famlaw/activeblue_familylaw/wizard/fl_intake_wizard.py

import logging
from datetime import date

from odoo import api, fields, models, _

_logger = logging.getLogger(__name__)


class FlIntakeWizard(models.TransientModel):
    """
    Phase 7 — Full guided case creation wizard for paralegals/attorneys.

    Creates fl.party records (petitioner + optional respondent),
    fl.case record with all intake fields, triggers fee waiver check
    and AI analysis, then opens the new case form.
    """
    _name = 'fl.intake.wizard'
    _description = 'Family Law Case Intake Wizard'

    # ── Step 1: Case identity ────────────────────────────────────────────────

    case_type = fields.Selection([
        ('modification', 'Child Support Modification'),
        ('dissolution_children', 'Dissolution of Marriage — With Children'),
        ('dissolution_no_children', 'Dissolution of Marriage — No Children'),
        ('paternity', 'Paternity'),
        ('alimony_modification', 'Alimony Modification'),
        ('custody_modification', 'Timesharing / Custody Modification'),
    ], string='Case Type', required=True, default='modification')

    court_case_number = fields.Char(
        string='Court Case Number',
        help='Leave blank if not yet assigned'
    )

    # ── Step 2: Parties ──────────────────────────────────────────────────────

    # Petitioner
    petitioner_name = fields.Char(string='Petitioner Full Name', required=True)
    petitioner_email = fields.Char(string='Petitioner Email')
    petitioner_phone = fields.Char(string='Petitioner Phone')
    petitioner_address = fields.Char(string='Petitioner Street Address')
    petitioner_city = fields.Char(string='Petitioner City')
    petitioner_fl_resident_since = fields.Date(
        string='FL Resident Since',
        help='FL 61.021: Petitioner must be a FL resident for 6 months before filing'
    )

    # Respondent
    respondent_name = fields.Char(string='Respondent Full Name')
    respondent_has_counsel = fields.Boolean(
        string='Respondent Has Legal Counsel?',
        help='Affects attorney referral recommendation'
    )

    # ── Step 3: Children & Safety ────────────────────────────────────────────

    num_children = fields.Integer(
        string='Number of Minor Children', default=1,
        help='Children under 18 covered by this case'
    )
    domestic_violence_flag = fields.Boolean(
        string='History of Domestic Violence?',
        help='FL 44.102: Requires separate mediation rooms. '
             'Attorney referral is strongly recommended.'
    )
    income_imputation_concern = fields.Boolean(
        string='Income Imputation Concern?',
        help='Is one party voluntarily unemployed or underemployed?'
    )

    # ── Step 4: Financial Information ────────────────────────────────────────

    petitioner_monthly_gross = fields.Float(
        string='Petitioner Monthly Gross Income', digits=(10, 2)
    )
    respondent_monthly_gross = fields.Float(
        string='Respondent Monthly Gross Income', digits=(10, 2)
    )
    current_order_amount = fields.Float(
        string='Current Support Order Amount ($/month)',
        help='0 if no existing order',
        digits=(10, 2)
    )
    household_size = fields.Integer(
        string='Household Size (petitioner)', default=3,
        help='Used for fee waiver eligibility (FL 57.082)'
    )

    # ── Step 5: Options ──────────────────────────────────────────────────────

    fee_waiver_request = fields.Boolean(
        string='Request Fee Waiver? (FL 57.082)',
        help='System will check eligibility based on income'
    )
    run_ai_analysis = fields.Boolean(
        string='Run AI Case Analysis?',
        default=True,
        help='Automatically analyze the case using Ollama AI engine'
    )
    notes = fields.Text(string='Additional Notes / Case Summary')

    # ── Computed helpers ─────────────────────────────────────────────────────

    residency_warning = fields.Char(
        string='Residency Status',
        compute='_compute_residency_warning'
    )

    @api.depends('petitioner_fl_resident_since')
    def _compute_residency_warning(self):
        for rec in self:
            if rec.petitioner_fl_resident_since:
                days = (date.today() - rec.petitioner_fl_resident_since).days
                if days < 180:
                    remaining = 180 - days
                    rec.residency_warning = (
                        f'⚠ Only {days} days as FL resident — '
                        f'{remaining} more days needed (FL 61.021)'
                    )
                else:
                    rec.residency_warning = f'✓ {days} days — Residency requirement met (FL 61.021)'
            else:
                rec.residency_warning = ''

    # ── Action ───────────────────────────────────────────────────────────────

    def action_create_case(self):
        """
        Create partner → party → case chain from wizard data.
        Mirrors the portal intake_submit logic but for authenticated users.
        """
        self.ensure_one()

        petitioner_name = (self.petitioner_name or '').strip()
        respondent_name = (self.respondent_name or '').strip()

