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

@@ -222,18 +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
+כתיבת טיוטה     : qa_review · drafted
-   → drafted → qa_passed / qa_failed → exported
+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

@@ -806,7 +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)
+new → processing → documents_ready → analyst_verified → research_complete
-   → outcome_set → direction_approved → analysis_enriched → ready_for_writing
+   → outcome_set → direction_approved → qa_review → drafted (אתה כאן!)
-   → drafted (אתה כאן!) → qa_passed / qa_failed → exported
+   → 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.
 

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)
 

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' +
+    בוחר אוטומטית פרוטוקול ועדת-ערר (scope שאינו 'lower'); document_id מכוון לדיון
-    טיעונים מאוגדים. Claude מקומי Opus 4.8 effort=high; re-run מחליף (idempotent).
+    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.
+    # Group propositions by party — and, for the multi-party sides (respondent /
-    by_party: dict[str, list[dict]] = {}
+    # 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,
+                            (case_id, party, party_name, argument_index,
-                             argument_body, legal_topic, priority)
+                             argument_title, argument_body, legal_topic, priority)
-                           VALUES ($1, $2, $3, $4, $5, $6, $7)
+                           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,
+                """SELECT id, case_id, party, party_name, argument_index,
-                          argument_body, legal_topic, priority, cited_precedents,
+                          argument_title, argument_body, legal_topic, priority,
-                          created_at, updated_at
+                          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,
+                """SELECT id, case_id, party, party_name, argument_index,
-                          argument_body, legal_topic, priority, cited_precedents,
+                          argument_title, argument_body, legal_topic, priority,
-                          created_at, updated_at
+                          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"},
@@ -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.
+    # Pick the model build by prompt size (#216). Above the 200K-token wall we
-    # Sonnet: 200K context → ~800K chars max; Opus: 200K context → same.
+    # escalate to the 1M-context build (`[1m]`) instead of failing the block —
-    # In practice the CLI has crashed on prompts above ~400K chars, so use
+    # block-yod legitimately carries the whole case as source-context. The 400K
-    # that as a conservative ceiling (well below the token limit).
+    # ceiling was an artifact of the old 200K-only build, NOT a model limit.
-    _MAX_PROMPT_CHARS = 400_000
+    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".
+        # AI blocks record the model build actually used (200K or [1m], #216);
-        "model_used": GENERATION_MODEL if is_ai else block_cfg["model"],
+        # 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:
+    # ~350K chars ≈ the 200K-token wall of the default Opus build (~2 Hebrew
-        logger.warning("Large prompt: %d chars — may hit context limits", len(full_prompt))
+    # 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:
+def _protocol_scope(doc: dict) -> str:
-    """The protocol document for the case, if present (doc_type or title)."""
+    """Protocol scope from ``metadata.protocol_scope``.
-    for d in docs:
+
-        if d.get("doc_type") == "protocol":
+    Absent/'' defaults to ``'appeal'`` (ועדת הערר), matching the
-            return d
+    document-type-editor convention where only the non-default ``'lower'``
-    for d in docs:
+    (ועדה מקומית/מחוזית) is persisted.
-        if "פרוטוקול" in (d.get("title") or ""):
+    """
-            return d
+    meta = doc.get("metadata") or {}
-    return None
+    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/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-
+    הולידציה זהה ל-PATCH endpoint ב-web/app.py. הדגלים נשמרים ב-
-    documents.metadata JSONB (מתפרסם משם ע"י extract_appraiser_facts).
+    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
+    # appraiser_side / protocol_scope are optional. The MCP tool can't
-    # "set to empty string", so we use the convention: only update if non-empty.
+    # distinguish "skip" from "set to empty string", so we use the convention:
-    # To clear, the operator must edit metadata directly (rare).
+    # 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/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",

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]/page.tsx

@@ -104,12 +104,6 @@ export default function CaseDetailPage({
     <>
       {data && <CaseEditDialog data={data} />}
       <UploadSheet caseNumber={caseNumber} />
-      <Button
-        className="bg-gold text-white hover:bg-gold-deep border-transparent"
-        onClick={() => setTab("decision")}
-      >
-        פתח עורך החלטה
-      </Button>
       {canStartWorkflow && (
         <Button
           className="bg-gold-deep hover:bg-gold-deep/90 text-parchment"

