fl_deposition.py — Full implementation: - Calendar event sync for all scheduled depositions - Notice validation: FL 1.310(b) 10-day minimum; days_notice + notice_valid computed - Duces tecum document list field with production instructions - Workflow buttons: Mark Noticed, Confirm, Completed, No-Show, Reschedule, Cancel - action_no_show: auto-creates Motion to Compel deadline (FL 1.380, 20 days), project task with step-by-step instructions, urgent chatter alert - Court reporter field, transcript tracking, key findings summary fl_discovery.py — Full implementation: - action_mark_served: creates fl.deadline for 30-day response window - action_flag_deficient: creates deficiency notice deadline (good-faith prerequisite) - action_file_motion_to_compel: FL 1.380 deadline + project task with instructions - admissions_deemed computed: FL 1.370 auto-deemed-admitted after 30 days (critical) - _cron_discovery_overdue_alerts: daily check — overdue responses + deemed admissions with urgent chatter alerts distinguishing regular overdue vs. deemed-admitted - sanctions_requested field for FL 1.380(a)(4) expense awards Enhanced views: - fl_deposition_views: calendar view, notice validation banners, no-show alert, duces tecum section, workflow status bar, results section - fl_discovery_views: FL 1.370 deemed-admitted critical red banner, overdue response warning, subpoena info section, Motion to Compel section, tree with inline action buttons, full search with filter presets ir.cron: added daily discovery overdue alert job to fl_deadline_rules.xml Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
237 lines
14 KiB
XML
237 lines
14 KiB
XML
<?xml version="1.0" encoding="utf-8"?>
|
|
<odoo>
|
|
<data>
|
|
|
|
<!-- ══════════════════════════════════════════════════════
|
|
TREE VIEW
|
|
══════════════════════════════════════════════════════ -->
|
|
<record id="view_fl_deposition_tree" model="ir.ui.view">
|
|
<field name="name">fl.deposition.tree</field>
|
|
<field name="model">fl.deposition</field>
|
|
<field name="arch" type="xml">
|
|
<tree string="Depositions"
|
|
decoration-danger="state == 'no_show'"
|
|
decoration-success="state == 'completed'"
|
|
decoration-muted="state in ('cancelled', 'rescheduled')"
|
|
decoration-warning="state == 'noticed' and not notice_valid">
|
|
<field name="case_id"/>
|
|
<field name="deponent_id"/>
|
|
<field name="deponent_type"/>
|
|
<field name="notice_date"/>
|
|
<field name="scheduled_date"/>
|
|
<field name="days_until_deposition" string="Days Away"
|
|
attrs="{'invisible': [('state', 'in', ['completed', 'cancelled'])]}"/>
|
|
<field name="notice_valid" string="Notice OK" optional="show"/>
|
|
<field name="state" widget="badge"
|
|
decoration-success="state == 'completed'"
|
|
decoration-danger="state == 'no_show'"
|
|
decoration-warning="state in ('noticed', 'draft')"
|
|
decoration-info="state == 'confirmed'"/>
|
|
<field name="duces_tecum" optional="show"/>
|
|
<field name="income_verified" optional="show"/>
|
|
</tree>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ══════════════════════════════════════════════════════
|
|
FORM VIEW
|
|
══════════════════════════════════════════════════════ -->
|
|
<record id="view_fl_deposition_form" model="ir.ui.view">
|
|
<field name="name">fl.deposition.form</field>
|
|
<field name="model">fl.deposition</field>
|
|
<field name="arch" type="xml">
|
|
<form string="Deposition">
|
|
<header>
|
|
<button name="action_mark_noticed" string="Mark Notice Served"
|
|
type="object" class="oe_highlight"
|
|
attrs="{'invisible': [('state', '!=', 'draft')]}"/>
|
|
<button name="action_confirm" string="Confirm"
|
|
type="object"
|
|
attrs="{'invisible': [('state', '!=', 'noticed')]}"/>
|
|
<button name="action_mark_completed" string="Mark Completed"
|
|
type="object" class="oe_highlight"
|
|
attrs="{'invisible': [('state', 'not in', ['confirmed', 'noticed'])]}"/>
|
|
<button name="action_no_show" string="Deponent No-Show"
|
|
type="object"
|
|
confirm="Mark this deponent as a no-show? This will trigger the Motion to Compel workflow."
