Step 5: mandatory disclosure (Rule 12.285) — checklist + financial affidavit

Three per-proceeding models: - familylaw.disclosure.item: Rule 12.285 checklist; is_mandatory items refuse waiver in code (action_waive raises); non-mandatory can be waived - familylaw.financial.affidavit: form-by-income selection — short 12.902(b) below the $50,000 gross-annual threshold, long 12.902(c) at/above it; 45-day due date (Rule 12.285(e)) with weekend roll; line totals + net worth - familylaw.fin.line: income/expense/asset/liability line items All thresholds/counts flagged "verify current rule" (volatile FL law). proceeding gets disclosure_item_ids + affidavit_ids, Seed Disclosure Checklist button, and Disclosure / Financial Affidavits notebook tabs. Views + menu + ACL. Tests (familylaw_step5): 15 tests — form selection across the threshold boundary (49999 short / 50000 long / 80000 long), recompute on income change, 45-day due with/without weekend roll (fixed dates), mandatory-cannot-waive, non-mandatory waive, totals + net worth, idempotent seeding, per-proceeding isolation. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-02 04:04:57 +00:00
parent a6f8d31316
commit 82f9d3c0e8
10 changed files with 578 additions and 1 deletions
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/manifest.py
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/manifest.py
@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 {
    "name": "Active Blue Family Law",
-    "version": "18.0.4.0.0",
+    "version": "18.0.5.0.0",
    "category": "Services/Legal",
    "summary": "Florida family law case management (Miami-Dade / 11th Judicial Circuit)",
    "description": """
@@ -32,6 +32,7 @@ Each step adds one vertical, independently testable slice. See BUILD_PLAN.md.
        "views/familylaw_proceeding_views.xml",
        "views/familylaw_document_views.xml",
        "views/familylaw_deadline_views.xml",
+        "views/familylaw_disclosure_views.xml",
        "views/familylaw_intake_views.xml",
        "views/familylaw_case_views.xml",
        "views/familylaw_menus.xml",
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/init.py
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/init.py
@@ -7,3 +7,4 @@ from . import familylaw_conflict
 from . import familylaw_intake
 from . import familylaw_document
 from . import familylaw_deadline
+from . import familylaw_disclosure
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_disclosure.py
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_disclosure.py
@@ -0,0 +1,209 @@
+# -*- coding: utf-8 -*-
+"""STEP 5 — Mandatory disclosure (Florida Family Law Rule 12.285).
+
+Three models, all hanging off a PROCEEDING:
+
+  * familylaw.disclosure.item   — the checklist of required disclosure documents
+  * familylaw.financial.affidavit — the financial affidavit, with the form-by-income
+                                    selection (12.902(b) short vs 12.902(c) long)
+  * familylaw.fin.line          — line items (income/expense/asset/liability)
+
+LEGAL NOTES (verify current rule — these values are volatile):
+  * Mandatory disclosure under Rule 12.285 CANNOT be waived by the parties (with
+    narrow exceptions, e.g. simplified dissolution). Items flagged is_mandatory
+    refuse waiver in code.
+  * The financial affidavit form turns on gross annual income: below the threshold
+    the short form 12.902(b) applies; at or above it the long form 12.902(c) applies.
+    The threshold is currently $50,000 — CONFIRM before relying on it.
+  * The affidavit is due within 45 days of service of the initial pleading
+    (Rule 12.285(e)) — confirm the trigger and count for the matter at hand.
+"""
+
+from datetime import timedelta
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+# VERIFY CURRENT RULE — do not treat as permanent.
+DISCLOSURE_INCOME_THRESHOLD = 50000.0   # gross annual income, USD
+DISCLOSURE_DUE_DAYS = 45                 # Rule 12.285(e)
+
+
+def _roll_forward_weekend(due):
+    while due.weekday() >= 5:
+        due += timedelta(days=1)
+    return due
+
+
+class FamilyLawDisclosureItem(models.Model):
+    _name = "familylaw.disclosure.item"
+    _description = "Mandatory Disclosure Item"
+    _inherit = ["mail.thread"]
+    _order = "sequence, id"
+
+    sequence = fields.Integer(default=10)
+    proceeding_id = fields.Many2one(
+        "familylaw.proceeding", required=True, ondelete="cascade", index=True,
+        tracking=True,
+    )
+    case_id = fields.Many2one(
+        "familylaw.case", related="proceeding_id.case_id", store=True, index=True,
+    )
+    name = fields.Char(required=True, tracking=True)
+    is_mandatory = fields.Boolean(
+        string="Mandatory (cannot waive)",
+        default=True,
+        help="Rule 12.285 disclosure that the parties cannot waive.",
+    )
+    state = fields.Selection(
+        selection=[
+            ("required", "Required"),
+            ("provided", "Provided"),
+            ("waived", "Waived"),
+            ("na", "Not Applicable"),
+        ],
+        default="required",
+        required=True,
+        tracking=True,
+    )
+    notes = fields.Text()
+
+    def action_mark_provided(self):
+        for item in self:
+            item.state = "provided"
+            item.message_post(body=_("Disclosure item provided."))
