CEL Rules

Module: spp_case_cel

Overview

CEL-based triage and assignment rules for case management

Purpose

This module is designed to:

• Automatically triage new cases: Evaluate CEL expressions against case properties on creation to set intensity level, priority, case type, risk factors, and vulnerabilities.

• Automatically assign cases: Match cases to teams and workers based on CEL conditions, with optional workload balancing across team members.

Module Dependencies

Dependency	Purpose
spp_security	Central security definitions for OpenSPP modules
spp_case_base	Core case management functionality for OpenSPP
spp_cel_domain	Write simple CEL-like expressions to filter records (Open...

Key Features

Triage Rules

Triage rules (spp.case.triage.rule) automatically categorize and prioritize new cases. Rules are evaluated in sequence order, and the first matching rule is applied.

Field	Description
Condition (CEL)	CEL expression evaluated against case context
Set Intensity Level	Override intensity to Level 1, 2, or 3
Set Priority	Override priority to low, medium, high, or urgent
Set Case Type	Override the case type
Add Risk Factors	Risk factors to attach to matching cases
Add Vulnerabilities	Vulnerabilities to attach to matching cases

Available context variables in CEL expressions: case, client, case_type, intake_source, client_type, presenting_issue, risk_factors, vulnerabilities.

Assignment Rules

Assignment rules (spp.case.assignment.rule) determine which case worker or team should handle a case. Rules are evaluated in sequence order after triage, only when no case worker is already assigned.

Field	Description
Condition (CEL)	CEL expression evaluated against case context
Assign to Team	Team to assign the case to
Assign to Worker	Specific case worker to assign
Assign Supervisor	Supervisor to assign
Consider Workload	If enabled, assigns to the team member with the lowest active caseload
Max Cases per Worker	Skip workers at or above this active case count (default 25)

Available context variables: case, case_type, intensity, priority, client, client_type, intake_source.

Workload Balancing

When workload consideration is enabled on an assignment rule, the module counts each team member's active cases and assigns the case to the member with the lowest caseload, skipping anyone who has reached the maximum case limit.

Match Statistics

Both triage and assignment rules track how many cases they have matched, providing visibility into rule effectiveness.

Integration

• spp_case_base: Extends the spp.case model's create() method to apply triage rules first, then assignment rules. This runs automatically on every new case.

• spp_cel_domain: CEL expressions are parsed and evaluated using the cel_parser module. Expressions support comparison operators, boolean logic, and access to Odoo record fields through the context variables.