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>
477 lines
30 KiB
XML
477 lines
30 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_case_form" model="ir.ui.view">
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<field name="name">fl.case.form</field>
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<field name="model">fl.case</field>
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<field name="arch" type="xml">
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<form string="Family Law Case">
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<header>
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<field name="stage_id" widget="statusbar" options="{'clickable': '1'}"/>
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<button name="action_run_ai_analysis" string="Run AI Analysis"
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type="object" class="oe_highlight"
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groups="activeblue_familylaw.group_admin,activeblue_familylaw.group_paralegal"/>
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<button name="action_open_support_calculator" string="Open Calculator"
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type="object"
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attrs="{'invisible': [('case_type', 'not in', ['modification','dissolution_children','paternity','custody_modification'])]}"/>
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<button name="action_run_conflict_check" string="Run Conflict Check"
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type="object"
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groups="activeblue_familylaw.group_admin,activeblue_familylaw.group_paralegal"/>
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</header>
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<!-- Attorney Referral Banner -->
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<div class="alert alert-danger" role="alert"
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attrs="{'invisible': [('attorney_referral_flag', '=', False)]}">
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<strong>⚠️ ATTORNEY REFERRAL RECOMMENDED</strong>
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— This case has been flagged as complex or high-risk for pro se representation.
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Strongly consider consulting with a family law attorney.
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<br/>Legal Services of Greater Miami: (305) 576-0080
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</div>
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<!-- Conflict of Interest Banner -->
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<div class="alert alert-danger" role="alert"
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attrs="{'invisible': ['|', ('conflict_check_passed', '=', True), ('conflict_check_id', '=', False)]}">
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<strong>🚩 CONFLICT OF INTEREST — UNRESOLVED</strong>
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— A conflict check has flagged matching parties on other open cases.
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This case cannot advance past Intake until the conflict is overridden by an administrator.
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Open the
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<button name="action_run_conflict_check" type="object"
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class="btn btn-link p-0 align-baseline" string="conflict check"/>
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for details.
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</div>
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<!-- DV Safety Note -->
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<field name="dv_safety_note" widget="html"
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attrs="{'invisible': [('domestic_violence_flag', '=', False)]}"/>
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<sheet>
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<div class="oe_button_box" name="button_box">
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<button class="oe_stat_button" type="object"
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name="action_view_tasks" icon="fa-tasks">
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<field string="Tasks" name="task_count" widget="statinfo"/>
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</button>
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<button class="oe_stat_button" type="object"
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name="action_open_support_calculator" icon="fa-calculator"
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attrs="{'invisible': [('case_type', 'not in', ['modification','dissolution_children','paternity','custody_modification'])]}">
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<span class="o_stat_text">Calculator</span>
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</button>
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</div>
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<div class="oe_title">
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<h1>
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<field name="name" readonly="1"/>
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</h1>
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<h2>
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<field name="case_type" options="{'no_create': True}"/>
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</h2>
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</div>
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<group>
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<group string="Case Identity">
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<field name="court_case_number"
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placeholder="e.g. 2025-DR-012345-01"/>
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<field name="circuit"/>
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<field name="county"/>
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<field name="division"/>
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<field name="judge_id"/>
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</group>
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<group string="Key Dates">
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<field name="filing_date"/>
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<field name="service_date"/>
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<field name="last_order_date"
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attrs="{'invisible': [('case_type', 'not in', ['modification','alimony_modification','custody_modification'])]}"/>
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<field name="marriage_date"
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attrs="{'invisible': [('case_type', 'not in', ['dissolution_children','dissolution_no_children','alimony_modification'])]}"/>
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<field name="years_of_marriage"
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attrs="{'invisible': [('case_type', 'not in', ['dissolution_children','dissolution_no_children','alimony_modification'])]}"/>
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<field name="retroactivity_date" readonly="1"/>
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</group>
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</group>
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<notebook>
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<!-- TAB 1: Parties & Safety -->
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<page string="Parties" name="parties">
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<group>
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<group string="Petitioner">
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<field name="petitioner_id"/>
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<field name="petitioner_attorney_id"
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placeholder="Leave blank if pro se"/>
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<field name="petitioner_fl_resident_since"/>
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<field name="residency_warning" readonly="1"
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attrs="{'invisible': [('petitioner_fl_resident_since', '=', False)]}"/>
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</group>
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<group string="Respondent">
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<field name="respondent_id"/>
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<field name="respondent_attorney_id"/>
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<field name="respondent_has_counsel" readonly="1"/>