+        return True
+
+    def action_waive(self):
+        for item in self:
+            if item.is_mandatory:
+                raise UserError(
+                    _("'%s' is mandatory disclosure under Rule 12.285 and cannot be "
+                      "waived by the parties.") % item.name
+                )
+            item.state = "waived"
+            item.message_post(body=_("Disclosure item waived (non-mandatory)."))
+        return True
+
+
+class FamilyLawFinancialAffidavit(models.Model):
+    _name = "familylaw.financial.affidavit"
+    _description = "Financial Affidavit (12.902(b)/(c))"
+    _inherit = ["mail.thread"]
+    _order = "create_date desc"
+
+    proceeding_id = fields.Many2one(
+        "familylaw.proceeding", required=True, ondelete="cascade", index=True,
+        tracking=True,
+    )
+    case_id = fields.Many2one(
+        "familylaw.case", related="proceeding_id.case_id", store=True, index=True,
+    )
+    party_id = fields.Many2one("familylaw.party", string="Affiant (party)")
+    name = fields.Char(string="Affiant Name", required=True, tracking=True)
+
+    gross_annual_income = fields.Float(
+        string="Gross Annual Income",
+        tracking=True,
+        help="Drives the form selection. Verify the current threshold.",
+    )
+    form_type = fields.Selection(
+        selection=[
+            ("short", "Short Form — 12.902(b)"),
+            ("long", "Long Form — 12.902(c)"),
+        ],
+        compute="_compute_form_type",
+        store=True,
+        string="Required Form",
+    )
+    form_reference = fields.Char(
+        compute="_compute_form_type", store=True, string="Form #",
+    )
+
+    trigger_date = fields.Date(string="Trigger (service) Date", tracking=True)
+    due_date = fields.Date(
+        compute="_compute_due_date", store=True, tracking=True,
+        help="45 days from the trigger (Rule 12.285(e)), rolled off weekends.",
+    )
+    state = fields.Selection(
+        selection=[
+            ("draft", "Draft"),
+            ("provided", "Provided"),
+            ("filed", "Filed"),
+        ],
+        default="draft",
+        required=True,
+        tracking=True,
+    )
+    line_ids = fields.One2many(
+        "familylaw.fin.line", "affidavit_id", string="Line Items",
+    )
+    total_income = fields.Float(compute="_compute_totals", store=True)
+    total_expense = fields.Float(compute="_compute_totals", store=True)
+    total_asset = fields.Float(compute="_compute_totals", store=True)
+    total_liability = fields.Float(compute="_compute_totals", store=True)
+    net_worth = fields.Float(compute="_compute_totals", store=True)
+
+    @api.depends("gross_annual_income")
+    def _compute_form_type(self):
+        for aff in self:
+            if aff.gross_annual_income >= DISCLOSURE_INCOME_THRESHOLD:
+                aff.form_type = "long"
+                aff.form_reference = "12.902(c)"
+            else:
+                aff.form_type = "short"
+                aff.form_reference = "12.902(b)"
+
+    @api.depends("trigger_date")
+    def _compute_due_date(self):
+        for aff in self:
+            if not aff.trigger_date:
+                aff.due_date = False
+                continue
+            raw = aff.trigger_date + timedelta(days=DISCLOSURE_DUE_DAYS)
+            aff.due_date = _roll_forward_weekend(raw)
+
+    @api.depends("line_ids.amount", "line_ids.category")
+    def _compute_totals(self):
+        for aff in self:
+            sums = {"income": 0.0, "expense": 0.0, "asset": 0.0, "liability": 0.0}
+            for line in aff.line_ids:
+                if line.category in sums:
+                    sums[line.category] += line.amount
+            aff.total_income = sums["income"]
+            aff.total_expense = sums["expense"]
+            aff.total_asset = sums["asset"]
+            aff.total_liability = sums["liability"]
+            aff.net_worth = sums["asset"] - sums["liability"]
+
+    def action_mark_provided(self):
+        for aff in self:
+            aff.state = "provided"
+            aff.message_post(body=_("Financial affidavit provided."))
