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>
120 lines
7.2 KiB
XML
120 lines
7.2 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<odoo>
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<data>
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<!-- ══════════════════════════════════════════════════════
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FORM VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_conflict_check_form" model="ir.ui.view">
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<field name="name">fl.conflict.check.form</field>
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<field name="model">fl.conflict.check</field>
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<field name="arch" type="xml">
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<form string="Conflict of Interest Check">
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<header>
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<button name="action_override" string="Override Conflict"
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type="object" class="oe_highlight"
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confirm="Override this conflict of interest? This allows the case to advance past Intake. A justification is required."
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attrs="{'invisible': [('status', '!=', 'conflict')]}"
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groups="activeblue_familylaw.group_admin"/>
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<field name="status" widget="statusbar"
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statusbar_visible="clear,conflict,override"/>
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</header>
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<sheet>
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<div class="alert alert-success" role="alert"
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attrs="{'invisible': [('status', '!=', 'clear')]}">
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<strong>✅ CLEAR</strong> — No conflicting parties found on other open cases.
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</div>
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<div class="alert alert-danger" role="alert"
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attrs="{'invisible': [('status', '!=', 'conflict')]}">
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<strong>🚩 CONFLICT DETECTED</strong> — One or more parties match
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parties on other open cases. The case cannot advance past Intake
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until this is overridden by an administrator.
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</div>
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<div class="alert alert-warning" role="alert"
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attrs="{'invisible': [('status', '!=', 'override')]}">
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<strong>⚠ OVERRIDDEN</strong> — This conflict was overridden by
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<field name="override_user_id" readonly="1" nolabel="1" class="oe_inline"/>
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on <field name="override_date" readonly="1" nolabel="1" class="oe_inline"/>.
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</div>
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<group>
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<group>
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<field name="case_id"/>
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<field name="check_date"/>
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</group>
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<group>
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<field name="matched_case_ids" widget="many2many_tags"
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attrs="{'invisible': [('matched_case_ids', '=', [])]}"/>
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</group>
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</group>
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<separator string="Match Detail"/>
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<field name="match_detail" nolabel="1" readonly="1"/>
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<separator string="Override Justification"
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attrs="{'invisible': [('status', '=', 'clear')]}"/>
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<field name="override_justification" nolabel="1"
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placeholder="Required to override a conflict — explain why the firm may proceed despite the match."
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attrs="{'invisible': [('status', '=', 'clear')], 'readonly': [('status', '=', 'override')]}"/>
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</sheet>
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<div class="oe_chatter">
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<field name="message_follower_ids"/>
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<field name="message_ids"/>
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</div>
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</form>
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════
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TREE VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_conflict_check_tree" model="ir.ui.view">
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<field name="name">fl.conflict.check.tree</field>
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<field name="model">fl.conflict.check</field>
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<field name="arch" type="xml">
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<tree string="Conflict Checks"
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decoration-danger="status == 'conflict'"
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decoration-warning="status == 'override'"
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decoration-success="status == 'clear'">
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<field name="case_id"/>
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<field name="check_date"/>
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<field name="status"/>
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<field name="matched_case_ids" widget="many2many_tags"/>
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</tree>
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════
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SEARCH VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_conflict_check_search" model="ir.ui.view">
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<field name="name">fl.conflict.check.search</field>
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<field name="model">fl.conflict.check</field>
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<field name="arch" type="xml">
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<search string="Search Conflict Checks">
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<field name="case_id"/>
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<filter string="Conflicts" name="conflicts"
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domain="[('status', '=', 'conflict')]"/>
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<filter string="Overridden" name="overridden"
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domain="[('status', '=', 'override')]"/>
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<filter string="Clear" name="clear"
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domain="[('status', '=', 'clear')]"/>
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<group expand="0" string="Group By">
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<filter string="Status" name="group_status"
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context="{'group_by': 'status'}"/>
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</group>
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</search>
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════
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ACTION
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══════════════════════════════════════════════════════ -->
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<record id="action_fl_conflict_check_list" model="ir.actions.act_window">
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<field name="name">Conflict Checks</field>
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<field name="res_model">fl.conflict.check</field>
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<field name="view_mode">tree,form</field>
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<field name="search_view_id" ref="view_fl_conflict_check_search"/>
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<field name="context">{'search_default_conflicts': 1}</field>
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</record>
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</data>
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</odoo>
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