Step 2: parties, children, issues, proceeding layer, conflict screening, intake wizard

Models:
- familylaw.party — party to a matter (client/opposing/opposing counsel/other)
- familylaw.child — minor child with DOB constraint (rejects future + >25 years)
- familylaw.issue — contested issue (time-sharing, support, equitable distribution, etc.)
- familylaw.proceeding — unit of legal action; auto-created on every case create()
- familylaw.conflict.hit — records of conflict screening hits for attorney review
- familylaw.intake.wizard — multi-step intake questionnaire (TransientModel)

familylaw.case updates:
- case_number (indexed, unique, searchable), county, is_emergency, urgency_notes
- One2many to party/child/issue/proceeding/conflict_hit
- create() override: auto-opens an initial proceeding typed by case_type
- action_run_conflict_screening(): full-DB party + client name search; never auto-clears gate

Intake wizard (conditional strictness):
- Triage step first; urgency screen selects emergency vs. standard path
- Emergency fast-path: create on minimum facts (who + urgency flags), defer rest
- Standard strict path: matter name + client + case type + county required
- Modification branch (step 3) for support/parenting/alimony modifications
- Caller concern logged on case as attorney question; software never answers it
- Runs conflict screening on completion

Views: party/child/issue/proceeding/intake form+list+inline views; case form now
shows emergency banner, conflict warning, notebook tabs for all related records;
search extended to find by party name, child name, case_number (filter_domain).
Menu: "New Intake" entry launches the wizard.

Security: access rules for all 5 new models + intake wizard (base.group_user).

Tests (familylaw_step2): 34 tests across 4 classes covering:
- Initial proceeding creation and type mapping
- Multiple independent proceedings per case
- DOB validation (future + implausible age)
- Search by party name / child name / case_number
- Conflict screening (finds client match, does not auto-clear, hit count, no false
  positives for unrelated parties)
- Standard path strict validation (missing name/type/county/client each rejected)
- Emergency path (creates case on caller name alone, sets is_emergency, captures notes)
- Caller concern logged on chatter, never answered by software

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/__manifest__.py

@@ -1,15 +1,15 @@
 # -*- coding: utf-8 -*-
 {
     "name": "Active Blue Family Law",
-    "version": "18.0.1.0.0",
+    "version": "18.0.2.0.0",
     "category": "Services/Legal",
     "summary": "Florida family law case management (Miami-Dade / 11th Judicial Circuit)",
     "description": """
 Active Blue Family Law
 ======================
 Case-management platform for a Florida family-law practice, built in verifiable
-steps. STEP 1 delivers the case spine: the familylaw.case model, its lifecycle
+steps. Step 1 delivers the case spine; Step 2 adds parties, children, issues,
-state machine, security groups (attorney / staff), and the case views.
+the proceeding layer, automated conflict screening, and the intake questionnaire.
 
 Each subsequent step adds one vertical, independently testable slice. See
 BUILD_PLAN.md for the full sequence and the test method.
@@ -27,6 +27,11 @@ signing, citation verification, wire map, training, forms & playbook).
     "data": [
         "security/familylaw_security.xml",
         "security/ir.model.access.csv",
+        "views/familylaw_party_views.xml",
+        "views/familylaw_child_views.xml",
+        "views/familylaw_issue_views.xml",
+        "views/familylaw_proceeding_views.xml",
+        "views/familylaw_intake_views.xml",
         "views/familylaw_case_views.xml",
         "views/familylaw_menus.xml",
     ],

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/__init__.py

@@ -1 +1,7 @@
 from . import familylaw_case
+from . import familylaw_party
+from . import familylaw_child
+from . import familylaw_issue
+from . import familylaw_proceeding
+from . import familylaw_conflict
+from . import familylaw_intake

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_case.py

@@ -1,15 +1,6 @@
 # -*- coding: utf-8 -*-
-"""STEP 1 — The case spine.
+"""STEP 1 — Case spine (updated in Step 2: case_number, county, emergency flag,
-
+related records, initial-proceeding creation, conflict screening).
-familylaw.case is the system of record for a matter. This step implements:
-  * the core identifying fields and the responsible-people links,
-  * the pro-se / attorney representation flag (drives later workflows),
-  * the lifecycle STATE MACHINE with guarded transitions, and
-  * two attorney-only gates (conflict clearance, closing a case).
-
-The guards are enforced in Python (server-side, testable) AND mirrored in the
-view via `groups=` on the buttons (defence in depth). Later steps add parties,
-children, documents, the review gate, deadlines, AI, discovery, etc.
 """
 
 from odoo import api, fields, models, _
@@ -17,7 +8,6 @@ from odoo.exceptions import UserError
 
 ATTORNEY_GROUP = "activeblue_familylaw.group_familylaw_attorney"
 
-# The case lifecycle. Order matters: it defines the legal "forward" path.
 STATE_SEQUENCE = [
     "intake",
     "engaged",
@@ -28,6 +18,12 @@ STATE_SEQUENCE = [
     "closed",
 ]
 
+_MODIFICATION_TYPES = {
+    "support_modification",
+    "parenting_modification",
+    "alimony_modification",
+}
+
 
 class FamilyLawCase(models.Model):
     _name = "familylaw.case"
@@ -48,6 +44,24 @@ class FamilyLawCase(models.Model):
         required=True,
         tracking=True,
     )
+    case_number = fields.Char(
+        string="Court Case Number",
+        index=True,
+        tracking=True,
+        help="Court-assigned case number (e.g. 2024-DR-001234). "
+             "Leave blank until the court assigns one.",
+    )
+    county = fields.Selection(
+        selection=[
+            ("miami_dade", "Miami-Dade (11th Circuit)"),
+            ("broward", "Broward (17th Circuit)"),
+            ("palm_beach", "Palm Beach (15th Circuit)"),
+            ("other_fl", "Other Florida County"),
+        ],
+        string="County / Court",
+        default="miami_dade",
+        tracking=True,
+    )
     case_type = fields.Selection(
         selection=[
             ("dissolution_no_children", "Dissolution — no children"),
@@ -78,7 +92,7 @@ class FamilyLawCase(models.Model):
         tracking=True,
     )
 
-    # --- Representation (drives the subpoena workflow in a later step) ------
+    # --- Representation (drives the Step 8 subpoena branch) -----------------
     representation = fields.Selection(
         selection=[
             ("attorney", "Attorney of Record"),
@@ -89,7 +103,20 @@ class FamilyLawCase(models.Model):
         required=True,
         tracking=True,
         help="Pro-se matters route subpoena issuance through the clerk of court; "
-        "attorney-of-record matters issue directly. See Forms & Playbook, Part C.",
+             "attorney-of-record matters issue directly. See Forms & Playbook, Part C.",
+    )
+
+    # --- Emergency flags (Step 2 intake fast-path) --------------------------
+    is_emergency = fields.Boolean(
+        string="Emergency Matter",
+        default=False,
+        tracking=True,
+        help="Set when the intake urgency screen trips. Matter opened on minimum "
+             "facts; staff must complete the record immediately.",
+    )
+    urgency_notes = fields.Text(
+        string="Urgency Notes",
+        help="Emergency description captured at intake.",
     )
 
     # --- Gates / status -----------------------------------------------------
@@ -99,7 +126,7 @@ class FamilyLawCase(models.Model):
         copy=False,
         tracking=True,
         help="Set by an attorney once the conflict check is documented and clear. "
-        "Required before the matter can be engaged.",
+             "Required before the matter can be engaged.",
     )
     state = fields.Selection(
         selection=[
@@ -117,16 +144,158 @@ class FamilyLawCase(models.Model):
         copy=False,
         tracking=True,
     )
-
     date_opened = fields.Date(
         string="Date Opened",
         default=fields.Date.context_today,
     )
     active = fields.Boolean(default=True)
 
