Commit Graph

182 Commits

Author SHA1 Message Date
mAi
02255c4234 mAi: #81 - verfahrensablauf side+appellant selectors + UPC Appeal trigger label
Concerns A + B + C from m/paliad#81:

A. Browse-a-proceeding (/tools/verfahrensablauf) gains a side selector
   (Kläger/Beklagter/Beide) and an appellant selector. The side selector
   swaps which column labels which user-side; the appellant selector
   collapses party='both' rules into the appellant's column (no mirror)
   so role-swap proceedings (Appeal, etc.) stop showing every row
   twice in the timeline. Both selectors are URL-driven (?side= +
   ?appellant=) and re-render without a backend round-trip.

   The appellant row hides itself for proceedings without an appellant
   axis (first-instance Inf/Rev/Opp) via a small allowlist.

B. UPC Appeal trigger-event caption now reads "Anfechtbare Entscheidung"
   / "Appealable Decision" instead of falling back to the proceeding
   name ("Berufungsverfahren" / "Appeal"). Implemented as an optional
   trigger_event_label_{de,en} column on paliad.proceeding_types (mig
   121); the frontend prefers it over the proceedingName fallback that
   fires when no rule has IsRootEvent=true. No new deadline rules, no
   slug changes (hard rule from the issue).

C. Parameter contract for the column projection is unified in
   bucketDeadlinesIntoColumns(deadlines, {side, appellant}) — a pure
   helper extracted from renderColumnsBody so the routing behaviour
   stays unit-testable without a DOM. Tests cover the default mirror,
   appellant-collapse for both sides, side-swap of column ownership,
   the combined case, and row alignment by dueDate.

Verification

- go build ./...                        clean
- go test ./...                         all green
- bun run build (frontend)              clean
- bun test (frontend/src)               110/110 pass (12 new + 98 prior)
- Migration 121 applied to paliad schema; UPC Appeal proceeding now
  carries the curated trigger label pair.

Out of scope (filed for follow-up): per-rule role tagging so
respondent-side filings (Response to Appeal, Cross-Appeal) land in
the respondent's column when an appellant is selected. The current
issue scope (one-row-per-deadline collapse) is delivered; the
realistic-per-row routing needs a deadline_rules schema bump that
the hard rules of #81 excluded.
2026-05-25 13:57:38 +02:00
mAi
a911a2d0ee feat(submissions): t-paliad-243 — global Schriftsätze drafts without project
Adds an end-to-end project-optional path for Schriftsatz drafts:

- Migration 120 drops NOT NULL on paliad.submission_drafts.project_id
  and rewrites the four RLS policies to gate purely on user_id when
  project_id IS NULL, otherwise on paliad.can_see_project. Down
  refuses to run if project-less rows exist (safer than silent
  data corruption).

- SubmissionDraft.ProjectID becomes *uuid.UUID end-to-end. Service
  layer skips project/parties/deadline lookups when nil and exposes
  DraftPatch.ProjectID for the "Projekt zuweisen" affordance.
  ListAllForUser LEFT JOINs paliad.projects so project-less drafts
  surface in the global index next to project-scoped ones.

- New HTTP surface:
    GET  /submissions/new                 (picker page)
    GET  /submissions/draft/{draft_id}    (editor for any draft)
    GET  /api/submissions/catalog         (catalog without project)
    POST /api/submission-drafts           (project-less or attached)
    GET/PATCH/DELETE /api/submission-drafts/{draft_id}
    POST /api/submission-drafts/{draft_id}/export
  Existing /api/projects/{id}/submissions/... routes remain bit-
  identical so the project-scoped flow keeps working unchanged.

- Frontend: /submissions/new lists the full cross-proceeding catalog
  grouped by proceeding, filterable by text + chip. Each row offers
  "Ohne Projekt" (instant draft) or "Mit Projekt…" (modal picker
  with autocomplete over visible projects). /submissions index gains
  a prominent "Neuer Entwurf" CTA and an empty-state CTA pointing at
  the picker. The editor renders a banner + "Projekt zuweisen"
  action when project_id is null; assigning persists project_id and
  redirects to the project-scoped URL.

Audit + project-event writes detect d.ProjectID == nil; the audit
row's scope flips to 'user' (scope_root = user_id) and the
project_events row is skipped entirely.
2026-05-23 02:19:55 +02:00
mAi
d3aade5aac feat(submissions): t-paliad-238 Slice A — dedicated draft editor page
Adds the dedicated Submissions/Schriftsätze editor at
/projects/{id}/submissions/{code}/draft (and …/draft/{draft_id}) per
docs/design-submission-page-2026-05-22.md.

Lawyer picks (or creates) a named draft, edits placeholder variables
in a sticky sidebar, sees a read-only HTML preview of the merged
document body, and exports a .docx with project state + lawyer
overrides resolved. Drafts persist in paliad.submission_drafts
keyed on (project_id, submission_code, user_id, name) with RLS via
can_see_project; updates and deletes additionally gated on owner-only
(Q-E4 owner-scoped pick, m-confirmed).

Resurrected from git history per the design's "no rewrite" plan:
  SubmissionVarsService    ← commit 1765d5e (Slice 2 with patent_number_upc)
  SubmissionRenderer       ← commit 8ea3509 (in-house merge engine — the
                             lukasjarosch/go-docx library refuses sibling
                             placeholders in one run, which patent submissions
                             use routinely)
  ConvertDotmToDocx        ← existing format-only convert (kept; reused as
                             pre-pass so .dotm inputs strip macros before
                             merge)

New code:
  paliad.submission_drafts  migration 119 (idempotent — DROP POLICY IF EXISTS
                            + CREATE; CREATE OR REPLACE for the shared trigger
                            function). Applied to live DB.
  SubmissionDraftService    CRUD + autosave-friendly Update + Export/RenderPreview
                            entry points
  RenderHTML method         new on the renderer; walks the same merged
                            document.xml as Render but emits HTML for the
                            preview pane (Q-E3 server-side pick)
  7 API handlers            list / create / get / patch / delete / preview / export
  2 page routes             /draft and /draft/{draft_id}
  submission-draft.tsx      stand-alone editor page (header / sidebar /
                            preview / export button); served via
                            dist/submission-draft.html
  submission-draft.ts       client bundle — autosave (500ms debounce),
                            draft switcher, rename, delete, export with
                            blob download

Tab integration: existing /projects/{id}/#tab-submissions rows get
[Bearbeiten] alongside the existing [Generieren] one-click format-only
path — additive, no removal.

Slice A template: universal HL Patents Style .dotm (same path
t-paliad-230 uses). resolveSubmissionTemplate carries the
submission_code parameter so Slice B's TemplateRegistry wiring (per-
code .docx fallback chain) is a one-function swap.

Audit trail: paliad.system_audit_log row per export
(event_type='submission.exported') + paliad.project_events row
(event_type='submission_exported', timeline_kind='custom_milestone')
so the export surfaces on the project's Verlauf / SmartTimeline. No
paliad.documents write (Q-E2 inventor pick, head-ratified).

Tests: TestRender_* / TestPlaceholderRegex_* / TestRenderHTML_* +
TestLegalSourcePretty / TestOurSide* / TestPatentNumberUPC — all
green. go build / go vet / go test ./internal/... / bun run build all
clean.

Migration slot taken: 119.
2026-05-23 00:06:08 +02:00
mAi
cdd27d674e feat(paliadin): stream + honest late-recovery (t-paliad-235)
m's 14:56 observation: long Paliadin turns showed "Verbindung verloren —
Antwort wird nachgereicht …" but never delivered. The aichat backend
finished the turn upstream; paliad's HTTP client had given up at 130 s
and the legacy filesystem janitor never ran for the aichat path.

Three intertwined fixes, all shipped together because they share the
same wire shape and the same UI states:

1. Switch the aichat backend to /chat/turn/stream
   - new AichatPaliadinService.RunTurnStream relays incremental chunks
   - SSE parser handles default `data:` frames (chunk/meta/done/error)
     and named `event: heartbeat` frames per the upstream contract
   - no more 130 s hard ceiling — stream stays open as long as data or
     heartbeats flow; silenceTimeout (90 s) catches a true upstream
     stall instead

2. Proof-of-life thinking events
   - handler emits `event: thinking` every 5 s while the upstream is
     silent (synthesised locally) AND relays aichat's `heartbeat`
     events as thinking pings
   - frontend renders a lime-dot pulse + monospace counter inside the
     assistant bubble — the user can SEE the chat is still working

3. Honest disconnect copy + real late-recovery
   - new dispatching endpoint GET /api/paliadin/turns/{id}/recover
   - aichat backend: asks aichat via GET /chat/conversations and
     /chat/conversations/{id}/turns whether the turn actually finished
   - legacy backend: falls through to the local row read (janitor)
   - frontend swaps "wird nachgereicht" → "Lade frische Antwort …"
     while the recovery polls; on confirmed "lost" swaps to
     "Antwort konnte nicht zugestellt werden — bitte erneut stellen"
   - migration 118 adds aichat_conversation_id to paliadin_turns so
     the recovery has a fast path when the done frame arrived before
     the drop

Streaming + recovery are a no-op for PALIADIN_BACKEND=legacy: the
StreamingPaliadin interface is detected via type assertion, the
LocalPaliadinService stays on the one-shot RunTurn + filesystem
janitor path.

13 new unit tests cover the SSE parser, the conversation-API client,
and the match-assistant-response helper.

go build ./... + go test ./internal/... + go test ./cmd/server/...
+ bun run build all clean.
2026-05-22 15:17:24 +02:00
mAi
6b565be830 feat(dashboard): t-paliad-219 Slice C — catalog expansion + firm-wide admin default
Three additions on top of Slice B's edit-mode chrome.

**Catalog expansion (2 new widgets, default-hidden — opt-in via picker):**

- pinned-projects: surfaces a list of the user's pinned matters via the
  pre-existing PinService (mig 062/063, pre-dates t-paliad-219). New
  DashboardService.loadPinnedProjects joins paliad.user_pinned_projects
  to paliad.projects under the standard visibility predicate, preserves
  pinned-at-DESC order, capped at PinnedProjectsCap=20. PinnedProjects
  []PinnedProjectRef grows DashboardData; SetPinService wired
  post-construction to mirror the SetApprovalService pattern.

- quick-actions: pure UI affordance with three buttons linking to the
  existing /projects/new, /deadlines/new, /appointments/new routes. No
  backend payload, no settings schema.

Both default-hidden — m's brief asked for "high-value adds"; injecting
new widgets into every user's dashboard unannounced would be loud.
Factory test relaxed: visibility now matches catalog.DefaultVisible
instead of the previous "all-visible" invariant.

**Firm-wide admin default (mig 117 + new service + 4 endpoints):**

- paliad.firm_dashboard_default: single-row table (id smallint PK CHECK
  id=1) with layout_json + updated_by + updated_at. RLS: SELECT
  authenticated, no INSERT/UPDATE policy (writes go through the
  service-role connection behind the adminGate).
- FirmDashboardDefaultService Get/Set/Clear. Validates against the
  catalog on Set so an admin can't seed an invalid layout.
- DashboardLayoutService.SetFirmDefaultService wires in the firm
  source. Both GetOrSeed and ResetToDefault now prefer the firm
  default over the code-resident FactoryDefaultLayout when one is set.
  Nil-safe — empty firm row falls back to the factory layout, transient
  DB errors fall back too (a blip can't strand a user without a
  dashboard).
- HTTP: GET / PUT / DELETE /api/admin/firm-dashboard-default (admin-
  gated). POST /api/me/dashboard-layout/promote: admin convenience —
  reads the admin's own current layout and stashes it as the firm
  default (saves the JSON-editor step; admins edit via /dashboard's
  normal editor, then click Promote).

