928568374e
fl_discovery_suggest_wizard.py:
- fl.discovery.suggest.wizard: reads case complexity (AI analysis or
rule-based fallback), case type, issue_tag_ids, and flags
(domestic_violence_flag, respondent_has_counsel, income_imputation_concern)
to build a pre-checked list of relevant discovery items
- fl.discovery.suggest.line: one row per suggested item with type,
directed_to, description, rationale, trigger badge, and min complexity
- 50+ templates across 10 trigger categories: base, modification,
dissolution, paternity, alimony, custody, imputation (Barner v. Barner),
self_employment, domestic_violence, respondent_counsel, complex_only
- action_create_selected: creates fl.discovery records (draft) and posts
a chatter summary with all created items; bound to fl.case form
fl_case.py:
- Add issue_tag_ids Many2many(fl.issue.tag) — field referenced by AI
engine rule-tagging but not previously declared on the model
fl_discovery_suggest_views.xml:
- Wizard form: complexity badge, alert box explaining level, editable
suggestion list with trigger/type/description/rationale columns
- Action bound to fl.case form via binding_model_id
- Inherits fl.case form to add issue_tag_ids widget to AI tab
ir.model.access.csv: access rows for both new wizard models
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
91 lines
11 KiB
CSV
91 lines
11 KiB
CSV
id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
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# ── fl.case ──────────────────────────────────────────────────────────────────
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access_fl_case_admin,fl.case admin,model_fl_case,group_admin,1,1,1,1
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access_fl_case_paralegal,fl.case paralegal,model_fl_case,group_paralegal,1,1,1,0
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access_fl_case_petitioner,fl.case petitioner portal,model_fl_case,group_portal_petitioner,1,1,0,0
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access_fl_case_respondent,fl.case respondent portal,model_fl_case,group_portal_respondent,1,0,0,0
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# ── fl.party ─────────────────────────────────────────────────────────────────
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access_fl_party_admin,fl.party admin,model_fl_party,group_admin,1,1,1,1
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access_fl_party_paralegal,fl.party paralegal,model_fl_party,group_paralegal,1,1,1,0
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access_fl_party_petitioner,fl.party petitioner portal,model_fl_party,group_portal_petitioner,1,1,0,0
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access_fl_party_respondent,fl.party respondent portal,model_fl_party,group_portal_respondent,1,1,0,0
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# ── fl.income.source ─────────────────────────────────────────────────────────
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access_fl_income_source_admin,fl.income.source admin,model_fl_income_source,group_admin,1,1,1,1
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access_fl_income_source_paralegal,fl.income.source paralegal,model_fl_income_source,group_paralegal,1,1,1,0
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access_fl_income_source_petitioner,fl.income.source petitioner,model_fl_income_source,group_portal_petitioner,1,1,0,0
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# ── fl.child ─────────────────────────────────────────────────────────────────
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access_fl_child_admin,fl.child admin,model_fl_child,group_admin,1,1,1,1
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access_fl_child_paralegal,fl.child paralegal,model_fl_child,group_paralegal,1,1,1,0
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access_fl_child_petitioner,fl.child petitioner portal,model_fl_child,group_portal_petitioner,1,1,0,0
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access_fl_child_respondent,fl.child respondent portal,model_fl_child,group_portal_respondent,1,0,0,0
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# ── fl.support.calculation ───────────────────────────────────────────────────
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access_fl_support_calc_admin,fl.support.calculation admin,model_fl_support_calculation,group_admin,1,1,1,1
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access_fl_support_calc_paralegal,fl.support.calculation paralegal,model_fl_support_calculation,group_paralegal,1,1,1,0
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access_fl_support_calc_petitioner,fl.support.calculation petitioner,model_fl_support_calculation,group_portal_petitioner,1,1,1,0
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access_fl_support_calc_respondent,fl.support.calculation respondent,model_fl_support_calculation,group_portal_respondent,1,0,0,0
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# ── fl.support.schedule.entry ────────────────────────────────────────────────
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access_fl_support_schedule_admin,fl.support.schedule.entry admin,model_fl_support_schedule_entry,group_admin,1,1,1,1
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access_fl_support_schedule_paralegal,fl.support.schedule.entry paralegal,model_fl_support_schedule_entry,group_paralegal,1,0,0,0
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access_fl_support_schedule_petitioner,fl.support.schedule.entry petitioner,model_fl_support_schedule_entry,group_portal_petitioner,1,0,0,0
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# ── fl.statute ───────────────────────────────────────────────────────────────
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access_fl_statute_admin,fl.statute admin,model_fl_statute,group_admin,1,1,1,1
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access_fl_statute_paralegal,fl.statute paralegal,model_fl_statute,group_paralegal,1,0,0,0
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access_fl_statute_petitioner,fl.statute petitioner,model_fl_statute,group_portal_petitioner,1,0,0,0
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# ── fl.issue.tag ─────────────────────────────────────────────────────────────
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access_fl_issue_tag_admin,fl.issue.tag admin,model_fl_issue_tag,group_admin,1,1,1,1
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access_fl_issue_tag_paralegal,fl.issue.tag paralegal,model_fl_issue_tag,group_paralegal,1,0,0,0
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access_fl_issue_tag_petitioner,fl.issue.tag petitioner,model_fl_issue_tag,group_portal_petitioner,1,0,0,0
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# ── fl.deadline ──────────────────────────────────────────────────────────────
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access_fl_deadline_admin,fl.deadline admin,model_fl_deadline,group_admin,1,1,1,1
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access_fl_deadline_paralegal,fl.deadline paralegal,model_fl_deadline,group_paralegal,1,1,1,0
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access_fl_deadline_petitioner,fl.deadline petitioner,model_fl_deadline,group_portal_petitioner,1,0,0,0