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

@@ -5,11 +5,11 @@ import { Button } from "@/components/ui/button";
 import { Textarea } from "@/components/ui/textarea";
 import { Badge } from "@/components/ui/badge";
 import { Markdown } from "@/components/ui/markdown";
-import { AgentStatusWidget } from "@/components/cases/agent-status-widget";
 import {
   useAgentActivity,
   useSendComment,
   useSubmitInteraction,
+  useDismissInteraction,
 } from "@/lib/api/agents";
 import type {
   Interaction,
@@ -17,6 +17,8 @@ import type {
   InteractionQuestion,
   InteractionTask,
   PaperclipComment,
+  PaperclipAgentStatus,
+  PaperclipIssue,
 } from "@/lib/api/agents";
 import { formatRelative } from "@/lib/format-date";
 import { toast } from "sonner";
@@ -30,6 +32,8 @@ import {
   CheckCircle2,
   XCircle,
   HelpCircle,
+  ChevronDown,
+  Ban,
 } from "lucide-react";
 
 /* ── Role → color mapping ────────────────────────────────────── */
@@ -82,6 +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 {
@@ -507,15 +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(
@@ -532,6 +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 ${
@@ -554,15 +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">
+            <button
-              ממתין לתשובה
+              type="button"
-            </span>
+              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">
@@ -573,39 +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" ? (
+          open ? (
-            <AskUserQuestionsForm
+            interaction.kind === "ask_user_questions" ? (
-              interaction={interaction}
+              <AskUserQuestionsForm
-              onSubmit={(answers) => send("respond", { answers })}
+                interaction={interaction}
-              pending={submit.isPending}
+                onSubmit={(answers) => send("respond", { answers })}
-            />
+                pending={submit.isPending}
-          ) : interaction.kind === "request_confirmation" ? (
+              />
-            <RequestConfirmationForm
+            ) : interaction.kind === "request_confirmation" ? (
-              interaction={interaction}
+              <RequestConfirmationForm
-              onAccept={() => send("accept", {})}
+                interaction={interaction}
-              onReject={(reason) =>
+                onAccept={() => send("accept", {})}
-                send("reject", reason ? { reason } : {})
+                onReject={(reason) =>
-              }
+                  send("reject", reason ? { reason } : {})
-              pending={submit.isPending}
+                }
-            />
+                pending={submit.isPending}
-          ) : interaction.kind === "suggest_tasks" ? (
+              />
-            <SuggestTasksForm
+            ) : interaction.kind === "suggest_tasks" ? (
-              interaction={interaction}
+              <SuggestTasksForm
-              onAccept={(keys) =>
+                interaction={interaction}
-                send("accept", keys.length ? { selectedClientKeys: keys } : {})
+                onAccept={(keys) =>
-              }
+                  send("accept", keys.length ? { selectedClientKeys: keys } : {})
-              onReject={(reason) =>
+                }
-                send("reject", reason ? { reason } : {})
+                onReject={(reason) =>
-              }
+                  send("reject", reason ? { reason } : {})
-              pending={submit.isPending}
+                }
-            />
+                pending={submit.isPending}
+              />
+            ) : null
           ) : null
         ) : summary ? (
           <div className="text-sm">
@@ -617,6 +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({
@@ -690,25 +891,46 @@ export function AgentActivityFeed({
 
   const comments = data.comments ?? [];
   const interactions = data.interactions ?? [];
-  const pendingCount = interactions.filter((i) => i.status === "pending").length;
+  // 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.
+  // Group the timeline by issue, each an accordion (mockup 18i v2). Comments +
-  type FeedItem =
+  // resolved interactions; pending ones are surfaced above and not repeated.
-    | { kind: "comment"; at: number; comment: PaperclipComment }
+  const itemsByIssue = new Map<string, FeedItem[]>();
-    | { kind: "interaction"; at: number; interaction: Interaction };
+  const pushItem = (issueId: string, item: FeedItem) => {
-
+    const arr = itemsByIssue.get(issueId);
-  const feed: FeedItem[] = [
+    if (arr) arr.push(item);
-    ...comments.map<FeedItem>((c) => ({
+    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.
@@ -718,35 +940,43 @@ export function AgentActivityFeed({
 
   return (
     <div className="flex flex-col h-full">
-      {/* agent roster — who's doing what right now (mockup 18i) */}
+      {/* agent roster — who's who, compact one-row (mockup 18i v2) */}
-      <div className="mb-3 rounded-lg border border-rule bg-parchment/40 px-3 py-2.5">
+      <AgentRoster agents={data.agents ?? []} />
-        <AgentStatusWidget caseNumber={caseNumber} />
-      </div>
 
