fl_discovery_suggest_wizard.py:
- fl.discovery.suggest.wizard: reads case complexity (AI analysis or
rule-based fallback), case type, issue_tag_ids, and flags
(domestic_violence_flag, respondent_has_counsel, income_imputation_concern)
to build a pre-checked list of relevant discovery items
- fl.discovery.suggest.line: one row per suggested item with type,
directed_to, description, rationale, trigger badge, and min complexity
- 50+ templates across 10 trigger categories: base, modification,
dissolution, paternity, alimony, custody, imputation (Barner v. Barner),
self_employment, domestic_violence, respondent_counsel, complex_only
- action_create_selected: creates fl.discovery records (draft) and posts
a chatter summary with all created items; bound to fl.case form
fl_case.py:
- Add issue_tag_ids Many2many(fl.issue.tag) — field referenced by AI
engine rule-tagging but not previously declared on the model
fl_discovery_suggest_views.xml:
- Wizard form: complexity badge, alert box explaining level, editable
suggestion list with trigger/type/description/rationale columns
- Action bound to fl.case form via binding_model_id
- Inherits fl.case form to add issue_tag_ids widget to AI tab
ir.model.access.csv: access rows for both new wizard models
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
fl_intake_wizard.py:
- Full multi-step intake: parties, income, children, DV flag, fee
waiver, AI analysis option
- Creates res.partner → fl.party → fl.case chain (mirrors portal)
- Triggers fee waiver record creation and Ollama AI analysis
- Residency warning computed field (FL 61.021 — 6-month check)
fl_generate_packet_wizard.py:
- Generates selected documents as PDFs via _render_qweb_pdf
- Handles 4 binding models: fl.case, fl.party, fl.fee.waiver,
fl.support.calculation, fl.income.withholding
- Attaches generated PDFs to case chatter with summary note
- Bound to fl.case form as an action button
fl_analysis_wizard.py:
- Checks for recent analysis (<24h) before running new one
- force_reanalysis flag bypasses the lock
- Shows last analysis age label in form; opens result as dialog
- Bound to fl.case form as an action button
fl_case.py:
- _CASE_TASK_TEMPLATES: standard task lists for 6 case types
- _generate_case_tasks(): creates project.task records from templates
- Called automatically from _create_case_project on case creation
fl_wizard_views.xml:
- Form views for all 3 wizards with inline help text
- Packet wizard bound to fl.case form via binding_model_id
data/case_task_templates.xml:
- ir.config_parameter records for Ollama URL, model, deadline days,
mandatory disclosure days, AI lockout hours — all admin-configurable
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
