Step 13: Miami-Dade auto-seed (AO 14-13) + course-before-judgment guard

familylaw.obligation (per case): status_quo_order / parenting_course / mediation,
state pending/completed/waived, complete + waive actions.

familylaw.case (_inherit):
- create() seeds AO 14-13 obligations for Miami-Dade matters (idempotent,
  _seed_miamidade_obligations): Status Quo Order on dissolutions; Parenting Course on
  children matters (dissolution_children/paternity/parenting_modification); Mediation
  on all Miami-Dade matters. Non-Miami-Dade seeds nothing.
- action_set_hearing() now guards course-before-judgment: blocked while a required
  parenting course is pending (children matters); allowed once completed.

Obligations tab on the case form. ACL added.

Tests (familylaw_step13): seeding by case type; no-children excludes course;
non-Miami-Dade no seed; idempotent; guard blocks/passes directly and across the full
lifecycle path; no-children not blocked; complete/waive.

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/__manifest__.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 {
     "name": "Active Blue Family Law",
-    "version": "18.0.12.0.0",
+    "version": "18.0.13.0.0",
     "category": "Services/Legal",
     "summary": "Florida family law case management (Miami-Dade / 11th Judicial Circuit)",
     "description": """

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/__init__.py

@@ -17,6 +17,7 @@ from . import familylaw_modification
 from . import familylaw_emergency
 from . import familylaw_docuseal
 from . import familylaw_archive
+from . import familylaw_obligation
 from . import familylaw_ai_wizard
 from . import familylaw_modification_wizard
 from . import familylaw_emergency_wizard

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_obligation.py

@@ -0,0 +1,128 @@
+# -*- coding: utf-8 -*-
+"""STEP 13 — Miami-Dade auto-seed (11th Circuit Administrative Order 14-13).
+
+When a Miami-Dade family matter is opened, certain obligations attach automatically:
+  * a Status Quo Order (dissolution matters);
+  * a mandatory Parenting Course (matters involving minor children);
+  * mandatory Mediation before the final hearing.
+
+And a COURSE-BEFORE-JUDGMENT GUARD: a matter with minor children cannot be set for
+the final hearing (toward judgment) while the mandatory parenting course is still
+pending.
+
+VERIFY current rule — local administrative orders change; confirm AO 14-13's current
+requirements and which case types they attach to before relying in production.
+"""
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+_DISSOLUTION_TYPES = {"dissolution_no_children", "dissolution_children"}
+_CHILDREN_TYPES = {"dissolution_children", "paternity", "parenting_modification"}
+
+
+class FamilyLawObligation(models.Model):
+    _name = "familylaw.obligation"
+    _description = "Court-Imposed Obligation (AO 14-13)"
+    _inherit = ["mail.thread"]
+    _order = "id"
+
+    case_id = fields.Many2one(
+        "familylaw.case", required=True, ondelete="cascade", index=True, tracking=True,
+    )
+    name = fields.Char(required=True)
+    obligation_type = fields.Selection(
+        selection=[
+            ("status_quo_order", "Status Quo Order"),
+            ("parenting_course", "Parenting Course"),
+            ("mediation", "Mediation"),
+            ("other", "Other"),
+        ],
+        required=True,
+        tracking=True,
+    )
+    required = fields.Boolean(default=True)
+    state = fields.Selection(
+        selection=[
+            ("pending", "Pending"),
+            ("completed", "Completed"),
+            ("waived", "Waived"),
+        ],
+        default="pending",
+        required=True,
+        tracking=True,
+    )
+    completed_date = fields.Date(readonly=True, copy=False)
+    notes = fields.Text()
+
+    def action_complete(self):
+        for ob in self:
+            ob.state = "completed"
+            ob.completed_date = fields.Date.context_today(ob)
+            ob.message_post(body=_("Obligation completed."))
+        return True
+
+    def action_waive(self):
+        for ob in self:
+            ob.state = "waived"
+            ob.message_post(body=_("Obligation waived (by the court / attorney)."))
+        return True
+
+
+class FamilyLawCaseObligations(models.Model):
+    _inherit = "familylaw.case"
+
+    obligation_ids = fields.One2many(
+        "familylaw.obligation", "case_id", string="Obligations",
+    )
+
+    @api.model_create_multi
+    def create(self, vals_list):
+        cases = super().create(vals_list)
+        cases._seed_miamidade_obligations()
+        return cases
+
+    def _seed_miamidade_obligations(self):
+        """Idempotently seed AO 14-13 obligations for Miami-Dade matters."""
+        Ob = self.env["familylaw.obligation"]
+        for case in self:
+            if case.county != "miami_dade":
+                continue
+            existing = set(case.obligation_ids.mapped("obligation_type"))
+            to_add = []
+            if case.case_type in _DISSOLUTION_TYPES:
+                to_add.append(("status_quo_order",
+                               _("Status Quo Order (AO 14-13)")))
+            if case.case_type in _CHILDREN_TYPES:
+                to_add.append(("parenting_course",
+                               _("Parenting Course (mandatory, AO 14-13)")))
+            to_add.append(("mediation", _("Mediation before final hearing")))
+            for otype, label in to_add:
+                if otype in existing:
+                    continue
+                Ob.create({
+                    "case_id": case.id,
+                    "obligation_type": otype,
+                    "name": label,
+                    "required": True,
+                })
+        return True
+
+    def action_seed_obligations(self):
+        self._seed_miamidade_obligations()
+        return True
+
+    def _check_parenting_course_before_judgment(self):
+        for case in self:
+            pending = case.obligation_ids.filtered(
+                lambda o: o.obligation_type == "parenting_course"
+                and o.required and o.state == "pending")
+            if pending:
+                raise UserError(_(
+                    "The mandatory parenting course must be completed before this "
+                    "matter can be set for the final hearing / judgment (AO 14-13)."))
+
+    def action_set_hearing(self):
+        # Course-before-judgment guard layered on the Step 1 transition.
+        self._check_parenting_course_before_judgment()
+        return super().action_set_hearing()

