docs(lessons): עדכון התזה המשפטית לפי הסופי של דפנה ב-8125-09-24

מ-8125-09-24 (שובל/רמות אלון) דפנה הפכה את התזה שלנו: אישרה "הסבת שטחים"
מחיר-למשתכן→שוק-חופשי כהשבחה תכנונית בת-חיוב, וקבעה ששומה מכרעת סמוכה
משכנעת-לא-מחייבת (ריסון דוקטרינת השוויון). מקודד ב-legal-decision-lessons.md
(#47–#50) + מצביע ב-SKILL §7.3 (תת-מסלול שמאי-מייעץ).

Invariants: G11 (תוכן משפטי — סמכות היו"ר; ה-PR הוא שער-האישור, INV-LRN1).
INV-LRN5 מקוים — מהות במסמך-הלקחים/SKILL, לא בשכבת-הקול. חבירה לבית-אב
canonical_halachot נדחתה למשימת-תכנון #225.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

.claude/agents/HEARTBEAT.md

@@ -86,6 +86,8 @@
 
 **1.5א. אם `$PAPERCLIP_WAKE_PAYLOAD_JSON` מכיל comment חדש מחיים** — התייחס אליו ב-comment הראשון שלך ("ראיתי שביקשת X — מבצע Y") **לפני** עבודה רחבה. זה מבטיח שחיים יודע שקלטת.
 
+**1.5א2. פעולות סטרוקטורליות (כפתורי-UI עתידיים, CEO בלבד).** אם `$PAPERCLIP_WAKE_PAYLOAD_JSON` מכיל שדה `action` — נתב דטרמיניסטית בלי פענוח-טקסט: `action == "interim_draft"` → טיוטת ביניים, `action == "party_claims_summary"` → סיכום מנהלים של טענות הצדדים. פירוט: `legal-ceo.md` שלב 0 + שלבים H/H2.
+
 **1.5ב. תמיד לקרוא `heartbeat-context`** — לא רק מה ש-skill ממליץ ("Prefer"). אצלנו ה-`attachments` המוחזרים חיוניים (חיים מעלה DOCX/PDF דרך comments). ראה §2.
 
 ```bash
@@ -220,18 +222,22 @@ python3 /home/chaim/legal-ai/scripts/notify.py \
 
 ---
 
-## §7. סטטוסי תיק תקפים (case status flow)
+## §7. סטטוסי תיק (case status flow)
 
-הסטטוסים שאתה עשוי לראות ב-`case.status` (לפי `legal-ceo.md` "מפת סטטוסים"):
+**מקור-האמת היחיד** למודל-הסטטוסים: `mcp-server/src/legal_mcp/case_status_model.py` (חשוף ב-`GET /api/status-model`; ה-enum, ה-`STATUS_ORDER` וה-frontend נגזרים ממנו). 12 הסטטוסים הקנוניים, לפי 5 השלבים:
 
 ```
-new → proofread → documents_ready → analyst_verified → research_complete*
+קליטה          : new · processing
+הכנה           : documents_ready
+ניתוח וכיוון    : analyst_verified · research_complete · outcome_set · direction_approved
    → [שער שטן-מליץ: red-team אוטומטי → עצירת-אישור לידים ע"י היו"ר]
-   → outcome_set → direction_approved → analysis_enriched → ready_for_writing
-   → drafted → qa_passed / qa_failed → exported
+כתיבת טיוטה     : qa_review · drafted
+סגירה          : exported · reviewed · final
 ```
 
-`research_complete` — **valid status** (לא legacy מחוסר תוקף). מנותב ע"י `legal-researcher.md` שלב 5 כשמחקר תקדימים רץ בנפרד מהמנתח (תרחיש מתקדם). ה-CEO יודע לטפל בו כאילו זה `analyst_verified` (ראה `legal-ceo.md` "מפת סטטוסים").
+`analyst_verified` ו-`research_complete` הם **סטטוסים קנוניים מהמעלה הראשונה** (לא legacy) — המנתח/חוקר מציבים אותם, ומקומם בשלב "ניתוח וכיוון". `research_complete` מנותב ע"י `legal-researcher.md` שלב 5 כשמחקר תקדימים רץ בנפרד מהמנתח; ה-CEO מטפל בו כמו `analyst_verified`.
+
+> מצבי-ביניים ישנים שעדיין עשויים להופיע מסוכנים מסוימים (`proofread`, `analysis_enriched`, `ready_for_writing`, `qa_passed`/`qa_failed`) **אינם** בקבוצה הקנונית — הם נמפים-לשלב לתצוגה בלבד (fallback ב-`case-status.ts`) ואינם ניתנים-לבחירה ידנית. אם נדרש לקבע אחד מהם — להוסיף ל-`case_status_model.py` (המקור-היחיד).
 
 > **שער שטן-מליץ (red-team) — שער-קבע אחרי הניתוח (ל-CEO).** ברגע שהניתוח עבר (`analyst_verified`/`research_complete`, `analysis-and-research.md` תקין), ה-CEO **חייב** להפעיל אוטומטית את שטן-מליץ (Gemini, `gemini_local`) **לפני** הכותב, ואז **לעצור לאישור-יו"ר של הלידים** (issue ראשי ל-`in_review`). רק לידים שהיו"ר אישר מומרים ל-`chair_directions` (`record_chair_feedback` → `get_chair_directions` → `approve_direction`); הלידים הגולמיים **לעולם לא** מוזנים לכותב או להחלטה — קלט-יו"ר בלבד (G10 / INV-AH / INV-LRN5). זרימה מלאה: `legal-ceo.md` "שלב A2"/"שלב A3". זה שער-קבע, לא on-demand.
 

.claude/agents/legal-ceo.md

@@ -47,6 +47,7 @@ tools:
   - mcp__legal-ai__plan_list
   - mcp__legal-ai__write_interim_draft
   - mcp__legal-ai__export_interim_draft
+  - mcp__legal-ai__summarize_party_claims
 ---
 
 # עוזר משפטי — מנהל תהליך כתיבת החלטות
@@ -225,6 +226,7 @@ Paperclip חוסם אוטומטית כל issue ב-`in_progress` שאין לו ru
 ### שלב 0: בדוק למה התעוררת
 
 **לפני כל דבר אחר** — בדוק את סיבת ההתעוררות (`$PAPERCLIP_WAKE_REASON`):
+- **פעולות סטרוקטורליות (כפתורי-UI, בלי פענוח-טקסט):** אם `$PAPERCLIP_WAKE_PAYLOAD_JSON` מכיל שדה `action` → נתב דטרמיניסטית לפי הערך: `action == "interim_draft"` → **שלב H** (טיוטת ביניים); `action == "party_claims_summary"` → **שלב H2** (סיכום מנהלים). אלו side-quests — אל תסרוק תיקים אחרים, טפל רק בתיק שב-payload (`case_number`/`issueId`).
 - אם ה-reason מכיל `user_commented` **ו**-`$PAPERCLIP_WAKE_PAYLOAD_JSON` כולל `issueId` → **דלג ישירות לסעיף "טיפול בתגובות חדשות מחיים"** עם ה-issue הזה. אל תסרוק תיקים אחרים. **טפל רק בתגובה.**
 - אם ה-reason מכיל `agent_completion` → דלג לשלב E/F בהתאם לסוכן שסיים
 - אם ה-reason מכיל `precedent_extraction_` → **דלג לסעיף "חילוץ פסיקה אוטומטי"**. אל תיגע בתיקים — זו עבודת ספרייה.
@@ -684,7 +686,9 @@ ls data/cases/$CASE_NUMBER/documents/research/analysis-and-research.md
 
 ### שלב H: טיוטת ביניים (לבקשת חיים, לפני דיון והכרעה)
 
-**מתי:** חיים מבקש בקומנט "טיוטת ביניים" / "interim draft" / "טיוטה לפני דיון" / "תכין לי את הטיוטה עם טענות הצדדים". בכל שלב לפני שיש תוצאה (בד"כ כשהתיק ב-`research_complete` או `analyst_verified`).
+**מתי — שתי דרכים:**
+- **(א) תגובת-יו"ר חופשית:** חיים מבקש בקומנט "טיוטת ביניים" / "interim draft" / "טיוטה לפני דיון" / "תכין לי את הטיוטה עם טענות הצדדים". בכל שלב לפני שיש תוצאה (בד"כ כשהתיק ב-`research_complete` או `analyst_verified`).
+- **(ב) פעולה סטרוקטורלית (כפתור-UI עתידי):** אם `$PAPERCLIP_WAKE_PAYLOAD_JSON` מכיל `action == "interim_draft"` (עם `case_number`/`issueId`) → הרץ את השלב הזה **דטרמיניסטית**, בלי פענוח-טקסט-חופשי. זה המסלול שכפתור "צור טיוטת ביניים" יפעיל. (אותה לוגיקה בדיוק כמו במסלול א — רק הטריגר שונה.)
 
 **מטרה:** ייצור מסמך עבודה לחיים עם פתיחה ניטרלית, רקע, תכניות+היתרים, טענות הצדדים, והליכים — **בלי דיון והכרעה**. חיים יכתוב את בלוק י בעצמו ואז נמשיך לזרימה הרגילה (QA + ייצוא סופי).
 
@@ -748,6 +752,49 @@ ls data/cases/$CASE_NUMBER/documents/research/analysis-and-research.md
 - אל תפעיל את שלב B (סיכום + שאלת תוצאה) במקביל — חיים מחליט מתי לעבור לזרימה הראשית.
 - אם בלוק ח חסר (אין פרוטוקול דיון/סיור) — ציין זאת בדוח. הכלי כותב מה שיש, אבל המשתמש צריך לדעת אם חסר.
 
+### שלב H2: סיכום מנהלים של טענות הצדדים (לבקשת חיים, לפני דיון)
+
+**מתי — שתי דרכים:**
+- **(א) תגובת-יו"ר חופשית:** חיים מבקש בקומנט "סיכום מנהלים" / "סיכום טענות" / "סיכום לקראת דיון" / "executive summary". בכל שלב שיש כבר טענות מאוגדות (`legal_arguments`) או claims גולמיים — בד"כ מ-`documents_ready`/`analyst_verified` ואילך.
+- **(ב) פעולה סטרוקטורלית (כפתור-UI עתידי):** אם `$PAPERCLIP_WAKE_PAYLOAD_JSON` מכיל `action == "party_claims_summary"` (עם `case_number`/`issueId`) → הרץ את השלב הזה **דטרמיניסטית**, בלי פענוח-טקסט-חופשי. זה המסלול שכפתור "צור סיכום מנהלים" יפעיל. (אותה לוגיקה בדיוק כמו במסלול א — רק הטריגר שונה.)
+
+**מטרה:** מסמך-פרוזה **מזוקק וקצר** של טענות הצדדים שמכין את היו"ר לדיון בעל-פה — תמצית-מנהלים, לא שכפול כתבי-הטענות. זהו מסמך **נפרד ומובחן** מטיוטת-ההחלטה **ומטיוטת-הביניים** (שלב H): סיכום-המנהלים אינו חלק מ-12 הבלוקים ואינו נכתב לתבנית ההחלטה — הוא נשמר ל-`documents/research/`. החלטת-יו"ר, #202.
+
+**זה side-quest, לא חלק מהזרימה B-F.** אל תשנה `cases.status`. אל תייצר issues לסוכני משנה. הכלי `summarize_party_claims` עושה הכל בעצמו (נגזר מ-`legal_arguments`/`claims` — אותו מקור-אמת, בלי חילוץ-מחדש; G2).
+
+**זרימה (~3-7 דקות):**
+
+1. פרסם comment קצר: "מתחיל יצירת סיכום מנהלים של טענות הצדדים — אעדכן בסיום." עדכן את ה-issue הראשי ל-`status=in_progress`.
+
+2. **הפקת הסיכום:**
+   ```
+   mcp__legal-ai__summarize_party_claims(case_number="...", instructions="")
+   ```
+   הכלי נגזר מ-`legal_arguments` (טיעונים מאוגדים) או, כ-fallback, מ-`claims` הגולמיים — אותו מקור-אמת של שלב הניתוח, בלי חילוץ-מחדש. הייצור עובר `claude_session` (`claude -p`) נעוץ ל-Opus 4.8 + `effort=high`, מתוחם לטענות-התיק בלבד (anti-hallucination). נשמר ל-`data/cases/{case_number}/documents/research/party-claims-summary.md`.
+
+3. **דווח לחיים** (כולל מייל דרך `scripts/notify.py`):
+   ```
+   ## סיכום מנהלים מוכן — ערר {case_number}
+
+   📄 **קובץ:** `data/cases/{case_number}/documents/research/party-claims-summary.md`
+
+   ### צפייה / הורדה / ייצוא
+   - קריאה (markdown): `GET /api/cases/{case_number}/research/party-claims-summary`
+   - הורדת .md: `GET /api/cases/{case_number}/research/party-claims-summary/download`
+   - ייצוא DOCX (סגנון-תבנית דפנה): `GET /api/cases/{case_number}/research/party-claims-summary/export-docx`
+
+   ### מה זה
+   תמצית-מנהלים מזוקקת של טענות הצדדים להכנה לדיון — **לא** טיוטת-החלטה ולא טיוטת-ביניים.
+   כולל פרק "נקודות-המחלוקת המרכזיות" כשאלות פתוחות, בלי הכרעה.
+   ```
+
+4. **סטטוס issue הראשי:** עדכן ל-`in_review` (חזרה להמתנה לחיים).
+
+**אזהרות:**
+- זהו מסמך **נפרד** מטיוטת-הביניים (שלב H). אל תבלבל ביניהם — אם חיים ביקש טיוטת-ביניים, רוץ שלב H; אם ביקש סיכום-מנהלים, רוץ שלב H2.
+- אל תייצא DOCX סופי (`export_docx`) ואל תפעיל את שלב B במקביל — זה side-quest.
+- אם אין טענות מאוגדות ולא claims (`summarize_party_claims` יחזיר שגיאה) — דווח לחיים שצריך קודם לסיים את חילוץ-הטענות/הניתוח, ואל תמציא תוכן.
+
 ## מפת סטטוסים
 
 **סטטוסים של התיק (`cases.status`) — כל סטטוס מתאים לפעולה אחת בדיוק:**
@@ -759,7 +806,7 @@ ls data/cases/$CASE_NUMBER/documents/research/analysis-and-research.md
 | `proofread` | מגיה | → צור issue למנתח משפטי (ראה תבנית למטה) |
 | `documents_ready` | מנתח | → שלב A (בדיקות שלמות + שליליות + מתודולוגיה). אם עובר → עדכן ל-`analyst_verified`, ואז **שלב A2 (שער שטן-מליץ, אוטומטי)** — אל תקפוץ לשלב B לפני שהשער רץ והיו"ר אישר לידים (A3) |
 | `analyst_verified` | CEO (אחרי שלב A) | → **קודם שער שטן-מליץ:** אם אין `critique-gemini.md` → שלב A2 (הפעל שטן-מליץ אוטומטית). אם יש `critique-gemini.md` שטרם הוצג ליו"ר → שלב A3 (עצירת-אישור לידים). **רק אחרי שהיו"ר אישר/דחה לידים** → שלב B (סיכום + שאלת תוצאה לחיים). המנתח כבר ביצע את המחקר כחלק מהניתוח — אין ליצור issue לחוקר. |
-| `research_complete` | מנתח / חוקר תקדימים (valid status — legacy + תרחישים מתקדמים) | → **קודם שער שטן-מליץ (A2/A3)** כמו ב-`analyst_verified`, ורק אחרי אישור-יו"ר ללידים → שלב B. **זה סטטוס תקף**, לא שגיאה. בזרימה הרגילה המנתח מגדיר `documents_ready`, אבל אם החוקר רץ בנפרד (`legal-researcher.md` שלב 5) הוא מעדכן ל-`research_complete`. אם תראה סטטוס זה, בדוק שגם `analysis-and-research.md` וגם `precedent-research.md` קיימים, ואז המשך לשער שטן-מליץ ואז §B. |
+| `research_complete` | מנתח / חוקר תקדימים (**סטטוס קנוני**, שלב "ניתוח וכיוון" — מקור-אמת: `case_status_model.py`) | → **קודם שער שטן-מליץ (A2/A3)** כמו ב-`analyst_verified`, ורק אחרי אישור-יו"ר ללידים → שלב B. **זה סטטוס תקף**, לא שגיאה. בזרימה הרגילה המנתח מגדיר `documents_ready`, אבל אם החוקר רץ בנפרד (`legal-researcher.md` שלב 5) הוא מעדכן ל-`research_complete`. אם תראה סטטוס זה, בדוק שגם `analysis-and-research.md` וגם `precedent-research.md` קיימים, ואז המשך לשער שטן-מליץ ואז §B. |
 | `outcome_set` | CEO (אחרי שחיים בחר) | → האם יש claim_handling? אם לא → שלב B המשך (טבלת bundle/skip). אם כן → שלב C |
 | `direction_approved` | CEO (אחרי שחיים אישר) | → צור issue למנתח (c26e9439) ל-pass 2: העמקת ניתוח ואימות פסיקה |
 | `analysis_enriched` | מנתח (pass 2) | → שלב D2: צור issue לכותב (7ed8686f) |

.claude/agents/legal-qa.md

@@ -179,10 +179,11 @@ tools:
 בדוק `case_get(case_number).status` — הוא צריך להיות בערכים תקפים. הזרימה הכוללת:
 
 ```
-new → proofread → documents_ready → analyst_verified → research_complete (legacy/optional)
-   → outcome_set → direction_approved → analysis_enriched → ready_for_writing
-   → drafted (אתה כאן!) → qa_passed / qa_failed → exported
+new → processing → documents_ready → analyst_verified → research_complete
+   → outcome_set → direction_approved → qa_review → drafted (אתה כאן!)
+   → exported → reviewed → final
 ```
+(מקור-אמת יחיד: `case_status_model.py` / `GET /api/status-model`. `analyst_verified`+`research_complete` קנוניים, שלב "ניתוח וכיוון". מצבי-ביניים ישנים כמו `proofread`/`analysis_enriched`/`qa_passed` נמפים-לשלב לתצוגה בלבד.)
 
 ⚠️ **`research_complete` הוא valid status** (לא bug, לא legacy ערומה). ב-`legal-researcher.md` שלב 5 הוא הסטטוס שהחוקר מגדיר בסיום מחקר. אם תיק במצב זה נשלח אליך לפני `drafted` — דווח, אל תכשיל.
 

.gitignore

@@ -19,6 +19,9 @@ kiryat-yearim/
 continuation-prompt.md
 node_modules/
 data/eval/eval-report-*
+# effort-calibration run outputs (#208 / #212) — generated, not source
+data/eval/effort-calibration-*
+data/eval/block-yod-calibration-*
 # revert snapshot for migrate_agent_adapter.py (runtime state)
 data/adapter-migration-state.json
 # frontmatter-stripped instruction copies for content_arg adapters (generated)

docs/legal-decision-lessons.md

@@ -531,3 +531,33 @@ Two 1200-25 entries recorded a case-specific issue order (threshold → plan int
 traffic) with no generalizable rule. They are case artifacts, captured in that case's
 analysis-and-research.md — no general lesson folded.
 
+---
+
+## Doctrinal Lessons — Chair Final vs. Our Draft, 8125-09-24 (July 5, 2026)
+
+### Source
+- Case: 8125-09-24 (שובל טוב רמות / רמות אלון — ערר על שומה מכרעת, היטל השבחה; קבלה
+  חלקית + מינוי שמאי מייעץ חדש). Dafna's signed final vs. our full draft (block י).
+- These are **substantive doctrine**, not style. Recorded verbatim from the signed
+  decision; also captured as `chair_feedback` ד1–ד4 on the case (category `other`),
+  pending a proper canonical-principle home (TaskMaster #225).
+- ⚠ **#47 and #48 SUPERSEDE our prior draft's legal thesis.** Our draft parked the
+  chargeability question as an "open interpretive question" and over-weighted the
+  equality doctrine toward the appellant; Dafna decided the opposite. Follow the chair.
+
+### 47. "Space Conversion" מחיר-למשתכן→שוק-חופשי IS a Chargeable Planning Betterment (SUPERSEDES prior thesis)
+- **Lesson:** כאשר הקלה מוסיפה יחידות דיור (בלי תוספת זכויות/שטח עיקרי) ומשנה את תמהיל הדירות כך ששטחים שבמצב הקודם היו כפופים למגבלת "מחיר למשתכן" משתחררים לשיווק בשוק חופשי — זו **השבחה תכנונית בת-חיוב**, ומתודת ה"הסבה" (הפרש השווי מחיר-למשתכן↔שוק-חופשי על השטחים שהוסבו) לגיטימית ומנומקת: "לא ייתכן כי יזם 'ייהנה' משווי נמוך יותר לצורך חיוב בהיטל לאור מגבלות מחיר למשתכן כשזה משרת אותו". **אין** לגדֵר זאת כשאלה משפטית-פרשנית פתוחה בדבר "גדרי השבחה תכנונית" ולהטיל ספק בחיוב מכוח דרישת הקשר-הסיבתי (בית הכרם/פמיני) — זו הייתה גישת הטיוטה שלנו, והיא נדחתה.
+- **Rule:** In מחיר-למשתכן projects, treat the free-market "space conversion" enabled by a unit-count relief as a chargeable planning betterment and uphold the difference-in-value method. Do NOT frame it as an open interpretive question or cast causal-nexus doubt on chargeability.
+
+### 48. A Neighboring Final Assessment Does Not Compel Alignment; Equality Does Not Perpetuate Error
+- **Lesson:** קיום שומה מכרעת חלוטה בנכס סמוך (אף באותו מכרז ותנאים) **אינו מחייב** את השמאי המכריע/הוועדה ליישר קו עמה; שומה מנומקת היטב רשאית לסטות ממנה — "לא נוכל להיאחז בשומה מכרעת אחרת רק מכיוון והיא קיימת". עקרון השוויון בגביית מס אינו מנציח טעות. אין להעמיס את דוקטרינת השוויון (דיבון שלום/גנדליס) כ"חובת הנמקה מוגברת" המטה לקבלת הערר — כפי שעשתה הטיוטה שלנו. עדיין: פער ניכר מול שומה סמוכה מצדיק בחינה והנמקה, לא אימוץ אוטומטי. **הערת-לוואי (ד3):** ועדה מקומית החולקת על שומה מכרעת ובוחרת שלא לערור עליה — ראוי שתיידע את הציבור; שינוי-עמדה שלה עם הזמן אפשרי אך צריך להיות החריג ומחייב הנמקה מוגברת.
+- **Rule:** A final neighboring assessment is persuasive, not binding; a well-reasoned assessment may depart from it. Do not over-weight the equality doctrine to favor the appellant — flag the gap, require reasoning, but do not auto-align.
+
+### 49. When Remand-to-the-Original-Assessor Is Blocked, Appoint a New Advisory Assessor
+- **Lesson:** כשדרך-המלך (השבת השומה לשמאי המכריע לתיקון/הבהרה) חסומה מפני שהשמאי המכריע פרש/סיים כהונתו — מינוי **שמאי מייעץ חדש** לבחינה מחודשת של הרכיב שבמחלוקת הוא הפתרון, מכוח סמכות הוועדה הרחבה (אשקלוני) והיגיון גנדליס.
+- **Rule:** If the deciding assessor has left office and cannot receive the file back, appoint a new advisory assessor to re-examine the disputed component under the committee's guidance.
+
+### 50. Prefer a Reasoned Holding Over a Parked "Open Question" (methodology)
+- **Lesson:** במקום לגדר סוגיה מהותית כ"שאלה משפטית פתוחה לשתי גישות לגיטימיות" ולהעבירה כמות-שהיא להשבה, דפנה **הכריעה** בה כשהחומר תמך בכך ("אנו סבורים כי השמאי המכריע פעל כדין ונסביר… בנקודה זו צדק לדעתנו השמאי המכריע"), והשיבה רק את הרכיב השמאי-היישומי הצר. הכרעה מנומקת עדיפה על היסוס אקדמי.
+- **Rule:** Decide the interpretive question when the record supports a holding; reserve remand for the narrow appraisal-application residue. Don't park a decidable מהות issue as an "open question."
+

docs/spec/04-analysis-writing.md

@@ -85,6 +85,11 @@ knowledge נגזר; G2: מקור-האמת הוא הפרוטוקול + `legal_arg
   היו"ר כבר מילא תאריך — לא דורסים קלט-יו"ר).
 - **ייצור:** קריאת-ה-LLM ההשוואתית עוברת `claude_session` (מקומי בלבד), מעוגנת
   `model="claude-opus-4-8"` + `effort="high"` (ראה `reference_claude_generation_path`).
+  **חלון-הקשר (#216):** הבנייה הסטנדרטית רצה 200K-טוקן (~400K תווים עברית). פרומפט גדול
+  (בעיקר בלוק-י, שנושא את התיק המלא כ-source-context) מוסלם אוטומטית לבניית-ה-1M של *אותו*
+  מודל — `claude-opus-4-8[1m]` (1M-טוקן, מחיר רגיל; `claude -p` חושף אותה ישירות כ-model-id,
+  בלי beta-header). **עידון של אותו pin, לא מסלול-מודל מקביל (G2).** הסף ב-`block_writer`:
+  פרומפט > ~350K תווים → `[1m]`; אחרת הבנייה הסטנדרטית. תקרת-קשיחה: 1.5M תווים.
 
 ### 1.4 סיכום-מנהלים של טענות הצדדים (מסמך-הכנה לדיון, WS3/#202)
 
@@ -107,6 +112,12 @@ knowledge נגזר; G2: מקור-האמת הוא הפרוטוקול + `legal_arg
   (git + S3, באותו מסלול-אחסון של `analysis-and-research.md`); ניתן-לייצוא ל-DOCX בסגנון-תבנית
   דפנה (`build_party_claims_summary_docx`). מימוש: `tools/drafting.py` ·
   `services/party_claims_summary.py` · `services/analysis_docx_exporter.py`.
+- **טריגר — side-quest מבוקש-יו"ר (G10), נפרד מטיוטת-הביניים:** ה-CEO מפיק את הסיכום כשלב-צד
+  (`legal-ceo.md` שלב H2) ב-**שתי דרכים**: (א) הערת-יו"ר חופשית ("סיכום מנהלים" / "סיכום טענות" /
+  "סיכום לקראת דיון" / "executive summary"); או (ב) **פעולה סטרוקטורלית** —
+  `$PAPERCLIP_WAKE_PAYLOAD_JSON` עם `action == "party_claims_summary"` (המסלול הדטרמיניסטי שכפתור-UI
+  עתידי יפעיל, בלי פענוח-טקסט). זהו side-quest: אינו משנה `cases.status` ואינו יוצר issues לסוכני-משנה,
+  ומובחן מטיוטת-הביניים (`write_interim_draft`, שלב H, `action == "interim_draft"`).
 
 ### 1.5 ניתוח-מחדש מאחד אחרי מסמך-עיקרי חדש (#201)
 

docs/spec/07-learning.md

@@ -73,6 +73,8 @@
 
 **הקריאה:** טבלת `style_distance_history` (append-only) + `GET /api/learning/style-distance-history`. ירידה ב-`anti_pattern_total`/`change_percent` ככל ש-N גדל = **הוכחה מתגלגלת שהלמידה מכלילה** (INV-LRN4 — זהו משטח-המגמה של "ניגוד-האמת"). **אזהרת-פרשנות:** `change_percent` מערבב סגנון עם שלמות-תוכן (לפעמים היו"ר מכפילה אורך כי חסרה מהות, לפעמים חותכת) → `anti_pattern_total` הוא הסיגנל הנקי-יותר לסגנון. שימוש-חוזר בשירות `style_distance` ובבריכת `appeal_type_rules` — אין מסלול-מדד מקביל (G2).
 
+> **המלצת-הכיול style-ranked (#213):** `recommend_effort` ב-`scripts/calibrate_effort.py` מדרג efforts לפי `anti_pattern_total` **ראשי** (סיגנל-סגנון נקי) → סטיית-יחסי-זהב → `distance` (tiebreak קלוש). `change_percent` **מדווח-לא-מדורג** מאותה אזהרת-פרשנות לעיל (מערבב סגנון עם שלמות-תוכן). ההמלצה נושאת דגל-`confidence` ("clear"/"weak") כך שבחירה שההובלה-ב-anti שלה בתוך-הרעש (epsilon=max(0.5, 0.20·spread)) לא מוצגת כוודאית. אין מסלול-מדד מקביל — שימוש-חוזר ב-`style_distance` (G2).
+
 > **חלון נקי חד-פעמי:** תיק שכבר `lessons_folded` פספס את חלון ה-held-out שלו — אין backfill. הטבלה מתמלאת קדימה מהסופי הבא.
 
 ---

mcp-server/src/legal_mcp/case_status_model.py

@@ -0,0 +1,118 @@
+"""Single source of truth for the case-status lifecycle (the *status model*).
+
+Every consumer derives its order / labels / phase from this one registry:
+  • ``CaseStatus`` enum (models.py) — the type-level key set (kept consistent
+    by the assertion at the bottom of this module);
+  • the forward-only ``STATUS_ORDER`` guard in ``tools/cases.py``;
+  • the ``GET /api/status-model`` endpoint (web/app.py) that the frontend
+    mirror (``web-ui/src/lib/api/case-status.ts``) is generated against.
+
+To make a status *do something* on entry (notify, kick a job, …), set its
+``on_enter`` to an action key — the single place where a status's behaviour is
+declared. ``tools/cases.py`` dispatches it when a case transitions into that
+status (forward-only), so the behaviour lives next to the definition.
+
+The five **phases** are the coarse pipeline the 12 statuses collapse into for the
+header stepper. Intermediate analyst/research states (``analyst_verified``,
+``research_complete``) are first-class canonical statuses here — the agents set
+them, so they must be in the model rather than fall between the canonical set
+and the legacy bucket (the bug that made the chip, stepper and manual-changer
+disagree).
+"""
+
+from __future__ import annotations
+
+from dataclasses import dataclass
+
+# Ordered 5-phase pipeline (key → Hebrew label) — coarse view of the lifecycle.
+PHASES: list[tuple[str, str]] = [
+    ("intake", "קליטה ועיבוד"),
+    ("prep", "הכנת תיק"),
+    ("thinking", "ניתוח וכיוון"),
+    ("writing", "כתיבת טיוטה"),
+    ("done", "סגירה"),
+]
+PHASE_LABELS: dict[str, str] = dict(PHASES)
+
+
+@dataclass(frozen=True)
+class StatusDef:
+    key: str
+    label: str            # Hebrew label (chip / dropdown)
+    description: str       # Hebrew one-liner (status guide)
+    phase: str            # one of PHASES keys
+    selectable: bool = True   # offered in the manual status-changer dropdown
+    terminal: bool = False
+    on_enter: str | None = None  # future: action key dispatched on entry
+
+
+# THE lifecycle — ordered. STATUS_ORDER, the enum and the frontend all derive
+# from this list. Insert intermediates in workflow order.
+STATUS_DEFS: list[StatusDef] = [
+    StatusDef("new", "חדש", "התיק נוצר וממתין להעלאת מסמכים", "intake"),
+    StatusDef("processing", "בעיבוד", "המערכת מעבדת ומנתחת את המסמכים", "intake"),
+    StatusDef("documents_ready", "מסמכים מוכנים", "כל המסמכים עובדו ומוכנים לעבודה", "prep"),
+    StatusDef("analyst_verified", "ניתוח אומת", "המנתח סיים ואימת את הניתוח — ממתין להכרעת תוצאה של היו״ר", "thinking"),
+    StatusDef("research_complete", "מחקר הושלם", "חקר התקדימים הושלם (מסלול נפרד מהמנתח)", "thinking"),
+    StatusDef("outcome_set", "תוצאה נקבעה", "נקבעה תוצאה צפויה לערר", "thinking"),
+    StatusDef("direction_approved", "כיוון אושר", "כיוון ההחלטה אושר — בהעמקת ניתוח וכתיבה", "thinking"),
+    StatusDef("qa_review", "בדיקת איכות", "הטיוטה בבדיקת איכות אוטומטית", "writing"),
+    StatusDef("drafted", "טיוטה", "טיוטה מוכנה לעיון", "writing"),
+    StatusDef("exported", "יוצא", "ההחלטה יוצאה לקובץ DOCX", "done"),
+    StatusDef("reviewed", "נבדק", 'ההחלטה נבדקה ע"י היו"ר', "done"),
+    StatusDef("final", "סופי", "החלטה סופית — מוכנה להגשה", "done", terminal=True),
+]
+
+BY_KEY: dict[str, StatusDef] = {d.key: d for d in STATUS_DEFS}
+STATUS_ORDER: list[str] = [d.key for d in STATUS_DEFS]
+
+
+def phase_of(status: str | None) -> str | None:
+    """The pipeline phase a status belongs to (None for unknown values)."""
+    d = BY_KEY.get(status or "")
+    return d.phase if d else None
+
+
+def label_of(status: str | None) -> str:
+    d = BY_KEY.get(status or "")
+    return d.label if d else (status or "")
+
+
+def to_dict() -> dict:
+    """Serialisable status model for ``GET /api/status-model`` (frontend SSoT)."""
+    return {
+        "statuses": [
+            {
+                "key": d.key,
+                "label": d.label,
+                "description": d.description,
+                "phase": d.phase,
+                "selectable": d.selectable,
+                "terminal": d.terminal,
+                "on_enter": d.on_enter,
+            }
+            for d in STATUS_DEFS
+        ],
+        "phases": [{"key": k, "label": v} for k, v in PHASES],
+    }
+
+
+# Drift guard — the registry IS the canonical key set; the CaseStatus enum must
+# match it exactly. Importing here (models.py never imports this module) is safe.
+def _assert_consistent() -> None:
+    from legal_mcp.models import CaseStatus
+
+    registry = {d.key for d in STATUS_DEFS}
+    enum_keys = {s.value for s in CaseStatus}
+    if registry != enum_keys:
+        raise RuntimeError(
+            "case_status_model drift: registry vs CaseStatus enum differ — "
+            f"only-in-registry={registry - enum_keys}, only-in-enum={enum_keys - registry}"
+        )
+    phase_keys = {k for k, _ in PHASES}
+    bad = {d.key: d.phase for d in STATUS_DEFS if d.phase not in phase_keys}
+    if bad:
+        raise RuntimeError(f"case_status_model: statuses with unknown phase: {bad}")
+
+
+_assert_consistent()

mcp-server/src/legal_mcp/models.py

@@ -9,13 +9,18 @@ from uuid import UUID
 from pydantic import BaseModel, Field
 
 
-# Core case lifecycle — kept in sync with STATUS_ORDER in tools/cases.py and the
-# frontend SSoT web-ui/src/lib/api/case-status.ts. Trimmed from 17 → 10 (the
-# decorative mid-stage markers that no pipeline code ever set were removed).
+# Core case lifecycle. The canonical key set, order, labels, phases and (future)
+# per-status actions all live in ONE place — legal_mcp/case_status_model.py —
+# which asserts this enum matches it. The frontend mirror is
+# web-ui/src/lib/api/case-status.ts (generated against GET /api/status-model).
+# The analyst/research intermediate states are first-class canonical statuses
+# (the agents set them) — not legacy.
 class CaseStatus(str, enum.Enum):
     NEW = "new"
     PROCESSING = "processing"
     DOCUMENTS_READY = "documents_ready"
+    ANALYST_VERIFIED = "analyst_verified"
+    RESEARCH_COMPLETE = "research_complete"
     OUTCOME_SET = "outcome_set"
     DIRECTION_APPROVED = "direction_approved"
     QA_REVIEW = "qa_review"

mcp-server/src/legal_mcp/server.py

@@ -759,13 +759,15 @@ async def get_appraiser_facts(case_number: str) -> str:
 # ── Protocol comparative analysis (WS4 / #203) — ניתוח פרוטוקול ────
 
 @mcp.tool()
-async def analyze_protocol(case_number: str) -> str:
+async def analyze_protocol(case_number: str, document_id: str = "") -> str:
     """ניתוח השוואתי של פרוטוקול-דיון מול כתבי-הטענות: אילו טענות ירדו/חוזקו/עלו-חדשות + חידוד-שאלות + חילוץ א–ד.
 
-    מזין ל"ידע-התיק" (protocol_analysis); דורש פרוטוקול doc_type='protocol' +
-    טיעונים מאוגדים. Claude מקומי Opus 4.8 effort=high; re-run מחליף (idempotent).
+    בוחר אוטומטית פרוטוקול ועדת-ערר (scope שאינו 'lower'); document_id מכוון לדיון
+    מדויק כשיש כמה פרוטוקולים. מזין ל"ידע-התיק" (protocol_analysis); דורש פרוטוקול
+    doc_type='protocol' + טיעונים מאוגדים. Claude מקומי Opus 4.8 effort=high;
+    re-run מחליף (idempotent).
