From 6cf918ad79e6086d596d4f22f79307508f6edbc0 Mon Sep 17 00:00:00 2001
From: Chaim <chaim@marcus-law.co.il>
Date: Sun, 12 Apr 2026 23:47:11 +0000
Subject: [PATCH] Add DB schema V4: methodology alignment columns
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New columns for methodology-aware decision pipeline:

claims table:
- claim_handling (address/bundle/skip) — per-claim handling mode
- bundle_group — group name for bundled claims
- handling_reason — explanation for skip/bundle

cases table:
- standard_of_review — review standard (independent discretion / etc.)
- subject_categories — JSONB array of topics in the appeal

case_law table:
- precedent_level — hierarchy (supreme/administrative/national/district)
- is_binding — binding holding vs. obiter dictum
- creac_role — how it serves reasoning (rule/explanation/analogy)

decisions table:
- issue_order — JSONB array of ordered issues with type
- claim_handling — JSONB overrides from chair_directions

Migration tested and applied successfully on production DB.

Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
---
 mcp-server/src/legal_mcp/services/db.py | 48 ++++++++++++++++++++++++-
 1 file changed, 47 insertions(+), 1 deletion(-)

diff --git a/mcp-server/src/legal_mcp/services/db.py b/mcp-server/src/legal_mcp/services/db.py
index cb3df66..3f65e64 100644
--- a/mcp-server/src/legal_mcp/services/db.py
+++ b/mcp-server/src/legal_mcp/services/db.py
@@ -397,6 +397,51 @@ CREATE INDEX IF NOT EXISTS idx_case_law_embeddings_vec
 """
 
 
+# ── Phase 4: Methodology alignment ──────────────────────────────
+
+SCHEMA_V4_SQL = """
+
+-- ═══════════════════════════════════════════════════════════════════
+-- V4: Methodology alignment (decision-methodology.md)
+-- ═══════════════════════════════════════════════════════════════════
+
+-- claims: טיפול בטענות (bundle/skip) + סוג טענה
+ALTER TABLE claims ADD COLUMN IF NOT EXISTS claim_type TEXT DEFAULT 'claim';
+    -- claim / response / reply
+ALTER TABLE claims ADD COLUMN IF NOT EXISTS claim_handling TEXT DEFAULT 'address';
+    -- address (דיון מלא) / bundle (קיבוץ) / skip (דילוג)
+ALTER TABLE claims ADD COLUMN IF NOT EXISTS bundle_group TEXT DEFAULT '';
+    -- שם הקבוצה לקיבוץ (למשל "פגמים פרוצדורליים")
+ALTER TABLE claims ADD COLUMN IF NOT EXISTS handling_reason TEXT DEFAULT '';
+    -- נימוק לדילוג/קיבוץ (למשל "נבחנה ולא מצאנו ממש")
+
+-- cases: תקן ביקורת + קטגוריות נושא
+ALTER TABLE cases ADD COLUMN IF NOT EXISTS standard_of_review TEXT DEFAULT '';
+    -- "שיקול דעת תכנוני עצמאי" / "בחינת שומה מכרעת" / ...
+ALTER TABLE cases ADD COLUMN IF NOT EXISTS subject_categories JSONB DEFAULT '[]';
+    -- ["חניה", "קווי בניין", "גובה", "שימוש חורג", ...]
+
+-- case_law: רמת תקדים + מעמד
+ALTER TABLE case_law ADD COLUMN IF NOT EXISTS precedent_level TEXT DEFAULT '';
+    -- עליון / מנהלי / ועדת ערר ארצית / ועדת ערר מחוזית
+ALTER TABLE case_law ADD COLUMN IF NOT EXISTS is_binding BOOLEAN DEFAULT TRUE;
+    -- הלכה מחייבת (true) / אמרת אגב (false)
+ALTER TABLE case_law ADD COLUMN IF NOT EXISTS creac_role TEXT DEFAULT '';
+    -- rule (הנחה עליונה) / explanation (הרחבה) / analogy (אנלוגיה)
+
+-- decisions: סדר סוגיות + תקן ביקורת
+ALTER TABLE decisions ADD COLUMN IF NOT EXISTS issue_order JSONB DEFAULT '[]';
+    -- סדר הסוגיות שנקבע ע"י המנצח: [{"title": "...", "type": "threshold/dispositive/secondary"}]
+ALTER TABLE decisions ADD COLUMN IF NOT EXISTS claim_handling JSONB DEFAULT '{}';
+    -- {"overrides": [{"claim_id": "...", "handling": "bundle", "group": "..."}]}
+
+-- indexes
+CREATE INDEX IF NOT EXISTS idx_claims_handling ON claims(claim_handling);
+CREATE INDEX IF NOT EXISTS idx_claims_type ON claims(claim_type);
+CREATE INDEX IF NOT EXISTS idx_case_law_level ON case_law(precedent_level);
+"""
+
+
 async def init_schema() -> None:
     pool = await get_pool()
     async with pool.acquire() as conn:
@@ -404,7 +449,8 @@ async def init_schema() -> None:
         await conn.execute(MIGRATIONS_SQL)
         await conn.execute(SCHEMA_V2_SQL)
         await conn.execute(SCHEMA_V3_SQL)
-    logger.info("Database schema initialized (v1 + v2 + v3)")
+        await conn.execute(SCHEMA_V4_SQL)
+    logger.info("Database schema initialized (v1 + v2 + v3 + v4)")
 
 
 # ── Case CRUD ───────────────────────────────────────────────────────