famlaw/activeblue_familylaw/models/fl_deposition.py

from datetime import timedelta

from odoo import api, fields, models
from dateutil.relativedelta import relativedelta


class FlDeposition(models.Model):
    """
    Phase 3 — Full implementation.
    FL 1.310: Notice of Taking Deposition
    - Minimum 10 days notice required (FL 1.310(b))
    - Maximum 7 hours per deponent per day (FL 1.310(d))
    - Duces tecum: document production requirement
    - No-show workflow: auto-trigger Motion to Compel (FL 1.380)
    """
    _name = 'fl.deposition'
    _description = 'Deposition Record'
    _inherit = ['mail.thread']
    _order = 'scheduled_date asc'
    _rec_name = 'deponent_id'

    case_id = fields.Many2one(
        'fl.case', required=True, ondelete='cascade', index=True,
        string='Case'
    )
    deponent_id = fields.Many2one(
        'res.partner', string='Deponent', required=True
    )
    deponent_type = fields.Selection([
        ('opposing_party', 'Opposing Party'),
        ('employer', "Deponent's Employer"),
        ('accountant_cpa', 'Accountant / CPA'),
        ('business_partner', 'Business Partner'),
        ('vocational_expert', 'Vocational Expert'),
        ('witness', 'Witness'),
        ('other', 'Other'),
    ], string='Deponent Type', required=True)

    # ── Notice ────────────────────────────────────────────────────────────────
    notice_date = fields.Date(
        string='Notice Served Date',
        help='Date the Notice of Taking Deposition was served on the deponent. '
             'FL 1.310(b): Minimum 10 days notice required.'
    )
    days_notice = fields.Integer(
        string='Days of Notice',
        compute='_compute_notice_info',
        help='Number of days between notice date and scheduled deposition'
    )
    notice_valid = fields.Boolean(
        string='Notice Valid (≥10 days)',
        compute='_compute_notice_info',
        help='FL 1.310(b): At least 10 days notice required'
    )
    notice_warning = fields.Char(
        string='Notice Warning',
        compute='_compute_notice_info'
    )

    # ── Schedule ──────────────────────────────────────────────────────────────
    scheduled_date = fields.Datetime(
        string='Deposition Date / Time', tracking=True
    )
    location = fields.Char(
        string='Location / Zoom Link',
        help='Physical address or Zoom link. Include court reporter contact info.'
    )
    court_reporter = fields.Char(
        string='Court Reporter',
        help='Court reporter name and contact information'
    )
    max_duration_hours = fields.Float(
        string='Max Duration (hours)',
        default=7.0,
        help='FL 1.310(d): Maximum 7 hours per deponent per day. '
             'Parties may agree to extend.'
    )
    days_until_deposition = fields.Integer(
        string='Days Until Deposition',
        compute='_compute_days_until_deposition'
    )

    # ── State ─────────────────────────────────────────────────────────────────
    state = fields.Selection([
        ('draft', 'Drafting Notice'),
        ('noticed', 'Notice Served'),
        ('confirmed', 'Confirmed'),
        ('completed', 'Completed'),
        ('no_show', 'Deponent No-Show'),
        ('cancelled', 'Cancelled'),
        ('rescheduled', 'Rescheduled'),
    ], string='Status', default='draft', tracking=True)

    # ── Duces Tecum ───────────────────────────────────────────────────────────
    duces_tecum = fields.Boolean(
        string='Duces Tecum (Bring Documents)',
        help='Require deponent to produce documents at deposition'
    )
    duces_tecum_items = fields.Text(
        string='Documents Required (Duces Tecum)',
        help=(
            'List documents deponent must bring. Examples:\n'
            '- Last 3 years federal tax returns\n'
            '- Last 6 months paystubs / payroll records\n'
            '- Bank statements (all accounts, last 12 months)\n'
            '- Business financial statements (if self-employed)\n'
            '- Corporate tax returns (if business owner)\n'
            '- Quickbooks / accounting records'
        )
    )

    # ── Calendar ──────────────────────────────────────────────────────────────
    calendar_event_id = fields.Many2one(
        'calendar.event', string='Calendar Event', ondelete='set null'
    )

    # ── Results ───────────────────────────────────────────────────────────────
    income_verified = fields.Boolean(string='Income Figures Verified')
    income_verified_amount = fields.Float(
        string='Verified Monthly Income ($)',
        help='Net monthly income as established at deposition'
    )
    key_findings = fields.Text(
        string='Key Findings / Testimony Summary',
        help='Summarize key admissions, income figures, contradictions, '
             'and relevant testimony obtained'
    )
    transcript_received = fields.Boolean(string='Transcript Received')
    transcript_notes = fields.Text(string='Transcript Notes')