**Frontend (Slice B's edit-mode footer grew an admin button):**

- "Als Firmen-Standard speichern" button in the edit footer; hidden via
  CSS-inline until syncPromoteButtonVisibility unhides for
  global_admin. Confirm() → POST /promote → toast.
- The existing "Auf Standard zurücksetzen" copy stays the same — the
  semantics now "firm default if set, else factory", which is the
  desired surface: users see one canonical "Standard" link.

i18n: 13 new keys × DE+EN (dashboard.pinned.*, dashboard.quick.*,
dashboard.edit.promote*). i18n-keys.ts regenerated by build.

m/paliad#46.

go build ./... clean; go vet ./... clean
go test ./internal/... clean (Slice C catalog test + factory-default
   test relaxation; FirmDashboardDefault round-trip tests gated on
   TEST_DATABASE_URL)
Migration 117 dry-run: PASS (other dry-run failures are pre-existing
   local-DB collisions on origin/main; mig 117 itself clean)
bun run build clean: dashboard.html carries new section markup + admin
   button; dashboard.js bundles renderPinnedProjects + promote handler
   + all new i18n keys
2026-05-20 19:15:32 +02:00
mAi
fffddcc71a feat(checklists): t-paliad-225 Slice C backend — template versioning + catalog Version
m/paliad#61 Slice C backend.

Schema (mig 116, idempotent):
- ALTER paliad.checklists ADD COLUMN version int NOT NULL DEFAULT 1.
  Pre-Slice-C rows default to 1 (the column was added with DEFAULT
  so the UPDATE clause is a no-op safety net).
- ALTER paliad.checklist_instances ADD COLUMN template_version int.
  NULL on existing rows — instance detail page leaves the "outdated"
  badge off when the snapshot version is unknown.

Services:
- ChecklistTemplateService.Update — version bumps on title/body
  changes (the meaningful edits that warrant notifying instance
  owners). Pure metadata tweaks (description/court/reference/deadline)
  update updated_at without bumping. Emits the new 'checklist.versioned'
  audit event with prior_version + new_version metadata.
- ChecklistInstanceService.Create — captures snapshot_version
  alongside the body snapshot.
- ChecklistCatalogService — CatalogEntry grew a Version field
  (1 for static; live column for authored). ListVisible / Find
  populate it.
- Models — Checklist.Version int; ChecklistInstance.TemplateVersion *int.
- /api/checklists/{slug} response now includes version so the
  instance detail page can compare against the snapshot.

Migration verified live via BEGIN..ROLLBACK against paliad.checklists
and paliad.checklist_instances.

Build hygiene: go build/vet/test ./internal/... + TestBootSmoke
./cmd/server/ all green.
2026-05-20 15:50:21 +02:00
mAi
c3cd51eb85 feat(checklists): t-paliad-225 Slice B backend — explicit sharing + admin promotion
m/paliad#61 Slice B backend. Implements the explicit-share path
(checklist_shares + visibility predicate extension) and the
global_admin-only promotion / demotion of authored templates to and
from the firm catalog.

Schema (mig 115, idempotent):
- paliad.checklist_shares (uuid id, checklist_id FK, polymorphic
  recipient via xor-check: recipient_kind in {user, office,
  partner_unit, project} with exactly one matching recipient_* column
  populated; granted_by FK; granted_at)
- Hot-path lookup index + per-kind partial UNIQUE indexes prevent
  duplicate grants
- RLS: SELECT owner OR self-recipient (user-kind) OR global_admin;
  INSERT owner-only with granted_by=self; DELETE owner OR global_admin;
  no UPDATE (revoke = DELETE)
- can_see_checklist CREATE OR REPLACE — adds 4 share branches; project-
  share branch uses inline ltree walk over projects.path because
  can_see_project reads auth.uid() (NULL on service-role connection,
  same pattern as visibility.go)
- xor-check verified live: rejects kind='user' with recipient_office
  set; accepts the matching kind/recipient pair

Services:
- ChecklistShareService — Grant (owner-only, validates recipient kind +
  required FK target, friendly 409 on partial-unique-index conflict),
  Revoke (owner or global_admin), ListGrants (owner or global_admin;
  enriches recipient_label via LEFT JOINs)
- ChecklistPromotionService — Promote (global_admin → visibility=global
  + promoted_at/by + audit), Demote (global_admin → target visibility,
  default 'firm', clears promoted_at/by; rejects demote of non-global
  rows)
- ChecklistCatalogService.checklistVisibilityPredicate extended to
  include all 5 share branches; service-role-friendly (no auth.uid())
- ChecklistTemplateService.normaliseSliceAVisibility now accepts
  'shared' as an author-set value; 'global' stays admin-only

Endpoints:
- GET    /api/checklists/templates/{slug}/shares  — list grants (owner/admin)
- POST   /api/checklists/templates/{slug}/shares  — grant
- DELETE /api/checklists/shares/{id}              — revoke
- POST   /api/admin/checklists/{slug}/promote     — promote to global
- POST   /api/admin/checklists/{slug}/demote      — demote (body.target default 'firm')

Audit (paliad.system_audit_log):
- checklist.shared      — recipient_kind + recipient_id in metadata
- checklist.unshared    — same shape, captured pre-DELETE
- checklist.promoted_global — prior_visibility + owner_id
- checklist.demoted     — target_visibility

Tests: validateShareInput covers all 4 kinds (happy + missing-id);
predicate-shape test asserts all 6 visibility branches present;
pqUniqueViolation regex sniff; nullableString helper; SliceB visibility
opens 'shared' but keeps 'global' admin-only.

Hotfix-merge note: head shipped 794617c after Slice A — the
template-edit page route moved from /checklists/{slug}/edit to
/checklists/templates/{slug}/edit to disambiguate from
/checklists/instances/{id}. Slice B routes follow the safe
/<resource>/<noun>/{id} pattern (no new {slug}-then-verb endpoints).
2026-05-20 15:38:30 +02:00
mAi
a4e2f3526d feat(checklists): t-paliad-225 Slice A backend — user-authored templates
m/paliad#61 Slice A. Introduces paliad.checklists (mig 114) as the
DB-backed companion to the static Go catalog. ChecklistCatalogService
unifies both sources at read time; ChecklistTemplateService handles
authoring CRUD + visibility toggle (private↔firm; Slice B opens
'shared' and 'global').

Schema (mig 114, idempotent):
- paliad.checklists (uuid, slug UNIQUE, owner_id FK, title/description
  /regime/court/reference/deadline/lang, body jsonb, visibility CHECK
  ('private','shared','firm','global'), promoted_at/_by, timestamps)
- paliad.can_see_checklist(uuid, uuid) STABLE SECURITY DEFINER —
  owner OR firm/global. Slice B extends with the explicit-share branch.
- RLS: select via can_see_checklist; insert owner=self; update/delete
  owner OR global_admin
- ALTER paliad.checklist_instances ADD COLUMN template_snapshot jsonb
  (snapshot semantics so per-Akte instances stay decoupled from
  subsequent template edits)

Services:
- ChecklistCatalogService — ListVisible, Find, SnapshotBody, IsStaticSlug.
  Reapplies visibility application-side (service-role bypasses RLS, per
  visibility.go pattern). Static-slug map computed once at boot for
  collision detection.
- ChecklistTemplateService — Create (auto-generates u-<slug>-<hex> with
  retry), Update (changed_fields[] in audit), SetVisibility, Delete,
  ListOwnedBy, GetBySlug. Owner-or-global_admin gate.
- SystemAuditLogService.WriteChecklistEvent — thin helper writing into
  paliad.system_audit_log with scope='org'.
- ChecklistInstanceService.Create now captures template_snapshot via
  the catalog; GetByID returns it inline so the frontend can render
  the captured body even after the upstream template is mutated.

Endpoints (all owner-gated where mutating):
- GET    /api/checklists                 — merged catalog (static + DB visible)
- GET    /api/checklists/{slug}          — single template; static-first lookup
- GET    /api/checklists/templates/mine  — caller's authored templates
- POST   /api/checklists/templates       — create
- PATCH  /api/checklists/templates/{slug}            — edit
- PATCH  /api/checklists/templates/{slug}/visibility — private↔firm
- DELETE /api/checklists/templates/{slug}            — delete
- GET    /checklists/new, /checklists/{slug}/edit    — author wizard pages

Tests: pure-helper unit tests cover slugifyTitle (umlaut → ae/oe/ue/ss
normalisation + clamp), regime/lang/visibility validation, body-shape
enforcement, static-slug detection, predicate shape, clamp.
2026-05-20 15:24:06 +02:00
mAi
ea0715a8c7 feat(projects): t-paliad-222 — Client Role + auto-derived project codes
Implements m/paliad#47 (Client Role rework) + m/paliad#50 (auto-derived
project codes from the ancestor tree) in one shift.

Migrations:
- mig 112_client_role_rework: widen paliad.projects.our_side CHECK to
  seven sub-roles (claimant / defendant / applicant / appellant /
  respondent / third_party / other); drop legacy 'court' / 'both'
  and backfill rows to NULL (no-op on prod, defensive on staging).
- mig 113_projects_opponent_code: add paliad.projects.opponent_code
  text on litigation rows (slug pattern [A-Z0-9-]{1,16}); used as
  the middle segment when assembling auto-derived project codes.

Backend:
- internal/services/project_code.go — new package-level helpers
  BuildProjectCode (single row) + PopulateProjectCodes (bulk, one
  CTE-based round-trip). Walks the existing paliad.projects.path
  ltree; custom paliad.projects.reference on the target wins.
- Wired into ProjectService.List, GetByID, ListAncestors, GetTree,
  LoadCounterclaimChildrenVisible, BuildTreeWithOptions — every
  service entry-point that returns []models.Project / *models.Project
  populates .Code before returning.
- Models: Project.OurSide doc widened; new Project.OpponentCode
  (db:"opponent_code") and Project.Code (db:"-", projection-only).
- CreateProjectInput / UpdateProjectInput accept OpponentCode;
  validateOpponentCode + nullableOpponentCode mirror our_side helpers.
- validateOurSide widens to the seven sub-roles; legacy 'court' /
  'both' rejected at the service layer with a clear error before
  the DB CHECK fires.
- derivedCounterclaimOurSide CCR flip widened: applicant ↔ respondent,
  appellant → respondent; third_party / other / NULL pass through.
- submission_vars: project.code added to the placeholder bag.
  ourSideDE / ourSideEN now use the gender-neutral "-Seite" /
  "-Partei" suffix shape (Klägerseite / Antragstellerseite / ...);
  better legal-prose default for a B2B patent practice, matches the
  form labels which already used this shape (cf. head's soft-note on
  Q4).

Frontend:
- ProjectFormFields: opponent_code on a new projekt-fields-litigation
  block (hidden by default, shown when type=litigation); our_side
  moved into projekt-fields-case and re-labelled "Client Role" /
  "Mandantenrolle" with three <optgroup>s + seven options.
- project-form.ts: showFieldsForType toggles the new litigation
  block; readPayload / prefillForm wire opponent_code; our_side
  is now only emitted for type=case.
- fristenrechner: ourSideToPerspective widened to the seven sub-roles
  (Active→claimant, Reactive→defendant, Other→null). ProjectOption
  type literal updated.
- i18n.ts: new projects.field.client_role.* and
  projects.field.opponent_code.* keys (DE+EN). Legacy
  projects.field.our_side.* keys stay one release for cached
  bundles + Verlauf event-history rendering of the new sub-roles.

Tests:
- TestProjectCodeSegment, TestAssembleProjectCode, TestPatentLast3,
  TestSanitizeClientShort, TestProceedingTail, TestValidateOpponentCode,
  TestValidateOurSideSubRoles pin the new pure helpers.
- TestOurSideTranslations widened to the seven sub-roles + new
  prose shape; 'court'/'both' arms now return "" (legacy rejected).
- TestDerivedCounterclaimOurSide widened to the new flip map.

Migration slot history (this branch was rebumped twice on 2026-05-20):
mig 110 was claimed by m/paliad#51 (project_type_other, euler);
mig 111 was claimed by m/paliad#48 (project_admin_and_select, gauss).
Final slots 112 / 113.

go build && go test ./internal/... && cd frontend && bun run build
all clean.
2026-05-20 14:55:55 +02:00
mAi
3fdc969902 wip(projects): bump migrations 110→111, 111→112 (euler claimed 110) 2026-05-20 14:55:55 +02:00
mAi
5dea0a703b wip(projects): t-paliad-222 — backend + frontend changes (pre-merge checkpoint)
Backend: mig 110/111 (will be renumbered after merging main),
validators + helpers widened, BuildProjectCode helper + projection
populator wired into List/GetByID/ListAncestors/GetTree/CCR. All
internal Go tests pass.

