tocmo0nlord 23c54b1b9f Align case stages to 5-stage spec and add Paralegal AI agent
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>
2026-05-28 19:12:53 +00:00
Description
No description provided
708 KiB
Languages
Python 91.9%
JavaScript 5.6%
CSS 2.5%