famlaw/activeblue_familylaw/models/fl_paralegal_agent.py

import json
import logging

from odoo import _, models

from .fl_ai_engine import CLAUDE_MODEL

_logger = logging.getLogger(__name__)

# ─────────────────────────────────────────────────────────────────────────────
# Stage → procedural task batch (keyed by stage XML id, per the 5-stage machine
# in CLAUDE.md). Each entry: (task name, description, sequence).
# Task names are prefixed with the stage name at creation time, which also
# provides idempotency (a batch already generated for a stage is not duplicated).
# ─────────────────────────────────────────────────────────────────────────────
STAGE_TASK_BATCHES = {
    'activeblue_familylaw.fl_stage_intake': [
        ('Run conflict-of-interest check',
         'Screen all parties against other open cases before proceeding.', 10),
        ('Complete client intake questionnaire',
         'Collect parties, children, income, and case facts.', 20),
        ('Assess fee-waiver eligibility (FL 57.082)',
         'Check petitioner income vs 200% FPL; prepare FL-12.902(a) if eligible.', 30),
    ],
    'activeblue_familylaw.fl_stage_active': [
        ('Effect service of process',
         'Serve Summons + Petition; record the service date to start procedural clocks.', 10),
        ('Serve mandatory disclosure (FL-12.932)',
         'Exchange FL 12.285 mandatory disclosure within 45 days of service.', 20),
        ('Schedule initial hearings',
         'Calendar the case management conference and any temporary-relief hearings.', 30),
    ],
    'activeblue_familylaw.fl_stage_discovery': [
        ('Draft interrogatories',
         'Prepare written interrogatories directed to the opposing party.', 10),
        ('Draft requests for production',
         'Request financial and supporting documents.', 20),
        ('Schedule depositions',
         'Notice depositions where income or material facts are disputed.', 30),
    ],
    'activeblue_familylaw.fl_stage_pretrial': [
        ('Prepare pretrial statement',
         'Summarize stipulations, contested issues, and relief sought.', 10),
        ('Compile exhibit list',
         'List and pre-mark all trial exhibits.', 20),
        ('Compile witness list',
         'Identify and disclose all witnesses.', 30),
        ('Schedule mediation',
         'Confirm court-ordered mediation; separate rooms if DV flagged (FL 44.102).', 40),
    ],
    'activeblue_familylaw.fl_stage_closed': [
        ('Complete archive checklist',
         'Confirm the final order is filed and all documents are stored.', 10),
        ('Reconcile billing',
         'Finalize timesheet entries and issue the final invoice.', 20),
        ('Send file retention notice',
         'Notify the client of the file retention / destruction policy.', 30),
    ],
}

# Issue tag display name (data/fl_issue_tags.xml) → fl.statute category.
TAG_NAME_TO_STATUTE_CATEGORY = {
    'Modification Threshold': 'modification',
    'Income Imputation': 'child_support',
    'Self-Employment Income': 'child_support',
    'Timesharing Deviation': 'timesharing',
    'Domestic Violence': 'domestic_violence',
    'Fee Waiver / Indigent Status': 'fee_waiver',
    'Default Judgment': 'procedure',
    'Parenting Class Required': 'timesharing',
    'Residency Requirement': 'dissolution',
    'Post-Order / Income Withholding': 'enforcement',
    'Lifestyle Inconsistency': 'child_support',
    'Child Emancipation': 'modification',
    'Substantial Change in Circumstances': 'modification',
    'Alimony (2023 Reform)': 'alimony',
}

# Base statute category implied by case type (always cross-referenced).
CASE_TYPE_STATUTE_CATEGORY = {
    'modification': 'modification',
    'alimony_modification': 'alimony',
    'custody_modification': 'timesharing',
    'dissolution_children': 'dissolution',
    'dissolution_no_children': 'dissolution',
    'paternity': 'paternity',
}


class FlParalegalAgent(models.AbstractModel):
    """
    Paralegal AI agent — procedural intelligence.

    Two entry points:
      • on_stage_change(case)  — fast rule-based pass fired automatically when a
        case enters a new stage (and on case creation). No Claude call, so it
        never adds latency or blocks the workflow.
      • run_manual(case)       — full pass including a Claude-generated procedural
        briefing, fired on demand from the case form. Falls back to the
        rule-based summary when the API is unavailable.

