Files
famlaw/activeblue_familylaw/views/fl_efiling_views.xml
tocmo0nlord 6f6129550e Add FL e-Filing Portal integration (assisted submission, Phase 1)
- fl.efiling.submission: generates the 11th Circuit court filename
  ({LastName}_{CaseNumber}_{DocumentType}_{YYYYMMDD}.pdf), validates PDF/A via
  pikepdf (XMP pdfaid + OutputIntents, graceful if pikepdf missing), and tracks
  status (draft → validated → pending_manual → submitted → accepted/rejected/failed)
- Assisted flow: "Open e-Filing Portal" deep-links to eportal.flcourts.org
  (?caseNumber=… when available; base overridable via ir.config_parameter
  fl_efiling.portal_url); confirmation # capture; accepted/rejected mark the
  linked fl.document filed and log to chatter
- Phase 2 API stub (action_submit_api) reads creds/endpoint from ir.config_parameter
  and refuses to call an unconfirmed endpoint — no guessed URLs, no silent failure
- fl.efiling.wizard: pick document/attachment/filing_type, preview the filename,
  create + auto-validate the submission
- Wiring: model + wizard registered, ACL (admin/paralegal), e-filing views, Cases
  menu item, fl.case.efiling_submission_ids + Filings tab + Prepare e-Filing button

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-29 00:42:28 +00:00

164 lines
9.3 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<odoo>
<data>
<!-- ══════════════════════════════════════════════════════
SUBMISSION FORM
══════════════════════════════════════════════════════ -->
<record id="view_fl_efiling_submission_form" model="ir.ui.view">
<field name="name">fl.efiling.submission.form</field>
<field name="model">fl.efiling.submission</field>
<field name="arch" type="xml">
<form string="e-Filing Submission">
<header>
<button name="action_validate_pdfa" string="Validate PDF/A"
type="object" class="oe_highlight"
attrs="{'invisible': [('status', 'not in', ['draft','validated'])]}"/>
<button name="action_open_portal" string="Open e-Filing Portal"
type="object"
attrs="{'invisible': [('status', 'in', ['accepted','rejected'])]}"/>
<button name="action_record_confirmation" string="Mark Submitted"
type="object"
attrs="{'invisible': [('status', 'not in', ['pending_manual','validated','failed'])]}"/>
<button name="action_mark_accepted" string="Clerk Accepted"
type="object" class="oe_highlight"
attrs="{'invisible': [('status', '!=', 'submitted')]}"/>
<button name="action_mark_rejected" string="Clerk Rejected"
type="object"
attrs="{'invisible': [('status', '!=', 'submitted')]}"/>
<button name="action_submit_api" string="Submit via API"
type="object"
groups="activeblue_familylaw.group_admin"
attrs="{'invisible': [('status', 'in', ['accepted','rejected','submitted'])]}"/>
<field name="status" widget="statusbar"
statusbar_visible="draft,validated,pending_manual,submitted,accepted"/>
</header>
<sheet>
<div class="alert alert-success" role="alert"
attrs="{'invisible': [('pdfa_valid', '=', False)]}">
<strong>✅ PDF/A:</strong>
<field name="pdfa_message" readonly="1" nolabel="1" class="oe_inline"/>
</div>
<div class="alert alert-warning" role="alert"
attrs="{'invisible': ['|', ('pdfa_valid', '=', True), ('pdfa_message', '=', False)]}">
<strong>⚠️ PDF/A:</strong>
<field name="pdfa_message" readonly="1" nolabel="1" class="oe_inline"/>
</div>
<div class="oe_title">
<h1><field name="court_filename" readonly="1"/></h1>
</div>
<group>
<group>
<field name="case_id"/>
<field name="document_id"/>
<field name="attachment_id"/>
<field name="filing_type"/>
<field name="filing_date"/>
</group>
<group>
<field name="pdfa_valid" readonly="1"/>
<field name="confirmation_number"/>
<field name="portal_url" widget="url" readonly="1"/>
</group>
</group>
<field name="error_message" readonly="1"
attrs="{'invisible': [('error_message', '=', False)]}"/>
<separator string="Notes"/>
<field name="notes" nolabel="1"
placeholder="Clerk rejection reasons, filing remarks, etc."/>
</sheet>
<div class="oe_chatter">
<field name="message_follower_ids"/>
<field name="message_ids"/>
</div>
</form>
</field>
</record>
<!-- ══════════════════════════════════════════════════════
SUBMISSION TREE / SEARCH
══════════════════════════════════════════════════════ -->
<record id="view_fl_efiling_submission_tree" model="ir.ui.view">
<field name="name">fl.efiling.submission.tree</field>
<field name="model">fl.efiling.submission</field>
<field name="arch" type="xml">
<tree string="e-Filing Submissions"
decoration-success="status == 'accepted'"
decoration-danger="status in ('rejected','failed')"
decoration-info="status == 'submitted'">
<field name="court_filename"/>
<field name="case_id"/>
<field name="filing_type"/>
<field name="filing_date"/>
<field name="pdfa_valid"/>
<field name="confirmation_number"/>
<field name="status"/>
</tree>
</field>
</record>
<record id="view_fl_efiling_submission_search" model="ir.ui.view">
<field name="name">fl.efiling.submission.search</field>
<field name="model">fl.efiling.submission</field>
<field name="arch" type="xml">
<search string="Search e-Filings">
<field name="case_id"/>
<field name="court_filename"/>
<field name="confirmation_number"/>
<filter string="Pending Manual" name="pending"
domain="[('status', '=', 'pending_manual')]"/>
<filter string="Submitted" name="submitted"
domain="[('status', '=', 'submitted')]"/>
<filter string="Accepted" name="accepted"
domain="[('status', '=', 'accepted')]"/>
<filter string="Rejected / Failed" name="problem"
domain="[('status', 'in', ['rejected','failed'])]"/>
<group expand="0" string="Group By">
<filter string="Status" name="group_status"
context="{'group_by': 'status'}"/>
<filter string="Case" name="group_case"
context="{'group_by': 'case_id'}"/>
</group>
</search>
</field>
</record>
<record id="action_fl_efiling_list" model="ir.actions.act_window">
<field name="name">e-Filings</field>
<field name="res_model">fl.efiling.submission</field>
<field name="view_mode">tree,form</field>
<field name="search_view_id" ref="view_fl_efiling_submission_search"/>
</record>
<!-- ══════════════════════════════════════════════════════
WIZARD
══════════════════════════════════════════════════════ -->
<record id="view_fl_efiling_wizard_form" model="ir.ui.view">
<field name="name">fl.efiling.wizard.form</field>
<field name="model">fl.efiling.wizard</field>
<field name="arch" type="xml">
<form string="Prepare e-Filing">
<p class="text-muted">
Select the document and PDF to file. A court-compliant filename
will be generated; the submission record lets you validate PDF/A
and open the FL e-Filing Portal.
</p>
<group>
<field name="case_id" invisible="1"/>
<field name="document_id"/>
<field name="attachment_id"/>
<field name="filing_type"/>
<field name="court_filename_preview" readonly="1"/>
</group>
<footer>
<button name="action_create_submission" string="Create &amp; Prepare"
type="object" class="btn-primary"/>
<button string="Cancel" class="btn-secondary" special="cancel"/>
</footer>
</form>
</field>
</record>
</data>
</odoo>