Step 10: emergency workflow (12.941 pick-up/removal) — fork + attachment block

familylaw.emergency.motion (+ familylaw.emergency.attachment):
- have-order-vs-not FORK: action_seed_requirements seeds different required
  attachments (existing-order path = certified copy + proposed order; no-order path =
  verified motion/sworn affidavit + proposed order)
- MISSING-ATTACHMENT BLOCK: _ensure_complete raises if any required attachment is
  unprovided (or no checklist seeded); action_mark_ready / action_file gated on it
- open_for_case() uses the case's open proceeding (fast-path matter from Step 2)

Wizard + views + menu; "Emergency Motion" button on the case form (shown when the
matter is_emergency). ACL added.

Tests (familylaw_step10): fork seeds differ; missing/partial blocks ready; complete
allows ready + file; file requires ready; no-checklist blocks; intake fast-path
(urgency -> is_emergency case) then motion creation; motion uses open proceeding.

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

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/__manifest__.py

@@ -1,7 +1,7 @@
 # -*- coding: utf-8 -*-
 {
     "name": "Active Blue Family Law",
-    "version": "18.0.9.0.0",
+    "version": "18.0.10.0.0",
     "category": "Services/Legal",
     "summary": "Florida family law case management (Miami-Dade / 11th Judicial Circuit)",
     "description": """
@@ -36,6 +36,7 @@ Each step adds one vertical, independently testable slice. See BUILD_PLAN.md.
         "views/familylaw_ai_views.xml",
         "views/familylaw_discovery_views.xml",
         "views/familylaw_modification_views.xml",
+        "views/familylaw_emergency_views.xml",
         "views/familylaw_proceeding_views.xml",
         "views/familylaw_intake_views.xml",
         "views/familylaw_case_views.xml",

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/__init__.py

@@ -14,5 +14,7 @@ from . import familylaw_verifier
 from . import familylaw_research
 from . import familylaw_discovery
 from . import familylaw_modification
+from . import familylaw_emergency
 from . import familylaw_ai_wizard
 from . import familylaw_modification_wizard
+from . import familylaw_emergency_wizard