+    # --- Related records (Step 2) -------------------------------------------
+    party_ids = fields.One2many(
+        "familylaw.party", "case_id",
+        string="Parties",
+    )
+    child_ids = fields.One2many(
+        "familylaw.child", "case_id",
+        string="Children",
+    )
+    issue_ids = fields.One2many(
+        "familylaw.issue", "case_id",
+        string="Issues",
+    )
+    proceeding_ids = fields.One2many(
+        "familylaw.proceeding", "case_id",
+        string="Proceedings",
+    )
+    conflict_hit_ids = fields.One2many(
+        "familylaw.conflict.hit", "case_id",
+        string="Conflict Screening Hits",
+    )
+    conflict_hit_count = fields.Integer(
+        compute="_compute_conflict_hit_count",
+        string="Conflict Hits",
+    )
+
+    _sql_constraints = [
+        (
+            "case_number_unique",
+            "UNIQUE(case_number)",
+            "Court case number must be unique. Check the existing cases.",
+        ),
+    ]
+
+    @api.depends("conflict_hit_ids")
+    def _compute_conflict_hit_count(self):
+        for case in self:
+            case.conflict_hit_count = len(case.conflict_hit_ids)
+
+    # --- Case creation: auto-open an initial proceeding --------------------
+    @api.model_create_multi
+    def create(self, vals_list):
+        cases = super().create(vals_list)
+        type_labels = dict(self._fields["case_type"].selection)
+        for case in cases:
+            if case.case_type in _MODIFICATION_TYPES:
+                proc_type = "modification"
+            elif case.case_type == "enforcement":
+                proc_type = "enforcement"
+            else:
+                proc_type = "original"
+            self.env["familylaw.proceeding"].create({
+                "case_id": case.id,
+                "name": _("Initial Proceeding — %s")
+                        % type_labels.get(case.case_type, case.case_type),
+                "proceeding_type": proc_type,
+            })
+        return cases
+
+    # --- Conflict screening -------------------------------------------------
+    def action_run_conflict_screening(self):
+        """Search all party records across all matters for potential conflicts.
+
+        Checks opposing parties on this case against:
+          1. Any party role on any other matter (name match).
+          2. Any client name on any other matter.
+
+        Creates familylaw.conflict.hit records for attorney review.
+        Never auto-clears conflict_check_cleared; that gate stays with the attorney.
+        """
+        for case in self:
+            case.conflict_hit_ids.unlink()
+            opposing = case.party_ids.filtered(
+                lambda p: p.role == "opposing_party"
+            )
+            if not opposing:
+                case.message_post(
+                    body=_(
+                        "Conflict screening: no opposing party on record. "
+                        "Add an opposing party and re-run."
+                    )
+                )
+                continue
+
+            role_labels = dict(self.env["familylaw.party"]._fields["role"].selection)
+            hit_count = 0
+
+            for party in opposing:
+                name = (party.name or "").strip()
+                if not name:
+                    continue
+
+                # 1. Name appears as any party role on another matter
+                for hit in self.env["familylaw.party"].search([
+                    ("name", "ilike", name),
+                    ("case_id", "!=", case.id),
+                ]):
+                    self.env["familylaw.conflict.hit"].create({
+                        "case_id": case.id,
+                        "party_name": name,
+                        "hit_case_id": hit.case_id.id,
+                        "hit_role": role_labels.get(hit.role, hit.role),
+                        "reason": _(
+                            "'%(n)s' appears as '%(r)s' in matter '%(m)s'",
+                            n=name,
+                            r=role_labels.get(hit.role, hit.role),
+                            m=hit.case_id.name,
+                        ),
+                    })
+                    hit_count += 1
+
+                # 2. Name matches a client on another matter
+                for cc in self.env["familylaw.case"].search([
+                    ("client_id.name", "ilike", name),
+                    ("id", "!=", case.id),
+                ]):
+                    self.env["familylaw.conflict.hit"].create({
+                        "case_id": case.id,
+                        "party_name": name,
+                        "hit_case_id": cc.id,
+                        "hit_role": _("Client"),
+                        "reason": _(
+                            "'%(n)s' matches client '%(c)s' in matter '%(m)s'",
+                            n=name,
+                            c=cc.client_id.name,
+                            m=cc.name,
+                        ),
+                    })
+                    hit_count += 1
+
+            if hit_count:
+                case.message_post(
+                    body=_(
+                        "⚠️ Conflict screening found %(n)d potential conflict(s). "
+                        "Review the Conflict Hits tab — attorney must clear before engaging.",
+                        n=hit_count,
+                    )
+                )
+            else:
+                case.message_post(
+                    body=_("Conflict screening complete — no potential conflicts detected.")
+                )
+        return True
+
     # --- Internal helpers ---------------------------------------------------
     def _ensure_attorney(self):
-        """Raise unless the acting user is in the attorney group."""
         if not self.env.user.has_group(ATTORNEY_GROUP):
             raise UserError(
                 _("Only a licensed attorney (Family Law / Attorney group) may "
@@ -134,7 +303,6 @@ class FamilyLawCase(models.Model):
             )
 
     def _require_state(self, allowed):
-        """Raise if any record is not in one of the allowed states."""
         bad = self.filtered(lambda c: c.state not in allowed)
         if bad:
             raise UserError(
@@ -145,28 +313,26 @@ class FamilyLawCase(models.Model):
             )
 
     def _advance_to(self, target):
-        """Write the new state and log it on the chatter."""
         for case in self:
             case.state = target
             case.message_post(
-                body=_("Stage changed to: %s") % dict(
+                body=_("Stage changed to: %s")
-                    self._fields["state"].selection).get(target, target)
+                     % dict(self._fields["state"].selection).get(target, target)
             )
 
     # --- Gated transitions --------------------------------------------------
     def action_mark_conflict_cleared(self):
-        """Attorney-only: record that the conflict check is clear."""
         self._ensure_attorney()
         for case in self:
             if case.conflict_check_cleared:
                 continue
             case.conflict_check_cleared = True
-            case.message_post(body=_("Conflict check cleared by %s.")
+            case.message_post(
-                              % self.env.user.name)
+                body=_("Conflict check cleared by %s.") % self.env.user.name
+            )
         return True
 
     def action_engage(self):
-        """intake -> engaged. Requires a cleared conflict check."""
         self._require_state(["intake"])
         not_cleared = self.filtered(lambda c: not c.conflict_check_cleared)
         if not_cleared:
@@ -178,38 +344,32 @@ class FamilyLawCase(models.Model):
         return True
 
     def action_start_disclosure(self):
-        """engaged -> disclosure (Rule 12.285 phase begins in a later step)."""
         self._require_state(["engaged"])
         self._advance_to("disclosure")
         return True
 
     def action_start_discovery(self):
-        """disclosure -> discovery."""
         self._require_state(["disclosure"])
         self._advance_to("discovery")
         return True
 
     def action_start_mediation(self):
-        """discovery -> mediation (mandatory in Miami-Dade before final hearing)."""
         self._require_state(["discovery"])
         self._advance_to("mediation")
         return True
 
     def action_set_hearing(self):
-        """mediation -> hearing / trial."""
         self._require_state(["mediation"])
         self._advance_to("hearing")
         return True
 
     def action_close(self):
-        """Attorney-only: close the matter from any non-closed stage."""
         self._ensure_attorney()
         self._require_state([s for s in STATE_SEQUENCE if s != "closed"])
         self._advance_to("closed")
         return True
 
     def action_reopen(self):
-        """Attorney-only: reopen a closed matter back to engaged."""
         self._ensure_attorney()
         self._require_state(["closed"])
         self._advance_to("engaged")

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_child.py

@@ -0,0 +1,59 @@
+# -*- coding: utf-8 -*-
+from datetime import date
+
+from odoo import api, fields, models
+from odoo.exceptions import ValidationError
+
+
+class FamilyLawChild(models.Model):
+    _name = "familylaw.child"
+    _description = "Minor Child"
+    _order = "name"
+
+    case_id = fields.Many2one(
+        "familylaw.case",
+        required=True,
+        ondelete="cascade",
+        index=True,
+    )
+    name = fields.Char(required=True)
+    date_of_birth = fields.Date(string="Date of Birth")
+    age = fields.Integer(
+        compute="_compute_age",
+        string="Age",
+    )
+    notes = fields.Text()
+
+    @api.depends("date_of_birth")
+    def _compute_age(self):
+        today = date.today()
+        for child in self:
+            if not child.date_of_birth:
+                child.age = 0
+                continue
+            dob = child.date_of_birth
+            child.age = (
+                today.year - dob.year
+                - ((today.month, today.day) < (dob.month, dob.day))
+            )
+
+    @api.constrains("date_of_birth")
+    def _check_date_of_birth(self):
+        today = date.today()
+        for child in self:
+            if not child.date_of_birth:
+                continue
+            dob = child.date_of_birth
+            if dob > today:
+                raise ValidationError(
+                    "Date of birth cannot be in the future."
+                )
+            age = (
+                today.year - dob.year
+                - ((today.month, today.day) < (dob.month, dob.day))
+            )
+            if age > 25:
+                raise ValidationError(
+                    f"Date of birth implies the child is {age} years old. "
+                    "Verify the date — this field is for minor children in the matter."
+                )

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_conflict.py

@@ -0,0 +1,22 @@
+# -*- coding: utf-8 -*-
+from odoo import fields, models
+
+
+class FamilyLawConflictHit(models.Model):
+    _name = "familylaw.conflict.hit"
+    _description = "Conflict Screening Hit"
+    _order = "create_date desc"
+
+    case_id = fields.Many2one(
+        "familylaw.case",
+        required=True,
+        ondelete="cascade",
+        index=True,
+    )
+    party_name = fields.Char(string="Flagged Party Name", required=True)
+    hit_case_id = fields.Many2one(
+        "familylaw.case",
+        string="Found In Matter",
+    )
+    hit_role = fields.Char(string="Role in Matching Matter")
+    reason = fields.Char(string="Reason for Flag")