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<field name="respondent_answered"/>
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</group>
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</group>
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<group>
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<group string="Safety Flags">
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<field name="domestic_violence_flag"/>
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<field name="dv_injunction_active"
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attrs="{'invisible': [('domestic_violence_flag', '=', False)]}"/>
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</group>
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<group string="Conflict of Interest">
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<field name="conflict_check_passed" readonly="1"/>
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<field name="conflict_check_id" readonly="1"/>
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</group>
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</group>
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<separator string="Party Details (Income, Employment, Service)"/>
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<field name="party_ids">
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<tree string="Parties" editable="bottom">
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<field name="partner_id"/>
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<field name="role"/>
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<field name="employment_type"/>
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<field name="gross_monthly_income"/>
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<field name="net_monthly_income" readonly="1"/>
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<field name="income_imputed"/>
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</tree>
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</field>
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</page>
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<!-- TAB 2: Children -->
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<page string="Children" name="children"
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attrs="{'invisible': [('case_type', 'in', ['dissolution_no_children','alimony_modification'])]}">
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<group>
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<field name="children_count" readonly="1"/>
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<field name="has_minor_children" readonly="1"/>
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</group>
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<separator string="Parenting Class (FL 61.21)"
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attrs="{'invisible': [('parenting_class_required', '=', False)]}"/>
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<group attrs="{'invisible': [('parenting_class_required', '=', False)]}">
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<group>
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<field name="petitioner_parenting_class_done"/>
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<field name="petitioner_parenting_class_date"
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attrs="{'invisible': [('petitioner_parenting_class_done', '=', False)]}"/>
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</group>
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<group>
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<field name="respondent_parenting_class_done"/>
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<field name="respondent_parenting_class_date"
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attrs="{'invisible': [('respondent_parenting_class_done', '=', False)]}"/>
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</group>
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</group>
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<field name="parenting_class_warning" readonly="1"
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attrs="{'invisible': [('parenting_class_required', '=', False)]}"/>
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<separator string="Children on Case"/>
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<field name="child_ids">
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<tree string="Children" editable="bottom">
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<field name="name"/>
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<field name="date_of_birth"/>
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<field name="age" readonly="1"/>
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<field name="emancipation_date" readonly="1"/>
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<field name="approaching_emancipation" readonly="1"/>
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<field name="emancipated" readonly="1"/>
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<field name="support_amount"/>
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</tree>
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</field>
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</page>
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<!-- TAB 3: Support & Threshold -->
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<page string="Support Calculation" name="support"
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attrs="{'invisible': [('case_type', 'not in', ['modification','dissolution_children','paternity','custody_modification'])]}">
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<group string="Current Order">
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<field name="current_order_amount"/>
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<field name="current_order_per_child"/>
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<field name="current_order_total" readonly="1"/>
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</group>
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<group string="FL 61.30 Calculation">
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<field name="support_calc_id"/>
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<field name="calculated_support" readonly="1"/>
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<field name="support_difference" readonly="1"/>
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<field name="support_difference_pct" readonly="1"
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string="Difference %" widget="percentage"/>
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</group>
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<group string="Modification Threshold Test (FL 61.30(1)(b))"
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attrs="{'invisible': [('case_type', '!=', 'modification')]}">
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<field name="threshold_met" readonly="1"/>
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<field name="substantial_change_basis"/>
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<field name="substantial_change_detail"/>
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</group>
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<field name="threshold_result" widget="html" readonly="1"
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attrs="{'invisible': [('case_type', '!=', 'modification')]}"/>
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</page>
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<!-- TAB 4: Timesharing -->
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<page string="Timesharing" name="timesharing"
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attrs="{'invisible': [('case_type', 'not in', ['modification','dissolution_children','paternity','custody_modification'])]}">
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<group>
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<group>
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<field name="timesharing_changed"/>
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<field name="petitioner_overnights"/>
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<field name="respondent_overnights" readonly="1"/>
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<field name="petitioner_timesharing_pct" readonly="1" string="Petitioner %"/>
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<field name="substantial_timesharing_applies" readonly="1"/>
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</group>
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<group>
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<field name="mediator_id"/>
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</group>
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</group>