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_emergency.py

@@ -0,0 +1,172 @@
+# -*- coding: utf-8 -*-
+"""STEP 10 — Emergency workflow (Rule 12.941 pick-up / removal).
+
+An emergency motion hangs off a PROCEEDING (typically the fast-path matter opened by
+the intake urgency screen in Step 2). The two structural safety features:
+
+  * the HAVE-ORDER-vs-NOT fork — the required attachments differ depending on whether
+    there is already an order to enforce (certified copy) or the movant must establish
+    the emergency from scratch (verified motion / sworn affidavit);
+  * a MISSING-ATTACHMENT BLOCK — the motion cannot be marked ready/filed until every
+    required attachment for its fork is present.
+
+VERIFY current rule — pick-up / emergency-relief mechanics and required attachments
+are volatile; confirm before relying in production. Nothing here decides the motion;
+the attorney signs and the court rules.
+"""
+
+from odoo import api, fields, models, _
+from odoo.exceptions import UserError
+
+
+class FamilyLawEmergencyMotion(models.Model):
+    _name = "familylaw.emergency.motion"
+    _description = "Emergency Motion (12.941)"
+    _inherit = ["mail.thread"]
+    _order = "create_date desc"
+
+    name = fields.Char(required=True, default="Emergency Motion", tracking=True)
+    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,
+    )
+    child_id = fields.Many2one("familylaw.child", string="Child")
+    motion_type = fields.Selection(
+        selection=[
+            ("pickup_order", "Pick-Up Order"),
+            ("temporary_custody", "Emergency Temporary Custody"),
+            ("prevent_removal", "Prevent Removal from Jurisdiction"),
+            ("other", "Other Emergency Relief"),
+        ],
+        string="Motion Type",
+        required=True,
+        default="pickup_order",
+        tracking=True,
+    )
+    have_existing_order = fields.Boolean(
+        string="Existing Order to Enforce?",
+        tracking=True,
+        help="The fork: enforce an existing order (certified copy) vs. establish the "
+             "emergency from scratch (verified motion / sworn affidavit).",
+    )
+    existing_order_reference = fields.Char(string="Existing Order Reference")
+    basis = fields.Text(string="Sworn Basis (no existing order)")
+
+    attachment_ids = fields.One2many(
+        "familylaw.emergency.attachment", "motion_id", string="Required Attachments",
+    )
+    missing_required_count = fields.Integer(
+        compute="_compute_missing", string="Missing Required",
+    )
+    state = fields.Selection(
+        selection=[
+            ("draft", "Draft"),
+            ("ready", "Ready to File"),
+            ("filed", "Filed"),
+        ],
+        default="draft",
+        required=True,
+        tracking=True,
+    )
+
+    @api.depends("attachment_ids.is_required", "attachment_ids.provided")
+    def _compute_missing(self):
+        for m in self:
+            m.missing_required_count = len(
+                m.attachment_ids.filtered(lambda a: a.is_required and not a.provided)
+            )
+
+    # --- requirement seeding (the fork) -------------------------------------
+    def _required_for_fork(self):
+        self.ensure_one()
+        if self.have_existing_order:
+            return [
+                _("Certified copy of the existing order"),
+                _("Proposed pick-up / enforcement order"),
+            ]
+        return [
+            _("Verified motion / sworn affidavit establishing the emergency"),
+            _("Proposed pick-up order"),
+        ]
+
+    def action_seed_requirements(self):
+        Att = self.env["familylaw.emergency.attachment"]
+        for m in self:
+            m.attachment_ids.unlink()
+            for label in m._required_for_fork():
+                Att.create({"motion_id": m.id, "name": label, "is_required": True})
+            m.message_post(body=_("Required attachments seeded for the %s path.")
+                           % ("existing-order" if m.have_existing_order else "no-order"))
+        return True
+
+    # --- gates --------------------------------------------------------------
+    def _ensure_complete(self):
+        for m in self:
+            missing = m.attachment_ids.filtered(
+                lambda a: a.is_required and not a.provided)
+            if not m.attachment_ids:
+                raise UserError(
+                    _("No attachment checklist yet. Seed the requirements first.")
+                )
+            if missing:
+                raise UserError(
+                    _("Emergency motion '%(name)s' is missing required attachment(s): "
+                      "%(list)s. It cannot be filed until complete.",
+                      name=m.name, list="; ".join(missing.mapped("name")))
+                )
+
+    def action_mark_ready(self):
+        self._ensure_complete()
+        for m in self:
+            m.state = "ready"
+            m.message_post(body=_("All required attachments present — ready to file."))
+        return True
+
+    def action_file(self):
+        for m in self:
+            if m.state != "ready":
+                raise UserError(
+                    _("Mark the motion ready (all attachments present) before filing.")
+                )
+            m.state = "filed"
+            m.message_post(body=_("Emergency motion filed."))
+        return True
+
+    # --- creation helper (fast-path) ----------------------------------------
+    @api.model
+    def open_for_case(self, case, motion_type, have_existing_order, *,
+                      child=None, basis=None, existing_order_reference=None):
+        case = case if hasattr(case, "id") else self.env["familylaw.case"].browse(case)
+        proc = case.proceeding_ids.filtered(lambda p: p.state == "open")[:1]
+        if not proc:
+            proc = self.env["familylaw.proceeding"].create({
+                "case_id": case.id,
+                "name": _("Emergency Proceeding"),
+                "proceeding_type": "other",
+            })
+        motion = self.create({
+            "proceeding_id": proc.id,
+            "motion_type": motion_type,
+            "have_existing_order": have_existing_order,
+            "child_id": child.id if child else False,
+            "basis": basis or False,
+            "existing_order_reference": existing_order_reference or False,
+        })
+        motion.action_seed_requirements()
+        return motion
+
+
+class FamilyLawEmergencyAttachment(models.Model):
+    _name = "familylaw.emergency.attachment"
+    _description = "Emergency Motion Attachment Requirement"
+    _order = "id"
+
+    motion_id = fields.Many2one(
+        "familylaw.emergency.motion", required=True, ondelete="cascade", index=True,
+    )
+    name = fields.Char(required=True)
+    is_required = fields.Boolean(default=True)
+    provided = fields.Boolean(default=False)

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/models/familylaw_emergency_wizard.py

