Add settings page for tag-to-company mappings and auto-create Paperclip projects

When a case is created, a Paperclip project is now automatically created in
the correct company based on the appeal_subtype tag. Tag-to-company mappings
are managed via a new Settings page that pulls companies from Paperclip DB.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>

mcp-server/src/legal_mcp/services/db.py

@@ -376,6 +376,16 @@ CREATE TABLE IF NOT EXISTS chair_feedback (
     created_at TIMESTAMPTZ DEFAULT now()
 );
 
+CREATE TABLE IF NOT EXISTS tag_company_mappings (
+    id UUID PRIMARY KEY DEFAULT uuid_generate_v4(),
+    tag TEXT NOT NULL,                            -- appeal_subtype value (e.g. building_permit)
+    tag_label TEXT NOT NULL DEFAULT '',            -- Hebrew display label
+    company_id TEXT NOT NULL,                     -- Paperclip company UUID
+    company_name TEXT NOT NULL DEFAULT '',         -- cached company name for display
+    created_at TIMESTAMPTZ DEFAULT now(),
+    UNIQUE(tag, company_id)
+);
+
 -- ═══════════════════════════════════════════════════════════════════
 -- Indexes
 -- ═══════════════════════════════════════════════════════════════════

web/app.py

@@ -2090,6 +2090,71 @@ async def api_paperclip_create_project(req: PaperclipProjectRequest):
     return project
 
 
+# ── Settings: Tag → Company Mappings ──────────────────────────────
+
+@app.get("/api/settings/paperclip-companies")
+async def api_paperclip_companies():
+    """List all companies from Paperclip's DB."""
+    pc_url = os.environ.get(
+        "PAPERCLIP_DB_URL", "postgresql://paperclip:paperclip@127.0.0.1:54329/paperclip"
+    )
+    try:
+        conn = await asyncpg.connect(pc_url)
+        try:
+            rows = await conn.fetch(
+                "SELECT id, name, identifier FROM companies ORDER BY name"
+            )
+            return [{"id": str(r["id"]), "name": r["name"], "identifier": r.get("identifier", "")} for r in rows]
+        finally:
+            await conn.close()
+    except Exception as e:
+        raise HTTPException(502, f"Cannot reach Paperclip DB: {e}")
+
+
+@app.get("/api/settings/tag-mappings")
+async def api_get_tag_mappings():
+    """Get all tag → company mappings."""
+    pool = await db.get_pool()
+    rows = await pool.fetch(
+        "SELECT id, tag, tag_label, company_id, company_name, created_at FROM tag_company_mappings ORDER BY tag"
+    )
+    return [dict(r) for r in rows]
+
+
+class TagMappingRequest(BaseModel):
+    tag: str
+    tag_label: str = ""
+    company_id: str
+    company_name: str = ""
+
+
+@app.post("/api/settings/tag-mappings")
+async def api_add_tag_mapping(req: TagMappingRequest):
+    """Add a tag → company mapping."""
+    pool = await db.get_pool()
+    try:
+        row = await pool.fetchrow(
+            """INSERT INTO tag_company_mappings (tag, tag_label, company_id, company_name)
+               VALUES ($1, $2, $3, $4)
+               ON CONFLICT (tag, company_id) DO UPDATE SET tag_label = $2, company_name = $4
+               RETURNING id, tag, tag_label, company_id, company_name""",
+            req.tag, req.tag_label, req.company_id, req.company_name,
+        )
+        return dict(row)
+    except Exception as e:
+        raise HTTPException(400, str(e))
+
+
+@app.delete("/api/settings/tag-mappings/{mapping_id}")
+async def api_delete_tag_mapping(mapping_id: str):
+    """Delete a tag → company mapping."""
+    pool = await db.get_pool()
+    result = await pool.execute("DELETE FROM tag_company_mappings WHERE id = $1::uuid", mapping_id)
+    if result == "DELETE 0":
+        raise HTTPException(404, "Mapping not found")
+    return {"ok": True}
+
+
 # ── Skill Management API ───────────────────────────────────────────
 
 

web/paperclip_client.py

@@ -27,19 +27,41 @@ COMPANIES = {
     "betterment": "8639e837-4c9d-47fa-a76b-95788d651896",  # CMPA — היטלי השבחה
 }
 
