Commit Graph

3 Commits

Author SHA1 Message Date
b8ab8494c7 Migrate AI engine to Claude API; convert stage field to Many2one Kanban model
- Replace fl.case.stage Selection field with Many2one → fl.case.stage model,
  enabling Kanban grouping and dynamic stage management
- Add FlCaseStage model (sequence, fold, description) and fl_stage_data.xml
  with all 11 procedural stages seeded with noupdate=1
- Migrate fl_ai_engine.py from Ollama/llama3.1 to Claude API
  (claude-sonnet-4-20250514); key from ir.config_parameter fl_ai.claude_api_key
- Fix stale field references in _rule_based_tagging and _build_case_context:
  employment/income now read from party_ids, timesharing fields corrected
- Add _fallback_complexity() for graceful degradation when API unavailable
- Add Kanban view to fl_case_views.xml; update action view_mode to kanban,tree,form
- Add fl.case.stage ACL entries to ir.model.access.csv

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-28 17:45:26 +00:00
Carlos Garcia
928568374e Add complexity-driven discovery suggestion wizard
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>
2026-05-07 00:50:07 -05:00
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