Merge pull request 'feat(case-ui): כרטיס "הפקת מסמכים" עם 3 כפתורי-הפק דטרמיניסטיים (#214)' (#386) from worktree-agent-a72c8793960b71772 into main

web-ui/src/components/cases/drafts-panel.tsx

@@ -25,7 +25,13 @@ import {
   useUploadFinalDecision,
   useRunFinalLearning,
   useRunFinalHalacha,
+  type ExportFile,
 } from "@/lib/api/exports";
+import {
+  usePartyClaimsSummary,
+  useGeneratePartyClaimsSummary,
+  useGenerateInterimDraft,
+} from "@/lib/api/generate";
 import {
   useCaseFeedback,
   useCreateFeedback,
@@ -55,6 +61,10 @@ import {
   Stamp,
   Link2,
   AlertTriangle,
+  Zap,
+  ClipboardList,
+  Files,
+  ExternalLink,
 } from "lucide-react";
 
 /* Statuses at which a draft is considered ready */
@@ -76,6 +86,28 @@ function formatDate(epoch: number): string {
   return formatDateTime(epoch * 1000);
 }
 
+/**
+ * Pick the newest export file whose name starts with `prefix`, preferring the
+ * highest v-number and falling back to the latest created_at. Used by the
+ * "הפקת מסמכים" card to surface the most recent טיוטת-ביניים-* file (#214).
+ */
+function pickLatestVersioned(
+  files: ExportFile[] | undefined,
+  prefix: string,
+): (ExportFile & { version: number | null }) | null {
+  const matches = (files ?? []).filter((f) => f.filename.startsWith(prefix));
+  if (!matches.length) return null;
+  const withVer = matches.map((f) => {
+    const m = f.filename.match(/v(\d+)/);
+    return { ...f, version: m ? parseInt(m[1], 10) : null };
+  });
+  withVer.sort((a, b) => {
+    if (a.version != null && b.version != null) return b.version - a.version;
+    return b.created_at - a.created_at;
+  });
+  return withVer[0];
+}
+
 /* ── Main component ─────────────────────────────────── */
 
 export function DraftsPanel({
@@ -97,6 +129,10 @@ export function DraftsPanel({
   const uploadFinal = useUploadFinalDecision(caseNumber);
   const runLearning = useRunFinalLearning(caseNumber);
   const runHalacha = useRunFinalHalacha(caseNumber);
+  // ── Document generation (#214) — the "הפקת מסמכים" card ──
+  const { data: summary } = usePartyClaimsSummary(caseNumber);
+  const genSummary = useGeneratePartyClaimsSummary(caseNumber);
+  const genInterim = useGenerateInterimDraft(caseNumber);
   const qc = useQueryClient();
 
   const fileRef = useRef<HTMLInputElement>(null);
@@ -129,6 +165,38 @@ export function DraftsPanel({
     return `טיוטה v${maxVer}${suffix} מוכנה לעיון`;
   })();
 
+  // ── "הפקת מסמכים" derived state (#214) ──
+  // Latest interim ("party-claims") partial draft in the exports table — the poll
+  // target for button 2. The CEO writes it as טיוטת-ביניים-{case}-vN.docx.
+  const latestInterim = pickLatestVersioned(exports, "טיוטת-ביניים-");
+  const summaryReady = Boolean(summary?.markdown);
+
+  function handleGenerateSummary() {
+    genSummary.mutate(undefined, {
+      onSuccess: (d) => {
+        if (d.status === "ok") {
+          toast.success("הופעלה הפקת סיכום-המנהלים — רצה ברקע (אופוס)");
+        } else {
+          toast.warning(`לא הופעלה ההפקה: ${d.reason ?? d.error ?? d.status}`);
+        }
+      },
+      onError: () => toast.error("שגיאה בהפעלת הפקת סיכום-המנהלים"),
+    });
+  }
+
+  function handleGenerateInterim() {
+    genInterim.mutate(undefined, {
+      onSuccess: (d) => {
+        if (d.status === "ok") {
+          toast.success("הופעלה הפקת טיוטת טענות-הצדדים — רצה ברקע (אופוס)");
+        } else {
+          toast.warning(`לא הופעלה ההפקה: ${d.reason ?? d.error ?? d.status}`);
+        }
+      },
+      onError: () => toast.error("שגיאה בהפעלת הפקת הטיוטה החלקית"),
+    });
+  }
+
   function handleUpload(file: File) {
     uploadDraft.mutate(file, {
       onSuccess: (data) => {
@@ -233,30 +301,178 @@ export function DraftsPanel({
   }
 