        # --- Petitioner partner ---
        domain = []
        if self.petitioner_email:
            domain = [('email', '=', self.petitioner_email)]
        else:
            domain = [('name', '=', petitioner_name)]

        petitioner_partner = self.env['res.partner'].search(domain, limit=1)
        if not petitioner_partner:
            vals = {
                'name': petitioner_name,
                'is_company': False,
            }
            if self.petitioner_email:
                vals['email'] = self.petitioner_email
            if self.petitioner_phone:
                vals['phone'] = self.petitioner_phone
            if self.petitioner_address:
                vals['street'] = self.petitioner_address
            if self.petitioner_city:
                vals['city'] = self.petitioner_city
            try:
                vals['state_id'] = self.env.ref('base.state_us_10').id  # Florida
                vals['country_id'] = self.env.ref('base.us').id
            except Exception:
                pass
            petitioner_partner = self.env['res.partner'].create(vals)

        # --- Respondent partner ---
        respondent_partner = False
        if respondent_name:
            respondent_partner = self.env['res.partner'].search(
                [('name', '=', respondent_name)], limit=1
            )
            if not respondent_partner:
                respondent_partner = self.env['res.partner'].create({
                    'name': respondent_name,
                    'is_company': False,
                })

        # --- Petitioner fl.party ---
        petitioner_party = self.env['fl.party'].search(
            [('partner_id', '=', petitioner_partner.id)], limit=1
        )
        if not petitioner_party:
            party_vals = {
                'name': petitioner_name,
                'partner_id': petitioner_partner.id,
                'employment_status': 'employed',
                'monthly_gross_income': self.petitioner_monthly_gross,
            }
            if self.petitioner_email:
                party_vals['email'] = self.petitioner_email
            petitioner_party = self.env['fl.party'].create(party_vals)
        elif self.petitioner_monthly_gross:
            petitioner_party.write({'monthly_gross_income': self.petitioner_monthly_gross})

        # --- Respondent fl.party ---
        respondent_party = False
        if respondent_partner:
            respondent_party = self.env['fl.party'].search(
                [('partner_id', '=', respondent_partner.id)], limit=1
            )
            if not respondent_party:
                respondent_party = self.env['fl.party'].create({
                    'name': respondent_name,
                    'partner_id': respondent_partner.id,
                    'monthly_gross_income': self.respondent_monthly_gross,
                })
            elif self.respondent_monthly_gross:
                respondent_party.write({'monthly_gross_income': self.respondent_monthly_gross})

        # --- Residency check ---
        filing_date = date.today()
        residency_ok = True
        if self.petitioner_fl_resident_since:
            days = (filing_date - self.petitioner_fl_resident_since).days
            residency_ok = days >= 180

        # --- Create fl.case ---
        case_vals = {
            'case_type': self.case_type,
            'petitioner_id': petitioner_party.id,
            'respondent_id': respondent_party.id if respondent_party else False,
            'court_case_number': self.court_case_number or False,
            'domestic_violence_flag': self.domestic_violence_flag,
            'respondent_has_counsel': self.respondent_has_counsel,
            'current_order_amount': self.current_order_amount,
            'filing_date': filing_date,
            'residency_requirement_met': residency_ok,
            'household_size': self.household_size,
        }
        if self.petitioner_fl_resident_since:
            case_vals['petitioner_fl_resident_since'] = self.petitioner_fl_resident_since
        if self.notes:
            case_vals['description'] = self.notes

        case = self.env['fl.case'].create(case_vals)

        # --- Fee waiver check ---
        if self.fee_waiver_request:
            fwv = self.env['fl.fee.waiver'].search(
                [('case_id', '=', case.id)], limit=1
            )
            if not fwv:
                # Create a fee waiver record manually
                self.env['fl.fee.waiver'].create({'case_id': case.id})

        # --- AI analysis ---
        if self.run_ai_analysis:
            try:
                self.env['fl.ai.engine'].analyze_case(case.id)
            except Exception as e:
                _logger.warning(
                    'Intake wizard: AI analysis failed for case %s: %s', case.id, e
                )
                case.message_post(
                    body=f'⚠ AI analysis could not run automatically: {e}',
                    subtype_xmlid='mail.mt_note',
                )

        return {
            'type': 'ir.actions.act_window',
            'name': _('New Case'),
            'res_model': 'fl.case',
            'res_id': case.id,
            'view_mode': 'form',
            'target': 'current',
        }