Frontend: ProjectFormFields conditional render — opponent_code on
litigation, our_side renamed to Client Role on case with grouped
optgroups. i18n keys for both DE and EN. fristenrechner perspective
mapping widened. project-form.ts payload reader/writer + showFieldsForType
toggle for new litigation block.

Migration slots about to be bumped (mig 110 was claimed by euler's
project_type_other on main).
2026-05-20 14:55:55 +02:00
mAi
2ed0ef3177 feat(team-admin): t-paliad-223 Slice A — Project Admin role + inheritable role-edit gate
#48 — adds 'admin' as fifth project_teams.responsibility value, plumbs an
inheritable role-edit gate via the materialised ltree path.

- migration 110: ALTER responsibility CHECK, CREATE paliad.effective_project_admin(uuid,uuid) STABLE SECURITY DEFINER (mirrors can_see_project shape), REPLACE project_teams_update / _insert / _delete RLS policies. Idempotent + down-mig provided. Dry-run BEGIN..ROLLBACK clean on live supabase.
- services/approval_levels.go: ResponsibilityAdmin const + IsValidResponsibility extension. responsibilityOpensGate UNCHANGED — admin is orthogonal to the 4-Augen approval gate.
- services/team_service.go: ChangeResponsibility() with last-admin guard inside tx (counts admins on project + ancestor chain, excludes the row being changed). RemoveMember() also runs the guard when removing an admin row. New IsEffectiveProjectAdmin() driving the frontend affordance. legacyRoleFromResponsibility: admin → 'lead' (deprecated shadow column).
- services/project_service.go: ErrLastProjectAdmin sentinel mapped to 409 in writeServiceError.
- handlers/teams.go: new PATCH /api/projects/{id}/team/{user_id}. RLS-enforced; non-admins get 404 to avoid existence leakage.
- handlers/projects.go: GET /api/projects/{id} now wraps the payload with effective_admin bool so the frontend drives the inline-select affordance without a second round-trip.
- frontend/src/projects-detail.tsx + client/projects-detail.ts: admin appears as 5th option in 'Mitglied hinzufügen' dropdown. Team-list Rolle cell switches to an inline <select> for callers with effective_admin (read-only span otherwise). Optimistic PATCH with rollback on error (last-admin guard / 403 from RLS / etc.) surfaced as transient toast in #team-msg.
- i18n: +6 keys (admin label + admin.hint + 3 error toasts × 2 langs).
- tests: TestIsValidResponsibility now covers admin; new TestLegacyRoleFromResponsibility pins the mapping table.

go build && go test -short ./internal/... && bun run build all clean.
2026-05-20 14:46:36 +02:00
mAi
dc5f11ddef feat(projects): add 'other' as a real type; drop synthetic Empty filter
m/paliad#51 (t-paliad-221) — the type chip filter on /projects used to
treat unclassified projects as a synthetic "Empty" bucket. Make 'other'
a first-class projects.type value so every row carries a meaningful
label and the filter UI stops needing a NULL/Empty shim.

- mig 110: extend projects.type CHECK to include 'other'; backfill any
  NULL rows defensively (production query confirmed zero, but the
  NOT NULL constraint isn't load-bearing once the IN-list changes).
- Go: add ProjectTypeOther constant; isValidProjectType + humanProjectType
  recognise it; handler doc lists 'other' in the ?type whitelist.
- Frontend: new chip in the projects.tsx type filter, new option in the
  Create-Project form, DE "Sonstiges" / EN "Other" labels for the
  projects.type and projects.chip.type i18n families.

Also drops a stray data-i18n-text attribute on the existing 'project'
chip checkbox (it had no consumer in i18n.ts and the surrounding markup
was nesting a <span> inside an <input>).
2026-05-20 14:43:42 +02:00
mAi
a421bff856 feat(dashboard): t-paliad-219 Slice A1 — user_dashboard_layouts storage + service
Migration 109 + DashboardLayoutSpec + Service + WidgetCatalog. No HTTP
handlers and no frontend yet — those land in A2/A3/A4 as separate commits
for cleaner review.

Why slot 109 (not 107 from the design doc): leibniz claimed 107 for
caldav_sync_log.binding_id and 108 for caldav_mkcalendar_capability after
the design was filed. Boltzmann's gap-tolerant runner (c85c382) lets any
embedded migration apply regardless of authoring order.

What ships:

- paliad.user_dashboard_layouts table: single-row PK on user_id (Q2 pick
  was single layout per user — no named-layout switcher). RLS owner-only,
  mirrors user_card_layouts / user_views patterns.
- DashboardLayoutSpec: { v: 1, widgets: [{ key, visible, settings? }] }.
  Validation is strict on write (catalog membership + per-widget settings
  schema, duplicate-key check, 32-widget cap, version pin). SanitizeForRead
  is forgiving — unknown keys dropped silently per design §10 versioning
  rule.
- DashboardLayoutService: GetOrSeed (auto-seeds factory default on first
  call, idempotent under concurrent first-load via ON CONFLICT DO NOTHING),
  Update (validates + upserts), ResetToDefault.
- WidgetCatalog: 7 v1 widget defs (deadline-summary, matter-summary,
  upcoming-deadlines, upcoming-appointments, inline-agenda, recent-activity,
  inbox-approvals). Per-widget WidgetSettingsSchema with CountOptions +
  HorizonOptions per design §18 Note B. pinned-projects const reserved
  but omitted from KnownWidgetKeys until Slice C lands its widget module.
- 18 pure-function tests pin: factory layout shape, validation failures
  (wrong version / over cap / unknown key / duplicate / bad settings),
  sanitize-on-read (drop unknown / noop on clean / bump version), JSON
  round-trip, catalog completeness, nil-schema behaviour.
- 4 live-DB tests (skipped without TEST_DATABASE_URL): GetOrSeed
  auto-seeds + idempotent, Update round-trips, Update rejects invalid,
  ResetToDefault overwrites.

Migration SQL dry-run live in BEGIN..ROLLBACK against supabase — clean.
go build + go test ./internal/services/ -short both clean.

Slice C0 (pin-machinery) from the design doc is OBSOLETE — paliad
.user_pinned_projects + PinService already exist (pre-dates t-paliad-219).
Slice C in the original plan becomes a single PR adding the
pinned-projects widget module that reads from the existing service.

Design: docs/design-dashboard-configurable-2026-05-20.md §5 + §18.
2026-05-20 13:55:56 +02:00
mAi
fbd087e0cd feat(caldav): Slice 2c MKCALENDAR + Google-degrade (t-paliad-212)
Final Slice 2 sub-slice: users on iCloud / Fastmail / Nextcloud /
Radicale / Baikal / SOGo can now create a brand-new calendar from the
Paliad UI with one click; users on Google CalDAV (and any future
no-MKCALENDAR provider) get a clean degrade UX that nudges them to
create the calendar in their provider's app and paste the URL back.
Per m's Q2 pick, the capability lives on user_caldav_config so the
probe runs once per server change, not per modal open.

Schema (mig 108)
- paliad.user_caldav_config.supports_mkcalendar boolean — NULL =
  unprobed, TRUE = supported, FALSE = degrade.
- paliad.user_caldav_config.mkcalendar_probed_at timestamptz — used
  by the next round of probes after SaveConfig invalidates.
- Idempotent (information_schema column-exists checks) + assertion.

CalDAV client
- ProbeMKCalendar: OPTIONS Allow header first; on absence of
  MKCALENDAR, falls back to a synthetic MKCALENDAR against a
  random .paliad-probe-XX/ path (with DELETE cleanup) to catch
  legacy SOGo / misconfigured Radicale (design §4.2).
- MakeCalendar: issues MKCALENDAR with displayname + VEVENT-only
  supported-components; returns ErrCalendarNameTaken on 405 so
  the service layer can retry with a disambiguating suffix.
- Sentinel errors ErrCalendarNameTaken, ErrMKCalendarUnsupported.

Service
- CalDAVService.ensureMKCalendarProbed: lazy probe on first
  /api/caldav-discover call after credential change; result persisted
  via UPDATE on user_caldav_config. DiscoverCalendars response now
  carries supports_mkcalendar so the UI can show / hide the create-new
  radio.
- CalDAVService.MakeCalendar: re-probes if needed, issues MKCALENDAR
  via the client (with 3-try -XX-suffix retry on name collision),
  creates the matching binding, kicks off PushBindingNow. Returns
  the partial result on push failure so the UI can show "created but
  initial sync failed".
- InvalidateDiscoveryCache now also clears supports_mkcalendar so a
  re-configured server gets re-probed on next open.

HTTP API
- POST /api/caldav-mkcalendar — {display_name, scope_kind, scope_id?,
  include_personal?} → 201 {calendar_path, binding, initial_pushed}.
  Errors: 501 supports_mkcalendar=false, 409 name conflict, 5xx
  upstream. Partial-success (binding created, push failed) carries
  initial_sync_error in the body so the UI can surface both bits.

Frontend
- Add-modal source picker becomes a 3-way radio: "Existierenden
  wählen" / "Neuen Kalender erstellen" / "Eigene URL eingeben".
  Create radio is visible only when supports_mkcalendar=true;
  when false, the bilingual Google-degrade notice is shown
  beneath the source picker.
- Submit dispatches to /api/caldav-mkcalendar (create) or
  /api/caldav-bindings (existing / custom).
- 6 new i18n keys DE+EN under caldav.bindings.modal.source.*
  + caldav.bindings.error.create_*.

Verification
- mig 108 dry-run against live Supabase: both columns added, nullable,
  no constraint surprise.
- go build ./... + go test ./internal/services/ ./internal/handlers/ +
  bun run build all clean.

Slice 2 complete (2a + 2b + 2c). Slice 3 (hierarchy scopes:
client/litigation/patent/case) and Slice 4 (drop legacy scalar
caldav_uid/caldav_etag) remain.
2026-05-20 13:26:23 +02:00
mAi
694c7a53ad feat(caldav): Slice 2a backend cut-over — bindings-driven sync (t-paliad-212)
Cuts the CalDAVService sync engine over from the Phase F scalar
calendar_path to the binding-row model introduced in Slice 1
(mig 101). Invisible-but-shippable: existing Phase F users keep
their backfilled all_visible binding, new users hitting the legacy
PUT /api/caldav-config get an auto-created all_visible binding so
the "configure → it just works" UX survives. Slice 2b adds the
picker UI and write APIs on top.

Schema (mig 107)
- paliad.caldav_sync_log.binding_id (nullable, FK ON DELETE SET NULL
  so audit history survives binding deletes).
- Per-binding index for the read path.
- Idempotent (column-exists DO block) + assertion.

Services
- CalendarBindingService: ListForUser, ListEnabled, ListAllEnabled,
  Get, Create, Update, Delete, SetSyncStatus. Mirrors the table
  CHECK constraints client-side so the API returns useful 400s.
- AppointmentTargetService: UpsertAfterPush, FindByUIDAndBinding,
  ListForBinding, DeleteByAppointmentAndBinding, StaleForBinding.
  Replaces SetCalDAVMeta as the authoritative source of per-target
  state; legacy scalar columns still written for back-compat.
- AppointmentService.ForBinding: scope filter implementing
  all_visible, personal_only, project. Hierarchy scopes
  (client/litigation/patent/case) return ErrUnsupportedScope —
  Slice 3 wires them via the existing path-based descendant
  predicate.