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_intake.py

@@ -0,0 +1,319 @@
+# -*- coding: utf-8 -*-
+"""STEP 2 — Intake questionnaire wizard.
+
+Multi-step TransientModel that:
+  * runs triage FIRST (caller info, opposing party, urgency screen),
+  * branches on urgency: emergency → fast-path on minimum facts;
+    standard → strict (name + client + case_type + county required),
+  * branches into the child-support modification question set,
+  * creates a draft familylaw.case in 'intake' state (and its initial proceeding,
+    via the case model's create() override),
+  * runs conflict screening on the opposing party,
+  * and captures the caller's concern as an attorney question — never answers it.
+
+No external/network calls. Pure local DB.
+"""
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+_MODIFICATION_TYPES = {
+    "support_modification",
+    "parenting_modification",
+    "alimony_modification",
+}
+
+_CASE_TYPE_SELECTION = [
+    ("dissolution_no_children", "Dissolution — no children"),
+    ("dissolution_children", "Dissolution — with children"),
+    ("paternity", "Paternity"),
+    ("support_modification", "Child Support Modification"),
+    ("parenting_modification", "Parenting / Time-Sharing Modification"),
+    ("alimony_modification", "Alimony Modification"),
+    ("enforcement", "Enforcement / Contempt"),
+    ("dv_injunction", "Domestic Violence Injunction"),
+    ("other", "Other"),
+]
+
+
+class FamilyLawIntakeWizard(models.TransientModel):
+    _name = "familylaw.intake.wizard"
+    _description = "Family Law Intake Questionnaire"
+
+    step = fields.Selection(
+        selection=[
+            ("triage", "1 — Triage"),
+            ("details", "2 — Case Details"),
+            ("modification", "3 — Modification Details"),
+            ("confirm", "4 — Complete"),
+        ],
+        default="triage",
+        required=True,
+    )
+
+    # === TRIAGE (step 1) ====================================================
+    caller_name = fields.Char(string="Caller / Client Name")
+    caller_phone = fields.Char(string="Phone")
+    caller_email = fields.Char(string="Email")
+    county = fields.Selection(
+        selection=[
+            ("miami_dade", "Miami-Dade (11th Circuit)"),
+            ("broward", "Broward (17th Circuit)"),
+            ("palm_beach", "Palm Beach (15th Circuit)"),
+            ("other_fl", "Other Florida County"),
+        ],
+        string="County / Court",
+        default="miami_dade",
+    )
+    case_type = fields.Selection(
+        selection=_CASE_TYPE_SELECTION,
+        string="Case Type",
+    )
+    opposing_party_name = fields.Char(string="Opposing Party Name")
+    has_children = fields.Boolean(string="Minor children involved?")
+    has_existing_order = fields.Boolean(string="Existing court order?")
+
+    # Urgency screen — runs first; triggers the emergency fast-path
+    urgency_child_withheld = fields.Boolean(
+        string="Child being withheld / refused access?"
+    )
+    urgency_removal_threat = fields.Boolean(
+        string="Threat of removal from Florida?"
+    )
+    urgency_violence = fields.Boolean(
+        string="Domestic violence / immediate safety concern?"
+    )
+    urgency_description = fields.Text(
+        string="Describe the Emergency",
+        help="Captured verbatim for the attorney. Do not interpret or advise.",
+    )
+    is_emergency = fields.Boolean(
+        compute="_compute_is_emergency",
+        store=True,
+        string="Emergency",
+    )
+
+    # === STANDARD DETAILS (step 2 — strict path) ============================
+    matter_name = fields.Char(string="Matter Name")
+    client_partner_id = fields.Many2one(
+        "res.partner",
+        string="Client (existing contact)",
+        help="Pick an existing contact or leave blank to create from caller name.",
+    )
+    attorney_id = fields.Many2one("res.users", string="Responsible Attorney")
+    paralegal_id = fields.Many2one("res.users", string="Paralegal")
+
+    # === MODIFICATION DETAILS (step 3 — modification types only) ============
+    existing_order_summary = fields.Text(
+        string="Summary of Existing Order",
+        help="Captured facts from the prior judgment. Not interpreted here — "
+             "prior-judgment interpretation is Step 6+ (attorney-reviewed).",
+    )
+    reason_for_modification = fields.Text(string="Reason for Modification")
+    income_change_details = fields.Text(
+        string="Income / Financial Change Details",
+        help="E.g. 'income dropped from $X to $Y in month/year'. Facts only.",
+    )
+
+    # Caller concern — CAPTURED AS ATTORNEY QUESTION, never answered here
+    caller_concern = fields.Text(
+        string="Caller's Question / Concern for the Attorney",
+        help="Record the caller's own words. This is logged on the case as a "
+             "question for the attorney. This software does not answer "
+             "'do I have a good case?' — that determination belongs to the attorney.",
+    )
+
+    # === RESULT (step 4) ====================================================
+    created_case_id = fields.Many2one(
+        "familylaw.case",
+        string="Created Matter",
+        readonly=True,
+    )
+    conflict_summary = fields.Text(
+        string="Conflict Screening Results",
+        readonly=True,
+    )
+
+    # -----------------------------------------------------------------------
+
+    @api.depends("urgency_child_withheld", "urgency_removal_threat", "urgency_violence")
+    def _compute_is_emergency(self):
+        for w in self:
+            w.is_emergency = bool(
+                w.urgency_child_withheld
+                or w.urgency_removal_threat
+                or w.urgency_violence
+            )
+
+    # --- Navigation ---------------------------------------------------------
+
+    def action_next(self):
+        self.ensure_one()
+        if self.step == "triage":
+            if self.is_emergency:
+                self._create_emergency_case()
+                self.step = "confirm"
+            else:
+                self.step = "details"
+
+        elif self.step == "details":
+            self._validate_standard_details()
+            if self.case_type in _MODIFICATION_TYPES:
+                self.step = "modification"
+            else:
+                self._create_standard_case()
+                self.step = "confirm"
+
+        elif self.step == "modification":
+            self._create_standard_case()
+            self.step = "confirm"
+
+        return self._reopen()
+
+    def action_back(self):
+        self.ensure_one()
+        if self.step == "details":
+            self.step = "triage"
+        elif self.step == "modification":
+            self.step = "details"
+        return self._reopen()
+
+    def action_open_case(self):
+        self.ensure_one()
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "familylaw.case",
+            "res_id": self.created_case_id.id,
+            "view_mode": "form",
+            "target": "current",
+        }
+
+    def _reopen(self):
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "familylaw.intake.wizard",
+            "res_id": self.id,
+            "view_mode": "form",
+            "target": "new",
+        }
+
+    # --- Validation ---------------------------------------------------------
+
+    def _validate_standard_details(self):
+        errors = []
+        if not self.matter_name:
+            errors.append(_("Matter Name is required."))
+        if not self.client_partner_id and not self.caller_name:
+            errors.append(_("A client contact or caller name is required."))
+        if not self.case_type:
+            errors.append(_("Case Type is required."))
+        if not self.county:
+            errors.append(_("County / Court is required."))
+        if errors:
+            raise UserError("\n".join(errors))
+
+    # --- Case creation ------------------------------------------------------
+
+    def _resolve_or_create_partner(self):
+        if self.client_partner_id:
+            return self.client_partner_id
+        return self.env["res.partner"].create({
+            "name": self.caller_name or _("Unknown — Emergency Intake"),
+            "phone": self.caller_phone or False,
+            "email": self.caller_email or False,
+        })
+
+    def _create_emergency_case(self):
+        """Fast-path: open on minimum facts — who, which child, what's happening."""
+        partner = self._resolve_or_create_partner()
+
+        flags = []
+        if self.urgency_child_withheld:
+            flags.append(_("Child withheld / refused access"))
+        if self.urgency_removal_threat:
+            flags.append(_("Threat of removal from Florida"))
+        if self.urgency_violence:
+            flags.append(_("Domestic violence / safety concern"))
+        urgency_text = "; ".join(flags)
+        if self.urgency_description:
+            urgency_text += "\n" + self.urgency_description
+
+        case = self.env["familylaw.case"].create({
+            "name": self.matter_name or _("EMERGENCY — %s") % partner.name,
+            "client_id": partner.id,
+            "case_type": self.case_type or "other",
+            "county": self.county or "miami_dade",
+            "is_emergency": True,
+            "urgency_notes": urgency_text,
+        })
+
+        if self.opposing_party_name:
+            self.env["familylaw.party"].create({
+                "case_id": case.id,
+                "name": self.opposing_party_name,
+                "role": "opposing_party",
+            })
+
+        self._post_caller_concern(case)
+        self._run_screening_and_summarise(case)
+        self.created_case_id = case
+
+    def _create_standard_case(self):
+        """Strict path: all required fields validated before reaching here."""
+        partner = self._resolve_or_create_partner()
+
+        case = self.env["familylaw.case"].create({
+            "name": self.matter_name,
+            "client_id": partner.id,
+            "case_type": self.case_type,
+            "county": self.county or "miami_dade",
+            "attorney_id": self.attorney_id.id if self.attorney_id else False,
+            "paralegal_id": self.paralegal_id.id if self.paralegal_id else False,
+            "is_emergency": False,
+        })
+
+        if self.opposing_party_name:
+            self.env["familylaw.party"].create({
+                "case_id": case.id,
+                "name": self.opposing_party_name,
+                "role": "opposing_party",
+            })
+
+        if self.reason_for_modification:
+            case.message_post(
+                body=_("Modification reason (captured at intake): %s")
+                     % self.reason_for_modification
+            )
+        if self.existing_order_summary:
+            case.message_post(
+                body=_("Existing order summary (captured at intake; not legally "
+                       "interpreted here — see Step 6+ for prior-judgment extraction): %s")
+                     % self.existing_order_summary
+            )
+
+        self._post_caller_concern(case)
+        self._run_screening_and_summarise(case)
+        self.created_case_id = case
+
+    def _post_caller_concern(self, case):
+        if self.caller_concern:
+            case.message_post(
+                body=_(
+                    "ATTORNEY QUESTION (captured at intake — this software does "
+                    "not answer this; for attorney review only): %s"
+                ) % self.caller_concern
+            )
+
+    def _run_screening_and_summarise(self, case):
+        case.action_run_conflict_screening()
+        hits = case.conflict_hit_ids
+        if hits:
+            lines = [
+                _("⚠️ %(n)d potential conflict(s) found — attorney review required "
+                  "before engaging:", n=len(hits))
+            ]
+            for h in hits:
+                lines.append("  • " + (h.reason or h.party_name))
+            self.conflict_summary = "\n".join(lines)
+        else:
+            self.conflict_summary = _("No potential conflicts detected.")

