- fl.efiling.submission: generates the 11th Circuit court filename
({LastName}_{CaseNumber}_{DocumentType}_{YYYYMMDD}.pdf), validates PDF/A via
pikepdf (XMP pdfaid + OutputIntents, graceful if pikepdf missing), and tracks
status (draft → validated → pending_manual → submitted → accepted/rejected/failed)
- Assisted flow: "Open e-Filing Portal" deep-links to eportal.flcourts.org
(?caseNumber=… when available; base overridable via ir.config_parameter
fl_efiling.portal_url); confirmation # capture; accepted/rejected mark the
linked fl.document filed and log to chatter
- Phase 2 API stub (action_submit_api) reads creds/endpoint from ir.config_parameter
and refuses to call an unconfirmed endpoint — no guessed URLs, no silent failure
- fl.efiling.wizard: pick document/attachment/filing_type, preview the filename,
create + auto-validate the submission
- Wiring: model + wizard registered, ACL (admin/paralegal), e-filing views, Cases
menu item, fl.case.efiling_submission_ids + Filings tab + Prepare e-Filing button
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>