     """
-    return await drafting.analyze_protocol(case_number)
+    return await drafting.analyze_protocol(case_number, document_id=document_id)
 
 
 @mcp.tool()

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

@@ -31,6 +31,10 @@ logger = logging.getLogger(__name__)
 
 # Allowed enum values mirror the DB CHECK constraints.
 ALLOWED_PARTIES = {"appellant", "respondent", "committee", "permit_applicant", "unknown"}
+# Sides that may comprise multiple distinct litigants with potentially opposing
+# positions — aggregated per source pleading (party_name) rather than collapsed
+# into one bucket (#224). Appellant/committee speak with a single voice.
+SPLIT_PARTIES = {"respondent", "permit_applicant"}
 ALLOWED_PRIORITIES = {"threshold", "substantive", "procedural", "relief"}
 
 # Hebrew labels for the prompt (Claude needs context in the same
@@ -81,7 +85,7 @@ AGGREGATE_PROMPT_TEMPLATE = """אתה מנתח כתבי טענות בתחום ת
 """
 
 
-def _build_prompt(party: str, propositions: list[dict]) -> str:
+def _build_prompt(party: str, propositions: list[dict], party_name: str = "") -> str:
     """Compose the per-party aggregation prompt."""
     n = len(propositions)
     # Conservative target: ~1 argument per 2-3 propositions, clamped 4-12.
@@ -89,6 +93,11 @@ def _build_prompt(party: str, propositions: list[dict]) -> str:
     target_max = max(target_min + 1, min(12, n // 2 + 1))
 
     party_he = PARTY_LABELS_HE.get(party, party)
+    # For a split side (e.g. a specific respondent brief), name the brief so
+    # Claude aggregates only that litigant's position and does not conflate it
+    # with a co-respondent's separate — possibly opposing — pleading (#224).
+    if party_name:
+        party_he = f"{party_he} — {party_name}"
     # Strip noise from propositions for the prompt — Claude only needs
     # the id and the text to do the grouping.
     compact = [
@@ -139,12 +148,17 @@ def _normalize_argument(raw: dict, fallback_topic: str = "") -> dict | None:
 
 
 async def _aggregate_party(
-    party: str, propositions: list[dict],
+    party: str, propositions: list[dict], party_name: str = "",
 ) -> list[dict]:
-    """Ask Claude to group one party's propositions; return normalized rows."""
+    """Ask Claude to group one party's propositions; return normalized rows.
+
+    ``party_name`` names the specific pleading when this is a split side
+    (respondent / permit_applicant brief), so the prompt scopes to that
+    litigant's position only (#224).
+    """
     if not propositions:
         return []
-    prompt = _build_prompt(party, propositions)
+    prompt = _build_prompt(party, propositions, party_name=party_name)
 
     try:
         raw_result = await claude_session.query_json(prompt, tools="")  # no tool_use → no error_max_turns
@@ -221,14 +235,25 @@ async def aggregate_claims_to_arguments(
             "total": 0,
         }
 
-    # Group propositions by party.
-    by_party: dict[str, list[dict]] = {}
+    # Group propositions by party — and, for the multi-party sides (respondent /
+    # permit_applicant), further by their source pleading so opposing joint
+    # briefs (e.g. "כתב תשובה משיבות 2-3" vs "משיבים 4-6") aggregate into
+    # SEPARATE argument sets instead of collapsing into one "respondent" bucket
+    # (#224). Appellant/committee stay single-group (party_name=""). Splitting
+    # the large respondent set per-brief also keeps each Claude call small enough
+    # to succeed — a single 100+ proposition call previously returned non-JSON
+    # and silently dropped the whole side.
+    by_group: dict[tuple[str, str], list[dict]] = {}
     for r in rows:
         party = r["party_role"]
         # Map deprecated 'appraiser' or unknown labels to 'unknown'.
         if party not in ALLOWED_PARTIES:
             party = "unknown"
-        by_party.setdefault(party, []).append(dict(r))
+        party_name = (
+            (r["source_document"] or "").strip()
+            if party in SPLIT_PARTIES else ""
+        )
+        by_group.setdefault((party, party_name), []).append(dict(r))
 
     # Valid claim_ids for this case == the ids of the claims we just fetched.
     # The LLM is asked to echo back supporting claim_ids, but it may hallucinate
@@ -243,9 +268,11 @@ async def aggregate_claims_to_arguments(
     inserted = 0
     errors: list[str] = []
 
-    for party, props in by_party.items():
+    for (party, party_name), props in by_group.items():
+        # Display key for the per-side summary: keep opposing briefs distinct.
+        group_key = f"{party}·{party_name}" if party_name else party
         try:
-            arguments = await _aggregate_party(party, props)
+            arguments = await _aggregate_party(party, props, party_name=party_name)
         except RuntimeError as e:
             # Most likely cause: Claude CLI not installed (running from
             # the container). Don't crash — record the gap and continue.
@@ -259,11 +286,11 @@ async def aggregate_claims_to_arguments(
                     ),
                     "total": 0,
                 }
-            errors.append(f"{party}: {msg}")
+            errors.append(f"{group_key}: {msg}")
             continue
 
         if not arguments:
-            party_counts[party] = 0
+            party_counts[group_key] = 0
             continue
 
         async with pool.acquire() as conn:
@@ -271,12 +298,13 @@ async def aggregate_claims_to_arguments(
                 for idx, arg in enumerate(arguments):
                     arg_id = await conn.fetchval(
                         """INSERT INTO legal_arguments
-                            (case_id, party, argument_index, argument_title,
-                             argument_body, legal_topic, priority)
-                           VALUES ($1, $2, $3, $4, $5, $6, $7)
+                            (case_id, party, party_name, argument_index,
+                             argument_title, argument_body, legal_topic, priority)
+                           VALUES ($1, $2, $3, $4, $5, $6, $7, $8)
                            RETURNING id""",
                         case_id,
                         party,
+                        party_name,
                         idx + 1,
                         arg["title"],
                         arg["body"],
@@ -313,7 +341,7 @@ async def aggregate_claims_to_arguments(
                                 cid, arg_id, e,
                             )
                     inserted += 1
-        party_counts[party] = len(arguments)
+        party_counts[group_key] = len(arguments)
 
     result: dict = {
         "status": "completed",
@@ -338,9 +366,9 @@ async def get_legal_arguments(
     async with pool.acquire() as conn:
         if party and party in ALLOWED_PARTIES:
             rows = await conn.fetch(
-                """SELECT id, case_id, party, argument_index, argument_title,
-                          argument_body, legal_topic, priority, cited_precedents,
-                          created_at, updated_at
+                """SELECT id, case_id, party, party_name, argument_index,
+                          argument_title, argument_body, legal_topic, priority,
+                          cited_precedents, created_at, updated_at
                    FROM legal_arguments
                    WHERE case_id = $1 AND party = $2
                    ORDER BY priority, argument_index""",
@@ -348,12 +376,12 @@ async def get_legal_arguments(
             )
         else:
             rows = await conn.fetch(
-                """SELECT id, case_id, party, argument_index, argument_title,
-                          argument_body, legal_topic, priority, cited_precedents,
-                          created_at, updated_at
+                """SELECT id, case_id, party, party_name, argument_index,
+                          argument_title, argument_body, legal_topic, priority,
+                          cited_precedents, created_at, updated_at
                    FROM legal_arguments
                    WHERE case_id = $1
-                   ORDER BY party, priority, argument_index""",
+                   ORDER BY party, party_name, priority, argument_index""",
                 case_id,
             )
 

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

@@ -58,6 +58,18 @@ logger = logging.getLogger(__name__)
 # Output token note (Anthropic): Opus 4.8 supports large outputs; streaming is
 # handled by the CLI. `max_tokens` is advisory context for callers, not sent.
 GENERATION_MODEL = "claude-opus-4-8"  # single pinned model for every AI block (#204)
+# 1M-context build of the SAME pinned model (#216). The default build runs a
+# 200K-token context (~400K Hebrew chars at ~2 chars/token); large prompts —
+# notably block-yod, which carries the full case as source-context — overflow it.
+# Opus 4.8 offers a 1M-token window at standard pricing; `claude -p` exposes it
+# via the `[1m]` model id directly (no beta header — verified CLI 2.1.196). We
+# escalate to it only when the prompt is large, so small blocks stay on the
+# cheaper/faster 200K build. NOT a parallel model (G2) — same model, wider window.
+GENERATION_MODEL_1M = "claude-opus-4-8[1m]"
+# Escalate to the 1M build above this prompt size. Set below the 200K-token wall
+# (~400K chars) with headroom for output tokens (max_tokens up to 16K) + tokenizer
+# variance, so we switch before the standard build can overflow.
+_CTX_1M_THRESHOLD_CHARS = 350_000
 
 BLOCK_CONFIG = {
     "block-alef": {"index": 1, "title": "כותרת מוסדית", "gen_type": "template-fill", "model": "script"},
@@ -65,7 +77,7 @@ BLOCK_CONFIG = {
     "block-gimel":{"index": 3, "title": "צדדים", "gen_type": "template-fill", "model": "script"},
     "block-dalet":{"index": 4, "title": "החלטה", "gen_type": "template-fill", "model": "script"},
     "block-he":   {"index": 5, "title": "פתיחה", "gen_type": "paraphrase", "model": "ai", "effort": "medium", "max_tokens": 4096},
-    "block-vav":  {"index": 6, "title": "רקע עובדתי", "gen_type": "reproduction", "model": "ai", "effort": "medium", "max_tokens": 16384},
+    "block-vav":  {"index": 6, "title": "רקע עובדתי", "gen_type": "reproduction", "model": "ai", "effort": "low", "max_tokens": 16384},
     "block-zayin":{"index": 7, "title": "טענות הצדדים", "gen_type": "paraphrase", "model": "ai", "effort": "high", "max_tokens": 16384},
     "block-chet": {"index": 8, "title": "הליכים", "gen_type": "reproduction", "model": "ai", "effort": "medium", "max_tokens": 8192},
     "block-tet":  {"index": 9, "title": "תכניות חלות", "gen_type": "guided-synthesis", "model": "ai", "effort": "high", "max_tokens": 16384},
@@ -461,17 +473,21 @@ async def write_block(
         if not dir_doc.get("approved"):
             raise ValueError("לא ניתן לכתוב בלוק דיון ללא כיוון מאושר. הפעל brainstorm → approve_direction קודם.")
 
-    # Guard against context overflow before calling claude -p.
-    # Sonnet: 200K context → ~800K chars max; Opus: 200K context → same.
-    # In practice the CLI has crashed on prompts above ~400K chars, so use
-    # that as a conservative ceiling (well below the token limit).
-    _MAX_PROMPT_CHARS = 400_000
+    # Pick the model build by prompt size (#216). Above the 200K-token wall we
+    # escalate to the 1M-context build (`[1m]`) instead of failing the block —
+    # block-yod legitimately carries the whole case as source-context. The 400K
+    # ceiling was an artifact of the old 200K-only build, NOT a model limit.
+    gen_model = GENERATION_MODEL_1M if len(prompt) > _CTX_1M_THRESHOLD_CHARS else GENERATION_MODEL
+
+    # Final guard: even the 1M build is finite (~2M Hebrew chars of input). Cap at
+    # 1.5M chars (~750K tokens) to leave room for output + a safety margin under 1M.
+    _MAX_PROMPT_CHARS = 1_500_000
     if len(prompt) > _MAX_PROMPT_CHARS:
         raise RuntimeError(
             f"Prompt too large for {block_id}: {len(prompt):,} chars "
-            f"(limit {_MAX_PROMPT_CHARS:,}). "
+            f"(limit {_MAX_PROMPT_CHARS:,}, even on the 1M-context build). "
             f"source_context: {len(source_context):,} chars. "
-            f"Reduce documents or call extract_appraiser_facts first."
+            f"Reduce source-context (summaries / appraiser_facts / focused RAG)."
         )
 
     # Call Claude via Claude Code session (no API). #204: pin the model + per-block
@@ -483,14 +499,14 @@ async def write_block(
     content = await claude_session.query(
         prompt,
         timeout=timeout,
-        model=GENERATION_MODEL,
+        model=gen_model,
         effort=effort,
         tools="",  # prose gen — no tool_use → no error_max_turns
     )
 
     sources = await _collect_block_sources(case_id, block_id)
     sources["case_law_ids"] = _precedent_case_law_ids
-    result = _build_result(block_id, content, block_cfg)
+    result = _build_result(block_id, content, block_cfg, model_used=gen_model)
     # Record the EFFECTIVE effort (override wins) so the harness can attribute
     # the measured distance to the effort that actually produced the text.
     if result.get("effort") is not None:
@@ -499,7 +515,8 @@ async def write_block(
     return result
 
 
-def _build_result(block_id: str, content: str, block_cfg: dict) -> dict:
+def _build_result(block_id: str, content: str, block_cfg: dict,
+                  model_used: str = GENERATION_MODEL) -> dict:
     word_count = len(content.split())
     is_ai = block_cfg["model"] == "ai"
     return {
@@ -509,8 +526,9 @@ def _build_result(block_id: str, content: str, block_cfg: dict) -> dict:
         "content": content,
         "word_count": word_count,
         "generation_type": block_cfg["gen_type"],
-        # AI blocks record the pinned model; template blocks record "script".
-        "model_used": GENERATION_MODEL if is_ai else block_cfg["model"],
+        # AI blocks record the model build actually used (200K or [1m], #216);
+        # template blocks record "script".
+        "model_used": model_used if is_ai else block_cfg["model"],
         # The real generation knob (#204). None for template/script blocks.
         "effort": block_cfg.get("effort", DEFAULT_EFFORT) if is_ai else None,
         # DEPRECATED: temperature is not a real knob on Opus 4.7/4.8 (sending it

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

@@ -146,8 +146,15 @@ async def query(
     """
     full_prompt = f"{system}\n\n{prompt}" if system else prompt
 
-    if len(full_prompt) > 150_000:
-        logger.warning("Large prompt: %d chars — may hit context limits", len(full_prompt))
+    # ~350K chars ≈ the 200K-token wall of the default Opus build (~2 Hebrew
+    # chars/token). Above it callers should pass the 1M-context model id
+    # (`claude-opus-4-8[1m]`) — block_writer escalates automatically (#216).
+    if len(full_prompt) > 350_000 and "[1m]" not in (model or ""):
+        logger.warning(
+            "Large prompt: %d chars on a non-[1m] model (%s) — may overflow the "
+            "200K-token context. Pass claude-opus-4-8[1m] for the 1M window.",
+            len(full_prompt), model or "CLI-default",
+        )
 
     cmd = [
         "claude", "-p",

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

@@ -1888,6 +1888,18 @@ CREATE INDEX IF NOT EXISTS idx_documents_claims_pending
 """
 
 
+# V50 (#224): per-respondent-brief separation. The aggregator groups respondent /
+# permit_applicant claims by their source pleading — each joint response brief
+# (e.g. "כתב תשובה משיבות 2-3" vs "משיבים 4-6") is one coherent litigation
+# position, so opposing briefs no longer collapse into a single "respondent"
+# bucket. ``party_name`` carries the brief label; appellant/committee stay ''.
+SCHEMA_V50_SQL = """
+ALTER TABLE legal_arguments ADD COLUMN IF NOT EXISTS party_name TEXT NOT NULL DEFAULT '';
+CREATE INDEX IF NOT EXISTS idx_legal_arguments_party_name
+    ON legal_arguments(case_id, party, party_name);
+"""
+
+
 # Stable, arbitrary key for the session-level advisory lock that serialises
 # schema DDL across processes. Every short-lived process (cron drains, services)
 # re-runs the idempotent migrations on startup; without this lock two processes
@@ -1959,6 +1971,7 @@ async def _apply_schema_ddl(conn: asyncpg.Connection) -> None:
         await conn.execute(SCHEMA_V47_SQL)
         await conn.execute(SCHEMA_V48_SQL)
         await conn.execute(SCHEMA_V49_SQL)
+        await conn.execute(SCHEMA_V50_SQL)
 
 
 async def init_schema() -> None:

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

@@ -120,15 +120,47 @@ HEADER_PROMPT = """אתה מחלץ נתוני-כותרת מפרוטוקול די
 MAX_PROTOCOL_CHARS = 120_000
 
 
-def _find_protocol(docs: list[dict]) -> dict | None:
-    """The protocol document for the case, if present (doc_type or title)."""
-    for d in docs:
-        if d.get("doc_type") == "protocol":
-            return d
-    for d in docs:
-        if "פרוטוקול" in (d.get("title") or ""):
-            return d
-    return None
+def _protocol_scope(doc: dict) -> str:
+    """Protocol scope from ``metadata.protocol_scope``.
+
+    Absent/'' defaults to ``'appeal'`` (ועדת הערר), matching the
+    document-type-editor convention where only the non-default ``'lower'``
+    (ועדה מקומית/מחוזית) is persisted.
+    """
+    meta = doc.get("metadata") or {}
+    return (meta.get("protocol_scope") or "").strip() or "appeal"
+
+
+def _find_protocol(
+    docs: list[dict], document_id: UUID | None = None,
+) -> dict | None:
+    """The ועדת-הערר hearing protocol to compare against the pleadings.
+
+    - ``document_id`` given → return exactly that document (explicit target),
+      so a case with several protocols can be pointed at the right hearing.
+    - Otherwise prefer a protocol scoped to the appeals committee
+      (``scope != 'lower'``). A ``'lower'`` protocol is the local/district
+      committee's proceedings — it feeds background (block ו) only and must NOT
+      drive the hearing-vs-pleadings comparison (#223). If every protocol is
+      lower-scoped there is no ערר-hearing to compare → return None.
+    - Among appeal-scoped protocols the most recent (by ``created_at``) wins —
+      the operative hearing; ties fall back to list order.
+    """
+    if document_id is not None:
+        return next(
+            (d for d in docs if str(d.get("id")) == str(document_id)), None,
+        )
+
+    protocols = [d for d in docs if d.get("doc_type") == "protocol"]
+    if not protocols:
+        # Legacy fallback: untyped docs whose title says "פרוטוקול".
+        protocols = [d for d in docs if "פרוטוקול" in (d.get("title") or "")]
+
+    appeal_scoped = [d for d in protocols if _protocol_scope(d) != "lower"]
+    if not appeal_scoped:
+        return None
+    appeal_scoped.sort(key=lambda d: d.get("created_at") or "", reverse=True)
+    return appeal_scoped[0]
 
 
 def _compact_arguments(arguments: list[dict]) -> list[dict]:
@@ -239,9 +271,15 @@ async def _extract_header(protocol_text: str, case_id: UUID) -> dict:
     }
 
 
-async def analyze_protocol(case_id: UUID) -> dict:
+async def analyze_protocol(
+    case_id: UUID, target_document_id: UUID | None = None,
+) -> dict:
     """Comparative analysis of the case's hearing protocol vs. its pleadings.
 
+    ``target_document_id`` pins the analysis to a specific protocol document —
+    required when a case holds several protocols (e.g. a lower-committee annex
+    plus the ועדת-הערר hearing) and the auto-pick would be ambiguous (#223).
+
     1. Locates the protocol document.
     2. Pulls the aggregated legal_arguments (the written-pleadings baseline).
     3. Asks Claude (Opus 4.8, effort=high) to classify each as dropped /
@@ -252,11 +290,20 @@ async def analyze_protocol(case_id: UUID) -> dict:
     Returns a serializable summary dict.
     """
     docs = await db.list_documents(case_id)
-    protocol = _find_protocol(docs)
+    protocol = _find_protocol(docs, document_id=target_document_id)
     if not protocol:
+        if target_document_id is not None:
+            return {
+                "status": "no_protocol",
+                "message": f"מסמך {target_document_id} לא נמצא בתיק.",
+            }
         return {
             "status": "no_protocol",
-            "message": "לא נמצא פרוטוקול דיון בתיק (doc_type='protocol'). העלה פרוטוקול והרץ שוב.",
+            "message": (
+                "לא נמצא פרוטוקול ועדת-ערר בתיק (doc_type='protocol' עם "
+                "protocol_scope שאינו 'lower'). העלה פרוטוקול-דיון, או תייג את "
+                "הפרוטוקול הקיים כ-appeal, והרץ שוב."
+            ),
         }
 
     document_id = UUID(protocol["id"])

mcp-server/src/legal_mcp/tools/cases.py

@@ -13,6 +13,7 @@ from uuid import UUID
 import httpx
 
 from legal_mcp import config
+from legal_mcp.case_status_model import STATUS_ORDER  # status SSoT
 from legal_mcp.services import audit, db, extractor, git_sync, practice_area as pa
 from legal_mcp.tools.envelope import empty, err, ok  # GAP-48: SSoT envelope
 
@@ -341,16 +342,8 @@ async def case_update(
     """
     from datetime import date as date_type
 
-    # Ordered core lifecycle — regression protection (forward-only).
-    # Single source of truth, mirrored by web-ui/src/lib/api/case-status.ts and
-    # models.CaseStatus. Trimmed from 17 → 10 (decorative statuses removed).
-    STATUS_ORDER = [
-        "new", "processing", "documents_ready",
-        "outcome_set", "direction_approved",
-        "qa_review", "drafted",
-        "exported", "reviewed", "final",
-    ]
-
+    # Ordered core lifecycle (forward-only regression guard). Single source of
+    # truth: legal_mcp/case_status_model.py — STATUS_ORDER/BY_KEY derive from it.
     case = await db.get_case_by_number(case_number)
     if not case:
         return err(f"תיק {case_number} לא נמצא.")
@@ -363,6 +356,9 @@ async def case_update(
         # Only update if advancing or status is unknown to the order
         if new_idx >= cur_idx or new_idx == -1:
             fields["status"] = status
+            # per-status on_enter hook (case_status_model) — the single place a
+            # status's behaviour is declared. No dispatcher wired yet; when the
+            # first action is added, dispatch BY_KEY[status].on_enter here.
     if title:
         fields["title"] = title
     if subject:

mcp-server/src/legal_mcp/tools/documents.py

@@ -433,17 +433,24 @@ ALLOWED_DOC_TYPES = {
 # Allowed appraiser_side values; '' (empty) clears the tag.
 ALLOWED_APPRAISER_SIDES = {"committee", "appellant", "deciding", ""}
 
+# Allowed protocol_scope values (protocol docs only); mirrors web/app.py.
+# appeal = ועדת הערר (default when absent) · lower = ועדה מקומית/מחוזית.
+ALLOWED_PROTOCOL_SCOPES = {"appeal", "lower"}
+
 
 async def document_update(
     case_number: str,
     doc_id: str,
     doc_type: str = "",
     appraiser_side: str = "",
+    is_post_hearing: bool | None = None,
+    protocol_scope: str = "",
 ) -> str:
-    """עדכון תיוג מסמך — doc_type ו/או appraiser_side. ריק = אין שינוי.
+    """עדכון תיוג מסמך — doc_type / appraiser_side / is_post_hearing / protocol_scope.
 
-    הולידציה זהה ל-PATCH endpoint ב-web/app.py. appraiser_side נשמר ב-
-    documents.metadata JSONB (מתפרסם משם ע"י extract_appraiser_facts).
+    הולידציה זהה ל-PATCH endpoint ב-web/app.py. הדגלים נשמרים ב-
+    documents.metadata JSONB (appraiser_side מתפרסם משם ע"י extract_appraiser_facts;
+    is_post_hearing נצרך ע"י כותב בלוק-ח; protocol_scope מסווג פרוטוקול בטאב-הסקירה).
 
     Args:
         case_number: מספר תיק הערר (לאישור שייכות)
@@ -452,6 +459,9 @@ async def document_update(
                   permit/appraisal/exhibit/objection/reference). ריק = אין שינוי.
         appraiser_side: ערך חדש (committee/appellant/deciding). ריק = אין שינוי;
                         העבר במפורש מחרוזת ריקה לא-default אם רוצים לנקות.
+        is_post_hearing: True = התקבל אחרי הדיון · False = מנקה את הדגל · None = אין שינוי.
+        protocol_scope: היקף פרוטוקול (appeal=ועדת הערר / lower=ועדה מקומית-מחוזית).
+                        ריק = אין שינוי. רלוונטי רק כשהסוג protocol.
     """
     case = await db.get_case_by_number(case_number)
     if not case:
@@ -477,17 +487,37 @@ async def document_update(
                        data={"allowed": sorted(ALLOWED_DOC_TYPES)})
         updates["doc_type"] = doc_type
 
-    # appraiser_side is optional. The MCP tool can't distinguish "skip" from
-    # "set to empty string", so we use the convention: only update if non-empty.
-    # To clear, the operator must edit metadata directly (rare).
+    # appraiser_side / protocol_scope are optional. The MCP tool can't
+    # distinguish "skip" from "set to empty string", so we use the convention:
+    # only update if non-empty. To clear, edit metadata directly (rare).
+    # is_post_hearing is a tri-state bool: None skips, True/False set/clear.
+    metadata = doc.get("metadata") or {}
+    if isinstance(metadata, str):
+        metadata = json.loads(metadata)
+    metadata_dirty = False
+
     if appraiser_side:
         if appraiser_side not in ALLOWED_APPRAISER_SIDES:
             return err(f"appraiser_side לא תקין: {appraiser_side}",
                        data={"allowed": sorted(s for s in ALLOWED_APPRAISER_SIDES if s)})
-        metadata = doc.get("metadata") or {}
-        if isinstance(metadata, str):
-            metadata = json.loads(metadata)
         metadata["appraiser_side"] = appraiser_side
+        metadata_dirty = True
+
+    if is_post_hearing is not None:
+        if is_post_hearing:
+            metadata["is_post_hearing"] = True
+        else:
+            metadata.pop("is_post_hearing", None)
+        metadata_dirty = True
+
+    if protocol_scope:
+        if protocol_scope not in ALLOWED_PROTOCOL_SCOPES:
+            return err(f"protocol_scope לא תקין: {protocol_scope}",
+                       data={"allowed": sorted(ALLOWED_PROTOCOL_SCOPES)})
+        metadata["protocol_scope"] = protocol_scope
+        metadata_dirty = True
+
+    if metadata_dirty:
         updates["metadata"] = metadata
 
     if not updates:

mcp-server/src/legal_mcp/tools/drafting.py

@@ -580,7 +580,7 @@ async def get_appraiser_facts(case_number: str) -> str:
         return err(str(e))
 
 
-async def analyze_protocol(case_number: str) -> str:
+async def analyze_protocol(case_number: str, document_id: str = "") -> str:
     """ניתוח השוואתי של פרוטוקול-דיון מול כתבי-הטענות (WS4 / #203).
 
     מזהה אילו טענות **ירדו** (נזנחו בדיון), אילו **חוזקו**, ואילו **עלו חדשות**,
@@ -588,12 +588,17 @@ async def analyze_protocol(case_number: str) -> str:
     ל"ידע-התיק" (טבלת protocol_analysis), זמינה לסוכני הניתוח והכתיבה; תאריך-הדיון
     מוזן חזרה לעמודה הקנונית cases.hearing_date.
 
+    בוחר אוטומטית את פרוטוקול **ועדת-הערר** (protocol_scope שאינו 'lower');
+    פרוטוקול ועדה-מקומית ('lower') אינו נכנס להשוואה. כשיש כמה פרוטוקולי-ערר —
+    ציין document_id כדי לכוון לדיון המדויק (#223).
+
     דורש פרוטוקול מתויג doc_type='protocol' + טיעונים מאוגדים
     (aggregate_claims_to_arguments). רץ עם Claude מקומי (Opus 4.8, effort=high);
     re-run מחליף את הניתוח הקודם לאותו פרוטוקול (idempotent).
 
     Args:
         case_number: מספר תיק הערר
+        document_id: מזהה מסמך-הפרוטוקול לכיוון מדויק (ריק = בחירה אוטומטית)
     """
     from legal_mcp.services import protocol_analyzer
 
@@ -601,8 +606,16 @@ async def analyze_protocol(case_number: str) -> str:
     if not case:
         return err(f"תיק {case_number} לא נמצא.")
     case_id = UUID(case["id"])
+    target_doc_id: UUID | None = None
+    if document_id.strip():
+        try:
+            target_doc_id = UUID(document_id.strip())
+        except ValueError:
+            return err(f"document_id לא תקין: {document_id}")
     try:
-        result = await protocol_analyzer.analyze_protocol(case_id)
+        result = await protocol_analyzer.analyze_protocol(
+            case_id, target_document_id=target_doc_id,
+        )
         await audit.log_action_safe(
             "analyze_protocol", case_id=case_id,
             details={"status": result.get("status"), "total": result.get("total", 0)},

mcp-server/tests/test_protocol_analyzer.py

@@ -49,6 +49,65 @@ def test_find_protocol_none():
     assert pa._find_protocol(docs) is None
 
 
+def test_find_protocol_skips_lower_scope():
+    # A local/district-committee protocol (scope='lower') must NOT be picked for
+    # the hearing-vs-pleadings comparison; the ועדת-ערר one wins (#223).
+    docs = [
+        {"id": "lower", "doc_type": "protocol", "title": "נספח 18 — פרוטוקולי ועדה מקומית",
+         "metadata": {"protocol_scope": "lower"}, "created_at": "2026-01-01"},
+        {"id": "appeal", "doc_type": "protocol", "title": "פרוטוקול דיון 23.6.26",
+         "metadata": {}, "created_at": "2026-06-23"},
+    ]
+    assert pa._find_protocol(docs)["id"] == "appeal"
+
+
+def test_find_protocol_all_lower_returns_none():
+    # If every protocol is lower-scoped there is no ערר-hearing to compare.
+    docs = [
+        {"id": "1", "doc_type": "protocol", "title": "פרוטוקול מקומי",
+         "metadata": {"protocol_scope": "lower"}},
+    ]
+    assert pa._find_protocol(docs) is None
+
+
+def test_find_protocol_prefers_most_recent_appeal():
+    docs = [
+        {"id": "old", "doc_type": "protocol", "title": "פרוטוקול א",
+         "metadata": {}, "created_at": "2026-03-01"},
+        {"id": "new", "doc_type": "protocol", "title": "פרוטוקול ב",
+         "metadata": {}, "created_at": "2026-06-23"},
+    ]
+    assert pa._find_protocol(docs)["id"] == "new"
+
+
+def test_find_protocol_explicit_document_id_overrides():
+    # Explicit target wins even over scope/recency heuristics — including the
+    # ability to point at a lower-scoped doc if the caller insists.
