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Merge pull request #68 from OpenSPP/push-modules-set-to-stable
feat(grm,case): add case management modules and sync GRM with stable
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‎.pre-commit-config.yaml‎

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# Only scan OpenSPP spp_* modules (not scripts, endpoint handlers, etc.)
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files: ^spp_
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# Exclude test files, migrations, and demo-only modules
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exclude: ^(tests/|scripts/tests/|.*/tests/.*|.*/migrations/.*|spp_4ps_demo/)
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exclude: ^(tests/|scripts/tests/|.*/tests/.*|.*/migrations/.*|spp_4ps_demo/|spp_case_demo/|spp_grm_demo/)

‎codecov.yml‎

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# Codecov configuration for OpenSPP
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# https://docs.codecov.io/docs/codecov-yaml
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coverage:
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status:
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project:
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default:
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# Only check coverage on files changed in this PR, not the entire project.
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# CI only tests changed modules, so project-wide coverage would always drop
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# on PRs that don't re-test every module.
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only_pulls: true
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patch:
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default:
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target: 70%
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# Each module uploads with its own flag (flags: ${{ matrix.module }} in CI).
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# Carry forward coverage from previous commits so modules not tested in this
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# PR still contribute to overall project coverage.
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flag_management:
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default_rules:
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carryforward: true
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comment:
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layout: "reach,diff,flags,files"
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behavior: default
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require_changes: false
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ignore:
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- "**/tests/**"
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- "**/migrations/**"
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- "scripts/**"

‎spp_case_base/README.rst‎

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============================
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OpenSPP Case Management Base
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============================
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..
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! This file is generated by oca-gen-addon-readme !!
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!! changes will be overwritten. !!
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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!! source digest: sha256:e58edc2517398a8339ded8ff8bf1eb6b07df10f996637a160c55d36dbf41b8a6
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!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
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:target: https://odoo-community.org/page/development-status
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:alt: Production/Stable
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.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png
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:target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
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:alt: License: LGPL-3
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.. |badge3| image:: https://img.shields.io/badge/github-OpenSPP%2FOpenSPP2-lightgray.png?logo=github
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:target: https://github.com/OpenSPP/OpenSPP2/tree/19.0/spp_case_base
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:alt: OpenSPP/OpenSPP2
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|badge1| |badge2| |badge3|
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Case management system for social protection programs. Tracks cases from
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intake through assessment, intervention planning, and closure with
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workflow stages, risk assessments, and team assignment. Automated review
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scheduling via cron job ensures timely case monitoring.
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Key Capabilities
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~~~~~~~~~~~~~~~~
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- Track cases for individuals, households, or groups with configurable
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types and workflow stages
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- Conduct assessments with risk scoring (0-100) and automatic risk level
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classification (low/medium/high/critical)
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- Create versioned intervention plans with approval workflows and
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progress tracking
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- Document case activities: visits, notes, referrals to external
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services
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- Assign cases to workers and teams with supervisor oversight
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- Schedule automated review reminders for cases approaching or past
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review dates
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Key Models
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~~~~~~~~~~
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+--------------------------------+-------------------------------------+
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| Model | Description |
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+================================+=====================================+
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| ``spp.case`` | Core case record with client and |
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| | assignment |
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+--------------------------------+-------------------------------------+
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| ``spp.case.type`` | Case type with default intensity |
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| | and caseload |
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+--------------------------------+-------------------------------------+
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| ``spp.case.stage`` | Workflow stage with phase and |
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| | requirements |
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+--------------------------------+-------------------------------------+
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| ``spp.case.assessment`` | Assessment with risk score and |
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| | findings |
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+--------------------------------+-------------------------------------+
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| ``spp.case.intervention.plan`` | Versioned plan with approval |
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| | workflow |
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+--------------------------------+-------------------------------------+
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| ``spp.case.intervention`` | Individual intervention with status |
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| | tracking |
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+--------------------------------+-------------------------------------+
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| ``spp.case.visit`` | Client visit with type and notes |
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+--------------------------------+-------------------------------------+
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| ``spp.case.note`` | Case note with confidentiality flag |
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+--------------------------------+-------------------------------------+
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| ``spp.case.referral`` | External service referral with |
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| | status |
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+--------------------------------+-------------------------------------+
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| ``spp.case.team`` | Team with supervisor and members |
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+--------------------------------+-------------------------------------+
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| ``spp.case.risk.factor`` | Risk factor with severity weight |
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+--------------------------------+-------------------------------------+
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| ``spp.case.vulnerability`` | Vulnerability for assessment |
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+--------------------------------+-------------------------------------+
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| ``spp.case.closure.reason`` | Closure reason with outcome type |
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+--------------------------------+-------------------------------------+
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Configuration
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~~~~~~~~~~~~~
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After installing:
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1. Navigate to **Case Management > Configuration > Case Setup > Case
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Types** and create case types
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2. Navigate to **Case Management > Configuration > Case Setup > Case
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Stages** and define workflow stages
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3. Navigate to **Case Management > Configuration > Case Setup > Case
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Teams** and create teams
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4. Navigate to **Case Management > Configuration > Assessment > Risk
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Factors** and define risk factors
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5. Navigate to **Case Management > Configuration > Assessment >
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Vulnerabilities** and define vulnerabilities
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6. Navigate to **Case Management > Configuration > Closure > Closure
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Reasons** and set up closure reasons
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7. Verify the cron job **Case Management: Check Review Schedules** is
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active under **Settings > Technical > Scheduled Actions**
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UI Location
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~~~~~~~~~~~
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- **Cases**: Case Management > Cases > All Cases / My Cases / Unassigned
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Cases
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- **Activities**: Case Management > Activities > Visits / Notes /
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Referrals / Assessments
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- **Planning**: Case Management > Planning > Intervention Plans /
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Interventions
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- **Configuration**: Case Management > Configuration (Manager role
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required)
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- **Form tabs**: Details, Participants, Programs, History
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Security
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~~~~~~~~
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========================= ==============================================
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Group Access
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========================= ==============================================
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``group_case_viewer`` Read-only access to all case records
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``group_case_worker`` Full CRUD on cases and activities
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``group_case_supervisor`` Full CRUD on cases and activities, read config
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``group_case_manager`` Full CRUD including configuration
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========================= ==============================================
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Extension Points
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~~~~~~~~~~~~~~~~
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- Override ``_check_stage_requirements()`` on ``spp.case`` for custom
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stage validation
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- Override ``_compute_risk_level()`` on ``spp.case.assessment`` to
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customize risk calculation thresholds
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- Extend ``spp.case.intervention.plan`` with domain-specific fields
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- Hook ``_cron_check_reviews()`` to add custom review logic or
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notification templates
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Dependencies
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~~~~~~~~~~~~
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``base``, ``mail``, ``portal``, ``spp_security``
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**Table of contents**
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.. contents::
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:local:
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Bug Tracker
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===========
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Bugs are tracked on `GitHub Issues <https://github.com/OpenSPP/OpenSPP2/issues>`_.
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In case of trouble, please check there if your issue has already been reported.
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If you spotted it first, help us to smash it by providing a detailed and welcomed
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`feedback <https://github.com/OpenSPP/OpenSPP2/issues/new?body=module:%20spp_case_base%0Aversion:%2019.0%0A%0A**Steps%20to%20reproduce**%0A-%20...%0A%0A**Current%20behavior**%0A%0A**Expected%20behavior**>`_.
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Do not contact contributors directly about support or help with technical issues.
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Credits
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=======
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Authors
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-------
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* OpenSPP.org
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Maintainers
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-----------
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.. |maintainer-jeremi| image:: https://github.com/jeremi.png?size=40px
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:target: https://github.com/jeremi
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:alt: jeremi
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.. |maintainer-gonzalesedwin1123| image:: https://github.com/gonzalesedwin1123.png?size=40px
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:target: https://github.com/gonzalesedwin1123
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:alt: gonzalesedwin1123
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.. |maintainer-emjay0921| image:: https://github.com/emjay0921.png?size=40px
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:target: https://github.com/emjay0921
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:alt: emjay0921
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Current maintainers:
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|maintainer-jeremi| |maintainer-gonzalesedwin1123| |maintainer-emjay0921|
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This module is part of the `OpenSPP/OpenSPP2 <https://github.com/OpenSPP/OpenSPP2/tree/19.0/spp_case_base>`_ project on GitHub.
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You are welcome to contribute.

