- fl.timesheet via delegation inheritance on account.analytic.line so billable
hours flow through standard Odoo Accounting; duration_hours maps to unit_amount
- Fields: case_id, employee_id, is_billable, ai_agent, duration_hours, computed
hourly_rate/billable_amount (rate from hr.employee.fl_hourly_rate, else firm
default ir.config_parameter fl_timesheet.default_hourly_rate)
- _resolve_analytic_account: prefers the case project's analytic account
(version-agnostic field lookup), falls back to a cached firm account under any
available analytic plan — handles the required account_id on the wrapped line
- Add 'analytic' to manifest depends; ACL for fl.timesheet and account.analytic.line
(admin + paralegal) so non-admins can post entries
- fl.case: timesheet_ids + total_billable_hours/amount + total_ai_audit_hours +
currency_id; new Time & Billing tab; Timesheets menu + standalone views
- Both AI agents now log non-billable audit entries via sudo() (paralegal +
attorney, ai_agent set); logging stays a guarded no-op if creation fails
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Stage alignment:
- Replace the 11 procedural stages with the spec's 5-stage machine
(Intake/Active/Discovery/Pre-Trial/Closed); only Closed is folded
- Make fl_stage_data.xml updatable (drop noupdate) so the rename applies on
upgrade; keep fl_stage_intake/discovery/closed XML ids
- Update case search filters to the new stage names (Intake/Active/Discovery/Pre-Trial)
Issue-tag bug fix (fl_ai_engine):
- Rule-based tagging and caselaw matching compared snake_case keys against the
human-readable seeded tag names, so they never matched and issue_tag_ids was
never populated. Add RULE_KEY_TO_TAG_NAME and translate keys to real names
before all fl.issue.tag / fl.caselaw lookups
Paralegal agent (fl.paralegal.agent, AbstractModel):
- on_stage_change(): fast rule-based pass fired automatically on stage entry and
case creation — generates the stage task batch (idempotent), recalculates
filing/service deadlines, cross-references statutes by issue tag + case type,
posts a chatter summary. No Claude call, so it never blocks the workflow
- run_manual(): full pass adding a best-effort Claude procedural briefing with
rule-based fallback; wired to a "Paralegal Review" button on the case form
- AI audit-time logging is guarded behind a fl.timesheet existence check
(model not built yet)
- fl.case.write fires on_stage_change only when stage_id actually changes;
create() generates the Intake batch
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