    # ── No-Show / Compel ──────────────────────────────────────────────────────
    motion_to_compel_filed = fields.Boolean(
        string='Motion to Compel Filed (FL 1.380)'
    )
    motion_to_compel_date = fields.Date(string='Motion to Compel Date')
    sanctions_requested = fields.Boolean(string='Sanctions Requested')

    notes = fields.Text(string='Notes')

    # ══════════════════════════════════════════════════════════════════════════
    # COMPUTED FIELDS
    # ══════════════════════════════════════════════════════════════════════════

    @api.depends('notice_date', 'scheduled_date')
    def _compute_notice_info(self):
        for rec in self:
            if rec.notice_date and rec.scheduled_date:
                days = (rec.scheduled_date.date() - rec.notice_date).days
                rec.days_notice = days
                rec.notice_valid = days >= 10
                if days < 10:
                    rec.notice_warning = (
                        '⚠️ FL 1.310(b): Only {} days notice. '
                        'Minimum 10 days required. Deponent may object.'.format(days)
                    )
                else:
                    rec.notice_warning = (
                        '✅ FL 1.310(b): {} days notice — requirement met.'.format(days)
                    )
            else:
                rec.days_notice = 0
                rec.notice_valid = False
                rec.notice_warning = '⚪ Set notice date and scheduled date to validate'

    @api.depends('scheduled_date')
    def _compute_days_until_deposition(self):
        today = fields.Date.today()
        for rec in self:
            if rec.scheduled_date:
                rec.days_until_deposition = (rec.scheduled_date.date() - today).days
            else:
                rec.days_until_deposition = 0

    # ══════════════════════════════════════════════════════════════════════════
    # CRUD — calendar event lifecycle
    # ══════════════════════════════════════════════════════════════════════════

    @api.model_create_multi
    def create(self, vals_list):
        records = super().create(vals_list)
        for rec in records:
            if rec.scheduled_date:
                rec.with_context(_no_dep_sync=True)._create_or_update_calendar_event()
        return records

    def write(self, vals):
        result = super().write(vals)
        if not self.env.context.get('_no_dep_sync'):
            sync_fields = {'scheduled_date', 'state', 'location', 'deponent_id'}
            if sync_fields.intersection(vals.keys()):
                for rec in self:
                    rec.with_context(_no_dep_sync=True)._create_or_update_calendar_event()
        return result

    # ══════════════════════════════════════════════════════════════════════════
    # CALENDAR INTEGRATION
    # ══════════════════════════════════════════════════════════════════════════

    def _create_or_update_calendar_event(self):
        """Create or update a calendar.event for this deposition."""
        if not self.scheduled_date or self.state in ('cancelled',):
            if self.calendar_event_id:
                self.calendar_event_id.write({'active': False})
            return

        partners = self.env['res.partner']
        if self.case_id.petitioner_id:
            partners |= self.case_id.petitioner_id
        if self.env.user.partner_id:
            partners |= self.env.user.partner_id

        duration = min(self.max_duration_hours or 7.0, 7.0)
        stop_dt = self.scheduled_date + timedelta(hours=duration)

        type_label = dict(self._fields['deponent_type'].selection).get(
            self.deponent_type, 'Deponent'
        )
        event_name = '[{}] Deposition — {} ({})'.format(
            self.case_id.name,
            self.deponent_id.name,
            type_label,
        )
        description = (
            'FL 1.310 Deposition\n'
            'Case: {}\n'
            'Deponent: {} ({})\n'
            'Location: {}\n'
            'Court Reporter: {}\n'
            'Max Duration: {} hours\n'
            'Duces Tecum: {}\n'
            'Status: {}'
        ).format(
            self.case_id.name,
            self.deponent_id.name,
            type_label,
            self.location or 'TBD',
            self.court_reporter or 'TBD',
            duration,
            'YES — document production required' if self.duces_tecum else 'No',
            dict(self._fields['state'].selection).get(self.state, ''),
        )

        if self.calendar_event_id:
            self.calendar_event_id.write({
                'name': event_name,
                'start': self.scheduled_date,
                'stop': stop_dt,
                'description': description,
                'active': self.state not in ('cancelled',),
                'show_as': 'busy',
            })
        else:
            event = self.env['calendar.event'].sudo().create({
                'name': event_name,
                'start': self.scheduled_date,
                'stop': stop_dt,
                'description': description,
                'partner_ids': [(6, 0, partners.ids)],
                'show_as': 'busy',
                'privacy': 'confidential',
            })
            self.write({'calendar_event_id': event.id})