-APPEAL_TYPE_TO_COMPANY = {
-    "רישוי": "licensing",
-    "licensing": "licensing",
-    "היטל השבחה": "betterment",
-    "betterment_levy": "betterment",
-    "פיצויים": "betterment",
-    "compensation": "betterment",
+# Fallback mapping — used only when DB lookup returns no results
+_FALLBACK_APPEAL_TYPE_TO_COMPANY = {
+    "רישוי": COMPANIES["licensing"],
+    "היטל השבחה": COMPANIES["betterment"],
+    "פיצויים": COMPANIES["betterment"],
+    "building_permit": COMPANIES["licensing"],
+    "betterment_levy": COMPANIES["betterment"],
+    "compensation_197": COMPANIES["betterment"],
+    "compensation": COMPANIES["betterment"],
+    "licensing": COMPANIES["licensing"],
 }
 
+# Legal-AI DB URL for reading tag_company_mappings
+_LEGAL_DB_URL = os.environ.get(
+    "DATABASE_URL", "postgresql://legal:legal@127.0.0.1:5432/legal_ai"
+)
 
-def _get_company_id(appeal_type: str) -> str:
-    key = APPEAL_TYPE_TO_COMPANY.get(appeal_type, "licensing")
-    return COMPANIES[key]
+
+async def _get_company_id(appeal_type: str) -> str:
+    """Resolve appeal_type tag to a Paperclip company ID via DB mappings, with fallback."""
+    try:
+        conn = await asyncpg.connect(_LEGAL_DB_URL)
+        try:
+            row = await conn.fetchrow(
+                "SELECT company_id FROM tag_company_mappings WHERE tag = $1 LIMIT 1",
+                appeal_type,
+            )
+            if row:
+                return row["company_id"]
+        finally:
+            await conn.close()
+    except Exception:
+        logger.debug("DB lookup for tag mapping failed, using fallback for '%s'", appeal_type)
+
+    return _FALLBACK_APPEAL_TYPE_TO_COMPANY.get(appeal_type, COMPANIES["licensing"])
 
 
 async def create_project(
@@ -50,11 +72,16 @@ async def create_project(
     color: str = "#6366f1",
 ) -> dict:
     """Create a project in the Paperclip embedded DB, or return existing one."""
-    company_id = _get_company_id(appeal_type)
-    prefix = "CMP" if _get_company_id(appeal_type) == COMPANIES["licensing"] else "CMPA"
+    company_id = await _get_company_id(appeal_type)
 
     conn = await asyncpg.connect(PAPERCLIP_DB_URL)
     try:
+        # Resolve prefix from company identifier in Paperclip DB
+        comp_row = await conn.fetchrow(
+            "SELECT identifier FROM companies WHERE id = $1::uuid", company_id,
+        )
+        prefix = comp_row["identifier"] if comp_row and comp_row["identifier"] else "CMP"
+
         # Check for existing project with this case number
         existing = await conn.fetchrow(
             "SELECT id, name FROM projects WHERE name LIKE $1 AND company_id = $2::uuid",
@@ -216,7 +243,10 @@ async def get_project_url(case_number: str) -> str | None:
             f"%{case_number}%",
         )
         if row:
-            prefix = "CMP" if row["company_id"] == uuid.UUID(COMPANIES["licensing"]) else "CMPA"
+            comp_row = await conn.fetchrow(
+                "SELECT identifier FROM companies WHERE id = $1::uuid", str(row["company_id"]),
+            )
+            prefix = comp_row["identifier"] if comp_row and comp_row["identifier"] else "CMP"
             return f"https://pc.nautilus.marcusgroup.org/{prefix}/projects/{row['id']}/issues"
         return None
     finally:

