Refactor auto-analysis to use CaseAnalysisState

The `evaluate_case` function has been replaced with `evaluate_state` in
the `auto_trigger` module. This change introduces a new enum,
`CaseAnalysisState`, which provides a more granular representation of a
case's analysis status.

The `try_enqueue` and `try_enqueue_all_for_user` functions now utilize
`evaluate_state` to determine if analysis should proceed. This ensures
that analysis is only triggered for cases in the `Idle` or `Required`
states.

Additionally, the `CaseFlags` struct has been updated to include
`analysis_stale_with_doc`, and corresponding logic has been added in
`compute_flags` and `compute_case_view` to accurately reflect the
analysis status for UI display. The `UserCaseView` and `MyCasesTemplate`
structs have also been updated to incorporate these new fields.

server/src/analyze/auto_trigger.rs

@@ -254,19 +254,30 @@ pub async fn evaluate_case(case_dir: &Path) -> AutoDecision {
     }
 }
 
-/// Evaluate and, on `Enqueue`, prepare and send the job. Returns `true`
+/// Evaluate and, on `Idle`, prepare and send the job. Returns `true`
 /// iff a job was actually sent. Silent on routine skips; `warn!` only on
 /// actual failures (build_input, write, send).
 ///
+/// `idle_threshold` and `now` flow through to [`evaluate_state`]: only
+/// `Idle` (= stale document AND quiet window elapsed) fires. `Required`
+/// returns `false` — the user-facing "Aktualisieren"-bulk endpoint is
+/// the manual override path for those.
+///
 /// LLM-availability is *not* checked here — callers (web handlers) check
 /// via `analyze::backend::any_backend_available()` before deciding to
 /// render the analyze affordance at all. If the worker dequeues a job
 /// without an available backend it will fail at the LLM call and write a
 /// failure marker, which is graceful degradation rather than data loss.
-pub async fn try_enqueue(case_dir: &Path, tx: &AnalyzeSender, events_tx: &EventSender) -> bool {
-    match evaluate_case(case_dir).await {
-        AutoDecision::Skip(_) => return false,
-        AutoDecision::Enqueue => {}
+pub async fn try_enqueue(
+    case_dir: &Path,
+    idle_threshold: std::time::Duration,
+    now: SystemTime,
+    tx: &AnalyzeSender,
+    events_tx: &EventSender,
+) -> bool {
+    match evaluate_state(case_dir, idle_threshold, now).await {
+        CaseAnalysisState::Idle { .. } => {}
+        _ => return false,
     }
 
     let input = match build_analysis_input(case_dir, "").await {
@@ -311,6 +322,8 @@ pub async fn try_enqueue(case_dir: &Path, tx: &AnalyzeSender, events_tx: &EventS
 /// `/cases` render — skips are cheap filesystem stats.
 pub async fn try_enqueue_all_for_user(
     user_root: &Path,
+    idle_threshold: std::time::Duration,
+    now: SystemTime,
     tx: &AnalyzeSender,
     events_tx: &EventSender,
 ) {
@@ -331,7 +344,7 @@ pub async fn try_enqueue_all_for_user(
         if crate::paths::is_closed(&case_path).await {
             continue;
         }
-        try_enqueue(&case_path, tx, events_tx).await;
+        try_enqueue(&case_path, idle_threshold, now, tx, events_tx).await;
     }
 }
 
@@ -786,7 +799,14 @@ mod tests {
         let (tx, mut rx) = analyze_channel();
         let events_tx = events_channel();
 
-        try_enqueue_all_for_user(user_root.path(), &tx, &events_tx).await;
+        try_enqueue_all_for_user(
+            user_root.path(),
+            std::time::Duration::ZERO,
+            SystemTime::now(),
+            &tx,
+            &events_tx,
+        )
+        .await;
 