|
|
attrs="{'invisible': [('state', 'not in', ['confirmed', 'noticed'])]}"/>
|
|
<button name="action_reschedule" string="Reschedule"
|
|
type="object"
|
|
attrs="{'invisible': [('state', 'not in', ['draft', 'noticed', 'confirmed'])]}"/>
|
|
<button name="action_cancel" string="Cancel"
|
|
type="object"
|
|
confirm="Cancel this deposition?"
|
|
attrs="{'invisible': [('state', 'in', ['completed', 'cancelled'])]}"/>
|
|
<field name="state" widget="statusbar"
|
|
statusbar_visible="draft,noticed,confirmed,completed"/>
|
|
</header>
|
|
<sheet>
|
|
<!-- FL 1.310 Notice Alert -->
|
|
<div class="alert alert-info" role="alert">
|
|
<strong>FL 1.310 Requirements:</strong>
|
|
<span class="ml-2">Minimum <strong>10 days notice</strong> (b) | Maximum <strong>7 hours/day</strong> per deponent (d)</span>
|
|
</div>
|
|
|
|
<!-- Notice validity warning -->
|
|
<div class="alert alert-warning" role="alert"
|
|
attrs="{'invisible': ['|', ('notice_valid', '=', True), ('notice_date', '=', False), ('scheduled_date', '=', False)]}">
|
|
<strong>⚠️ INSUFFICIENT NOTICE</strong> —
|
|
<field name="notice_warning" readonly="1" nolabel="1"/>
|
|
</div>
|
|
<div class="alert alert-success" role="alert"
|
|
attrs="{'invisible': ['|', ('notice_valid', '=', False), ('notice_date', '=', False)]}">
|
|
<field name="notice_warning" readonly="1" nolabel="1"/>
|
|
</div>
|
|
|
|
<!-- No-Show alert -->
|
|
<div class="alert alert-danger" role="alert"
|
|
attrs="{'invisible': [('state', '!=', 'no_show')]}">
|
|
<strong>⚠️ DEPONENT NO-SHOW</strong> — File Motion to Compel
|
|
Attendance (FL 1.380). Check the Deadlines tab for the deadline.
|
|
You may also request sanctions under FL 1.380(b)(2).
|
|
</div>
|
|
|
|
<!-- Completed summary -->
|
|
<div class="alert alert-success" role="alert"
|
|
attrs="{'invisible': [('state', '!=', 'completed')]}">
|
|
<strong>✅ Deposition Completed</strong>
|
|
<span attrs="{'invisible': [('income_verified', '=', False)]}">
|
|
— Income verified at
|
|
<field name="income_verified_amount" readonly="1" nolabel="1"/> /month
|
|
</span>
|
|
</div>
|
|
|
|
<group>
|
|
<group string="Deponent">
|
|
<field name="case_id"/>
|
|
<field name="deponent_id"/>
|
|
<field name="deponent_type"/>
|
|
</group>
|
|
<group string="Schedule (FL 1.310)">
|
|
<field name="notice_date"/>
|
|
<field name="scheduled_date"/>
|
|
<field name="days_notice" readonly="1"/>
|
|
<field name="days_until_deposition" readonly="1"/>
|
|
<field name="max_duration_hours"/>
|
|
</group>
|
|
</group>
|
|
|
|
<group>
|
|
<group string="Location">
|
|
<field name="location"/>
|
|
<field name="court_reporter"/>
|
|
<field name="calendar_event_id" readonly="1"
|
|
attrs="{'invisible': [('calendar_event_id', '=', False)]}"/>
|
|
</group>
|
|
</group>
|
|
|
|
<!-- Duces Tecum -->
|
|
<group string="Duces Tecum — Document Production Requirement">
|
|
<field name="duces_tecum"/>
|
|
<field name="duces_tecum_items"
|
|
attrs="{'invisible': [('duces_tecum', '=', False)], 'required': [('duces_tecum', '=', True)]}"
|
|
placeholder="List documents deponent must bring to the deposition: - Last 3 years federal/state tax returns - Last 6 months paystubs - All bank statements last 12 months - Business financial statements - Corporate tax returns - Quickbooks / accounting records"/>
|
|
</group>
|
|
|
|
<!-- Results (shown when completed) -->
|
|
<group string="Results / Findings"
|
|
attrs="{'invisible': [('state', 'not in', ['completed', 'no_show'])]}">
|
|
<field name="income_verified"/>
|
|
<field name="income_verified_amount"
|
|
attrs="{'invisible': [('income_verified', '=', False)]}"/>
|
|