@@ -0,0 +1,41 @@
+# -*- coding: utf-8 -*-
+"""STEP 10 — Wizard to open an emergency motion from a case (fast-path)."""
+
+from odoo import fields, models
+
+
+class FamilyLawEmergencyWizard(models.TransientModel):
+    _name = "familylaw.emergency.wizard"
+    _description = "Open Emergency Motion"
+
+    case_id = fields.Many2one("familylaw.case", required=True)
+    motion_type = fields.Selection(
+        selection=[
+            ("pickup_order", "Pick-Up Order"),
+            ("temporary_custody", "Emergency Temporary Custody"),
+            ("prevent_removal", "Prevent Removal from Jurisdiction"),
+            ("other", "Other Emergency Relief"),
+        ],
+        default="pickup_order",
+        required=True,
+    )
+    have_existing_order = fields.Boolean(string="Existing Order to Enforce?")
+    child_id = fields.Many2one("familylaw.child", string="Child")
+    existing_order_reference = fields.Char(string="Existing Order Reference")
+    basis = fields.Text(string="Sworn Basis (no existing order)")
+
+    def action_open(self):
+        self.ensure_one()
+        motion = self.env["familylaw.emergency.motion"].open_for_case(
+            self.case_id, self.motion_type, self.have_existing_order,
+            child=self.child_id or None,
+            basis=self.basis or None,
+            existing_order_reference=self.existing_order_reference or None,
+        )
+        return {
+            "type": "ir.actions.act_window",
+            "res_model": "familylaw.emergency.motion",
+            "res_id": motion.id,
+            "view_mode": "form",
+            "target": "current",
+        }

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

@@ -32,3 +32,8 @@ access_familylaw_discovery_attorney,familylaw.discovery.request attorney,model_f
 access_familylaw_modification_user,familylaw.support.modification staff,model_familylaw_support_modification,group_familylaw_user,1,1,1,0
 access_familylaw_modification_attorney,familylaw.support.modification attorney,model_familylaw_support_modification,group_familylaw_attorney,1,1,1,1
 access_familylaw_modification_wizard_user,familylaw.modification.wizard user,model_familylaw_modification_wizard,group_familylaw_user,1,1,1,1
+access_familylaw_emergency_user,familylaw.emergency.motion staff,model_familylaw_emergency_motion,group_familylaw_user,1,1,1,0
+access_familylaw_emergency_attorney,familylaw.emergency.motion attorney,model_familylaw_emergency_motion,group_familylaw_attorney,1,1,1,1
+access_familylaw_emergency_att_user,familylaw.emergency.attachment staff,model_familylaw_emergency_attachment,group_familylaw_user,1,1,1,1
+access_familylaw_emergency_att_attorney,familylaw.emergency.attachment attorney,model_familylaw_emergency_attachment,group_familylaw_attorney,1,1,1,1
+access_familylaw_emergency_wizard_user,familylaw.emergency.wizard user,model_familylaw_emergency_wizard,group_familylaw_user,1,1,1,1

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/__init__.py

@@ -7,3 +7,4 @@ from . import test_step6
 from . import test_step7
 from . import test_step8
 from . import test_step9
+from . import test_step10