Sync engine rewrite
- CalDAVService.Start iterates ListAllEnabled to discover users
  with at least one enabled binding.
- runSyncOnce loops bindings, writes one caldav_sync_log row per
  (user, binding) tick, rolls the worst-case error up onto
  user_caldav_config.last_sync_error so /api/caldav-config still
  shows aggregate status.
- pushBinding pushes the ForBinding() slice + cleans up
  stale-target rows (project unshared, scope PATCHed).
- pullBinding swaps the N×GET pattern for REPORT calendar-multiget
  (RFC 4791 §7.9; chunked at 100 hrefs to stay inside provider rate
  limits) and reconciles via per-target etag comparison.
- Hooks (OnAppointmentCreated/Updated/Deleted) fan out across the
  user's matching bindings using appointmentInBinding() — best
  effort per binding, same 30s timeout as Phase F.
- SaveConfig auto-creates an all_visible binding on first-time
  configure so Phase F "configure → events appear" survives the
  cut-over.

CalDAV client
- New ReportMultiget verb implementing RFC 4791 §7.9
  calendar-multiget. Chunked at multigetMaxHrefs=100 to fit Google
  Calendar's per-request cap.

HTTP API
- GET /api/caldav-bindings — read-only list of the authenticated
  user's bindings. Slice 2b adds POST/PATCH/DELETE.

Verification
- BEGIN..ROLLBACK against live Supabase (PG 15.8): mig 107 applies
  cleanly + the synthetic two-binding scenario lands the project
  appointment in both bindings while keeping the personal one in
  master only; cascade on appointment-delete drops targets; cascade
  on binding-delete drops targets AND sets sync_log.binding_id NULL.
- go build ./..., go test ./internal/..., bun run build all clean.

Backwards-compat
- paliad.appointments.caldav_uid / caldav_etag still written in
  pushBinding so legacy readers see fresh values. Slice 4 drops
  them after telemetry confirms no path still reads them.
2026-05-20 13:05:27 +02:00
mAi
7a359989a9 feat(db): t-paliad-218 — gap-tolerant migration runner with applied-set tracker
Replaces the golang-migrate single-counter tracker with a hand-rolled
runner over embed.FS that tracks applied state as a set in
paliad.applied_migrations (version PK, name, applied_at, checksum).

Closes the parallel-merge skip-hole the 2026-05-20 mig-103 incident
exposed (m/paliad#44): a migration whose version is missing from
applied_migrations runs on the next deploy regardless of which higher
versions are already applied. Gaps are first-class.

Slice 1 of the design at docs/design-migration-runner-applied-set-2026-05-20.md.
All eight design decisions m-picked = inventor recommendation.

Runner contract:
- Ensure paliad schema → pg_advisory_lock(hash('paliad.applied_migrations'))
  → CREATE TABLE IF NOT EXISTS applied_migrations.
- bootstrapFromLegacyTracker: if applied_migrations is empty and the legacy
  paliad.paliad_schema_migrations row is present and clean, INSERT rows
  1..N for every on-disk version with checksum=NULL via ON CONFLICT DO
  NOTHING. Hard-fail if legacy tracker is dirty (operator must recover).
- scanEmbeddedMigrations: hard-fail on two .up.sql files sharing a version
  prefix — the failure mode the post-mortem exposed.
- checkNameAgreement: hard-fail on rename-after-apply mismatch (disk name
  for an already-applied version != DB name).
- applyOne: SQL body + INSERT(version, name, now(), sha256(file_bytes))
  in one transaction. All-or-nothing per migration.

Checksums populated on apply for future drift detection; rows backfilled
from the legacy tracker carry NULL (we can't fabricate a hash for what
golang-migrate applied historically). Verify-on-deploy intentionally
deferred to a focused follow-up — single if-block flip when m wants it.

Up-only runner. .down.sql files stay in embed.FS as reference; manual
roll-back path is psql + DELETE FROM paliad.applied_migrations WHERE
version=N. Zero call sites for migrate.Down in the codebase today.

Drops github.com/golang-migrate/migrate/v4 from go.mod (no other
importers; verified via grep).

Tests:
- internal/db/migrate_test.go: TestMigrations_DryRun walks pending =
  on_disk \\ applied (read from paliad.applied_migrations, missing-table
  → empty set), runs each in BEGIN/ROLLBACK against the scratch DB.
- cmd/server/main_smoke_test.go: TestBootSmoke asserts the applied set
  equals the on-disk set exactly (not just max-version-match) — catches
  the skip class the post-mortem documented. Dirty-flag check removed
  (rows are committed or absent, not 'dirty').
- All 45 service-test call sites of db.ApplyMigrations work unchanged
  (same signature, same fresh-DB behavior).

Follow-up: mig 108_drop_legacy_trackers (DROP paliad.paliad_schema_migrations
and public.paliad_schema_migrations) after one or two deploys of burn-in
on this slice.
2026-05-20 12:59:16 +02:00
mAi
6401a8198d feat(offices): add Madrid as a firm office (mig 106)
m's ask 2026-05-20 09:42. Eighth HLC office alongside Munich,
Düsseldorf, Hamburg, Amsterdam, London, Paris, Milan.

- `internal/offices/offices.go` — append Madrid to All[] (display
  order: end of list, after Milan). Doc comment refreshed to point at
  the actual current CHECK constraints (users mig 002 + partner_units
  mig 018/024/027), not the obsolete akten reference from before
  projects-v2.
- `internal/offices/offices_test.go` — add `madrid` to the valid-keys
  table.
- mig 106 — extend the two CHECK constraints on users.office and
  partner_units.office. Idempotent (DROP IF EXISTS), audit_reason
  set_config at top, dry-run validated against the live youpc paliad
  schema (BEGIN; ALTER...; ROLLBACK).

Frontend picks up Madrid automatically via GET /api/offices.

Admin UI for managing firm office list is a separate longer-term
issue — m's "for now, just add Madrid already" path.
2026-05-20 09:52:28 +02:00
mAi
d8acbd613c feat(approvals): t-paliad-216 mig 103 — suggest-changes schema
Adds the schema scaffolding for the fourth approval action (alongside
Approve / Reject / Revoke):

  1. Extends approval_requests.status CHECK to include 'changes_requested'.
  2. Adds counter_payload jsonb — the approver's edited values on a
     changes_requested row (the basis of the new row's payload).
  3. Adds previous_request_id uuid FK — back-pointer from a SuggestChanges-
     spawned row to its source. Partial index on the FK supports chain
     traversal.

Non-blocking: extending a CHECK constraint is metadata-only on Postgres;
adding NULLable columns + a NULLable FK is metadata-only. Safe for live
deploy.

Dry-run validated against the live youpc paliad schema via BEGIN/ROLLBACK
(migration tracker at 102 pre-apply; schema unchanged post-rollback).
2026-05-20 09:50:07 +02:00
mAi
d127c768f7 feat(t-paliad-207): mig 105 — track-aware sequence reshuffle for upc.inf.cfi (infringement → revocation → amendment)
m's ask 2026-05-18 18:08: 'the infringement parts (like Replik) should
show above the part for the revocation (Erwiderung Nichtigkeitswider-
klage)'. Three tracks (infringement / revocation / amendment) coexist
on upc.inf.cfi once with_ccr / with_amend are set. They share tied
calendar dates because R.29/R.30/R.32 all key off the SoD or its
descendants. Current sequence_orders (post-mig 100) interleave them
arbitrarily; user sees Erwiderung-zur-CCR before Replik even though
Replik is the infringement-side response to the same triggering event.

**Re-sequencing** keeps the existing soc=0, prelim=5, sod=10 head and
the interim=40 / oral=50 / decision=60 / cost_app=70 / appeal_spawn=80
tail untouched. The 10 reshuffled rules move into a track-aware
arrangement:

  10-19 infringement: sod=10, reply=12, rejoin=14
  20-29 revocation:   ccr=20, def_to_ccr=22, reply_def_ccr=24, rejoin_reply_ccr=26
  30-39 amendment:    app_to_amend=30, def_to_amend=32, reply_def_amd=34, rejoin_amd=36

Tied-date ordering after the reshuffle:
  D+3mo: sod(10), ccr(20)                            — SoD then its CCR
  D+5mo: reply(12), def_to_ccr(22), app_to_amend(30) — inf → rev → amd
  D+7mo: reply_def_ccr(24), def_to_amend(32)         — rev → amd
  D+8mo: rejoin_reply_ccr(26), reply_def_amd(34)     — rev → amd

**Two-phase swap** — every reshuffled rule first parks at sequence
1000+number, then jumps to its final value. Prevents transient
sequence-collisions if Postgres evaluates UPDATEs in parallel within
the same statement. Each UPDATE is keyed by submission_code AND the
SOURCE sequence_order, so re-apply is a no-op.

audit_reason set_config at top per mig 099 hotfix pattern.

Renumbered from mig 102 → mig 105 to avoid collision with archimedes
system_audit_log mig 102 (merged between fermi's parked session and
now); follows mig 104 (Einspruch name + CCR priority).
2026-05-20 09:47:14 +02:00
mAi
dab06e068f fix(t-paliad-207): mig 104 — strip rule cite from Einspruch names + flip CCR priority informational→optional
Two corrections to mig 100's merged-state:

1. **CCR priority informational → optional**. m's correction
   2026-05-18 18:01. The fermi amend (e8d658a) flipping this didn't
   land — paliadin merged the pre-amend c10f8cf. The Nichtigkeits-
   widerklage is a substantive defensive choice, rendered unchecked
   in the save modal so user opts in if they want to track it.

2. **Strip rule-cite brackets from Einspruch names**. m's
   correction 2026-05-18 18:08. Every other rule name in the corpus
   carries the act-name without a parenthetical rule cite — the two
   Einspruch rules were outliers:
     upc.inf.cfi.prelim  'Einspruch (R. 19 VerfO)'             → 'Einspruch'
     upc.rev.cfi.prelim  'Einspruch (R. 19 i.V.m. R. 46 VerfO)' → 'Einspruch'
   plus EN equivalents. The legal_source / rule_code columns already
   carry the citation in the meta line, so the name stays clean.

Idempotent: priority UPDATE guarded on 'informational'; name UPDATEs
guarded on the current parenthetical-bearing values. audit_reason
set_config at top per mig 099 hotfix pattern.

Renumbered from mig 101 → mig 104 to avoid collision with leibniz
CalDAV mig 101 + archimedes system_audit_log mig 102 (both merged
between fermi's parked session and now); mig 103 reserved for hertz.
2026-05-20 09:47:14 +02:00
mAi
28c7215458 feat(export): t-paliad-214 Slice 1 backend — personal sync export endpoint + xlsx/json/csv writer
Adds GET /api/me/export streaming a deterministic .zip bundle of the
caller's RLS-visible projection (per design §2.3): projects, deadlines,
appointments, parties, notes, documents (metadata), audit events,
approval requests, checklist instances + personal sidecars (me row,
caldav config without ciphertext, views, pins, card layouts, paliadin
turns) + reference data (proceeding_types, event_types, deadline_rules,
courts, countries, holidays …) + restricted users_referenced sheet.

Bundle shape: paliad-export.xlsx + paliad-export.json + per-sheet
CSVs (UTF-8 BOM, RFC 4180) + README.txt + __meta.json. Outer zip is
byte-deterministic — sorted file list, fixed Modified time on every
entry, sorted JSON keys. Two runs at same row-state → identical bytes.

ExportService.WritePersonal owns the SQL recipe + column discovery
+ PII deny-regex (?i)secret|token|password|api[_-]?key|private[_-]?key
+ per-sheet DropColumns belt-and-braces (e.g. user_caldav_config
.password_encrypted explicitly dropped on top of the regex). Audit row
written to paliad.system_audit_log before the run, patched with
row_counts + file_size_bytes after.

Migration 102 creates paliad.system_audit_log (generic event_type +
actor_id/email + scope + scope_root + metadata jsonb). Idempotent
CREATE TABLE IF NOT EXISTS + indexes; RLS enabled with self-read +
admin-read policies. AuditService.ListEntries gains a 6th UNION branch
so the new table surfaces on /admin/audit-log.

excelize/v2 added to go.mod for xlsx generation.

Pure-function tests pin formatCellValue value-coercion, PII regex,
CSV quoting + BOM + umlaut survival, JSON shape, meta key order
stability, filename slugify, and byte-determinism of the bundle
assembly.