+        return True
+
+
+class FamilyLawFinLine(models.Model):
+    _name = "familylaw.fin.line"
+    _description = "Financial Affidavit Line"
+    _order = "category, id"
+
+    affidavit_id = fields.Many2one(
+        "familylaw.financial.affidavit", required=True, ondelete="cascade", index=True,
+    )
+    category = fields.Selection(
+        selection=[
+            ("income", "Income"),
+            ("expense", "Expense"),
+            ("asset", "Asset"),
+            ("liability", "Liability"),
+        ],
+        required=True,
+        default="income",
+    )
+    name = fields.Char(string="Description", required=True)
+    amount = fields.Float()
+    monthly = fields.Boolean(
+        string="Monthly?",
+        help="If set, this is a recurring monthly figure (informational).",
+    )
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_proceeding.py
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_proceeding.py
@@ -60,6 +60,40 @@ class FamilyLawProceeding(models.Model):
    deadline_ids = fields.One2many(
        "familylaw.deadline", "proceeding_id", string="Deadlines",
    )
+    disclosure_item_ids = fields.One2many(
+        "familylaw.disclosure.item", "proceeding_id", string="Disclosure Items",
+    )
+    affidavit_ids = fields.One2many(
+        "familylaw.financial.affidavit", "proceeding_id", string="Financial Affidavits",
+    )
+
+    def action_seed_disclosure_items(self):
+        """Seed the standard Rule 12.285 mandatory disclosure checklist.
+        VERIFY the current rule's required-document list before relying on it."""
+        Item = self.env["familylaw.disclosure.item"]
+        standard = [
+            "Federal income tax returns (last 3 years)",
+            "IRS forms W-2, 1099, K-1 (last year)",
+            "Pay stubs (last 3 months)",
+            "Loan applications / financial statements (last 12 months)",
+            "Bank / checking / savings statements (last 3 months)",
+            "Deeds, leases, and mortgages on real property",
+            "Credit card and other liability statements (last 3 months)",
+            "Retirement / pension / profit-sharing statements (last 12 months)",
+        ]
+        for proc in self:
+            existing = set(proc.disclosure_item_ids.mapped("name"))
+            for seq, label in enumerate(standard, start=1):
+                if label in existing:
+                    continue
+                Item.create({
+                    "proceeding_id": proc.id,
+                    "name": label,
+                    "sequence": seq * 10,
+                    "is_mandatory": True,
+                })
+            proc.message_post(body="Mandatory disclosure checklist seeded (Rule 12.285).")
+        return True

    def action_seed_standard_deadlines(self):
        """Create the common procedural deadlines for this proceeding, dated from
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/security/ir.model.access.csv
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/security/ir.model.access.csv
@@ -16,3 +16,9 @@ access_familylaw_document_user,familylaw.document staff,model_familylaw_document
 access_familylaw_document_attorney,familylaw.document attorney,model_familylaw_document,group_familylaw_attorney,1,1,1,1
 access_familylaw_deadline_user,familylaw.deadline staff,model_familylaw_deadline,group_familylaw_user,1,1,1,0
 access_familylaw_deadline_attorney,familylaw.deadline attorney,model_familylaw_deadline,group_familylaw_attorney,1,1,1,1
+access_familylaw_disclosure_item_user,familylaw.disclosure.item staff,model_familylaw_disclosure_item,group_familylaw_user,1,1,1,0
+access_familylaw_disclosure_item_attorney,familylaw.disclosure.item attorney,model_familylaw_disclosure_item,group_familylaw_attorney,1,1,1,1
+access_familylaw_affidavit_user,familylaw.financial.affidavit staff,model_familylaw_financial_affidavit,group_familylaw_user,1,1,1,0
+access_familylaw_affidavit_attorney,familylaw.financial.affidavit attorney,model_familylaw_financial_affidavit,group_familylaw_attorney,1,1,1,1
+access_familylaw_fin_line_user,familylaw.fin.line staff,model_familylaw_fin_line,group_familylaw_user,1,1,1,0
+access_familylaw_fin_line_attorney,familylaw.fin.line attorney,model_familylaw_fin_line,group_familylaw_attorney,1,1,1,1
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/init.py
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/init.py
@@ -2,3 +2,4 @@ from . import test_case_lifecycle
 from . import test_step2
 from . import test_step3
 from . import test_step4
+from . import test_step5
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/test_step5.py
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/test_step5.py
@@ -0,0 +1,154 @@
+# -*- coding: utf-8 -*-
+"""STEP 5 tests — mandatory disclosure (Rule 12.285).
