Commit Graph

3 Commits

Author SHA1 Message Date
70c951a7ef Add timesheet / AI-audit time tracking (wraps account.analytic.line)
- 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>
2026-05-29 00:26:00 +00:00
7bc0cc8554 Add conflict-of-interest check engine; gate stage advancement at Intake
- 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>
2026-05-28 18:19:32 +00:00
Carlos Garcia
1d52d85a78 Phase 1: core models, security, seed data, and backend views
Implements full Phase 1 of the activeblue_familylaw Odoo 18 module:
- 17 Python models (fl.case, fl.party, fl.child, fl.support.calculation,
  fl.fee.waiver, fl.income.withholding, fl.deadline, fl.hearing,
  fl.deposition, fl.discovery, fl.document, fl.caselaw, fl.analysis,
  fl.ai.engine, fl.argument, fl.statute, fl.issue.tag) + hr.expense extension
- 3 wizard stubs (intake, analysis, generate-packet)
- Security: 4 groups (admin/paralegal/portal-petitioner/portal-respondent)
  + record rules scoping portal users to their own cases
- Seed data: issue tags, FL statutes, FL DCF support schedule, ir.sequence
- 13 backend view XML files with FL 61.30 worksheet, fee waiver
  eligibility banner, DV safety resources, emancipation alerts
- Static CSS/JS stubs for Phase 6 portal

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-04 18:52:04 -04:00