Merge: t-paliad-131 Phase B3 — DE expansion (PatG §111 fix + BPatG Hinweisbeschluss + ZPO Anzeige)

internal/db/migrations/042_de_expansion_b3.down.sql

@@ -0,0 +1,52 @@
+-- Reverses 042_de_expansion_b3.
+
+DELETE FROM paliad.deadline_rules
+ WHERE proceeding_type_id IN (
+        SELECT id FROM paliad.proceeding_types WHERE code IN ('DE_INF','DE_NULL')
+       )
+   AND code IN (
+        'de_inf.anzeige',
+        'de_null.replik_klaeger', 'de_null.hinweisbeschluss',
+        'de_null.stellungnahme',  'de_null.duplik'
+       );
+
+DELETE FROM paliad.deadline_concepts
+ WHERE slug IN ('preliminary-opinion','response-to-preliminary-opinion','notice-of-defence-intention')
+   AND id NOT IN (SELECT concept_id FROM paliad.deadline_rules WHERE concept_id IS NOT NULL);
+
+UPDATE paliad.deadline_rules
+   SET duration_value = 1,
+       deadline_notes    = NULL,
+       deadline_notes_en = NULL
+ WHERE proceeding_type_id = (SELECT id FROM paliad.proceeding_types WHERE code = 'DE_NULL')
+   AND code = 'de_null.beruf_begr';
+
+WITH proc AS (SELECT id FROM paliad.proceeding_types WHERE code = 'DE_INF')
+UPDATE paliad.deadline_rules dr
+   SET sequence_order = CASE dr.code
+       WHEN 'de_inf.klage'      THEN 0
+       WHEN 'de_inf.erwidg'     THEN 1
+       WHEN 'de_inf.replik'     THEN 2
+       WHEN 'de_inf.duplik'     THEN 3
+       WHEN 'de_inf.termin'     THEN 4
+       WHEN 'de_inf.urteil'     THEN 5
+       WHEN 'de_inf.berufung'   THEN 6
+       WHEN 'de_inf.beruf_begr' THEN 7
+       ELSE dr.sequence_order
+   END
+  FROM proc p
+ WHERE dr.proceeding_type_id = p.id;
+
+WITH proc AS (SELECT id FROM paliad.proceeding_types WHERE code = 'DE_NULL')
+UPDATE paliad.deadline_rules dr
+   SET sequence_order = CASE dr.code
+       WHEN 'de_null.klage'      THEN 0
+       WHEN 'de_null.erwidg'     THEN 1
+       WHEN 'de_null.termin'     THEN 2
+       WHEN 'de_null.urteil'     THEN 3
+       WHEN 'de_null.berufung'   THEN 4
+       WHEN 'de_null.beruf_begr' THEN 5
+       ELSE dr.sequence_order
+   END
+  FROM proc p
+ WHERE dr.proceeding_type_id = p.id;

internal/db/migrations/042_de_expansion_b3.up.sql

@@ -0,0 +1,168 @@
+-- t-paliad-131 Phase B3: DE proceeding-tree expansion + bug fix.
+--
+-- Three concerns:
+--
+-- 1. PatG §111(1) bug fix. Current paliad seed has de_null.beruf_begr at
+--    1 month. The current text of §111(1) PatG (BGBl. 2022) reads:
+--    "Die Frist zur Begründung der Berufung beträgt drei Monate.
+--     Sie beginnt mit der Zustellung des in vollständiger Form
+--     abgefassten Urteils, spätestens mit Ablauf von fünf Monaten
+--     nach der Verkündung." Bump to 3 months.
+--
+-- 2. DE_NULL Hinweisbeschluss cycle. PatG §83 mandates a qualified
+--    opinion ("Hinweisbeschluss") issued by the BPatG before the
+--    main hearing. Parties typically respond within ~3 months
+--    (court-set per §83(2)). Plus the missing Replik/Duplik exchange
+--    that is implicit in BPatG practice. All four are court-set so
+--    they render as IsCourtSet placeholders; the user can fill in
+--    real dates via the Phase A click-to-edit affordance.
