Files
famlaw/activeblue_familylaw/data/case_task_templates.xml
Carlos Garcia 26f58952b4 Phase 7: full wizards, auto-generated case tasks, config parameters
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>
2026-05-06 23:49:10 -05:00

71 lines
3.2 KiB
XML

<?xml version="1.0" encoding="utf-8"?>
<!-- Case Task Template Reference Data
These ir.config_parameter records document the standard task templates
for each case type. The actual tasks are auto-created via
fl.case._generate_case_tasks() (defined in models/fl_case.py).
Admins may extend the Python _CASE_TASK_TEMPLATES dict in fl_case.py
to add firm-specific tasks for each case type.
Supported case types:
modification — Child Support Modification
dissolution_children — Dissolution with Minor Children
dissolution_no_children — Dissolution without Minor Children
paternity — Paternity
alimony_modification — Alimony Modification
custody_modification — Timesharing / Custody Modification
-->
<odoo>
<data noupdate="1">
<!-- Mark that Phase 7 task templates have been initialized -->
<record id="config_fl_task_templates_version" model="ir.config_parameter">
<field name="key">activeblue_familylaw.task_templates_version</field>
<field name="value">7.0</field>
</record>
<!-- Parenting class reminder mail template trigger threshold (days before hearing) -->
<record id="config_fl_parenting_class_reminder_days" model="ir.config_parameter">
<field name="key">activeblue_familylaw.parenting_class_reminder_days</field>
<field name="value">30</field>
</record>
<!-- Default discovery response deadline (calendar days from service) -->
<record id="config_fl_discovery_response_days" model="ir.config_parameter">
<field name="key">activeblue_familylaw.discovery_response_days</field>
<field name="value">30</field>
</record>
<!-- Mandatory disclosure deadline (calendar days from service, FL 12.285) -->
<record id="config_fl_mandatory_disclosure_days" model="ir.config_parameter">
<field name="key">activeblue_familylaw.mandatory_disclosure_days</field>
<field name="value">45</field>
</record>
<!-- Answer deadline (calendar days from service, Rule 1.140) -->
<record id="config_fl_answer_deadline_days" model="ir.config_parameter">
<field name="key">activeblue_familylaw.answer_deadline_days</field>
<field name="value">20</field>
</record>
<!-- AI analysis: hours before a re-analysis is allowed without force flag -->
<record id="config_fl_ai_reanalysis_hours" model="ir.config_parameter">
<field name="key">activeblue_familylaw.ai_reanalysis_lockout_hours</field>
<field name="value">24</field>
</record>
<!-- Ollama endpoint (override to change AI server) -->
<record id="config_fl_ollama_url" model="ir.config_parameter">
<field name="key">activeblue_familylaw.ollama_url</field>
<field name="value">http://192.168.2.10:11434/api/generate</field>
</record>
<!-- Ollama model -->
<record id="config_fl_ollama_model" model="ir.config_parameter">
<field name="key">activeblue_familylaw.ollama_model</field>
<field name="value">llama3.1</field>
</record>
</data>
</odoo>