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_issue.py

@@ -0,0 +1,39 @@
+# -*- coding: utf-8 -*-
+from odoo import api, fields, models
+
+
+class FamilyLawIssue(models.Model):
+    _name = "familylaw.issue"
+    _description = "Contested Issue"
+    _order = "issue_type"
+
+    case_id = fields.Many2one(
+        "familylaw.case",
+        required=True,
+        ondelete="cascade",
+        index=True,
+    )
+    issue_type = fields.Selection(
+        selection=[
+            ("time_sharing", "Time-Sharing / Parental Responsibility"),
+            ("child_support", "Child Support"),
+            ("equitable_distribution", "Equitable Distribution"),
+            ("alimony", "Alimony / Spousal Support"),
+            ("attorneys_fees", "Attorney's Fees"),
+            ("other", "Other"),
+        ],
+        string="Issue",
+        required=True,
+    )
+    name = fields.Char(
+        compute="_compute_name",
+        store=True,
+        string="Issue",
+    )
+    description = fields.Text()
+
+    @api.depends("issue_type")
+    def _compute_name(self):
+        labels = dict(self._fields["issue_type"].selection)
+        for issue in self:
+            issue.name = labels.get(issue.issue_type, "")

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_party.py

@@ -0,0 +1,38 @@
+# -*- coding: utf-8 -*-
+from odoo import fields, models
+
+
+class FamilyLawParty(models.Model):
+    _name = "familylaw.party"
+    _description = "Case Party"
+    _inherit = ["mail.thread"]
+    _order = "role, name"
+
+    case_id = fields.Many2one(
+        "familylaw.case",
+        required=True,
+        ondelete="cascade",
+        index=True,
+    )
+    partner_id = fields.Many2one(
+        "res.partner",
+        string="Contact Record",
+        help="Link to an existing contact. Name is copied to the Name field.",
+    )
+    name = fields.Char(
+        required=True,
+        tracking=True,
+        help="Full legal name of this party.",
+    )
+    role = fields.Selection(
+        selection=[
+            ("client", "Client"),
+            ("opposing_party", "Opposing Party"),
+            ("opposing_counsel", "Opposing Counsel"),
+            ("other", "Other"),
+        ],
+        required=True,
+        default="opposing_party",
+        tracking=True,
+    )
+    notes = fields.Text()

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_proceeding.py

@@ -0,0 +1,66 @@
+# -*- coding: utf-8 -*-
+from odoo import fields, models
+
+
+class FamilyLawProceeding(models.Model):
+    _name = "familylaw.proceeding"
+    _description = "Proceeding"
+    _inherit = ["mail.thread"]
+    _order = "date_opened desc"
+
+    case_id = fields.Many2one(
+        "familylaw.case",
+        required=True,
+        ondelete="cascade",
+        index=True,
+        tracking=True,
+    )
+    name = fields.Char(
+        string="Proceeding",
+        required=True,
+        tracking=True,
+    )
+    proceeding_type = fields.Selection(
+        selection=[
+            ("original", "Original Action"),
+            ("modification", "Modification"),
+            ("enforcement", "Enforcement / Contempt"),
+            ("appeal", "Appeal"),
+            ("other", "Other"),
+        ],
+        string="Type",
+        required=True,
+        default="original",
+        tracking=True,
+    )
+    state = fields.Selection(
+        selection=[
+            ("open", "Open"),
+            ("closed", "Closed"),
+        ],
+        default="open",
+        required=True,
+        tracking=True,
+    )
+    proceeding_number = fields.Char(
+        string="Court-Assigned Number",
+        help="If the court assigns a distinct number for this proceeding.",
+    )
+    date_opened = fields.Date(
+        string="Date Opened",
+        default=fields.Date.context_today,
+    )
+    date_closed = fields.Date(string="Date Closed")
+    notes = fields.Text()
+
+    def action_close_proceeding(self):
+        for proc in self:
+            proc.state = "closed"
+            proc.date_closed = fields.Date.context_today(self)
+            proc.message_post(body="Proceeding closed.")
+
+    def action_reopen_proceeding(self):
+        for proc in self:
+            proc.state = "open"
+            proc.date_closed = False
+            proc.message_post(body="Proceeding reopened.")

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

@@ -1,3 +1,14 @@
 id,name,model_id:id,group_id:id,perm_read,perm_write,perm_create,perm_unlink
 access_familylaw_case_user,familylaw.case staff,model_familylaw_case,group_familylaw_user,1,1,1,0
 access_familylaw_case_attorney,familylaw.case attorney,model_familylaw_case,group_familylaw_attorney,1,1,1,1
+access_familylaw_party_user,familylaw.party staff,model_familylaw_party,group_familylaw_user,1,1,1,0
+access_familylaw_party_attorney,familylaw.party attorney,model_familylaw_party,group_familylaw_attorney,1,1,1,1
+access_familylaw_child_user,familylaw.child staff,model_familylaw_child,group_familylaw_user,1,1,1,0
+access_familylaw_child_attorney,familylaw.child attorney,model_familylaw_child,group_familylaw_attorney,1,1,1,1
+access_familylaw_issue_user,familylaw.issue staff,model_familylaw_issue,group_familylaw_user,1,1,1,0
+access_familylaw_issue_attorney,familylaw.issue attorney,model_familylaw_issue,group_familylaw_attorney,1,1,1,1
+access_familylaw_proceeding_user,familylaw.proceeding staff,model_familylaw_proceeding,group_familylaw_user,1,1,1,0
+access_familylaw_proceeding_attorney,familylaw.proceeding attorney,model_familylaw_proceeding,group_familylaw_attorney,1,1,1,1
+access_familylaw_conflict_hit_user,familylaw.conflict.hit staff,model_familylaw_conflict_hit,group_familylaw_user,1,1,1,0
+access_familylaw_conflict_hit_attorney,familylaw.conflict.hit attorney,model_familylaw_conflict_hit,group_familylaw_attorney,1,1,1,1
+access_familylaw_intake_wizard_user,familylaw.intake.wizard user,model_familylaw_intake_wizard,base.group_user,1,1,1,1