+--
+-- 3. DE_INF Anzeige der Verteidigungsbereitschaft (ZPO §276(1) Satz 1).
+--    Not yet on the timeline. 2 weeks from service of the Klage.
+--
+-- Out of scope (deferred to B6): cross-cutting Versäumnisurteil-
+-- Einspruch (ZPO §339, trigger fires irregularly only when defendant
+-- defaults), Schriftsatznachreichung (ZPO §296a, court-set after
+-- Haupttermin), Wiedereinsetzung (PatG §123 / ZPO §233 / EPÜ Art.122).
+
+-- ============================================================================
+-- 1. PatG §111(1) duration fix
+-- ============================================================================
+
+UPDATE paliad.deadline_rules
+   SET duration_value = 3,
+       deadline_notes    = 'Frist zur Berufungsbegründung beträgt 3 Monate (§ 111(1) Satz 1 PatG); spätestens 5 Monate nach Verkündung des Urteils.',
+       deadline_notes_en = 'Period for filing the Statement of Grounds is 3 months (PatG §111(1) sentence 1); at the latest 5 months after pronouncement of the judgment.'
+ WHERE proceeding_type_id = (SELECT id FROM paliad.proceeding_types WHERE code = 'DE_NULL')
+   AND code = 'de_null.beruf_begr';
+
+-- ============================================================================
+-- 2. New concepts for the Hinweisbeschluss cycle + Anzeige
+-- ============================================================================
+
+INSERT INTO paliad.deadline_concepts (slug, name_de, name_en, description, aliases, party, category, sort_order) VALUES
+    ('preliminary-opinion',                 'Hinweisbeschluss',                          'Preliminary Opinion / Qualified Hint',     'Vom Gericht erteilter qualifizierter Hinweis nach § 83 PatG, der die vorläufige Auffassung zur Patentfähigkeit darlegt — typischerweise einige Monate vor der mündlichen Verhandlung.', ARRAY['Hinweisbeschluss', 'qualifizierter Hinweis', 'Preliminary Opinion', 'qualified hint', 'Section 83 PatG hint'], 'court', 'order', 65),
+    ('response-to-preliminary-opinion',     'Stellungnahme zum Hinweisbeschluss',        'Response to Preliminary Opinion',          'Stellungnahme der Parteien zum qualifizierten Hinweis des BPatG (§ 83(2) PatG) — gerichtlich gesetzte Frist, typischerweise ~3 Monate.',                                                ARRAY['Stellungnahme Hinweis', 'response to hint', 'Stellungnahme zum Hinweisbeschluss'],                          'both',  'submission', 39),
+    ('notice-of-defence-intention',         'Anzeige der Verteidigungsbereitschaft',     'Notice of Intent to Defend',               'Anzeige des Beklagten, dass er sich gegen die Klage verteidigen will (§ 276(1) Satz 1 ZPO) — 2 Wochen ab Zustellung der Klage.',                                                          ARRAY['Anzeige Verteidigungsbereitschaft', 'Verteidigungsanzeige', 'Notice of defence intent'],                    'defendant', 'submission', 19)
+ON CONFLICT (slug) DO UPDATE SET
+    name_de       = EXCLUDED.name_de,
+    name_en       = EXCLUDED.name_en,
+    description   = EXCLUDED.description,
+    aliases       = EXCLUDED.aliases,
+    party         = EXCLUDED.party,
+    sort_order    = EXCLUDED.sort_order,
+    updated_at    = now();
+
+-- ============================================================================
+-- 3. Renumber DE_INF + DE_NULL to leave gaps for new rows
+-- ============================================================================
+
+WITH proc AS (SELECT id FROM paliad.proceeding_types WHERE code = 'DE_INF')
