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>
130 lines
7.3 KiB
XML
130 lines
7.3 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
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<!-- Discovery Suggestion Wizard views
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Opened from the fl.case form (action button) or Cases menu.
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Reads case complexity, issue tags, and flags to pre-populate a
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checklist of relevant fl.discovery items for review.
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-->
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<odoo>
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<data>
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<!-- ══════════════════════════════════════════════════════════════
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Wizard form view
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══════════════════════════════════════════════════════════════ -->
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<record id="view_fl_discovery_suggest_wizard_form" model="ir.ui.view">
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<field name="name">fl.discovery.suggest.wizard.form</field>
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<field name="model">fl.discovery.suggest.wizard</field>
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<field name="arch" type="xml">
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<form string="Discovery Suggestions">
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<sheet>
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<div class="oe_title">
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<h1>Suggested Discovery Items</h1>
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</div>
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<!-- Case + Complexity header -->
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<group>
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<group>
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<field name="case_id" readonly="1"/>
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</group>
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<group>
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<field name="complexity" readonly="1" widget="badge"
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decoration-success="complexity == 'simple'"
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decoration-warning="complexity == 'moderate'"
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decoration-danger="complexity == 'complex'"/>
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<field name="complexity_source" readonly="1" string="Source"/>
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<field name="selected_count" readonly="1" string="Items Selected"/>
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</group>
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</group>
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<!-- Complexity explanation -->
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<div class="alert alert-success mb-0"
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invisible="complexity != 'simple'">
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<strong>Simple case</strong> — core financial disclosure items only.
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Run an AI analysis to check for additional complexity factors.
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</div>
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<div class="alert alert-warning mb-0"
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invisible="complexity != 'moderate'">
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<strong>Moderate complexity</strong> — standard income discovery +
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targeted items based on case flags.
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Items marked "Moderate" minimum are included.
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</div>
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<div class="alert alert-danger mb-0"
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invisible="complexity != 'complex'">
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<strong>Complex case</strong> — full discovery suite including employer
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subpoenas, bank subpoenas, and deposition.
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</div>
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<div class="alert alert-info mt-2">
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<strong>Review and deselect</strong> any items that don't apply.
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Click <em>Create Selected</em> to add them to the case as draft
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discovery items. Items are not served until you mark them "Served."
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</div>
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<!-- Suggestion lines -->
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<field name="line_ids" nolabel="1">
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<list editable="bottom" decoration-muted="not selected">
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<field name="selected" widget="boolean_toggle" optional="show"/>
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<field name="trigger_label" string="Trigger"
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widget="badge" optional="show"/>
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<field name="discovery_type" optional="show"/>
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<field name="directed_to" optional="show"/>
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<field name="description"/>
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<field name="rationale" optional="hide"/>
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<field name="complexity_label" string="Min. Level"
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optional="hide"/>
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<field name="sequence" optional="hide"/>
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</list>
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</field>
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</sheet>
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<footer>
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<button name="action_create_selected"
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string="Create Selected Discovery Items"
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type="object" class="btn-primary"
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invisible="selected_count == 0"/>
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<button name="action_populate"
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string="Re-generate Suggestions"
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type="object" class="btn-secondary"/>
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<button string="Cancel" class="btn-secondary" special="cancel"/>
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</footer>
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</form>
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</field>
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</record>
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<!-- ══════════════════════════════════════════════════════════════
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Action — opened from fl.case form
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══════════════════════════════════════════════════════════════ -->
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<record id="action_fl_discovery_suggest_wizard" model="ir.actions.act_window">
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<field name="name">Suggest Discovery Items</field>
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<field name="res_model">fl.discovery.suggest.wizard</field>
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<field name="view_mode">form</field>
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<field name="target">new</field>
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<field name="binding_model_id" ref="model_fl_case"/>
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<field name="binding_view_types">form</field>
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</record>
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<!-- ══════════════════════════════════════════════════════════════
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Add issue_tag_ids widget to fl.case form — AI tab
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══════════════════════════════════════════════════════════════ -->
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<record id="view_fl_case_issue_tags_inherit" model="ir.ui.view">
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<field name="name">fl.case.form.issue.tags</field>
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<field name="model">fl.case</field>
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<field name="inherit_id" ref="activeblue_familylaw.view_fl_case_form"/>
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<field name="arch" type="xml">
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<!-- Add issue_tag_ids to the AI Analysis tab -->
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<xpath expr="//page[@name='ai']//group[1]" position="after">
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<group>
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<field name="issue_tag_ids" widget="many2many_tags"
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options="{'color_field': 'color'}"
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string="Issue Tags (auto-tagged by AI)"/>
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</group>
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</xpath>
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</field>
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</record>
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</data>
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</odoo>
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