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/security/ir.model.access.csv

@@ -41,3 +41,5 @@ access_familylaw_retention_class_user,familylaw.retention.class staff,model_fami
 access_familylaw_retention_class_attorney,familylaw.retention.class attorney,model_familylaw_retention_class,group_familylaw_attorney,1,1,1,1
 access_familylaw_archive_user,familylaw.archive staff,model_familylaw_archive,group_familylaw_user,1,1,1,0
 access_familylaw_archive_attorney,familylaw.archive attorney,model_familylaw_archive,group_familylaw_attorney,1,1,1,1
+access_familylaw_obligation_user,familylaw.obligation staff,model_familylaw_obligation,group_familylaw_user,1,1,1,0
+access_familylaw_obligation_attorney,familylaw.obligation attorney,model_familylaw_obligation,group_familylaw_attorney,1,1,1,1

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/__init__.py

@@ -10,3 +10,4 @@ from . import test_step9
 from . import test_step10
 from . import test_step11
 from . import test_step12
+from . import test_step13

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/test_step13.py

@@ -0,0 +1,107 @@
+# -*- coding: utf-8 -*-
+"""STEP 13 tests — Miami-Dade auto-seed (AO 14-13).
+
+    odoo -d <db> -u activeblue_familylaw --test-enable \
+         --test-tags familylaw_step13 --stop-after-init
+
+Proves:
+  * obligations seed on case open for Miami-Dade matters (by case type);
+  * non-Miami-Dade matters do not seed;
+  * the course-before-judgment guard blocks setting the final hearing while the
+    parenting course is pending, and allows it once completed;
+  * seeding is idempotent.
+"""
+
+from odoo.tests.common import TransactionCase, new_test_user, tagged
+from odoo.exceptions import UserError
+
+
+@tagged("post_install", "-at_install", "familylaw", "familylaw_step13")
+class TestStep13Obligations(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.attorney = new_test_user(
+            cls.env, login="fl_atty13", name="Attorney 13",
+            email="atty13@example.com",
+            groups="base.group_user,activeblue_familylaw.group_familylaw_attorney",
+        )
+        cls.partner = cls.env["res.partner"].create({"name": "AO Client"})
+        cls.Case = cls.env["familylaw.case"]
+
+    def _case(self, **kw):
+        vals = {"name": "AO Matter", "client_id": self.partner.id,
+                "case_type": "dissolution_children", "county": "miami_dade"}
+        vals.update(kw)
+        return self.Case.create(vals)
+
+    # --- seeding ------------------------------------------------------------
+    def test_01_seed_dissolution_children(self):
+        case = self._case(case_type="dissolution_children")
+        types = set(case.obligation_ids.mapped("obligation_type"))
+        self.assertEqual(types, {"status_quo_order", "parenting_course", "mediation"})
+
+    def test_02_seed_dissolution_no_children(self):
+        case = self._case(case_type="dissolution_no_children")
+        types = set(case.obligation_ids.mapped("obligation_type"))
+        self.assertIn("status_quo_order", types)
+        self.assertIn("mediation", types)
+        self.assertNotIn("parenting_course", types)
+
+    def test_03_seed_paternity_has_course(self):
+        case = self._case(case_type="paternity")
+        types = set(case.obligation_ids.mapped("obligation_type"))
+        self.assertIn("parenting_course", types)
+