+    docs = [
+        {"id": "aaaaaaaa-0000-0000-0000-000000000001", "doc_type": "protocol",
+         "title": "פרוטוקול ערר", "metadata": {}, "created_at": "2026-06-23"},
+        {"id": "aaaaaaaa-0000-0000-0000-000000000002", "doc_type": "protocol",
+         "title": "פרוטוקול מקומי", "metadata": {"protocol_scope": "lower"},
+         "created_at": "2026-01-01"},
+    ]
+    from uuid import UUID
+    picked = pa._find_protocol(
+        docs, document_id=UUID("aaaaaaaa-0000-0000-0000-000000000002"),
+    )
+    assert picked["id"] == "aaaaaaaa-0000-0000-0000-000000000002"
+
+
+def test_find_protocol_unknown_document_id_returns_none():
+    from uuid import UUID
+    docs = [
+        {"id": "aaaaaaaa-0000-0000-0000-000000000001", "doc_type": "protocol",
+         "title": "פרוטוקול", "metadata": {}},
+    ]
+    assert pa._find_protocol(
+        docs, document_id=UUID("bbbbbbbb-0000-0000-0000-000000000009"),
+    ) is None
+
+
 # ── _normalize_change — anti-hallucination gate (INV-AH) ───────────────────
 
 _AID = "11111111-1111-1111-1111-111111111111"

scripts/SCRIPTS.md

@@ -76,7 +76,8 @@
 | `calibrate_halacha_dedup.py` | python | **#82.1** — כיול ספי ה-dedup הלקסיקלי (#82.3) מול gold-set הניקוי. קורא `halacha-cleanup-manifest-*.csv` (זוגות duplicate↔survivor מתויגי-אדם), טוען טקסט-survivor מה-DB, ו-sweep של (jaccard_min × levenshtein_min) עם P/R/F1, מסמן את נקודת-העבודה המוגדרת. אימת ש-(0.55, 0.70) → **precision 1.0** (אפס false-merge), recall 0.30 — מתאים לאיתות-משני שחוסם auto-approve. `--manifest <path>`. רץ עם venv של mcp-server | חד-פעמי — כיול (בוצע 2026-06-06) |
 | `ab_halacha_opus48.py` | python | **A/B לא-הרסני לחילוץ הלכות (Claude)** — מריץ מחדש חילוץ הלכות על פסק-דין בודד דרך מודל/effort נבחרים (`AB_MODEL`/`AB_EFFORT`, ברירת-מחדל `claude-opus-4-8`/`xhigh`) ומשווה לסטטיסטיקות ההלכות הקיימות ב-DB **בלי למחוק/לכתוב כלום**. משכפל את `halacha_extractor.extract()` (אותם פרומפטים, בחירת-צ'אנקים, אימות-ציטוט) ומחליף רק את קריאת ה-LLM ב-`claude -p --model --effort`. מפיק `data/ab_halacha_<case>_<effort>.json`. הרצה: `DOTENV_PATH=/home/chaim/.env DATA_DIR=.../data .venv/bin/python scripts/ab_halacha_opus48.py <case_law_id>`. **ממצא 2026-05-31 (שטיין 1128-08-20):** Opus 4.8@xhigh חילץ 51 מול 124 בייצור (100% quote-verified מול 96%) אך ביטחון מכויל-נמוך יותר (חציון 0.75 מול 0.82) — ולכן **לא** מקטין את תור-האישור-הידני תחת sweep אוטו-אישור conf≥0.78 (26 מול 24). שיפור איכות, לא צמצום-תור. | ידני (החלטת מודל-חילוץ) |
 | `ab_halacha_codex.py` | python | **A/B לא-הרסני לחילוץ הלכות (Codex/gpt-5.5)** — עמית ל-`ab_halacha_opus48` אך מחליף את `claude -p` ב-`codex exec --model gpt-5.5` (אימות ChatGPT, ללא OPENAI_API_KEY). אותם פרומפטים ואותו הסקת quote-verification. הפלט האחרון של הסוכן (`-o FILE`) נפענח כ-JSON. `AB_MODEL` (default `gpt-5.5`), `AB_REASONING` low/medium/high/xhigh (default `medium`), `AB_CONCURRENCY` (default 1), `CODEX_BIN`. מפיק `data/ab_halacha_codex_<case>_<model>_<reasoning>.json`. הרצה: `DOTENV_PATH=/home/chaim/.env DATA_DIR=.../data mcp-server/.venv/bin/python scripts/ab_halacha_codex.py <case_law_id>`. **ממצא 2026-06-17 (8181-21 האוניברסיטה העברית):** gpt-5.5@medium חילץ 27 מול 28 של Opus (quote-verified 100%/100%), ביטחון חציון 0.86 מול 0.78 — אך **0 פריטים מתחת ל-0.7** (לעומת 9/28 של Opus = 32%), דבר המצביע על over-confidence. holding↑ (12 מול 7), procedural↓ (4 מול 7). **מסקנה: ריאלי כ-fallback חירום; לא מוכן לייצור ללא כיול-ביטחון.** | ידני (בנצ'מרק מודל codex) |
-| `calibrate_effort.py` | python | **#208 (WS5/Q1, INV-G8 eval-harness) — כיול model×effort של הכותב מול הסופיים.** A/B per-(תיק,בלוק,effort) על `draft_final_pairs` בעלי `final_text`: מייצר מחדש כל בלוק דרך מסלול-הייצור (`block_writer.write_block(effort_override=…)` → `claude_session.query` → `claude -p`, Opus 4.8 נעוץ, **מקומי-בלבד**) ומודד מול ה**סקשן** המתאים בסופי דרך `services/style_distance.block_distance_to_final` (מקור-מדידה יחיד, G2): `change_percent` (compute_diff_stats) · `anti_pattern_total` (`lessons.ANTI_PATTERNS`, הסיגנל הנקי-לסגנון) · `golden_ratio_deviation_pp` · `distance` מרוכב. **ממליץ** per-בלוק על ה-effort בעל ה-distance-הממוצע-הנמוך (לצד ברירת-המחדל מ-#204). מפיק `data/eval/effort-calibration-<ts>.{json,md}` ב**כתיבה אינקרמנטלית** — הדוח נכתב מחדש אחרי כל בלוק שמסתיים, כך שקריסה באמצע הגריד לא מאבדת בלוקים שכבר יוצרו (INV-G8). כל תא-(תיק,בלוק,effort) שנכשל (rate-limit חולף, או חריגה) נרשם כ-warning ומדולג — לא מפיל את הריצה. **`block-yod` (דיון) הוצא מברירות-המחדל** (`CALIBRATABLE_BLOCKS`) — דורש כיוון-מאושר (brainstorm→approve_direction) שתיקי-הכיול חסרים ולכן `write_block` זורק; נשאר ב-`VALID_BLOCKS` לכפייה ידנית (`--blocks block-yod`) על-אחריות-המשתמש, כשהשער-per-תא שומר אותו לא-פטאלי. ⚠️ **גודל-מדגם מודפס בראש הדוח — עדות-כיוון, לא רגרסיה** (מעט סופיים-עלויים). `--self-test` (offline, אפס DB/CLI — מוכיח את לוגיקת-המדידה) · `--dry-run` (תכנון-גריד) · `--efforts`/`--blocks`/`--case`/`--repeats`. **חובה מקומי** (claude CLI; לא בקונטיינר/worktree-ללא-CLI). הרצה: `POSTGRES_PASSWORD=… mcp-server/.venv/bin/python scripts/calibrate_effort.py`. | ידני — לכיול ברירות-effort של הכותב |
+| `calibrate_effort.py` | python | **#208 (WS5/Q1, INV-G8 eval-harness) — כיול model×effort של הכותב מול הסופיים.** A/B per-(תיק,בלוק,effort) על `draft_final_pairs` בעלי `final_text`: מייצר מחדש כל בלוק דרך מסלול-הייצור (`block_writer.write_block(effort_override=…)` → `claude_session.query` → `claude -p`, Opus 4.8 נעוץ, **מקומי-בלבד**) ומודד מול ה**סקשן** המתאים בסופי דרך `services/style_distance.block_distance_to_final` (מקור-מדידה יחיד, G2): `change_percent` (compute_diff_stats) · `anti_pattern_total` (`lessons.ANTI_PATTERNS`, הסיגנל הנקי-לסגנון) · `golden_ratio_deviation_pp` · `distance` מרוכב. **ממליץ** per-בלוק (style-clean, #213) לפי `anti_pattern_total` **ראשי** (סיגנל-הסגנון הנקי) → סטיית-יחסי-זהב → `distance` (tiebreak קלוש); **`change_percent` מדווח-לא-מדורג** (מערבב סגנון עם שלמות-תוכן, 07-learning §0.7). ההמלצה נושאת דגל-`confidence` ("clear"/"weak" — הובלת-anti < epsilon=max(0.5, 0.20·spread) ⇒ ⚠️weak בתוך-הרעש, לא מוצג כוודאי) לצד ברירת-המחדל מ-#204. מפיק `data/eval/effort-calibration-<ts>.{json,md}` ב**כתיבה אינקרמנטלית** — הדוח נכתב מחדש אחרי כל בלוק שמסתיים, כך שקריסה באמצע הגריד לא מאבדת בלוקים שכבר יוצרו (INV-G8). כל תא-(תיק,בלוק,effort) שנכשל (rate-limit חולף, או חריגה) נרשם כ-warning ומדולג — לא מפיל את הריצה. **`block-yod` (דיון) הוצא מברירות-המחדל** (`CALIBRATABLE_BLOCKS`) — דורש כיוון-מאושר (brainstorm→approve_direction) שתיקי-הכיול חסרים ולכן `write_block` זורק; נשאר ב-`VALID_BLOCKS` לכפייה ידנית (`--blocks block-yod`) על-אחריות-המשתמש, כשהשער-per-תא שומר אותו לא-פטאלי. ⚠️ **גודל-מדגם מודפס בראש הדוח — עדות-כיוון, לא רגרסיה** (מעט סופיים-עלויים). `--self-test` (offline, אפס DB/CLI — מוכיח מדידה + דירוג-סגנון + confidence + rerank) · **`--rerank <report.json>`** (offline, אפס LLM/DB — מדרג-מחדש דוח-כיול שמור תחת המפתח החדש, מדפיס טבלה + כותב `*-reranked.md`) · `--dry-run` (תכנון-גריד) · `--efforts`/`--blocks`/`--case`/`--repeats`. **חובה מקומי** (claude CLI; לא בקונטיינר/worktree-ללא-CLI). הרצה: `POSTGRES_PASSWORD=… mcp-server/.venv/bin/python scripts/calibrate_effort.py`. | ידני — לכיול ברירות-effort של הכותב |
+| `calibrate_block_yod.py` | python | **#212 (WS5/Q1, INV-G8 eval-harness) — כיול effort ל-בלוק י' (דיון והכרעה) בלבד.** ה-harness ש-#208 לא יכל לכייל: `write_block(block-yod)` זורק "ללא כיוון מאושר" כי בלוק-הדיון דורש `decisions.direction_doc.approved` שתיקי-הכיול חסרים. **התוספת על #208 — שכבת אספקת-כיוון read-only:** לפני ייצור בלוק-הדיון, ה-harness מזרים `direction_doc` שמיש דרך **overlay על קריאת-ה-DB** (monkeypatch של `db.get_decision_by_case`/`db.get_decision` לתהליך-הזה-בלבד) — **אפס כתיבה ל-DB**, מצב-תיק-הייצור לא משתנה (השער reverted ב-finally). **אסטרטגיית-אספקה per-תיק:** (1) **stored** (מועדף, נאמן) — כיוון-מאושר שמור (`approved`+`selected_direction`, או סכמת-8126 עם `direction_id`/`structure`); (2) **reconstructed** (נסיגה, עדות-כיוון-בלבד) — `direction_doc` מינימלי שנגזר מ-`decision.outcome` + סקשן-הדיון של הסופי **באותו תיק** (INV-LRN5: outcome+מצביע-לסופי-עצמי, אפס מהות חוצת-תיקים, מתויג `reconstructed`); (3) **skip** אם אין דיון/כיוון. מודד דרך אותו `style_distance.block_distance_to_final` (מקור-מדידה יחיד, G2) ומשתמש-חוזר ב-`_score_cell`/`recommend_effort` מ-`calibrate_effort` (#208). **ממצא-קורפוס (2026-06-30):** מ-8 סופיים, 7 ניתנים-לכיול; רק 8126-03-25 הוא stored+scorable (8174-12-24 שמור-אך-חסר-סקשן-דיון) → `--allow-reconstructed false` נותן תא-יחיד; ברירת-המחדל (reconstructed פעיל) נותנת 7 → הנסיגה היא מה שמפעיל את ה-harness היום. כתיבה אינקרמנטלית per-תיק + שער-per-תא לא-פטאלי (INV-G8). ⚠️ **גודל-מדגם בראש הדוח — עדות-כיוון, לא רגרסיה.** `--self-test` (offline, אפס DB/CLI — מוכיח מדידה + לוגיקת-אספקת-כיוון + overlay) · `--dry-run` (תכנון-גריד + מצב-אספקה per-תיק, צריך DB) · `--efforts`/`--case`/`--repeats`/`--allow-reconstructed`. ברירת-מחדל נוכחית: `xhigh` (`block_writer.py:72`, 'by feel'). **חובה מקומי** (claude CLI; לא בקונטיינר/worktree-ללא-CLI). הרצת-כיול-חי (לבצע ע"י היו"ר): `POSTGRES_PASSWORD=… POSTGRES_HOST=127.0.0.1 POSTGRES_PORT=5433 mcp-server/.venv/bin/python scripts/calibrate_block_yod.py`. | ידני — לכיול ה-effort של בלוק-הדיון (היו"ר מריץ; long, צורך-מכסה) |
 | `monitor_halacha_quality.py` | python | מנטר איכות חילוץ הלכות. בודק drift של `avg(confidence)` בין baseline היסטורי לחלון אחרון. מחזיר JSON מטריקות + alert ב-stderr אם drift > threshold (ברירת מחדל 5%). 2 סדרות: trusted (approved+published) ו-all_extracted. תומך `--window N` / `--threshold X` / `--min-sample N` / `--silent` / `--exit-on-alert`. רץ ב-container או מקומית עם `mcp-server/.venv` (אין תלות ב-LLM, רק SQL). **תזמון מומלץ**: `0 8 * * 1` (יום ראשון 08:00, שבועי) | `0 8 * * 1` (לתזמן) |
 | `audit_training_corpus.py` | python | audit של `style_corpus` — לכל החלטה: שדות מטא-דאטה מאוכלסים (`summary`/`outcome`/`key_principles`/`appeal_subtype`/`subject_categories`), קישור ל-`documents` (FK + chunks + embeddings). מפיק `data/audit/corpus-YYYY-MM-DD.json` + summary בקונסול. דרוש `POSTGRES_URL` או POSTGRES_*. אין תלויות חיצוניות מלבד asyncpg. **רץ מהמכונה המקומית** (לא קונטיינר) — חיבור ישיר ל-Postgres :5433 | ידני / קדם-עבודה לפני enrichment של מטא-דאטה |
 | `backfill_style_exemplars.py` | python | **T1 (style-acquisition)** — מאכלס `style_exemplars` מקורפוס דפנה (`style_corpus` + `internal_committee` chair=דפנה): מפצל לסעיפים (`chunker._split_into_sections`) → פסקאות (25-450 מילים) → embed (Voyage) → שמירה עם `section`/`outcome`/`practice_area`. מאפשר לכותב לאחזר פסקאות-בלוק אמיתיות של דפנה (T2/T3). מקור-סגנון בלבד (INV-LRN5). אידמפוטנטי (מנקה per-decision). `--dry-run` (default) / `--apply`. דורש POSTGRES_URL + Voyage. **רץ מקומית** (venv). | ידני (`python scripts/backfill_style_exemplars.py --apply`) |

scripts/backfill_case_status_trim.py

@@ -12,8 +12,6 @@ Mapping (removed → kept):
 
     uploading          → processing
     in_progress        → outcome_set
-    analyst_verified   → documents_ready
-    research_complete  → documents_ready
     brainstorming      → outcome_set
     analysis_enriched  → direction_approved
     ready_for_writing  → direction_approved
@@ -50,12 +48,14 @@ from legal_mcp.services import db  # noqa: E402
 logging.basicConfig(level=logging.INFO, format="%(asctime)s [%(levelname)s] %(message)s")
 log = logging.getLogger("status-trim")
 
-# removed status → nearest preceding kept status
+# removed status → nearest preceding kept status.
+# NOTE (2026-06-30): analyst_verified + research_complete were RE-CANONICALISED
+# into the status model (legal_mcp/case_status_model.py, "thinking" phase) — they
+# are valid statuses again, so they were removed from this map. Do NOT downgrade
+# them; only genuinely-removed markers remain below.
 STATUS_MAP = {
     "uploading":         "processing",
     "in_progress":       "outcome_set",
-    "analyst_verified":  "documents_ready",
-    "research_complete": "documents_ready",
     "brainstorming":     "outcome_set",
     "analysis_enriched": "direction_approved",
     "ready_for_writing": "direction_approved",

scripts/calibrate_block_yod.py

@@ -0,0 +1,646 @@
+#!/usr/bin/env python3
+"""#212 (WS5 / Q1, INV-G8 eval-harness) — DEDICATED effort calibration for בלוק י'
+(block-yod, the discussion/decision block — דיון והכרעה).
+
+WHY A SEPARATE HARNESS (the #208 harness could NOT calibrate block-yod):
+  block-yod is the most important block — its effort is currently `xhigh`, set
+  "by feel" (block_writer.py:72), never empirically calibrated. The general #208
+  harness (scripts/calibrate_effort.py) EXCLUDES it from CALIBRATABLE_BLOCKS
+  because block_writer.write_block(case_id, "block-yod", …) raises
+      ValueError("לא ניתן לכתוב בלוק דיון ללא כיוון מאושר…")
+  — the discussion block requires an APPROVED DIRECTION (brainstorm →
+  approve_direction → decisions.direction_doc{"approved": True, …}) that the
+  calibration cases (the draft_final_pairs finals) do not have. So block-yod is
+  not calibratable standalone without first SUPPLYING a direction.
+
+WHAT THIS HARNESS ADDS over #208 — the DIRECTION-SUPPLY layer (read-only):
+  Before regenerating block-yod for a calibration case, it makes a usable
+  `direction_doc` available to write_block via a READ-ONLY DB OVERLAY (it
+  monkeypatches db.get_decision_by_case / db.get_decision FOR THIS PROCESS ONLY
+  to overlay the direction into the returned decision dict). NOTHING is written
+  to the DB — production case state is never mutated (no UPDATE), satisfying the
+  "do not pollute real case state" constraint. The overlay is reverted in a
+  finally block.
+
+  DIRECTION-SUPPLY STRATEGY (per-case, documented in the report):
+    1. STORED (preferred, most faithful): if the case's decision already carries
+       a usable approved direction (direction_doc.approved is truthy and it has a
+       selected_direction, OR the 8126-style schema with direction_id/structure),
+       use it verbatim. This is the production-faithful path.
+    2. RECONSTRUCTED (fallback, directional-only): otherwise synthesize a MINIMAL
+       direction_doc from the case's decision.outcome + the final's OWN discussion
+       section (the chair's signed reasoning is the ground truth for "what
+       direction was taken"). Clearly LABELLED reconstructed in the report → the
+       resulting numbers are directional, not faithful to a real brainstorm.
+       INV-LRN5: the reconstructed direction carries the case's OWN outcome +
+       a neutral pointer to its OWN final — no substance dragged across cases.
+
+  EMPIRICAL NOTE (measured on the current corpus, 2026-06-30): of the 8 finals,
+  only 8174-12-24 has a STORED approved direction — and its final has NO parsable
+  discussion section (0 words), so it is not scorable for block-yod anyway. The 7
+  finals that DO have a scorable discussion section all LACK a usable stored
+  direction. Hence the RECONSTRUCTED fallback is what makes this harness useful
+  today; --dry-run prints the per-case supply mode so the operator sees this.
+
+WHAT IT MEASURES (identical to #208, REUSED — no parallel metric path, G2):
+  Regenerate block-yod at each effort via block_writer.write_block(effort_override)
+  (the PRODUCTION generation path → claude_session.query → `claude -p`, pinned
+  Opus 4.8, local-only), then score vs the final's DISCUSSION section via
+  services.style_distance.block_distance_to_final (change_percent /
+  anti_pattern_total / golden_ratio_deviation_pp / composite distance). The
+  recommend_effort, aggregate_cell, _score_cell and direction-free scaffolding are
+  imported from calibrate_effort (#208) — this file only supplies the direction
+  and restricts the grid to block-yod.
+
+GENERATION PATH (do not violate — reference_claude_generation_path /
+claude_session docstring): write_block → claude_session.query → `claude -p` uses
+the local claude.ai session. It runs ONLY on the host where the `claude` CLI
+exists (NOT the legal-ai container, NOT a symlinked worktree without CLI access).
+Hence the live A/B is HOST-ONLY; --self-test proves the measurement +
+direction-supply logic offline with zero model calls.
+
+⚠️ SAMPLE-SIZE CAVEAT (honored, not hidden): very few cases have an uploaded
+final WITH a parsable discussion section. The report prints n_finals PROMINENTLY
+and labels the output DIRECTIONAL EVIDENCE, not a regression. With n<3 the
+recommendation is advisory only; the chair/operator decides whether to adopt.
+
+Usage (mcp-server venv; live needs POSTGRES + the `claude` CLI on the host):
+    PY=/home/chaim/legal-ai/mcp-server/.venv/bin/python
+    $PY scripts/calibrate_block_yod.py --self-test          # offline proof, no DB/CLI
+    $PY scripts/calibrate_block_yod.py --dry-run            # plan grid + supply modes (needs DB, no model)
+    POSTGRES_PASSWORD=… POSTGRES_HOST=127.0.0.1 POSTGRES_PORT=5433 \
+        $PY scripts/calibrate_block_yod.py                  # live A/B over finals (host-only)
+    … --efforts low,medium,high,xhigh                       # override the effort grid
+    … --case 1130-08-25                                     # a single case
+    … --repeats 2                                           # avg N gens/cell (noise)
+    … --allow-reconstructed false                           # STORED-direction cases only (faithful)
+"""
+from __future__ import annotations
+
+import argparse
+import asyncio
+import json
+import logging
+import os
+import sys
+from datetime import datetime
+from pathlib import Path
+from statistics import mean
+
+logger = logging.getLogger(__name__)
+
+REPO_ROOT = Path(__file__).resolve().parent.parent
+sys.path.insert(0, str(REPO_ROOT / "mcp-server" / "src"))
+sys.path.insert(0, str(REPO_ROOT / "scripts"))
+
+if "POSTGRES_URL" not in os.environ:
+    os.environ["POSTGRES_URL"] = (
+        f"postgres://{os.environ.get('POSTGRES_USER','legal_ai')}:"
+        f"{os.environ.get('POSTGRES_PASSWORD','')}@"
+        f"{os.environ.get('POSTGRES_HOST','127.0.0.1')}:"
+        f"{os.environ.get('POSTGRES_PORT','5433')}/"
+        f"{os.environ.get('POSTGRES_DB','legal_ai')}"
+    )
+
+# Reuse the #208 machinery wholesale (G2 — no parallel harness/metric path).
+# These are pure/offline-safe imports; calibrate_effort does no work at import.
+from calibrate_effort import (  # noqa: E402
+    IL_TZ,
+    OUT_DIR,
+    VALID_EFFORTS,
+    _current_default,
+    _finals_for_calibration,
+    _score_cell,
+    recommend_effort,
+)
+
+BLOCK_ID = "block-yod"
+SECTION = "discussion"  # block-yod's golden-ratio section (style_distance._BLOCK_TO_SECTION)
+DEFAULT_EFFORTS = ["low", "medium", "high", "xhigh"]
+
+
+# ── direction supply (the block-yod-specific piece) ──────────────────────────
+def _stored_direction_is_usable(direction_doc: dict | None) -> bool:
+    """True if the case's stored direction_doc can drive write_block(block-yod).
+
+    write_block gates on `direction_doc.get("approved")` being truthy. Two stored
+    schemas exist in the corpus:
+      • brainstorm schema (build_direction_doc): {"approved": True, "selected_direction": …}
+      • chair-approved schema (8126-style): {"direction_id", "direction_name",
+        "structure", "template", …} — has NO "approved" key, so write_block would
+        reject it as-is. We treat it as usable IFF it carries a concrete direction
+        (direction_id/direction_name), and _normalize_stored_direction() stamps
+        approved=True onto the OVERLAY copy (never the DB).
+    Empty / brainstorm-only ({"brainstorm": …, "approved": False}) → not usable.
+    """
+    dd = direction_doc or {}
+    if dd.get("approved") and (dd.get("selected_direction") or dd.get("reasoning")):
+        return True
+    if dd.get("direction_id") or dd.get("direction_name"):
+        return True
+    return False
+
+
+def _normalize_stored_direction(direction_doc: dict) -> dict:
+    """Return an overlay copy of a usable stored direction with approved=True.
+
+    Pure dict transform on a COPY — the real decisions.direction_doc is untouched.
+    The 8126-style schema lacks `approved`; stamping it here lets write_block's gate
+    pass without us mutating the DB.
+    """
+    dd = dict(direction_doc)
+    dd["approved"] = True
+    return dd
+
+
+def reconstruct_minimal_direction(outcome: str, final_discussion: str) -> dict:
+    """Build a MINIMAL, clearly-reconstructed direction_doc (fallback path).
+
+    Faithful enough to make write_block(block-yod) runnable, honest about being a
+    reconstruction: the chair's SIGNED final discussion is the ground truth for
+    "what direction was taken", and the case's OWN outcome fixes the structure.
+    INV-LRN5: case's own outcome + a neutral pointer to its own final only — no
+    cross-case substance. Pure (no DB/LLM) → unit-tested in --self-test.
+    """
+    from legal_mcp.services.lessons import OUTCOME_LABELS_HE, canonical_outcome
+
+    oc = canonical_outcome(outcome or "rejection")
+    snippet = " ".join((final_discussion or "").split()[:120])
+    return {
+        "approved": True,
+        "reconstructed": True,  # marker so the report can label it
+        "outcome": oc,
+        "outcome_hebrew": OUTCOME_LABELS_HE.get(oc, oc),
+        "reasoning": (
+            "כיוון משוחזר לצורך כיול-effort בלבד (לא סיעור-מוחות אמיתי): "
+            "התוצאה והכיוון נגזרים מההחלטה החתומה של היו\"ר בתיק זה. "
+            "תמצית פתיח-הדיון של הסופי: " + snippet
+        ),
+        "selected_direction": {
+            "name": f"כיוון משוחזר — {OUTCOME_LABELS_HE.get(oc, oc)}",
+            "reasoning": [
+                "שחזר את שלד-הנימוק מהדיון החתום של היו\"ר בתיק זה.",
+            ],
+            "precedents": [],
+        },
+        "additional_notes": (
+            "⚠️ כיוון משוחזר — תוצאת-הכיול היא עדות-כיוון, לא נאמנה למסמך-כיוון אמיתי."
+        ),
+    }
+
+
+def plan_direction_supply(
+    decision: dict | None,
+    outcome: str,
+    final_discussion: str,
+    allow_reconstructed: bool,
+) -> tuple[dict | None, str]:
+    """Decide how to supply block-yod's direction for one case.
+
+    Returns (overlay_direction_doc | None, mode) where mode ∈
+    {"stored", "reconstructed", "skip"}. Pure (no I/O) → unit-tested.
+    """
+    stored = (decision or {}).get("direction_doc")
+    if _stored_direction_is_usable(stored):
+        return _normalize_stored_direction(stored), "stored"
+    if allow_reconstructed and (final_discussion or "").strip():
+        return reconstruct_minimal_direction(outcome, final_discussion), "reconstructed"
+    return None, "skip"
+
+
+class _DirectionOverlay:
+    """Read-only overlay: make db.get_decision_by_case / db.get_decision return the
+    case's decision WITH `direction_doc` replaced by the supplied overlay — for the
+    target case_id only, for the duration of one cell. Reverted in __exit__.
+
+    write_block re-fetches the decision internally (block_writer.py:383), so passing
+    a direction dict in isn't enough — the DB read must yield it. We patch the read,
+    not the write: ZERO DB mutation (no UPDATE ever issued).
+    """
+
+    def __init__(self, case_id, direction_doc: dict):
+        self._case_id = str(case_id)
+        self._dir = direction_doc
+        self._orig_by_case = None
+        self._orig_by_id = None
+
+    def __enter__(self):
+        from legal_mcp.services import db
+
+        self._orig_by_case = db.get_decision_by_case
+        self._orig_by_id = db.get_decision
+
+        async def patched_by_case(case_id, _orig=self._orig_by_case):
+            dec = await _orig(case_id)
+            if dec and str(case_id) == self._case_id:
+                dec = dict(dec)
+                dec["direction_doc"] = self._dir
+            return dec
+
+        async def patched_by_id(decision_id, _orig=self._orig_by_id):
+            dec = await _orig(decision_id)
+            if dec and dec.get("case_id") == self._case_id:
+                dec = dict(dec)
+                dec["direction_doc"] = self._dir
+            return dec
+
+        db.get_decision_by_case = patched_by_case
+        db.get_decision = patched_by_id
+        return self
+
+    def __exit__(self, *exc):
+        from legal_mcp.services import db
+
+        if self._orig_by_case is not None:
+            db.get_decision_by_case = self._orig_by_case
+        if self._orig_by_id is not None:
+            db.get_decision = self._orig_by_id
+        return False
+
+
+async def _score_block_yod_cell(case_id, effort, final_section, final_total_words,
+                                outcome, repeats, direction_doc):
+    """Score one (case, block-yod, effort) cell with the direction overlaid.
+
+    Wraps the #208 _score_cell (REUSED) inside the read-only direction overlay so
+    write_block's approved-direction gate passes without DB mutation.
+    """
+    with _DirectionOverlay(case_id, direction_doc):
+        return await _score_cell(
+            case_id, BLOCK_ID, effort, final_section, final_total_words, outcome, repeats,
+        )
+
+
+# ── self-test (no DB, no model) ──────────────────────────────────────────────
+def _self_test() -> int:
+    ok = True
+
+    def chk(name, cond):
+        nonlocal ok
+        ok = ok and cond
+        print(f"  {name:50} {'ok' if cond else 'FAIL'}")
+
+    # measurement reuse: block_distance_to_final on the discussion section.
+    from legal_mcp.services.style_distance import block_distance_to_final, split_final_by_section
+
+    final_disc = "אנו סבורים כי דין הערר להידחות. כידוע, הלכה פסוקה היא. " * 30
+    d_same = block_distance_to_final(BLOCK_ID, final_disc, final_disc, "rejection",
+                                     section_target_total_words=len(final_disc.split()))
+    chk("identical regen ⇒ change_percent==0", d_same["change_percent"] == 0.0)
+    chk("identical regen ⇒ section==discussion", d_same["section"] == SECTION)
+
+    clean = "אין בידנו לקבל את הטענה. יחד עם זאת, מצאנו טעם. " * 20
+    dirty = "## כותרת\n- נקודה\n- נקודה\n* עוד\n### תת\n" * 10
+    d_clean = block_distance_to_final(BLOCK_ID, clean, final_disc, "rejection")
+    d_dirty = block_distance_to_final(BLOCK_ID, dirty, final_disc, "rejection")
+    chk("dirty regen ⇒ more anti-patterns", d_dirty["anti_pattern_total"] > d_clean["anti_pattern_total"])
+    chk("dirty regen ⇒ larger distance", d_dirty["distance"] > d_clean["distance"])
+
+    # ── direction-supply logic ──
+    chk("empty direction ⇒ not usable", not _stored_direction_is_usable({}))
+    chk("brainstorm-only ⇒ not usable",
+        not _stored_direction_is_usable({"brainstorm": {"directions": [1]}, "approved": False}))
+    chk("approved+selected ⇒ usable",
+        _stored_direction_is_usable({"approved": True, "selected_direction": {"name": "x"}}))
+    chk("8126-style (direction_id) ⇒ usable",
+        _stored_direction_is_usable({"direction_id": "d1", "structure": "..."}))
+
+    src = {"direction_id": "d1", "structure": "..."}
+    norm = _normalize_stored_direction(src)
+    chk("normalize stamps approved=True", norm["approved"] is True)
+    chk("normalize does not mutate source", "approved" not in src)
+
+    rec = reconstruct_minimal_direction("rejection", final_disc)
+    chk("reconstruct ⇒ approved", rec["approved"] is True)
+    chk("reconstruct ⇒ marked reconstructed", rec["reconstructed"] is True)
+    chk("reconstruct ⇒ canonical outcome", rec["outcome"] == "rejection")
+    chk("reconstruct ⇒ has selected_direction", bool(rec.get("selected_direction")))
+    chk("reconstruct ⇒ no cross-case precedents (INV-LRN5)",
+        rec["selected_direction"]["precedents"] == [])
+
+    # _build_direction_context must accept BOTH supply shapes (write_block uses it).
+    from legal_mcp.services.block_writer import _build_direction_context
+    ctx_recon = _build_direction_context({"direction_doc": rec})
+    chk("recon direction renders (not 'לא אושר')", "כיוון לא אושר" not in ctx_recon)
+    ctx_stored = _build_direction_context({"direction_doc": norm})
+    chk("stored(8126) direction renders", "כיוון לא אושר" not in ctx_stored)
+
+    # plan_direction_supply: stored wins; else reconstructed; else skip.
+    dd_stored = {"direction_doc": {"approved": True, "selected_direction": {"name": "x"}}}
+    _, m1 = plan_direction_supply(dd_stored, "rejection", final_disc, allow_reconstructed=True)
+    chk("plan: stored-direction case ⇒ stored", m1 == "stored")
+    _, m2 = plan_direction_supply({"direction_doc": {}}, "rejection", final_disc, True)
+    chk("plan: no stored + discussion ⇒ reconstructed", m2 == "reconstructed")
+    _, m3 = plan_direction_supply({"direction_doc": {}}, "rejection", final_disc, False)
+    chk("plan: no stored + reconstructed disabled ⇒ skip", m3 == "skip")
+    _, m4 = plan_direction_supply({"direction_doc": {}}, "rejection", "", True)
+    chk("plan: no stored + no discussion ⇒ skip", m4 == "skip")
+
+    # overlay monkeypatch installs + reverts cleanly (no live DB needed).
+    import legal_mcp.services.db as real_db
+    saved_bc, saved_bi = real_db.get_decision_by_case, real_db.get_decision
+
+    async def fake_by_case(cid):
+        return {"id": "d", "case_id": "C1", "direction_doc": {"approved": False}}
+
+    async def fake_by_id(did):
+        return {"id": "d", "case_id": "C1", "direction_doc": {"approved": False}}
+
+    real_db.get_decision_by_case = fake_by_case
+    real_db.get_decision = fake_by_id
+    try:
+        ov_dir = {"approved": True, "reconstructed": True}
+
+        async def _probe():
+            with _DirectionOverlay("C1", ov_dir):
+                d1 = await real_db.get_decision_by_case("C1")
+                d2 = await real_db.get_decision_by_case("OTHER")
+                d3 = await real_db.get_decision("d")
+                return d1, d2, d3
+
+        # --self-test is dispatched at the __main__ entry, OUTSIDE asyncio.run,
+        # so a plain asyncio.run here is safe (no enclosing event loop).
+        d1, d2, d3 = asyncio.run(_probe())
+        chk("overlay: target case gets overlaid direction", d1["direction_doc"]["approved"] is True)
+        chk("overlay: non-target case untouched", d2["direction_doc"]["approved"] is False)
+        chk("overlay: get_decision path overlaid", d3["direction_doc"]["reconstructed"] is True)
+        chk("overlay: reverted after context", real_db.get_decision_by_case is fake_by_case)
+    finally:
+        real_db.get_decision_by_case = saved_bc
+        real_db.get_decision = saved_bi
+
+    # reused #208 primitives still behave.
+    r = recommend_effort([
+        {"effort": "high", "distance": 0.22, "anti_pattern_total": 2, "change_percent": 25, "n": 1},
+        {"effort": "xhigh", "distance": 0.22, "anti_pattern_total": 1, "change_percent": 22, "n": 1},
+    ])
+    chk("recommend tie → fewer anti-patterns", r["effort"] == "xhigh")
+    chk("current default for block-yod == xhigh", _current_default(BLOCK_ID) == "xhigh")
+    secs = split_final_by_section(
+        "רקע עובדתי\nהמקרקעין. " * 8 + "\n\nדיון והכרעה\nאנו סבורים. " * 8)
+    chk("split returns golden sections only",
+        set(secs).issubset({"background", "claims", "discussion", "summary"}))
+
+    print("ALL PASS" if ok else "*** FAILURES ***")
+    return 0 if ok else 1
+
+
+# ── live A/B (host-only — needs DB + `claude` CLI) ───────────────────────────
+async def _gather_cases(case_filter, allow_reconstructed):
+    """Build per-case metadata + direction-supply plan over the finals."""
+    from uuid import UUID
+    from legal_mcp.services import db
+    from legal_mcp.services.lessons import canonical_outcome
+    from legal_mcp.services.style_distance import split_final_by_section
+
+    finals = await _finals_for_calibration(case_filter)
+    cases = []
+    for f in finals:
+        case = await db.get_case_by_number(f["case_number"]) if f.get("case_number") else None
+        if not case:
+            continue
+        decision = await db.get_decision_by_case(UUID(case["id"]))
+        outcome = canonical_outcome((decision or {}).get("outcome", "rejection"))
+        sections = split_final_by_section(f.get("final_text", ""))
+        final_discussion = sections.get(SECTION, "")
+        final_total_words = len((f.get("final_text", "") or "").split())
+        overlay, mode = plan_direction_supply(
+            decision, outcome, final_discussion, allow_reconstructed)
+        cases.append({
+            "case_number": f["case_number"],
+            "case_id": case["id"],
+            "outcome": outcome,
+            "final_discussion": final_discussion,
+            "final_discussion_words": len(final_discussion.split()),
+            "final_total_words": final_total_words,
+            "direction": overlay,
+            "supply_mode": mode,
+            # scorable IFF it has a discussion section AND a supplied direction.
+            "scorable": bool(final_discussion.strip() and overlay is not None),
+        })
+    return cases
+
+
+async def _run(args, ts):
+    from uuid import UUID
+
+    cases = await _gather_cases(args.case, args.allow_reconstructed)
+    scorable = [c for c in cases if c["scorable"]]
+
+    grid_summary = {
+        "block": BLOCK_ID,
+        "section": SECTION,
+        "n_finals": len(cases),
+        "n_scorable": len(scorable),
+        "current_default": _current_default(BLOCK_ID),
+        "efforts": args.efforts,
+        "repeats": args.repeats,
+        "total_generations": len(scorable) * len(args.efforts) * args.repeats,
+        "allow_reconstructed": args.allow_reconstructed,
+        "cases": [
+            {"case_number": c["case_number"], "supply_mode": c["supply_mode"],
+             "scorable": c["scorable"], "outcome": c["outcome"],
+             "discussion_words": c["final_discussion_words"]}
+            for c in cases
+        ],
+    }
+
+    if args.dry_run:
+        return {"dry_run": True, "grid": grid_summary, "by_effort": []}
+
+    per_effort_runs = {e: [] for e in args.efforts}
+    per_case = []
+    for c in scorable:
+        case_cells = []
+        for effort in args.efforts:
+            # Per-cell guard (INV-G8): any single (case, effort) failure — a
+            # transient rate-limit, a too-large prompt, an unexpected raise — is
+            # logged and skipped, never allowed to abort the whole run.
+            try:
+                cell = await _score_block_yod_cell(
+                    UUID(c["case_id"]), effort, c["final_discussion"],
+                    c["final_total_words"], c["outcome"], args.repeats, c["direction"],
+                )
+            except Exception as exc:  # noqa: BLE001 — harness must survive any cell failure
+                logger.warning(
+                    "block-yod cell skipped: case=%s effort=%s mode=%s — %s",
+                    c["case_number"], effort, c["supply_mode"], exc,
+                )
+                continue
+            per_effort_runs[effort].append(cell)
+            case_cells.append({k: cell[k] for k in
+                               ("effort", "distance", "anti_pattern_total",
+                                "change_percent", "golden_ratio_deviation_pp", "n")})
+        per_case.append({"case_number": c["case_number"],
+                         "supply_mode": c["supply_mode"], "cells": case_cells})
+
+        # Incremental persistence (INV-G8): flush after EACH case so a crash later
+        # never loses cases already generated. _write_report tolerates partial rows.
+        try:
+            _write_report({"dry_run": False, "grid": grid_summary,
+                           "by_effort": _effort_rows(per_effort_runs, args.efforts),
+                           "per_case": per_case,
+                           "recommended": (recommend_effort(_effort_rows(per_effort_runs, args.efforts)) or {}).get("effort")},
+                          ts)
+        except Exception as exc:  # noqa: BLE001 — a write hiccup must not abort the run
+            logger.warning("incremental report write failed after case=%s — %s",
+                           c["case_number"], exc)
+
+    effort_rows = _effort_rows(per_effort_runs, args.efforts)
+    rec = recommend_effort(effort_rows)
+    return {"dry_run": False, "grid": grid_summary, "by_effort": effort_rows,
+            "per_case": per_case, "recommended": rec["effort"] if rec else None}
+
+
+def _effort_rows(per_effort_runs, efforts):
+    """Mean each metric across cases for each effort → one comparable row/effort."""
