famlaw/activeblue_familylaw/CLAUDE.md

CLAUDE.md — activeblue_familylaw

This file gives Claude Code the context it needs to work effectively on this project. Read this before making any changes.

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What This Is

ActiveBlue Family Law (activeblue_familylaw) is a custom Odoo 18 Community module for Florida family law case management targeting pro se litigants in Miami-Dade County (11th Circuit).

Repo: https://git.activeblue.net/tocmo0nlord/famlaw Module root: activeblue_familylaw/ Author: Active Blue LLC — https://avc.activeblue.net Odoo version: 18.0 License: LGPL-3

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Deployment Context

Item	Value
Odoo instance	odoo.activeblue.net (Docker, multi-tenant)
Target database	avc (accessed via avc.activeblue.net)
Odoo version	18.0 Community
AI inference	Ollama at 192.168.2.9:11434
Reverse proxy	Traefik on CT 112 (192.168.1.53)
Git remote	https://git.activeblue.net/tocmo0nlord/famlaw

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Module Structure

activeblue_familylaw/
├── __manifest__.py
├── __init__.py
├── models/
│   ├── fl_ai_engine.py          ← Ollama-powered case analysis
│   ├── fl_analysis.py           ← AI analysis records
│   ├── fl_argument.py           ← Legal argument tracking
│   ├── fl_case.py               ← Core case model (fl.case)
│   ├── fl_caselaw.py            ← FL case law library
│   ├── fl_child.py              ← Minor children records
│   ├── fl_deadline.py           ← Procedural deadline tracking
│   ├── fl_deposition.py         ← Deposition scheduling
│   ├── fl_discovery.py          ← Discovery requests/responses
│   ├── fl_document.py           ← Court document management
│   ├── fl_expense_case.py       ← Case-linked expense tracking
│   ├── fl_fee_waiver.py         ← Fee waiver eligibility
│   ├── fl_hearing.py            ← Hearing calendar integration
│   ├── fl_income_withholding.py ← Income withholding orders
│   ├── fl_party.py              ← Petitioner/Respondent parties
│   ├── fl_statute.py            ← FL statute reference index
│   └── fl_support.py            ← FL 61.30 child support calc
├── wizard/
│   ├── fl_intake_wizard.py           ← Guided case creation
│   ├── fl_analysis_wizard.py         ← Trigger AI analysis
│   ├── fl_generate_packet_wizard.py  ← Generate filing packet
│   └── fl_discovery_suggest_wizard.py ← Complexity-driven discovery suggestions
├── views/
│   ├── fl_case_views.xml
│   ├── fl_discovery_suggest_views.xml
│   ├── menu_views.xml
│   ├── portal_*.xml              ← Client-facing portal templates
│   └── website_intake_templates.xml
├── report/                       ← 12 QWeb PDF court documents
│   ├── report_financial_affidavit_short.xml   ← FL-12.902(b)
│   ├── report_financial_affidavit_long.xml    ← FL-12.902(c)
│   ├── report_child_support_worksheet.xml     ← FL-12.902(e)
│   ├── report_motion_to_modify.xml
│   ├── report_notice_deposition.xml
│   ├── report_motion_to_compel.xml
│   ├── report_income_withholding.xml
│   ├── report_fee_waiver.xml
│   ├── report_notice_ssn.xml                  ← FL-12.930(a)
│   ├── report_mandatory_disclosure.xml        ← FL-12.932
│   ├── report_default_motion.xml
│   └── report_parenting_plan.xml
├── data/
│   ├── fl_support_schedule.xml   ← Basic Support Obligation table
│   ├── fl_statute_data.xml       ← FL statute index seeds
│   ├── fl_caselaw_data.xml       ← 23 pre-loaded FL cases
│   ├── fl_deadline_rules.xml     ← Procedural deadline rules
│   ├── fl_issue_tags.xml         ← Issue taxonomy
│   ├── ir_sequence.xml           ← Case number sequences
│   ├── mail_templates.xml
│   └── case_task_templates.xml
├── security/
│   ├── fl_security.xml
│   └── ir.model.access.csv
├── controllers/                  ← Portal + website intake routes
└── static/src/
    ├── css/familylaw_portal.css
    └── js/
        ├── fl_calculator.js      ← Interactive FL 61.30 widget
        └── fl_timeline.js        ← Visual case timeline

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Core Domain Models

All models use the fl. prefix.

