feat(grm,case): add case management modules and sync GRM with stable

.pre-commit-config.yaml

@@ -304,4 +304,4 @@ repos:
         # Only scan OpenSPP spp_* modules (not scripts, endpoint handlers, etc.)
         files: ^spp_
         # Exclude test files, migrations, and demo-only modules
-        exclude: ^(tests/|scripts/tests/|.*/tests/.*|.*/migrations/.*|spp_4ps_demo/)
+        exclude: ^(tests/|scripts/tests/|.*/tests/.*|.*/migrations/.*|spp_4ps_demo/|spp_case_demo/|spp_grm_demo/)

codecov.yml

@@ -0,0 +1,31 @@
+# Codecov configuration for OpenSPP
+# https://docs.codecov.io/docs/codecov-yaml
+
+coverage:
+  status:
+    project:
+      default:
+        # Only check coverage on files changed in this PR, not the entire project.
+        # CI only tests changed modules, so project-wide coverage would always drop
+        # on PRs that don't re-test every module.
+        only_pulls: true
+    patch:
+      default:
+        target: 70%
+
+# Each module uploads with its own flag (flags: ${{ matrix.module }} in CI).
+# Carry forward coverage from previous commits so modules not tested in this
+# PR still contribute to overall project coverage.
+flag_management:
+  default_rules:
+    carryforward: true
+
+comment:
+  layout: "reach,diff,flags,files"
+  behavior: default
+  require_changes: false
+
+ignore:
+  - "**/tests/**"
+  - "**/migrations/**"
+  - "scripts/**"

spp_case_base/README.rst

@@ -0,0 +1,188 @@
+============================
+OpenSPP Case Management Base
+============================
+
+..
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! This file is generated by oca-gen-addon-readme !!
+   !! changes will be overwritten.                   !!
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+   !! source digest: sha256:e58edc2517398a8339ded8ff8bf1eb6b07df10f996637a160c55d36dbf41b8a6
+   !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
+
+.. |badge1| image:: https://img.shields.io/badge/maturity-Production%2FStable-green.png
+    :target: https://odoo-community.org/page/development-status
+    :alt: Production/Stable
+.. |badge2| image:: https://img.shields.io/badge/license-LGPL--3-blue.png
+    :target: http://www.gnu.org/licenses/lgpl-3.0-standalone.html
+    :alt: License: LGPL-3
+.. |badge3| image:: https://img.shields.io/badge/github-OpenSPP%2FOpenSPP2-lightgray.png?logo=github
+    :target: https://github.com/OpenSPP/OpenSPP2/tree/19.0/spp_case_base
+    :alt: OpenSPP/OpenSPP2
+
+|badge1| |badge2| |badge3|
+
+Case management system for social protection programs. Tracks cases from
+intake through assessment, intervention planning, and closure with
+workflow stages, risk assessments, and team assignment. Automated review
+scheduling via cron job ensures timely case monitoring.
+
+Key Capabilities
+~~~~~~~~~~~~~~~~
+
+- Track cases for individuals, households, or groups with configurable
+  types and workflow stages
+- Conduct assessments with risk scoring (0-100) and automatic risk level
+  classification (low/medium/high/critical)
+- Create versioned intervention plans with approval workflows and
+  progress tracking
+- Document case activities: visits, notes, referrals to external
+  services
+- Assign cases to workers and teams with supervisor oversight
+- Schedule automated review reminders for cases approaching or past
+  review dates
+
+Key Models
+~~~~~~~~~~
+
++--------------------------------+-------------------------------------+
+| Model                          | Description                         |
++================================+=====================================+
+| ``spp.case``                   | Core case record with client and    |
+|                                | assignment                          |
++--------------------------------+-------------------------------------+
+| ``spp.case.type``              | Case type with default intensity    |
+|                                | and caseload                        |
++--------------------------------+-------------------------------------+
+| ``spp.case.stage``             | Workflow stage with phase and       |
+|                                | requirements                        |
++--------------------------------+-------------------------------------+
+| ``spp.case.assessment``        | Assessment with risk score and      |
+|                                | findings                            |
++--------------------------------+-------------------------------------+
+| ``spp.case.intervention.plan`` | Versioned plan with approval        |
+|                                | workflow                            |
++--------------------------------+-------------------------------------+
+| ``spp.case.intervention``      | Individual intervention with status |
+|                                | tracking                            |
++--------------------------------+-------------------------------------+
+| ``spp.case.visit``             | Client visit with type and notes    |
++--------------------------------+-------------------------------------+
+| ``spp.case.note``              | Case note with confidentiality flag |
++--------------------------------+-------------------------------------+
+| ``spp.case.referral``          | External service referral with      |
+|                                | status                              |
++--------------------------------+-------------------------------------+
+| ``spp.case.team``              | Team with supervisor and members    |
++--------------------------------+-------------------------------------+
+| ``spp.case.risk.factor``       | Risk factor with severity weight    |
++--------------------------------+-------------------------------------+
+| ``spp.case.vulnerability``     | Vulnerability for assessment        |
++--------------------------------+-------------------------------------+
+| ``spp.case.closure.reason``    | Closure reason with outcome type    |
++--------------------------------+-------------------------------------+
+
+Configuration
+~~~~~~~~~~~~~
+
+After installing:
+
+1. Navigate to **Case Management > Configuration > Case Setup > Case
+   Types** and create case types
+2. Navigate to **Case Management > Configuration > Case Setup > Case
+   Stages** and define workflow stages
+3. Navigate to **Case Management > Configuration > Case Setup > Case
+   Teams** and create teams
+4. Navigate to **Case Management > Configuration > Assessment > Risk
+   Factors** and define risk factors
+5. Navigate to **Case Management > Configuration > Assessment >
+   Vulnerabilities** and define vulnerabilities
+6. Navigate to **Case Management > Configuration > Closure > Closure
+   Reasons** and set up closure reasons
+7. Verify the cron job **Case Management: Check Review Schedules** is
+   active under **Settings > Technical > Scheduled Actions**
+
+UI Location
+~~~~~~~~~~~
+
+- **Cases**: Case Management > Cases > All Cases / My Cases / Unassigned
+  Cases
+- **Activities**: Case Management > Activities > Visits / Notes /
+  Referrals / Assessments
+- **Planning**: Case Management > Planning > Intervention Plans /
+  Interventions
+- **Configuration**: Case Management > Configuration (Manager role
+  required)
+- **Form tabs**: Details, Participants, Programs, History
+
+Security
+~~~~~~~~
+
+========================= ==============================================
+Group                     Access
+========================= ==============================================
+``group_case_viewer``     Read-only access to all case records
+``group_case_worker``     Full CRUD on cases and activities
+``group_case_supervisor`` Full CRUD on cases and activities, read config
+``group_case_manager``    Full CRUD including configuration
+========================= ==============================================
+
+Extension Points
+~~~~~~~~~~~~~~~~
+
+- Override ``_check_stage_requirements()`` on ``spp.case`` for custom
+  stage validation
+- Override ``_compute_risk_level()`` on ``spp.case.assessment`` to
+  customize risk calculation thresholds
+- Extend ``spp.case.intervention.plan`` with domain-specific fields
+- Hook ``_cron_check_reviews()`` to add custom review logic or
+  notification templates
+
+Dependencies
+~~~~~~~~~~~~
+
+``base``, ``mail``, ``portal``, ``spp_security``
+
+**Table of contents**
+
+.. contents::
+   :local:
+
+Bug Tracker
+===========
+
+Bugs are tracked on `GitHub Issues <https://github.com/OpenSPP/OpenSPP2/issues>`_.
+In case of trouble, please check there if your issue has already been reported.
+If you spotted it first, help us to smash it by providing a detailed and welcomed
+`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**>`_.
+
+Do not contact contributors directly about support or help with technical issues.
+
+Credits
+=======
+
+Authors
+-------
+
+* OpenSPP.org
+
+Maintainers
+-----------
+
+.. |maintainer-jeremi| image:: https://github.com/jeremi.png?size=40px
+    :target: https://github.com/jeremi
+    :alt: jeremi
+.. |maintainer-gonzalesedwin1123| image:: https://github.com/gonzalesedwin1123.png?size=40px
+    :target: https://github.com/gonzalesedwin1123
+    :alt: gonzalesedwin1123
+.. |maintainer-emjay0921| image:: https://github.com/emjay0921.png?size=40px
+    :target: https://github.com/emjay0921
+    :alt: emjay0921
+
+Current maintainers:
+
+|maintainer-jeremi| |maintainer-gonzalesedwin1123| |maintainer-emjay0921| 
+
+This module is part of the `OpenSPP/OpenSPP2 <https://github.com/OpenSPP/OpenSPP2/tree/19.0/spp_case_base>`_ project on GitHub.
+
+You are welcome to contribute.