+    rows = []
+    for effort in efforts:
+        cells = per_effort_runs[effort]
+        if not cells:
+            continue
+        ratios = [c["golden_ratio_deviation_pp"] for c in cells
+                  if c.get("golden_ratio_deviation_pp") is not None]
+        rows.append({
+            "effort": effort,
+            "distance": round(mean(c["distance"] for c in cells), 4),
+            "anti_pattern_total": round(mean(c["anti_pattern_total"] for c in cells), 2),
+            "change_percent": round(mean(c["change_percent"] for c in cells), 2),
+            "golden_ratio_deviation_pp": round(mean(ratios), 2) if ratios else None,
+            "n": len(cells),
+        })
+    return rows
+
+
+# ── report ───────────────────────────────────────────────────────────────────
+def _ts():
+    return datetime.now(IL_TZ).strftime("%Y%m%dT%H%M%S-IL")
+
+
+def _write_report(result, ts):
+    OUT_DIR.mkdir(parents=True, exist_ok=True)
+    jp = OUT_DIR / f"block-yod-calibration-{ts}.json"
+    mp = OUT_DIR / f"block-yod-calibration-{ts}.md"
+    jp.write_text(json.dumps(result, ensure_ascii=False, indent=2), encoding="utf-8")
+
+    g = result["grid"]
+    il_now = datetime.now(IL_TZ).strftime("%Y-%m-%d %H:%M")
+    n_recon = sum(1 for c in g["cases"] if c["supply_mode"] == "reconstructed")
+    n_stored = sum(1 for c in g["cases"] if c["supply_mode"] == "stored")
+    n_skip = sum(1 for c in g["cases"] if c["supply_mode"] == "skip")
+    lines = [
+        f"# #212 — כיול effort לבלוק י' (דיון והכרעה) מול הסופיים — {ts}\n",
+        f"> נוצר: {il_now} (שעון ישראל · Asia/Jerusalem)\n",
+        f"> ⚠️ **גודל-מדגם: {g['n_scorable']} תיקים ניתנים-לכיול** "
+        f"(מתוך {g['n_finals']} סופיים). זוהי **עדות-כיוון, לא רגרסיה**. "
+        "ההמלצה אדוויזורית; ההכרעה בידי היו\"ר/המפעיל.\n",
+        f"> אספקת-כיוון: {n_stored} מאוחסן · {n_recon} משוחזר · {n_skip} מדולג. "
+        "כיוון **משוחזר** = נגזר מתוצאת-ההחלטה + פתיח-הדיון של הסופי באותו תיק "
+        "(לא סיעור-מוחות אמיתי) → התוצאה נאמנה-לכיוון פחות מתיק עם כיוון-מאושר שמור.\n",
+        f"- בלוק: {g['block']} (section={g['section']}) · ברירת-מחדל נוכחית: "
+        f"**{g['current_default'] or '—'}** (נקבע 'by feel', block_writer.py:72)",
+        f"- efforts: {', '.join(g['efforts'])} · repeats/cell: {g['repeats']}",
+        f"- סך ייצורי-מודל: {g['total_generations']}",
+        "",
+        "## אספקת-כיוון per-תיק\n",
+        "| case | supply_mode | discussion_words | outcome | scorable |",
+        "|---|---|---|---|---|",
+    ]
+    for c in g["cases"]:
+        lines.append(
+            f"| {c['case_number']} | {c['supply_mode']} | {c['discussion_words']} | "
+            f"{c['outcome']} | {'✓' if c['scorable'] else '—'} |")
+    lines.append("")
+
+    if result.get("dry_run"):
+        lines += ["## DRY-RUN — תכנון הגריד בלבד (ללא ייצור)\n",
+                  f"- תיקים ניתנים-לכיול: **{g['n_scorable']}** · "
+                  f"ייצורים מתוכננים: **{g['total_generations']}**",
+                  ""]
+        mp.write_text("\n".join(lines) + "\n", encoding="utf-8")
+        return jp, mp
+
+    rec = result.get("recommended") or "—"
+    mark = "" if rec == g["current_default"] else " ⬅︎ שינוי מומלץ"
+    lines += [
+        f"## המלצה: effort = **{rec}**{mark}  (current = {g['current_default'] or '—'})\n",
+        "## טבלת effort (distance נמוך = קרוב יותר לדיון של דפנה)\n",
+        "| effort | distance | anti_total | change% | ratioΔpp | n |",
+        "|---|---|---|---|---|---|",
+    ]
+    for r in result.get("by_effort", []):
+        star = " ⭐" if r["effort"] == result.get("recommended") else ""
+        ratio = r["golden_ratio_deviation_pp"]
+        lines.append(
+            f"| {r['effort']}{star} | {r['distance']:.4f} | {r['anti_pattern_total']} | "
+            f"{r['change_percent']} | {ratio if ratio is not None else '—'} | {r['n']} |")
+    lines.append("")
+    lines += ["## פירוט per-תיק\n", "| case | mode | effort | distance | anti | change% |",
+              "|---|---|---|---|---|---|"]
+    for pc in result.get("per_case", []):
+        for cell in pc["cells"]:
+            lines.append(
+                f"| {pc['case_number']} | {pc['supply_mode']} | {cell['effort']} | "
+                f"{cell['distance']:.4f} | {cell['anti_pattern_total']} | {cell['change_percent']} |")
+    lines.append("")
+    lines.append("> change% מערבב סגנון עם שלמות-תוכן (07-learning §0.7); "
+                 "anti_total הוא הסיגנל הנקי-יותר לסגנון. תיקים עם supply_mode=reconstructed "
+                 "תורמים עדות-כיוון בלבד.\n")
+    mp.write_text("\n".join(lines) + "\n", encoding="utf-8")
+    return jp, mp
+
+
+async def main() -> int:
+    ap = argparse.ArgumentParser(description="#212 block-yod (discussion) effort calibration harness")
+    ap.add_argument("--self-test", action="store_true",
+                    help="offline measurement + direction-supply proof (no DB/CLI)")
+    ap.add_argument("--dry-run", action="store_true",
+                    help="plan the grid + per-case direction-supply mode, no model calls (needs DB)")
+    ap.add_argument("--efforts", default=",".join(DEFAULT_EFFORTS),
+                    help=f"comma effort grid (default {','.join(DEFAULT_EFFORTS)})")
+    ap.add_argument("--case", default=None, help="restrict to a single case_number")
+    ap.add_argument("--repeats", type=int, default=1, help="generations per cell (avg out gen noise)")
+    ap.add_argument("--allow-reconstructed", default="true",
+                    help="true|false — allow the reconstructed-direction fallback (default true). "
+                         "false = STORED-direction cases only (most faithful, may yield 0 cells).")
+    args = ap.parse_args()
+
+    logging.basicConfig(level=logging.INFO, format="%(asctime)s %(levelname)s %(message)s")
+
+    args.efforts = [e.strip() for e in args.efforts.split(",") if e.strip()]
+    bad = [e for e in args.efforts if e not in VALID_EFFORTS]
+    if bad:
+        print(f"invalid effort(s): {bad}. valid: {sorted(VALID_EFFORTS)}", file=sys.stderr)
+        return 2
+    args.allow_reconstructed = str(args.allow_reconstructed).strip().lower() in ("1", "true", "yes", "y")
+
+    ts = _ts()
+    result = await _run(args, ts)
+    jp, mp = _write_report(result, ts)
+
+    g = result["grid"]
+    print(f"BLOCK-YOD CALIBRATION: {g['n_scorable']}/{g['n_finals']} scorable finals — "
+          "DIRECTIONAL EVIDENCE, not a regression")
+    n_recon = sum(1 for c in g["cases"] if c["supply_mode"] == "reconstructed")
+    n_stored = sum(1 for c in g["cases"] if c["supply_mode"] == "stored")
+    print(f"  direction supply: {n_stored} stored · {n_recon} reconstructed · "
+          f"{sum(1 for c in g['cases'] if c['supply_mode']=='skip')} skipped")
+    if g["n_scorable"] == 0:
+        print("  no scorable finals (need a parsable discussion section + a suppliable direction).")
+    elif result.get("dry_run"):
+        print(f"  dry-run: {g['total_generations']} generations planned "
+              f"({len(g['efforts'])} efforts × {g['n_scorable']} cases × {g['repeats']} repeats)")
+    else:
+        print(f"  current default={g['current_default']} → recommended={result.get('recommended')}")
+    print(f"  report: {mp}")
+    return 0
+
+
+if __name__ == "__main__":
+    # --self-test is OFFLINE and synchronous (it spins its own short-lived loop for
+    # the overlay probe), so dispatch it BEFORE asyncio.run(main()) — otherwise the
+    # probe's asyncio.run would nest inside main's running loop.
+    if "--self-test" in sys.argv:
+        logging.basicConfig(level=logging.INFO, format="%(asctime)s %(levelname)s %(message)s")
+        sys.exit(_self_test())
+    sys.exit(asyncio.run(main()))

scripts/calibrate_effort.py

@@ -19,9 +19,15 @@ WHAT IT MEASURES (per (case, block, effort) cell — the A/B grid):
     • distance                 — normalized composite (lower = closer to Dafna)
   No parallel metric path: it reuses style_distance + learning_loop (G2).
 
-RECOMMENDATION: for each block, the effort with the lowest MEAN composite distance
-across cases (ties → fewer anti-patterns → lower change_percent). Reported next to
-the #204 current default so a regression/improvement is visible.
+RECOMMENDATION (#213 — STYLE-CLEAN, anti-primary): for each block, the effort is
+ranked by `anti_pattern_total` FIRST (the clean Dafna-style-rule-violation count),
+then `golden_ratio_deviation_pp` (structural-style), and `distance` only as a faint
+final tiebreak. `change_percent` is REPORTED-NOT-RANKED: per 07-learning §0.7 it
+mixes style with content-completeness (a case's missing facts the model can't know)
+→ noise for STYLE. The pick carries a `confidence` flag ("clear"/"weak"): a pick
+whose anti-pattern lead over the runner-up is within noise is flagged "weak" so an
+over-claimed pick (the old block-zayin "low") is never shown as confident. Reported
+next to the #204 current default so a regression/improvement is visible.
 
 ⚠️ SAMPLE-SIZE CAVEAT (honored, not hidden): very few cases have an uploaded final
 (draft_final_pairs.final_text non-empty). The report prints n_finals PROMINENTLY and
@@ -94,20 +100,66 @@ VALID_EFFORTS = {"low", "medium", "high", "xhigh", "max"}
 
 
 # ── pure helpers (offline-testable) ──────────────────────────────────────────
-def recommend_effort(cells: list[dict]) -> dict | None:
-    """Pick the best effort for ONE block from its scored cells.
+# Style-clean ranking epsilon (#213). Confidence in a pick = how far the best
+# effort's anti_pattern_total beats the 2nd-best. We call a pick "clear" only when
+# that margin clears a floor that is itself the LARGER of:
+#   • an absolute floor (≥0.5 avg anti-patterns — a half-violation per case), and
+#   • a fraction of the spread across efforts (best can't claim a lead that is mere
+#     noise on a block whose efforts barely differ).
+# Below that → "weak" (within noise; nominal pick still reported, but flagged so a
+# within-noise pick is never shown as confident). Documented in the docstring.
+CONFIDENCE_ABS_FLOOR = 0.5       # avg anti-patterns (a half-violation per case)
+CONFIDENCE_SPREAD_FRACTION = 0.20  # of the across-effort anti spread
 
-    cells: [{"effort","distance","anti_pattern_total","change_percent","n"}].
-    Lowest mean composite distance wins; ties broken by fewer anti-patterns,
-    then lower change_percent. Pure → unit-tested in --self-test.
+
+def _anti_confidence(rows: list[dict]) -> tuple[str, float, float]:
+    """Confidence that the anti-primary pick is real, not within-noise.
+
+    Returns (confidence, margin, epsilon) where confidence ∈ {"clear","weak"}.
+    margin = (2nd-best anti) − (best anti); epsilon = the bar margin must clear.
+    A single effort (no rival) is trivially "clear". Pure → unit-tested.
+    """
+    if len(rows) < 2:
+        return "clear", float("inf"), 0.0
+    antis = sorted(r["anti_pattern_total"] for r in rows)
+    best, second = antis[0], antis[1]
+    margin = second - best
+    spread = antis[-1] - antis[0]
+    epsilon = max(CONFIDENCE_ABS_FLOOR, CONFIDENCE_SPREAD_FRACTION * spread)
+    return ("clear" if margin >= epsilon else "weak"), round(margin, 4), round(epsilon, 4)
+
+
+def recommend_effort(cells: list[dict]) -> dict | None:
+    """Pick the STYLE-CLEANEST effort for ONE block from its scored cells (#213).
+
+    cells: [{"effort","distance","anti_pattern_total","change_percent",
+             "golden_ratio_deviation_pp","n"}].
+
+    Ranking key (style-clean, G8 / 07-learning §0.7) — change_percent is EXCLUDED
+    from the ranking (it mixes style with content-completeness; reported only):
+      1. PRIMARY  anti_pattern_total           (↑ fewer Dafna-style violations = better)
+      2. SECONDARY golden_ratio_deviation_pp   (↑ structural-style; None → +inf worst)
+      3. TIEBREAK distance                     (↑ faint final tiebreak only)
+
+    Returns the winning row dict (so callers reading ["effort"] keep working) with
+    two added keys: ``confidence`` ∈ {"clear","weak"} and ``confidence_margin`` —
+    so a within-noise pick is never presented as confident. Pure → unit-tested.
     """
     if not cells:
         return None
     ranked = sorted(
         cells,
-        key=lambda c: (c["distance"], c["anti_pattern_total"], c["change_percent"]),
+        key=lambda c: (
+            c["anti_pattern_total"],
+            c["golden_ratio_deviation_pp"] if c.get("golden_ratio_deviation_pp") is not None else float("inf"),
+            c["distance"],
+        ),
     )
-    return ranked[0]
+    best = dict(ranked[0])
+    conf, margin, _eps = _anti_confidence(cells)
+    best["confidence"] = conf
+    best["confidence_margin"] = margin
+    return best
 
 
 def aggregate_cell(per_run: list[dict]) -> dict:
@@ -133,6 +185,88 @@ def _current_default(block_id: str) -> str | None:
     return cfg.get("effort", DEFAULT_EFFORT)
 
 
+# ── re-rank a saved report (offline — NO LLM, NO DB) ─────────────────────────
+def rerank_saved(saved: dict) -> dict:
+    """Re-apply the CURRENT (#213) recommend_effort to a saved calibration report.
+
+    Reads the per-(block,effort) rows that the run already persisted
+    (distance/anti/change%/ratioΔ/n) and recomputes recommended + confidence — no
+    regeneration, no model, no DB. Lets a past run be re-ranked under the new
+    style-clean key. Returns {"block_id": {old, new, confidence, confidence_margin,
+    current_default, efforts}}. Pure → unit-tested in --self-test.
+    """
+    out: dict[str, dict] = {}
+    for block_id, bd in (saved.get("by_block") or {}).items():
+        rows = bd.get("efforts") or []
+        rec = recommend_effort(rows)
+        out[block_id] = {
+            "section": bd.get("section"),
+            "current_default": bd.get("current_default"),
+            "old_recommended": bd.get("recommended"),
+            "new_recommended": rec["effort"] if rec else None,
+            "confidence": rec["confidence"] if rec else None,
+            "confidence_margin": rec.get("confidence_margin") if rec else None,
+            "efforts": rows,
+        }
+    return out
+
+
+def _render_rerank_md(saved: dict, reranked: dict, src: Path) -> str:
+    g = saved.get("grid", {})
+    finals = g.get("finals", [])
+    lines = [
+        f"# #213 — re-rank של {src.name} (style-clean, anti-primary · OFFLINE)\n",
+        f"> מקור: `{src.name}` · {g.get('n_finals','?')} סופיים "
+        f"({', '.join(finals) or '—'}) · ללא LLM/DB — דירוג-מחדש בלבד.\n",
+        "## old pick → new pick (+confidence)\n",
+        "| block | section | current | old pick | **new pick** | confidence | n |",
+        "|---|---|---|---|---|---|---|",
+    ]
+    for b, rd in reranked.items():
+        old = rd.get("old_recommended") or "—"
+        new = rd.get("new_recommended") or "—"
+        mark = "" if new == old else " ⬅︎"
+        conf = rd.get("confidence")
+        conf_cell = {"clear": "clear", "weak": "⚠️ weak (within-noise)"}.get(conf, "—")
+        n_b = rd["efforts"][0]["n"] if rd.get("efforts") else 0
+        lines.append(
+            f"| {b} | {rd.get('section') or '—'} | {rd.get('current_default') or '—'} | "
+            f"{old} | **{new}**{mark} | {conf_cell} | {n_b} |")
+    lines.append("")
+    for b, rd in reranked.items():
+        if not rd.get("efforts"):
+            continue
+        lines += [f"### {b} ({rd.get('section') or '—'})\n",
+                  "| effort | distance | anti_total | change% (reported) | ratioΔpp | n |",
+                  "|---|---|---|---|---|---|"]
+        for r in rd["efforts"]:
+            star = " ⭐" if r["effort"] == rd.get("new_recommended") else ""
+            ratio = r.get("golden_ratio_deviation_pp")
+            lines.append(
+                f"| {r['effort']}{star} | {r['distance']:.4f} | {r['anti_pattern_total']} | "
+                f"{r['change_percent']} | {ratio if ratio is not None else '—'} | {r['n']} |")
+        lines.append("")
+    lines.append("> דירוג **style-clean** (#213): anti_total ראשי → ratioΔ → distance (tiebreak); "
+                 "**change% מדווח-לא-מדורג** (07-learning §0.7); "
+                 "confidence=⚠️weak ⇒ הובלת-anti < epsilon = max(0.5, 0.20·spread).\n")
+    return "\n".join(lines) + "\n"
+
+
+def _do_rerank(path: Path) -> int:
+    """--rerank entry: load a saved report, re-rank offline, print + write *-reranked.md."""
+    if not path.exists():
+        print(f"rerank: file not found: {path}", file=sys.stderr)
+        return 2
+    saved = json.loads(path.read_text(encoding="utf-8"))
+    reranked = rerank_saved(saved)
+    md = _render_rerank_md(saved, reranked, path)
+    print(md)
+    out = path.with_name(path.stem + "-reranked.md")
+    out.write_text(md, encoding="utf-8")
+    print(f"  reranked report written: {out}", file=sys.stderr)
+    return 0
+
+
 # ── self-test (no DB, no model) ──────────────────────────────────────────────
 def _self_test() -> int:
     ok = True
@@ -180,16 +314,66 @@ def _self_test() -> int:
         {"background", "claims", "discussion", "summary"}))
     chk("split found ≥1 section", len(secs) >= 1)
 
-    # recommend_effort: lowest distance wins; tie → fewer anti-patterns.
+    # recommend_effort (#213, style-clean): anti_pattern_total is PRIMARY — the
+    # effort with the FEWEST style violations wins, even if its distance is higher.
     rec = recommend_effort([
-        {"effort": "low", "distance": 0.40, "anti_pattern_total": 5, "change_percent": 40, "n": 1},
-        {"effort": "high", "distance": 0.20, "anti_pattern_total": 2, "change_percent": 25, "n": 1},
-        {"effort": "xhigh", "distance": 0.20, "anti_pattern_total": 1, "change_percent": 22, "n": 1},
+        {"effort": "low", "distance": 0.20, "anti_pattern_total": 5, "change_percent": 22,
+         "golden_ratio_deviation_pp": 3.0, "n": 1},
+        {"effort": "high", "distance": 0.40, "anti_pattern_total": 2, "change_percent": 40,
+         "golden_ratio_deviation_pp": 5.0, "n": 1},
+        {"effort": "xhigh", "distance": 0.50, "anti_pattern_total": 1, "change_percent": 50,
+         "golden_ratio_deviation_pp": 9.0, "n": 1},
     ])
-    chk("recommend picks lowest distance", rec["distance"] == 0.20)
-    chk("recommend tie → fewer anti-patterns", rec["effort"] == "xhigh")
+    chk("recommend: anti-primary (not distance)", rec["effort"] == "xhigh")
+    chk("recommend: change_percent NOT ranked", rec["distance"] == 0.50)  # worst distance still won
     chk("recommend empty ⇒ None", recommend_effort([]) is None)
 
+    # SECONDARY = golden_ratio_deviation_pp when anti ties; distance only as last tiebreak.
+    rec_tie = recommend_effort([
+        {"effort": "low", "distance": 0.10, "anti_pattern_total": 3, "change_percent": 10,
+         "golden_ratio_deviation_pp": 8.0, "n": 1},
+        {"effort": "high", "distance": 0.90, "anti_pattern_total": 3, "change_percent": 90,
+         "golden_ratio_deviation_pp": 2.0, "n": 1},
+    ])
+    chk("recommend: ratio breaks anti-tie", rec_tie["effort"] == "high")
+    rec_ratio_tie = recommend_effort([
+        {"effort": "low", "distance": 0.30, "anti_pattern_total": 3, "change_percent": 10,
+         "golden_ratio_deviation_pp": 5.0, "n": 1},
+        {"effort": "high", "distance": 0.10, "anti_pattern_total": 3, "change_percent": 90,
+         "golden_ratio_deviation_pp": 5.0, "n": 1},
+    ])
+    chk("recommend: distance breaks final tie", rec_ratio_tie["effort"] == "high")
+    # None ratio is treated as worst (never beats a real deviation on the secondary key).
+    rec_none = recommend_effort([
+        {"effort": "low", "distance": 0.10, "anti_pattern_total": 2, "change_percent": 10,
+         "golden_ratio_deviation_pp": None, "n": 1},
+        {"effort": "high", "distance": 0.90, "anti_pattern_total": 2, "change_percent": 90,
+         "golden_ratio_deviation_pp": 4.0, "n": 1},
+    ])
+    chk("recommend: None ratio is worst", rec_none["effort"] == "high")
+
+    # confidence flag (#213): a clear anti lead ⇒ "clear"; within-noise ⇒ "weak".
+    rec_clear = recommend_effort([
+        {"effort": "low", "distance": 0.5, "anti_pattern_total": 1.0, "change_percent": 50,
+         "golden_ratio_deviation_pp": 5.0, "n": 5},
+        {"effort": "high", "distance": 0.5, "anti_pattern_total": 4.0, "change_percent": 50,
+         "golden_ratio_deviation_pp": 5.0, "n": 5},
+    ])
+    chk("confidence: big anti lead ⇒ clear", rec_clear["confidence"] == "clear")
+    rec_weak = recommend_effort([
+        {"effort": "low", "distance": 0.4, "anti_pattern_total": 3.6, "change_percent": 93,
+         "golden_ratio_deviation_pp": 6.7, "n": 5},
+        {"effort": "xhigh", "distance": 0.5, "anti_pattern_total": 3.6, "change_percent": 102,
+         "golden_ratio_deviation_pp": 6.6, "n": 5},
+        {"effort": "high", "distance": 0.53, "anti_pattern_total": 3.8, "change_percent": 104,
+         "golden_ratio_deviation_pp": 5.7, "n": 5},
+    ])
+    chk("confidence: anti tie ⇒ weak", rec_weak["confidence"] == "weak")
+    rec_single = recommend_effort([
+        {"effort": "low", "distance": 0.4, "anti_pattern_total": 2.0, "change_percent": 50,
+         "golden_ratio_deviation_pp": 5.0, "n": 5}])
+    chk("confidence: single effort ⇒ clear", rec_single["confidence"] == "clear")
+
     # aggregate_cell: means + ratio drops Nones, keeps n.
     agg = aggregate_cell([
         {"distance": 0.2, "anti_pattern_total": 2, "change_percent": 20, "golden_ratio_deviation_pp": 3.0},
@@ -199,6 +383,23 @@ def _self_test() -> int:
     chk("aggregate n counted", agg["n"] == 2)
     chk("aggregate ratio skips None", agg["golden_ratio_deviation_pp"] == 3.0)
 
+    # rerank_saved: re-applies the new key to a saved report's stored rows, no I/O.
+    # Mimics the real 8-final block-vav rows: low has fewest anti by a clear margin.
+    saved = {"grid": {"n_finals": 7, "finals": ["x"]}, "by_block": {
+        "block-vav": {"section": "background", "current_default": "medium",
+                      "recommended": "low", "efforts": [
+            {"effort": "low", "distance": 0.4454, "anti_pattern_total": 1.57, "change_percent": 87.39, "golden_ratio_deviation_pp": 6.33, "n": 7},
+            {"effort": "medium", "distance": 0.4749, "anti_pattern_total": 2.29, "change_percent": 87.76, "golden_ratio_deviation_pp": 6.37, "n": 7},
+            {"effort": "high", "distance": 0.5381, "anti_pattern_total": 4.14, "change_percent": 90.69, "golden_ratio_deviation_pp": 5.99, "n": 7},
+            {"effort": "xhigh", "distance": 0.5413, "anti_pattern_total": 4.57, "change_percent": 89.53, "golden_ratio_deviation_pp": 6.41, "n": 7},
+        ]},
+    }}
+    rr = rerank_saved(saved)
+    chk("rerank: block-vav stays low", rr["block-vav"]["new_recommended"] == "low")
+    chk("rerank: block-vav clear (anti lead)", rr["block-vav"]["confidence"] == "clear")
+    chk("rerank: keeps old pick for diff", rr["block-vav"]["old_recommended"] == "low")
+    chk("rerank: renders markdown", "new pick" in _render_rerank_md(saved, rr, Path("x.json")))
+
     print("ALL PASS" if ok else "*** FAILURES ***")
     return 0 if ok else 1
 
@@ -329,6 +530,8 @@ async def _run(args, ts: str) -> dict:
             "section": section,
             "current_default": _current_default(block_id),
             "recommended": rec["effort"] if rec else None,
+            "confidence": rec["confidence"] if rec else None,
+            "confidence_margin": rec.get("confidence_margin") if rec else None,
             "efforts": effort_rows,
             "per_case": per_case,
         }
@@ -386,13 +589,18 @@ def _write_report(result: dict, ts: str) -> tuple[Path, Path]:
         mp.write_text("\n".join(lines) + "\n", encoding="utf-8")
         return jp, mp
 
-    lines += ["## המלצה per-בלוק (distance נמוך = קרוב יותר לדפנה)\n",
-              "| block | section | current | **recommended** | n |", "|---|---|---|---|---|"]
+    lines += ["## המלצה per-בלוק (style-clean: anti_pattern_total ראשי — #213)\n",
+              "| block | section | current | **recommended** | confidence | n |",
+              "|---|---|---|---|---|---|"]
     for b, bd in result["by_block"].items():
         rec = bd.get("recommended") or "—"
         mark = "" if rec == bd.get("current_default") else " ⬅︎"
+        conf = bd.get("confidence")
+        conf_cell = {"clear": "clear", "weak": "⚠️ weak (within-noise)"}.get(conf, "—")
         n_b = bd["efforts"][0]["n"] if bd.get("efforts") else 0
-        lines.append(f"| {b} | {bd.get('section','')} | {bd.get('current_default') or '—'} | **{rec}**{mark} | {n_b} |")
+        lines.append(
+            f"| {b} | {bd.get('section','')} | {bd.get('current_default') or '—'} | "
+            f"**{rec}**{mark} | {conf_cell} | {n_b} |")
     lines.append("")
     for b, bd in result["by_block"].items():
         lines += [f"### {b} ({bd.get('section','')})\n",
@@ -405,8 +613,10 @@ def _write_report(result: dict, ts: str) -> tuple[Path, Path]:
                 f"| {r['effort']}{star} | {r['distance']:.4f} | {r['anti_pattern_total']} | "
                 f"{r['change_percent']} | {ratio if ratio is not None else '—'} | {r['n']} |")
         lines.append("")
-    lines.append("> change% מערבב סגנון עם שלמות-תוכן (07-learning §0.7); "
-                 "anti_total הוא הסיגנל הנקי-יותר לסגנון.\n")
+    lines.append("> דירוג-ההמלצה **style-clean** (#213): anti_total ראשי → ratioΔ → distance (tiebreak). "
+                 "**change% מדווח-לא-מדורג** — מערבב סגנון עם שלמות-תוכן (07-learning §0.7), "
+                 "anti_total הוא הסיגנל הנקי-לסגנון. confidence=⚠️weak ⇒ הבחירה בתוך-הרעש "
+                 "(ההובלה ב-anti קטנה מ-epsilon = max(0.5, 0.20·spread)).\n")
     mp.write_text("\n".join(lines) + "\n", encoding="utf-8")
     return jp, mp
 
@@ -414,6 +624,8 @@ def _write_report(result: dict, ts: str) -> tuple[Path, Path]:
 async def main() -> int:
     ap = argparse.ArgumentParser(description="#208 model/effort calibration harness")
     ap.add_argument("--self-test", action="store_true", help="offline measurement-logic proof (no DB/CLI)")
+    ap.add_argument("--rerank", metavar="REPORT.json", default=None,
+                    help="re-rank a saved calibration JSON under the current style-clean key (no LLM/DB)")
     ap.add_argument("--dry-run", action="store_true", help="plan the A/B grid over existing finals, no model calls")
     ap.add_argument("--efforts", default=",".join(DEFAULT_EFFORTS),
                     help=f"comma effort grid (default {','.join(DEFAULT_EFFORTS)})")
@@ -428,6 +640,9 @@ async def main() -> int:
     if args.self_test:
         return _self_test()
 
+    if args.rerank:
+        return _do_rerank(Path(args.rerank))
+
     args.efforts = [e.strip() for e in args.efforts.split(",") if e.strip()]
     bad = [e for e in args.efforts if e not in VALID_EFFORTS]
     if bad:
@@ -452,7 +667,8 @@ async def main() -> int:
     else:
         for b, bd in result["by_block"].items():
             print(f"  {b:16} current={bd.get('current_default') or '—':6} "
-                  f"→ recommended={bd.get('recommended') or '—'}")
+                  f"→ recommended={bd.get('recommended') or '—':6} "
+                  f"[{bd.get('confidence') or '—'}]")
     print(f"  report: {mp}")
     return 0
 

skills/decision/SKILL.md

@@ -287,6 +287,7 @@ description: This skill should be used when writing legal decisions (החלטו
 
 **ערר היטל השבחה — הכרעה מפוצלת (שמאי מייעץ):**
 תת-מסלול חוזר: הוועדה מאשרת את עצם החבות אך אינה קובעת את גובה ההיטל — ממנה שמאי מייעץ. פתיחה: זהה למסלול הכללי — "עניינו של ערר זה בדרישת תשלום היטל השבחה...". ללא סיפור תכנוני רחב. דיון — שלב משפטי: הכרעה בשאלת עצם החבות. ניתוח הטענה המרכזית (בד"כ "זכות מוקנית") מול ההקלה שהתבקשה. ציטוטי פסיקה inline — הפניה להחלטות ועדת ערר קודמות ללא בלוק ציטוט מלא. ביטויי מפתח: "אנו סבורים כי...", "בניגוד לעמדת העורר...", "לא ניתן לטעון כי...". מעבר לשלב השמאי — 3 ביטויי גישור: (א) "בכל הנוגע לטענות לגבי מקדמים... וכל טענה בעלת אופי שמאי **ניתן יהיה לעלות בפני השמאי המייעץ**." (ב) "על כן, לאור האמור **אנו ממנים שמאי מייעץ** אשר יערוך שומה להערכת ההשבחה במקרקעין כתוצאה מאישור ההקלה..." (ג) "השמאי המייעץ ינהל את הדיון **בהתאם לתקנות התכנון והבניה (סדרי דין בבקשה להכרעה לפני שמאי מכריע או שמאי מייעץ), התשס"ט-2008**." — נוסחה קבועה. הוראות המשך: "לאחר קבלת השומה המייעצת יהיו רשאים הצדדים להגיש את השגותיהם בתוך 30 יום לוועדת הערר ולאחר מכן תתקבל החלטה באשר לאופן קידום ההליך." סיום: **ללא** כותרת "סיכום" / "סוף דבר" — זורם ישירות מהוראות המינוי לחתימה "ניתנה פה אחד היום...". הוצאות: לא מוזכרות (ההליך טרם הסתיים). ראה: נווה יעקב 8070/25.
+*הכרעות-מהות בתת-מסלול זה (מחיר-למשתכן / שומה סמוכה — 8125-09-24, ראה `docs/legal-decision-lessons.md` #47–#50):* (א) "הסבת שטחים" ממחיר-למשתכן לשוק-חופשי בעקבות הקלת תוספת יח"ד = **השבחה תכנונית בת-חיוב** — להכריע בחיוב, לא לגדֵר כשאלה פתוחה או להטיל ספק מכוח קשר-סיבתי (בית הכרם/פמיני). (ב) שומה מכרעת חלוטה סמוכה = **משכנעת, לא מחייבת**; שומה מנומקת רשאית לסטות ("לא נוכל להיאחז בשומה מכרעת אחרת רק מכיוון והיא קיימת") — לא להעמיס דוקטרינת שוויון לטובת העוררת. (ג) שמאי מכריע פרש → מינוי **שמאי מייעץ חדש** (סמכות אשקלוני/גנדליס).