+UPDATE paliad.deadline_rules dr
+   SET sequence_order = CASE dr.code
+       WHEN 'de_inf.klage'      THEN 0
+       WHEN 'de_inf.erwidg'     THEN 20
+       WHEN 'de_inf.replik'     THEN 30
+       WHEN 'de_inf.duplik'     THEN 40
+       WHEN 'de_inf.termin'     THEN 50
+       WHEN 'de_inf.urteil'     THEN 60
+       WHEN 'de_inf.berufung'   THEN 70
+       WHEN 'de_inf.beruf_begr' THEN 80
+       ELSE dr.sequence_order
+   END
+  FROM proc p
+ WHERE dr.proceeding_type_id = p.id;
+
+WITH proc AS (SELECT id FROM paliad.proceeding_types WHERE code = 'DE_NULL')
+UPDATE paliad.deadline_rules dr
+   SET sequence_order = CASE dr.code
+       WHEN 'de_null.klage'      THEN 0
+       WHEN 'de_null.erwidg'     THEN 10
+       WHEN 'de_null.termin'     THEN 50
+       WHEN 'de_null.urteil'     THEN 60
+       WHEN 'de_null.berufung'   THEN 70
+       WHEN 'de_null.beruf_begr' THEN 80
+       ELSE dr.sequence_order
+   END
+  FROM proc p
+ WHERE dr.proceeding_type_id = p.id;
+
+-- ============================================================================
+-- 4. DE_INF — add Anzeige der Verteidigungsbereitschaft
+-- ============================================================================
+
+INSERT INTO paliad.deadline_rules (
+    proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type,
+    is_mandatory, duration_value, duration_unit, timing, rule_code, deadline_notes, deadline_notes_en,
+    sequence_order, condition_flag, concept_id, legal_source, is_spawn, is_active
+)
+SELECT
+    pt.id, parent_rule.id,
+    'de_inf.anzeige', 'Anzeige der Verteidigungsbereitschaft', 'Notice of Intent to Defend',
+    'defendant', 'filing', true, 2, 'weeks', 'after', '§ 276 ZPO',
+    'Innerhalb von 2 Wochen nach Zustellung der Klage hat der Beklagte gegenüber dem Gericht anzuzeigen, ob er sich verteidigen will (§ 276(1) Satz 1 ZPO). Versäumnis kann zu Versäumnisurteil führen.',
+    'Within 2 weeks of service of the Klage the defendant must notify the court whether they intend to defend (ZPO §276(1) sentence 1). Failure can result in a default judgment.',
+    10, NULL,
+    (SELECT id FROM paliad.deadline_concepts WHERE slug = 'notice-of-defence-intention'),
+    'DE.ZPO.276.1', false, true
+FROM paliad.proceeding_types pt
+JOIN paliad.deadline_rules parent_rule ON parent_rule.proceeding_type_id = pt.id AND parent_rule.code = 'de_inf.klage'
+WHERE pt.code = 'DE_INF';
+
+-- ============================================================================
+-- 5. DE_NULL — add Replik / Hinweisbeschluss / Stellungnahme / Duplik
+-- ============================================================================
+
+-- Wave 1: replik_klaeger + hinweisbeschluss (parents = pre-existing erwidg)
+INSERT INTO paliad.deadline_rules (
+    proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type,
+    is_mandatory, duration_value, duration_unit, timing, rule_code, deadline_notes, deadline_notes_en,
+    sequence_order, condition_flag, concept_id, legal_source, is_spawn, is_active
+)
+SELECT
+    pt.id, parent_rule.id, new.code, new.name, new.name_en, new.primary_party, new.event_type,
+    true, new.duration_value, new.duration_unit, 'after', new.rule_code, new.deadline_notes, new.deadline_notes_en,
+    new.sequence_order, NULL,
+    (SELECT id FROM paliad.deadline_concepts WHERE slug = new.concept_slug),
+    new.legal_source, false, true
+FROM (VALUES
+    ('de_null.erwidg', 'de_null.replik_klaeger', 'Replik',                              'Reply',