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# ── fl.hearing ───────────────────────────────────────────────────────────────
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access_fl_hearing_admin,fl.hearing admin,model_fl_hearing,group_admin,1,1,1,1
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access_fl_hearing_paralegal,fl.hearing paralegal,model_fl_hearing,group_paralegal,1,1,1,0
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access_fl_hearing_petitioner,fl.hearing petitioner,model_fl_hearing,group_portal_petitioner,1,0,0,0
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# ── fl.deposition ────────────────────────────────────────────────────────────
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access_fl_deposition_admin,fl.deposition admin,model_fl_deposition,group_admin,1,1,1,1
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access_fl_deposition_paralegal,fl.deposition paralegal,model_fl_deposition,group_paralegal,1,1,1,0
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access_fl_deposition_petitioner,fl.deposition petitioner,model_fl_deposition,group_portal_petitioner,1,0,0,0
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# ── fl.discovery ─────────────────────────────────────────────────────────────
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access_fl_discovery_admin,fl.discovery admin,model_fl_discovery,group_admin,1,1,1,1
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access_fl_discovery_paralegal,fl.discovery paralegal,model_fl_discovery,group_paralegal,1,1,1,0
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access_fl_discovery_petitioner,fl.discovery petitioner,model_fl_discovery,group_portal_petitioner,1,0,0,0
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# ── fl.document ──────────────────────────────────────────────────────────────
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access_fl_document_admin,fl.document admin,model_fl_document,group_admin,1,1,1,1
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access_fl_document_paralegal,fl.document paralegal,model_fl_document,group_paralegal,1,1,1,0
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access_fl_document_petitioner,fl.document petitioner,model_fl_document,group_portal_petitioner,1,0,0,0
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# ── fl.caselaw ───────────────────────────────────────────────────────────────
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access_fl_caselaw_admin,fl.caselaw admin,model_fl_caselaw,group_admin,1,1,1,1
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access_fl_caselaw_paralegal,fl.caselaw paralegal,model_fl_caselaw,group_paralegal,1,1,0,0
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access_fl_caselaw_petitioner,fl.caselaw petitioner,model_fl_caselaw,group_portal_petitioner,1,0,0,0
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# ── fl.analysis ──────────────────────────────────────────────────────────────
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access_fl_analysis_admin,fl.analysis admin,model_fl_analysis,group_admin,1,1,1,1
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access_fl_analysis_paralegal,fl.analysis paralegal,model_fl_analysis,group_paralegal,1,0,0,0
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access_fl_analysis_petitioner,fl.analysis petitioner,model_fl_analysis,group_portal_petitioner,1,0,0,0
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# ── fl.argument ──────────────────────────────────────────────────────────────
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access_fl_argument_admin,fl.argument admin,model_fl_argument,group_admin,1,1,1,1
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access_fl_argument_paralegal,fl.argument paralegal,model_fl_argument,group_paralegal,1,1,0,0
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# ── fl.fee.waiver ────────────────────────────────────────────────────────────
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access_fl_fee_waiver_admin,fl.fee.waiver admin,model_fl_fee_waiver,group_admin,1,1,1,1
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access_fl_fee_waiver_paralegal,fl.fee.waiver paralegal,model_fl_fee_waiver,group_paralegal,1,1,1,0
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access_fl_fee_waiver_petitioner,fl.fee.waiver petitioner,model_fl_fee_waiver,group_portal_petitioner,1,1,1,0
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# ── fl.income.withholding ─────────────────────────────────────────────────────
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access_fl_income_withholding_admin,fl.income.withholding admin,model_fl_income_withholding,group_admin,1,1,1,1
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access_fl_income_withholding_paralegal,fl.income.withholding paralegal,model_fl_income_withholding,group_paralegal,1,1,1,0
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access_fl_income_withholding_petitioner,fl.income.withholding petitioner,model_fl_income_withholding,group_portal_petitioner,1,0,0,0
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# ── fl.intake.wizard ─────────────────────────────────────────────────────────
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access_fl_intake_wizard_admin,fl.intake.wizard admin,model_fl_intake_wizard,group_admin,1,1,1,1
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access_fl_intake_wizard_paralegal,fl.intake.wizard paralegal,model_fl_intake_wizard,group_paralegal,1,1,1,1
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# ── fl.analysis.wizard ───────────────────────────────────────────────────────
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access_fl_analysis_wizard_admin,fl.analysis.wizard admin,model_fl_analysis_wizard,group_admin,1,1,1,1
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# ── fl.generate.packet.wizard ────────────────────────────────────────────────
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access_fl_generate_packet_wizard_admin,fl.generate.packet.wizard admin,model_fl_generate_packet_wizard,group_admin,1,1,1,1
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access_fl_generate_packet_wizard_paralegal,fl.generate.packet.wizard paralegal,model_fl_generate_packet_wizard,group_paralegal,1,1,1,1
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# ── fl.discovery.suggest.wizard ──────────────────────────────────────────────
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access_fl_discovery_suggest_wizard_admin,fl.discovery.suggest.wizard admin,model_fl_discovery_suggest_wizard,group_admin,1,1,1,1
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access_fl_discovery_suggest_wizard_paralegal,fl.discovery.suggest.wizard paralegal,model_fl_discovery_suggest_wizard,group_paralegal,1,1,1,1
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# ── fl.discovery.suggest.line ────────────────────────────────────────────────
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access_fl_discovery_suggest_line_admin,fl.discovery.suggest.line admin,model_fl_discovery_suggest_line,group_admin,1,1,1,1
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access_fl_discovery_suggest_line_paralegal,fl.discovery.suggest.line paralegal,model_fl_discovery_suggest_line,group_paralegal,1,1,1,1
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