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/__init__.py

@@ -1 +1,2 @@
 from . import test_case_lifecycle
+from . import test_step2

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/test_step2.py

@@ -0,0 +1,460 @@
+# -*- coding: utf-8 -*-
+"""STEP 2 tests — parties, children, issues, proceedings, conflict screening,
+intake questionnaire (strict / emergency fast-path).
+
+Run just this step:
+    odoo -d <db> -u activeblue_familylaw --test-enable \
+         --test-tags familylaw_step2 --stop-after-init
+
+All tests roll back inside a savepoint. No network calls.
+"""
+
+from datetime import date, timedelta
+
+from odoo.tests.common import TransactionCase, new_test_user, tagged
+from odoo.exceptions import UserError, ValidationError
+
+
+@tagged("post_install", "-at_install", "familylaw", "familylaw_step2")
+class TestStep2RelationsAndProceeding(TransactionCase):
+    """Relation integrity, DOB constraint, initial proceeding creation."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner_a = cls.env["res.partner"].create({"name": "Client A"})
+        cls.partner_b = cls.env["res.partner"].create({"name": "Client B"})
+        cls.attorney = new_test_user(
+            cls.env,
+            login="fl_atty2",
+            name="Test Attorney 2",
+            email="atty2@example.com",
+            groups="base.group_user,activeblue_familylaw.group_familylaw_attorney",
+        )
+        cls.paralegal = new_test_user(
+            cls.env,
+            login="fl_para2",
+            name="Test Paralegal 2",
+            email="para2@example.com",
+            groups="base.group_user,activeblue_familylaw.group_familylaw_user",
+        )
+        cls.Case = cls.env["familylaw.case"]
+
+    def _make_case(self, case_type="dissolution_children", **kw):
+        vals = {
+            "name": "Test Matter",
+            "client_id": self.partner_a.id,
+            "case_type": case_type,
+        }
+        vals.update(kw)
+        return self.Case.create(vals)
+
+    # --- initial proceeding -------------------------------------------------
+    def test_01_case_create_opens_initial_proceeding(self):
+        case = self._make_case()
+        self.assertEqual(len(case.proceeding_ids), 1)
+        proc = case.proceeding_ids[0]
+        self.assertEqual(proc.state, "open")
+
+    def test_02_modification_case_creates_modification_proceeding(self):
+        case = self._make_case(case_type="support_modification")
+        proc = case.proceeding_ids[0]
+        self.assertEqual(proc.proceeding_type, "modification")
+
+    def test_03_original_case_creates_original_proceeding(self):
+        case = self._make_case(case_type="dissolution_children")
+        proc = case.proceeding_ids[0]
+        self.assertEqual(proc.proceeding_type, "original")
+
+    # --- multiple proceedings -----------------------------------------------
+    def test_04_case_can_hold_multiple_proceedings(self):
+        case = self._make_case()
+        self.env["familylaw.proceeding"].create({
+            "case_id": case.id,
+            "name": "Second Proceeding",
+            "proceeding_type": "modification",
+        })
+        self.assertEqual(len(case.proceeding_ids), 2)
+        states = set(case.proceeding_ids.mapped("state"))
+        self.assertEqual(states, {"open"})
+
+    def test_05_proceeding_states_are_independent(self):
+        case = self._make_case()
+        extra = self.env["familylaw.proceeding"].create({
+            "case_id": case.id,
+            "name": "Extra",
+            "proceeding_type": "enforcement",
+        })
+        extra.action_close_proceeding()
+        self.assertEqual(extra.state, "closed")
+        # Initial proceeding stays open
+        initial = case.proceeding_ids.filtered(lambda p: p != extra)
+        self.assertEqual(initial.state, "open")
+
+    # --- parties ------------------------------------------------------------
+    def test_06_party_links_to_case(self):
+        case = self._make_case()
+        party = self.env["familylaw.party"].create({
+            "case_id": case.id,
+            "name": "Jane Doe",
+            "role": "opposing_party",
+        })
+        self.assertIn(party, case.party_ids)
+
+    # --- children -----------------------------------------------------------
+    def test_07_child_links_to_case(self):
+        case = self._make_case()
+        child = self.env["familylaw.child"].create({
+            "case_id": case.id,
+            "name": "Minor Child A",
+            "date_of_birth": date.today() - timedelta(days=365 * 5),
+        })
+        self.assertIn(child, case.child_ids)
+
+    def test_08_dob_future_rejected(self):
+        case = self._make_case()
+        with self.assertRaises(ValidationError):
+            self.env["familylaw.child"].create({
+                "case_id": case.id,
+                "name": "Future Child",
+                "date_of_birth": date.today() + timedelta(days=1),
+            })
+
+    def test_09_dob_over_25_rejected(self):
+        case = self._make_case()
+        implausible_dob = date.today().replace(year=date.today().year - 26)
+        with self.assertRaises(ValidationError):
+            self.env["familylaw.child"].create({
+                "case_id": case.id,
+                "name": "Old Child",
+                "date_of_birth": implausible_dob,
+            })
+
+    def test_10_dob_valid_accepted(self):
+        case = self._make_case()
+        valid_dob = date.today() - timedelta(days=365 * 8)
+        child = self.env["familylaw.child"].create({
+            "case_id": case.id,
+            "name": "Young Child",
+            "date_of_birth": valid_dob,
+        })
+        self.assertTrue(child.id)
+        self.assertEqual(child.age, 8)
+
+    # --- issues -------------------------------------------------------------
+    def test_11_issue_links_to_case(self):
+        case = self._make_case()
+        issue = self.env["familylaw.issue"].create({
+            "case_id": case.id,
+            "issue_type": "child_support",
+        })
+        self.assertIn(issue, case.issue_ids)
+
+
+@tagged("post_install", "-at_install", "familylaw", "familylaw_step2")
+class TestStep2SearchByPerson(TransactionCase):
+    """Find a case by party name, child name, and case_number."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner = cls.env["res.partner"].create({"name": "Search Client"})
+        cls.case = cls.env["familylaw.case"].create({
+            "name": "Search Matter",
+            "client_id": cls.partner.id,
+            "case_type": "dissolution_children",
+            "case_number": "2024-DR-999999",
+        })
+        cls.env["familylaw.party"].create({
+            "case_id": cls.case.id,
+            "name": "John Opposing",
+            "role": "opposing_party",
+        })
+        cls.env["familylaw.child"].create({
+            "case_id": cls.case.id,
+            "name": "Little One",
+            "date_of_birth": date.today() - timedelta(days=365 * 6),
+        })
+
+    def test_12_find_by_case_number(self):
+        results = self.env["familylaw.case"].search(
+            [("case_number", "=", "2024-DR-999999")]
+        )
+        self.assertIn(self.case, results)
+
+    def test_13_find_by_party_name(self):
+        results = self.env["familylaw.case"].search(
+            [("party_ids.name", "ilike", "John Opposing")]
+        )
+        self.assertIn(self.case, results)
+
+    def test_14_find_by_child_name(self):
+        results = self.env["familylaw.case"].search(
+            [("child_ids.name", "ilike", "Little One")]
+        )
+        self.assertIn(self.case, results)
+
+
+@tagged("post_install", "-at_install", "familylaw", "familylaw_step2")
+class TestStep2ConflictScreening(TransactionCase):
+    """Conflict screening surfaces a past-client opposing party; does not auto-clear."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.attorney = new_test_user(
+            cls.env,
+            login="fl_atty_conflict",
+            name="Conflict Attorney",
+            email="catty@example.com",
+            groups="base.group_user,activeblue_familylaw.group_familylaw_attorney",
+        )
+        # Case A: "Old Client" is the client
+        cls.old_client = cls.env["res.partner"].create({"name": "Old Client"})
+        cls.case_a = cls.env["familylaw.case"].create({
+            "name": "Old Matter",
+            "client_id": cls.old_client.id,
+            "case_type": "dissolution_children",
+        })
+
+        # Case B: "Old Client" appears as an opposing party
+        cls.new_client = cls.env["res.partner"].create({"name": "New Client"})
+        cls.case_b = cls.env["familylaw.case"].create({
+            "name": "New Matter",
+            "client_id": cls.new_client.id,
+            "case_type": "support_modification",
+        })
+        cls.env["familylaw.party"].create({
+            "case_id": cls.case_b.id,
+            "name": "Old Client",
+            "role": "opposing_party",
+        })
+
+    def test_15_conflict_screening_finds_client_match(self):
