficient'])]}"/>
+                        <button name="action_mark_complete" string="Mark Complete"
+                                type="object"
+                                attrs="{'invisible': [('state', 'in', ['draft', 'complete'])]}"/>
+                        <field name="state" widget="statusbar"
+                               statusbar_visible="draft,served,responded,complete"/>
                     </header>
                     <sheet>
+
+                        <!-- Deemed Admitted Alert (FL 1.370) — CRITICAL -->
+                        <div class="alert alert-danger" role="alert"
+                             attrs="{'invisible': [('admissions_deemed', '=', False)]}">
+                            <strong>🚨 FL 1.370 — ADMISSIONS DEEMED ADMITTED</strong><br/>
+                            No response was filed within 30 days. Each matter in this
+                            Request for Admissions is <strong>automatically deemed admitted</strong>
+                            and may be used as established facts at hearing.
+                            If you are the responding party, immediately file a
+                            <strong>Motion to Withdraw or Amend Admissions</strong>.
+                        </div>
+
+                        <!-- Overdue response alert -->
+                        <div class="alert alert-warning" role="alert"
+                             attrs="{'invisible': ['|', ('is_overdue', '=', False), ('admissions_deemed', '=', True)]}">
+                            <strong>⏰ Response OVERDUE</strong> — Was due
+                            <field name="response_due_date" readonly="1" nolabel="1"/>.
+                            Consider sending a deficiency notice, then filing
+                            Motion to Compel (FL 1.380).
+                        </div>
+
+                        <!-- Complete badge -->
+                        <div class="alert alert-success" role="alert"
+                             attrs="{'invisible': [('state', '!=', 'complete')]}">
+                            <strong>✅ Discovery Item Complete</strong>
+                        </div>
+
                         <group>
-                            <group>
+                            <group string="Discovery Details">
                                 <field name="case_id"/>
                                 <field name="discovery_type"/>
                                 <field name="directed_to"/>
                                 <field name="third_party_id"
-                                       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>