+        'claimant',  'filing',  2, 'months', '§ 83 PatG',
+        'Vom Gericht gesetzte Frist (§ 83(2) PatG); typischerweise ~2 Monate. Nach Eintritt des Datums per Klick anpassbar.',
+        'Court-set deadline (PatG §83(2)); typically ~2 months. Click the date to set the actual court-ordered period.',
+        20, 'reply-to-defence', 'DE.PatG.83.2'),
+    ('de_null.erwidg', 'de_null.hinweisbeschluss', 'Hinweisbeschluss',                  'Preliminary Opinion (Qualified Hint)',
+        'court',     'order',   0, 'months', '§ 83 PatG',
+        'Qualifizierter Hinweis des BPatG (§ 83(1) PatG), in dem die vorläufige Auffassung zur Patentfähigkeit dargelegt wird. Wird typischerweise einige Monate vor der mündlichen Verhandlung erlassen.',
+        'BPatG qualified opinion (PatG §83(1)) setting out the preliminary view on patentability. Typically issued some months before the main hearing.',
+        30, 'preliminary-opinion', 'DE.PatG.83.1')
+) AS new(parent_code, code, name, name_en, primary_party, event_type, duration_value, duration_unit, rule_code, deadline_notes, deadline_notes_en, sequence_order, concept_slug, legal_source)
+JOIN paliad.proceeding_types pt ON pt.code = 'DE_NULL'
+JOIN paliad.deadline_rules    parent_rule ON parent_rule.proceeding_type_id = pt.id AND parent_rule.code = new.parent_code;
+
+-- Wave 2: stellungnahme (parent=hinweisbeschluss) + duplik (parent=replik_klaeger)
+INSERT INTO paliad.deadline_rules (
+    proceeding_type_id, parent_id, code, name, name_en, primary_party, event_type,
+    is_mandatory, duration_value, duration_unit, timing, rule_code, deadline_notes, deadline_notes_en,
+    sequence_order, condition_flag, concept_id, legal_source, is_spawn, is_active
+)
+SELECT
+    pt.id, parent_rule.id, new.code, new.name, new.name_en, new.primary_party, new.event_type,
+    true, new.duration_value, new.duration_unit, 'after', new.rule_code, new.deadline_notes, new.deadline_notes_en,
+    new.sequence_order, NULL,
+    (SELECT id FROM paliad.deadline_concepts WHERE slug = new.concept_slug),
+    new.legal_source, false, true
+FROM (VALUES
+    ('de_null.hinweisbeschluss', 'de_null.stellungnahme', 'Stellungnahme zum Hinweisbeschluss', 'Response to Preliminary Opinion',
+        'both',      'filing', 0, 'months', '§ 83 PatG',
+        'Stellungnahme der Parteien zum qualifizierten Hinweis (§ 83(2) PatG) — vom Gericht gesetzte Frist, typischerweise ~3 Monate.',
+        'Parties'' response to the qualified hint (PatG §83(2)) — court-set deadline, typically ~3 months.',
+        35, 'response-to-preliminary-opinion', 'DE.PatG.83.2'),
+    ('de_null.replik_klaeger',   'de_null.duplik',         'Duplik',                              'Rejoinder',
+        'defendant', 'filing', 1, 'months', '§ 83 PatG',
+        'Vom Gericht gesetzte Frist (§ 83(2) PatG); typischerweise ~1 Monat. Nach Eintritt des Datums per Klick anpassbar.',
+        'Court-set deadline (PatG §83(2)); typically ~1 month. Click the date to set the actual court-ordered period.',
+        40, 'rejoinder',                       'DE.PatG.83.2')
+) AS new(parent_code, code, name, name_en, primary_party, event_type, duration_value, duration_unit, rule_code, deadline_notes, deadline_notes_en, sequence_order, concept_slug, legal_source)
+JOIN paliad.proceeding_types pt ON pt.code = 'DE_NULL'
+JOIN paliad.deadline_rules    parent_rule ON parent_rule.proceeding_type_id = pt.id AND parent_rule.code = new.parent_code;