<field name="transcript_received"/>
|
|
</group>
|
|
|
|
<field name="key_findings"
|
|
attrs="{'invisible': [('state', 'not in', ['completed'])]}"
|
|
placeholder="Summarize key testimony: income figures, contradictions, admissions, document admissions..."/>
|
|
|
|
<!-- Motion to Compel (no-show only) -->
|
|
<group string="Motion to Compel (FL 1.380)"
|
|
attrs="{'invisible': [('state', '!=', 'no_show')]}">
|
|
<field name="motion_to_compel_filed"/>
|
|
<field name="motion_to_compel_date"
|
|
attrs="{'invisible': [('motion_to_compel_filed', '=', False)]}"/>
|
|
<field name="sanctions_requested"/>
|
|
</group>
|
|
|
|
<field name="notes" placeholder="Notes, preparation strategy, questions to ask..."/>
|
|
</sheet>
|
|
<div class="oe_chatter">
|
|
<field name="message_follower_ids"/>
|
|
<field name="message_ids"/>
|
|
</div>
|
|
</form>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ══════════════════════════════════════════════════════
|
|
CALENDAR VIEW
|
|
══════════════════════════════════════════════════════ -->
|
|
<record id="view_fl_deposition_calendar" model="ir.ui.view">
|
|
<field name="name">fl.deposition.calendar</field>
|
|
<field name="model">fl.deposition</field>
|
|
<field name="arch" type="xml">
|
|
<calendar string="Deposition Calendar"
|
|
date_start="scheduled_date"
|
|
date_stop="scheduled_date"
|
|
color="deponent_type"
|
|
mode="month"
|
|
quick_create="False">
|
|
<field name="deponent_id"/>
|
|
<field name="case_id"/>
|
|
<field name="deponent_type"/>
|
|
<field name="state"/>
|
|
<field name="location"/>
|
|
</calendar>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ══════════════════════════════════════════════════════
|
|
SEARCH VIEW
|
|
══════════════════════════════════════════════════════ -->
|
|
<record id="view_fl_deposition_search" model="ir.ui.view">
|
|
<field name="name">fl.deposition.search</field>
|
|
<field name="model">fl.deposition</field>
|
|
<field name="arch" type="xml">
|
|
<search string="Search Depositions">
|
|
<field name="deponent_id"/>
|
|
<field name="case_id"/>
|
|
<field name="deponent_type"/>
|
|
<filter string="Pending" name="filter_pending"
|
|
domain="[('state', 'in', ['draft', 'noticed', 'confirmed'])]"/>
|
|
<filter string="No-Show" name="filter_no_show"
|
|
domain="[('state', '=', 'no_show')]"/>
|
|
<filter string="Completed" name="filter_completed"
|
|
domain="[('state', '=', 'completed')]"/>
|
|
<filter string="Invalid Notice" name="filter_invalid"
|
|
domain="[('notice_valid', '=', False), ('notice_date', '!=', False)]"/>
|
|
<filter string="Duces Tecum" name="filter_duces"
|
|
domain="[('duces_tecum', '=', True)]"/>
|
|
<group string="Group By">
|
|
<filter string="Case" name="group_case"
|
|
context="{'group_by': 'case_id'}"/>
|
|
<filter string="Status" name="group_state"
|
|
context="{'group_by': 'state'}"/>
|
|
<filter string="Deponent Type" name="group_type"
|
|
context="{'group_by': 'deponent_type'}"/>
|
|
</group>
|
|
</search>
|
|
</field>
|
|
</record>
|
|
|
|
<!-- ══════════════════════════════════════════════════════
|
|
ACTIONS
|
|
══════════════════════════════════════════════════════ -->
|
|
<record id="action_fl_deposition_list" model="ir.actions.act_window">
|
|
<field name="name">Depositions</field>
|
|
<field name="res_model">fl.deposition</field>
|
|
<field name="view_mode">tree,calendar,form</field>
|
|
<field name="search_view_id" ref="view_fl_deposition_search"/>
|
|
<field name="domain">[('state', 'not in', ['cancelled'])]</field>
|
|
<field name="context">{'search_default_filter_pending': 1}</field>
|
|
</record>
|
|
|
|
</data>
|
|
</odoo>
|