+        self.case_b.action_run_conflict_screening()
+        hits = self.case_b.conflict_hit_ids
+        self.assertTrue(hits, "Expected at least one conflict hit for 'Old Client'")
+
+    def test_16_conflict_does_not_auto_clear(self):
+        self.case_b.action_run_conflict_screening()
+        self.assertFalse(
+            self.case_b.conflict_check_cleared,
+            "Conflict screening must never auto-clear the attorney gate.",
+        )
+
+    def test_17_conflict_hit_count_updates(self):
+        self.case_b.action_run_conflict_screening()
+        self.assertGreater(self.case_b.conflict_hit_count, 0)
+
+    def test_18_engage_blocked_with_uncleared_conflict(self):
+        """Ensure Step 1's engage gate still works after Step 2 additions."""
+        with self.assertRaises(UserError):
+            self.case_b.action_engage()
+
+    def test_19_attorney_can_clear_conflict_after_reviewing_hits(self):
+        self.case_b.action_run_conflict_screening()
+        self.case_b.with_user(self.attorney).action_mark_conflict_cleared()
+        self.assertTrue(self.case_b.conflict_check_cleared)
+
+    def test_20_no_conflict_for_unrelated_opposing_party(self):
+        unique_client = self.env["res.partner"].create({"name": "Completely Unique Person XYZ"})
+        case_c = self.env["familylaw.case"].create({
+            "name": "Unrelated Matter",
+            "client_id": unique_client.id,
+            "case_type": "paternity",
+        })
+        self.env["familylaw.party"].create({
+            "case_id": case_c.id,
+            "name": "Completely Unique Opposing XYZ",
+            "role": "opposing_party",
+        })
+        case_c.action_run_conflict_screening()
+        self.assertEqual(case_c.conflict_hit_count, 0)
+
+
+@tagged("post_install", "-at_install", "familylaw", "familylaw_step2")
+class TestStep2IntakeWizard(TransactionCase):
+    """Intake questionnaire — strict path, emergency fast-path, triage, question capture."""
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.Wizard = cls.env["familylaw.intake.wizard"]
+        cls.partner = cls.env["res.partner"].create({"name": "Existing Client"})
+
+    def _make_wizard(self, **vals):
+        return self.Wizard.create(vals)
+
+    # --- standard path strict validation ------------------------------------
+    def test_21_standard_path_requires_matter_name(self):
+        wiz = self._make_wizard(
+            step="details",
+            case_type="dissolution_children",
+            county="miami_dade",
+            caller_name="Caller X",
+        )
+        with self.assertRaises(UserError):
+            wiz._validate_standard_details()
+
+    def test_22_standard_path_requires_case_type(self):
+        wiz = self._make_wizard(
+            step="details",
+            matter_name="Test Matter",
+            county="miami_dade",
+            caller_name="Caller X",
+        )
+        with self.assertRaises(UserError):
+            wiz._validate_standard_details()
+
+    def test_23_standard_path_requires_county(self):
+        wiz = self._make_wizard(
+            step="details",
+            matter_name="Test Matter",
+            case_type="dissolution_children",
+            caller_name="Caller X",
+            county=False,
+        )
+        with self.assertRaises(UserError):
+            wiz._validate_standard_details()
+
+    def test_24_standard_path_requires_client_or_caller_name(self):
+        wiz = self._make_wizard(
+            step="details",
+            matter_name="Test Matter",
+            case_type="dissolution_children",
+            county="miami_dade",
+        )
+        with self.assertRaises(UserError):
+            wiz._validate_standard_details()
+
+    def test_25_standard_path_creates_case(self):
+        wiz = self._make_wizard(
+            caller_name="John Smith",
+            case_type="dissolution_children",
+            county="miami_dade",
+        )
+        wiz.matter_name = "In re Smith"
+        wiz.client_partner_id = self.partner.id
+        wiz._create_standard_case()
+        case = wiz.created_case_id
+        self.assertTrue(case)
+        self.assertEqual(case.state, "intake")
+        self.assertFalse(case.is_emergency)
+
+    def test_26_standard_case_gets_initial_proceeding(self):
+        wiz = self._make_wizard(
+            caller_name="Jane Doe",
+            case_type="support_modification",
+            county="miami_dade",
+        )
+        wiz.matter_name = "In re Doe"
+        wiz.client_partner_id = self.partner.id
+        wiz._create_standard_case()
+        case = wiz.created_case_id
+        self.assertEqual(len(case.proceeding_ids), 1)
+        self.assertEqual(case.proceeding_ids[0].proceeding_type, "modification")
+
+    # --- triage sets case type ----------------------------------------------
+    def test_27_triage_case_type_propagates_to_case(self):
+        wiz = self._make_wizard(
+            caller_name="Alice",
+            case_type="paternity",
+            county="miami_dade",
+        )
+        wiz.matter_name = "Paternity Matter"
+        wiz.client_partner_id = self.partner.id
+        wiz._create_standard_case()
+        self.assertEqual(wiz.created_case_id.case_type, "paternity")
+
+    # --- emergency fast-path ------------------------------------------------
+    def test_28_emergency_path_creates_case_on_minimum_facts(self):
+        wiz = self._make_wizard(
+            caller_name="Emergency Caller",
+            urgency_child_withheld=True,
+        )
+        self.assertTrue(wiz.is_emergency)
+        wiz._create_emergency_case()
+        case = wiz.created_case_id
+        self.assertTrue(case, "Emergency case should be created")
+        self.assertEqual(case.state, "intake")
+        self.assertTrue(case.is_emergency)
+
+    def test_29_emergency_flag_set_on_case(self):
+        wiz = self._make_wizard(
+            caller_name="Urgent Caller",
+            urgency_violence=True,
+        )
+        wiz._create_emergency_case()
+        self.assertTrue(wiz.created_case_id.is_emergency)
+
+    def test_30_emergency_creates_partner_from_caller_name(self):
+        wiz = self._make_wizard(
+            caller_name="Brand New Person",
+            urgency_removal_threat=True,
+        )
+        wiz._create_emergency_case()
+        case = wiz.created_case_id
+        self.assertEqual(case.client_id.name, "Brand New Person")
+
+    def test_31_emergency_urgency_notes_captured(self):
+        wiz = self._make_wizard(
+            caller_name="Person In Danger",
+            urgency_violence=True,
+            urgency_description="Ex-partner threatened caller this morning.",
+        )
+        wiz._create_emergency_case()
+        self.assertIn("Ex-partner", wiz.created_case_id.urgency_notes)
+
+    # --- caller concern captured as attorney question, never answered -------
+    def test_32_caller_concern_logged_on_case_not_answered(self):
+        wiz = self._make_wizard(
+            caller_name="Concerned Caller",
+            case_type="support_modification",
+            county="miami_dade",
+            caller_concern="Do I have a good case?",
+        )
+        wiz.matter_name = "Concern Matter"
+        wiz.client_partner_id = self.partner.id
+        wiz._create_standard_case()
+        case = wiz.created_case_id
+        chatter_bodies = " ".join(
+            msg.body for msg in case.message_ids if msg.body
+        )
+        self.assertIn("Do I have a good case?", chatter_bodies)
+        self.assertIn("attorney", chatter_bodies.lower())
+
+    def test_33_emergency_concern_also_logged(self):
+        wiz = self._make_wizard(
+            caller_name="Emergency Concern",
+            urgency_child_withheld=True,
+            caller_concern="Am I going to win this?",
+        )
+        wiz._create_emergency_case()
+        case = wiz.created_case_id
+        chatter_bodies = " ".join(msg.body for msg in case.message_ids if msg.body)
+        self.assertIn("Am I going to win this?", chatter_bodies)
+
+    # --- opposing party + conflict screening via wizard ---------------------
+    def test_34_wizard_adds_opposing_party_and_screens(self):
+        # Set up an existing case with this person as a client
+        existing_client = self.env["res.partner"].create({"name": "Opposing Client Match"})
+        self.env["familylaw.case"].create({
+            "name": "Existing Matter",
+            "client_id": existing_client.id,
+            "case_type": "dissolution_children",
+        })
+
+        wiz = self._make_wizard(
+            caller_name="New Caller",
+            case_type="enforcement",
+            county="miami_dade",
+            opposing_party_name="Opposing Client Match",
+        )
+        wiz.matter_name = "Enforcement Matter"
+        wiz.client_partner_id = self.partner.id
+        wiz._create_standard_case()
+        case = wiz.created_case_id
+        # Should have at least one party record
+        self.assertTrue(case.party_ids)
+        # Should have at least one conflict hit
+        self.assertGreater(case.conflict_hit_count, 0)