spp_case_base/__init__.py

@@ -0,0 +1 @@
+from . import models

spp_case_base/__manifest__.py

@@ -0,0 +1,42 @@
+# pylint: disable=pointless-statement
+{
+    "name": "OpenSPP Case Management Base",
+    "version": "19.0.1.0.0",
+    "category": "OpenSPP/Monitoring",
+    "summary": "Core case management functionality for OpenSPP",
+    "author": "OpenSPP.org",
+    "website": "https://github.com/OpenSPP/OpenSPP2",
+    "license": "LGPL-3",
+    "development_status": "Production/Stable",
+    "maintainers": ["jeremi", "gonzalesedwin1123", "emjay0921"],
+    "depends": [
+        "base",
+        "mail",
+        "portal",
+        "spp_security",
+    ],
+    "data": [
+        # Security
+        "security/privileges.xml",
+        "security/groups.xml",
+        "security/case_security.xml",
+        "security/ir.model.access.csv",
+        "security/rules.xml",
+        # Data
+        "data/ir_cron.xml",
+        # Views - load actions first, then main case view that references them
+        "views/case_stage_views.xml",
+        "views/case_type_views.xml",
+        "views/case_assessment_views.xml",
+        "views/case_intervention_views.xml",
+        "views/case_activity_views.xml",
+        "views/case_config_views.xml",
+        "views/case_views.xml",
+        # Menus
+        "views/case_menus.xml",
+    ],
+    "demo": [],
+    "installable": True,
+    "application": True,
+    "auto_install": False,
+}

spp_case_base/data/ir_cron.xml

@@ -0,0 +1,12 @@
+<?xml version="1.0" encoding="utf-8" ?>
+<odoo noupdate="1">
+    <record id="cron_check_case_reviews" model="ir.cron">
+        <field name="name">Case Management: Check Review Schedules</field>
+        <field name="model_id" ref="model_spp_case" />
+        <field name="state">code</field>
+        <field name="code">model._cron_check_reviews()</field>
+        <field name="interval_number">1</field>
+        <field name="interval_type">days</field>
+        <field name="active" eval="True" />
+    </record>
+</odoo>

spp_case_base/models/__init__.py

@@ -0,0 +1,10 @@
+from . import case_config
+from . import case_stage
+from . import case_type
+from . import case
+from . import case_assessment
+from . import case_intervention_plan
+from . import case_intervention
+from . import case_visit
+from . import case_note
+from . import case_referral