web/static/index.html

@@ -1881,6 +1881,7 @@ kbd {
     <a href="#/compose" id="navCompose">כתיבה</a>
     <a href="#/skills" id="navSkills">Skills</a>
     <a href="#/diagnostics" id="navDiagnostics">מצב מערכת</a>
+    <a href="#/settings" id="navSettings">הגדרות</a>
     <button class="theme-toggle" id="themeToggle" onclick="toggleTheme()" title="החלף ערכת צבעים (Shift+D)">
       <span id="themeIcon">🌙</span>
     </button>
@@ -2405,6 +2406,45 @@ kbd {
       <div class="empty">טוען...</div>
     </div>
   </div>
+
+  <!-- ══ Page: Settings ══ -->
+  <div class="page" id="page-settings">
+    <div class="page-header">
+      <h2>הגדרות</h2>
+    </div>
+
+    <!-- Tag → Company Mappings -->
+    <div class="card">
+      <div class="card-header">שיוך תגי תיקים לחברות Paperclip</div>
+      <div class="card-body">
+        <p style="color:#888;font-size:0.85em;margin-bottom:16px">כל תג ערר (סוג תיק) משויך לחברה ב-Paperclip. כשנפתח תיק חדש, הפרויקט נוצר אוטומטית בחברה המתאימה לפי התג.</p>
+
+        <!-- Add new mapping -->
+        <div style="display:flex;gap:12px;align-items:flex-end;flex-wrap:wrap;margin-bottom:24px;padding:16px;background:var(--bg-secondary,#f8f9fa);border-radius:8px">
+          <div style="flex:1;min-width:160px">
+            <label style="display:block;font-size:0.8em;color:#888;margin-bottom:4px">תג ערר</label>
+            <input type="text" id="settingsNewTag" placeholder="לדוגמה: building_permit" style="width:100%;padding:8px;border:1px solid var(--border,#ddd);border-radius:6px;background:var(--bg-primary,#fff);color:var(--text-primary)">
+          </div>
+          <div style="flex:1;min-width:160px">
+            <label style="display:block;font-size:0.8em;color:#888;margin-bottom:4px">תיאור בעברית</label>
+            <input type="text" id="settingsNewTagLabel" placeholder="לדוגמה: רישוי ובנייה" style="width:100%;padding:8px;border:1px solid var(--border,#ddd);border-radius:6px;background:var(--bg-primary,#fff);color:var(--text-primary)">
+          </div>
+          <div style="flex:1.5;min-width:200px">
+            <label style="display:block;font-size:0.8em;color:#888;margin-bottom:4px">חברה ב-Paperclip</label>
+            <select id="settingsCompanySelect" style="width:100%;padding:8px;border:1px solid var(--border,#ddd);border-radius:6px;background:var(--bg-primary,#fff);color:var(--text-primary)">
+              <option value="">טוען חברות...</option>
+            </select>
+          </div>
+          <button class="btn btn-primary" onclick="addTagMapping()" style="white-space:nowrap">הוסף שיוך</button>
+        </div>
+
+        <!-- Existing mappings table -->
+        <div id="tagMappingsTable">
+          <div class="empty">טוען...</div>
+        </div>
+      </div>
+    </div>
+  </div>
 </div>
 
 <!-- Modal for pattern examples -->
@@ -2514,6 +2554,11 @@ function handleRoute() {
     document.getElementById('navCompose').classList.add('active');
     subtitle = 'כתיבת החלטה';
     initComposePage();
+  } else if (hash === '#/settings') {
+    document.getElementById('page-settings').classList.add('active');
+    document.getElementById('navSettings').classList.add('active');
+    subtitle = 'הגדרות';
+    loadSettingsPage();
   }
 