   return (
-    // flex + per-card `order` so the visual order matches mockup 18h
+    // flex + per-card `order` so the visual order matches mockup 26:
-    // (drafts → final+learning → feedback) without reordering the JSX.
+    // generate-card → banner → active-draft → drafts → final+learning → feedback.
     <div className="flex flex-col gap-6">
-      {/* ── Banner ── */}
+      {/* ── Card: document generation (mockup 26) — 3 deterministic "הפק" buttons ── */}
+      <section className="order-0 rounded-lg border border-rule bg-surface overflow-hidden">
+        <div className="flex items-center gap-2.5 px-4 py-3 border-b border-rule-soft bg-parchment">
+          <Zap className="w-[18px] h-[18px] text-gold-deep shrink-0" />
+          <h3 className="text-navy text-base font-semibold">הפקת מסמכים</h3>
+        </div>
+        <div className="p-4">
+          <p className="text-xs text-ink-muted leading-relaxed mb-1">
+            הפקה דטרמיניסטית בלחיצה — בלי בקשת-טקסט. כל כפתור מריץ פעולה מדויקת,
+            והקובץ מופיע בטבלת-הטיוטות / לקריאה מקומית.
+          </p>
+
+          {/* 1 — executive summary of party claims */}
+          <div className="flex items-start gap-3 py-3 border-t border-rule-soft first-of-type:border-t-0">
+            <span className="flex w-9 h-9 shrink-0 items-center justify-center rounded-lg border border-rule bg-gold-wash text-gold-deep">
+              <ClipboardList className="w-[18px] h-[18px]" />
+            </span>
+            <div className="flex-1 min-w-0">
+              <div className="text-sm font-semibold text-navy">הפק סיכום מנהלים</div>
+              <p className="text-xs text-ink-muted mt-0.5 leading-relaxed">
+                תמצית מזוקקת של טענות הצדדים לקראת הדיון — מסמך נפרד מהטיוטה.
+              </p>
+              <div className="flex flex-wrap items-center gap-2.5 mt-2">
+                <Button
+                  size="sm"
+                  onClick={handleGenerateSummary}
+                  disabled={genSummary.isPending}
+                  className="bg-navy hover:bg-navy-soft text-parchment"
+                >
+                  {genSummary.isPending ? (
+                    <>
+                      <Loader2 className="w-3.5 h-3.5 animate-spin me-1.5" />
+                      מייצר…
+                    </>
+                  ) : (
+                    "הפק"
+                  )}
+                </Button>
+                {summaryReady && (
+                  <>
+                    <Button
+                      variant="ghost"
+                      size="sm"
+                      className="h-7 px-2 text-gold-deep"
+                      onClick={() =>
+                        window.open(
+                          `/api/cases/${caseNumber}/research/party-claims-summary/download`,
+                          "_blank",
+                        )
+                      }
+                    >
+                      <ExternalLink className="w-3.5 h-3.5 me-1" />
+                      פתח
+                    </Button>
+                    <Button
+                      variant="ghost"
+                      size="sm"
+                      className="h-7 px-2 text-gold-deep"
+                      onClick={() =>
+                        window.open(
+                          `/api/cases/${caseNumber}/research/party-claims-summary/export-docx`,
+                          "_blank",
+                        )
+                      }
+                    >
+                      <Download className="w-3.5 h-3.5 me-1" />
+                      DOCX
+                    </Button>
+                  </>
+                )}
+              </div>
+            </div>
+          </div>
+
+          {/* 2 — partial draft (parties' claims, blocks ה–ט) */}
+          <div className="flex items-start gap-3 py-3 border-t border-rule-soft">
+            <span className="flex w-9 h-9 shrink-0 items-center justify-center rounded-lg border border-rule bg-gold-wash text-gold-deep">
+              <FileText className="w-[18px] h-[18px]" />
+            </span>
+            <div className="flex-1 min-w-0">
+              <div className="text-sm font-semibold text-navy">
+                הפק טיוטה של טענות הצדדים{" "}