    Both passes generate the stage task batch, recalculate procedural deadlines,
    cross-reference statutes for the case's active issue tags, post a chatter
    summary, and log non-billable AI audit time (when fl.timesheet exists).
    """
    _name = 'fl.paralegal.agent'
    _description = 'Paralegal AI Agent (procedural)'

    # ──────────────────────────────────────────────────────────────────────
    # Public entry points
    # ──────────────────────────────────────────────────────────────────────

    def on_stage_change(self, case):
        """Automatic rule-based pass for a stage entry. No Claude call."""
        tasks = self._generate_stage_tasks(case)
        self._recalculate_deadlines(case)
        statutes = self._cross_reference_statutes(case)
        self._post_summary(case, tasks, statutes, ai_narrative=None)
        self._log_ai_time(case, _('Paralegal stage pass: %s') % (
            case.stage_id.name or 'unknown'), ai_used=False)
        return tasks

    def run_manual(self, case):
        """Manual full pass including a best-effort Claude procedural briefing."""
        tasks = self._generate_stage_tasks(case)
        self._recalculate_deadlines(case)
        statutes = self._cross_reference_statutes(case)
        narrative = self._ai_procedural_summary(case, tasks, statutes)
        self._post_summary(case, tasks, statutes, ai_narrative=narrative)
        self._log_ai_time(case, _('Paralegal manual review (AI)'),
                          ai_used=bool(narrative))
        return tasks

    # ──────────────────────────────────────────────────────────────────────
    # Procedural building blocks (rule-based)
    # ──────────────────────────────────────────────────────────────────────

    def _generate_stage_tasks(self, case):
        """Create the current stage's task batch in the case project. Idempotent."""
        Task = self.env['project.task']
        if not case.stage_id or not case.project_id:
            return Task

        batch = None
        for xmlid, tasks in STAGE_TASK_BATCHES.items():
            stage = self.env.ref(xmlid, raise_if_not_found=False)
            if stage and stage.id == case.stage_id.id:
                batch = tasks
                break
        if not batch:
            return Task

        existing_names = set(Task.search([
            ('project_id', '=', case.project_id.id)
        ]).mapped('name'))

        created = Task
        for name, description, sequence in batch:
            prefixed = f'[{case.stage_id.name}] {name}'
            if prefixed in existing_names:
                continue
            created |= Task.create({
                'name': prefixed,
                'description': description,
                'project_id': case.project_id.id,
                'sequence': sequence,
            })
        return created

    def _recalculate_deadlines(self, case):
        """Regenerate filing- and service-anchored deadlines (both idempotent)."""
        Deadline = self.env['fl.deadline']
        Deadline.generate_deadlines_for_case(case)
        Deadline.recalculate_service_deadlines(case)

    def _cross_reference_statutes(self, case):
        """Find FL statutes relevant to the case's issue tags and case type."""
        categories = set()
        for tag in case.issue_tag_ids:
            cat = TAG_NAME_TO_STATUTE_CATEGORY.get(tag.name)
            if cat:
                categories.add(cat)
        base = CASE_TYPE_STATUTE_CATEGORY.get(case.case_type)
        if base:
            categories.add(base)
        if not categories:
            return self.env['fl.statute']
        return self.env['fl.statute'].search([
            ('active', '=', True),
            ('category', 'in', list(categories)),
        ])

    # ──────────────────────────────────────────────────────────────────────
    # Summary / chatter
    # ──────────────────────────────────────────────────────────────────────

    def _post_summary(self, case, tasks, statutes, ai_narrative=None):
        parts = ['<b>🧑‍⚖️ Paralegal Agent</b>',
                 self._rule_based_summary(case, tasks, statutes)]
        if ai_narrative:
            parts.append(
                '<hr/><b>Procedural briefing:</b><br/>'
                + ai_narrative.replace('\n', '<br/>')
            )
        case.message_post(
            body=''.join(f'<div>{p}</div>' for p in parts),
            subtype_xmlid='mail.mt_note',
        )