    # ══════════════════════════════════════════════════════════════════════════
    # WORKFLOW ACTIONS
    # ══════════════════════════════════════════════════════════════════════════

    def action_mark_noticed(self):
        """Notice of Taking Deposition has been served on deponent."""
        if not self.notice_date:
            self.notice_date = fields.Date.today()
        self.write({'state': 'noticed'})
        self.case_id.message_post(
            body=(
                '📋 <b>Deposition Notice Served</b><br/>'
                'Deponent: {} ({})<br/>'
                'Notice date: {}<br/>'
                'Scheduled: {}<br/>'
                'Notice valid: {} (FL 1.310(b): 10 days required)'
            ).format(
                self.deponent_id.name,
                dict(self._fields['deponent_type'].selection).get(self.deponent_type, ''),
                self.notice_date,
                self.scheduled_date,
                '✅ Yes' if self.notice_valid else '⚠️ INSUFFICIENT NOTICE',
            ),
            subtype_xmlid='mail.mt_note',
        )

    def action_confirm(self):
        """Deponent and court reporter confirmed."""
        self.write({'state': 'confirmed'})

    def action_mark_completed(self):
        """Deposition completed successfully."""
        self.write({'state': 'completed'})
        if self.calendar_event_id:
            self.calendar_event_id.write({'active': False})
        self.case_id.message_post(
            body=(
                '✅ <b>Deposition Completed</b><br/>'
                'Deponent: {} ({})<br/>'
                'Income verified: {} {}<br/>'
                '<i>Update Key Findings with testimony summary.</i>'
            ).format(
                self.deponent_id.name,
                dict(self._fields['deponent_type'].selection).get(self.deponent_type, ''),
                '✅ ${}' .format(self.income_verified_amount) if self.income_verified else '❌ Not yet',
                '/month' if self.income_verified else '',
            ),
            subtype_xmlid='mail.mt_note',
        )

    def action_no_show(self):
        """
        Deponent did not appear at deposition.
        FL 1.380: Motion to Compel / Motion for Sanctions.
        """
        self.write({'state': 'no_show'})

        # Create Motion to Compel deadline (20 days to file)
        mtc_due = fields.Date.today() + relativedelta(days=20)
        self.env['fl.deadline'].create({
            'case_id': self.case_id.id,
            'name': 'File Motion to Compel Deposition — {} No-Show (FL 1.380)'.format(
                self.deponent_id.name
            ),
            'deadline_type': 'compliance',
            'due_date': mtc_due,
            'anchor_date': fields.Date.today(),
            'offset_days': 20,
            'statute_reference': (
                'FL 1.380 — Motion to Compel Attendance at Deposition. '
                'May also request sanctions under FL 1.380(b)(2).'
            ),
        })

        # Create project task
        if self.case_id.project_id:
            self.env['project.task'].create({
                'name': 'File Motion to Compel: {} Deposition No-Show'.format(
                    self.deponent_id.name
                ),
                'project_id': self.case_id.project_id.id,
                'description': (
                    '{} failed to appear at the scheduled deposition on {}.\n\n'
                    'Steps:\n'
                    '1. Prepare Motion to Compel Attendance (FL 1.380)\n'
                    '2. Include Certificate of Good Faith Effort to Resolve\n'
                    '3. Request sanctions under FL 1.380(b)(2) — costs and attorney fees\n'
                    '4. File with Miami-Dade Clerk and set hearing date\n\n'
                    'Deadline to file: {}'
                ).format(
                    self.deponent_id.name,
                    self.scheduled_date,
                    mtc_due,
                ),
                'date_deadline': mtc_due,
            })

        self.case_id.message_post(
            body=(
                '<b>⚠️ DEPOSITION NO-SHOW — Motion to Compel Required</b><br/>'
                '{} did not appear at the deposition scheduled for {}.<br/><br/>'
                '<b>Action Required:</b> File a Motion to Compel Attendance (FL 1.380) '
                'within 20 days ({}).<br/>'
                'You may also request sanctions (attorney fees / costs) '
                'under FL 1.380(b)(2).'
            ).format(
                self.deponent_id.name,
                self.scheduled_date,
                mtc_due,
            ),
            subtype_xmlid='mail.mt_note',
        )

    def action_cancel(self):
        """Cancel this deposition (e.g. case settled, rescheduled)."""
        self.write({'state': 'cancelled'})
        if self.calendar_event_id:
            self.calendar_event_id.write({'active': False})

    def action_reschedule(self):
        """Mark as rescheduled — user should create a new deposition record."""
        self.write({'state': 'rescheduled'})
        self.case_id.message_post(
            body=(
                '🔄 <b>Deposition Rescheduled</b><br/>'
                'Deposition for {} has been marked rescheduled. '
                'Create a new deposition record with the new date and '
                'serve a new Notice of Taking Deposition.'
            ).format(self.deponent_id.name),
            subtype_xmlid='mail.mt_note',
        )