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>
- New fl.conflict.check model: screens petitioner/respondent/party_ids names
against parties on other open cases (exact partner match + difflib fuzzy
match at 0.85 threshold); skips folded/closed stages
- Runs automatically as the first action in fl.case.create; logs conflicts to
chatter with matched-case detail and never silently passes
- fl.case gains conflict_check_passed/conflict_check_id/conflict_check_ids;
write() blocks advancing stage_id past Intake until the check passes
- Admin-only action_override requires a written justification, stamps user/date,
and flips conflict_check_passed True with a chatter audit entry
- Add conflict check form/tree/search views, action, Cases sub-menu item,
case form banner + Run Conflict Check button, and Kanban conflict badge
- ACL entries for fl.conflict.check (admin full, paralegal no-delete)
- Finish Claude migration cleanup in fl_analysis.py (model_used default,
docstring/help text)
- Add .gitignore for Python artifacts
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