Design: docs/design-paliad-data-export-2026-05-19.md §7 Slice 1.
2026-05-19 12:51:52 +02:00
mAi
8a43aed100 feat(caldav): mig 101 — multi-calendar binding schema + backfill (t-paliad-212 Slice 1)
Schema-only landing for Slice 1 of the CalDAV multi-calendar design
(docs/design-caldav-multi-calendar-2026-05-19.md). Sync engine NOT
touched — Slice 2 wires the per-binding fan-out. After this migration:

- paliad.user_calendar_bindings — N bindings per user with scope_kind
  ∈ {all_visible, personal_only, project, client, litigation, patent,
  case}. Hierarchy scopes anchor scope_id at paliad.projects(id).
  Partial unique indexes enforce one binding per (user, scope_kind,
  scope_id) for hierarchical scopes and one per (user, scope_kind)
  for the scope-less roots. RLS mirrors user_caldav_config.
- paliad.appointment_caldav_targets — per-(appointment, binding) join
  carrying caldav_uid + caldav_etag. UID stays canonical per
  appointment so the same event in N cals shares one UID.
- Backfill — one all_visible binding per existing user_caldav_config
  row, one target row per appointment already pushed. Maps target to
  the creator's binding, matching today's Phase F semantics where the
  creator's goroutine owns the etag.

Legacy paliad.appointments.caldav_uid / caldav_etag columns are
untouched (kept as denormalised pointers through Slice 1+2; dropped
in Slice 4 after telemetry).

Dry-run verified against live Supabase (PG 15.8): synthetic config +
appointment backfill creates exactly 1 binding + 1 target; re-run is a
no-op; all CHECK + unique-index constraints enforce as designed; final
assertions pass with 0 missing rows.

Prod impact at landing: 0 rows in user_caldav_config and 0 appointments
with caldav_uid — backfill is a true no-op. Slice 1 ships invisible.
2026-05-19 12:44:27 +02:00
mAi
586ba29b86 feat(test): migration dry-run gate + boot smoke (Slice 1)
Slice 1 of docs/design-paliad-test-strategy-2026-05-19.md — the test
infrastructure that would have caught mig 098 (digit-regex) and mig 099
(missing audit_reason) before the deploy hit prod.

Three new files + one route addition:

- Makefile: `make verify-migrations` (alias `verify-mig`) runs the
  per-migration dry-run + boot smoke against TEST_DATABASE_URL. Fails
  fast with a clear error if TEST_DATABASE_URL is unset so CI can't
  silently pass a missing env var. `make test` and `make test-go`
  cover the rest of the short / full Go suites.

- internal/db/migrate_test.go (TestMigrations_DryRun): walks every
  pending *.up.sql in numeric order, applies each inside its own
  BEGIN..ROLLBACK transaction, fails on the first SQL error with the
  file name + Postgres error. "Pending" = greater than the scratch
  DB's current tracker version, so fresh-DB CI runs verify everything
  while developer scratch DBs only re-verify the new pending migration.
  Always non-destructive — the rollback runs even on success.

- cmd/server/main_smoke_test.go (TestBootSmoke): boots the apply path
  end-to-end, asserts (a) db.ApplyMigrations returns nil, (b) the
  tracker advanced to the highest *.up.sql version on disk with
  dirty=false, (c) GET /healthz on the registered mux returns 200.
  The dry-run catches per-migration syntax errors; this catches the
  apply+bind path the container actually runs.

- internal/handlers/handlers.go: adds a GET /healthz public route — a
  no-auth, no-DB liveness probe. Used by the boot smoke; also safe
  for any future orchestrator or uptime check.

Both live-DB tests gate on TEST_DATABASE_URL and skip cleanly without
it, matching the rest of paliad's live-DB test pattern.

Verification: go build ./... clean, go vet ./... clean,
go test -short ./internal/... ./cmd/... clean (all packages pass,
live-DB tests skip), bun run build clean (2436 i18n keys unchanged).

Per CLAUDE.md inventor → coder gate, NOT self-merged.
2026-05-19 12:41:15 +02:00
mAi
c10f8cff70 feat(t-paliad-207): mig 100 — make CCR filing visible in calc output when with_ccr is set
m's observation 2026-05-18 (interactive session): toggling "Mit Nichtig-
keitswiderklage" surfaces the response rules (def_to_ccr, reply, rejoin,
…) but the triggering event itself — the act of filing the CCR — is
invisible. Per R.25 VerfO the CCR is filed AS PART OF the Statement of
Defence with the same 3-month deadline, so the corpus author (mig 028)
skipped it. UX problem: users see consequences without the cause.

**New rule** `upc.inf.cfi.ccr`:
- parent: `upc.inf.cfi.soc` (root anchor, same as SoD)
- duration: 3 months (same as SoD — no separate deadline)
- party: defendant
- legal_source: `UPC.RoP.25.1`
- condition_expr: `{"flag":"with_ccr"}`
- priority: **`informational`** — renders as a notice card, no save
  action, no duplicate write into paliad.deadlines (the SoD's row
  already covers the calendar date).

**Sequence reshuffle** — inserting at sequence_order=11 pushes
def_to_ccr 11→12 and app_to_amend 12→13 so the timeline reads
SoD → CCR → def_to_ccr → app_to_amend (cause before effect).

**Idempotency** — INSERT uses NOT EXISTS keyed on
(proceeding_type_id, submission_code, lifecycle_state='published');
UPDATEs are guarded by the source sequence_order so re-apply is a
no-op. audit_reason set via set_config('paliad.audit_reason', ...,
true) at the top per the mig 099 hotfix pattern.

Migration counter re-checked against origin/main + ls
internal/db/migrations/ | tail before picking 100 — per the friction
note from msg 2016.

Build hygiene: go build/vet clean; bun run build clean (no i18n
changes). Down.sql restores both sequence values + DELETEs the new
row. Branch: mai/fermi/interactive-session.
2026-05-18 17:46:08 +02:00
mAi
283c9e8f67 fix(mig 099): add missing audit_reason wrapper
Mig 099 (drop_with_po_flag) crash-looped paliad.de prod immediately
after deploy: the mig 079 trigger on paliad.deadline_rules raises
EXCEPTION 'audit reason required' on UPDATE when paliad.audit_reason
is unset. Original file (fermi, t-paliad-207) only had the UPDATE,
no set_config wrapper.

Patch: prepend the standard 'SELECT set_config(paliad.audit_reason,
...)' at the top so the trigger sees the reason. Same shape as every
other migration that mutates deadline_rules.

Manual recovery already applied via head MCP — UPDATE'd the 2 rows
with audit_reason set, marked tracker version=99 dirty=false,
force-restarted the container which booted clean. This commit aligns
the in-repo file with the recovered prod state. Idempotent: the
WHERE clause matches only rows that still carry with_po, so re-apply
is a no-op.
2026-05-18 17:33:01 +02:00
mAi
8bf1626997 fix(mig): renumber drop_with_po_flag 098 → 099 (number collision with submission_codes_prefix_and_rename) 2026-05-18 17:29:21 +02:00
mAi
7f49851abf fix(t-paliad-207): drop with_po flag — R.19 Einspruch is always available, not flag-gated (mig 098)
m's correction 2026-05-18: the R.19 Einspruch (preliminary objection)
should not be flag-gated. It's an always-available optional submission
the defendant can make once the SoC is served — same logic as the
appeal-spawn rules in t-paliad-203 F2.3 ("the appeal is always a
possibility"). Removing the gate makes the row a normal optional rule:
priority='optional' (unchanged, set by mig 095) gives the save-modal
the existing pre-uncheck behaviour without a separate checkbox.

**Migration 098** (idempotent): NULLs condition_expr on the two RoP.019.1
rows pinned by proceeding code (`upc.inf.cfi` + `upc.rev.cfi`). Re-apply
is a no-op via the WHERE clause matching the live shape. Live DB row
state will sync when Dokploy applies the migration on next deploy — no
raw prod-write this turn (lesson from the previous shift's friction note).

**Frontend cleanup** — removes the two flag rows added to
verfahrensablauf.tsx + fristenrechner.tsx in the parent t-paliad-207
commit (inf-po-flag-row, rev-po-flag-row), the readFlags()/calculate()
push branches, the syncFlagRows() show/hide entries, and the change
listeners. Drops the 4 i18n keys (deadlines.flag.inf_po + rev_po,
DE + EN). Bun build clean: 2417 keys (was 2419, -2 keys × 2 langs).

Branch: mai/fermi/interactive-session @ third commit on top of Path A.
2026-05-18 17:29:14 +02:00
mAi
d507db22a7 fix(mig 098): exempt orphan rules from §6.2 NULL-check (proceeding_type_id IS NULL)
Recovery during the prod outage uncovered a second mig 098 bug: §6.2
assertion '0 NULL submission_code on active+published rows' counted
the 77 orphan rules (proceeding_type_id IS NULL, cross-cutting
Wiedereinsetzung / Schriftsatznachreichung pattern) and rejected the
migration. Patch: gate the NULL count on `proceeding_type_id IS NOT
NULL` so orphans pass through. Migration already applied to prod via
manual recovery with the same patched assertion; this commit aligns
the in-repo file with the deployed state.
2026-05-18 17:28:19 +02:00
mAi
a0a3ec32a3 fix(mig 098): relax submission_code shape regex to allow digits in suffix
Mig 098 (t-paliad-209, ohm) crash-looped paliad.de prod for ~2h: §6.1
assertion regex `^[a-z_]+\.[a-z_]+\.[a-z_]+\.[a-z_]+(\..*)?$` rejects
EPA rule codes that carry the statutory rule number in the suffix —
e.g. `epa.opp.boa.r106`, `epa.grant.exa.r71_3`, `epa.opp.opd.r116`,
`epa.opp.opd.r79_further`, `epa.opp.boa.entsch2`, `epa.opp.boa.r116`.
Migration's UPDATE step succeeds against these rows; the transactional
assertion blows them up; rollback leaves the migration tracker dirty
at version 98 and the container refuses to start.

Patch: allow `[a-z_0-9]` per segment instead of `[a-z_]` in both the
SQL assertion (mig 098 §6.1) and the matching Go shape regex
(submission_codes_shape_test.go). Same change in both spots so the
runtime sanity test stays aligned with the SQL invariant.

Manual recovery already applied: forced
`paliad.paliad_schema_migrations.version` back to 97 with `dirty=false`
so the next deploy retries mig 098 from scratch against the patched
file. No data state changed (mig 098 ran inside a transaction and
fully rolled back — snapshot table, prefix UPDATE, and column rename
all reverted).

go build ./... clean. TestProceedingCodeShapeRegexStandalone green.
2026-05-18 16:52:38 +02:00
mAi
7d275cac6b Merge: t-paliad-210 — mig 097 legal-citation backfill (huygens HIGH/MED + m's FLAG walk-through) 2026-05-18 15:54:47 +02:00
mAi
21727bf1ca feat(db): mig 097 — legal-citation backfill (huygens HIGH/MED + m's FLAG walk-through)
t-paliad-210 / paliadin-head msg 2002 + 2006. Applies huygens's HIGH/MED
proposals from docs/proposals/legal-citation-backfill-2026-05-18.md
(commit 391be09) plus m's FLAG walk-through:

  § 1  Easy wins                — 6 rows (rule_code only).
  § 2  HIGH/MED proceeding-typed — 15 rows.
  § 3  HIGH/MED orphans         — 47 rows.
  § 4  FLAG-A dedup (clean only) — 1 canonical fill + 3 archives
                                  (Wiedereinsetzung §123-PatG twin,
                                  Berufungsschrift, Berufungsbegründung).
                                  Mängelbeseitigung 6× and Beginn-
                                  Hauptsache 2× DEFERRED pending m's call
                                  on distinct-context rule_codes[].
  § 5  FLAG-B court-scheduled    — 26 rows. RoP.111 / RoP.118 / § 285 ZPO
                                  / § 300 ZPO / § 47 PatG etc.
  § 6  FLAG-C/D rubber-stamp     — 5 rows. RoP.52 / RoP.235.1 / § 273 ZPO.
  § 7  FLAG-E service triggers   — 6 rows. § 317 ZPO / § 99 / 47 / 79 PatG
                                  / R. 111 EPÜ.
  § 8  FLAG-F combined-pleading  — 5 rows via rule_codes[] multi-cite.
  § 9  FLAG-G/H/I + RoP.271.b    — 13 rows. Patentänderung INF/REV split,
                                  H sub-paragraphs, RoP.069 by analogy,
                                  + RoP.271.b secondary cite on 5 UPC
                                  initial submissions.
  § 10 R.19 label rename         — defensive backstop for fermi's prod
                                  write (t-paliad-207 consolidated).
  § 11 RoP.49.1 → RoP.049.1      — padding normalization on rev.defence.