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</page>
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<!-- TAB 5: Deadlines -->
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<page string="Deadlines" name="deadlines">
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<group>
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<field name="next_deadline" readonly="1"/>
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<field name="next_deadline_label" readonly="1" string="Next Deadline"/>
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<field name="overdue_deadline_count" readonly="1"/>
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<field name="discovery_cutoff_date" readonly="1"/>
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</group>
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<field name="deadline_ids">
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<tree string="Deadlines" decoration-danger="is_overdue == True"
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decoration-warning="days_until_due <= 7 and days_until_due >= 0"
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decoration-muted="completed == True">
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<field name="name"/>
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<field name="deadline_type"/>
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<field name="due_date"/>
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<field name="days_until_due"/>
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<field name="statute_reference"/>
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<field name="completed"/>
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<field name="is_overdue" readonly="1"/>
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</tree>
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</field>
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</page>
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<!-- TAB 6: Hearings, Discovery, Depositions -->
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<page string="Hearings" name="hearings">
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<field name="next_hearing_date" readonly="1"/>
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<field name="hearing_ids">
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<tree string="Hearings" editable="bottom">
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<field name="name"/>
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<field name="hearing_type"/>
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<field name="hearing_date"/>
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<field name="location"/>
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<field name="state"/>
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</tree>
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</field>
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</page>
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<!-- TAB 7: AI Analysis -->
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<page string="AI Analysis" name="ai">
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<group>
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<field name="attorney_referral_flag" readonly="1"/>
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<field name="fee_waiver_eligible" readonly="1"/>
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</group>
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<separator string="AI Case Summary (English)"/>
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<field name="ai_plain_english" readonly="1" nolabel="1"
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placeholder="Run AI Analysis to generate summary"/>
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<separator string="AI Case Summary (Español)"/>
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<field name="ai_plain_english_es" readonly="1" nolabel="1"/>
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<separator string="All Analyses"/>
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<field name="analysis_ids">
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<tree string="Analyses">
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<field name="analysis_date"/>
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<field name="model_used"/>
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<field name="attorney_referral_flag"/>
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<field name="confidence_level"/>
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<field name="case_complexity"/>
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<field name="state"/>
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</tree>
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</field>
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</page>
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<!-- TAB 8: Fee Waiver & Expenses -->
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<page string="Fees & Expenses" name="fees">
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<group string="Fee Waiver (FL 57.082)">
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<field name="fee_waiver_eligible" readonly="1"/>
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<field name="fee_waiver_id"/>
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<button name="action_create_fee_waiver"
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string="Create Fee Waiver Application"
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type="object" class="btn-secondary"
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attrs="{'invisible': [('fee_waiver_id', '!=', False)]}"/>
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</group>
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<group string="Post-Order">
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<field name="new_order_amount"/>
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<field name="new_order_date"/>
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<field name="income_withholding_id"/>
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</group>
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<separator string="Case Expenses"/>
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<field name="total_expenses" readonly="1"/>
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</page>
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</notebook>
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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="activity_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_case_tree" model="ir.ui.view">
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<field name="name">fl.case.tree</field>
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<field name="model">fl.case</field>
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<field name="arch" type="xml">
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<tree string="Family Law Cases"
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decoration-danger="overdue_deadline_count > 0"
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decoration-warning="attorney_referral_flag == True">
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<field name="name"/>
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<field name="case_type"/>
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<field name="court_case_number"/>
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<field name="petitioner_id"/>
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<field name="respondent_id"/>
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<field name="stage_id"/>
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<field name="filing_date"/>
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<field name="next_deadline"/>
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<field name="next_deadline_label" string="Next Deadline"/>
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<field name="overdue_deadline_count" string="Overdue"/>
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<field name="threshold_met"
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attrs="{'invisible': [('case_type', '!=', 'modification')]}"/>
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<field name="attorney_referral_flag" widget="boolean_toggle"/>
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<field name="domestic_violence_flag" widget="boolean_toggle"/>
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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_case_search" model="ir.ui.view">
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<field name="name">fl.case.search</field>
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<field name="model">fl.case</field>
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<field name="arch" type="xml">