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/tests/test_step10.py

@@ -0,0 +1,112 @@
+# -*- coding: utf-8 -*-
+"""STEP 10 tests — emergency workflow (12.941 pick-up/removal).
+
+    odoo -d <db> -u activeblue_familylaw --test-enable \
+         --test-tags familylaw_step10 --stop-after-init
+
+Proves:
+  * the have-order-vs-not fork seeds different required attachments;
+  * a missing required attachment BLOCKS marking ready / filing;
+  * once complete, the motion can be marked ready and filed;
+  * the intake fast-path opens a matter on minimum facts (is_emergency) and an
+    emergency motion can be created on it.
+"""
+
+from odoo.tests.common import TransactionCase, tagged
+from odoo.exceptions import UserError
+
+
+@tagged("post_install", "-at_install", "familylaw", "familylaw_step10")
+class TestStep10Emergency(TransactionCase):
+
+    @classmethod
+    def setUpClass(cls):
+        super().setUpClass()
+        cls.partner = cls.env["res.partner"].create({"name": "Emerg Client"})
+        cls.case = cls.env["familylaw.case"].create({
+            "name": "Emergency Matter", "client_id": cls.partner.id,
+            "case_type": "enforcement", "is_emergency": True,
+        })
+        cls.Motion = cls.env["familylaw.emergency.motion"]
+
+    # --- the fork -----------------------------------------------------------
+    def test_01_no_order_fork_requirements(self):
+        m = self.Motion.open_for_case(self.case, "pickup_order", False)
+        names = m.attachment_ids.mapped("name")
+        self.assertTrue(any("sworn affidavit" in n.lower() or "verified motion" in n.lower()
+                            for n in names))
+
+    def test_02_have_order_fork_requirements(self):
+        m = self.Motion.open_for_case(self.case, "pickup_order", True)
+        names = m.attachment_ids.mapped("name")
+        self.assertTrue(any("certified copy" in n.lower() for n in names))
+
+    def test_03_forks_differ(self):
+        m_no = self.Motion.open_for_case(self.case, "pickup_order", False)
+        m_yes = self.Motion.open_for_case(self.case, "pickup_order", True)
+        self.assertNotEqual(
+            set(m_no.attachment_ids.mapped("name")),
+            set(m_yes.attachment_ids.mapped("name")),
+        )
+
+    # --- missing-attachment block -------------------------------------------
+    def test_04_missing_blocks_ready(self):
+        m = self.Motion.open_for_case(self.case, "pickup_order", True)
+        # nothing provided yet
+        self.assertGreater(m.missing_required_count, 0)
+        with self.assertRaises(UserError):
+            m.action_mark_ready()
+        self.assertEqual(m.state, "draft")
+
+    def test_05_partial_still_blocks(self):
+        m = self.Motion.open_for_case(self.case, "pickup_order", True)
+        m.attachment_ids[0].provided = True
+        if len(m.attachment_ids) > 1:
+            with self.assertRaises(UserError):
+                m.action_mark_ready()
+
+    def test_06_complete_allows_ready(self):
+        m = self.Motion.open_for_case(self.case, "pickup_order", True)
+        m.attachment_ids.write({"provided": True})
+        m.action_mark_ready()
+        self.assertEqual(m.state, "ready")
+        self.assertEqual(m.missing_required_count, 0)
+
+    def test_07_file_requires_ready(self):
+        m = self.Motion.open_for_case(self.case, "pickup_order", True)
+        with self.assertRaises(UserError):
+            m.action_file()
+        m.attachment_ids.write({"provided": True})
+        m.action_mark_ready()
+        m.action_file()
+        self.assertEqual(m.state, "filed")
+
+    def test_08_no_checklist_blocks(self):
+        m = self.Motion.create({
+            "proceeding_id": self.case.proceeding_ids[0].id,
+            "motion_type": "pickup_order",
+        })
+        # remove any seeded items
+        m.attachment_ids.unlink()
+        with self.assertRaises(UserError):
+            m.action_mark_ready()
+
+    # --- fast-path intake ---------------------------------------------------
+    def test_09_intake_fast_path_then_motion(self):
+        wiz = self.env["familylaw.intake.wizard"].create({
+            "caller_name": "Panicked Parent",
+            "urgency_child_withheld": True,
+        })
+        self.assertTrue(wiz.is_emergency)
+        wiz._create_emergency_case()
+        case = wiz.created_case_id
+        self.assertTrue(case.is_emergency)
+        # emergency motion on the fast-path matter
+        m = self.Motion.open_for_case(case, "pickup_order", False)
+        self.assertEqual(m.case_id, case)
+        self.assertTrue(m.attachment_ids)
+
+    def test_10_motion_uses_open_proceeding(self):
+        m = self.Motion.open_for_case(self.case, "prevent_removal", False)
+        self.assertEqual(m.proceeding_id.state, "open")
+        self.assertEqual(m.case_id, self.case)

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_case_views.xml

@@ -55,6 +55,11 @@
                             string="Open Support Modification"
                             context="{'default_case_id': id}"
                             invisible="case_type != 'support_modification'"/>
+                    <!-- Open an emergency motion (fast-path) -->
+                    <button name="%(action_familylaw_emergency_wizard)d" type="action"
+                            string="Emergency Motion" class="btn-danger"
+                            context="{'default_case_id': id}"
+                            invisible="not is_emergency"/>
                     <!-- Attorney-only: close / reopen -->
                     <button name="action_close" type="object" string="Close Case"
                             invisible="state == 'closed'"

activeblue_familylaw_handoff/activeblue_familylaw_build/activeblue_familylaw/views/familylaw_emergency_views.xml