+
+    odoo -d <db> -u activeblue_familylaw --test-enable \
+         --test-tags familylaw_step5 --stop-after-init
+
+Proves:
+  * form selection 12.902(b) vs 12.902(c) by gross annual income (threshold);
+  * 45-day affidavit due date with weekend roll (fixed dates);
+  * mandatory disclosure cannot be waived; non-mandatory can;
+  * line-item totals and net worth;
+  * per-proceeding isolation + seeding.
+"""
+
+from datetime import date
+
+from odoo.tests.common import TransactionCase, tagged
+from odoo.exceptions import UserError
+
+
+@tagged("post_install", "-at_install", "familylaw", "familylaw_step5")
+class TestStep5Disclosure(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner = cls.env["res.partner"].create({"name": "Disc Client"})
+        cls.case = cls.env["familylaw.case"].create({
+            "name": "Disclosure Matter",
+            "client_id": cls.partner.id,
+            "case_type": "dissolution_children",
+        })
+        cls.proc = cls.case.proceeding_ids[0]
+        cls.Aff = cls.env["familylaw.financial.affidavit"]
+        cls.Item = cls.env["familylaw.disclosure.item"]
+
+    def _aff(self, income, **kw):
+        vals = {
+            "proceeding_id": self.proc.id,
+            "name": "Affiant",
+            "gross_annual_income": income,
+        }
+        vals.update(kw)
+        return self.Aff.create(vals)
+
+    # --- form selection by income -------------------------------------------
+    def test_01_low_income_short_form(self):
+        aff = self._aff(30000.0)
+        self.assertEqual(aff.form_type, "short")
+        self.assertEqual(aff.form_reference, "12.902(b)")
+
+    def test_02_high_income_long_form(self):
+        aff = self._aff(80000.0)
+        self.assertEqual(aff.form_type, "long")
+        self.assertEqual(aff.form_reference, "12.902(c)")
+
+    def test_03_threshold_is_long_form(self):
+        # exactly at threshold (>=) -> long form
+        aff = self._aff(50000.0)
+        self.assertEqual(aff.form_type, "long")
+
+    def test_04_just_below_threshold_short(self):
+        aff = self._aff(49999.0)
+        self.assertEqual(aff.form_type, "short")
+
+    def test_05_form_recomputes_on_income_change(self):
+        aff = self._aff(10000.0)
+        self.assertEqual(aff.form_type, "short")
+        aff.gross_annual_income = 120000.0
+        self.assertEqual(aff.form_type, "long")
+
+    # --- 45-day due date ----------------------------------------------------
+    def test_06_due_date_45_days(self):
+        # 2025-01-01 + 45 = 2025-02-15 (Sat) -> 2025-02-17 (Mon)
+        aff = self._aff(20000.0, trigger_date=date(2025, 1, 1))
+        self.assertEqual(aff.due_date, date(2025, 2, 17))
+
+    def test_07_due_date_no_weekend_roll(self):
+        # 2025-02-03 (Mon) + 45 = 2025-03-20 (Thu)
+        aff = self._aff(20000.0, trigger_date=date(2025, 2, 3))
+        self.assertEqual(aff.due_date, date(2025, 3, 20))
+
+    def test_08_no_trigger_no_due(self):
+        aff = self._aff(20000.0)
+        self.assertFalse(aff.due_date)
+
+    # --- can't waive mandatory ----------------------------------------------
+    def test_09_mandatory_cannot_waive(self):
+        item = self.Item.create({
+            "proceeding_id": self.proc.id,
+            "name": "Tax returns",
+            "is_mandatory": True,
+        })
+        with self.assertRaises(UserError):
+            item.action_waive()
+        self.assertEqual(item.state, "required")
+
+    def test_10_non_mandatory_can_waive(self):
+        item = self.Item.create({
+            "proceeding_id": self.proc.id,
+            "name": "Optional extra",
+            "is_mandatory": False,
+        })
+        item.action_waive()
+        self.assertEqual(item.state, "waived")
+
+    def test_11_mark_provided(self):
+        item = self.Item.create({
+            "proceeding_id": self.proc.id,
+            "name": "Pay stubs",
+            "is_mandatory": True,
+        })
+        item.action_mark_provided()