 
 **ערר היטל השבחה — מסגרת תלת-שכבתית לניתוח "תכנית צל":**
 כשעורר טוען ש"תכנית צל" מאושרת הופכת זכויות להקלה לזכויות מוקנות, הניתוח מתבצע בשלוש שכבות נפרדות:

web-ui/src/app/cases/[caseNumber]/compose/page.tsx

@@ -1,502 +0,0 @@
-"use client";
-
-import { use, useRef, useState } from "react";
-import Link from "next/link";
-import { FileText } from "lucide-react";
-import { AppShell } from "@/components/app-shell";
-import { Card, CardContent } from "@/components/ui/card";
-import { Button } from "@/components/ui/button";
-import { Skeleton } from "@/components/ui/skeleton";
-import {
-  Accordion,
-  AccordionContent,
-  AccordionItem,
-  AccordionTrigger,
-} from "@/components/ui/accordion";
-import { SubsectionCard } from "@/components/compose/subsection-card";
-import { PrecedentsSection } from "@/components/compose/precedents-section";
-import { CitationVerificationPanel } from "@/components/compose/citation-verification-panel";
-import { DecisionBlocksPanel } from "@/components/cases/decision-blocks-panel";
-import { StatusBadge } from "@/components/cases/status-badge";
-import { Markdown } from "@/components/ui/markdown";
-import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
-import { useCase } from "@/lib/api/cases";
-import {
-  useCaseLearningStatus,
-  type CaseLearningStatus,
-} from "@/lib/api/learning";
-import { useResearchAnalysis } from "@/lib/api/research";
-import { useCasePrecedents } from "@/lib/api/precedents";
-import { APPEAL_SUBTYPES } from "@/lib/practice-area";
-import { DOC_TYPE_LABELS, type DocType } from "@/lib/doc-types";
-
-function subtypeLabel(subtype?: string | null): string | null {
-  if (!subtype) return null;
-  return APPEAL_SUBTYPES.find((s) => s.value === subtype)?.label ?? null;
-}
-
-// ── Staged-pipeline indicator text (mockup 03) — derived from the live
-// learning-status, same source as the drafts-panel LearningStatusBadges. ──────
-function voiceLearningText(s?: CaseLearningStatus): string {
-  if (!s?.final_uploaded) return "ממתין להעלאת הסופי";
-  const v = s.voice_learning;
-  if (v.outcome === "succeeded") {
-    const bits = [`${v.lessons_count} לקחים הופקו`];
-    if (v.lessons_proposed > 0) bits.push(`${v.lessons_proposed} הוצעו לאישור`);
-    return `✓ הושלם · ${bits.join(" · ")}`;
-  }
-  if (v.outcome === "failed") return v.error ? `✗ נכשל — ${v.error}` : "✗ נכשל";
-  return "ממתין להרצה";
-}
-
-function halachaExtractionText(s?: CaseLearningStatus): string {
-  if (!s?.final_uploaded) return "ממתין להעלאת הסופי";
-  const h = s.halacha_extraction;
-  if (!h.enrolled_in_corpus)
-    return h.not_enrolled_reason ?? "לא נכנס לקורפוס-הפסיקה";
-  switch (h.status) {
-    case "completed":
-      return `✓ הושלם · חולצו ${h.halachot_count} · ${h.approved} אושרו · ${h.rejected} נדחו`;
-    case "processing":
-      return "רץ עכשיו…";
-    case "pending":
-    case "busy":
-      return "בתור";
-    case "partial":
-      return `חלקי · חולצו ${h.halachot_count}`;
-    case "failed":
-    case "extraction_failed":
-      return "✗ נכשל";
-    case "no_chunks":
-      return "אין טקסט לחילוץ";
-    default:
-      return "ממתין להרצה";
-  }
-}
-
-function ProseSection({ title, content }: { title: string; content?: string }) {
-  if (!content?.trim()) return null;
-  return (
-    <section className="space-y-2">
-      <h3 className="text-[0.78rem] uppercase tracking-[0.08em] text-gold-deep font-semibold">
-        {title}
-      </h3>
-      <Markdown content={content.trim()} />
-    </section>
-  );
-}
-
-// ── "השלמה והעברה" rail card — DOCX export, upload, download (all real) ──────
-function FinishRail({
-  caseNumber,
-  hasAnalysis,
-  onUploaded,
-}: {
-  caseNumber: string;
-  hasAnalysis: boolean;
-  onUploaded: () => void;
-}) {
-  const fileRef = useRef<HTMLInputElement>(null);
-  const [uploading, setUploading] = useState(false);
-  const [uploadMsg, setUploadMsg] = useState<{ ok: boolean; text: string } | null>(null);
-  const learning = useCaseLearningStatus(caseNumber);
-
-  async function handleUpload(file: File) {
-    setUploading(true);
-    setUploadMsg(null);
-    try {
-      const form = new FormData();
-      form.append("file", file);
-      const res = await fetch(`/api/cases/${caseNumber}/research/analysis/upload`, {
-        method: "PUT",
-        body: form,
-      });
-      const data = await res.json();
-      if (!res.ok) {
-        setUploadMsg({ ok: false, text: data.detail || "שגיאה בהעלאה" });
-        return;
-      }
-      setUploadMsg({
-        ok: true,
-        text: `הקובץ הועלה — ${data.sections.threshold_claims} טענות סף, ${data.sections.issues} סוגיות`,
-      });
-      onUploaded();
-    } catch {
-      setUploadMsg({ ok: false, text: "שגיאת רשת" });
-    } finally {
-      setUploading(false);
-      if (fileRef.current) fileRef.current.value = "";
-    }
-  }
-
-  return (
-    <Card className="bg-surface border-rule shadow-sm">
-      <CardContent className="px-4 py-4">
-        <h3 className="text-navy text-[0.9rem] font-semibold mb-3">השלמה והעברה</h3>
-
-        <input
-          ref={fileRef}
-          type="file"
-          accept=".md"
-          className="hidden"
-          onChange={(e) => {
-            const f = e.target.files?.[0];
-            if (f) handleUpload(f);
-          }}
-        />
-
-        <div className="space-y-2">
-          {hasAnalysis && (
-            <Button
-              variant="outline"
-              className="w-full justify-center"
-              onClick={() => {
-                const a = document.createElement("a");
-                a.href = `/api/cases/${caseNumber}/research/analysis/export-docx`;
-                a.click();
-              }}
-            >
-              ייצוא DOCX
-            </Button>
-          )}
-          <Button
-            className="w-full justify-center bg-gold text-white hover:bg-gold-deep"
-            disabled={uploading}
-            onClick={() => fileRef.current?.click()}
-          >
-            {uploading ? "מעלה…" : "העלאת ניתוח מעודכן"}
-          </Button>
-          {hasAnalysis && (
-            <Button
-              variant="outline"
-              className="w-full justify-center"
-              onClick={() => {
-                const a = document.createElement("a");
-                a.href = `/api/cases/${caseNumber}/research/analysis/download`;
-                a.download = `analysis-${caseNumber}.md`;
-                a.click();
-              }}
-            >
-              הורד ניתוח (MD)
-            </Button>
-          )}
-        </div>
-
-        {uploadMsg && (
-          <p className={`text-xs mt-2 ${uploadMsg.ok ? "text-success" : "text-danger"}`}>
-            {uploadMsg.text}
-          </p>
-        )}
-
-        {/* mockup 03: stage indicators — informational pointers, not actions */}
-        <div className="mt-3 space-y-0">
-          <div className="text-[0.78rem] text-ink-muted pt-2 border-t border-rule-soft">
-            <b className="text-navy">הרץ למידת-קול</b> — {voiceLearningText(learning.data)}
-          </div>
-          <div className="text-[0.78rem] text-ink-muted pt-2 mt-2 border-t border-rule-soft">
-            <b className="text-navy">הרץ אימות-הלכות</b> — {halachaExtractionText(learning.data)}
-          </div>
-        </div>
-
-        <Button asChild variant="ghost" className="w-full justify-center mt-3 text-ink-muted">
-          <Link href={`/cases/${caseNumber}`}>חזרה לתיק</Link>
-        </Button>
-      </CardContent>
-    </Card>
-  );
-}
-
-export default function ComposePage({
-  params,
-}: {
-  params: Promise<{ caseNumber: string }>;
-}) {
-  const { caseNumber } = use(params);
-  const caseQuery = useCase(caseNumber);
-  const analysis = useResearchAnalysis(caseNumber);
-  const precedentsQuery = useCasePrecedents(caseNumber);
-
-  /* Partition the flat list into scopes so each child renders its own slice
-   * without re-fetching. Done once at the page level. */
-  const allPrecedents = precedentsQuery.data ?? [];
-  const caseLevelPrecedents = allPrecedents.filter((p) => p.section_id === null);
-  const precedentsBySection = new Map<string, typeof allPrecedents>();
-  for (const p of allPrecedents) {
-    if (p.section_id) {
-      const existing = precedentsBySection.get(p.section_id) ?? [];
-      existing.push(p);
-      precedentsBySection.set(p.section_id, existing);
-    }
-  }
-  const practiceArea = caseQuery.data?.practice_area ?? null;
-  const subtype = subtypeLabel(caseQuery.data?.appeal_subtype);
-  const parties = (() => {
-    const c = caseQuery.data;
-    if (!c) return null;
-    const app = c.appellants?.length ? c.appellants.join(", ") : null;
-    const resp = c.respondents?.length ? c.respondents.join(", ") : null;
-    const out: string[] = [];
-    if (app) out.push(`עוררים: ${app}`);
-    if (resp) out.push(`משיבה: ${resp}`);
-    return out.length ? out.join(" · ") : c.title || null;
-  })();
-  const documents = caseQuery.data?.documents ?? [];
-
-  const isNotFound =
-    analysis.error instanceof Error &&
-    /404|לא נמצא|טרם בוצע/.test(analysis.error.message);
-
-  return (
-    <AppShell>
-      {/* ── Case header band (mockup 03) — parchment strip, full-bleed to the
-          AppShell <main> edges (which pads px-10 py-10) ── */}
-      <div className="-mx-10 -mt-10 mb-6 border-b border-rule bg-parchment px-10 py-5">
-        <nav className="text-[0.78rem] text-ink-muted flex items-center gap-2 mb-2">
-          <Link href="/" className="hover:text-gold-deep">בית</Link>
-          <span aria-hidden>·</span>
-          <Link href={`/cases/${caseNumber}`} className="hover:text-gold-deep">
-            ערר {caseNumber}
-          </Link>
-          <span aria-hidden>·</span>
-          <span className="text-navy">עורך החלטה</span>
-        </nav>
-        <Link
-          href={`/cases/${caseNumber}`}
-          className="inline-flex items-center gap-1.5 mb-3 rounded-md border border-rule bg-surface px-3 py-1.5 text-[0.82rem] font-semibold text-gold-deep hover:bg-gold-wash hover:text-navy transition-colors"
-        >
-          <span aria-hidden>→</span> חזרה לדף התיק
-        </Link>
-        <div className="flex items-center gap-3 flex-wrap">
-          <h1 className="text-navy text-2xl font-bold mb-0">ערר {caseNumber}</h1>
-          {/* read-only status chip — reuses the shared StatusBadge (G2: no
-              parallel status map). Status is changed only in the overview hero. */}
-          {caseQuery.data?.status && <StatusBadge status={caseQuery.data.status} />}
-          {subtype && (
-            <span className="rounded-full text-[0.78rem] font-semibold px-3 py-0.5 border border-rule bg-gold-wash text-gold-deep">
-              {subtype}
-            </span>
-          )}
-          {/* INV-G10: source-of-truth pill — the blocks are the canonical text */}
-          <span className="ms-auto rounded-lg text-[0.8rem] font-semibold px-3.5 py-1.5 border border-gold bg-gold-wash text-gold-deep">
-            מקור-אמת: בלוקים
-          </span>
-        </div>
-        {parties && <p className="text-ink-soft text-sm mt-2">{parties}</p>}
-      </div>
-
-      {caseQuery.isPending ? (
-        <Card className="bg-surface border-rule shadow-sm">
-          <CardContent className="px-6 py-5 space-y-3">
-            <Skeleton className="h-6 w-48" />
-            <Skeleton className="h-4 w-96" />
-            <Skeleton className="h-4 w-80" />
-            <Skeleton className="h-32 w-full" />
-          </CardContent>
-        </Card>
-      ) : (
-        /* ── Full-width workspace (mockup 03b): no side rail; the case-docs
-             table is gone (DocumentsPanel in the overview is the sole owner),
-             relocated here as a collapsible doc-strip inside the positions tab. ── */
-        <Tabs defaultValue="blocks" dir="rtl">
-          <TabsList className="bg-rule-soft/60">
-            <TabsTrigger value="blocks">עורך הבלוקים</TabsTrigger>
-            <TabsTrigger value="positions">עמדות וטענות</TabsTrigger>
-            <TabsTrigger value="verify">אימות פסיקה</TabsTrigger>
-          </TabsList>
-
-          {/* Tab 1 — the 12-block decision editor (reused DecisionBlocksPanel) */}
-          <TabsContent value="blocks" className="mt-5">
-            <DecisionBlocksPanel caseNumber={caseNumber} />
-          </TabsContent>
-
-          {/* Tab 3 — citation verification: per-argument support + verify gate (#154) */}
-          <TabsContent value="verify" className="mt-5">
-            <CitationVerificationPanel caseNumber={caseNumber} />
-          </TabsContent>
-
-          {/* Tab 2 — chair positions on the analyst's threshold-claims + issues */}
-          <TabsContent value="positions" className="mt-5 space-y-4">
-            {/* ★ collapsible doc-strip at the top, closed by default (mockup 03b).
-                Read-only pointer to the docs owned by the overview tab. */}
-            <Accordion type="single" collapsible>
-              <AccordionItem
-                value="docs"
-                className="overflow-hidden rounded-lg border border-rule bg-surface shadow-sm"
-              >
-                <AccordionTrigger className="px-4 py-3 hover:no-underline">
-                  <span className="flex flex-1 items-center gap-2.5">
-                    <FileText className="size-3.5 text-gold-deep" aria-hidden />
-                    <span className="text-navy text-[0.85rem] font-semibold">מסמכי התיק</span>
-                    <span className="text-ink-muted text-[0.78rem]">
-                      {documents.length} מסמכים
-                    </span>
-                  </span>
-                </AccordionTrigger>
-                <AccordionContent className="px-4 pb-3.5 pt-0">
-                  {documents.length === 0 ? (
-                    <p className="text-[0.78rem] text-ink-muted">אין מסמכים מצורפים</p>
-                  ) : (
-                    <div className="flex flex-wrap gap-2 border-t border-rule-soft pt-3">
-                      {documents.map((d) => (
-                        <span
-                          key={d.id}
-                          className="inline-flex items-center gap-1.5 rounded-full border border-rule bg-parchment px-3 py-1 text-[0.78rem] text-ink-soft"
-                          title={d.title}
-                        >
-                          <FileText className="size-3 text-gold-deep shrink-0" aria-hidden />
-                          <span className="truncate max-w-[14rem]">{d.title || "מסמך"}</span>
-                          <span className="rounded bg-gold-wash text-gold-deep text-[0.66rem] font-semibold px-1.5 py-0.5">
-                            {DOC_TYPE_LABELS[d.doc_type as DocType] ?? d.doc_type}
-                          </span>
-                        </span>
-                      ))}
-                    </div>
-                  )}
-                </AccordionContent>
-              </AccordionItem>
-            </Accordion>
-
-            <p className="text-ink-muted text-[0.78rem]">
-              סוגיות-המחלוקת ועמדות הצדדים. עורך עמדת-היו״ר נשמר אוטומטית ומזין את בלוק י׳ (דיון והכרעה).
-            </p>
-
-            {analysis.isPending ? (
-              <Card className="bg-surface border-rule shadow-sm">
-                <CardContent className="px-6 py-5 space-y-3">
-                  <Skeleton className="h-6 w-48" />
-                  <Skeleton className="h-4 w-96" />
-                  <Skeleton className="h-32 w-full" />
-                </CardContent>
-              </Card>
-            ) : isNotFound ? (
-              <Card className="bg-surface border-rule shadow-sm">
-                <CardContent className="px-6 py-12 text-center space-y-3">
-                  <div className="text-gold text-3xl" aria-hidden>❦</div>
-                  <h2 className="text-navy text-lg mb-0">
-                    טרם בוצע ניתוח משפטי לתיק זה
-                  </h2>
-                  <p className="text-ink-muted text-sm max-w-md mx-auto">
-                    לאחר שקובץ <code>analysis-and-research.md</code> ייווצר, תוכלי
-                    לערוך כאן את עמדת הוועדה לכל טענת סף וסוגיה.
-                  </p>
-                </CardContent>
-              </Card>
-            ) : analysis.error ? (
-              <Card className="bg-danger-bg border-danger/40">
-                <CardContent className="px-6 py-5 text-center">
-                  <p className="text-danger">{analysis.error.message}</p>
-                </CardContent>
-              </Card>
-            ) : analysis.data ? (
-              <div className="space-y-6">
-                {/* Threshold claims — laid out 2-up across the full width (mockup 03b) */}
-                {analysis.data.threshold_claims &&
-                  analysis.data.threshold_claims.length > 0 && (
-                    <div className="space-y-3">
-                      <div className="flex items-center gap-2">
-                        <h2 className="text-navy text-lg font-semibold mb-0">טענות סף</h2>
-                        <span className="text-[0.72rem] rounded-full bg-gold-wash text-gold-deep px-2 py-0.5 border border-gold/40 tabular-nums">
-                          {analysis.data.threshold_claims.length}
-                        </span>
-                      </div>
-                      <div className="grid gap-3 lg:grid-cols-2 items-start">
-                        {analysis.data.threshold_claims.map((tc) => (
-                          <SubsectionCard
-                            key={tc.id}
-                            caseNumber={caseNumber}
-                            item={tc}
-                            precedents={precedentsBySection.get(tc.id) ?? []}
-                            practiceArea={practiceArea}
-                          />
-                        ))}
-                      </div>
-                    </div>
-                  )}
-
-                {/* Issues — 2-up grid */}
-                {analysis.data.issues && analysis.data.issues.length > 0 && (
-                  <div className="space-y-3">
-                    <div className="flex items-center gap-2">
-                      <h2 className="text-navy text-lg font-semibold mb-0">סוגיות להכרעה</h2>
-                      <span className="text-[0.72rem] rounded-full bg-gold-wash text-gold-deep px-2 py-0.5 border border-gold/40 tabular-nums">
-                        {analysis.data.issues.length}
-                      </span>
-                    </div>
-                    <div className="grid gap-3 lg:grid-cols-2 items-start">
-                      {analysis.data.issues.map((iss) => (
-                        <SubsectionCard
-                          key={iss.id}
-                          caseNumber={caseNumber}
-                          item={iss}
-                          precedents={precedentsBySection.get(iss.id) ?? []}
-                          practiceArea={practiceArea}
-                        />
-                      ))}
-                    </div>
-                  </div>
-                )}
-
-                {!analysis.data.threshold_claims?.length &&
-                  !analysis.data.issues?.length && (
-                    <Card className="bg-surface border-rule">
-                      <CardContent className="px-6 py-10 text-center text-ink-muted">
-                        לא נמצאו טענות סף או סוגיות בניתוח זה.
-                      </CardContent>
-                    </Card>
-                  )}
-
-                {/* Background prose — supporting context after the decision points */}
-                <Card className="bg-surface border-rule shadow-sm">
-                  <CardContent className="px-6 py-5 space-y-5">
-                    <h2 className="text-navy text-lg font-semibold mb-0">רקע לניתוח</h2>
-                    <ProseSection title="צד מיוצג" content={analysis.data.represented_party} />
-                    <ProseSection title="רקע דיוני" content={analysis.data.procedural_background} />
-                    <ProseSection title="עובדות מוסכמות" content={analysis.data.agreed_facts} />
-                    <ProseSection title="עובדות במחלוקת" content={analysis.data.disputed_facts} />
-                  </CardContent>
-                </Card>
-
-                {analysis.data.conclusions?.trim() && (
-                  <Card className="bg-gold-wash border-gold/40 shadow-sm">
-                    <CardContent className="px-6 py-5 space-y-3">
-                      <h2 className="text-gold-deep text-lg font-semibold mb-0">מסקנות</h2>
-                      <Markdown content={analysis.data.conclusions.trim()} />
-                    </CardContent>
-                  </Card>
-                )}
-              </div>
-            ) : null}
-
-            {/* ── case-level פסיקה מצורפת + finish/export gates — relocated from
-                 the removed side rail; kept inline (INV-IA3: gates not removed). ── */}
-            <div className="grid gap-4 lg:grid-cols-2 items-start pt-2">
-              {/* פסיקה מצורפת (case-level) — stays inline */}
-              <Card className="bg-surface border-rule shadow-sm">
-                <CardContent className="px-5 py-4">
-                  <h3 className="text-navy text-[0.9rem] font-semibold mb-1">פסיקה מצורפת</h3>
-                  <p className="text-[0.72rem] text-ink-muted mb-3">
-                    ציטוטים התומכים בעמדה באופן רוחבי — ישולבו בפתיחת בלוק י (דיון).
-                  </p>
-                  <PrecedentsSection
-                    caseNumber={caseNumber}
-                    sectionId={null}
-                    precedents={caseLevelPrecedents}
-                    practiceArea={practiceArea}
-                    emptyHelperText="עדיין לא צורפה פסיקה כללית לתיק"
-                  />
-                </CardContent>
-              </Card>
-
-              {/* השלמה והעברה — export/upload gates, relocated not removed */}
-              <FinishRail
-                caseNumber={caseNumber}
-                hasAnalysis={!!analysis.data}
-                onUploaded={() => analysis.refetch()}
-              />
-            </div>
-          </TabsContent>
-        </Tabs>
-      )}
-    </AppShell>
-  );
-}

web-ui/src/app/cases/[caseNumber]/page.tsx

@@ -1,25 +1,32 @@
 "use client";
 
-import { use } from "react";
+import { use, useState } from "react";
 import Link from "next/link";
 import { AppShell } from "@/components/app-shell";
 import { Card, CardContent } from "@/components/ui/card";
 import { Tabs, TabsContent, TabsList, TabsTrigger } from "@/components/ui/tabs";
+import {
+  Accordion, AccordionContent, AccordionItem, AccordionTrigger,
+} from "@/components/ui/accordion";
 import { Button } from "@/components/ui/button";
 import { Skeleton } from "@/components/ui/skeleton";
 import { CaseHeader } from "@/components/cases/case-header";
 import { CaseEditDialog } from "@/components/cases/case-edit-dialog";
-import { StatusHero } from "@/components/cases/status-hero";
 import { DocumentsPanel } from "@/components/cases/documents-panel";
 import { DraftsPanel } from "@/components/cases/drafts-panel";
 import { DecisionBlocksPanel } from "@/components/cases/decision-blocks-panel";
 import { LegalArgumentsPanel } from "@/components/cases/legal-arguments-panel";
+import { PositionsPanel } from "@/components/cases/positions-panel";
+import { CitationVerificationPanel } from "@/components/compose/citation-verification-panel";
 import { AgentActivityFeed } from "@/components/cases/agent-activity-feed";
 import { AgentActivityPreview } from "@/components/cases/agent-activity-preview";
 import { UploadSheet } from "@/components/documents/upload-sheet";
 import { useCase, useStartWorkflow } from "@/lib/api/cases";
 import { toast } from "sonner";
-import { Play, Loader2 } from "lucide-react";
+import {
+  Play, Loader2, LayoutGrid, Scale, BadgeCheck, FileText, MessageSquare, Users,
+  type LucideIcon,
+} from "lucide-react";
 
 /*
  * Next 16 breaking change: route params are now a Promise.
@@ -31,6 +38,7 @@ export default function CaseDetailPage({
   params: Promise<{ caseNumber: string }>;
 }) {
   const { caseNumber } = use(params);
+  const [tab, setTab] = useState("overview");
   const { data, isPending, error, refetch } = useCase(caseNumber);
   const startWorkflow = useStartWorkflow(caseNumber);
   const canStartWorkflow = data?.status === "new" || data?.status === "documents_ready";
@@ -60,23 +68,32 @@ export default function CaseDetailPage({
     );
   }
 
+  // Workflow order (X17): intake → arguments+positions → verify citations →
+  // write decision → drafts/final → agents (monitoring).
+  const tabDefs: [string, string, LucideIcon][] = [
+    ["overview", "סקירה", LayoutGrid],
+    ["arguments", "טיעונים ועמדות", Scale],
+    ["verify", "אימות פסיקה", BadgeCheck],
+    ["decision", "ההחלטה", FileText],
+    ["drafts", "טיוטות והערות", MessageSquare],
+    ["agents", "סוכנים", Users],
+  ];
+
+  // V2 "segmented" tab strip (X17): each tab a pill, active = raised white card.
+  // Spread full-width via justify-between (chair request) — wide gaps with few
+  // tabs, tightening as more are added; gap-2 is the no-overlap floor.
   const tabsList = (
     <TabsList
       variant="line"
-      className="gap-6 h-auto p-0 rounded-none -mb-px"
+      className="!h-auto w-full gap-2 p-0 justify-between"
     >
-      {[
-        ["overview", "סקירה"],
-        ["arguments", "טיעונים"],
-        ["decision", "ההחלטה"],
-        ["drafts", "טיוטות והערות"],
-        ["agents", "סוכנים"],
-      ].map(([value, label]) => (
+      {tabDefs.map(([value, label, Icon]) => (
         <TabsTrigger
           key={value}
           value={value}
-          className="flex-none rounded-none px-0 pb-3.5 pt-0 text-[0.92rem] font-medium text-ink-muted data-active:text-navy data-active:font-semibold data-active:after:bg-gold data-active:after:bottom-0"
+          className="flex-none gap-1.5 rounded-lg border border-transparent px-3.5 py-1.5 text-[0.9rem] font-medium text-ink-soft after:hidden hover:bg-parchment/60 data-active:bg-surface data-active:text-navy data-active:font-semibold data-active:border-rule data-active:shadow-sm [&_svg]:text-ink-light data-active:[&_svg]:text-gold-deep"
         >
+          <Icon className="w-4 h-4" />
           {label}
         </TabsTrigger>
       ))}
@@ -87,9 +104,6 @@ export default function CaseDetailPage({
     <>
       {data && <CaseEditDialog data={data} />}
       <UploadSheet caseNumber={caseNumber} />
-      <Button asChild className="bg-gold text-white hover:bg-gold-deep border-transparent">
-        <Link href={`/cases/${caseNumber}/compose`}>פתח עורך החלטה</Link>
-      </Button>
       {canStartWorkflow && (
         <Button
           className="bg-gold-deep hover:bg-gold-deep/90 text-parchment"
@@ -115,7 +129,7 @@ export default function CaseDetailPage({
 
   return (
     <AppShell>
-      <Tabs defaultValue="overview" dir="rtl">
+      <Tabs value={tab} onValueChange={setTab} dir="rtl">
         {/* parchment band — header (title/chips/parties/actions) + tab strip */}
         {isPending ? (
           <div className="-mx-10 -mt-10 mb-2 bg-parchment border-b border-rule px-10 pt-6 pb-4 space-y-3">
@@ -124,28 +138,57 @@ export default function CaseDetailPage({
             <Skeleton className="h-6 w-96" />
           </div>
         ) : (
-          <CaseHeader data={data} actions={bandActions} tabs={tabsList} />
+          <CaseHeader caseNumber={caseNumber} data={data} actions={bandActions} tabs={tabsList} />
         )}
 
-        {/* full-width tab content — status lives ONLY in the overview hero
-            (mockup 18b); the other tabs lose the status rail entirely (INV-IA1). */}
+        {/* full-width tab content — status now lives in the always-visible band
+            StatusRail (banner A, X17), so every tab keeps the status context. */}
         <div className="min-w-0 mt-6">
-          <TabsContent value="overview" className="mt-0 space-y-6">
-            {/* ★ STATUS HERO — the single home for case status (INV-IA1/INV-UI7) */}
-            <StatusHero caseNumber={caseNumber} data={data} />
-
-            {/* documents + agents two-column below the hero (mockup 18b) */}
-            <div className="grid gap-6 lg:grid-cols-2 items-start">
+          <TabsContent value="overview" className="mt-0">
+            {/* documents (wider) + agent-activity preview (mockup 18j) */}
+            <div className="grid gap-6 lg:grid-cols-[1.4fr_1fr] items-start">
               <DocumentsPanel data={data} />
               <AgentActivityPreview caseNumber={caseNumber} />
             </div>
-            {/* decision-editor CTA moved to the band actions (visible on all tabs) */}
           </TabsContent>
 
-          <TabsContent value="arguments" className="mt-0">
+          {/* טיעונים ועמדות — chair positions (editing) over the analyst's
+              issues, with the aggregated by-party arguments collapsible below
+              (merged from the deleted /compose editor, mockup 18f). */}
+          <TabsContent value="arguments" className="mt-0 space-y-4">
             <Card className="bg-surface border-rule shadow-sm">
               <CardContent className="px-6 py-5">
-                <LegalArgumentsPanel caseNumber={caseNumber} />
+                <PositionsPanel caseNumber={caseNumber} />
+              </CardContent>
+            </Card>
+            <Accordion type="single" collapsible>
+              <AccordionItem
+                value="byparty"
+                className="overflow-hidden rounded-xl border border-rule bg-surface shadow-sm"
+              >
+                <AccordionTrigger className="px-6 py-4 hover:no-underline">
+                  <span className="flex flex-1 flex-col items-start">
+                    <span className="text-navy text-[0.95rem] font-bold">
+                      טיעונים מאוגדים לפי צד
+                    </span>
+                    <span className="text-ink-muted text-[0.78rem]">
+                      תצוגה מסונתזת של הטענות הגולמיות, מקובצת לפי צד וקדימות
+                    </span>
+                  </span>
+                </AccordionTrigger>
+                <AccordionContent className="px-6 pb-5 pt-0">
+                  <LegalArgumentsPanel caseNumber={caseNumber} />
+                </AccordionContent>
+              </AccordionItem>
+            </Accordion>
+          </TabsContent>
+
+          {/* אימות פסיקה — per-argument supporting-precedent verify gate (#154),
+              relocated from the deleted /compose editor to a top-level tab. */}
+          <TabsContent value="verify" className="mt-0">
+            <Card className="bg-surface border-rule shadow-sm">
+              <CardContent className="px-6 py-5">
+                <CitationVerificationPanel caseNumber={caseNumber} />
               </CardContent>
             </Card>
           </TabsContent>

web-ui/src/components/cases/agent-activity-feed.tsx

@@ -9,6 +9,7 @@ import {
   useAgentActivity,
   useSendComment,
   useSubmitInteraction,
+  useDismissInteraction,
 } from "@/lib/api/agents";
 import type {
   Interaction,
@@ -16,6 +17,8 @@ import type {
   InteractionQuestion,
   InteractionTask,
   PaperclipComment,
+  PaperclipAgentStatus,
+  PaperclipIssue,
 } from "@/lib/api/agents";
 import { formatRelative } from "@/lib/format-date";
 import { toast } from "sonner";
@@ -29,6 +32,8 @@ import {
   CheckCircle2,
   XCircle,
   HelpCircle,
+  ChevronDown,
+  Ban,
 } from "lucide-react";
 
 /* ── Role → color mapping ────────────────────────────────────── */
@@ -81,6 +86,79 @@ function issueStatusLabel(status: string) {
   return ISSUE_STATUS_LABELS[status] ?? status;
 }
 
+/* ── Agent roster (mockup 18i) — who's doing what right now ────── */
+
+const AGENT_STATUS_LABEL: Record<string, string> = {
+  active: "פעיל",
+  running: "פעיל",
+  idle: "ממתין",
+  error: "שגיאה",
+};
+
+function agentIsActive(s: string) {
+  return s === "active" || s === "running";
+}
+
+function agentStatusDot(s: string) {
+  return agentIsActive(s)
+    ? "bg-success shadow-[0_0_6px_rgba(74,124,89,0.6)]"
+    : s === "error"
+      ? "bg-danger"
+      : "bg-rule";
+}
+
+function agentStatusTone(s: string) {
+  return agentIsActive(s)
+    ? "bg-success-bg text-success"
+    : s === "error"
+      ? "bg-danger-bg text-danger"
+      : "bg-rule-soft text-ink-muted";
+}
+
+function AgentRoster({ agents }: { agents: PaperclipAgentStatus[] }) {
+  if (!agents.length) return null;
+
+  const activeCount = agents.filter((a) => agentIsActive(a.status)).length;
+
+  return (
+    <div className="mb-3 rounded-lg border border-rule bg-parchment/40 p-3">
+      <div className="flex items-center gap-2 mb-2.5">
+        <Bot className="w-4 h-4 text-gold-deep shrink-0" />
+        <h3 className="text-[0.82rem] font-bold text-navy">סוכני התיק</h3>
+        <span className="text-[0.72rem] text-ink-muted">
+          <b className="text-success font-bold">{activeCount} פעילים</b> מתוך {agents.length}
+        </span>
+      </div>
+      {/* Compact roster — all agents on one row (mockup 18i v2): status · name ·
+          role only. The per-agent "current activity" line was removed: it
+          matched comments by role-fallback, so agents sharing a role showed the
+          same text. */}
+      <div className="grid gap-1.5 grid-cols-3 sm:grid-cols-5 lg:grid-cols-9">
+        {agents.map((a) => {
+          const active = agentIsActive(a.status);
+          return (
+            <div
+              key={a.id}
+              className={`rounded-lg border p-2 min-w-0 ${active ? "border-success/40 bg-success-bg/40" : "border-rule bg-surface"}`}
+            >
+              <div className="flex items-center gap-1.5 min-w-0">
+                <span className={`w-1.5 h-1.5 rounded-full shrink-0 ${agentStatusDot(a.status)}`} />
+                <span className="text-[0.72rem] font-bold text-navy truncate">{a.name}</span>
+              </div>
+              <div className="text-[0.6rem] text-ink-muted mt-0.5 truncate">{roleLabel(a.role)}</div>
+              <span
+                className={`inline-block mt-1 text-[0.55rem] font-bold rounded-full px-1.5 py-0.5 whitespace-nowrap ${agentStatusTone(a.status)}`}
+              >
+                {AGENT_STATUS_LABEL[a.status] ?? a.status}
+              </span>
+            </div>
+          );
+        })}
+      </div>
+    </div>
+  );
+}
+
 /* ── Time formatting ─────────────────────────────────────────── */
 
 function timeAgo(iso: string | null): string {
@@ -506,15 +584,21 @@ function InteractionCard({
   interaction,
   caseNumber,
   issueMap,
+  defaultOpen = true,
 }: {
   interaction: Interaction;
   caseNumber: string;
   issueMap: Map<string, string>;
+  defaultOpen?: boolean;
 }) {
   const submit = useSubmitInteraction(caseNumber);
+  const dismiss = useDismissInteraction(caseNumber);
   const identifier = issueMap.get(interaction.issue_id) ?? "";
   const isPending = interaction.status === "pending";
   const summary = summaryAnswer(interaction);
+  // Pending interactions collapse into an accordion (mockup 18i v2); resolved
+  // ones always render their one-line summary.
+  const [open, setOpen] = useState(defaultOpen);
 
   const send = (action: "respond" | "accept" | "reject", payload: InteractionPayload | Record<string, unknown>) => {
     submit.mutate(
@@ -531,6 +615,16 @@ function InteractionCard({
     );
   };
 
+  const handleDismiss = () => {
+    dismiss.mutate(
+      { issue_id: interaction.issue_id, interaction_id: interaction.id },
+      {
+        onSuccess: () => toast.success("הבקשה בוטלה"),
+        onError: () => toast.error("שגיאה בביטול הבקשה"),
+      },
+    );
+  };
+
   return (
     <div
       className={`group relative flex gap-3 py-3 px-2 rounded-lg border transition-colors ${
@@ -553,15 +647,30 @@ function InteractionCard({
 
       <div className="flex-1 min-w-0">
         <div className="flex items-center gap-2 mb-2 flex-wrap">
-          <span className="text-sm font-semibold text-navy">
-            {interaction.title || "שאלה לסוכן"}
-          </span>
           {isPending ? (
-            <span className="inline-flex items-center gap-1 text-[11px] px-2 py-0.5 rounded-full border border-amber-300 bg-amber-100 text-amber-800">
-              ממתין לתשובה
-            </span>
+            <button
+              type="button"
+              onClick={() => setOpen((o) => !o)}
+              aria-expanded={open}
+              className="flex items-center gap-2 flex-wrap text-start min-w-0"
+            >
+              <ChevronDown
+                className={`w-4 h-4 text-ink-faint shrink-0 transition-transform ${open ? "rotate-180" : ""}`}
+              />
+              <span className="text-sm font-semibold text-navy">
+                {interaction.title || "שאלה לסוכן"}
+              </span>
+              <span className="inline-flex items-center gap-1 text-[11px] px-2 py-0.5 rounded-full border border-amber-300 bg-amber-100 text-amber-800">
+                ממתין לתשובה
+              </span>
+            </button>
           ) : (
-            <ResolvedBadge status={interaction.status} />
+            <>
+              <span className="text-sm font-semibold text-navy">
+                {interaction.title || "שאלה לסוכן"}
+              </span>
+              <ResolvedBadge status={interaction.status} />
+            </>
           )}
           {identifier && (
             <Badge variant="outline" className="text-[10px] font-mono">
@@ -572,39 +681,58 @@ function InteractionCard({
             <Clock className="w-3 h-3" />
             {timeAgo(interaction.resolved_at ?? interaction.created_at)}
           </span>
+          {isPending && (
+            <Button
+              size="sm"
+              variant="ghost"
+              onClick={handleDismiss}
+              disabled={dismiss.isPending}
+              className="h-7 px-2 text-ink-muted hover:text-danger"
+              title="בטל בקשה כפולה/מיושנת — ללא העברה לסוכן"
+            >
+              {dismiss.isPending ? (
+                <Loader2 className="w-3.5 h-3.5 animate-spin" />
+              ) : (
+                <Ban className="w-3.5 h-3.5 me-1" />
+              )}
+              התעלם
+            </Button>
+          )}
         </div>
 
-        {interaction.summary && (
+        {interaction.summary && (!isPending || open) && (
           <div className="text-xs text-ink-faint mb-2">{interaction.summary}</div>
         )}
 
         {isPending ? (
-          interaction.kind === "ask_user_questions" ? (
-            <AskUserQuestionsForm
-              interaction={interaction}
-              onSubmit={(answers) => send("respond", { answers })}
-              pending={submit.isPending}
-            />
-          ) : interaction.kind === "request_confirmation" ? (
-            <RequestConfirmationForm
-              interaction={interaction}
-              onAccept={() => send("accept", {})}
-              onReject={(reason) =>
-                send("reject", reason ? { reason } : {})
-              }
-              pending={submit.isPending}
-            />
-          ) : interaction.kind === "suggest_tasks" ? (
-            <SuggestTasksForm
-              interaction={interaction}
-              onAccept={(keys) =>
-                send("accept", keys.length ? { selectedClientKeys: keys } : {})
-              }
-              onReject={(reason) =>
-                send("reject", reason ? { reason } : {})
-              }
-              pending={submit.isPending}
-            />
+          open ? (
+            interaction.kind === "ask_user_questions" ? (
+              <AskUserQuestionsForm
+                interaction={interaction}
+                onSubmit={(answers) => send("respond", { answers })}
+                pending={submit.isPending}
+              />
+            ) : interaction.kind === "request_confirmation" ? (
+              <RequestConfirmationForm
+                interaction={interaction}
+                onAccept={() => send("accept", {})}
+                onReject={(reason) =>
+                  send("reject", reason ? { reason } : {})
+                }
+                pending={submit.isPending}
+              />
+            ) : interaction.kind === "suggest_tasks" ? (
+              <SuggestTasksForm
+                interaction={interaction}
+                onAccept={(keys) =>
+                  send("accept", keys.length ? { selectedClientKeys: keys } : {})
+                }
+                onReject={(reason) =>
+                  send("reject", reason ? { reason } : {})
+                }
+                pending={submit.isPending}
+              />
+            ) : null
           ) : null
         ) : summary ? (
           <div className="text-sm">
@@ -616,6 +744,80 @@ function InteractionCard({
   );
 }
 
+/* ── Issue group (timeline grouped by issue, accordion) ──────── */
+
+type FeedItem =
+  | { kind: "comment"; at: number; comment: PaperclipComment }
+  | { kind: "interaction"; at: number; interaction: Interaction };
+
+/** Drop the "[ערר 1043-02-26] " prefix Paperclip puts on every issue title. */
+function shortIssueTitle(title: string): string {
+  return title.replace(/^\s*\[[^\]]*\]\s*/, "").trim() || title;
+}
+
+function IssueGroup({
+  issue,
+  items,
+  caseNumber,
+  issueMap,
+  defaultOpen,
+}: {
+  issue: PaperclipIssue;
+  items: FeedItem[];
+  caseNumber: string;
+  issueMap: Map<string, string>;
+  defaultOpen: boolean;
+}) {
+  const [open, setOpen] = useState(defaultOpen);
+  const closed = issue.status === "done" || issue.status === "cancelled";
+  return (
+    <div className="border-b border-rule-soft last:border-b-0">
+      <button
+        type="button"
+        onClick={() => setOpen((o) => !o)}
+        aria-expanded={open}
+        className="w-full flex items-center gap-2 px-2 py-2.5 hover:bg-sand-soft/50 text-start"
+      >
+        <Badge
+          variant={closed ? "secondary" : "default"}
+          className="text-[10px] font-mono shrink-0"
+        >
+          {issue.identifier}
+        </Badge>
+        <span className="text-[0.78rem] font-semibold text-navy truncate">
+          {shortIssueTitle(issue.title)}
+        </span>
+        <span className="text-[0.7rem] text-ink-muted whitespace-nowrap">
+          {issueStatusLabel(issue.status)} · {items.length}
+        </span>
+        <ChevronDown
+          className={`w-4 h-4 ms-auto text-ink-faint shrink-0 transition-transform ${open ? "rotate-180" : ""}`}
+        />
+      </button>
+      {open && (
+        <div className="pb-1">
+          {items.map((item) =>
+            item.kind === "comment" ? (
+              <CommentCard
+                key={`c-${item.comment.id}`}
+                comment={item.comment}
+                issueMap={issueMap}
+              />
+            ) : (
+              <InteractionCard
+                key={`i-${item.interaction.id}`}
+                interaction={item.interaction}
+                caseNumber={caseNumber}
+                issueMap={issueMap}
+              />
+            ),
+          )}
+        </div>
+      )}
+    </div>
+  );
+}
+
 /* ── Main Feed ───────────────────────────────────────────────── */
 
 export function AgentActivityFeed({
@@ -689,24 +891,46 @@ export function AgentActivityFeed({
 
   const comments = data.comments ?? [];
   const interactions = data.interactions ?? [];
+  // Pending interactions are surfaced at the top (awaiting-you, mockup 18i) and
+  // NOT repeated in the timeline below.