@@ -0,0 +1,125 @@
+<?xml version="1.0" encoding="utf-8"?>
+<odoo>
+
+    <record id="view_familylaw_emergency_list" model="ir.ui.view">
+        <field name="name">familylaw.emergency.motion.list</field>
+        <field name="model">familylaw.emergency.motion</field>
+        <field name="arch" type="xml">
+            <list string="Emergency Motions"
+                  decoration-danger="missing_required_count &gt; 0"
+                  decoration-success="state == 'filed'">
+                <field name="name"/>
+                <field name="case_id"/>
+                <field name="motion_type"/>
+                <field name="have_existing_order"/>
+                <field name="missing_required_count"/>
+                <field name="state" widget="badge"/>
+            </list>
+        </field>
+    </record>
+
+    <record id="view_familylaw_emergency_form" model="ir.ui.view">
+        <field name="name">familylaw.emergency.motion.form</field>
+        <field name="model">familylaw.emergency.motion</field>
+        <field name="arch" type="xml">
+            <form string="Emergency Motion">
+                <header>
+                    <button name="action_seed_requirements" type="object"
+                            string="Seed Requirements"/>
+                    <button name="action_mark_ready" type="object"
+                            string="Mark Ready" class="btn-primary"
+                            invisible="state != 'draft'"/>
+                    <button name="action_file" type="object"
+                            string="File" invisible="state != 'ready'"/>
+                    <field name="state" widget="statusbar"
+                           statusbar_visible="draft,ready,filed"/>
+                </header>
+                <sheet>
+                    <div class="alert alert-danger" role="alert"
+                         invisible="missing_required_count == 0">
+                        <field name="missing_required_count" readonly="1" nolabel="1"/>
+                        required attachment(s) missing — the motion is blocked from
+                        filing until complete.
+                    </div>
+                    <div class="oe_title">
+                        <label for="name"/>
+                        <h1><field name="name"/></h1>
+                    </div>
+                    <group>
+                        <group string="Motion">
+                            <field name="motion_type"/>
+                            <field name="have_existing_order"/>
+                            <field name="existing_order_reference"
+                                   invisible="not have_existing_order"/>
+                            <field name="child_id"/>
+                        </group>
+                        <group string="Matter">
+                            <field name="proceeding_id"/>
+                            <field name="case_id" readonly="1"/>
+                        </group>
+                    </group>
+                    <group string="Sworn Basis (no existing order)"
+                           invisible="have_existing_order">
+                        <field name="basis" nolabel="1"/>
+                    </group>
+                    <notebook>
+                        <page string="Required Attachments" name="attachments">
+                            <field name="attachment_ids">
+                                <list editable="bottom">
+                                    <field name="name"/>
+                                    <field name="is_required"/>
+                                    <field name="provided" widget="boolean_toggle"/>
+                                </list>
+                            </field>
+                        </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_emergency" model="ir.actions.act_window">
+        <field name="name">Emergency Motions</field>
+        <field name="res_model">familylaw.emergency.motion</field>
+        <field name="view_mode">list,form</field>
+    </record>
+
+    <!-- Wizard -->
+    <record id="view_familylaw_emergency_wizard_form" model="ir.ui.view">
+        <field name="name">familylaw.emergency.wizard.form</field>
+        <field name="model">familylaw.emergency.wizard</field>
+        <field name="arch" type="xml">
+            <form string="Open Emergency Motion">
+                <sheet>
+                    <group>
+                        <field name="case_id"/>
+                        <field name="motion_type"/>
+                        <field name="have_existing_order"/>
+                        <field name="existing_order_reference"
+                               invisible="not have_existing_order"/>
+                        <field name="child_id"/>
+                        <field name="basis" invisible="have_existing_order"/>
+                    </group>
+                </sheet>
+                <footer>
+                    <button name="action_open" type="object"
+                            string="Open Motion" class="btn-primary"/>
+                    <button string="Cancel" special="cancel"/>
+                </footer>
+            </form>
+        </field>
+    </record>
+
+    <record id="action_familylaw_emergency_wizard" model="ir.actions.act_window">
+        <field name="name">Open Emergency Motion</field>
+        <field name="res_model">familylaw.emergency.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_menus.xml

@@ -41,6 +41,13 @@
               action="action_familylaw_affidavit"
               sequence="40"/>
 
+    <!-- Emergency Motions -->
+    <menuitem id="menu_familylaw_emergency"
+              name="Emergency Motions"
+              parent="menu_familylaw_root"
+              action="action_familylaw_emergency"
+              sequence="43"/>
+
     <!-- Support Modifications -->
     <menuitem id="menu_familylaw_modifications"
               name="Support Modifications"