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<search string="Search Cases">
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<field name="name" string="Case Reference"/>
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<field name="court_case_number"/>
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<field name="petitioner_id"/>
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<field name="respondent_id"/>
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<separator/>
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<filter string="Active Cases" name="active"
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domain="[('active', '=', True)]"/>
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<filter string="Intake" name="stage_intake"
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domain="[('stage_id.name', '=', 'Intake & Qualification')]"/>
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<filter string="Filed" name="stage_filed"
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domain="[('stage_id.name', '=', 'Filed — Awaiting Service')]"/>
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<filter string="Discovery" name="stage_discovery"
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domain="[('stage_id.name', '=', 'Discovery')]"/>
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<separator/>
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<filter string="Modification Cases" name="type_modification"
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domain="[('case_type', '=', 'modification')]"/>
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<filter string="Dissolution" name="type_dissolution"
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domain="[('case_type', 'in', ['dissolution_children','dissolution_no_children'])]"/>
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<separator/>
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<filter string="Has Overdue Deadlines" name="overdue"
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domain="[('overdue_deadline_count', '>', 0)]"/>
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<filter string="Attorney Referral Flagged" name="attorney_referral"
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domain="[('attorney_referral_flag', '=', True)]"/>
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<filter string="Domestic Violence" name="dv"
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domain="[('domestic_violence_flag', '=', True)]"/>
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<filter string="Threshold Met" name="threshold_met"
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domain="[('threshold_met', '=', True)]"/>
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<separator/>
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<group expand="0" string="Group By">
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<filter string="Stage" name="group_stage" context="{'group_by': 'stage_id'}"/>
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<filter string="Case Type" name="group_type" context="{'group_by': 'case_type'}"/>
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<filter string="Filing Date" name="group_date" context="{'group_by': 'filing_date:month'}"/>
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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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KANBAN VIEW
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══════════════════════════════════════════════════════ -->
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<record id="view_fl_case_kanban" model="ir.ui.view">
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<field name="name">fl.case.kanban</field>
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<field name="model">fl.case</field>
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<field name="arch" type="xml">
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<kanban default_group_by="stage_id" on_create="quick_create"
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quick_create_view="activeblue_familylaw.view_fl_case_form">
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<field name="name"/>
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<field name="case_type"/>
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<field name="stage_id"/>
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<field name="next_deadline"/>
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<field name="next_deadline_label"/>
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<field name="attorney_referral_flag"/>
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<field name="domestic_violence_flag"/>
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<field name="overdue_deadline_count"/>
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<field name="conflict_check_passed"/>
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<field name="conflict_check_id"/>
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<field name="petitioner_id"/>
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<templates>
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<t t-name="kanban-card">
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<div class="oe_kanban_global_click">
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<div class="o_kanban_record_top">
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<div class="o_kanban_record_headings">
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<strong class="o_kanban_record_title">
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<field name="name"/>
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</strong>
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<span class="o_kanban_record_subtitle">
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<field name="petitioner_id"/>
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</span>
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</div>
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</div>
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<div class="o_kanban_record_body">
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<span class="badge rounded-pill text-bg-secondary">
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<field name="case_type"/>
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</span>
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<t t-if="record.attorney_referral_flag.raw_value">
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<span class="badge rounded-pill text-bg-danger ms-1">Atty Referral</span>
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</t>
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<t t-if="record.domestic_violence_flag.raw_value">
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<span class="badge rounded-pill text-bg-warning ms-1">DV</span>
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</t>
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<t t-if="record.overdue_deadline_count.raw_value > 0">
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<span class="badge rounded-pill text-bg-danger ms-1">
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|
<t t-esc="record.overdue_deadline_count.raw_value"/> Overdue
|
|
</span>
|
|
</t>
|
|
<t t-if="record.conflict_check_id.raw_value && !record.conflict_check_passed.raw_value">
|
|
<span class="badge rounded-pill text-bg-danger ms-1">Conflict</span>
|
|
</t>
|
|
</div>
|
|
<div class="o_kanban_record_bottom" t-if="record.next_deadline.raw_value">
|
|
<div class="oe_kanban_bottom_left text-muted small">
|
|
<i class="fa fa-calendar-o me-1"/>
|
|
<field name="next_deadline"/>
|
|
<t t-if="record.next_deadline_label.raw_value">
|
|
— <field name="next_deadline_label"/>
|
|
</t>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
</t>
|
|
</templates>
|
|
</kanban>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ══════════════════════════════════════════════════════
|
|
ACTIONS
|
|
══════════════════════════════════════════════════════ -->
|
|
<record id="action_fl_case_list" model="ir.actions.act_window">
|
|
<field name="name">Family Law Cases</field>
|
|
<field name="res_model">fl.case</field>
|
|
<field name="view_mode">kanban,tree,form</field>
|
|
<field name="search_view_id" ref="view_fl_case_search"/>
|
|
<field name="context">{'search_default_active': 1}</field>
|
|
<field name="help" type="html">
|
|
<p class="o_view_nocontent_smiling_face">
|
|
No cases yet. Create your first case!
|
|
</p>
|
|
<p>Use the intake wizard or create a case directly.</p>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- Intake Wizard Action -->
|
|
<record id="action_fl_intake_wizard" model="ir.actions.act_window">
|
|
<field name="name">New Case — Intake</field>
|
|
<field name="res_model">fl.intake.wizard</field>
|
|
<field name="view_mode">form</field>
|
|
<field name="target">new</field>
|
|
</record>
|
|
|
|
</data>
|
|
</odoo>
|