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_case_views.xml

@@ -1,7 +1,7 @@
 <?xml version="1.0" encoding="utf-8"?>
 <odoo>
 
-    <!-- LIST (Odoo 18 uses <list>, not <tree>) -->
+    <!-- LIST view -->
     <record id="view_familylaw_case_list" model="ir.ui.view">
         <field name="name">familylaw.case.list</field>
         <field name="model">familylaw.case</field>
@@ -9,10 +9,12 @@
             <list string="Cases">
                 <field name="name"/>
                 <field name="client_id"/>
+                <field name="case_number"/>
                 <field name="case_type"/>
                 <field name="attorney_id"/>
                 <field name="representation"/>
                 <field name="conflict_check_cleared"/>
+                <field name="is_emergency" widget="boolean_toggle" optional="show"/>
                 <field name="state" widget="badge"
                        decoration-success="state == 'closed'"
                        decoration-info="state in ('intake','engaged')"
@@ -28,12 +30,16 @@
         <field name="arch" type="xml">
             <form string="Case">
                 <header>
+                    <!-- Conflict screening — available to all users -->
+                    <button name="action_run_conflict_screening" type="object"
+                            string="Run Conflict Screening"
+                            invisible="state != 'intake'"/>
                     <!-- Attorney-only gate: clear the conflict check -->
                     <button name="action_mark_conflict_cleared" type="object"
-                            string="Clear Conflict Check" class="btn-primary"
+                            string="Clear Conflict Check" class="btn-warning"
                             invisible="conflict_check_cleared"
                             groups="activeblue_familylaw.group_familylaw_attorney"/>
-                    <!-- Forward transitions (visible only from the valid stage) -->
+                    <!-- Forward transitions -->
                     <button name="action_engage" type="object" string="Engage"
                             class="btn-primary" invisible="state != 'intake'"/>
                     <button name="action_start_disclosure" type="object"
@@ -55,16 +61,34 @@
                            statusbar_visible="intake,engaged,disclosure,discovery,mediation,hearing,closed"/>
                 </header>
                 <sheet>
+                    <!-- Emergency banner -->
+                    <div class="alert alert-danger" role="alert"
+                         invisible="not is_emergency">
+                        ⚠️ EMERGENCY MATTER — Opened on minimum facts. Complete this record immediately.
+                        <field name="urgency_notes" readonly="1" nolabel="1"/>
+                    </div>
+
+                    <!-- Conflict warning banner -->
+                    <div class="alert alert-warning" role="alert"
+                         invisible="conflict_hit_count == 0 or conflict_check_cleared">
+                        ⚠️ <field name="conflict_hit_count" readonly="1" nolabel="1"/> potential conflict(s) detected.
+                        See the Conflict Hits tab. Attorney must review and clear before engaging.
+                    </div>
+
                     <div class="oe_title">
                         <label for="name"/>
                         <h1>
                             <field name="name" placeholder="e.g. In re the Marriage of Client A"/>
                         </h1>
                     </div>
+
                     <group>
                         <group string="Matter">
                             <field name="client_id"/>
                             <field name="case_type"/>
+                            <field name="case_number"
+                                   placeholder="e.g. 2024-DR-001234 (court-assigned)"/>
+                            <field name="county"/>
                             <field name="representation"/>
                             <field name="date_opened"/>
                         </group>
@@ -72,11 +96,46 @@
                             <field name="attorney_id"/>
                             <field name="paralegal_id"/>
                             <field name="conflict_check_cleared" readonly="1"/>
+                            <field name="is_emergency"/>
                         </group>
                     </group>
+
+                    <notebook>
+                        <page string="Parties" name="parties">
+                            <field name="party_ids"
+                                   view_id="view_familylaw_party_inline_list"/>
+                        </page>
+                        <page string="Children" name="children">
+                            <field name="child_ids"
+                                   view_id="view_familylaw_child_inline_list"/>
+                        </page>
+                        <page string="Issues" name="issues">
+                            <field name="issue_ids"
+                                   view_id="view_familylaw_issue_inline_list"/>
+                        </page>
+                        <page string="Proceedings" name="proceedings">
+                            <field name="proceeding_ids"
+                                   view_id="view_familylaw_proceeding_inline_list"/>
+                        </page>
+                        <page string="Conflict Hits" name="conflict_hits"
+                              invisible="conflict_hit_count == 0">
+                            <field name="conflict_hit_ids">
+                                <list>
+                                    <field name="party_name"/>
+                                    <field name="hit_case_id"/>
+                                    <field name="hit_role"/>
+                                    <field name="reason"/>
+                                </list>
+                            </field>
+                        </page>
+                        <page string="Emergency Notes" name="emergency"
+                              invisible="not is_emergency">
+                            <group>
+                                <field name="urgency_notes"/>
+                            </group>
+                        </page>
+                    </notebook>
                 </sheet>
-                <!-- Audit trail. Odoo 18 also offers the shorthand <chatter/> tag;
-                     this explicit form is used for maximum cross-release safety. -->
                 <div class="oe_chatter">
                     <field name="message_follower_ids"/>
                     <field name="activity_ids"/>
@@ -86,7 +145,7 @@
         </field>
     </record>
 
-    <!-- SEARCH -->
+    <!-- SEARCH — extended to support party name, child name, case number -->
     <record id="view_familylaw_case_search" model="ir.ui.view">
         <field name="name">familylaw.case.search</field>
         <field name="model">familylaw.case</field>
@@ -95,11 +154,18 @@
                 <field name="name"/>
                 <field name="client_id"/>
                 <field name="attorney_id"/>
+                <field name="case_number" string="Case Number"/>
+                <field name="party_ids" string="Party Name"
+                       filter_domain="[('party_ids.name', 'ilike', self)]"/>
+                <field name="child_ids" string="Child Name"
+                       filter_domain="[('child_ids.name', 'ilike', self)]"/>
                 <filter name="my_cases" string="My Cases"
                         domain="[('attorney_id', '=', uid)]"/>
                 <separator/>
                 <filter name="open_cases" string="Open"
                         domain="[('state', '!=', 'closed')]"/>
+                <filter name="emergency_cases" string="Emergency"
+                        domain="[('is_emergency', '=', True)]"/>
                 <filter name="needs_conflict_clearance" string="Awaiting Conflict Clearance"
                         domain="[('conflict_check_cleared', '=', False), ('state', '=', 'intake')]"/>
                 <group expand="0" string="Group By">
@@ -123,8 +189,9 @@
         <field name="context">{'search_default_open_cases': 1}</field>
         <field name="help" type="html">
             <p class="o_view_nocontent_smiling_face">Open your first matter</p>
-            <p>Create a case to begin. New matters start in Intake; an attorney
+            <p>Create a case or use New Intake to start from the triage questionnaire.
-               clears the conflict check, then the matter can be engaged.</p>
+               New matters start in Intake; an attorney clears the conflict check,
+               then the matter can be engaged.</p>
         </field>
     </record>
 

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_child_views.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_familylaw_child_list" model="ir.ui.view">
+        <field name="name">familylaw.child.list</field>
+        <field name="model">familylaw.child</field>
+        <field name="arch" type="xml">
+            <list string="Children">
+                <field name="name"/>
+                <field name="date_of_birth"/>
+                <field name="age"/>
+                <field name="case_id"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_familylaw_child_form" model="ir.ui.view">
+        <field name="name">familylaw.child.form</field>
+        <field name="model">familylaw.child</field>
+        <field name="arch" type="xml">
+            <form string="Child">
+                <sheet>
+                    <group>
+                        <group string="Identity">
+                            <field name="name"/>
+                            <field name="date_of_birth"/>
+                            <field name="age" readonly="1"/>
+                        </group>
+                        <group string="Matter">
+                            <field name="case_id"/>
+                        </group>
+                    </group>
+                    <group string="Notes">
+                        <field name="notes" nolabel="1"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Inline list used inside the case form notebook -->
+    <record id="view_familylaw_child_inline_list" model="ir.ui.view">
+        <field name="name">familylaw.child.inline.list</field>
+        <field name="model">familylaw.child</field>
+        <field name="arch" type="xml">
+            <list string="Children" editable="bottom">
+                <field name="name"/>
+                <field name="date_of_birth"/>
+                <field name="age" readonly="1"/>
+                <field name="notes"/>
+            </list>
+        </field>
+    </record>
+
+</odoo>