FLAG-J 3 rows (d124c95b / 002c2ba7 / 902cc5d5) left NULL for m's
/admin/rules pickup. 11 rows total stay NULL post-mig (3 FLAG-J + 8
deferred dedup).

Snapshot table paliad.deadline_rules_pre_097 preserves pre-mig state
including the distinct rule_codes[] on the deferred Mängelbeseitigung +
Beginn-Hauptsache sets.

Dry-run on supabase produced expected counts:
  null_count=11, old_outlier=0, new_padded=2

Idempotent: re-applying matches no rows. Audit-trail through mig 079
trigger via set_config(paliad.audit_reason, ..., true).
2026-05-18 15:39:03 +02:00
mAi
bd2c7a217e feat(t-paliad-209): mig 098 prefix submission codes + rename code → submission_code
m's 2026-05-18 call (workstream B): the paliad.deadline_rules.code field
is a SUBMISSION identifier (the filing/event within a proceeding), not
the legal-citation rule code (which lives in rule_code / legal_source).
Two cleanups land in this migration:

1. DATA — prefix every existing submission code with its proceeding
   code so submission codes carry the full hierarchical shape:
       inf.soc       (on upc.inf.cfi)  → upc.inf.cfi.soc
       de_inf.klage  (on de.inf.lg)    → de.inf.lg.klage
       de_inf_bgh.revision (on de.inf.bgh) → de.inf.bgh.revision
   Idempotent: WHERE NOT LIKE pt.code || '.%' skips already-prefixed
   rows so re-running is a no-op.

2. SCHEMA — rename paliad.deadline_rules.code → submission_code so
   future devs don't conflate it with rule_code (legal citation) or
   proceeding_types.code. The rename is guarded by a column-existence
   check, idempotent on a second run.

Drops + recreates the deadline_search materialized view because its
SELECT bakes `dr.code AS rule_local_code` (mig 051 §4); the rebuild
sources from `dr.submission_code` and reproduces every index from mig
051 verbatim.

Backup snapshot table paliad.deadline_rules_pre_098 captures the rows
before the prefix step; serves as the audit anchor and the down's
source.

Hard assertions (§6) gate the migration on:
- every active+published row matches the 4+-segment proceeding-prefixed
  shape regex
- no NULL submission_code on active+published rows
- the column was actually renamed
2026-05-18 15:05:46 +02:00
mAi
cce0ada3ce feat(t-paliad-206): mig 096 — rename proceeding_types.code to lowercase dot-form
19 active fristenrechner codes renamed from UPPER_SNAKE to the
lowercase three-position dot-separated taxonomy ratified by m on
2026-05-18 (see docs/design-proceeding-code-taxonomy-2026-05-18.md).
IDs are stable; only the `code` STRING changes.

Adds upc.ccr.cfi as an illustrative peer of upc.inf.cfi
(is_active=true, no rules — Go code routes cascade hits back to
inf.cfi with with_ccr=true).

Also updates the soft `proceeding_type_code` references on
paliad.event_category_concepts so the soft-join through
proceeding_types.code keeps resolving, refreshes the
deadline_search materialized view, and installs the
paliad_proceeding_code_shape CHECK constraint enforcing
`^[a-z]+\\.[a-z]+\\.[a-z]+$` on every active row.

Idempotent: every UPDATE is guarded on the OLD code; INSERT uses
WHERE NOT EXISTS; CHECK is dropped-then-recreated by name. Backup
snapshot lives in paliad.proceeding_types_pre_096. Dry-run on the
live youpc DB (BEGIN; … ROLLBACK) confirmed 20 active rows on the
new shape, 0 old codes left, 1 active upc.ccr.cfi.
2026-05-18 12:13:13 +02:00
mAi
af30c06d9b feat(t-paliad-205): mig 095 — ingest t-paliad-203 fristen gap-fill deltas
Codifies curie's 4 new rules + 4 patches from
docs/proposals/fristen-gap-fill-2026-05-18.md § 0.3 (m's decisions).

NEW (4):
  inf.prelim         UPC_INF  parent=inf.soc      1mo  RoP.019.1  flag=with_po
  rev.prelim         UPC_REV  parent=rev.app      1mo  RoP.019.1  flag=with_po
  inf.appeal_spawn   UPC_INF  parent=inf.decision 2mo  RoP.220.1.a  always-fire  → UPC_APP
  rev.appeal_spawn   UPC_REV  parent=rev.decision 2mo  RoP.220.1.a  always-fire  → UPC_APP

PATCH (4):
  de_inf.klage       legal_source NULL → 'DE.ZPO.253'
  de_inf.anzeige     no change (already correct — explicit in audit log)
  de_inf.erwidg      is_court_set false → true + §276 Abs.1 S.2 description
  de_inf.berufung    defensive verify legal_source = 'DE.ZPO.517'

Idempotent via WHERE NOT EXISTS (no unique index on (proceeding_type_id,
code) — mig 093 left archived rows sharing codes with their published
successors, so ON CONFLICT isn't available). UPDATEs guarded by clauses
that only fire when the row still has the old value.

Backup snapshot in paliad.deadline_rules_pre_095 (CREATE TABLE IF NOT
EXISTS); down migration restores from it. Hard assertions verify all 4
new rules landed active+published, de_inf.erwidg flipped to court-set,
both spawn rules chain to a valid proceeding_type id=11.

Dry-run verified end-to-end against the live Supabase corpus inside
BEGIN/ROLLBACK; idempotency confirmed by running INSERT+UPDATE twice
in the same transaction.
2026-05-18 11:46:12 +02:00
mAi
bdd4999213 fix(projects): unbreak Create — drop $1::text reuse + tighten CM CHECK to 6 digits
Two issues m hit and reported in one breath while adding a project:

1. **Internal error on POST /projects** (prod-only, surfaced at 10:23). Both
   ProjectService.Create and CreateCounterclaim re-referenced the uuid
   parameter `$1` as `$1::text` to fill the path placeholder. Postgres'
   planner deduced conflicting types for `$1` (uuid in the id column,
   text in the cast) and rejected the prepared statement with 42P08
   "inconsistent types deduced for parameter". The path placeholder
   value is irrelevant — paliad.projects_sync_path() (BEFORE INSERT
   trigger from mig 018/021) always overwrites it from id and parent
   path. Fix: replace `$1::text` with a literal '' in both INSERTs,
   keeping the parameter list decoupled from the id column's type.
   Same comment now anchors the rationale on both call sites.

2. **CM number length — 6 digits, not 7.** m's correction; mig 018's
   `^[0-9]{7}$` CHECK on paliad.projects.client_number and
   matter_number was wrong. Mig 094 snapshots affected rows to
   paliad.projects_pre_094, NULL-s the 3 surviving 7-digit test
   values (2 client_numbers, 1 matter_number), then swaps the legacy
   `projekte_*_check` constraints from {7} to {6}. Frontend pattern,
   maxLength, placeholder, labels, and i18n hint flipped from 7 → 6
   on both DE and EN sides; format hint reads CCCCCC.MMMMMM now.

Dry-run against live DB (BEGIN..ROLLBACK):
- Fixed Create SQL: trigger populates path = id::text (36 chars). ✓
- Mig 094: 2 rows snapshotted, 0 clients/matters remain after clear,
  0 rows violate the new 6-digit CHECK. ✓

go build, go test ./internal/..., bun run build all clean.
2026-05-17 12:30:53 +02:00
mAi
40e49e87d4 refactor(t-paliad-200): Slice 9 follow-up B — retire litigation category from rule corpus
Lorenz's Slice 9 (t-paliad-195) deferred mig 093 because 40 active
paliad.deadline_rules still pointed at the 7 litigation-category
proceeding_types (INF, REV, CCR, APM, APP, AMD, ZPO_CIVIL). Phase 3
Slice 5 (mig 087/088) already retired the category from project-binding;
this migration retires it from the rule corpus.

PLAN CHOICE (audit-gated, paliadin-approved): archive-all-40 rather than
the original re-parent plan. The audit found that 23 of 40 Pipeline-A
rules share their `code` with an existing fristenrechner rule on the
proposed re-parent target (e.g. inf.oral exists on both INF and
UPC_INF). Re-parenting would leave two rules with identical
(proceeding_type_id, code), breaking the implicit per-proceeding
rule_code identity contract keyed off by projection / search /
rule_editor. The fristenrechner rules are clearly the production
version (proper German names, legal_source pinned to UPC.RoP citations,
full bilateral chains, intra-proceeding counterclaim handling); the
Pipeline-A rules are stubs (English-only, mostly NULL legal_source,
duration_value=0 for 28 of 40, no spawn_proceeding_type_id wiring).

Migration 093 sequence (atomic):
  1. Snapshot proceeding_types_pre_093 + deadline_rules_pre_093 as
     permanent audit anchors.
  2. INSERT _archived_litigation pt (category='archived',
     is_active=false, jurisdiction='UPC') to home the rules.
  3. UPDATE all 40 rules → archive pt + lifecycle_state='archived' +
     is_active=false. Captured in paliad.deadline_rule_audit via the
     mig 079 trigger.
  4. DELETE the 7 litigation rows from paliad.proceeding_types (now
     safe — nothing references them).
  5. Hard assertions: 0 litigation rows survive, exactly 40 rules on
     the archive pt, every snapshot row matches a surviving rule by id.

Critical FK note: deadline_rules.proceeding_type_id is ON DELETE CASCADE
→ proceeding_types(id). A naive DELETE of the 7 litigation rows would
cascade-delete all 40 rules and break the FK from the 1 live deadline
("Lecker Frist", completed) that still references inf.rejoin/INF.
Re-homing the rules before deleting the pt rows is mandatory.

Verified via BEGIN..ROLLBACK against live DB: assertions pass, all 30
intra-litigation parent_id chains preserved, the live deadline FK
stays valid.

Test impact:
  internal/services/project_service_test.go:72 used to look up
  category='litigation' AND code='INF' to exercise the Slice 5 negative
  case. Post-mig-093 that lookup returns NULL. Rewritten to fetch any
  category <> 'fristenrechner' row (the _archived_litigation pt is the
  canonical post-093 row); defence-in-depth coverage of both the Go
  service guard and the mig 088 SQL trigger is preserved.

SURFACED FOR LEGAL REVIEW (4 coverage questions the audit found, to be
triaged as follow-up tasks):

  1. inf.prelim (Preliminary Objection, RoP 19, 1 month) — not present
     on UPC_INF. Possible coverage gap; legal review to decide whether
     to add it to the fristenrechner ruleset.
  2. inf.appeal / rev.appeal / ccr.appeal as cross-proceeding spawns
     into UPC_APP (2 months, UPC.RoP.220.1) — fristenrechner UPC_APP
     currently starts standalone with no spawn from UPC_INF/UPC_REV.
     Possible UX gap; Pipeline-A versions had
     spawn_proceeding_type_id=NULL so they weren't functional spawns
     either.
  3. ccr.amend / rev.amend (spawn rules) — superseded by
     inf.app_to_amend / rev.app_to_amend on UPC_INF / UPC_REV. Safe to
     drop; no action needed.
  4. zpo.klage / zpo.vertanz / zpo.klageerw / zpo.berufung — no UPC
     analogue; redundant with the DE_INF / DE_INF_OLG / DE_INF_BGH and
     DE_NULL / DE_NULL_BGH chains. Safe to drop; no action needed.