‎spp_case_base/__init__.py‎

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from . import models

‎spp_case_base/__manifest__.py‎

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# pylint: disable=pointless-statement
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{
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"name": "OpenSPP Case Management Base",
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"version": "19.0.1.0.0",
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"category": "OpenSPP/Monitoring",
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"summary": "Core case management functionality for OpenSPP",
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"author": "OpenSPP.org",
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"website": "https://github.com/OpenSPP/OpenSPP2",
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"license": "LGPL-3",
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"development_status": "Production/Stable",
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"maintainers": ["jeremi", "gonzalesedwin1123", "emjay0921"],
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"depends": [
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"base",
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"mail",
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"portal",
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"spp_security",
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],
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"data": [
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# Security
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"security/privileges.xml",
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"security/groups.xml",
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"security/case_security.xml",
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"security/ir.model.access.csv",
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"security/rules.xml",
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# Data
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"data/ir_cron.xml",
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# Views - load actions first, then main case view that references them
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"views/case_stage_views.xml",
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"views/case_type_views.xml",
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"views/case_assessment_views.xml",
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"views/case_intervention_views.xml",
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"views/case_activity_views.xml",
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"views/case_config_views.xml",
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"views/case_views.xml",
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# Menus
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"views/case_menus.xml",
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],
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"demo": [],
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"installable": True,
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"application": True,
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"auto_install": False,
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}

‎spp_case_base/data/ir_cron.xml‎

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<?xml version="1.0" encoding="utf-8" ?>
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<odoo noupdate="1">
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<record id="cron_check_case_reviews" model="ir.cron">
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<field name="name">Case Management: Check Review Schedules</field>
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<field name="model_id" ref="model_spp_case" />
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<field name="state">code</field>
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<field name="code">model._cron_check_reviews()</field>
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<field name="interval_number">1</field>
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<field name="interval_type">days</field>
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<field name="active" eval="True" />
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</record>
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</odoo>

‎spp_case_base/models/__init__.py‎

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from . import case_config
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from . import case_stage
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from . import case_type
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from . import case
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from . import case_assessment
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from . import case_intervention_plan
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from . import case_intervention
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from . import case_visit
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from . import case_note
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from . import case_referral

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