         // Drop the sender half so recv closes after draining.
         drop(tx);

server/src/routes/user_web.rs

@@ -87,6 +87,11 @@ struct UserCaseView {
     /// Requires: not currently analyzing, all non-failed recordings
     /// transcribed, and an LLM is configured.
     can_analyze: bool,
+    /// True iff the typed `CaseAnalysisState` is `Required` or `Idle`,
+    /// i.e. the latest recording is not yet covered by `document.json`.
+    /// Drives the per-row "Analyse erforderlich"-badge AND feeds the
+    /// list-level `required_count` for the bulk "Aktualisieren"-button.
+    analysis_required: bool,
     /// True iff the case carries a `.closed` marker. Drives the muted
     /// styling, the Close/Reopen button swap, and the purge countdown.
     is_closed: bool,
@@ -288,6 +293,10 @@ struct MyCasesTemplate {
     /// CSS `--preview-lines` custom property on `<html>`; the browser
     /// applies it via `line-clamp`. Coming from `users.toml`.
     preview_lines: u32,
+    /// Number of cases whose state is `Required` (or `Idle`) — drives
+    /// the visibility of the top-of-list "N Fälle erfordern Analyse
+    /// [Aktualisieren]"-bar. Zero hides the bar entirely.
+    required_count: usize,
     /// Session CSRF token — rendered as a hidden field into the bulk,
     /// purge-closed, and logout forms.
     csrf_token: String,
@@ -339,6 +348,10 @@ struct CasePageTemplate {
     /// the user is never stranded when a transient LLM error left only a
     /// `.analysis_failed.json` marker behind. See `compute_flags`.
     analysis_failed: Option<FailureBanner>,
+    /// True iff a document exists but does not yet cover the latest
+    /// recording. Drives a small info banner above the document body.
+    /// See [`CaseFlags::analysis_stale_with_doc`].
+    analysis_stale_with_doc: bool,
     /// True iff at least one `.m4a.failed` recording exists. Drives the
     /// verdrängende `fehler`-Badge in the case header; see the same
     /// field on `UserCaseView` for semantics.
@@ -427,6 +440,12 @@ struct CaseFlags {
     /// `Some` iff a previous LLM run failed AND no document exists yet.
     /// Drives the dead-end-recovery banner on the case page.
     analysis_failed: Option<FailureBanner>,
+    /// True iff the case state is `Required`/`Idle` AND a document
+    /// exists. Drives the "Analyse nicht aktuell — neue Aufnahmen seit
+    /// letztem Lauf"-info banner above the document on the case page.
+    /// `false` when no document exists (the failure-banner / placeholder
+    /// branches handle that visual state).
+    analysis_stale_with_doc: bool,
 }
 
 async fn compute_flags(
@@ -434,6 +453,8 @@ async fn compute_flags(
     recordings: &[RecordingView],
     llm_configured: bool,
     worker_busy: bool,
+    idle_threshold: std::time::Duration,
+    now_systime: std::time::SystemTime,
 ) -> CaseFlags {
     let has_document = any_document_exists(case_dir).await;
     // Honest status: an input file alone does not mean a job is in flight.
@@ -475,12 +496,20 @@ async fn compute_flags(
         None
     };
 
+    let state = auto_trigger::evaluate_state(case_dir, idle_threshold, now_systime).await;
+    let analysis_stale_with_doc = matches!(
+        state,
+        auto_trigger::CaseAnalysisState::Required { has_document: true }
+            | auto_trigger::CaseAnalysisState::Idle { has_document: true }
+    );
+
     CaseFlags {
         has_document,
         analyzing,
         can_analyze: analyzable && llm_configured,
         llm_missing: analyzable && !llm_configured,
         analysis_failed,
+        analysis_stale_with_doc,
     }
 }
 
@@ -591,7 +620,16 @@ pub async fn handle_my_cases(
     // render. The common case is "nothing to do" and costs a handful of
     // stat-calls per case; actual enqueues happen only when pre-conditions
     // flip (new transcripts in, stale document, ...).
-    auto_trigger::try_enqueue_all_for_user(&user_root, &pipeline.analyze_tx, &events_tx).await;
+    let idle_threshold = std::time::Duration::from_secs(config.analysis_idle_threshold_secs);
+    let now = std::time::SystemTime::now();
+    auto_trigger::try_enqueue_all_for_user(
+        &user_root,
+        idle_threshold,
+        now,
+        &pipeline.analyze_tx,
+        &events_tx,
+    )
+    .await;
 