+        self.assertEqual(item.state, "provided")
+
+    # --- totals -------------------------------------------------------------
+    def test_12_totals_and_net_worth(self):
+        aff = self._aff(60000.0)
+        self.env["familylaw.fin.line"].create([
+            {"affidavit_id": aff.id, "category": "income", "name": "Salary", "amount": 5000.0},
+            {"affidavit_id": aff.id, "category": "expense", "name": "Rent", "amount": 2000.0},
+            {"affidavit_id": aff.id, "category": "asset", "name": "Home", "amount": 300000.0},
+            {"affidavit_id": aff.id, "category": "liability", "name": "Mortgage", "amount": 180000.0},
+        ])
+        self.assertEqual(aff.total_income, 5000.0)
+        self.assertEqual(aff.total_expense, 2000.0)
+        self.assertEqual(aff.total_asset, 300000.0)
+        self.assertEqual(aff.total_liability, 180000.0)
+        self.assertEqual(aff.net_worth, 120000.0)
+
+    # --- seeding + isolation ------------------------------------------------
+    def test_13_seed_disclosure_checklist(self):
+        self.proc.action_seed_disclosure_items()
+        self.assertTrue(self.proc.disclosure_item_ids)
+        self.assertTrue(all(self.proc.disclosure_item_ids.mapped("is_mandatory")))
+
+    def test_14_seed_is_idempotent(self):
+        self.proc.action_seed_disclosure_items()
+        n1 = len(self.proc.disclosure_item_ids)
+        self.proc.action_seed_disclosure_items()
+        self.assertEqual(len(self.proc.disclosure_item_ids), n1)
+
+    def test_15_affidavit_isolated_per_proceeding(self):
+        proc2 = self.env["familylaw.proceeding"].create({
+            "case_id": self.case.id,
+            "name": "Second",
+            "proceeding_type": "modification",
+        })
+        a1 = self._aff(20000.0)
+        a2 = self.Aff.create({
+            "proceeding_id": proc2.id, "name": "Other", "gross_annual_income": 90000.0,
+        })
+        self.assertIn(a1, self.proc.affidavit_ids)
+        self.assertNotIn(a2, self.proc.affidavit_ids)
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_disclosure_views.xml
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_disclosure_views.xml
@@ -0,0 +1,137 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- ===== Disclosure item ===== -->
+    <record id="view_familylaw_disclosure_item_list" model="ir.ui.view">
+        <field name="name">familylaw.disclosure.item.list</field>
+        <field name="model">familylaw.disclosure.item</field>
+        <field name="arch" type="xml">
+            <list string="Disclosure Items"
+                  decoration-success="state == 'provided'"
+                  decoration-muted="state in ('waived','na')">
+                <field name="sequence" widget="handle"/>
+                <field name="name"/>
+                <field name="case_id"/>
+                <field name="is_mandatory"/>
+                <field name="state" widget="badge"
+                       decoration-success="state == 'provided'"
+                       decoration-info="state == 'required'"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_familylaw_disclosure_item_form" model="ir.ui.view">
+        <field name="name">familylaw.disclosure.item.form</field>
+        <field name="model">familylaw.disclosure.item</field>
+        <field name="arch" type="xml">
+            <form string="Disclosure Item">
+                <header>
+                    <button name="action_mark_provided" type="object"
+                            string="Mark Provided" class="btn-primary"
+                            invisible="state == 'provided'"/>
+                    <button name="action_waive" type="object" string="Waive"
+                            invisible="state in ('waived','na') or is_mandatory"/>
+                </header>
+                <sheet>
+                    <div class="alert alert-info" role="alert" invisible="not is_mandatory">
+                        Mandatory under Rule 12.285 — cannot be waived by the parties.