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_intake_views.xml

@@ -0,0 +1,123 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_familylaw_intake_wizard_form" model="ir.ui.view">
+        <field name="name">familylaw.intake.wizard.form</field>
+        <field name="model">familylaw.intake.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Family Law Intake">
+                <sheet>
+                    <!-- Hidden step tracker for conditional visibility -->
+                    <field name="step" invisible="1"/>
+                    <field name="is_emergency" invisible="1"/>
+
+                    <!-- ===== STEP 1 — TRIAGE ===== -->
+                    <div invisible="step != 'triage'">
+                        <h2>Step 1 — Triage</h2>
+                        <group string="Caller Information">
+                            <field name="caller_name"/>
+                            <field name="caller_phone"/>
+                            <field name="caller_email"/>
+                            <field name="county"/>
+                            <field name="case_type"/>
+                            <field name="opposing_party_name"/>
+                            <field name="has_children"/>
+                            <field name="has_existing_order"/>
+                        </group>
+                        <group string="Urgency Screen — answer all three">
+                            <field name="urgency_child_withheld"/>
+                            <field name="urgency_removal_threat"/>
+                            <field name="urgency_violence"/>
+                            <field name="urgency_description"
+                                   invisible="not (urgency_child_withheld or urgency_removal_threat or urgency_violence)"
+                                   placeholder="Describe the emergency — captured for the attorney"/>
+                        </group>
+                        <div class="alert alert-danger" role="alert"
+                             invisible="not (urgency_child_withheld or urgency_removal_threat or urgency_violence)">
+                            Emergency flags detected — clicking Next will open the matter immediately
+                            on minimum facts. Complete the record in full after the call.
+                        </div>
+                    </div>
+
+                    <!-- ===== STEP 2 — CASE DETAILS (standard path) ===== -->
+                    <div invisible="step != 'details'">
+                        <h2>Step 2 — Case Details</h2>
+                        <group string="Matter">
+                            <field name="matter_name" required="step == 'details'"/>
+                            <field name="client_partner_id"/>
+                            <field name="county"/>
+                            <field name="case_type" required="step == 'details'"/>
+                        </group>
+                        <group string="Team">
+                            <field name="attorney_id"/>
+                            <field name="paralegal_id"/>
+                        </group>
+                        <group string="Caller's Question for the Attorney">
+                            <field name="caller_concern" nolabel="1"
+                                   placeholder="Record the caller's question verbatim. This software does not answer 'do I have a good case?' — that determination is the attorney's."/>
+                        </group>
+                    </div>
+
+                    <!-- ===== STEP 3 — MODIFICATION DETAILS ===== -->
+                    <div invisible="step != 'modification'">
+                        <h2>Step 3 — Modification Details</h2>
+                        <group string="Prior Order">
+                            <field name="existing_order_summary"
+                                   placeholder="Brief summary of what the existing order says — facts only. Legal interpretation is Step 6+ (attorney-reviewed)."/>
+                        </group>
+                        <group string="Reason for Modification">
+                            <field name="reason_for_modification"
+                                   placeholder="What has changed since the last order?"/>
+                            <field name="income_change_details"
+                                   placeholder="Income / financial changes (e.g. job loss, new employment). Facts only — no legal conclusions."/>
+                        </group>
+                        <group string="Caller's Question for the Attorney">
+                            <field name="caller_concern" nolabel="1"
+                                   placeholder="Record the caller's question verbatim. Do not answer 'do I have a good case?' — that is the attorney's determination."/>
+                        </group>
+                    </div>
+
+                    <!-- ===== STEP 4 — CONFIRM ===== -->
+                    <div invisible="step != 'confirm'">
+                        <h2>Step 4 — Intake Complete</h2>
+                        <group string="Matter Created">
+                            <field name="created_case_id" readonly="1"/>
+                        </group>
+                        <group string="Conflict Screening Results">
+                            <field name="conflict_summary" nolabel="1" readonly="1"/>
+                        </group>
+                        <div class="alert alert-warning" role="alert"
+                             invisible="not conflict_summary or 'No potential' in (conflict_summary or '')">
+                            Potential conflicts detected. The attorney must review the Conflict Hits
+                            tab on the case and clear the conflict check before engaging.
+                        </div>
+                        <div class="alert alert-info" role="alert">
+                            The matter has been opened in <b>Intake</b> state.
+                            An attorney must clear the conflict check before the matter can be engaged.
+                        </div>
+                    </div>
+
+                </sheet>
+                <footer>
+                    <button string="← Back" type="object" name="action_back"
+                            invisible="step in ('triage', 'confirm')"/>
+                    <button string="Next →" type="object" name="action_next"
+                            class="btn-primary"
+                            invisible="step == 'confirm'"/>
+                    <button string="Open Matter" type="object" name="action_open_case"
+                            class="btn-primary"
+                            invisible="step != 'confirm'"/>
+                    <button string="Cancel" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_familylaw_intake_wizard" model="ir.actions.act_window">
+        <field name="name">New Intake</field>
+        <field name="res_model">familylaw.intake.wizard</field>
+        <field name="view_mode">form</field>
+        <field name="target">new</field>
+    </record>
+
+</odoo>

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_issue_views.xml

@@ -0,0 +1,16 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <!-- Inline list used inside the case form notebook -->
+    <record id="view_familylaw_issue_inline_list" model="ir.ui.view">
+        <field name="name">familylaw.issue.inline.list</field>
+        <field name="model">familylaw.issue</field>
+        <field name="arch" type="xml">
+            <list string="Issues" editable="bottom">
+                <field name="issue_type"/>
+                <field name="description"/>
+            </list>
+        </field>
+    </record>
+
+</odoo>

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_menus.xml

@@ -6,6 +6,13 @@
               name="Family Law"
               sequence="50"/>
 
+    <!-- New Intake — opens the triage wizard -->
+    <menuitem id="menu_familylaw_intake"
+              name="New Intake"
+              parent="menu_familylaw_root"
+              action="action_familylaw_intake_wizard"
+              sequence="5"/>
+
     <!-- Cases -->
     <menuitem id="menu_familylaw_cases"
               name="Cases"

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_party_views.xml

@@ -0,0 +1,55 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_familylaw_party_list" model="ir.ui.view">
+        <field name="name">familylaw.party.list</field>
+        <field name="model">familylaw.party</field>
+        <field name="arch" type="xml">
+            <list string="Parties">
+                <field name="name"/>
+                <field name="role" widget="badge"/>
+                <field name="partner_id"/>
+                <field name="case_id"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_familylaw_party_form" model="ir.ui.view">
+        <field name="name">familylaw.party.form</field>
+        <field name="model">familylaw.party</field>
+        <field name="arch" type="xml">
+            <form string="Party">
+                <sheet>
+                    <group>
+                        <group string="Identity">
+                            <field name="name"/>
+                            <field name="role"/>
+                            <field name="partner_id"/>
+                        </group>
+                        <group string="Matter">
+                            <field name="case_id"/>
+                        </group>
+                    </group>
+                    <group string="Notes">
+                        <field name="notes" nolabel="1"/>
+                    </group>
+                </sheet>
+            </form>
+        </field>
+    </record>
+
+    <!-- Inline list used inside the case form notebook -->
+    <record id="view_familylaw_party_inline_list" model="ir.ui.view">
+        <field name="name">familylaw.party.inline.list</field>
+        <field name="model">familylaw.party</field>
+        <field name="arch" type="xml">
+            <list string="Parties" editable="bottom">
+                <field name="name"/>
+                <field name="role" widget="badge"/>
+                <field name="partner_id"/>
+                <field name="notes"/>
+            </list>
+        </field>
+    </record>
+
+</odoo>

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_proceeding_views.xml

@@ -0,0 +1,80 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_familylaw_proceeding_list" model="ir.ui.view">
+        <field name="name">familylaw.proceeding.list</field>
+        <field name="model">familylaw.proceeding</field>
+        <field name="arch" type="xml">
+            <list string="Proceedings">
+                <field name="name"/>
+                <field name="case_id"/>
+                <field name="proceeding_type"/>
+                <field name="state" widget="badge"
+                       decoration-success="state == 'closed'"
+                       decoration-info="state == 'open'"/>
+                <field name="date_opened"/>
+                <field name="date_closed"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_familylaw_proceeding_form" model="ir.ui.view">
+        <field name="name">familylaw.proceeding.form</field>
+        <field name="model">familylaw.proceeding</field>
+        <field name="arch" type="xml">
+            <form string="Proceeding">
+                <header>
+                    <button name="action_close_proceeding" type="object"
+                            string="Close Proceeding"
+                            invisible="state == 'closed'"/>
+                    <button name="action_reopen_proceeding" type="object"
+                            string="Reopen"
+                            invisible="state == 'open'"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="open,closed"/>
+                </header>
+                <sheet>
+                    <group>
+                        <group string="Proceeding">
+                            <field name="name"/>
+                            <field name="proceeding_type"/>
+                            <field name="proceeding_number"/>
+                        </group>
+                        <group string="Matter">
+                            <field name="case_id"/>
+                            <field name="date_opened"/>
+                            <field name="date_closed" readonly="1"/>
+                        </group>
+                    </group>
+                    <group string="Notes">
+                        <field name="notes" nolabel="1"/>
+                    </group>
+                </sheet>
+                <div class="oe_chatter">
+                    <field name="message_follower_ids"/>
+                    <field name="activity_ids"/>
+                    <field name="message_ids"/>
+                </div>
+            </form>
+        </field>
+    </record>
+
+    <!-- Inline list used inside the case form notebook -->
+    <record id="view_familylaw_proceeding_inline_list" model="ir.ui.view">
+        <field name="name">familylaw.proceeding.inline.list</field>
+        <field name="model">familylaw.proceeding</field>
+        <field name="arch" type="xml">
+            <list string="Proceedings" editable="bottom">
+                <field name="name"/>
+                <field name="proceeding_type"/>
+                <field name="proceeding_number"/>
+                <field name="state" widget="badge"
+                       decoration-success="state == 'closed'"
+                       decoration-info="state == 'open'"/>
+                <field name="date_opened"/>
+                <field name="date_closed" readonly="1"/>
+            </list>
+        </field>
+    </record>
+
+</odoo>