-      {/* pending interactions surfaced to the top (mockup 18i — awaiting you) */}
+      {/* pending interactions surfaced to the top — each an accordion, first
-      {pendingCount > 0 && (
+          open (mockup 18i v2 — awaiting you). Excluded from the timeline. */}
-        <div className="mb-3 rounded-lg border border-amber-300 bg-amber-50 px-4 py-2.5 text-[0.82rem] font-semibold text-amber-800 flex items-center gap-2">
+      {pending.length > 0 && (
-          <Clock className="w-4 h-4" />
+        <div className="mb-3 rounded-lg border border-amber-300 bg-amber-50 p-3 space-y-2">
-          ממתין לתשובתך — {pendingCount} {pendingCount === 1 ? "בקשה" : "בקשות"} בהמשך הזרם
+          <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>
       )}
 
-      {/* Issue summary bar */}
+      {/* Timeline header */}
-      <div className="flex items-center gap-2 px-2 py-2 border-b border-rule mb-2 flex-wrap">
+      <div className="flex items-center gap-2 px-2 py-2 border-b border-rule mb-1">
-        {data.issues.map((iss) => (
+        <span className="text-[0.82rem] font-bold text-navy">פעילות לפי משימה</span>
-          <Badge
+        <span className="text-[0.72rem] text-ink-muted">
-            key={iss.id}
+          {data.issues.length} משימות · {totalFeedItems} הודעות
-            variant={iss.status === "done" ? "secondary" : "default"}
+        </span>
-            className="text-[11px] font-mono"
-          >
-            {iss.identifier} — {issueStatusLabel(iss.status)}
-          </Badge>
-        ))}
       </div>
 
-      {/* Comments + interactions stream */}
+      {/* Per-issue accordions */}
-      <div className="flex-1 overflow-y-auto max-h-[500px] space-y-1 px-1">
+      <div className="flex-1 overflow-y-auto max-h-[500px]">
-        {feed.length === 0 ? (
+        {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" />
@@ -759,22 +989,19 @@ export function AgentActivityFeed({
             </div>
           )
         ) : (
-          feed.map((item) =>
+          issueGroups.map(({ iss, items }, idx) => (
-            item.kind === "comment" ? (
+            <IssueGroup
-              <CommentCard
+              key={iss.id}
-                key={`c-${item.comment.id}`}
+              issue={iss}
-                comment={item.comment}
+              items={items}
-                issueMap={issueMap}
+              caseNumber={caseNumber}
-              />
+              issueMap={issueMap}
-            ) : (
+              defaultOpen={
-              <InteractionCard
+                idx === 0 ||
-                key={`i-${item.interaction.id}`}
+                (iss.status !== "done" && iss.status !== "cancelled")
-                interaction={item.interaction}
+              }
-                caseNumber={caseNumber}
+            />
-                issueMap={issueMap}
+          ))
-              />
-            ),
-          )
         )}
         <div ref={endRef} />
       </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={
+            appraiserSide={meta?.appraiser_side}
-              (doc.metadata as { appraiser_side?: string } | undefined)
+            isPostHearing={isPostHearing}
-                ?.appraiser_side
+            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">
+      <div className="max-h-[70vh] overflow-y-auto overflow-x-hidden space-y-2" dir="rtl">
-        <ul className="divide-y divide-rule" dir="rtl">
+        {DOC_GROUP_ORDER.map((group) => {
-          {sorted.map((doc) => (
+          const groupDocs = grouped.get(group);
-            <DocumentRow key={doc.id} doc={doc} caseNumber={caseNumber} />
+          if (!groupDocs || groupDocs.length === 0) return null;
-          ))}
+          return (
-        </ul>
+            <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">
+    // flex + per-card `order` so the visual order matches mockup 26:
-      {/* ── Banner ── */}
+    // 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"
@@ -353,7 +571,7 @@ export function DraftsPanel({
       </section>
 
       {/* ── Card: draft files (mockup 18h) ── */}
-      <section className="rounded-lg border border-rule bg-surface p-4">
+      <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">
@@ -522,7 +740,7 @@ export function DraftsPanel({
       </section>
 
       {/* ── Card: chair feedback (mockup 18h) ── */}
-      <section className="rounded-lg border border-rule bg-surface p-4">
+      <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
+ * Inner body of a single party. For a multi-litigant side (respondent /
- * accordion. The party header (name / sub / count) now lives on the enclosing
+ * permit_applicant) whose arguments carry distinct ``party_name`` brief labels,
- * party-accordion trigger (mockup 25b), so this renders the groups only.
+ * 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/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/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:
+        reaper_task.cancel()
-            await sync_task
+        for _t in (sync_task, reaper_task):
-        except asyncio.CancelledError:
+            try:
-            pass
+                await _t
+            except asyncio.CancelledError:
+                pass
         await db.close_pool()
         await _progress.close()
 
@@ -3090,6 +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."""
@@ -4365,6 +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.
@@ -5631,13 +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}")
@@ -5662,6 +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(
@@ -5678,13 +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.