+                    </div>
+                    <group>
+                        <group>
+                            <field name="name"/>
+                            <field name="is_mandatory"/>
+                            <field name="state"/>
+                        </group>
+                        <group>
+                            <field name="proceeding_id"/>
+                            <field name="case_id" readonly="1"/>
+                        </group>
+                    </group>
+                    <group string="Notes"><field name="notes" nolabel="1"/></group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- ===== Financial affidavit ===== -->
+    <record id="view_familylaw_affidavit_list" model="ir.ui.view">
+        <field name="name">familylaw.financial.affidavit.list</field>
+        <field name="model">familylaw.financial.affidavit</field>
+        <field name="arch" type="xml">
+            <list string="Financial Affidavits">
+                <field name="name"/>
+                <field name="case_id"/>
+                <field name="gross_annual_income"/>
+                <field name="form_reference"/>
+                <field name="due_date"/>
+                <field name="state" widget="badge"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_familylaw_affidavit_form" model="ir.ui.view">
+        <field name="name">familylaw.financial.affidavit.form</field>
+        <field name="model">familylaw.financial.affidavit</field>
+        <field name="arch" type="xml">
+            <form string="Financial Affidavit">
+                <header>
+                    <button name="action_mark_provided" type="object"
+                            string="Mark Provided" class="btn-primary"
+                            invisible="state != 'draft'"/>
+                    <field name="state" widget="statusbar"/>
+                </header>
+                <sheet>
+                    <div class="oe_title">
+                        <label for="name"/>
+                        <h1><field name="name" placeholder="Affiant name"/></h1>
+                    </div>
+                    <group>
+                        <group string="Form Selection">
+                            <field name="gross_annual_income"/>
+                            <field name="form_reference" readonly="1"/>
+                            <field name="form_type" readonly="1"/>
+                        </group>
+                        <group string="Matter / Timing">
+                            <field name="proceeding_id"/>
+                            <field name="case_id" readonly="1"/>
+                            <field name="party_id"/>
+                            <field name="trigger_date"/>
+                            <field name="due_date" readonly="1"/>
+                        </group>
+                    </group>
+                    <notebook>
+                        <page string="Line Items" name="lines">
+                            <field name="line_ids">
+                                <list editable="bottom">
+                                    <field name="category"/>
+                                    <field name="name"/>
+                                    <field name="amount"/>
+                                    <field name="monthly"/>
+                                </list>
+                            </field>
+                            <group class="oe_subtotal_footer">
+                                <field name="total_income"/>
+                                <field name="total_expense"/>
+                                <field name="total_asset"/>
+                                <field name="total_liability"/>
+                                <field name="net_worth"/>
+                            </group>
+                        </page>
+                    </notebook>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids"/>
+                    <field name="activity_ids"/>
+                    <field name="message_ids"/>
+                </div>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_familylaw_affidavit" model="ir.actions.act_window">
+        <field name="name">Financial Affidavits</field>
+        <field name="res_model">familylaw.financial.affidavit</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+</odoo>
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_menus.xml
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_menus.xml
@@ -34,6 +34,13 @@
              action="action_familylaw_deadline"
              sequence="30"/>

+    <!-- Financial Affidavits -->
+    <menuitem id="menu_familylaw_affidavits"
+              name="Financial Affidavits"
+              parent="menu_familylaw_root"
+              action="action_familylaw_affidavit"
+              sequence="40"/>
+
    <!-- Configuration placeholder (populated in later steps) -->
    <menuitem id="menu_familylaw_config"
              name="Configuration"
--- a/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_proceeding_views.xml
+++ b/activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_proceeding_views.xml
@@ -26,6 +26,8 @@
                <header>
                    <button name="action_seed_standard_deadlines" type="object"
                            string="Seed Standard Deadlines"/>
+                    <button name="action_seed_disclosure_items" type="object"
+                            string="Seed Disclosure Checklist"/>
                    <button name="action_close_proceeding" type="object"
                            string="Close Proceeding"
                            invisible="state == 'closed'"/>
@@ -82,6 +84,31 @@
                                </list>
                            </field>
                        </page>
+                        <page string="Disclosure" name="disclosure">
+                            <field name="disclosure_item_ids"
+                                   context="{'default_proceeding_id': id}">
+                                <list editable="bottom"
+                                      decoration-success="state == 'provided'"
+                                      decoration-muted="state in ('waived','na')">
+                                    <field name="sequence" widget="handle"/>
+                                    <field name="name"/>
+                                    <field name="is_mandatory"/>
+                                    <field name="state" widget="badge"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="Financial Affidavits" name="affidavits">
+                            <field name="affidavit_ids"
+                                   context="{'default_proceeding_id': id}">
+                                <list>
+                                    <field name="name"/>
+                                    <field name="gross_annual_income"/>
+                                    <field name="form_reference"/>
+                                    <field name="due_date"/>
+                                    <field name="state" widget="badge"/>
+                                </list>
+                            </field>
+                        </page>
                    </notebook>
                </sheet>
                <div class="oe_chatter">