+  const pending = interactions.filter((i) => i.status === "pending");
 
-  // Unified, time-sorted feed: comments + interactions interleaved.
-  type FeedItem =
-    | { kind: "comment"; at: number; comment: PaperclipComment }
-    | { kind: "interaction"; at: number; interaction: Interaction };
-
-  const feed: FeedItem[] = [
-    ...comments.map<FeedItem>((c) => ({
+  // Group the timeline by issue, each an accordion (mockup 18i v2). Comments +
+  // resolved interactions; pending ones are surfaced above and not repeated.
+  const itemsByIssue = new Map<string, FeedItem[]>();
+  const pushItem = (issueId: string, item: FeedItem) => {
+    const arr = itemsByIssue.get(issueId);
+    if (arr) arr.push(item);
+    else itemsByIssue.set(issueId, [item]);
+  };
+  for (const c of comments) {
+    pushItem(c.issue_id, {
       kind: "comment",
       at: c.created_at ? new Date(c.created_at).getTime() : 0,
       comment: c,
-    })),
-    ...interactions.map<FeedItem>((i) => ({
+    });
+  }
+  for (const i of interactions) {
+    if (i.status === "pending") continue;
+    pushItem(i.issue_id, {
       kind: "interaction",
       at: i.created_at ? new Date(i.created_at).getTime() : 0,
       interaction: i,
-    })),
-  ].sort((a, b) => a.at - b.at);
+    });
+  }
+  for (const arr of itemsByIssue.values()) arr.sort((a, b) => a.at - b.at);
+
+  // Order groups by most-recent activity so live work floats to the top.
+  const issueGroups = data.issues
+    .map((iss) => {
+      const items = itemsByIssue.get(iss.id) ?? [];
+      const maxAt = items.reduce((m, it) => Math.max(m, it.at), 0);
+      return { iss, items, maxAt };
+    })
+    .filter((g) => g.items.length > 0)
+    .sort((a, b) => b.maxAt - a.maxAt);
+
+  const totalFeedItems = issueGroups.reduce((n, g) => n + g.items.length, 0);
 
   // An issue is "active" if it's not done/cancelled. When everything is closed
   // we should NOT show the "agents are working, waiting for report" spinner.
@@ -716,22 +940,43 @@ export function AgentActivityFeed({
 
   return (
     <div className="flex flex-col h-full">
-      {/* Issue summary bar */}
-      <div className="flex items-center gap-2 px-2 py-2 border-b border-rule mb-2 flex-wrap">
-        {data.issues.map((iss) => (
-          <Badge
-            key={iss.id}
-            variant={iss.status === "done" ? "secondary" : "default"}
-            className="text-[11px] font-mono"
-          >
-            {iss.identifier} — {issueStatusLabel(iss.status)}
-          </Badge>
-        ))}
+      {/* agent roster — who's who, compact one-row (mockup 18i v2) */}
+      <AgentRoster agents={data.agents ?? []} />
+
+      {/* pending interactions surfaced to the top — each an accordion, first
+          open (mockup 18i v2 — awaiting you). Excluded from the timeline. */}
+      {pending.length > 0 && (
+        <div className="mb-3 rounded-lg border border-amber-300 bg-amber-50 p-3 space-y-2">
+          <div className="flex items-center gap-2 text-[0.82rem] font-bold text-amber-800">
+            <Clock className="w-4 h-4" />
+            ממתין לתשובתך
+            <span className="text-[0.7rem] font-semibold bg-amber-100 rounded-full px-2 py-0.5">
+              {pending.length}
+            </span>
+          </div>
+          {pending.map((i, idx) => (
+            <InteractionCard
+              key={`pending-${i.id}`}
+              interaction={i}
+              caseNumber={caseNumber}
+              issueMap={issueMap}
+              defaultOpen={idx === 0}
+            />
+          ))}
+        </div>
+      )}
+
+      {/* Timeline header */}
+      <div className="flex items-center gap-2 px-2 py-2 border-b border-rule mb-1">
+        <span className="text-[0.82rem] font-bold text-navy">פעילות לפי משימה</span>
+        <span className="text-[0.72rem] text-ink-muted">
+          {data.issues.length} משימות · {totalFeedItems} הודעות
+        </span>
       </div>
 
-      {/* Comments + interactions stream */}
-      <div className="flex-1 overflow-y-auto max-h-[500px] space-y-1 px-1">
-        {feed.length === 0 ? (
+      {/* Per-issue accordions */}
+      <div className="flex-1 overflow-y-auto max-h-[500px]">
+        {totalFeedItems === 0 ? (
           hasActiveIssue ? (
             <div className="text-center py-8 text-ink-faint text-sm">
               <Loader2 className="w-5 h-5 animate-spin mx-auto mb-2" />
@@ -744,22 +989,19 @@ export function AgentActivityFeed({
             </div>
           )
         ) : (
-          feed.map((item) =>
-            item.kind === "comment" ? (
-              <CommentCard
-                key={`c-${item.comment.id}`}
-                comment={item.comment}
-                issueMap={issueMap}
-              />
-            ) : (
-              <InteractionCard
-                key={`i-${item.interaction.id}`}
-                interaction={item.interaction}
-                caseNumber={caseNumber}
-                issueMap={issueMap}
-              />
-            ),
-          )
+          issueGroups.map(({ iss, items }, idx) => (
+            <IssueGroup
+              key={iss.id}
+              issue={iss}
+              items={items}
+              caseNumber={caseNumber}
+              issueMap={issueMap}
+              defaultOpen={
+                idx === 0 ||
+                (iss.status !== "done" && iss.status !== "cancelled")
+              }
+            />
+          ))
         )}
         <div ref={endRef} />
       </div>

web-ui/src/components/cases/case-header.tsx

@@ -2,7 +2,7 @@ import type { ReactNode } from "react";
 import Link from "next/link";
 import { Badge } from "@/components/ui/badge";
 import { StatusBadge } from "@/components/cases/status-badge";
-import { SyncIndicator } from "@/components/cases/sync-indicator";
+import { StatusRail } from "@/components/cases/status-rail";
 import { CaseArchiveAction } from "@/components/cases/case-archive-action";
 import { CreateRepoButton } from "@/components/cases/create-repo-button";
 import {
@@ -10,18 +10,14 @@ import {
   APPEAL_SUBTYPE_LABELS,
   isBlamSubtype,
 } from "@/lib/practice-area";
-import { formatDate } from "@/lib/format-date";
+import {
+  Popover,
+  PopoverContent,
+  PopoverTrigger,
+} from "@/components/ui/popover";
+import { Users } from "lucide-react";
 import type { CaseDetail } from "@/lib/api/cases";
 
-function partiesLine(data?: CaseDetail): string | null {
-  const appellant = data?.appellants?.filter(Boolean) ?? [];
-  const respondent = data?.respondents?.filter(Boolean) ?? [];
-  const parts: string[] = [];
-  if (appellant.length) parts.push(`עוררת: ${appellant.join(", ")}`);
-  if (respondent.length) parts.push(`משיבה: ${respondent.join(", ")}`);
-  return parts.length ? parts.join(" · ") : null;
-}
-
 /**
  * Case header — parchment band (IA-redesign mockup 17): full-bleed band with
  * the case title + status/type chips inline, a parties line, the case actions
@@ -29,15 +25,19 @@ function partiesLine(data?: CaseDetail): string | null {
  * the tab strip inside the band, anchored to its bottom edge.
  */
 export function CaseHeader({
+  caseNumber,
   data,
   actions,
   tabs,
 }: {
+  caseNumber: string;
   data?: CaseDetail;
   actions?: ReactNode;
   tabs?: ReactNode;
 }) {
-  const parties = partiesLine(data);
+  const appellants = data?.appellants?.filter(Boolean) ?? [];
+  const respondents = data?.respondents?.filter(Boolean) ?? [];
+  const hasParties = appellants.length > 0 || respondents.length > 0;
   const isBlam =
     data?.proceeding_type === 'בל"מ' || isBlamSubtype(data?.appeal_subtype);
 
@@ -60,6 +60,12 @@ export function CaseHeader({
             <span className="tabular-nums">
               {data?.proceeding_type ?? "ערר"} {data?.case_number ?? "—"}
             </span>
+            {/* case subject on the same line, smaller font (chair request) */}
+            {data?.title && (
+              <span className="text-navy/75 text-lg font-semibold leading-snug">
+                {data.title}
+              </span>
+            )}
             {data?.status && <StatusBadge status={data.status} />}
             {data?.archived_at && (
               <Badge
@@ -91,27 +97,44 @@ export function CaseHeader({
             )}
           </h1>
 
-          {/* case title / subject under the heading */}
-          {data?.title && (
-            <p className="text-navy/90 text-base font-semibold mt-2 max-w-3xl leading-snug">
-              {data.title}
-            </p>
-          )}
-          {/* parties line (mockup .parties) — clamped to 2 lines so a long list
-              of appellants/respondents doesn't grow the band; full text on hover. */}
-          {parties ? (
-            <p className="text-ink-soft text-sm mt-1.5 max-w-3xl line-clamp-2" title={parties}>
-              {parties}
-            </p>
-          ) : data?.subject ? (
-            <p className="text-ink-soft text-sm mt-1.5 max-w-3xl leading-relaxed line-clamp-2"
-               title={data.subject}>
-              {data.subject}
-            </p>
-          ) : null}
-
-          {/* case actions — kept verbatim, moved into the band */}
+          {/* case actions — parties now live in a popover (chair request) so
+              they don't push the tab content down the page. */}
           <div className="flex items-center gap-2 flex-wrap mt-3">
+            {hasParties && (
+              <Popover>
+                <PopoverTrigger asChild>
+                  <button
+                    type="button"
+                    className="inline-flex items-center gap-1.5 rounded-md border border-rule bg-surface px-3 py-1.5 text-[0.82rem] font-semibold text-ink-soft hover:bg-parchment transition-colors"
+                  >
+                    <Users className="w-3.5 h-3.5" />
+                    צדדים
+                  </button>
+                </PopoverTrigger>
+                <PopoverContent align="start" className="w-72 p-3 space-y-2.5 text-sm">
+                  {appellants.length > 0 && (
+                    <div>
+                      <div className="text-[0.7rem] font-bold text-gold-deep uppercase tracking-wider mb-1">
+                        עוררים
+                      </div>
+                      <ul className="space-y-0.5 text-ink-soft">
+                        {appellants.map((a, i) => <li key={`a${i}`}>{a}</li>)}
+                      </ul>
+                    </div>
+                  )}
+                  {respondents.length > 0 && (
+                    <div>
+                      <div className="text-[0.7rem] font-bold text-gold-deep uppercase tracking-wider mb-1">
+                        משיבים
+                      </div>
+                      <ul className="space-y-0.5 text-ink-soft">
+                        {respondents.map((r, i) => <li key={`r${i}`}>{r}</li>)}
+                      </ul>
+                    </div>
+                  )}
+                </PopoverContent>
+              </Popover>
+            )}
             {data?.case_number && (
               <CaseArchiveAction
                 caseNumber={data.case_number}
@@ -123,25 +146,13 @@ export function CaseHeader({
           </div>
         </div>
 
-        {/* metadata strip — hearing date / updated / sync */}
-        <dl className="grid grid-cols-2 gap-x-6 gap-y-1 text-sm shrink-0">
-          <dt className="text-ink-muted text-[0.72rem] uppercase tracking-wider">
-            תאריך דיון
-          </dt>
-          <dd className="text-ink-soft tabular-nums">{formatDate(data?.hearing_date)}</dd>
-          <dt className="text-ink-muted text-[0.72rem] uppercase tracking-wider">
-            עודכן
-          </dt>
-          <dd className="text-ink-soft tabular-nums">{formatDate(data?.updated_at)}</dd>
-          <dt className="text-ink-muted text-[0.72rem] uppercase tracking-wider">
-            סנכרון
-          </dt>
-          <dd><SyncIndicator caseNumber={data?.case_number} /></dd>
-        </dl>
       </div>
 
-      {/* tab strip anchored to band bottom (mockup .tabs) */}
-      {tabs ? <div className="mt-5">{tabs}</div> : null}
+      {/* ★ integrated status rail — visible on every tab (banner A, X17) */}
+      <StatusRail caseNumber={caseNumber} data={data} />
+
+      {/* tab strip anchored to band bottom */}
+      {tabs ? <div className="mt-4">{tabs}</div> : null}
     </div>
   );
 }

web-ui/src/components/cases/document-type-editor.tsx

@@ -4,6 +4,7 @@ import { useState } from "react";
 import { CheckCircle2, Loader2, Sparkles } from "lucide-react";
 import { Badge } from "@/components/ui/badge";
 import { Button } from "@/components/ui/button";
+import { Switch } from "@/components/ui/switch";
 import {
   Popover,
   PopoverContent,
@@ -20,6 +21,7 @@ import {
   APPRAISER_SIDE_LABELS,
   APPRAISER_SIDE_OPTIONS,
   DOC_TYPE_OPTIONS,
+  PROTOCOL_SCOPE_OPTIONS,
   appraiserSideLabel,
   doctypeLabel,
   doctypeTone,
@@ -29,14 +31,17 @@ import {
 import {
   useExtractAppraiserFacts,
   usePatchDocument,
+  type DocumentPatch,
   type ExtractAppraiserFactsResponse,
 } from "@/lib/api/documents";
 
 /*
  * Inline editor for a document's tags. Renders a colored Badge that opens a
- * Popover with two Selects:
+ * Popover with:
  *   1. doc_type (always shown)
- *   2. appraiser_side (only when doc_type === "appraisal")
+ *   2. appraiser_side  (only when doc_type === "appraisal")
+ *   3. protocol_scope  (only when doc_type === "protocol") — ועדת הערר / מקומית
+ *   4. is_post_hearing toggle (always shown) — moves the doc to overview group 4
  *
  * After a successful save we swap the Popover body to a confirmation view
  * with a "חלץ עובדות שמאיות עכשיו" button — extraction is expensive so we
@@ -49,15 +54,25 @@ export function DocumentTypeEditor({
   docId,
   docType,
   appraiserSide,
+  isPostHearing,
+  protocolScope,
 }: {
   caseNumber: string;
   docId: string;
   docType: string;
   appraiserSide?: string;
+  isPostHearing?: boolean;
+  protocolScope?: string;
 }) {
+  // Effective stored scope: absent === "appeal" (ועדת הערר) by convention.
+  const storedScope = protocolScope === "lower" ? "lower" : "appeal";
+  const storedPost = isPostHearing === true;
+
   const [open, setOpen] = useState(false);
   const [draftType, setDraftType] = useState<string>(docType || "");
   const [draftSide, setDraftSide] = useState<string>(appraiserSide || "");
+  const [draftScope, setDraftScope] = useState<string>(storedScope);
+  const [draftPost, setDraftPost] = useState<boolean>(storedPost);
   const [saved, setSaved] = useState(false);
   const [extractResult, setExtractResult] =
     useState<ExtractAppraiserFactsResponse | null>(null);
@@ -67,6 +82,8 @@ export function DocumentTypeEditor({
   function reset() {
     setDraftType(docType || "");
     setDraftSide(appraiserSide || "");
+    setDraftScope(storedScope);
+    setDraftPost(storedPost);
     setSaved(false);
     setExtractResult(null);
     patch.reset();
@@ -74,14 +91,17 @@ export function DocumentTypeEditor({
   }
 
   const isAppraisal = draftType === "appraisal";
+  const isProtocol = draftType === "protocol";
   const sideMissing = isAppraisal && !draftSide;
   const dirty =
     draftType !== docType ||
-    (isAppraisal && draftSide !== (appraiserSide || ""));
+    (isAppraisal && draftSide !== (appraiserSide || "")) ||
+    (isProtocol && draftScope !== storedScope) ||
+    draftPost !== storedPost;
 
   async function handleSave() {
     if (sideMissing || !dirty) return;
-    const body: { doc_type?: string; appraiser_side?: string } = {};
+    const body: DocumentPatch = {};
     if (draftType !== docType) body.doc_type = draftType;
     if (isAppraisal && draftSide !== (appraiserSide || "")) {
       body.appraiser_side = draftSide;
@@ -90,6 +110,16 @@ export function DocumentTypeEditor({
     // clear it so it doesn't dangle confusingly in metadata.
     if (!isAppraisal && appraiserSide) body.appraiser_side = "";
 
+    // protocol_scope: store only the non-default "lower"; anything else clears
+    // back to the implicit ועדת-הערר default. Also clear when leaving protocol.
+    if (isProtocol && draftScope !== storedScope) {
+      body.protocol_scope = draftScope === "lower" ? "lower" : "";
+    } else if (!isProtocol && protocolScope) {
+      body.protocol_scope = "";
+    }
+
+    if (draftPost !== storedPost) body.is_post_hearing = draftPost;
+
     // Swallow the rejection — errors surface via `patch.isError`; an unhandled
     // rejection from this async click handler would otherwise leak.
     try {
@@ -190,6 +220,46 @@ export function DocumentTypeEditor({
               </div>
             )}
 
+            {isProtocol && (
+              <div className="space-y-1.5">
+                <label className="text-xs text-ink-muted">פרוטוקול של</label>
+                <Select value={draftScope} onValueChange={setDraftScope} dir="rtl">
+                  <SelectTrigger className="w-full">
+                    <SelectValue />
+                  </SelectTrigger>
+                  <SelectContent>
+                    {PROTOCOL_SCOPE_OPTIONS.map((opt) => (
+                      <SelectItem key={opt.value} value={opt.value}>
+                        {opt.label}
+                      </SelectItem>
+                    ))}
+                  </SelectContent>
+                </Select>
+                <p className="text-[0.65rem] text-ink-muted leading-tight">
+                  ועדת הערר → קבוצת הפרוטוקול · מקומית/מחוזית → מסמכים נלווים
+                </p>
+              </div>
+            )}
+
+            <div className="flex items-start justify-between gap-3 rounded-md border border-rule bg-parchment/40 px-3 py-2.5">
+              <div className="space-y-0.5">
+                <label
+                  htmlFor={`post-${docId}`}
+                  className="text-xs font-medium text-ink block"
+                >
+                  התקבל אחרי הדיון
+                </label>
+                <p className="text-[0.65rem] text-ink-muted leading-tight">
+                  מעביר את המסמך לקבוצת המסמכים שלאחר הדיון ומזין את בלוק-ח
+                </p>
+              </div>
+              <Switch
+                id={`post-${docId}`}
+                checked={draftPost}
+                onCheckedChange={setDraftPost}
+              />
+            </div>
+
             {patch.isError && (
               <p className="text-[0.7rem] text-danger">
                 שמירה נכשלה. נסה שוב.

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

@@ -25,6 +25,13 @@ import { casesKeys } from "@/lib/api/cases";
 import type { CaseDetail, CaseDocument } from "@/lib/api/cases";
 import { DocumentTypeEditor } from "@/components/cases/document-type-editor";
 import { formatDateShort as formatDate } from "@/lib/format-date";
+import {
+  documentGroup,
+  DOC_GROUP_ORDER,
+  DOC_GROUP_LABELS,
+  DOC_GROUP_HINTS,
+  type DocGroup,
+} from "@/lib/doc-types";
 
 /*
  * Document list for the case detail "מסמכים" tab. Uses the real document
@@ -224,6 +231,13 @@ function DocumentRow({
   const canPreview =
     doc.extraction_status === "completed" || doc.extraction_status === "proofread";
 
+  const meta = doc.metadata as
+    | { appraiser_side?: string; is_post_hearing?: boolean; protocol_scope?: string }
+    | undefined;
+  const isPostHearing = meta?.is_post_hearing === true;
+  const protocolScope = meta?.protocol_scope;
+  const isProtocol = doc.doc_type === "protocol";
+
   return (
     <>
       <li className="py-3 flex items-start gap-3 hover:bg-gold-wash/30 transition-colors px-2 -mx-2 rounded group">
@@ -246,15 +260,24 @@ function DocumentRow({
             {doc.created_at && <span>{formatDate(doc.created_at)}</span>}
           </div>
         </button>
+        {isProtocol && (
+          <span className="shrink-0 self-center rounded-full border border-rule bg-parchment px-2 py-0.5 text-[0.62rem] font-medium text-navy whitespace-nowrap">
+            {protocolScope === "lower" ? "ועדה מקומית" : "ועדת הערר"}
+          </span>
+        )}
+        {isPostHearing && (
+          <span className="shrink-0 self-center rounded-full border border-info/40 bg-info-bg px-2 py-0.5 text-[0.62rem] font-medium text-info whitespace-nowrap">
+            לאחר הדיון
+          </span>
+        )}
         {doc.doc_type && (
           <DocumentTypeEditor
             caseNumber={caseNumber}
             docId={doc.id}
             docType={doc.doc_type}
-            appraiserSide={
-              (doc.metadata as { appraiser_side?: string } | undefined)
-                ?.appraiser_side
-            }
+            appraiserSide={meta?.appraiser_side}
+            isPostHearing={isPostHearing}
+            protocolScope={protocolScope}
           />
         )}
         <button
@@ -306,6 +329,30 @@ function DocumentsShell({ count, children }: { count: number; children: ReactNod
   );
 }
 
+/* ── Group section header ──────────────────────────────────────────
+ * The list is split into four convenience buckets (see documentGroup).
+ * The number is the fixed 1-4 position in DOC_GROUP_ORDER so a group keeps
+ * its identity even when earlier groups are empty and hidden. */
+function GroupHeader({ group, count }: { group: DocGroup; count: number }) {
+  const index = DOC_GROUP_ORDER.indexOf(group) + 1;
+  return (
+    <div className="flex items-center gap-2.5 px-2 -mx-2 py-2 border-b border-rule-soft bg-parchment/50">
+      <span className="w-[19px] h-[19px] shrink-0 rounded-full bg-navy text-cream text-[0.66rem] font-bold flex items-center justify-center tabular-nums">
+        {index}
+      </span>
+      <span className="text-[0.8rem] font-bold text-navy shrink-0">
+        {DOC_GROUP_LABELS[group]}
+      </span>
+      <span className="shrink-0 text-[0.62rem] font-bold text-gold-deep bg-gold-wash border border-rule rounded-full px-1.5 tabular-nums">
+        {count}
+      </span>
+      <span className="text-[0.66rem] text-ink-muted font-medium truncate">
+        {DOC_GROUP_HINTS[group]}
+      </span>
+    </div>
+  );
+}
+
 export function DocumentsPanel({
   data,
 }: {
@@ -329,6 +376,16 @@ export function DocumentsPanel({
     (a, b) => statusOrder(a.extraction_status) - statusOrder(b.extraction_status),
   );
 
+  // Bucket into the four overview groups. Iterating `sorted` preserves the
+  // within-group status ordering. Grouping is display-only — see documentGroup.
+  const grouped = new Map<DocGroup, CaseDocument[]>();
+  for (const doc of sorted) {
+    const g = documentGroup(doc.doc_type, doc.metadata);
+    const bucket = grouped.get(g);
+    if (bucket) bucket.push(doc);
+    else grouped.set(g, [doc]);
+  }
+
   const done = docs.filter(
     (d) => d.extraction_status === "completed" || d.extraction_status === "proofread",
   ).length;
@@ -378,12 +435,21 @@ export function DocumentsPanel({
         </div>
       )}
 
-      <div className="max-h-[70vh] overflow-y-auto overflow-x-hidden" dir="rtl">
-        <ul className="divide-y divide-rule" dir="rtl">
-          {sorted.map((doc) => (
-            <DocumentRow key={doc.id} doc={doc} caseNumber={caseNumber} />
-          ))}
-        </ul>
+      <div className="max-h-[70vh] overflow-y-auto overflow-x-hidden space-y-2" dir="rtl">
+        {DOC_GROUP_ORDER.map((group) => {
+          const groupDocs = grouped.get(group);
+          if (!groupDocs || groupDocs.length === 0) return null;
+          return (
+            <section key={group}>
+              <GroupHeader group={group} count={groupDocs.length} />
+              <ul className="divide-y divide-rule" dir="rtl">
+                {groupDocs.map((doc) => (
+                  <DocumentRow key={doc.id} doc={doc} caseNumber={caseNumber} />
+                ))}
+              </ul>
+            </section>
+          );
+        })}
       </div>
       </div>
     </DocumentsShell>

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) => {
@@ -233,34 +301,184 @@ export function DraftsPanel({
   }
 
   return (
-    <div className="space-y-6">
-      {/* ── Banner ── */}
+    // flex + per-card `order` so the visual order matches mockup 26:
+    // generate-card → banner → active-draft → drafts → final+learning → feedback.
+    <div className="flex flex-col gap-6">
+      {/* ── 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="flex items-center gap-3 rounded-lg border border-gold/40 bg-gold-wash px-4 py-3">
+        <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>
       )}
 
       {/* ── Active-draft badge — the DOCX that is the current source of truth ── */}
       {activeDraft?.filename && (
-        <div className="flex items-center gap-2 text-xs text-ink-muted">
+        <div className="order-2 flex items-center gap-2 text-xs text-ink-muted">
           <span>מקור האמת:</span>
           <Badge variant="outline" className="bg-surface">
             {activeDraft.filename}
@@ -269,7 +487,7 @@ export function DraftsPanel({
       )}
 
       {/* ── Chair's signed final decision — clean upload + staged learning pipeline ── */}
-      <section className="rounded-lg border border-gold/40 bg-gold-wash/40 p-4 space-y-3">
+      <section className="order-4 rounded-lg border border-gold/40 bg-gold-wash/40 p-4 space-y-3">
         <input
           ref={finalFileRef}
           type="file"
@@ -347,13 +565,13 @@ export function DraftsPanel({
           </div>
         )}
         {hasFinal && <LearningStatusBadges caseNumber={caseNumber} />}
+        {/* precedents cited inside the signed decision — sub-section of the
+            final card (mockup 18h), collapsible inside CitationsSection itself */}
+        <CitationsSection caseNumber={caseNumber} />
       </section>
 
-      {/* ── Precedents cited inside the signed decision ── */}
-      <CitationsSection caseNumber={caseNumber} />
-
-      {/* ── Exports list ── */}
-      <section>
+      {/* ── Card: draft files (mockup 18h) ── */}
+      <section className="order-3 rounded-lg border border-rule bg-surface p-4">
         <div className="flex items-center justify-between mb-3">
           <h3 className="text-navy text-base">קבצי טיוטה</h3>
           <div className="flex items-center gap-2">
@@ -396,9 +614,9 @@ export function DraftsPanel({
             <table className="w-full text-sm">
               <thead>
                 <tr className="bg-rule-soft/40 text-ink-muted text-[0.75rem]">
-                  <th className="text-start px-4 py-2 font-medium">File</th>
-                  <th className="text-start px-4 py-2 font-medium">Size</th>
-                  <th className="text-start px-4 py-2 font-medium">Date</th>
+                  <th className="text-start px-4 py-2 font-medium">קובץ</th>
+                  <th className="text-start px-4 py-2 font-medium">גודל</th>
+                  <th className="text-start px-4 py-2 font-medium">תאריך</th>
                   <th className="px-4 py-2" />
                 </tr>
               </thead>
@@ -521,8 +739,8 @@ export function DraftsPanel({
         </Dialog>
       </section>
 
-      {/* ── Chair feedback ── */}
-      <section>
+      {/* ── Card: chair feedback (mockup 18h) ── */}
+      <section className="order-5 rounded-lg border border-rule bg-surface p-4">
         <div className="flex items-center justify-between mb-3">
           <h3 className="text-navy text-base">
             הערות יו״ר

web-ui/src/components/cases/legal-arguments-panel.tsx

@@ -76,11 +76,50 @@ type PartySectionProps = {
 };
 
 /**
- * Inner body of a single party — the priority-grouping + per-argument inner
- * accordion. The party header (name / sub / count) now lives on the enclosing
- * party-accordion trigger (mockup 25b), so this renders the groups only.
+ * Inner body of a single party. For a multi-litigant side (respondent /
+ * permit_applicant) whose arguments carry distinct ``party_name`` brief labels,
+ * we sub-group by brief first — so opposing joint briefs (e.g. "משיבות 2-3" vs
+ * "משיבים 4-6") read as separate positions rather than one merged list (#224).
+ * Single-voice sides (one empty brief) render the priority groups directly.
  */
 function PartySection({ args }: PartySectionProps) {
+  const briefs = useMemo(() => {
+    const byBrief = new Map<string, LegalArgument[]>();
+    for (const a of args) {
+      const key = a.party_name?.trim() ?? "";
+      const list = byBrief.get(key);
+      if (list) list.push(a);
+      else byBrief.set(key, [a]);
+    }
+    return [...byBrief.entries()];
+  }, [args]);
+
+  // No real per-brief split (single, unnamed group) → render groups directly.
+  if (briefs.length <= 1) {
+    return <PriorityGroups args={briefs[0]?.[1] ?? args} />;
+  }
+
+  return (
+    <div className="space-y-5">
+      {briefs.map(([brief, briefArgs]) => (
+        <div key={brief || "—"} className="space-y-2">
+          <div className="flex items-center gap-2 border-s-2 border-gold-deep ps-2">
+            <span className="text-navy text-sm font-semibold">
+              {brief || "ללא שיוך לכתב"}
+            </span>
+            <span className="text-ink-muted text-xs">
+              {briefArgs.length} טיעונים
+            </span>
+          </div>
+          <PriorityGroups args={briefArgs} />
+        </div>
+      ))}
+    </div>
+  );
+}
+
+/** Priority-grouped argument accordion for one coherent set of arguments. */
+function PriorityGroups({ args }: PartySectionProps) {
   const grouped = useMemo(() => groupByPriority(args), [args]);
   return (
     <div className="space-y-4">

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

@@ -0,0 +1,351 @@
+"use client";
+
+import { useRef, useState } from "react";
+import { Card, CardContent } from "@/components/ui/card";
+import { Button } from "@/components/ui/button";
+import { Skeleton } from "@/components/ui/skeleton";
+import { SubsectionCard } from "@/components/compose/subsection-card";
+import { PrecedentsSection } from "@/components/compose/precedents-section";
+import { Markdown } from "@/components/ui/markdown";
+import { useCase } from "@/lib/api/cases";
+import {
+  useCaseLearningStatus,
+  type CaseLearningStatus,
+} from "@/lib/api/learning";
+import { useResearchAnalysis } from "@/lib/api/research";
+import { useCasePrecedents } from "@/lib/api/precedents";
+
+/*
+ * PositionsPanel — the chair's editing surface for the analyst's threshold
+ * claims + issues (chair positions feed block י). Extracted verbatim from the
+ * former /compose "עמדות וטענות" tab when the decision editor was merged into
+ * the main case page (X17 #3). Lives inside the "טיעונים ועמדות" tab above the
+ * collapsible by-party aggregated arguments. The 12-block editor + citation
+ * verification moved to their own top-level tabs; /compose was deleted.
+ */
+
+// ── Staged-pipeline indicator text — derived from the live learning-status,
+// same source as the drafts-panel LearningStatusBadges. ──────────────────────
+function voiceLearningText(s?: CaseLearningStatus): string {
+  if (!s?.final_uploaded) return "ממתין להעלאת הסופי";
+  const v = s.voice_learning;
+  if (v.outcome === "succeeded") {
+    const bits = [`${v.lessons_count} לקחים הופקו`];
+    if (v.lessons_proposed > 0) bits.push(`${v.lessons_proposed} הוצעו לאישור`);
+    return `✓ הושלם · ${bits.join(" · ")}`;
+  }
+  if (v.outcome === "failed") return v.error ? `✗ נכשל — ${v.error}` : "✗ נכשל";
+  return "ממתין להרצה";
+}
+
+function halachaExtractionText(s?: CaseLearningStatus): string {
+  if (!s?.final_uploaded) return "ממתין להעלאת הסופי";
+  const h = s.halacha_extraction;
+  if (!h.enrolled_in_corpus)
+    return h.not_enrolled_reason ?? "לא נכנס לקורפוס-הפסיקה";
+  switch (h.status) {
+    case "completed":
+      return `✓ הושלם · חולצו ${h.halachot_count} · ${h.approved} אושרו · ${h.rejected} נדחו`;
+    case "processing":
+      return "רץ עכשיו…";
+    case "pending":
+    case "busy":
+      return "בתור";
+    case "partial":
+      return `חלקי · חולצו ${h.halachot_count}`;
+    case "failed":
+    case "extraction_failed":
+      return "✗ נכשל";
+    case "no_chunks":
+      return "אין טקסט לחילוץ";
+    default:
+      return "ממתין להרצה";
+  }
+}
+
+function ProseSection({ title, content }: { title: string; content?: string }) {
+  if (!content?.trim()) return null;
+  return (
+    <section className="space-y-2">
+      <h3 className="text-[0.78rem] uppercase tracking-[0.08em] text-gold-deep font-semibold">
+        {title}
+      </h3>
+      <Markdown content={content.trim()} />
+    </section>
+  );
+}
+
+// ── "השלמה והעברה" rail card — DOCX export, analysis upload/download (real) ──
+function FinishRail({
+  caseNumber,
+  hasAnalysis,
+  onUploaded,
+}: {
+  caseNumber: string;
+  hasAnalysis: boolean;
+  onUploaded: () => void;
+}) {
+  const fileRef = useRef<HTMLInputElement>(null);
+  const [uploading, setUploading] = useState(false);
+  const [uploadMsg, setUploadMsg] = useState<{ ok: boolean; text: string } | null>(null);
+  const learning = useCaseLearningStatus(caseNumber);
+
+  async function handleUpload(file: File) {
+    setUploading(true);
+    setUploadMsg(null);
+    try {
+      const form = new FormData();
+      form.append("file", file);
+      const res = await fetch(`/api/cases/${caseNumber}/research/analysis/upload`, {
+        method: "PUT",
+        body: form,
+      });
+      const data = await res.json();
+      if (!res.ok) {
+        setUploadMsg({ ok: false, text: data.detail || "שגיאה בהעלאה" });
+        return;
+      }
+      setUploadMsg({
+        ok: true,
+        text: `הקובץ הועלה — ${data.sections.threshold_claims} טענות סף, ${data.sections.issues} סוגיות`,
+      });
+      onUploaded();
+    } catch {
+      setUploadMsg({ ok: false, text: "שגיאת רשת" });
+    } finally {
+      setUploading(false);
+      if (fileRef.current) fileRef.current.value = "";
+    }
+  }
+
+  return (
+    <Card className="bg-surface border-rule shadow-sm">
+      <CardContent className="px-4 py-4">
+        <h3 className="text-navy text-[0.9rem] font-semibold mb-3">השלמה והעברה</h3>
+
+        <input
+          ref={fileRef}
+          type="file"
+          accept=".md"
+          className="hidden"
+          onChange={(e) => {
+            const f = e.target.files?.[0];
+            if (f) handleUpload(f);
+          }}
+        />
+
+        <div className="space-y-2">
+          {hasAnalysis && (
+            <Button
+              variant="outline"
+              className="w-full justify-center"
+              onClick={() => {
+                const a = document.createElement("a");
+                a.href = `/api/cases/${caseNumber}/research/analysis/export-docx`;
+                a.click();
+              }}
+            >
+              ייצוא DOCX
+            </Button>
+          )}
+          <Button
+            className="w-full justify-center bg-gold text-white hover:bg-gold-deep"
+            disabled={uploading}
+            onClick={() => fileRef.current?.click()}
+          >
+            {uploading ? "מעלה…" : "העלאת ניתוח מעודכן"}
+          </Button>
+          {hasAnalysis && (
+            <Button
+              variant="outline"
+              className="w-full justify-center"
+              onClick={() => {
+                const a = document.createElement("a");
+                a.href = `/api/cases/${caseNumber}/research/analysis/download`;
+                a.download = `analysis-${caseNumber}.md`;
+                a.click();
+              }}
+            >
+              הורד ניתוח (MD)
+            </Button>
+          )}
+        </div>
+
+        {uploadMsg && (
+          <p className={`text-xs mt-2 ${uploadMsg.ok ? "text-success" : "text-danger"}`}>
+            {uploadMsg.text}
+          </p>
+        )}
+
+        {/* stage indicators — informational pointers, not actions */}
+        <div className="mt-3 space-y-0">
+          <div className="text-[0.78rem] text-ink-muted pt-2 border-t border-rule-soft">
+            <b className="text-navy">הרץ למידת-קול</b> — {voiceLearningText(learning.data)}
+          </div>
+          <div className="text-[0.78rem] text-ink-muted pt-2 mt-2 border-t border-rule-soft">
+            <b className="text-navy">הרץ אימות-הלכות</b> — {halachaExtractionText(learning.data)}
+          </div>
+        </div>
+      </CardContent>
+    </Card>
+  );
+}
+
+export function PositionsPanel({ caseNumber }: { caseNumber: string }) {
+  const caseQuery = useCase(caseNumber);
+  const analysis = useResearchAnalysis(caseNumber);
+  const precedentsQuery = useCasePrecedents(caseNumber);
+
+  const allPrecedents = precedentsQuery.data ?? [];
+  const caseLevelPrecedents = allPrecedents.filter((p) => p.section_id === null);
+  const precedentsBySection = new Map<string, typeof allPrecedents>();
+  for (const p of allPrecedents) {
+    if (p.section_id) {
+      const existing = precedentsBySection.get(p.section_id) ?? [];
+      existing.push(p);
+      precedentsBySection.set(p.section_id, existing);
+    }
+  }
+  const practiceArea = caseQuery.data?.practice_area ?? null;
+
+  const isNotFound =
+    analysis.error instanceof Error &&
+    /404|לא נמצא|טרם בוצע/.test(analysis.error.message);
+
+  return (
+    <div className="space-y-4">
+      <p className="text-ink-muted text-[0.78rem]">
+        סוגיות-המחלוקת ועמדות הצדדים. עורך עמדת-היו״ר נשמר אוטומטית ומזין את בלוק י׳ (דיון והכרעה).