+                <span className="font-medium text-ink-muted text-xs">
+                  (טיוטה חלקית)
+                </span>
+              </div>
+              <p className="text-xs text-ink-muted mt-0.5 leading-relaxed">
+                בלוקים ה–ט (רקע, טענות, הליכים, תכניות) — עד הדיון, בלי דיון
+                והכרעה. נשמרת בטבלת-הטיוטות.
+              </p>
+              <div className="flex flex-wrap items-center gap-2.5 mt-2">
+                <Button
+                  size="sm"
+                  onClick={handleGenerateInterim}
+                  disabled={genInterim.isPending}
+                  className="bg-navy hover:bg-navy-soft text-parchment"
+                >
+                  {genInterim.isPending ? (
+                    <>
+                      <Loader2 className="w-3.5 h-3.5 animate-spin me-1.5" />
+                      מייצר…
+                    </>
+                  ) : (
+                    "הפק"
+                  )}
+                </Button>
+                {latestInterim && (
+                  <span className="text-[0.7rem] text-ink-muted">
+                    {latestInterim.version
+                      ? `v${latestInterim.version} · `
+                      : ""}
+                    {formatDate(latestInterim.created_at)}
+                  </span>
+                )}
+              </div>
+            </div>
+          </div>
+
+          {/* 3 — full decision draft (REUSES useExportDocx; moved from the banner) */}
+          <div className="flex items-start gap-3 py-3 border-t border-rule-soft">
+            <span className="flex w-9 h-9 shrink-0 items-center justify-center rounded-lg border border-rule bg-gold-wash text-gold-deep">
+              <Files className="w-[18px] h-[18px]" />
+            </span>
+            <div className="flex-1 min-w-0">
+              <div className="text-sm font-semibold text-navy">
+                הפק טיוטת החלטה מלאה
+              </div>
+              <p className="text-xs text-ink-muted mt-0.5 leading-relaxed">
+                ההחלטה המלאה — כל 12 הבלוקים, כולל דיון והכרעה. נקבעת
+                כמקור-האמת ונשמרת בטבלת-הטיוטות.
+              </p>
+              <div className="flex flex-wrap items-center gap-2.5 mt-2">
+                <Button
+                  size="sm"
+                  onClick={handleExport}
+                  disabled={exportDocx.isPending || !isDraftReady}
+                  title={!isDraftReady ? "זמין כשיש בלוקים כתובים" : undefined}
+                  className="bg-navy hover:bg-navy-soft text-parchment"
+                >
+                  {exportDocx.isPending ? (
+                    <>
+                      <Loader2 className="w-3.5 h-3.5 animate-spin me-1.5" />
+                      מייצר…
+                    </>
+                  ) : (
+                    <>
+                      <FileOutput className="w-3.5 h-3.5 me-1.5" />
+                      הפק
+                    </>
+                  )}
+                </Button>
+                {!isDraftReady && (
+                  <span className="rounded bg-warn-bg px-2 py-0.5 text-[0.65rem] text-warn">
+                    זמין כשיש בלוקים כתובים
+                  </span>
+                )}
+              </div>
+            </div>
+          </div>
+        </div>
+      </section>
+
+      {/* ── Banner — draft-ready indicator (export button moved to "הפקת מסמכים") ── */}
       {isDraftReady && (
         <div className="order-1 flex items-center gap-3 rounded-lg border border-gold/40 bg-gold-wash px-4 py-3">
           <FileText className="w-5 h-5 text-gold-deep shrink-0" />
           <span className="text-sm font-medium text-gold-deep">
             {draftLabel}
           </span>
-          <div className="me-auto" />
-          <Button
-            size="sm"
-            onClick={handleExport}
-            disabled={exportDocx.isPending}
-            className="bg-navy hover:bg-navy-soft text-parchment"
-          >
-            {exportDocx.isPending ? (
-              <Loader2 className="w-4 h-4 animate-spin me-1.5" />
-            ) : (
-              <FileOutput className="w-4 h-4 me-1.5" />
-            )}
-            הפק DOCX
-          </Button>
         </div>
       )}
 

