tocmo0nlord
7bc0cc8554
- 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>
216 lines
8.6 KiB
Python
216 lines
8.6 KiB
Python
import difflib
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import logging
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from odoo import _, api, fields, models
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from odoo.exceptions import UserError
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_logger = logging.getLogger(__name__)
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# Fuzzy name-match threshold (difflib.SequenceMatcher ratio). Per spec.
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FUZZY_THRESHOLD = 0.85
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class FlConflictCheck(models.Model):
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_name = 'fl.conflict.check'
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_description = 'Conflict of Interest Check'
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_inherit = ['mail.thread']
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_order = 'create_date desc'
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_rec_name = 'name'
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name = fields.Char(
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string='Reference', compute='_compute_name', store=True
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)
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case_id = fields.Many2one(
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'fl.case', string='Case', required=True,
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ondelete='cascade', index=True
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)
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check_date = fields.Datetime(
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string='Check Date', default=fields.Datetime.now, readonly=True
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)
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status = fields.Selection([
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('clear', 'Clear — No Conflict'),
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('conflict', 'Conflict Detected'),
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('override', 'Conflict Overridden'),
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], string='Status', default='clear', required=True, tracking=True)
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matched_case_ids = fields.Many2many(
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'fl.case', 'fl_conflict_check_matched_case_rel',
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'conflict_id', 'matched_case_id',
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string='Conflicting Cases'
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)
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match_detail = fields.Text(string='Match Detail', readonly=True)
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# ── Override (group_admin only) ────────────────────────────────────────
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override_justification = fields.Text(
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string='Override Justification',
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help='Written justification required to override a detected conflict.'
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)
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override_user_id = fields.Many2one(
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'res.users', string='Overridden By', readonly=True
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)
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override_date = fields.Datetime(string='Override Date', readonly=True)
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@api.depends('case_id', 'case_id.name')
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def _compute_name(self):
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for rec in self:
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rec.name = _('Conflict Check — %s') % (rec.case_id.name or _('New'))
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# ──────────────────────────────────────────────────────────────────────
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# Engine
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# ──────────────────────────────────────────────────────────────────────
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@api.model
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def run_check(self, case):
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"""
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Run a conflict-of-interest screen for the given case.
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Creates and returns an fl.conflict.check record, sets
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case.conflict_check_passed and links the latest check.
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Never silently passes a conflict — always surfaces it to chatter.
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"""
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names = self._collect_party_names(case)
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matches = self._find_conflicts(case, names)
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check = self.create({
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'case_id': case.id,
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'status': 'conflict' if matches else 'clear',
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'matched_case_ids': (
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[(6, 0, list({m['case_id'] for m in matches}))] if matches else False
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),
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'match_detail': (
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self._format_matches(matches) if matches else 'No conflicts found.'
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),
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})
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case.conflict_check_id = check.id
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if matches:
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case.conflict_check_passed = False
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case.message_post(
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body=(
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'<div style="background:#f8d7da;border:2px solid #dc3545;'
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'padding:12px;border-radius:4px;">'
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'<h4 style="color:#721c24;margin:0 0 8px 0;">'
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'🚩 CONFLICT OF INTEREST DETECTED</h4>'
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'<p>One or more parties on this case match parties on other '
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'open cases. This case <b>cannot advance past Intake</b> until '
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'the conflict is resolved or overridden by an administrator.</p>'
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'<pre style="white-space:pre-wrap;margin:0;">'
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f'{self._format_matches(matches)}</pre>'
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'</div>'
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),
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subtype_xmlid='mail.mt_comment',
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)
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else:
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case.conflict_check_passed = True
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case.message_post(
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body='✅ Conflict-of-interest check clear — no matching parties on other open cases.',
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subtype_xmlid='mail.mt_note',
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)
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_logger.info(
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"FL Conflict Check: case %s → %s (%d match(es))",
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case.id, check.status, len(matches)
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)
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return check
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def _collect_party_names(self, case):
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"""
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Collect (partner_id, name, role_label) tuples for every party on a case.
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Pulls from petitioner_id, respondent_id, and party_ids — deduplicated by
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partner. Drops entries with no name.
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"""
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entries = []
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seen = set()
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def _add(partner, role_label):
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if partner and partner.id not in seen and partner.name:
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entries.append((partner.id, partner.name, role_label))
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seen.add(partner.id)
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_add(case.petitioner_id, 'Petitioner')
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_add(case.respondent_id, 'Respondent')
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for party in case.party_ids:
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role_label = dict(party._fields['role'].selection).get(party.role, '')
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_add(party.partner_id, role_label)
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return entries
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def _find_conflicts(self, case, names):
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"""
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Compare this case's party names against parties on other open cases.
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Exact partner-id match OR fuzzy name match (>= FUZZY_THRESHOLD) flags a
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conflict. Folded stages (Closed, Referred to Attorney) are treated as
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not-open and skipped. Returns a list of match dicts.
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"""
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if not names:
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return []
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other_cases = self.env['fl.case'].search([
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('id', '!=', case.id),
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('active', '=', True),
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])
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matches = []
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for other in other_cases:
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if other.stage_id and other.stage_id.fold:
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continue
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other_names = self._collect_party_names(other)
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for pid, pname, prole in names:
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for opid, opname, oprole in other_names:
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if pid == opid:
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ratio = 1.0
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else:
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ratio = difflib.SequenceMatcher(
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None,
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(pname or '').lower().strip(),
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(opname or '').lower().strip(),
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).ratio()
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if ratio >= FUZZY_THRESHOLD:
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matches.append({
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'case_id': other.id,
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'case_ref': other.name,
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'new_party': f'{pname} ({prole})',
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'existing_party': f'{opname} ({oprole})',
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'score': round(ratio, 2),
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})
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return matches
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def _format_matches(self, matches):
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lines = []
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for m in matches:
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lines.append(
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f"• {m['new_party']} ↔ {m['existing_party']} "
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f"on case {m['case_ref']} (similarity {m['score']:.0%})"
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)
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return '\n'.join(lines)
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# ──────────────────────────────────────────────────────────────────────
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# Actions
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# ──────────────────────────────────────────────────────────────────────
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def action_override(self):
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"""Manager-only override of a detected conflict. Requires justification."""
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self.ensure_one()
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if not self.env.user.has_group('activeblue_familylaw.group_admin'):
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raise UserError(_(
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'Only a Family Law Administrator can override a conflict of interest.'
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))
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if not (self.override_justification or '').strip():
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raise UserError(_(
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'A written justification is required to override a conflict.'
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))
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self.write({
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'status': 'override',
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'override_user_id': self.env.user.id,
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'override_date': fields.Datetime.now(),
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})
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self.case_id.conflict_check_passed = True
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self.case_id.message_post(
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body=(
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f'<strong>⚠ CONFLICT OVERRIDE</strong> authorized by '
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f'{self.env.user.name}.<br/>'
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f'<b>Justification:</b> {self.override_justification}'
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),
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subtype_xmlid='mail.mt_comment',
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)
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return True
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