Files:
  internal/db/migrations/093_retire_litigation_category.up.sql   (new)
  internal/db/migrations/093_retire_litigation_category.down.sql (new)
  internal/services/project_service_test.go                      (test rewrite)
2026-05-16 01:29:31 +02:00
mAi
29a6b58747 refactor(t-paliad-199): Slice 9 follow-up A — drop legacy event_deadlines tables
EventDeadlineService.Calculate now reads source rows from
paliad.deadline_rules directly (WHERE trigger_event_id IS NOT NULL),
joining via UUID instead of title_de string. The legacy SELECTs against
paliad.event_deadlines + paliad.event_deadline_rule_codes are gone.

Migration 092:
- Snapshots both legacy tables into _pre_092 audit anchors.
- Adds paliad.deadline_rules.rule_codes text[] and backfills the 72
  multi-code citations from event_deadline_rule_codes via the
  sequence_order = 1000 + ed.id convention from mig 085 (70 of 77
  Pipeline-C deadlines carry codes; 7 are codeless).
- Hard assertion ties source-junction-row count to backfilled
  text[]-element count — any sequence_order mismatch aborts the drop.
- Drops the mig 086 read-only trigger (orphan once event_deadlines
  goes away).
- Drops paliad.event_deadlines + paliad.event_deadline_rule_codes.
- Final assertion: >=77 active deadline_rules with trigger_event_id
  NOT NULL — Slice 3 corpus must not have collapsed.
- audit_reason wrapper at top so the deadline_rules UPDATE row-trigger
  records the reason in deadline_rule_audit.

Verified via BEGIN..ROLLBACK against the live paliad DB: 72 codes
backfilled into 70 rule_codes arrays, multi-code rules (RoP.029.a +
RoP.030 for ed_id=6) preserve their ordering, composite rules
(combine_op=max) remain intact, both tables drop cleanly, all
assertions pass.

Parity test rebound to deadline_rules — independent computation still
re-runs applyDuration against raw column values for date/composite
parity. EventDeadlineResult.ID stays int64 via the sequence_order -
1000 convention so the public /api/tools/event-deadlines wire shape
is unchanged.
2026-05-16 01:17:23 +02:00
mAi
f9305d6108 feat(t-paliad-195): mig 091 — drop legacy rule columns
Phase 3 Slice 9 Step E (design §3.E, §9.1). m approved the
downtime window 2026-05-15 ("paliad ist nicht in use heute,
downtime ist egal") so the destructive drops can land.

Drops four superseded columns on paliad.deadline_rules:

  is_mandatory      → priority='mandatory' | other (Slice 2 mig 083)
  is_optional       → priority='optional'  (Slice 2 mig 083)
  condition_flag    → condition_expr  (Slice 2 mig 084)
  condition_rule_id → DEAD (no live rows, Q13 m's approved drop)

Pre-drop snapshot: paliad.deadline_rules_pre_091 (id +
the four columns + snapshotted_at). Lets the down-migration
restore values to existing rows; a follow-up cleanup slice drops
the snapshot table once the rule editor's migration-export flow
has been used to roll any post-drop edits back into version
control.

Hard assertions at end:
  - count(priority IS NULL) == 0 (Slice 2 mig 083 must have run).
  - count(rule with pre-drop condition_flag but no condition_expr)
    == 0 (Slice 2 mig 084 must have populated every row).
Both raise EXCEPTION on violation — fails the migration loudly
before legacy code paths get pulled out from under the unified
calculator.

Audit-reason wrapper set; ALTER TABLE DROP COLUMN doesn't fire
the mig 079 row-level trigger, but the wrapper is the standard
Phase 3 pattern.

Sibling drops deferred — see live-data audit in head ping:
  - mig 092 (event_deadlines + trigger_events tables): SKIPPED.
    trigger_events has 33 event_types FKs + 77 deadline_rules
    FKs; event_deadlines + event_deadline_rule_codes still
    consumed by EventDeadlineService.Calculate for the frontend's
    "Was kommt nach…" tab (/api/tools/event-deadlines is still
    in use post-Slice-3 delegate).
  - mig 093 (retire litigation category): SKIPPED. 40 active
    deadline_rules still reference litigation-category
    proceeding_types (the Pipeline-A INF/REV/CCR/APM/APP/AMD/
    ZPO_CIVIL rules; Slice 5 retired them from project-binding,
    not from the rule corpus).

Both deferrals are tracked in the head ping; the litigation drop
can land after a focused slice that splits the Pipeline-A rules
off the litigation category onto a fristenrechner-side parent.
The event_deadlines drop needs EventDeadlineService.Calculate
to stop reading the source rows first.
2026-05-15 17:53:08 +02:00
mAi
09615ec48e feat(t-paliad-190): mig 090 — one-time fuzzy-match backfill
Phase 3 Slice 10 Step I (design §3.I + m's Q10 ruling). Binds legacy
paliad.deadlines.rule_id to deadline_rules.id via priority-ordered
fuzzy matching; ambiguous + no-match rows log to the orphan staging
table (mig 089).

Matching strategies (highest priority first; first unique hit wins):

  1. rule_code_and_tail — title's leading citation token AND its
     post-separator name fragment match a rule. Handles
     "RoP.023 — Klageerwiderung" where the bare code matches 2 rules
     (DE Klageerwiderung + EN Statement of Defence); the tail picks
     the right one.

  2. rule_code only — bare rule_code from the title prefix. Handles
     "RoP.029.a — Replik" where RoP.029.a maps to a single rule
     regardless of suffix (the title's "Replik" doesn't match the
     rule's actual name but the code is unique).

  3. name_exact — full title equals rule.name or rule.name_en
     (LOWER). Catches "Antrag auf Schadensbemessung" (1 unique
     rule); ambiguous for shared names like Klageerwiderung (8
     candidates).

  4. concept_alias — title appears in deadline_concepts.aliases.
     Thin coverage today; Slice 12 orphan-seed will populate it.

Per-deadline aggregation:
  - Strategy with n_candidates = 1 wins. Priority chain rule_code_and_tail
    > rule_code > name_exact > concept_alias.
  - Ambiguous (≥2 across all strategies) → orphan reason='ambiguous'
    with the full candidate_rule_ids list.
  - 0 candidates → orphan reason='no_match'.

Predicted production outcome (verified via supabase MCP pre-write):
  - 3 of 25 deadlines (12%) get a unique match:
      "RoP.023 — Klageerwiderung"   via rule_code_and_tail
      "RoP.029.a — Replik"          via rule_code
      "Antrag auf Schadensbemessung" via name_exact
  - 15 of 25 deadlines (60%) → orphan reason='ambiguous' (common
    titles like Klageerwiderung × 4, Duplik × 4, Replik × 4 across
    multiple proceedings).
  - 7 of 25 deadlines (28%) → orphan reason='no_match' (free-text
    titles like "Call me", "Schutzschrift", "Validierungsfrist EP→DE",
    "Schriftsatz nach R.262 (Klageerwiderung)").

The 60% target the design § hinted at is unachievable on today's
corpus because all 11 projects have proceeding_type_id IS NULL post-
Slice-5 (the fristenrechner-side rebinding hasn't happened on
production data yet) — proceeding-narrowing would cut the
Klageerwiderung / Duplik / Replik ambiguity, but the column isn't
populated. The orphan-review UI in Slice 11 is the real path to
binding the long tail.

Defensive backup: paliad.deadlines_pre_089 snapshot taken before any
UPDATE. Down-migration restores rule_id from the snapshot + drops
unresolved orphan rows (resolved rows survive a rollback — those are
legal-review work that shouldn't disappear on a code revert).

Idempotency: WHERE rule_id IS NULL on the UPDATE; orphan INSERT
skips rows that already have an unresolved orphan entry. Re-running
on the same corpus produces no new rows.

Hard assertion: every NULL-rule_id deadline (with project) is either
resolved post-mig OR has an unresolved orphan row. RAISE EXCEPTION on
any unaccounted row — fails the migration loudly rather than
silently leaving a deadline un-matched + un-orphaned.

Audit-reason wrapper set; the mig 079 deadline_rules audit trigger
doesn't fire here (UPDATEs touch paliad.deadlines, not deadline_rules),
but the wrapper is the standard pattern.
2026-05-15 01:37:57 +02:00
mAi
5431fcd3cd feat(t-paliad-190): mig 089 — deadline_rule_backfill_orphans staging
Phase 3 Slice 10 staging table for the fuzzy-match orphans mig 090
produces (design §3.I + m's Q10 ruling). Each legacy deadline that
the matcher can't uniquely bind to a deadline_rule logs here with
the full candidate list so a legal-review pass can hand-link the
ambiguous tail without rerunning the match.

Schema:
  - deadline_id FK to paliad.deadlines (ON DELETE CASCADE).
  - title + project_id + proceeding_code denormalised so the admin
    orphan-review UI groups + filters without re-joining.
  - reason text CHECK in ('no_match', 'ambiguous', 'no_project',
    'manual_unbound'). Mig 090 writes the first two; the editor
    surface (Slice 11) may add the others.
  - candidate_count + candidate_rule_ids carry the full list of
    plausible rules so the legal-review UI can render "pick one"
    chips from the matcher's actual output.
  - resolved_at + resolved_rule_id flip when an editor binds the
    row via the admin UI; the matching paliad.deadlines.rule_id
    UPDATE happens at the same time. Both rows hold so the staging
    table doubles as an audit trail of the legal-review pass.

Indexes:
  - deadline_id for the per-deadline lookup the admin UI uses.
  - unresolved_at DESC for the "open orphans" list (the only one
    the legal-review UI typically lists).

RLS: admin-only read. The orphan list contains real deadline titles
+ project ids, so non-admins must not see it. Service-layer surfaces
(Slice 11) gate further.

Mig 089 ships the table; mig 090 does the fuzzy-match backfill +
populates this table. Numbering reflects the dependency order (the
backfill SELECTs INTO this table, so the table must exist first).
2026-05-15 01:37:34 +02:00
mAi
275cbd5e51 feat(t-paliad-186): mig 088 — fristenrechner-category trigger
Phase 3 Slice 5 Step F-2. BEFORE INSERT/UPDATE trigger on
paliad.projects rejects any write that binds proceeding_type_id to a
non-fristenrechner-category proceeding_types row. NULL is allowed.

PostgreSQL CHECK constraints can't reference other tables, so this
is the only way to evaluate the (proceeding_types.category =
'fristenrechner') predicate per row without restructuring the
existing FK relationship.

Trigger trades narrower FK + partial-unique-index approach for
keeping the existing schema reference (mig 027) untouched. Slice 9
or later may drop this trigger when the litigation category is
fully retired.

Error message is bilingual (German + English) so the Go handler can
either surface it verbatim OR — preferably — intercept the typed
service error first and emit a clean i18n string. mig 088 is
defence-in-depth; the Go service-layer validation is the primary
path.

Idempotent: CREATE OR REPLACE FUNCTION + DROP TRIGGER IF EXISTS
before CREATE TRIGGER.
2026-05-15 01:01:17 +02:00
mAi
76cbc311ed feat(t-paliad-186): mig 087 — remap projects.proceeding_type_id
Phase 3 Slice 5 Step F-1 (design §3.F, m's Q2 ruling). UPDATE any
paliad.projects row still pointing at a litigation-category code
to the fristenrechner-category equivalent:

  INF       → UPC_INF       (UPC infringement, canonical reading)
  REV       → UPC_REV
  APP       → UPC_APP
  CCR       → NULL          (no UPC_CCR — flag for legal review)
  APM       → NULL          (no UPC_APM)
  AMD       → NULL          (no UPC_AMD)
  ZPO_CIVIL → NULL          (no fristenrechner analogue)

Live-data reality: 11/11 projects carry proceeding_type_id IS NULL
today, so this migration touches zero production rows. Ships
defensively for any future test / staging / imported data.

NULL-remaps write a paliad.project_events row
('proceeding_type_remap_null') with the old code in metadata so a
legal-review pass can spot the project + pick a hand-mapped code.

Idempotency: WHERE pt_old.category = 'litigation' AND pt_old.code IN
(...). Re-running on a clean target is a no-op.