web-ui/src/lib/api/generate.ts

@@ -0,0 +1,92 @@
+/**
+ * Document-generation domain hooks (TaskMaster #214).
+ *
+ * The "הפקת מסמכים" card in the case "טיוטות והערות" tab fires two deterministic,
+ * host-side generation actions through the CEO (structured-action wakeup):
+ *   • party_claims_summary → an executive summary of the parties' claims
+ *   • interim_draft        → a partial draft (blocks ה–ט, up to the discussion)
+ *
+ * Generation runs on the host (claude_session → claude -p), NOT in the container,
+ * so the trigger endpoints return 202-accepted and the UI POLLS for completion:
+ *   • summary → GET /api/cases/{n}/research/party-claims-summary (200 = ready)
+ *   • interim draft → the exports list grows a "טיוטת-ביניים-{n}-vN.docx" file
+ *     (polled via useExports — see exports.ts).
+ *
+ * The full-decision export ("הפק טיוטת החלטה מלאה") is NOT here — it reuses the
+ * existing in-container useExportDocx (exports.ts), no LLM, no wakeup.
+ */
+
+import { useMutation, useQuery, useQueryClient } from "@tanstack/react-query";
+import { ApiError, apiRequest } from "./client";
+
+/** Shape returned by the structured-action wakeup endpoints (#214). */
+export type GenerateTriggerResult = {
+  status: "ok" | "skipped" | "error";
+  action?: string;
+  issue_id?: string;
+  ceo_id?: string;
+  reason?: string;
+  error?: string;
+};
+
+export const generateKeys = {
+  all: ["generate"] as const,
+  partyClaimsSummary: (caseNumber: string) =>
+    [...generateKeys.all, "party-claims-summary", caseNumber] as const,
+};
+
+/* ── Read: party-claims executive summary (poll target for button 1) ──
+   404 (not generated yet) is a normal "not ready" state, not an error — we
+   coerce it to null so the panel renders the empty/idle state cleanly. */
+export type PartyClaimsSummary = { markdown: string } | null;
+
+export function usePartyClaimsSummary(caseNumber: string | undefined) {
+  return useQuery<PartyClaimsSummary>({
+    queryKey: generateKeys.partyClaimsSummary(caseNumber ?? ""),
+    queryFn: async ({ signal }) => {
+      try {
+        return await apiRequest<{ markdown: string }>(
+          `/api/cases/${caseNumber}/research/party-claims-summary`,
+          { signal },
+        );
+      } catch (e) {
+        if (e instanceof ApiError && e.status === 404) return null;
+        throw e;
+      }
+    },
+    enabled: Boolean(caseNumber),
+    staleTime: 5_000,
+    retry: false,
+  });
+}
+
+/* ── Trigger: party-claims executive summary (button 1) ── */
+export function useGeneratePartyClaimsSummary(caseNumber: string) {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: () =>
+      apiRequest<GenerateTriggerResult>(
+        `/api/cases/${caseNumber}/generate/party-claims-summary`,
+        { method: "POST" },
+      ),
+    onSuccess: () => {
+      // Start polling fresh — the file will appear after the host run completes.
+      qc.invalidateQueries({
+        queryKey: generateKeys.partyClaimsSummary(caseNumber),
+      });
+    },
+  });
+}
+
+/* ── Trigger: interim ("party-claims") partial draft (button 2) ── */
+export function useGenerateInterimDraft(caseNumber: string) {
+  return useMutation({
+    mutationFn: () =>
+      apiRequest<GenerateTriggerResult>(
+        `/api/cases/${caseNumber}/generate/interim-draft`,
+        { method: "POST" },
+      ),
+    // The result lands in the exports list (טיוטת-ביניים-*.docx); useExports
+    // already polls on a 5s interval, so no extra invalidation is needed here.
+  });
+}