+    def test_04_non_miamidade_no_seed(self):
+        case = self._case(county="broward")
+        self.assertFalse(case.obligation_ids)
+
+    def test_05_seed_idempotent(self):
+        case = self._case()
+        n1 = len(case.obligation_ids)
+        case.action_seed_obligations()
+        self.assertEqual(len(case.obligation_ids), n1)
+
+    # --- course-before-judgment guard ---------------------------------------
+    def test_06_guard_blocks_hearing_with_pending_course(self):
+        case = self._case(case_type="dissolution_children")
+        with self.assertRaises(UserError):
+            case._check_parenting_course_before_judgment()
+
+    def test_07_guard_passes_after_course_complete(self):
+        case = self._case(case_type="dissolution_children")
+        course = case.obligation_ids.filtered(
+            lambda o: o.obligation_type == "parenting_course")
+        course.action_complete()
+        # should not raise
+        case._check_parenting_course_before_judgment()
+
+    def test_08_guard_in_full_path(self):
+        case = self._case(case_type="dissolution_children")
+        case.with_user(self.attorney).action_mark_conflict_cleared()
+        case.action_engage()
+        case.action_start_disclosure()
+        case.action_start_discovery()
+        case.action_start_mediation()
+        # parenting course still pending -> set hearing blocked
+        with self.assertRaises(UserError):
+            case.action_set_hearing()
+        # complete course -> allowed
+        case.obligation_ids.filtered(
+            lambda o: o.obligation_type == "parenting_course").action_complete()
+        case.action_set_hearing()
+        self.assertEqual(case.state, "hearing")
+
+    def test_09_no_children_not_blocked(self):
+        case = self._case(case_type="dissolution_no_children")
+        # no parenting_course obligation -> guard passes
+        case._check_parenting_course_before_judgment()
+
+    def test_10_obligation_complete_waive(self):
+        case = self._case()
+        ob = case.obligation_ids[0]
+        ob.action_complete()
+        self.assertEqual(ob.state, "completed")
+        self.assertTrue(ob.completed_date)

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_case_views.xml

@@ -157,6 +157,19 @@
                                 </list>
                             </field>
                         </page>
+                        <page string="Obligations" name="obligations">
+                            <field name="obligation_ids">
+                                <list editable="bottom"
+                                      decoration-success="state == 'completed'"
+                                      decoration-warning="state == 'pending' and required">
+                                    <field name="name"/>
+                                    <field name="obligation_type"/>
+                                    <field name="required"/>
+                                    <field name="state" widget="badge"/>
+                                    <field name="completed_date"/>
+                                </list>
+                            </field>
+                        </page>
                         <page string="Conflict Hits" name="conflict_hits"
                               invisible="conflict_hit_count == 0">
                             <field name="conflict_hit_ids">