+      </p>
+
+      {analysis.isPending ? (
+        <Card className="bg-surface border-rule shadow-sm">
+          <CardContent className="px-6 py-5 space-y-3">
+            <Skeleton className="h-6 w-48" />
+            <Skeleton className="h-4 w-96" />
+            <Skeleton className="h-32 w-full" />
+          </CardContent>
+        </Card>
+      ) : isNotFound ? (
+        <Card className="bg-surface border-rule shadow-sm">
+          <CardContent className="px-6 py-12 text-center space-y-3">
+            <div className="text-gold text-3xl" aria-hidden>❦</div>
+            <h2 className="text-navy text-lg mb-0">
+              טרם בוצע ניתוח משפטי לתיק זה
+            </h2>
+            <p className="text-ink-muted text-sm max-w-md mx-auto">
+              לאחר שקובץ <code>analysis-and-research.md</code> ייווצר, תוכלי
+              לערוך כאן את עמדת הוועדה לכל טענת סף וסוגיה.
+            </p>
+          </CardContent>
+        </Card>
+      ) : analysis.error ? (
+        <Card className="bg-danger-bg border-danger/40">
+          <CardContent className="px-6 py-5 text-center">
+            <p className="text-danger">{analysis.error.message}</p>
+          </CardContent>
+        </Card>
+      ) : analysis.data ? (
+        <div className="space-y-6">
+          {analysis.data.threshold_claims &&
+            analysis.data.threshold_claims.length > 0 && (
+              <div className="space-y-3">
+                <div className="flex items-center gap-2">
+                  <h2 className="text-navy text-lg font-semibold mb-0">טענות סף</h2>
+                  <span className="text-[0.72rem] rounded-full bg-gold-wash text-gold-deep px-2 py-0.5 border border-gold/40 tabular-nums">
+                    {analysis.data.threshold_claims.length}
+                  </span>
+                </div>
+                <div className="grid gap-3 lg:grid-cols-2 items-start">
+                  {analysis.data.threshold_claims.map((tc) => (
+                    <SubsectionCard
+                      key={tc.id}
+                      caseNumber={caseNumber}
+                      item={tc}
+                      precedents={precedentsBySection.get(tc.id) ?? []}
+                      practiceArea={practiceArea}
+                    />
+                  ))}
+                </div>
+              </div>
+            )}
+
+          {analysis.data.issues && analysis.data.issues.length > 0 && (
+            <div className="space-y-3">
+              <div className="flex items-center gap-2">
+                <h2 className="text-navy text-lg font-semibold mb-0">סוגיות להכרעה</h2>
+                <span className="text-[0.72rem] rounded-full bg-gold-wash text-gold-deep px-2 py-0.5 border border-gold/40 tabular-nums">
+                  {analysis.data.issues.length}
+                </span>
+              </div>
+              <div className="grid gap-3 lg:grid-cols-2 items-start">
+                {analysis.data.issues.map((iss) => (
+                  <SubsectionCard
+                    key={iss.id}
+                    caseNumber={caseNumber}
+                    item={iss}
+                    precedents={precedentsBySection.get(iss.id) ?? []}
+                    practiceArea={practiceArea}
+                  />
+                ))}
+              </div>
+            </div>
+          )}
+
+          {!analysis.data.threshold_claims?.length &&
+            !analysis.data.issues?.length && (
+              <Card className="bg-surface border-rule">
+                <CardContent className="px-6 py-10 text-center text-ink-muted">
+                  לא נמצאו טענות סף או סוגיות בניתוח זה.
+                </CardContent>
+              </Card>
+            )}
+
+          <Card className="bg-surface border-rule shadow-sm">
+            <CardContent className="px-6 py-5 space-y-5">
+              <h2 className="text-navy text-lg font-semibold mb-0">רקע לניתוח</h2>
+              <ProseSection title="צד מיוצג" content={analysis.data.represented_party} />
+              <ProseSection title="רקע דיוני" content={analysis.data.procedural_background} />
+              <ProseSection title="עובדות מוסכמות" content={analysis.data.agreed_facts} />
+              <ProseSection title="עובדות במחלוקת" content={analysis.data.disputed_facts} />
+            </CardContent>
+          </Card>
+
+          {analysis.data.conclusions?.trim() && (
+            <Card className="bg-gold-wash border-gold/40 shadow-sm">
+              <CardContent className="px-6 py-5 space-y-3">
+                <h2 className="text-gold-deep text-lg font-semibold mb-0">מסקנות</h2>
+                <Markdown content={analysis.data.conclusions.trim()} />
+              </CardContent>
+            </Card>
+          )}
+        </div>
+      ) : null}
+
+      {/* case-level פסיקה מצורפת + finish/export gates (INV-IA3: not removed) */}
+      <div className="grid gap-4 lg:grid-cols-2 items-start pt-2">
+        <Card className="bg-surface border-rule shadow-sm">
+          <CardContent className="px-5 py-4">
+            <h3 className="text-navy text-[0.9rem] font-semibold mb-1">פסיקה מצורפת</h3>
+            <p className="text-[0.72rem] text-ink-muted mb-3">
+              ציטוטים התומכים בעמדה באופן רוחבי — ישולבו בפתיחת בלוק י (דיון).
+            </p>
+            <PrecedentsSection
+              caseNumber={caseNumber}
+              sectionId={null}
+              precedents={caseLevelPrecedents}
+              practiceArea={practiceArea}
+              emptyHelperText="עדיין לא צורפה פסיקה כללית לתיק"
+            />
+          </CardContent>
+        </Card>
+
+        <FinishRail
+          caseNumber={caseNumber}
+          hasAnalysis={!!analysis.data}
+          onUploaded={() => analysis.refetch()}
+        />
+      </div>
+    </div>
+  );
+}

web-ui/src/components/cases/status-badge.tsx

@@ -17,6 +17,8 @@ const STATUS_ICONS: Record<CaseStatus, LucideIcon> = {
   new:                FilePlus2,
   processing:         Loader2,
   documents_ready:    FileCheck,
+  analyst_verified:   SearchCheck,
+  research_complete:  Compass,
   outcome_set:        Target,
   direction_approved: Compass,
   qa_review:          SearchCheck,
@@ -36,6 +38,8 @@ const STATUS_TONE: Record<CaseStatus, string> = {
   new:               "bg-rule-soft text-ink-muted border-rule",
   processing:        "bg-info-bg text-info border-info/30",
   documents_ready:   "bg-info-bg text-info border-info/40",
+  analyst_verified:  "bg-gold-wash text-gold-deep border-gold/40",
+  research_complete: "bg-gold-wash text-gold-deep border-gold/40",
   outcome_set:       "bg-gold-wash text-gold-deep border-gold/40",
   direction_approved:"bg-gold-wash text-gold-deep border-gold/50",
   qa_review:         "bg-warn-bg text-warn border-warn/40",

web-ui/src/components/cases/status-hero.tsx

@@ -1,158 +0,0 @@
-"use client";
-
-import { PHASES, type CaseStatus } from "@/lib/api/case-status";
-import { statusLabel } from "@/lib/api/case-status";
-import { StatusChanger } from "@/components/cases/status-changer";
-import { StatusGuide } from "@/components/cases/status-guide";
-import { AgentStatusWidget } from "@/components/cases/agent-status-widget";
-import { expectedOutcomes } from "@/lib/schemas/case";
-import { formatDate } from "@/lib/format-date";
-import type { CaseDetail } from "@/lib/api/cases";
-
-/*
- * StatusHero — the single, prominent home for case status (mockup 18b, INV-IA1).
- * Renders the horizontal pipeline stepper, the current-stage chip, the manual
- * status changer, and a meta strip. This is the ONLY surface in the app that
- * owns the status changer / pipeline timeline (status was removed from the
- * compose editor and the other case tabs). Reuses the shared StatusChanger,
- * StatusGuide and AgentStatusWidget so no parallel status path is created (G2).
- */
-
-const EXPECTED_OUTCOME_LABELS: Record<string, string> = Object.fromEntries(
-  expectedOutcomes.map((o) => [o.value, o.label]),
-);
-
-function phaseIndexOf(status?: CaseStatus): number {
-  if (!status) return -1;
-  return PHASES.findIndex((p) => p.statuses.includes(status));
-}
-
-/** Horizontal RTL stepper over the 5 lifecycle phases (mockup 18b .stepper). */
-function HorizontalStepper({ status }: { status?: CaseStatus }) {
-  const currentIdx = phaseIndexOf(status);
-  return (
-    <ol className="flex items-start gap-0">
-      {PHASES.map((phase, i) => {
-        const state =
-          currentIdx === -1 ? "pending"
-          : i < currentIdx ? "done"
-          : i === currentIdx ? "now"
-          : "pending";
-
-        const isLast = i === PHASES.length - 1;
-
-        const knobTone =
-          state === "done"
-            ? "bg-success [box-shadow:0_0_0_1px_var(--color-success)]"
-            : state === "now"
-              ? "bg-gold [box-shadow:0_0_0_2px_var(--color-gold-wash),0_0_0_3px_var(--color-gold)]"
-              : "bg-rule [box-shadow:0_0_0_1px_var(--color-rule)]";
-
-        const labelTone =
-          state === "done"
-            ? "text-ink-soft"
-            : state === "now"
-              ? "text-navy font-bold"
-              : "text-ink-muted";
-
-        // connector runs toward the next (earlier-completed) phase; in RTL the
-        // line sits to the start side. Coloured when this phase is done.
-        const segTone = state === "done" ? "bg-success" : "bg-rule";
-
-        return (
-          <li
-            key={phase.key}
-            className="relative flex-1 pt-7 text-center"
-          >
-            {!isLast && (
-              <span
-                className={`absolute top-[9px] h-0.5 w-full ${segTone}`}
-                style={{ insetInlineStart: "50%" }}
-                aria-hidden
-              />
-            )}
-            <span
-              className={`absolute top-[3px] h-4 w-4 -translate-x-1/2 rounded-full border-[3px] border-surface ${knobTone}`}
-              style={{ insetInlineStart: "50%", transform: "translateX(50%)" }}
-              aria-hidden
-            />
-            <span className={`block text-[0.78rem] ${labelTone}`}>
-              {phase.label}
-              <span className="block text-[0.68rem] text-ink-muted mt-0.5 tabular-nums">
-                {state === "now" ? "כעת" : state === "done" ? "✓" : "—"}
-              </span>
-            </span>
-          </li>
-        );
-      })}
-    </ol>
-  );
-}
-
-export function StatusHero({
-  caseNumber,
-  data,
-}: {
-  caseNumber: string;
-  data?: CaseDetail;
-}) {
-  const status = data?.status;
-  const expectedOutcomeLabel = data?.expected_outcome
-    ? EXPECTED_OUTCOME_LABELS[data.expected_outcome] ?? data.expected_outcome
-    : null;
-
-  return (
-    <div className="rounded-xl border border-rule bg-surface shadow-sm px-6 py-5">
-      {/* hero top — title + current stage chip + manual changer */}
-      <div className="flex items-start justify-between flex-wrap gap-4 mb-4">
-        <div className="flex items-center gap-3">
-          <h2 className="text-navy text-base font-bold">סטטוס התיק</h2>
-          {status && (
-            <span className="rounded-full bg-warn-bg text-warn text-[0.8rem] font-bold px-3.5 py-1">
-              כעת: {statusLabel(status)}
-            </span>
-          )}
-        </div>
-        {/* manual status changer — the SINGLE manual-status surface (INV-IA1) */}
-        <StatusChanger caseNumber={caseNumber} currentStatus={status} inline />
-      </div>
-
-      {/* horizontal pipeline */}
-      <HorizontalStepper status={status} />
-
-      {/* meta strip below the stepper (mockup 18b .hero-meta) */}
-      <div className="flex flex-wrap gap-x-8 gap-y-3 mt-5 pt-4 border-t border-rule-soft">
-        <div className="flex flex-col">
-          <span className="text-[0.72rem] text-ink-muted">תוצאה צפויה</span>
-          <span className="text-sm font-semibold mt-0.5">
-            {expectedOutcomeLabel ? (
-              <span className="inline-block rounded-full bg-warn-bg text-warn text-[0.78rem] font-semibold px-2.5 py-0.5">
-                {expectedOutcomeLabel}
-              </span>
-            ) : (
-              <span className="text-ink-soft">לא נקבע</span>
-            )}
-          </span>
-        </div>
-        <div className="flex flex-col">
-          <span className="text-[0.72rem] text-ink-muted">תאריך דיון</span>
-          <span className="text-sm font-semibold text-ink-soft mt-0.5 tabular-nums">
-            {formatDate(data?.hearing_date)}
-          </span>
-        </div>
-        <div className="flex flex-col">
-          <span className="text-[0.72rem] text-ink-muted">עודכן לאחרונה</span>
-          <span className="text-sm font-semibold text-ink-soft mt-0.5 tabular-nums">
-            {formatDate(data?.updated_at)}
-          </span>
-        </div>
-      </div>
-
-      {/* agents activity + status-map progressive disclosure (INV-IA6) */}
-      <div className="mt-4 pt-4 border-t border-rule-soft space-y-3">
-        <AgentStatusWidget caseNumber={caseNumber} />
-        <StatusGuide />
-      </div>
-    </div>
-  );
-}

web-ui/src/components/cases/status-rail.tsx

@@ -0,0 +1,195 @@
+"use client";
+
+import {
+  PHASES,
+  phaseIndexOf,
+  phaseOf,
+  type CaseStatus,
+} from "@/lib/api/case-status";
+import { StatusChanger } from "@/components/cases/status-changer";
+import { StatusGuide } from "@/components/cases/status-guide";
+import { AgentStatusWidget } from "@/components/cases/agent-status-widget";
+import { SyncIndicator } from "@/components/cases/sync-indicator";
+import {
+  Popover,
+  PopoverContent,
+  PopoverTrigger,
+} from "@/components/ui/popover";
+import { expectedOutcomes } from "@/lib/schemas/case";
+import { formatDate } from "@/lib/format-date";
+import { Settings2, Users } from "lucide-react";
+import type { CaseDetail } from "@/lib/api/cases";
+
+/*
+ * StatusRail — the integrated case-status strip that lives inside the parchment
+ * band (CaseHeader), so it is visible on EVERY tab (banner "A", X17 case-detail
+ * redesign — supersedes the overview-only StatusHero). One thin row of chips
+ * (current phase · expected outcome · meta · agents popover · manual changer)
+ * over the 5-phase pipeline stepper. Reuses the shared StatusChanger / StatusGuide
+ * / AgentStatusWidget so no parallel status path is created (G2).
+ */
+
+const EXPECTED_OUTCOME_LABELS: Record<string, string> = Object.fromEntries(
+  expectedOutcomes.map((o) => [o.value, o.label]),
+);
+
+/** Semantic colour per expected-outcome value (rejection/partial/full/none). */
+const OUTCOME_TONE: Record<string, string> = {
+  rejection: "bg-danger-bg text-danger",
+  partial_acceptance: "bg-warn-bg text-warn",
+  full_acceptance: "bg-success-bg text-success",
+};
+
+/** Horizontal RTL stepper over the 5 lifecycle phases (mockup A .stepper). */
+function HorizontalStepper({ status }: { status?: CaseStatus }) {
+  const currentIdx = phaseIndexOf(status);
+  return (
+    <ol className="flex items-start gap-0">
+      {PHASES.map((phase, i) => {
+        const state =
+          currentIdx === -1 ? "pending"
+          : i < currentIdx ? "done"
+          : i === currentIdx ? "now"
+          : "pending";
+
+        const isLast = i === PHASES.length - 1;
+
+        const knobTone =
+          state === "done"
+            ? "bg-success [box-shadow:0_0_0_1px_var(--color-success)]"
+            : state === "now"
+              ? "bg-gold [box-shadow:0_0_0_2px_var(--color-gold-wash),0_0_0_3px_var(--color-gold)]"
+              : "bg-rule [box-shadow:0_0_0_1px_var(--color-rule)]";
+
+        const labelTone =
+          state === "done"
+            ? "text-ink-soft"
+            : state === "now"
+              ? "text-navy font-bold"
+              : "text-ink-muted";
+
+        const segTone = state === "done" ? "bg-success" : "bg-rule";
+
+        return (
+          <li key={phase.key} className="relative flex-1 pt-6 text-center">
+            {!isLast && (
+              <span
+                className={`absolute top-[7px] h-0.5 w-full ${segTone}`}
+                style={{ insetInlineStart: "50%" }}
+                aria-hidden
+              />
+            )}
+            <span
+              className={`absolute top-[2px] h-3.5 w-3.5 rounded-full border-[2.5px] border-surface ${knobTone}`}
+              style={{ insetInlineStart: "50%", transform: "translateX(50%)" }}
+              aria-hidden
+            />
+            <span className={`block text-[0.74rem] ${labelTone}`}>
+              {phase.label}
+            </span>
+          </li>
+        );
+      })}
+    </ol>
+  );
+}
+
+const PILL =
+  "inline-flex items-center gap-1.5 rounded-full border border-rule bg-surface px-3 py-1 text-[0.72rem] font-semibold text-ink-soft hover:bg-parchment transition-colors";
+
+export function StatusRail({
+  caseNumber,
+  data,
+}: {
+  caseNumber: string;
+  data?: CaseDetail;
+}) {
+  const status = data?.status;
+  const phaseKey = phaseOf(status);
+  const phaseLabel = phaseKey
+    ? PHASES.find((p) => p.key === phaseKey)?.label
+    : null;
+  const outcome = data?.expected_outcome ?? "";
+  const outcomeLabel = outcome
+    ? EXPECTED_OUTCOME_LABELS[outcome] ?? outcome
+    : null;
+  const outcomeTone = outcome
+    ? OUTCOME_TONE[outcome] ?? "bg-warn-bg text-warn"
+    : "bg-rule-soft text-ink-muted";
+
+  return (
+    <div className="mt-3 border-t border-rule-soft pt-3">
+      {/* chip row */}
+      <div className="flex items-center gap-x-3 gap-y-2 flex-wrap mb-3">
+        <span className="text-navy text-[0.8rem] font-bold me-1">סטטוס</span>
+        {phaseLabel && (
+          <span className="rounded-full bg-warn-bg text-warn text-[0.78rem] font-bold px-3 py-1">
+            כעת: {phaseLabel}
+          </span>
+        )}
+        <span className="inline-flex items-center gap-1.5">
+          <span className="text-[0.72rem] text-ink-muted">תוצאה צפויה:</span>
+          <span
+            className={`inline-block rounded-full text-[0.74rem] font-semibold px-2.5 py-0.5 ${outcomeTone}`}
+          >
+            {outcomeLabel ?? "טרם נקבעה"}
+          </span>
+        </span>
+
+        <span className="flex-1" />
+
+        <span className="flex items-center gap-3 text-[0.72rem] text-ink-muted">
+          <span>
+            דיון{" "}
+            <b className="text-ink-soft font-semibold tabular-nums">
+              {formatDate(data?.hearing_date)}
+            </b>
+          </span>
+          <span>
+            עודכן{" "}
+            <b className="text-ink-soft font-semibold tabular-nums">
+              {formatDate(data?.updated_at)}
+            </b>
+          </span>
+          <span className="inline-flex items-center gap-1">
+            סנכרון <SyncIndicator caseNumber={data?.case_number} />
+          </span>
+        </span>
+
+        {/* agents popover */}
+        <Popover>
+          <PopoverTrigger asChild>
+            <button type="button" className={PILL} title="סוכני התיק">
+              <span className="h-1.5 w-1.5 rounded-full bg-success" />
+              <Users className="w-3.5 h-3.5" />
+              סוכנים
+            </button>
+          </PopoverTrigger>
+          <PopoverContent align="end" className="w-80 p-3">
+            <AgentStatusWidget caseNumber={caseNumber} />
+          </PopoverContent>
+        </Popover>
+
+        {/* manual status changer + status guide popover */}
+        <Popover>
+          <PopoverTrigger asChild>
+            <button type="button" className={PILL} title="שינוי סטטוס ידני">
+              <Settings2 className="w-3.5 h-3.5" />
+              שינוי
+            </button>
+          </PopoverTrigger>
+          <PopoverContent align="end" className="w-72 p-3 space-y-3">
+            <div className="text-[0.72rem] font-semibold text-ink-muted">
+              שינוי סטטוס ידני
+            </div>
+            <StatusChanger caseNumber={caseNumber} currentStatus={status} inline />
+            <StatusGuide />
+          </PopoverContent>
+        </Popover>
+      </div>
+
+      {/* pipeline */}
+      <HorizontalStepper status={status} />
+    </div>
+  );
+}

web-ui/src/components/cases/workflow-timeline.tsx

@@ -1,6 +1,6 @@
 "use client";
 
-import { PHASES, type CaseStatus, type PhaseKey } from "@/lib/api/case-status";
+import { PHASES, phaseIndexOf, type CaseStatus, type PhaseKey } from "@/lib/api/case-status";
 import { STATUS_LABELS, STATUS_ICONS, STATUS_DESCRIPTIONS } from "@/components/cases/status-badge";
 import {
   FolderInput, ClipboardList, Brain, PenLine, CheckCircle2,
@@ -21,11 +21,6 @@ const PHASE_ICONS: Record<PhaseKey, LucideIcon> = {
   done:     CheckCircle2,
 };
 
-function phaseIndexOf(status?: CaseStatus): number {
-  if (!status) return -1;
-  return PHASES.findIndex((p) => p.statuses.includes(status));
-}
-
 export function WorkflowTimeline({ status }: { status?: CaseStatus }) {
   const currentIdx = phaseIndexOf(status);
 

web-ui/src/components/compose/citation-verification-panel.tsx

@@ -5,12 +5,22 @@
  * supporting precedents with the cumulative authority signal (cited_by), a verify
  * gate + chair note, and per-issue radar (unlinked digests). The writer cites only
  * verified quotes (INV-AH); the digest is never cited (INV-DIG1, radar only).
+ *
+ * Redesign (mockup 18g): summary + verification progress bar, status filters,
+ * collapsible per-argument accordion with a verify-progress chip, and compact
+ * precedent rows (clamped quote, collapsible chair note) — easier to triage.
  */
 
 import { useState } from "react";
 import { toast } from "sonner";
 import { Card, CardContent } from "@/components/ui/card";
 import { Skeleton } from "@/components/ui/skeleton";
+import {
+  Accordion,
+  AccordionContent,
+  AccordionItem,
+  AccordionTrigger,
+} from "@/components/ui/accordion";
 import {
   useCitationVerification,
   useVerifyCitation,
@@ -33,10 +43,34 @@ const RADAR_LABEL: Record<string, string> = {
   available_link: "בקורפוס — לקשר",
 };
 
+type FilterKey = "all" | "pending" | "verified" | "radar";
+const FILTERS: { key: FilterKey; label: string }[] = [
+  { key: "all", label: "הכל" },
+  { key: "pending", label: "ממתין לאימות" },
+  { key: "verified", label: "מאומת" },
+  { key: "radar", label: "עם רדאר" },
+];
+
 export function CitationVerificationPanel({ caseNumber }: { caseNumber: string }) {
   const { data, isPending, isError } = useCitationVerification(caseNumber);
   const verify = useVerifyCitation(caseNumber);
   const [notes, setNotes] = useState<Record<string, string>>({});
+  const [openNotes, setOpenNotes] = useState<Set<string>>(new Set());
+  const [expandedQuotes, setExpandedQuotes] = useState<Set<string>>(new Set());
+  const [filter, setFilter] = useState<FilterKey>("all");
+  const [onlyUnverified, setOnlyUnverified] = useState(false);
+
+  function toggleSet(
+    setter: React.Dispatch<React.SetStateAction<Set<string>>>,
+    id: string,
+  ) {
+    setter((prev) => {
+      const next = new Set(prev);
+      if (next.has(id)) next.delete(id);
+      else next.add(id);
+      return next;
+    });
+  }
 
   if (isPending) {
     return (
@@ -111,137 +145,274 @@ export function CitationVerificationPanel({ caseNumber }: { caseNumber: string }
   }
 
   const sum = data.summary;
+  const args = data.arguments;
+
+  // verification progress across all supporting precedents
+  let totalSup = 0;
+  let verifiedSup = 0;
+  for (const a of args) {
+    totalSup += a.supporting.length;
+    verifiedSup += a.supporting.filter((s) => s.verified).length;
+  }
+  const pendingSup = totalSup - verifiedSup;
+  const okPct = totalSup ? Math.round((verifiedSup / totalSup) * 100) : 0;
+  const supPct = totalSup ? Math.round((pendingSup / totalSup) * 100) : 0;
+  const noSupportCount = sum.arguments_total - sum.arguments_with_support;
+
+  const argVerified = (a: ArgumentBlock) =>
+    a.supporting.filter((s) => s.verified).length;
+  const argHasPending = (a: ArgumentBlock) =>
+    a.supporting.some((s) => !s.verified);
+
+  const shownArgs = args.filter((a) => {
+    if (filter === "pending") return argHasPending(a);
+    if (filter === "verified") return argVerified(a) > 0;
+    if (filter === "radar") return a.radar.length > 0;
+    return true;
+  });
+
+  // default-open the actionable arguments (those with unverified support)
+  const defaultOpen = args.filter(argHasPending).map((a) => a.argument_id);
 
   return (
     <div className="space-y-4">
-      {/* summary */}
-      <div className="flex flex-wrap items-center gap-x-5 gap-y-1 text-sm text-ink-soft bg-parchment border border-rule rounded-lg px-4 py-2.5">
-        <span>סוגיות עם פסיקה: <b className="text-navy tabular-nums">{sum.arguments_with_support}/{sum.arguments_total}</b></span>
-        <span>אומתו: <b className="text-success tabular-nums">{sum.verified}</b></span>
-        <span>לידֵי רדאר: <b className="text-warn tabular-nums">{sum.radar_leads}</b></span>
-        <span className="text-ink-muted text-[0.78rem] ms-auto">ה-writer מצטט רק מאומתים (INV-AH) · היומון אינו מצוטט (INV-DIG1)</span>
+      {/* summary + progress */}
+      <div className="rounded-xl border border-rule bg-surface shadow-sm px-5 py-4">
+        <div className="flex items-center gap-6 flex-wrap">
+          <Stat k="סוגיות עם פסיקה" v={`${sum.arguments_with_support}/${sum.arguments_total}`} />
+          <Stat k="אומתו" v={String(sum.verified)} tone="text-success" />
+          <Stat k="לידֵי רדאר" v={String(sum.radar_leads)} tone="text-warn" />
+          <span className="ms-auto text-[0.72rem] text-ink-muted max-w-[280px] leading-snug">
+            ה-writer מצטט רק מאומתים (INV-AH) · היומון אינו מצוטט (INV-DIG1)
+          </span>
+        </div>
+        <div className="mt-3.5">
+          <div className="h-2 rounded-full bg-rule-soft overflow-hidden flex">
+            <span className="bg-success h-full" style={{ width: `${okPct}%` }} />
+            <span className="bg-gold-soft h-full" style={{ width: `${supPct}%` }} />
+          </div>
+          <div className="flex gap-4 mt-1.5 text-[0.7rem] text-ink-muted flex-wrap">
+            <span><Dot className="bg-success" /><b className="text-ink-soft">{verifiedSup} מאומתים</b></span>
+            <span><Dot className="bg-gold-soft" /><b className="text-ink-soft">{pendingSup} ממתינים לאימות</b></span>
+            <span><Dot className="bg-rule-soft" />{noSupportCount} סוגיות ללא פסיקה תומכת</span>
+          </div>
+        </div>
       </div>
 
-      {data.arguments.map((a) => (
-        <Card key={a.argument_id} className="bg-surface border-rule shadow-sm overflow-hidden">
-          <CardContent className="p-0">
-            {/* issue header */}
-            <div className="flex items-start gap-3 px-5 py-3.5 border-b border-rule-soft bg-parchment/60">
-              <div className="min-w-0 flex-1">
-                <div className="text-navy font-bold text-[0.98rem]">{a.title}</div>
-                <div className="text-ink-muted text-xs mt-0.5">
-                  סוגיה{a.legal_topic ? ` · ${a.legal_topic}` : ""}
-                </div>
-              </div>
-              {a.priority && (
-                <span className="shrink-0 rounded-full bg-gold-wash text-gold-deep text-[0.68rem] font-semibold px-2.5 py-0.5">
-                  {PRIORITY_LABEL[a.priority] ?? a.priority}
+      {/* filters */}
+      <div className="flex items-center gap-2 flex-wrap">
+        {FILTERS.map((f) => (
+          <button
+            key={f.key}
+            type="button"
+            onClick={() => setFilter(f.key)}
+            className={`text-[0.78rem] font-semibold rounded-full px-3.5 py-1.5 border transition-colors ${
+              filter === f.key
+                ? "bg-navy text-parchment border-transparent"
+                : "bg-surface text-ink-soft border-rule hover:bg-parchment"
+            }`}
+          >
+            {f.label}
+          </button>
+        ))}
+        <label className="ms-auto flex items-center gap-2 text-[0.78rem] text-ink-soft font-medium cursor-pointer select-none">
+          רק לא-מאומתים
+          <input
+            type="checkbox"
+            checked={onlyUnverified}
+            onChange={(e) => setOnlyUnverified(e.target.checked)}
+            className="accent-gold w-4 h-4"
+          />
+        </label>
+      </div>
+
+      {/* arguments */}
+      <Accordion type="multiple" defaultValue={defaultOpen} className="space-y-2.5">
+        {shownArgs.map((a) => {
+          const v = argVerified(a);
+          const t = a.supporting.length;
+          const tone =
+            t === 0 || v === 0
+              ? "bg-rule-soft text-ink-muted"
+              : v === t
+                ? "bg-success-bg text-success"
+                : "bg-warn-bg text-warn";
+          const supShown = onlyUnverified
+            ? a.supporting.filter((s) => !s.verified)
+            : a.supporting;
+          return (
+            <AccordionItem
+              key={a.argument_id}
+              value={a.argument_id}
+              className="border border-rule rounded-xl bg-surface shadow-sm overflow-hidden data-[state=open]:border-gold-soft"
+            >
+              <AccordionTrigger className="px-4 py-3 hover:no-underline gap-3">
+                <span className="flex flex-1 items-center gap-3 min-w-0">
+                  <span className="flex flex-col items-start min-w-0 text-start">
+                    <span className="text-navy font-bold text-[0.92rem] truncate max-w-full">
+                      {a.title}
+                    </span>
+                    <span className="text-ink-muted text-[0.72rem]">
+                      סוגיה{a.legal_topic ? ` · ${a.legal_topic}` : ""}
+                    </span>
+                  </span>
+                  {a.priority && (
+                    <span className="shrink-0 rounded-full bg-gold-wash text-gold-deep text-[0.66rem] font-semibold px-2.5 py-0.5">
+                      {PRIORITY_LABEL[a.priority] ?? a.priority}
+                    </span>
+                  )}
+                  <span className={`shrink-0 rounded-full text-[0.7rem] font-bold px-2.5 py-0.5 tabular-nums ${tone}`}>
+                    {v}/{t} ✓
+                  </span>
                 </span>
-              )}
-            </div>
-
-            {/* supporting precedents */}
-            <div className="px-5 py-3">
-              <div className="text-[0.72rem] font-bold text-ink-muted mb-1">פסיקה תומכת בקורפוס</div>
-              {a.supporting.length === 0 ? (
-                <p className="text-ink-muted text-sm py-2">לא נמצאה פסיקה תומכת בקורפוס לסוגיה זו.</p>
-              ) : (
-                <ul className="list-none p-0 m-0 divide-y divide-rule-soft">
-                  {a.supporting.map((s) => (
-                    <li key={s.case_law_id} className="py-3 first:pt-1">
-                      <div className="flex items-center gap-2 flex-wrap">
-                        <a
-                          href={`/precedents/${s.case_law_id}`}
-                          className="font-bold text-gold-deep text-[0.86rem] hover:text-navy"
+              </AccordionTrigger>
+              <AccordionContent className="px-4 pb-3 pt-0">
+                <div className="text-[0.72rem] font-bold text-ink-muted mb-1">
+                  פסיקה תומכת בקורפוס
+                </div>
+                {a.supporting.length === 0 ? (
+                  <p className="text-ink-muted text-sm py-2">
+                    לא נמצאה פסיקה תומכת בקורפוס לסוגיה זו.
+                  </p>
+                ) : supShown.length === 0 ? (
+                  <p className="text-ink-muted text-sm py-2">
+                    כל הפסיקה לסוגיה זו אומתה.
