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docs: move project status & history out of CLAUDE.md

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CLAUDE.md should be AI guidance only. Phase status, shipped milestones,
open follow-ups, and the patHoLo→Paliad rebrand history are project
state — they belong in docs/, not in agent instructions.

Created docs/project-status.md with the full block. CLAUDE.md now points
to it.
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# Paliad — project status
Living document tracking what's shipped, what's deferred, and historical context. Update when phases land or open follow-ups change. AI instructions live in `.claude/CLAUDE.md`; this file is project state for humans.
## Phase status
Phases A–G shipped (April 2026): schema + RLS, services, Fristenrechner→DB, Akten CRUD, Fristen UI, Termine + CalDAV, Dashboard. See `docs/feature-roadmap.md` for the per-phase scope.
**Phase H (AI Frist-Extraktion) is deferred** — decision by m on 2026-04-16 ("we don't want Anthropic API"). The Dokumente tab on Akten detail stays as a "Kommt bald" placeholder. No `ANTHROPIC_API_KEY` on Dokploy.
**Phase I (Notizen polymorphic notes) shipped** — `paliad.notizen` table + RLS (migrations 005, 007), `NoteService` (`internal/services/note_service.go`), REST handlers (`internal/handlers/notes.go` — `GET/POST /api/{projects|deadlines|appointments}/{id}/notes`, `PATCH/DELETE /api/notes/{id}`), shared client module `frontend/src/client/notes.ts` (`initNotes`), wired into project / deadline / appointment detail pages. i18n keys under `notizen.*`.
**Phase J (this doc + roadmap rewrite + KanzlAI doc retirement notes)** completed 2026-04-17 on `mai/ritchie/phase-j-roadmap-rewrite`. Infra retirement (KanzlAI Dokploy shutdown, `kanzlai` schema drop, Gitea archive) still pending m + head coordination.
**Reminder system redesign (t-paliad-064)** — landed 2026-04-28 across PR-1..PR-4 on `mai/cronus/reminder-system-redesign`. Zero-overdue SLO model: per-user bundled morning/evening digests with category sections (überfällig / heute / diese Woche), DRINGEND escalation in the evening slot, and global-admin escalation framing on overdues. See `docs/design-reminder-redesign-2026-04-28.md`.
## Open follow-ups
- **Settings → Notifications: escalation contact dropdown** — migration 025 ships `paliad.users.escalation_contact_id` (FK to `paliad.users`, nullable, ON DELETE SET NULL). NULL means "fall back to global_admins for the escalation channel"; setting it lets a user designate a specific colleague as their escalation contact. UI deferred per m's 2026-04-28 decision; in flight as t-paliad-066. Until shipped, the column is read-only — set via direct SQL on user request.
- **Audit polish-2** — ~25 BATCH-level findings from `docs/audit-polish-2026-04-27.md` not yet shipped (PR-A..PR-E covered the rest). Triage in flight as t-paliad-067.
- **KanzlAI infra retirement** — Dokploy shutdown, `kanzlai` schema drop, Gitea archive. Pending m + head coordination.
## Historical naming
Previously called *patHoLo* (Patent + Hogan Lovells). Rebranded to Paliad on 2026-04-16 when HL announced the merger into HLC, making "HoLo" obsolete. Paliad — "Patent Litigation Administration" but in UI used as a standalone word evoking *paladin*, the champion. Firm-agnostic so the brand survives any future firm renames (see t-paliad-065 — single `FIRM_NAME` constant, default "HLC"). Lime branding kept throughout.