    def _rule_based_summary(self, case, tasks, statutes):
        lines = [_('Processed stage: <b>%s</b>.') % (case.stage_id.name or 'unknown')]
        if tasks:
            items = ''.join(f'<li>{t.name}</li>' for t in tasks)
            lines.append(_('Generated %d task(s):') % len(tasks) + f'<ul>{items}</ul>')
        else:
            lines.append(_('No new tasks (batch already present).'))
        if statutes:
            lines.append(
                _('Relevant statutes: %s.') % ', '.join(statutes.mapped('name'))
            )
        open_dl = case.deadline_ids.filtered(
            lambda d: not d.completed and not d.waived
        )
        if open_dl:
            lines.append(_('%(n)d open deadline(s); next: %(next)s.') % {
                'n': len(open_dl),
                'next': case.next_deadline_label or '—',
            })
        return '<br/>'.join(lines)

    # ──────────────────────────────────────────────────────────────────────
    # Claude procedural briefing (best-effort)
    # ──────────────────────────────────────────────────────────────────────

    def _ai_procedural_summary(self, case, tasks, statutes):
        """
        Generate a short procedural briefing via Claude. Returns plain text, or
        None on any failure (caller falls back to the rule-based summary).
        Never raises — AI must not block the workflow.
        """
        try:
            import anthropic
        except ImportError:
            return None

        api_key = self.env['ir.config_parameter'].sudo().get_param('fl_ai.claude_api_key')
        if not api_key:
            return None

        complexity = (
            case.latest_analysis_id.case_complexity
            or self.env['fl.ai.engine']._fallback_complexity(case)
        )
        open_dl = case.deadline_ids.filtered(
            lambda d: not d.completed and not d.waived
        )
        context = {
            'case_type': case.case_type,
            'stage': case.stage_id.name if case.stage_id else 'unknown',
            'complexity': complexity,
            'issue_tags': case.issue_tag_ids.mapped('name'),
            'open_deadlines': [
                {'name': d.name, 'due_date': str(d.due_date),
                 'statute': d.statute_reference or ''}
                for d in open_dl
            ],
            'tasks_just_generated': tasks.mapped('name'),
            'relevant_statutes': statutes.mapped('name'),
            'domestic_violence': case.domestic_violence_flag,
            'respondent_has_counsel': case.respondent_has_counsel,
        }

        system = (
            "You are a Florida family-law paralegal assistant for the 11th Judicial "
            "Circuit (Miami-Dade). You handle PROCEDURE, not legal advice. Given a "
            "case's current stage, open deadlines, generated tasks, and relevant "
            "statutes, write a concise procedural briefing for the legal team: what "
            "to do next, what deadlines are most urgent, and any procedural risks. "
            "Recommend attorney involvement when domestic violence, opposing counsel, "
            "or high complexity is present. Plain text only, under 200 words. Do not "
            "restate the input verbatim."
        )

        try:
            client = anthropic.Anthropic(api_key=api_key)
            message = client.messages.create(
                model=CLAUDE_MODEL,
                max_tokens=700,
                system=system,
                messages=[{
                    'role': 'user',
                    'content': (
                        'Case context:\n' + json.dumps(context, indent=2)
                        + '\n\nWrite the procedural briefing now.'
                    ),
                }],
            )
            return message.content[0].text.strip()
        except (anthropic.APIError, anthropic.APIConnectionError,
                anthropic.RateLimitError) as exc:
            _logger.warning("Paralegal agent AI briefing failed for case %s: %s",
                            case.id, exc)
            return None

    # ──────────────────────────────────────────────────────────────────────
    # Audit time logging (guarded — fl.timesheet not yet built)
    # ──────────────────────────────────────────────────────────────────────

    def _log_ai_time(self, case, note, ai_used):
        """Log a non-billable AI audit entry. No-op until fl.timesheet exists."""
        if 'fl.timesheet' not in self.env:
            return
        try:
            self.env['fl.timesheet'].create({
                'case_id': case.id,
                'name': note,
                'is_billable': False,
                'ai_agent': 'paralegal',
                'duration_hours': 0.05 if ai_used else 0.01,
            })
        except Exception as exc:  # never block on audit logging
            _logger.warning("Paralegal AI-time logging skipped for case %s: %s",
                            case.id, exc)