fl_intake_wizard.py:
- Full multi-step intake: parties, income, children, DV flag, fee
waiver, AI analysis option
- Creates res.partner → fl.party → fl.case chain (mirrors portal)
- Triggers fee waiver record creation and Ollama AI analysis
- Residency warning computed field (FL 61.021 — 6-month check)
fl_generate_packet_wizard.py:
- Generates selected documents as PDFs via _render_qweb_pdf
- Handles 4 binding models: fl.case, fl.party, fl.fee.waiver,
fl.support.calculation, fl.income.withholding
- Attaches generated PDFs to case chatter with summary note
- Bound to fl.case form as an action button
fl_analysis_wizard.py:
- Checks for recent analysis (<24h) before running new one
- force_reanalysis flag bypasses the lock
- Shows last analysis age label in form; opens result as dialog
- Bound to fl.case form as an action button
fl_case.py:
- _CASE_TASK_TEMPLATES: standard task lists for 6 case types
- _generate_case_tasks(): creates project.task records from templates
- Called automatically from _create_case_project on case creation
fl_wizard_views.xml:
- Form views for all 3 wizards with inline help text
- Packet wizard bound to fl.case form via binding_model_id
data/case_task_templates.xml:
- ir.config_parameter records for Ollama URL, model, deadline days,
mandatory disclosure days, AI lockout hours — all admin-configurable
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
71 lines
3.2 KiB
XML
71 lines
3.2 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<!-- Case Task Template Reference Data
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These ir.config_parameter records document the standard task templates
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for each case type. The actual tasks are auto-created via
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fl.case._generate_case_tasks() (defined in models/fl_case.py).
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Admins may extend the Python _CASE_TASK_TEMPLATES dict in fl_case.py
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to add firm-specific tasks for each case type.
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Supported case types:
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modification — Child Support Modification
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dissolution_children — Dissolution with Minor Children
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dissolution_no_children — Dissolution without Minor Children
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paternity — Paternity
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alimony_modification — Alimony Modification
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custody_modification — Timesharing / Custody Modification
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-->
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<odoo>
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<data noupdate="1">
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<!-- Mark that Phase 7 task templates have been initialized -->
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<record id="config_fl_task_templates_version" model="ir.config_parameter">
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<field name="key">activeblue_familylaw.task_templates_version</field>
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<field name="value">7.0</field>
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</record>
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<!-- Parenting class reminder mail template trigger threshold (days before hearing) -->
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<record id="config_fl_parenting_class_reminder_days" model="ir.config_parameter">
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<field name="key">activeblue_familylaw.parenting_class_reminder_days</field>
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<field name="value">30</field>
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</record>
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<!-- Default discovery response deadline (calendar days from service) -->
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<record id="config_fl_discovery_response_days" model="ir.config_parameter">
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<field name="key">activeblue_familylaw.discovery_response_days</field>
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<field name="value">30</field>
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</record>
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<!-- Mandatory disclosure deadline (calendar days from service, FL 12.285) -->
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<record id="config_fl_mandatory_disclosure_days" model="ir.config_parameter">
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<field name="key">activeblue_familylaw.mandatory_disclosure_days</field>
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<field name="value">45</field>
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</record>
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<!-- Answer deadline (calendar days from service, Rule 1.140) -->
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<record id="config_fl_answer_deadline_days" model="ir.config_parameter">
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<field name="key">activeblue_familylaw.answer_deadline_days</field>
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<field name="value">20</field>
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</record>
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<!-- AI analysis: hours before a re-analysis is allowed without force flag -->
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<record id="config_fl_ai_reanalysis_hours" model="ir.config_parameter">
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<field name="key">activeblue_familylaw.ai_reanalysis_lockout_hours</field>
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<field name="value">24</field>
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</record>
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<!-- Ollama endpoint (override to change AI server) -->
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<record id="config_fl_ollama_url" model="ir.config_parameter">
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<field name="key">activeblue_familylaw.ollama_url</field>
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<field name="value">http://192.168.2.10:11434/api/generate</field>
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</record>
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<!-- Ollama model -->
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<record id="config_fl_ollama_model" model="ir.config_parameter">
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<field name="key">activeblue_familylaw.ollama_model</field>
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<field name="value">llama3.1</field>
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</record>
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</data>
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</odoo>
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