Model	Description
fl.case	Root entity — case type, parties, status, AI complexity score
fl.party	Petitioner or Respondent (links to res.partner)
fl.child	Minor children on the case
fl.support	FL 61.30 child support calculation
fl.deadline	Procedural deadlines with calendar sync
fl.hearing	Scheduled hearings
fl.discovery	Individual discovery requests/responses
fl.discovery.suggest.wizard	Complexity-driven discovery suggestion engine
fl.discovery.suggest.line	One suggested discovery item
fl.deposition	Deposition scheduling and tracking
fl.document	Court-filed documents (linked to reports)
fl.analysis	AI case analysis records
fl.caselaw	Florida case law library entries
fl.statute	FL statute reference index
fl.fee.waiver	Fee waiver eligibility and form data
fl.income.withholding	Income withholding order records
fl.argument	Legal argument tracking (linked to case law)

Key Fields on fl.case

• case_type: modification | dissolution | paternity
• complexity: low | medium | high | extreme (set by AI engine or rule-based fallback)
• issue_tag_ids: Many2many fl.issue.tag — used by AI engine and discovery suggestion wizard
• domestic_violence_flag, respondent_has_counsel, income_imputation_concern: boolean flags that affect discovery templates

---

AI Engine

fl_ai_engine.py calls Ollama for case analysis.

• Ollama endpoint: http://192.168.2.9:11434
• Used for: complexity scoring, case law relevance, argument generation
• Rule-based fallback when Ollama is unavailable
• Analysis results stored in fl.analysis records
• AI tab on fl.case form shows current analysis + trigger button

The discovery suggestion wizard (fl_discovery_suggest_wizard.py) reads AI complexity or falls back to rule-based logic. It has 50+ templates across 10 trigger categories: base, modification, dissolution, paternity, alimony, custody, imputation (Barner v. Barner), self_employment, domestic_violence, respondent_counsel, complex_only.

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Odoo Dependencies

Declared in __manifest__.py:

'depends': [
    'base', 'mail', 'portal', 'website',
    'contacts', 'calendar', 'project',
    'crm', 'account', 'hr_expense',
    # 'sign'      — enable when confirmed installed
    # 'queue_job' — OCA, install separately if needed
]

sign and queue_job are commented out intentionally — do not add them back without confirming they're installed on the target instance.

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Development Conventions

Odoo 18 Patterns

• Use fields.Html for rich text, fields.Text for plain
• @api.depends for computed fields; always set store=True if used in search/group
• Use _inherit not _name for extending existing Odoo models
• All new models need entries in ir.model.access.csv AND fl_security.xml
• XML IDs must be unique across the module — prefix everything with fl_

Views

• Actions must be declared before <menuitem> references in menu_views.xml
• Portal templates go in views/portal_*.xml
• Website intake templates go in views/website_intake_templates.xml
• Always test QWeb reports with wkhtmltopdf — paper sizes matter for court forms

Discovery Suggest Wizard

• Add new discovery templates to the _get_templates() method in fl_discovery_suggest_wizard.py
• Each template has: type, directed_to, description, rationale, trigger, min_complexity
• Triggers are string labels — keep them consistent with existing ones
• action_create_selected posts a chatter summary — keep it

AI Engine

• Always handle requests.exceptions.ConnectionError from Ollama gracefully
• Use the rule-based fallback when Ollama is down — never let AI failures block user workflow
• Log AI calls to chatter on fl.case for auditability

Reports (QWeb)

• Court form dimensions: US Letter (8.5×11 in) — set paperformat_id appropriately
• Florida court forms reference: FL Supreme Court forms at www.flcourts.gov
• Field labels must match the official form labels exactly

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Out of Scope for This Repo

• Odoo AI agent / Master AI system → tocmo0nlord/odoo-ai (separate repo)
• IRC bot → tocmo0nlord/irc-bot
• Traefik / infrastructure config → CT 112 directly
• HIPAA training eLearning module → different Odoo addon

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Running / Testing

# Restart Odoo to pick up module changes
docker compose restart odoo

# Update module (from Odoo container or Settings → Apps)
# Technical → Update Apps List first if adding new files

# Check logs
docker compose logs -f odoo | grep activeblue_familylaw

Module installs via Apps → Upload a Module or by placing it in the addons path. After any model change: Settings → Activate Developer Mode → Technical → Update Apps List → Upgrade.