   document.getElementById('pageSubtitle').textContent = subtitle;
@@ -4974,6 +5019,163 @@ async function loadCorpusList() {
     container.innerHTML = `<div class="empty">שגיאה בטעינה: ${esc(e.message)}</div>`;
   }
 }
+// ── Settings Page ─────────────────────────────────────────────────
+let _settingsCompanies = [];
+
+async function loadSettingsPage() {
+  await Promise.all([loadPaperclipCompanies(), loadTagMappings()]);
+}
+
+async function loadPaperclipCompanies() {
+  const sel = document.getElementById('settingsCompanySelect');
+  try {
+    const res = await fetch(`${API}/settings/paperclip-companies`);
+    if (!res.ok) throw new Error(await res.text());
+    _settingsCompanies = await res.json();
+    // Build options safely via DOM
+    sel.textContent = '';
+    const defaultOpt = document.createElement('option');
+    defaultOpt.value = '';
+    defaultOpt.textContent = '— בחר חברה —';
+    sel.appendChild(defaultOpt);
+    for (const c of _settingsCompanies) {
+      const opt = document.createElement('option');
+      opt.value = c.id;
+      opt.dataset.name = c.name;
+      opt.textContent = c.name + (c.identifier ? ` (${c.identifier})` : '');
+      sel.appendChild(opt);
+    }
+  } catch (e) {
+    sel.textContent = '';
+    const opt = document.createElement('option');
+    opt.value = '';
+    opt.textContent = 'שגיאה: ' + e.message;
+    sel.appendChild(opt);
+  }
+}
+
+async function loadTagMappings() {
+  const container = document.getElementById('tagMappingsTable');
+  try {
+    const res = await fetch(`${API}/settings/tag-mappings`);
+    if (!res.ok) throw new Error(await res.text());
+    const mappings = await res.json();
+    if (!mappings.length) {
+      container.textContent = '';
+      const empty = document.createElement('div');
+      empty.className = 'empty';
+      empty.textContent = 'אין שיוכים מוגדרים עדיין';
+      container.appendChild(empty);
+      return;
+    }
+
+    // Group by company
+    const byCompany = {};
+    for (const m of mappings) {
+      const key = m.company_id;
+      if (!byCompany[key]) byCompany[key] = { company_name: m.company_name || m.company_id, tags: [] };
+      byCompany[key].tags.push(m);
+    }
+
+    const table = document.createElement('table');
+    table.style.cssText = 'width:100%;border-collapse:collapse;font-size:0.9em';
+
+    const thead = table.createTHead();
+    const headerRow = thead.insertRow();
+    headerRow.style.borderBottom = '2px solid var(--border,#ddd)';
+    for (const label of ['Company', 'Tag', 'Label', '']) {
+      const th = document.createElement('th');
+      th.style.cssText = 'text-align:right;padding:8px';
+      if (label === '') th.style.width = '60px';
+      th.textContent = label;
+      headerRow.appendChild(th);
+    }
+
+    const tbody = table.createTBody();
+    for (const [companyId, group] of Object.entries(byCompany)) {
+      for (let i = 0; i < group.tags.length; i++) {
+        const m = group.tags[i];
+        const tr = tbody.insertRow();
+        tr.style.borderBottom = '1px solid var(--border,#eee)';
+
+        if (i === 0) {
+          const tdCompany = tr.insertCell();
+          tdCompany.style.cssText = 'padding:8px;font-weight:600;vertical-align:top';
+          tdCompany.rowSpan = group.tags.length;
+          tdCompany.textContent = group.company_name;
+        }
+
+        const tdTag = tr.insertCell();
+        tdTag.style.padding = '8px';
+        const code = document.createElement('code');
+        code.style.cssText = 'background:var(--bg-secondary,#f0f0f0);padding:2px 6px;border-radius:4px';
+        code.textContent = m.tag;
+        tdTag.appendChild(code);
+
+        const tdLabel = tr.insertCell();
+        tdLabel.style.padding = '8px';
+        tdLabel.textContent = m.tag_label || '—';
+
+        const tdAction = tr.insertCell();
+        tdAction.style.padding = '8px';
+        const btn = document.createElement('button');
+        btn.className = 'btn-icon btn-icon-danger';
+        btn.title = 'הסר שיוך';
+        btn.textContent = '✕';
+        btn.addEventListener('click', () => deleteTagMapping(m.id));
+        tdAction.appendChild(btn);
+      }
+    }
+
+    container.textContent = '';
+    container.appendChild(table);
+  } catch (e) {
+    container.textContent = '';
+    const empty = document.createElement('div');
+    empty.className = 'empty';
+    empty.textContent = 'שגיאה: ' + e.message;
+    container.appendChild(empty);
+  }
+}
+
+async function addTagMapping() {
+  const tag = document.getElementById('settingsNewTag').value.trim();
+  const tagLabel = document.getElementById('settingsNewTagLabel').value.trim();
+  const sel = document.getElementById('settingsCompanySelect');
+  const companyId = sel.value;
+  const companyName = sel.selectedOptions[0]?.dataset?.name || '';
+
+  if (!tag) { showToast('יש להזין תג', 'error'); return; }
+  if (!companyId) { showToast('יש לבחור חברה', 'error'); return; }
+
+  try {
+    const res = await fetch(`${API}/settings/tag-mappings`, {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify({ tag, tag_label: tagLabel, company_id: companyId, company_name: companyName }),
+    });
+    if (!res.ok) throw new Error(await res.text());
+    showToast('שיוך נוסף בהצלחה');
+    document.getElementById('settingsNewTag').value = '';
+    document.getElementById('settingsNewTagLabel').value = '';
+    sel.value = '';
+    await loadTagMappings();
+  } catch (e) {
+    showToast('שגיאה: ' + e.message, 'error');
+  }
+}
+
+async function deleteTagMapping(id) {
+  if (!confirm('להסיר שיוך זה?')) return;
+  try {
+    const res = await fetch(`${API}/settings/tag-mappings/${id}`, { method: 'DELETE' });
+    if (!res.ok) throw new Error(await res.text());
+    showToast('שיוך הוסר');
+    await loadTagMappings();
+  } catch (e) {
+    showToast('שגיאה: ' + e.message, 'error');
+  }
+}
 </script>
 </body>
 </html>