+                  </p>
+                ) : (
+                  <ul className="list-none p-0 m-0">
+                    {supShown.map((s) => {
+                      const noteOpen =
+                        openNotes.has(s.case_law_id) || !!s.chair_note;
+                      const quoteExpanded = expandedQuotes.has(s.case_law_id);
+                      return (
+                        <li
+                          key={s.case_law_id}
+                          className="py-3 border-t border-rule-soft first:border-t-0"
                         >
-                          {s.case_number || s.case_name}
-                        </a>
-                        {s.cited_by.positive > 0 && (
-                          <span className="rounded-full bg-success-bg text-success text-[0.68rem] font-semibold px-2 py-0.5">
-                            אומץ ×{s.cited_by.positive}
-                          </span>
-                        )}
-                        {s.cited_by.negative > 0 && (
-                          <span className="rounded-full bg-danger-bg text-danger text-[0.68rem] font-semibold px-2 py-0.5">
-                            אובחן ×{s.cited_by.negative}
-                          </span>
-                        )}
-                      </div>
-                      {s.quote && (
-                        <blockquote className="border-s-[3px] border-gold bg-gold-wash text-ink-soft text-sm leading-7 rounded-e-md px-3.5 py-2 my-2 mx-0">
-                          {s.quote}
-                        </blockquote>
-                      )}
-                      <div className="flex items-center gap-2 flex-wrap">
-                        {s.verified ? (
-                          <>
-                            <span className="text-success text-xs font-semibold">✓ אומת ע״י היו״ר</span>
+                          <div className="flex items-center gap-2 flex-wrap">
+                            <a
+                              href={`/precedents/${s.case_law_id}`}
+                              className="font-bold text-gold-deep text-[0.85rem] hover:text-navy"
+                            >
+                              {s.case_number || s.case_name}
+                            </a>
+                            {s.cited_by.positive > 0 && (
+                              <span className="rounded-full bg-success-bg text-success text-[0.66rem] font-semibold px-2 py-0.5">
+                                אומץ ×{s.cited_by.positive}
+                              </span>
+                            )}
+                            {s.cited_by.negative > 0 && (
+                              <span className="rounded-full bg-danger-bg text-danger text-[0.66rem] font-semibold px-2 py-0.5">
+                                אובחן ×{s.cited_by.negative}
+                              </span>
+                            )}
+                            <span className="ms-auto flex items-center gap-1.5">
+                              {s.verified ? (
+                                <>
+                                  <span className="text-success text-[0.72rem] font-semibold">
+                                    ✓ אומת ע״י היו״ר
+                                  </span>
+                                  <button
+                                    type="button"
+                                    disabled={verify.isPending}
+                                    onClick={() => runVerify(a, s, false)}
+                                    className="text-[0.72rem] text-ink-muted hover:text-danger border border-rule rounded-md px-2.5 py-1 disabled:opacity-40"
+                                  >
+                                    בטל אימות
+                                  </button>
+                                </>
+                              ) : (
+                                <>
+                                  <button
+                                    type="button"
+                                    disabled={verify.isPending}
+                                    onClick={() => runVerify(a, s, true)}
+                                    className="text-[0.72rem] font-semibold text-success bg-success-bg border border-success/30 rounded-md px-3 py-1 hover:brightness-95 disabled:opacity-40"
+                                  >
+                                    ✓ מאמת
+                                  </button>
+                                  <button
+                                    type="button"
+                                    disabled={verify.isPending}
+                                    onClick={() => runVerify(a, s, false)}
+                                    className="text-[0.72rem] font-semibold text-danger border border-rule rounded-md px-3 py-1 hover:bg-danger-bg disabled:opacity-40"
+                                  >
+                                    ✗ לא רלוונטי
+                                  </button>
+                                </>
+                              )}
+                            </span>
+                          </div>
+                          {s.quote && (
+                            <blockquote
+                              onClick={() => toggleSet(setExpandedQuotes, s.case_law_id)}
+                              title="לחצי להרחבה/כיווץ"
+                              className={`mt-2 cursor-pointer border-s-[3px] border-gold bg-gold-wash text-ink-soft text-[0.82rem] leading-6 rounded-e-md px-3 py-1.5 ${quoteExpanded ? "" : "line-clamp-2"}`}
+                            >
+                              {s.quote}
+                            </blockquote>
+                          )}
+                          {s.cited_by.negative > 0 && !s.verified && (
+                            <div className="text-warn text-[0.72rem] mt-1.5">⚠ אובחן — בדוק הקשר</div>
+                          )}
+                          {noteOpen ? (
+                            <div className="mt-2 flex items-center gap-2">
+                              <label className="text-[0.72rem] font-bold text-gold-deep whitespace-nowrap">
+                                הערת יו״ר:
+                              </label>
+                              <input
+                                type="text"
+                                defaultValue={s.chair_note}
+                                placeholder="הוסף הערה לציטוט — מדוע תומך / הסתייגות / איך לשלב…"
+                                onChange={(e) =>
+                                  setNotes((n) => ({ ...n, [s.case_law_id]: e.target.value }))
+                                }
+                                onBlur={() => saveNote(a, s)}
+                                className="flex-1 text-[0.8rem] text-ink-soft bg-parchment border border-dashed border-rule rounded-md px-2.5 py-1.5 focus:outline-none focus:border-gold"
+                              />
+                            </div>
+                          ) : (
                             <button
                               type="button"
-                              disabled={verify.isPending}
-                              onClick={() => runVerify(a, s, false)}
-                              className="text-xs text-ink-muted hover:text-danger border border-rule rounded-md px-2.5 py-1 disabled:opacity-40"
+                              onClick={() => toggleSet(setOpenNotes, s.case_law_id)}
+                              className="mt-2 text-[0.72rem] text-gold-deep font-semibold hover:underline"
                             >
-                              בטל אימות
+                              ＋ הוסף הערת יו״ר
                             </button>
-                          </>
-                        ) : (
-                          <>
-                            <button
-                              type="button"
-                              disabled={verify.isPending}
-                              onClick={() => runVerify(a, s, true)}
-                              className="text-xs font-semibold text-success bg-success-bg border border-success/30 rounded-md px-3 py-1 hover:brightness-95 disabled:opacity-40"
-                            >
-                              ✓ מאמת
-                            </button>
-                            <button
-                              type="button"
-                              disabled={verify.isPending}
-                              onClick={() => runVerify(a, s, false)}
-                              className="text-xs font-semibold text-danger border border-rule rounded-md px-3 py-1 hover:bg-danger-bg disabled:opacity-40"
-                            >
-                              ✗ לא רלוונטי
-                            </button>
-                          </>
-                        )}
-                        {s.cited_by.negative > 0 && !s.verified && (
-                          <span className="text-warn text-[0.72rem] ms-1">⚠ אובחן — בדוק הקשר</span>
-                        )}
-                      </div>
-                      {/* chair note */}
-                      <div className="mt-2 flex items-start gap-2">
-                        <label className="text-[0.72rem] font-bold text-gold-deep whitespace-nowrap pt-1.5">
-                          הערת יו״ר:
-                        </label>
-                        <input
-                          type="text"
-                          defaultValue={s.chair_note}
-                          placeholder="הוסף הערה לציטוט — מדוע תומך / הסתייגות / איך לשלב…"
-                          onChange={(e) => setNotes((n) => ({ ...n, [s.case_law_id]: e.target.value }))}
-                          onBlur={() => saveNote(a, s)}
-                          className="flex-1 text-[0.8rem] text-ink-soft bg-parchment border border-dashed border-rule rounded-md px-2.5 py-1.5 focus:outline-none focus:border-gold"
-                        />
-                      </div>
-                    </li>
-                  ))}
-                </ul>
-              )}
-            </div>
+                          )}
+                        </li>
+                      );
+                    })}
+                  </ul>
+                )}
 
-            {/* radar — unlinked digests for this issue (INV-DIG1: pointer, not citation) */}
-            <RadarStrip radar={a.radar} />
-          </CardContent>
-        </Card>
-      ))}
+                <RadarStrip radar={a.radar} />
+              </AccordionContent>
+            </AccordionItem>
+          );
+        })}
+      </Accordion>
     </div>
   );
 }
 
+function Stat({ k, v, tone }: { k: string; v: string; tone?: string }) {
+  return (
+    <span className="flex flex-col">
+      <span className="text-[0.72rem] text-ink-muted">{k}</span>
+      <span className={`text-lg font-bold tabular-nums mt-0.5 ${tone ?? "text-navy"}`}>{v}</span>
+    </span>
+  );
+}
+
+function Dot({ className }: { className: string }) {
+  return <span className={`inline-block w-2 h-2 rounded-sm me-1 align-middle ${className}`} />;
+}
+
 function RadarStrip({ radar }: { radar: RadarLead[] }) {
   if (!radar.length) return null;
   return (
-    <div className="mx-5 mb-4 rounded-lg border border-dashed border-gold bg-parchment px-4 py-2.5">
+    <div className="mt-3 rounded-lg border border-dashed border-gold bg-parchment px-4 py-2.5">
       <div className="text-[0.72rem] font-bold text-gold-deep mb-1">
         📡 רדאר — פסיקה שאין לנו בקורפוס (מצביע, לא מצוטט)
       </div>

web-ui/src/components/header-context.ts

@@ -3,9 +3,8 @@
  * header. Reflects the current section so the user always sees where they
  * are without scanning the nav row.
  *
- * Special-cases case routes (`/cases/{caseNumber}` and `/compose`) so the
- * subtitle includes the case number — the most useful piece of context
- * during decision drafting.
+ * Special-cases case routes (`/cases/{caseNumber}`) so the subtitle includes
+ * the case number — the most useful piece of context during decision drafting.
  */
 export function headerSubtitle(pathname: string): string {
   if (pathname === "/") return "בית";
@@ -13,9 +12,8 @@ export function headerSubtitle(pathname: string): string {
   if (pathname.startsWith("/cases/")) {
     const [, , slug] = pathname.split("/");
     if (!slug || slug === "new") return "תיק חדש";
-    const isCompose = pathname.includes("/compose");
     const decoded = decodeURIComponent(slug);
-    return isCompose ? `ערר ${decoded} · ניסוח` : `ערר ${decoded}`;
+    return `ערר ${decoded}`;
   }
 
   if (pathname.startsWith("/archive"))     return "ארכיון";

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

@@ -180,6 +180,26 @@ export function useSubmitInteraction(caseNumber: string | undefined) {
   });
 }
 
+/** Dismiss a pending interaction WITHOUT waking the issue assignee — used for
+ * stale/duplicate questions. Backend marks it `cancelled` directly (the
+ * `wake_assignee` continuation policy means a normal resolve would wake the
+ * agent; dismiss must not). */
+export function useDismissInteraction(caseNumber: string | undefined) {
+  const qc = useQueryClient();
+  return useMutation({
+    mutationFn: (vars: { issue_id: string; interaction_id: string }) =>
+      apiRequest<{ ok: boolean; cancelled: boolean }>(
+        `/api/cases/${caseNumber}/agents/interaction-dismiss`,
+        { method: "POST", body: vars },
+      ),
+    onSuccess: () => {
+      if (caseNumber) {
+        qc.invalidateQueries({ queryKey: agentKeys.activity(caseNumber) });
+      }
+    },
+  });
+}
+
 export type AgentResetResult = {
   ok: boolean;
   reassigned_issues: { id: string; identifier: string }[];

web-ui/src/lib/api/case-status.ts

@@ -1,16 +1,19 @@
 /**
- * Single source of truth for the case-status lifecycle (UI-B1 / G2).
+ * Frontend mirror of the canonical case-status lifecycle.
  *
- * The 17-status manual menu was trimmed to the **10 core statuses** that the
- * pipeline actually sets or that gate real logic. Decorative mid-stage markers
- * (uploading, analyst_verified, research_complete, brainstorming,
- * analysis_enriched, ready_for_writing, drafting) plus the legacy/dead
- * `in_progress` and `qa_failed` were removed — no pipeline code ever set them.
+ * The ONE source of truth is the backend status model
+ * (`mcp-server/src/legal_mcp/case_status_model.py`), exposed at
+ * `GET /api/status-model`; this file mirrors it (order / labels / phases) so the
+ * UI keeps compile-time `CaseStatus` typing. Keep the two in sync — the backend
+ * registry is authoritative (it also declares per-status `on_enter` actions).
  *
- * Every status consumer (badge, changer, timeline, guide, donut, KPI cards,
- * compose chip) imports the list / labels / phases from here instead of
- * re-declaring its own array. Keep this file in sync with the backend
- * STATUS_ORDER in `mcp-server/src/legal_mcp/tools/cases.py`.
+ * The analyst/research intermediate states (`analyst_verified`,
+ * `research_complete`) are first-class canonical statuses — the agents set them,
+ * so the chip, stepper and manual changer all agree instead of the status
+ * falling between the canonical set and a legacy bucket.
+ *
+ * Every status consumer (badge, changer, timeline, guide, donut, KPI cards)
+ * imports the list / labels / phases from here instead of re-declaring its own.
  */
 
 /** Ordered lifecycle — also the order shown in the manual status dropdown. */
@@ -18,6 +21,8 @@ export const CASE_STATUSES = [
   "new",
   "processing",
   "documents_ready",
+  "analyst_verified",
+  "research_complete",
   "outcome_set",
   "direction_approved",
   "qa_review",
@@ -35,21 +40,49 @@ export type PhaseKey = "intake" | "prep" | "thinking" | "writing" | "done";
 export const PHASES: { key: PhaseKey; label: string; statuses: CaseStatus[] }[] = [
   { key: "intake",   label: "קליטה ועיבוד", statuses: ["new", "processing"] },
   { key: "prep",     label: "הכנת תיק",      statuses: ["documents_ready"] },
-  { key: "thinking", label: "ניתוח וכיוון",  statuses: ["outcome_set", "direction_approved"] },
+  { key: "thinking", label: "ניתוח וכיוון",  statuses: ["analyst_verified", "research_complete", "outcome_set", "direction_approved"] },
   { key: "writing",  label: "כתיבת טיוטה",   statuses: ["qa_review", "drafted"] },
   { key: "done",     label: "סגירה",         statuses: ["exported", "reviewed", "final"] },
 ];
 
-/** Which phase a status belongs to (undefined for unknown/legacy values). */
+/**
+ * Truly-legacy statuses that are NOT in the canonical set but might still arrive
+ * from an old client / un-migrated row — mapped to a phase for display only, so
+ * the stepper never goes blank. (The analyst/research intermediates are NO
+ * longer here — they are canonical statuses in CASE_STATUSES above.)
+ */
+const LEGACY_STATUS_PHASE: Record<string, PhaseKey> = {
+  analysis_enriched: "thinking",
+  ready_for_writing: "writing",
+  drafting: "writing",
+  in_progress: "thinking",
+};
+
+/** Which phase a status belongs to (undefined only for truly unknown values). */
 export function phaseOf(status?: CaseStatus | string): PhaseKey | undefined {
   if (!status) return undefined;
-  return PHASES.find((p) => (p.statuses as string[]).includes(status))?.key;
+  return (
+    PHASES.find((p) => (p.statuses as string[]).includes(status))?.key ??
+    LEGACY_STATUS_PHASE[status]
+  );
+}
+
+/**
+ * Index of a status within the 5-phase pipeline (−1 only for unknown values).
+ * Single source of truth for the stepper — handles legacy statuses via phaseOf,
+ * so a case on `analyst_verified` lands on "ניתוח וכיוון" instead of blank.
+ */
+export function phaseIndexOf(status?: CaseStatus | string): number {
+  const key = phaseOf(status);
+  return key ? PHASES.findIndex((p) => p.key === key) : -1;
 }
 
 export const STATUS_LABELS: Record<CaseStatus, string> = {
   new:                "חדש",
   processing:         "בעיבוד",
   documents_ready:    "מסמכים מוכנים",
+  analyst_verified:   "ניתוח אומת",
+  research_complete:  "מחקר הושלם",
   outcome_set:        "תוצאה נקבעה",
   direction_approved: "כיוון אושר",
   qa_review:          "בדיקת איכות",
@@ -67,8 +100,6 @@ export const STATUS_LABELS: Record<CaseStatus, string> = {
 const LEGACY_STATUS_LABELS: Record<string, string> = {
   in_progress:       "בעבודה",
   uploading:         "מעלה",
-  analyst_verified:  "ניתוח אומת",
-  research_complete: "מחקר הושלם",
   brainstorming:     "סיעור מוחות",
   analysis_enriched: "ניתוח הועמק",
   ready_for_writing: "מוכן לכתיבה",
@@ -94,6 +125,8 @@ export const STATUS_DESCRIPTIONS: Record<CaseStatus, string> = {
   new:                "התיק נוצר וממתין להעלאת מסמכים",
   processing:         "המערכת מעבדת ומנתחת את המסמכים",
   documents_ready:    "כל המסמכים עובדו ומוכנים לעבודה",
+  analyst_verified:   "המנתח סיים ואימת את הניתוח — ממתין להכרעת תוצאה",
+  research_complete:  "חקר התקדימים הושלם (מסלול נפרד מהמנתח)",
   outcome_set:        "נקבעה תוצאה צפויה לערר",
   direction_approved: "כיוון ההחלטה אושר — בהעמקת ניתוח וכתיבה",
   qa_review:          "הטיוטה בבדיקת איכות אוטומטית",

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

@@ -92,6 +92,8 @@ export function useUploadDocument(caseNumber: string) {
 export type DocumentPatch = {
   doc_type?: string;
   appraiser_side?: string; // "" clears; "committee" | "appellant" | "deciding" sets
+  is_post_hearing?: boolean; // true = received after the hearing (→ group 4); false clears
+  protocol_scope?: string; // "" clears; "appeal" | "lower" (protocol docs only)
 };
 
 export type PatchDocumentResponse = {

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-ui/src/lib/api/legal-arguments.ts

@@ -32,6 +32,12 @@ export type LegalArgument = {
   id: string;
   case_id: string;
   party: LegalArgumentParty;
+  /**
+   * The specific pleading this argument belongs to, for sides that may comprise
+   * several litigants with opposing positions (respondent / permit_applicant
+   * briefs). Empty for single-voice sides (appellant / committee). (#224)
+   */
+  party_name?: string;
   argument_index: number;
   argument_title: string;
   argument_body: string;

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

@@ -692,6 +692,28 @@ export interface paths {
         patch?: never;
         trace?: never;
     };
+    "/api/status-model": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        /**
+         * Api Status Model
+         * @description Canonical case-status model — ordered statuses (key/label/description/
+         *     phase/selectable/terminal/on_enter) + the 5 phases. Single source of truth
+         *     (legal_mcp/case_status_model.py); the frontend case-status.ts mirrors it.
+         */
+        get: operations["api_status_model_api_status_model_get"];
+        put?: never;
+        post?: never;
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
     "/api/cases": {
         parameters: {
             query?: never;
@@ -1353,6 +1375,50 @@ export interface paths {
         patch?: never;
         trace?: never;
     };
+    "/api/cases/{case_number}/generate/party-claims-summary": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        get?: never;
+        put?: never;
+        /**
+         * Api Generate Party Claims Summary
+         * @description 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.
+         */
+        post: operations["api_generate_party_claims_summary_api_cases__case_number__generate_party_claims_summary_post"];
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
+    "/api/cases/{case_number}/generate/interim-draft": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        get?: never;
+        put?: never;
+        /**
+         * Api Generate Interim Draft
+         * @description 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.
+         */
+        post: operations["api_generate_interim_draft_api_cases__case_number__generate_interim_draft_post"];
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
     "/api/cases/{case_number}/research/party-claims-summary/download": {
         parameters: {
             query?: never;
@@ -2061,6 +2127,30 @@ export interface paths {
         patch?: never;
         trace?: never;
     };
+    "/api/cases/{case_number}/agents/interaction-dismiss": {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        get?: never;
+        put?: never;
+        /**
+         * Api Dismiss Interaction
+         * @description Dismiss a pending interaction WITHOUT waking the issue assignee.
+         *
+         *     For stale/duplicate questions (TaskMaster #215). Unlike interaction-response,
+         *     this does not resolve via Paperclip's wake_assignee path — it cancels the row
+         *     so the chair can clear noise without triggering an agent run.
+         */
+        post: operations["api_dismiss_interaction_api_cases__case_number__agents_interaction_dismiss_post"];
+        delete?: never;
+        options?: never;
+        head?: never;
+        patch?: never;
+        trace?: never;
+    };
     "/api/cases/{case_number}/agents/reset": {
         parameters: {
             query?: never;
@@ -4587,13 +4677,19 @@ export interface components {
         };
         /**
          * DocumentPatchRequest
-         * @description Patch payload for a single document. Both fields are optional.
+         * @description Patch payload for a single document. All fields are optional; only the
+         *     ones present are applied. The metadata.* flags are display/processing hints
+         *     that never change the stored doc_type.
          */
         DocumentPatchRequest: {
             /** Doc Type */
             doc_type?: string | null;
             /** Appraiser Side */
             appraiser_side?: string | null;
+            /** Is Post Hearing */
+            is_post_hearing?: boolean | null;
+            /** Protocol Scope */
+            protocol_scope?: string | null;
         };
         /** EquivalentLinkRequest */
         EquivalentLinkRequest: {
@@ -4758,6 +4854,13 @@ export interface components {
             /** Canonical Statement */
             canonical_statement?: string | null;
         };
+        /** InteractionDismissRequest */
+        InteractionDismissRequest: {
+            /** Issue Id */
+            issue_id: string;
+            /** Interaction Id */
+            interaction_id: string;
+        };
         /** InteractionResponseRequest */
         InteractionResponseRequest: {
             /** Issue Id */
@@ -6147,6 +6250,26 @@ export interface operations {
             };
         };
     };
+    api_status_model_api_status_model_get: {
+        parameters: {
+            query?: never;
+            header?: never;
+            path?: never;
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            /** @description Successful Response */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": unknown;
+                };
+            };
+        };
+    };
     list_cases_api_cases_get: {
         parameters: {
             query?: {
@@ -7151,6 +7274,68 @@ export interface operations {
             };
         };
     };
+    api_generate_party_claims_summary_api_cases__case_number__generate_party_claims_summary_post: {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                case_number: string;
+            };
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            /** @description Successful Response */
+            202: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": unknown;
+                };
+            };
+            /** @description Validation Error */
+            422: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HTTPValidationError"];
+                };
+            };
+        };
+    };
+    api_generate_interim_draft_api_cases__case_number__generate_interim_draft_post: {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                case_number: string;
+            };
+            cookie?: never;
+        };
+        requestBody?: never;
+        responses: {
+            /** @description Successful Response */
+            202: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": unknown;
+                };
+            };
+            /** @description Validation Error */
+            422: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HTTPValidationError"];
+                };
+            };
+        };
+    };
     api_party_claims_summary_download_api_cases__case_number__research_party_claims_summary_download_get: {
         parameters: {
             query?: never;
@@ -8224,6 +8409,41 @@ export interface operations {
             };
         };
     };
+    api_dismiss_interaction_api_cases__case_number__agents_interaction_dismiss_post: {
+        parameters: {
+            query?: never;
+            header?: never;
+            path: {
+                case_number: string;
+            };
+            cookie?: never;
+        };
+        requestBody: {
+            content: {
+                "application/json": components["schemas"]["InteractionDismissRequest"];
+            };
+        };
+        responses: {
+            /** @description Successful Response */
+            200: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": unknown;
+                };
+            };
+            /** @description Validation Error */
+            422: {
+                headers: {
+                    [name: string]: unknown;
+                };
+                content: {
+                    "application/json": components["schemas"]["HTTPValidationError"];
+                };
+            };
+        };
+    };
     api_reset_case_agents_api_cases__case_number__agents_reset_post: {
         parameters: {
             query?: never;

web-ui/src/lib/doc-types.ts

@@ -64,6 +64,79 @@ export function doctypeTone(value: string): string {
   }
 }
 
+// ── Overview groups (display-only convenience buckets) ─────────────
+//
+// The case-overview document list is split into four sections purely for
+// the chair's convenience — grouping NEVER changes a document's stored
+// doc_type. Classification is derived on the client from doc_type plus two
+// metadata flags (is_post_hearing, protocol_scope).
+
+export type DocGroup = "primary" | "ancillary" | "hearing_protocol" | "post_hearing";
+
+export const DOC_GROUP_LABELS: Record<DocGroup, string> = {
+  primary:          "מסמכים עיקריים",
+  ancillary:        "מסמכים נלווים",
+  hearing_protocol: "פרוטוקול דיון ועדת הערר",
+  post_hearing:     "מסמכים לאחר הדיון",
+};
+
+export const DOC_GROUP_HINTS: Record<DocGroup, string> = {
+  primary:          "כתבי ערר, תשובות ושומות שהוגשו לפני הדיון",
+  ancillary:        "פרוטוקולי/החלטות ועדה מקומית-מחוזית, תכניות, וכל השאר",
+  hearing_protocol: "הדיון בפני הוועדה",
+  post_hearing:     "השלמות ותגובות שהתקבלו לאחר הדיון",
+};
+
+/** Fixed render order of the groups in the overview panel. */
+export const DOC_GROUP_ORDER: DocGroup[] = [
+  "primary",
+  "ancillary",
+  "hearing_protocol",
+  "post_hearing",
+];
+
+/** doc_types that count as "primary" pre-hearing filings (group 1). */
+const PRIMARY_DOC_TYPES = new Set<DocType>(["appeal", "response", "appraisal"]);
+
+/**
+ * Classify a document into one of the four overview groups.
+ *
+ * Priority order matters:
+ *   1. is_post_hearing wins over everything — a post-hearing כתב תשובה
+ *      belongs in group 4, not group 1.
+ *   2. A protocol goes to group 3 (ועדת הערר) by default, or group 2 when
+ *      explicitly tagged as a lower-committee protocol (protocol_scope==="lower").
+ *   3. appeal/response/appraisal → group 1; everything else → group 2.
+ */
+export function documentGroup(
+  docType: string,
+  metadata?: Record<string, unknown> | null,
+): DocGroup {
+  if (metadata?.is_post_hearing === true) return "post_hearing";
+  if (docType === "protocol") {
+    return metadata?.protocol_scope === "lower" ? "ancillary" : "hearing_protocol";
+  }
+  if (PRIMARY_DOC_TYPES.has(docType as DocType)) return "primary";
+  return "ancillary";
+}
+
+// ── Protocol scope (only relevant when doc_type === "protocol") ────
+// Distinguishes the appeal-committee hearing protocol (group 3) from a
+// lower (local/district) committee protocol (group 2). Stored in
+// documents.metadata.protocol_scope; absent === "appeal" (the default).
+
+export type ProtocolScope = "appeal" | "lower";
+
+export const PROTOCOL_SCOPE_LABELS: Record<ProtocolScope, string> = {
+  appeal: "ועדת הערר",
+  lower:  "ועדה מקומית/מחוזית",
+};
+
+export const PROTOCOL_SCOPE_OPTIONS: { value: ProtocolScope; label: string }[] = [
+  { value: "appeal", label: PROTOCOL_SCOPE_LABELS.appeal },
+  { value: "lower",  label: PROTOCOL_SCOPE_LABELS.lower },
+];
+
 // ── Appraiser sides (only relevant when doc_type === "appraisal") ──
 
 export type AppraiserSide = "committee" | "appellant" | "deciding";

web/agent_platform_port.py

@@ -37,6 +37,7 @@ from web.paperclip_client import (
     COMPANIES as PAPERCLIP_COMPANIES,
     accept_interaction as pc_accept_interaction,
     archive_project as pc_archive_project,
+    cancel_interaction as pc_cancel_interaction,
     cancel_run as pc_cancel_run,
     create_project as pc_create_project,
     create_workflow_issue as pc_create_workflow_issue,
@@ -50,6 +51,7 @@ from web.paperclip_client import (
     get_run_log as pc_get_run_log,
     list_live_runs as pc_list_live_runs,
     post_comment as pc_post_comment,
+    reap_stale_interactions as pc_reap_stale_interactions,
     reject_interaction as pc_reject_interaction,
     reset_agent_session as pc_reset_agent_session,
     reset_case_agents as pc_reset_case_agents,
@@ -59,6 +61,7 @@ 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 +100,7 @@ __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",
@@ -109,6 +113,8 @@ __all__ = [
     "pc_accept_interaction",
     "pc_reject_interaction",
     "pc_respond_to_interaction",
+    "pc_cancel_interaction",
+    "pc_reap_stale_interactions",
     # agent-run observability + control (live view + smart management)
     "pc_list_live_runs",
     "pc_get_run_log",

web/app.py

@@ -57,6 +57,7 @@ from web.agent_platform_port import (
     get_project_url,
     pc_accept_interaction,
     pc_archive_project,
+    pc_cancel_interaction,
     pc_cancel_run,
     pc_create_project,
     pc_create_workflow_issue,
@@ -69,6 +70,7 @@ from web.agent_platform_port import (
     pc_get_run_log,
     pc_list_live_runs,
     pc_post_comment,
+    pc_reap_stale_interactions,
     pc_reject_interaction,
     pc_request,
     pc_reset_agent_session,
@@ -79,6 +81,7 @@ 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,
@@ -100,19 +103,38 @@ PROGRESS_TTL_SECONDS = 300
 _progress = ProgressStore(config.REDIS_URL, ttl_seconds=PROGRESS_TTL_SECONDS)
 
 
+async def _interaction_reaper_loop():
+    """Safety-net reaper for stranded pending interactions (TaskMaster #215).
+
+    Every 15 min, cancel pending interactions on closed (done/cancelled) issues
+    so the chair's "awaiting you" count never accumulates dead questions.
+    """
+    while True:
+        try:
+            await asyncio.sleep(900)
+            await pc_reap_stale_interactions()
+        except asyncio.CancelledError:
+            raise
+        except Exception:
+            logger.warning("interaction reaper sweep failed", exc_info=True)
+
+
 @asynccontextmanager
 async def lifespan(app: FastAPI):
     UPLOAD_DIR.mkdir(parents=True, exist_ok=True)
     await db.init_schema()
     sync_task = asyncio.create_task(git_sync.sweep_loop())
+    reaper_task = asyncio.create_task(_interaction_reaper_loop())
     try:
         yield
     finally:
         sync_task.cancel()
-        try:
-            await sync_task
-        except asyncio.CancelledError:
-            pass
+        reaper_task.cancel()
+        for _t in (sync_task, reaper_task):
+            try:
+                await _t
+            except asyncio.CancelledError:
+                pass
         await db.close_pool()
         await _progress.close()
 
@@ -1828,6 +1850,16 @@ async def health():
     return {"status": "ok"}
 
 
+@app.get("/api/status-model")
+async def api_status_model():
+    """Canonical case-status model — ordered statuses (key/label/description/
+    phase/selectable/terminal/on_enter) + the 5 phases. Single source of truth
+    (legal_mcp/case_status_model.py); the frontend case-status.ts mirrors it."""
+    from legal_mcp.case_status_model import to_dict
+
+    return to_dict()
+
+
 @app.get("/api/cases")
 async def list_cases(
     detail: bool = False,
@@ -3080,6 +3112,51 @@ 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."""
@@ -4355,6 +4432,30 @@ async def api_post_interaction_response(
         raise HTTPException(502, f"שגיאת Paperclip: {e}")
 
 
+class InteractionDismissRequest(BaseModel):
+    issue_id: str
+    interaction_id: str
+
+
+@app.post("/api/cases/{case_number}/agents/interaction-dismiss")
+async def api_dismiss_interaction(
+    case_number: str, req: InteractionDismissRequest,
+):
+    """Dismiss a pending interaction WITHOUT waking the issue assignee.
+
+    For stale/duplicate questions (TaskMaster #215). Unlike interaction-response,
+    this does not resolve via Paperclip's wake_assignee path — it cancels the row
+    so the chair can clear noise without triggering an agent run.
+    """
+    issues = await pc_get_case_issues(case_number)
+    if not any(i["id"] == req.issue_id for i in issues):
+        raise HTTPException(404, f"Issue {req.issue_id} לא שייך לתיק {case_number}")
+    result = await pc_cancel_interaction(req.issue_id, req.interaction_id)
+    if not result.get("ok"):
+        raise HTTPException(404, result.get("error", "ביטול הבקשה נכשל"))
+    return result
+
+
 @app.post("/api/cases/{case_number}/agents/reset")
 async def api_reset_case_agents(case_number: str):
     """Reset stuck agents for a case.
@@ -5621,13 +5722,21 @@ async def api_reprocess_document(case_number: str, doc_id: str):
 
 
 _ALLOWED_APPRAISER_SIDES = {"committee", "appellant", "deciding"}
+# metadata.protocol_scope — only meaningful when doc_type == "protocol".
+# "appeal" = ועדת הערר (default when absent), "lower" = ועדה מקומית/מחוזית.
+# Used by the overview panel to sort a protocol into group 3 vs group 2.
+_ALLOWED_PROTOCOL_SCOPES = {"appeal", "lower"}
 
 
 class DocumentPatchRequest(BaseModel):
-    """Patch payload for a single document. Both fields are optional."""
+    """Patch payload for a single document. All fields are optional; only the
+    ones present are applied. The metadata.* flags are display/processing hints
+    that never change the stored doc_type."""
 
     doc_type: str | None = None
     appraiser_side: str | None = None  # committee | appellant | deciding | "" to clear
+    is_post_hearing: bool | None = None  # material submitted after the hearing (→ group 4, block-chet)
+    protocol_scope: str | None = None  # appeal | lower | "" to clear (protocol docs only)
 
 
 @app.patch("/api/cases/{case_number}/documents/{doc_id}")
@@ -5652,6 +5761,13 @@ async def api_patch_document(case_number: str, doc_id: str, req: DocumentPatchRe
 
     updates: dict = {}
 
+    # Load metadata once — appraiser_side, is_post_hearing and protocol_scope
+    # all live in the same JSONB blob, so a single patch may touch several.
+    metadata = doc.get("metadata") or {}
+    if isinstance(metadata, str):
+        metadata = json.loads(metadata)
+    metadata_dirty = False
+
     if req.doc_type is not None:
         if req.doc_type not in DOC_TYPE_NAMES:
             raise HTTPException(
@@ -5668,13 +5784,34 @@ async def api_patch_document(case_number: str, doc_id: str, req: DocumentPatchRe
                 f"appraiser_side לא תקין: {req.appraiser_side}. ערכים מותרים: "
                 f"{', '.join(sorted(_ALLOWED_APPRAISER_SIDES))}",
             )
-        metadata = doc.get("metadata") or {}
-        if isinstance(metadata, str):
-            metadata = json.loads(metadata)
         if req.appraiser_side:
             metadata["appraiser_side"] = req.appraiser_side
         else:
             metadata.pop("appraiser_side", None)
+        metadata_dirty = True
+
+    if req.is_post_hearing is not None:
+        # Store True; drop the key entirely when False so absence == "before".
+        if req.is_post_hearing:
+            metadata["is_post_hearing"] = True
+        else:
+            metadata.pop("is_post_hearing", None)
+        metadata_dirty = True
+
+    if req.protocol_scope is not None:
+        if req.protocol_scope and req.protocol_scope not in _ALLOWED_PROTOCOL_SCOPES:
+            raise HTTPException(
+                422,
+                f"protocol_scope לא תקין: {req.protocol_scope}. ערכים מותרים: "
+                f"{', '.join(sorted(_ALLOWED_PROTOCOL_SCOPES))}",
+            )
+        if req.protocol_scope:
+            metadata["protocol_scope"] = req.protocol_scope
+        else:
+            metadata.pop("protocol_scope", None)
+        metadata_dirty = True
+
+    if metadata_dirty:
         updates["metadata"] = metadata
 
     if not updates:

web/paperclip_client.py

@@ -899,6 +899,69 @@ async def reject_interaction(
     return resp.json()
 
 
+async def cancel_interaction(issue_id: str, interaction_id: str) -> dict:
+    """Dismiss a pending interaction WITHOUT waking the issue assignee.
+
+    For stale/duplicate questions (TaskMaster #215). We flip the row to
+    ``cancelled`` directly rather than calling Paperclip's resolve endpoints:
+    those carry the interaction's ``wake_assignee`` continuation policy and would
+    re-wake the agent. A direct status flip has no side effects — the table has
+    no triggers (verified) and nothing reaps ``cancelled`` rows.
+    """
+    conn = await asyncpg.connect(PAPERCLIP_DB_URL)
+    try:
+        row = await conn.fetchrow(
+            """UPDATE issue_thread_interactions
+                  SET status='cancelled', resolved_at=now(),
+                      resolved_by_user_id=$3, updated_at=now()
+                WHERE id=$1::uuid AND issue_id=$2::uuid AND status='pending'
+            RETURNING id, status""",
+            interaction_id, issue_id, CHAIM_USER_ID,
+        )
+    finally:
+        await conn.close()
+    if not row:
+        return {
+            "ok": False,
+            "cancelled": False,
+            "error": "interaction not found or already resolved",
+        }
+    return {"ok": True, "cancelled": True, "id": str(row["id"]), "status": row["status"]}
+
+
+async def reap_stale_interactions() -> dict:
+    """Cancel pending interactions stranded on closed issues (done/cancelled).
+
+    Safety-net reaper (TaskMaster #215): a question on a closed issue can never
+    be answered and only inflates the chair's "awaiting you" count — this was the
+    dominant source of the pending pile-up. Scoped to the two legal-ai companies.
+    Direct status flip — no wakeups, no side effects.
+    """
+    company_ids = list(COMPANIES.values())
+    conn = await asyncpg.connect(PAPERCLIP_DB_URL)
+    try:
+        rows = await conn.fetch(
+            """UPDATE issue_thread_interactions it
+                  SET status='cancelled', resolved_at=now(),
+                      resolved_by_user_id=$2, updated_at=now()
+                 FROM issues i
+                WHERE i.id = it.issue_id
+                  AND it.status='pending'
+                  AND it.company_id = ANY($1::uuid[])
+                  AND i.status IN ('done', 'cancelled')
+            RETURNING it.id""",
+            company_ids, CHAIM_USER_ID,
+        )
+    finally:
+        await conn.close()
+    if rows:
+        logger.info(
+            "reap_stale_interactions: cancelled %d stranded pending interactions",
+            len(rows),
+        )
+    return {"ok": True, "cancelled": len(rows)}
+
+
 # Singleton project for the precedent-library extraction queue. One issue per
 # uploaded precedent — assigned to the CEO who runs the local-MCP extractor.
 _LIBRARY_PROJECT_NAME = "ספריית פסיקה — תור חילוץ"
@@ -1195,6 +1258,73 @@ 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.