web/agent_platform_port.py

@@ -59,6 +59,7 @@ from web.paperclip_client import (
     wake_analyst_for_appraiser_facts as pc_wake_analyst_for_appraiser_facts,
     wake_analyst_for_argument_aggregation as pc_wake_analyst_for_argument_aggregation,
     wake_ceo_agent as pc_wake_ceo,
+    wake_ceo_for_action as pc_wake_ceo_for_action,
     wake_ceo_for_feedback_fold as pc_wake_ceo_for_feedback_fold,
     wake_curator_for_final as pc_wake_curator_for_final,
     wake_for_precedent_extraction as pc_wake_for_precedent_extraction,
@@ -97,6 +98,7 @@ __all__ = [
     "pc_get_agents_for_case",
     "pc_get_agents",
     "pc_wake_ceo",
+    "pc_wake_ceo_for_action",
     "pc_wake_ceo_for_feedback_fold",
     "pc_wake_curator_for_final",
     "pc_wake_for_precedent_extraction",

web/app.py

@@ -79,6 +79,7 @@ from web.agent_platform_port import (
     pc_wake_analyst_for_argument_aggregation,
     rename_case_project,
     pc_wake_ceo,
+    pc_wake_ceo_for_action,
     pc_wake_ceo_for_feedback_fold,
     pc_wake_curator_for_final,
     pc_wake_for_precedent_extraction,
@@ -3090,6 +3091,51 @@ async def api_party_claims_summary(case_number: str):
     return {"markdown": path.read_text(encoding="utf-8")}
 
 
+# ── Deterministic document generation triggers (TaskMaster #214) ─────
+# The "הפקת מסמכים" buttons in the case "טיוטות והערות" tab. Generation for the
+# executive summary + interim draft runs HOST-SIDE (claude_session → claude -p,
+# not in the container), so these endpoints fire a *structured-action* CEO wakeup
+# (the CEO reads payload.action and routes to שלב H2 / שלב H — legal-ceo.md).
+# Wakeup goes through the Paperclip API helper (pc_wake_ceo_for_action → the
+# platform Port → POST /api/agents/{id}/wakeup), NEVER a direct DB insert.
+# Polling for completion uses the existing read endpoints (research/party-claims-
+# summary for the summary; the exports list for the טיוטת-ביניים-*.docx file).
+
+
+async def _wake_ceo_action(case_number: str, action: str) -> dict:
+    """Resolve the case's company + fire a structured-action CEO wakeup (#214)."""
+    case = await db.get_case_by_number(case_number)
+    if not case:
+        raise HTTPException(404, f"תיק {case_number} לא נמצא")
+    prefix = case_number[:1]
+    company_id = (
+        PAPERCLIP_COMPANIES["licensing"] if prefix == "1"
+        else PAPERCLIP_COMPANIES["betterment"] if prefix in ("8", "9")
+        else ""
+    )
+    try:
+        return await pc_wake_ceo_for_action(case_number, action, company_id=company_id)
+    except Exception as e:
+        logger.warning("CEO action %s wakeup failed for %s: %s", action, case_number, e)
+        return {"status": "error", "error": str(e)}
+
+
+@app.post("/api/cases/{case_number}/generate/party-claims-summary", status_code=202)
+async def api_generate_party_claims_summary(case_number: str):
+    """Fire-and-accept: wake the CEO to generate the party-claims executive summary
+    (שלב H2 → summarize_party_claims). Runs host-side; poll
+    GET /api/cases/{n}/research/party-claims-summary for completion."""
+    return await _wake_ceo_action(case_number, "party_claims_summary")
+
+
+@app.post("/api/cases/{case_number}/generate/interim-draft", status_code=202)
+async def api_generate_interim_draft(case_number: str):
+    """Fire-and-accept: wake the CEO to generate the partial "party-claims" draft
+    (שלב H → write_interim_draft + export_interim_draft). Runs host-side; poll the
+    exports list for the new טיוטת-ביניים-{case}-vN.docx."""
+    return await _wake_ceo_action(case_number, "interim_draft")
+
+
 @app.get("/api/cases/{case_number}/research/party-claims-summary/download")
 async def api_party_claims_summary_download(case_number: str):
     """Download the raw party-claims-summary.md file."""