     // Single users.toml lookup feeds both the retention sweep below and
     // the per-user preview-lines cap further down. Cheaper than walking
@@ -619,6 +657,12 @@ pub async fn handle_my_cases(
     .await;
     let total = cases.len();
     let any_closed = cases.iter().any(|c| c.is_closed);
+    // List-level summary count for the bulk "Aktualisieren"-button. We
+    // intentionally include closed cases here too — the button operates
+    // on the same population the badge does. If a closed case has
+    // `analysis_required` it would not actually fire (the bulk handler
+    // skips closed), but in practice closed cases are `Current` or hidden.
+    let required_count = cases.iter().filter(|c| c.analysis_required).count();
     // Under `show_closed=false` the case list skips closed entries
     // entirely — but the per-day `Y/Z Fälle` badge still needs to count
     // them for `Z`. Do a lightweight second scan (most-recent date per
@@ -641,6 +685,7 @@ pub async fn handle_my_cases(
         show_closed,
         any_closed,
         preview_lines,
+        required_count,
     }
     .render()
     .map(Html)
@@ -698,7 +743,16 @@ pub async fn handle_case_page(
     // Auto-analysis trigger for deep-link navigation: same evaluation as
     // the list view. Document render below still wins the race if the
     // worker happens to finish synchronously.
-    auto_trigger::try_enqueue(&case_dir, &pipeline.analyze_tx, &events_tx).await;
+    let idle_threshold = std::time::Duration::from_secs(config.analysis_idle_threshold_secs);
+    let now = std::time::SystemTime::now();
+    auto_trigger::try_enqueue(
+        &case_dir,
+        idle_threshold,
+        now,
+        &pipeline.analyze_tx,
+        &events_tx,
+    )
+    .await;
     let case_id_str = case_id.to_string();
     info!(slug = %user.slug, case_id = %case_id, "case page viewed");
 
@@ -721,6 +775,8 @@ pub async fn handle_case_page(
         &recordings,
         crate::analyze::backend::any_backend_available(),
         a_busy,
+        idle_threshold,
+        now,
     )
     .await;
 
@@ -777,6 +833,7 @@ pub async fn handle_case_page(
         analyzing: flags.analyzing,
         has_document: flags.has_document,
         analysis_failed: flags.analysis_failed,
+        analysis_stale_with_doc: flags.analysis_stale_with_doc,
         has_failed_recording,
         is_admin,
         is_closed,
@@ -929,6 +986,8 @@ async fn scan_user_cases(
     let user_root = config.data_path.join(slug);
     let mut cases = Vec::new();
     let now = OffsetDateTime::now_utc();
+    let now_systime = std::time::SystemTime::now();
+    let idle_threshold = std::time::Duration::from_secs(config.analysis_idle_threshold_secs);
 
     let mut entries = match tokio::fs::read_dir(&user_root).await {
         Ok(r) => r,
@@ -946,6 +1005,8 @@ async fn scan_user_cases(
             worker_busy,
             auto_delete_days,
             now,
+            idle_threshold,
+            now_systime,
         )
         .await
         {
@@ -982,6 +1043,7 @@ async fn filter_valid_case_dir(
 
 /// Build a `UserCaseView` for a single case directory. Returns `None`
 /// for empty cases (no recordings yet) so the caller can skip them.
+#[allow(clippy::too_many_arguments)]
 async fn compute_case_view(
     case_id: String,
     case_path: &Path,
@@ -989,6 +1051,8 @@ async fn compute_case_view(
     worker_busy: bool,
     auto_delete_days: u32,
     now: OffsetDateTime,
+    idle_threshold: std::time::Duration,
+    now_systime: std::time::SystemTime,
 ) -> Option<UserCaseView> {
     let recordings = scan_recordings(case_path).await;
     if recordings.is_empty() {
@@ -1014,6 +1078,13 @@ async fn compute_case_view(
     let analyzing = !has_document && worker_busy && any_analysis_input_exists(case_path).await;
     let can_analyze = !analyzing && all_transcribed && llm_configured;
 
+    let state = auto_trigger::evaluate_state(case_path, idle_threshold, now_systime).await;
+    let analysis_required = matches!(
+        state,
+        crate::analyze::auto_trigger::CaseAnalysisState::Required { .. }
+            | crate::analyze::auto_trigger::CaseAnalysisState::Idle { .. }
+    );
+
     let (is_closed, days_until_purge) = closed_state(case_path, auto_delete_days, now).await;
 
     // One extra read per case with a document. Documents are in the KB
@@ -1043,6 +1114,7 @@ async fn compute_case_view(
         has_document,
         has_failed_recording,
         can_analyze,
+        analysis_required,
         is_closed,
         days_until_purge,
         analysis_html,
@@ -1170,6 +1242,7 @@ mod tests {
             has_document: false,
             has_failed_recording: false,
             can_analyze: false,
+            analysis_required: false,
             is_closed,
             days_until_purge: None,
             analysis_html: None,