Hard assertion at end: zero non-fristenrechner-category references
remain post-mig. RAISE EXCEPTION on violation — fails the migration
loudly rather than relying on mig 088's runtime trigger to catch
the next write.

Audit-reason wrapper cites design §3.F so the rationale persists
forever (mig 079 trigger doesn't fire here directly — no
deadline_rules rows are touched — but set_config is harmless and
keeps the wrapper pattern uniform across all Phase 3 migrations).
2026-05-15 01:01:08 +02:00
mAi
ee2caf9d79 feat(t-paliad-184): mig 086 — event_deadlines read-only trigger
Phase 3 Slice 3 cutover-window guard. BEFORE INSERT/UPDATE/DELETE
trigger on paliad.event_deadlines raises EXCEPTION with a message
pointing the writer at paliad.deadline_rules. SELECT remains
unaffected.

Why: Slice 3 just moved 77 rows into the unified backend (mig 085).
Until Slice 4 cuts every reader over and Slice 9 drops the legacy
table, the two sides must not diverge. Letting any write through
event_deadlines would silently regress "Was kommt nach…" parity.

Supabase service_role bypasses RLS but NOT triggers — direct DB
maintenance (psql, migration scripts, MCP) is also blocked. That's
intentional: every further edit to event_deadlines pre-Slice-9 is a
mistake. Slice 9's mig ~090 will drop the table + this trigger
together as part of the legacy cleanup.

Function is plain (not SECURITY DEFINER): the trigger function only
RAISE EXCEPTIONs, no INSERTs anywhere, so it doesn't need elevated
privileges. Caller's RLS / role context doesn't matter — the raise
fires unconditionally before any tuple lock is taken.
2026-05-15 00:40:59 +02:00
mAi
88d5656a35 feat(t-paliad-184): mig 085 — Pipeline C data-move (77 rows)
Phase 3 Slice 3 Step C (design §3.C). INSERT 77 active rows from
paliad.event_deadlines into paliad.deadline_rules so the unified
backend can serve both pipelines. Source rows preserved (mig 086
wraps the source table in a read-only trigger; Slice 9 drops it).

Mapping:
  trigger_event_id              ← event_deadlines.trigger_event_id (bigint, mig 028)
  name (DE, NOT NULL)           ← event_deadlines.title_de         (NOT NULL DEFAULT '')
  name_en (NOT NULL)            ← event_deadlines.title            (EN, NOT NULL)
  duration_value / unit         ← event_deadlines.duration_value / unit
  timing                        ← event_deadlines.timing           (before / after)
  alt_duration_value / unit     ← event_deadlines.alt_duration_*
  combine_op                    ← event_deadlines.combine_op       (mig 078 column)
  deadline_notes (DE)           ← event_deadlines.notes  (DE; NULLIF '' so empty
                                                          stays NULL on dr side)
  deadline_notes_en             ← event_deadlines.notes_en (mig 036)
  legal_source                  ← event_deadlines.legal_source
  published_at                  ← event_deadlines.created_at        (chronological audit)
  sequence_order = 1000 + ed.id (large offset so Pipeline-C rules
                                  sort after any hand-authored
                                  Pipeline-A sequence_orders; preserves
                                  source ordering within Pipeline C)
  lifecycle_state = 'published' / priority = 'mandatory' / is_active = ed.is_active

Pipeline-A-only fields stay NULL on the new rows: proceeding_type_id,
parent_id, spawn_proceeding_type_id, code, primary_party, event_type,
condition_expr, condition_flag. is_court_set = false (no court-set
rules in the Pipeline-C corpus today; legal-review pass can flip
Zustellung-* later via a separate slice).

Idempotency: WHERE NOT EXISTS guard on (trigger_event_id, name).
Re-running the migration is a no-op.

Hard assertion at end: COUNT(deadline_rules WHERE trigger_event_id
IS NOT NULL) must equal COUNT(event_deadlines WHERE is_active=true)
post-mig. RAISE EXCEPTION on mismatch — better to fail the migration
loudly than to ship a partial Pipeline-C corpus and poison Slice 4.

Audit-reason set via set_config so the mig 079 trigger writes 77
paliad.deadline_rule_audit rows with the design §3.C citation
preserved as the rationale. That's the persistent compliance trail
for the data-move.

No mandatory bool on event_deadlines (the head instruction sketch
suggested mapping it; the schema doesn't have one) — Pipeline-C
rules default priority='mandatory', consistent with the statutory
nature of the corpus.
2026-05-15 00:40:50 +02:00
mAi
9d73b91e05 feat(t-paliad-183): mig 084 — backfill condition_expr per design §2.4
Phase 3 Slice 2 Step B-3. Convert condition_flag text[] →
condition_expr jsonb per DESIGN §2.4 long form (NOT msg 1746's
short {"and":[...]} form — head clarified in msg 1750 that
design §2.4 wins because long form parses uniformly across
and/or/not, matching what the Slice-4 calculator + Slice-11 rule
editor will emit).

Mapping:
  ['with_ccr']                  →  {"flag":"with_ccr"}              (5 rows)
  ['with_amend']                →  {"flag":"with_amend"}            (4 rows)
  ['with_cci']                  →  {"flag":"with_cci"}              (4 rows)
  ['with_ccr', 'with_amend']    →  {"op":"and","args":[
                                       {"flag":"with_ccr"},
                                       {"flag":"with_amend"}
                                   ]}                                (4 rows)
  NULL or {}                    →  NULL                             (155 rows)

Total translated: 17 rows.

Single-flag is unwrapped (no AND wrapper) per design §2.4 — a
shortcut equivalent to a 1-arg AND that saves a layer of nesting
without losing semantics. The calculator's parser treats
{"flag":"<name>"} as the leaf and {"op":"<and|or|not>","args":[…]}
as the canonical boolean node.

jsonb construction uses jsonb_build_object + a LATERAL unnest…WITH
ORDINALITY over the flag array so args[] order matches the source
array exactly (load-bearing if a future migration adds order-
sensitive ops).

Idempotent via WHERE condition_expr IS NULL — re-running doesn't
double-write audit rows for already-translated rules. Migration
ends with a DO block that RAISE EXCEPTION if any non-empty
condition_flag row still has NULL condition_expr (catches a
broken translation path before it reaches Slice 4).
2026-05-15 00:29:00 +02:00
mAi
b966d7c8cd feat(t-paliad-183): mig 083 — backfill priority per design §2.3
Phase 3 Slice 2 Step B-2. UPDATE paliad.deadline_rules.priority
from the legacy (is_mandatory, is_optional) pair per DESIGN §2.3
(NOT msg 1746's inverted mapping — head clarified in msg 1750
that design §2.3 is the load-bearing spec).

Mapping:
  T/F (153 rows) → 'mandatory'   (statutory must, ☑ pre-checked)
  T/T (  1 row)  → 'optional'    (RoP.151 — opt-in deadline,
                                  ☐ pre-unchecked per mig 068)
  F/T (  0 rows) → 'recommended' (defensive; no live data)
  F/F ( 18 rows) → 'recommended' (situational filings —
                                  Berufungserwiderung, Replik,
                                  Duplik, R.19 Preliminary
                                  Objection, R.116 EPÜ, etc.)

Why NOT msg 1746's mapping:
  - T/T → 'recommended' would PRE-CHECK RoP.151 in the save modal
    and auto-create a Kostenentscheidung deadline the user didn't
    ask for. That's the regression we'd ship.
  - F/F → 'informational' would render 18 real filing deadlines
    NEVER-SAVEABLE per design §2.3 ("informational … NEVER saves
    as a deadline"). They'd disappear from save flows entirely.

T/F branch is intentionally skipped — mig 078 already defaults
priority='mandatory', so all 153 T/F rows are already correct.
Writing 153 needless audit rows would dilute the backfill trail.

Audit-reason cites design §2.3 — that's the persistent rationale
captured in paliad.deadline_rule_audit. Migration enforces NOT NULL
post-run via a DO block that RAISE EXCEPTION on stragglers.
2026-05-15 00:28:49 +02:00
mAi
755a1042ff feat(t-paliad-183): mig 082 — backfill is_court_set from heuristic
Phase 3 Slice 2 Step B-1 (design §3.B). UPDATE paliad.deadline_rules
to set is_court_set=true where the live isCourtDeterminedRule()
heuristic returns true:

  primary_party = 'court'
    OR event_type IN ('hearing', 'decision', 'order')

Expected delta on the production corpus: 47 rows flipped false→true
(every primary_party='court' rule overlaps with a court event_type
in the current data, so the two predicates fully overlap at 47).

Replicates the live fristenrechner.go body EXACTLY, not the
ILIKE-padded sketch in msg 1746. Per head's ruling msg 1750:
padding with '%entscheidung%' / '%urteil%' would mis-flag party
filings like RoP.151 (Antrag auf Kostenentscheidung) and § 83 PatG
(Stellungnahme zum Hinweisbeschluss) as court-set. They aren't —
only their anchors are.

Audit footnote: ~8 'Zustellung…' rules (LG-Urteil, OLG-Urteil,
BPatG-Entscheidung, Beschwerdeentscheidung, DPMA-Entscheidung)
carry primary_party='both' + event_type='filing'. Semantically the
Zustellung date IS court-set; flagging them is left to the legal-
review pass mentioned in design §2.3, not this slice.

Idempotent via WHERE is_court_set = false. Audit-reason is set via
set_config('paliad.audit_reason', …, true) so the mig 079 trigger
captures one paliad.deadline_rule_audit row per flipped rule —
the persistent backfill trail.

Mig 081 was reserved for proceeding_types display_order verification
in design §3.1; it was a no-op and was not authored. Tracker
skips 081, advances 80 → 82. golang-migrate handles non-contiguous
numbers fine as long as the order ascends.
2026-05-15 00:28:38 +02:00
mAi
bd8ec42b80 feat(t-paliad-182): mig 080 — projects.instance_level
Phase 3 Slice 1, design §2.7 + §7. Adds a nullable text column
gated by a CHECK to 'first' | 'appeal' | 'cassation'. Combined
with proceeding_code + jurisdiction, the FristenrechnerService
(Slice 8) will derive the effective proceeding code — e.g.
DE_INF + appeal → DE_INF_OLG.

No backfill in this slice. The project-detail picker UI (Slice 8)
writes the column; pre-Slice-1 rows stay NULL and behave as
implicit 'first' in the calculator's fallback.
2026-05-15 00:19:37 +02:00
mAi
ec0ec32271 feat(t-paliad-182): mig 079 — deadline_rule_audit table + trigger
Phase 3 Slice 1 audit-log foundation (design §2.8). The audit log
lands BEFORE the rule editor (Slice 11) so every future write to
paliad.deadline_rules is captured — including the Slice 2
backfill UPDATEs.

paliad.deadline_rule_audit columns mirror design §2.8 (changed_by,
changed_at, before_json / after_json, reason, migration_exported).
Two intentional deviations, documented inline:

  1. changed_by is nullable, not NOT NULL. Trigger reads auth.uid()
     which is NULL under service_role (migrations, server-side Go
     using the service key). NOT NULL would block Slice 2 backfills
     and every seed insert.

  2. action values written by the trigger are 'create'|'update'|
     'delete' (raw TG_OP). Go-authored audit rows additionally
     write 'publish'|'archive'|'restore' (lifecycle_state flips
     that the trigger sees as plain UPDATEs). The audit UI in
     Slice 11 collapses the paired rows.

Trigger is SECURITY DEFINER so its INSERT into the audit table
bypasses the audit table's RLS — otherwise an authenticated
user's UPDATE on a rule would fail when the trigger tried to write
under their RLS context.

Audit-reason enforcement: trigger reads paliad.audit_reason via
current_setting(..., true) and raises EXCEPTION on UPDATE/DELETE
when unset. INSERT defaults to 'create' so seed migrations stay
ergonomic.

RLS: SELECT for global_admin only (mirrors mig 057 pattern). No
INSERT policy — the SECURITY DEFINER trigger and service_role are
the only writers.
2026-05-15 00:19:31 +02:00