web/paperclip_client.py

@@ -1195,6 +1195,73 @@ async def wake_ceo_agent(issue_id: str, case_number: str, company_id: str = "")
     return result
 
 
+async def wake_ceo_for_action(
+    case_number: str,
+    action: str,
+    company_id: str = "",
+) -> dict:
+    """Wake the CEO with a deterministic *structured action* on the case's MAIN issue.
+
+    Drives the UI "הפקת מסמכים" buttons (TaskMaster #214): the CEO reads
+    ``payload.action`` and routes deterministically to its שלב H / שלב H2
+    side-quests (legal-ceo.md §"פעולות סטרוקטורליות") — no free-text parsing.
+
+      action="party_claims_summary" → שלב H2 (summarize_party_claims)
+      action="interim_draft"        → שלב H  (write_interim_draft + export_interim_draft)
+
+    These are side-quests on the EXISTING ``[ערר {case_number}]`` issue — no child
+    issue is created (the CEO must not change ``cases.status`` or spawn sub-agents).
+    Wakeup goes through the Paperclip API (``POST /api/agents/{id}/wakeup``), never a
+    direct DB insert (CLAUDE.md hard rule). Returns
+    ``{"status": "ok"|"skipped", ...}``.
+    """
+    if not PAPERCLIP_BOARD_API_KEY:
+        logger.warning("PAPERCLIP_BOARD_API_KEY not set — skipping CEO action wakeup")
+        return {"status": "skipped", "reason": "no_api_key"}
+
+    issues = await get_case_issues(case_number)
+    if not issues:
+        logger.warning("No Paperclip issues found for case %s — skipping CEO action", case_number)
+        return {"status": "skipped", "reason": "no_issue"}
+
+    # The main case issue — prefer the in-progress one, else the canonical
+    # "[ערר {case_number}]" issue, else the oldest. (Same selection spirit as
+    # wake_curator_for_final, but we never spawn a child — it's a side-quest.)
+    main_issue = (
+        next((i for i in issues if i.get("status") == "in_progress"), None)
+        or next((i for i in issues if f"[ערר {case_number}]" in (i.get("title") or "")), None)
+        or issues[0]
+    )
+    main_issue_id = main_issue["id"]
+
+    ceo_id = CEO_AGENTS.get(company_id, CEO_AGENT_ID)
+    wake_resp = await pc_request(
+        "POST",
+        f"/api/agents/{ceo_id}/wakeup",
+        json={
+            "source": "on_demand",
+            "triggerDetail": "manual",
+            "reason": f"generate_{action}_{case_number}",
+            "payload": {
+                "issueId": main_issue_id,
+                "action": action,
+                "case_number": case_number,
+            },
+        },
+        raise_on_error=True,
+    )
+    logger.info(
+        "CEO action wakeup for case %s: action=%s issue=%s ceo=%s status=%s",
+        case_number, action, main_issue_id, ceo_id, wake_resp.status_code,
+    )
+    return {
+        "status": "ok",
+        "action": action,
+        "issue_id": main_issue_id,
+        "ceo_id": ceo_id,
+    }
+
+
 def _curator_task_brief(task: str, case_number: str, final_filename: str) -> tuple[str, str]:
     """Build the (sub-issue title, description) for a staged final-decision task.