Commit Graph

255 Commits

Author SHA1 Message Date
mAi
247e9005db Merge: t-paliad-248 Slice A — symmetric date-range picker + filter-bar wiring (m/paliad#79)
# Conflicts:
#	frontend/src/client/filter-bar/axes.ts
2026-05-25 15:51:36 +02:00
mAi
4ead2d08c1 feat(inbox): t-paliad-249 Slice A backend — project_event feed + read cursor (m/paliad#80)
Substrate changes that turn /inbox from approvals-only into the
unified notification surface m asked for.

- Migration 126: paliad.users.inbox_seen_at (high-watermark read cursor;
  pending approval_requests bypass it per design §3).
- KnownProjectEventKinds gains note_created, our_side_changed,
  deadline_updated/deleted, deadlines_imported. New
  InboxProjectEventKinds curated subset (head's Q1=A lock).
- InboxSystemView spans [approval_request, project_event]; defaults to
  past 30 days, newest first, row_action="inbox".
- view_service.allowedProjectEventKinds drops *_approval_* audits when
  ApprovalRequest is also in spec.Sources (no double-count).
- RunSpec resolves the caller's inbox_seen_at once and threads it
  through viewSpecBounds; runProjectEvents excludes self-authored
  events and rows older than the cursor when unread_only is set.
  Decided approval_requests follow the cursor; pending always survives.
- ApprovalService.UnseenInboxCountForUser (unified badge count) +
  MarkInboxSeen + InboxSeenAt service methods.
- GET /api/inbox/count returns the unified count; new
  POST /api/inbox/mark-all-seen advances the cursor (optional up_to=).

Tests cover the InboxSystemView shape, the audit-dedup helper, the
isApprovalAuditKind matcher, and the no-narrow-no-approvals nil path.
2026-05-25 15:49:39 +02:00
mAi
34e3d7188e feat(filter_spec): t-paliad-248 — symmetric date-range horizons
Slice A backend, fully additive. Adds six new TimeHorizon constants
to make the past/future fan symmetric for the date-range picker:

  next_1d, next_14d, next_all,
  past_1d, past_14d, past_all

Each one-sided 'all' is distinct from the existing HorizonAll
(bidirectional unbounded, Q26-gated) and HorizonAny (no time filter
at all). next_all keeps from=today + to=nil; past_all keeps to=tomorrow
+ from=nil — half-open intervals, never crossing the boundary.

computeViewSpecBounds gets twelve explicit fan arms plus the
pre-existing any/all/custom paths. validate() accepts the six new
horizons against any scope (none of them is the unbounded substrate
scan that triggers Q26 on HorizonAll).

New tests:
- TestFilterSpec_NewSymmetricHorizonsValidate — round-trip
- TestComputeViewSpecBounds_Horizons       — table of 14 cases
- TestComputeViewSpecBounds_NewHorizonsAreOneSided
- TestComputeViewSpecBounds_CustomRoundTrips
2026-05-25 15:37:00 +02:00
mAi
51fca9383f Merge: t-paliad-246 — Backup Mode Slice A (on-demand admin org export, local disk, .zip bundle, mig 123) (m/paliad#77) 2026-05-25 15:29:48 +02:00
mAi
99c9d89daa feat(backups): t-paliad-246 — Backup Mode Slice A (on-demand admin org export)
m/paliad#77 Slice A. Folds the unbuilt t-paliad-214 Slice 3 (org async
export) into a new "Backup Mode" surface gated by adminGate.

m's calls (all 4 material picks per design §2):
- Storage: local disk PALIAD_EXPORT_DIR (LocalDiskStore only)
- Format: .zip bundle (xlsx + JSON + CSV + README) — no-lock-in preserved
- paliadin_turns + paliadin_aichat_conversation: EXCLUDE structurally
- Scheduler (Slice B): nightly 03:00 UTC, env-tunable

Wiring:
- mig 123 adds paliad.backups catalog table (kind/status/storage_uri/
  size/row_counts/warnings/error/deleted_at + admin-only RLS).
- ExportService.WriteOrg + orgSheetQueries enumerate 37 entity sheets
  + 12 ref sheets; REPEATABLE READ READ ONLY tx wraps the dump for
  snapshot consistency (design §3.3).
- writeBundle + runSheetQuery refactored to take a sqlx.QueryerContext
  so both *sqlx.DB (personal/project paths, unchanged) and *sqlx.Tx
  (org snapshot path) work.
- BackupRunner orchestrates: catalog INSERT → audit INSERT
  (event_type='backup_created') → WriteOrg → ArtifactStore.Put → patch
  catalog + audit on success/failure.
- ArtifactStore interface + LocalDiskStore impl (defense-in-depth key
  validation + URI-outside-dir guard).
- Sentinel actor for scheduled runs: actor_email='system@paliad',
  actor_id=NULL — no phantom user in paliad.users.
- Admin handlers POST /api/admin/backups/run + GET list/get/download
  behind adminGate(users, …); /admin/backups page + sidebar entry +
  bilingual i18n keys.
- BackupRunner only wired when PALIAD_EXPORT_DIR is set; routes return
  503 otherwise (same shape as requireDB).

Tests: 8 pure-function tests cover registry shape (no dups, paliadin
absent both as sheet name and SQL substring, ref__* sheets unscoped,
every sheet has ORDER BY) and LocalDiskStore (round-trip, bad-key
rejection, URI-traversal rejection, mkdir on construction).

go build ./... + go test ./internal/... clean. bun run build clean.

Slice B (BackupScheduler + retention cleanup) and Slice C (UI polish)
are separate follow-ups per head's instruction.
2026-05-25 15:28:37 +02:00
mAi
7e66da8def mAi: #92 - t-paliad-261 — submission-draft autosave focus + click-variable-in-preview jump
Two related editor polish fixes.

(A) Autosave-refresh focus preservation
  paintVariables() replaces every input via innerHTML, blowing away
  the focused-input reference and dropping the cursor mid-edit. Fix:
  capture the active variable input's data-var key + selectionStart/
  End/Direction before the repaint, restore on the new element after
  (by data-var lookup + setSelectionRange). Cursor stays put across
  autosave, rename, and reset cycles. Works for <input> and
  <textarea> via the shared selectionRange contract.

(B) Click variable in preview → jump to sidebar input
  Go renderer wraps every substituted placeholder value in the HTML
  preview with <span class="draft-var" data-var="key">…</span>.
  Implemented via a valueWrapperFn plumbed through
  substituteInDocumentXML → substituteInTextNodes /
  substituteAcrossRuns → replacePlaceholders. RenderHTML passes
  htmlPreviewWrapper which marks values with three PUA sentinels
  (U+E100/U+E101/U+E102) that emitTextWithDraftVars converts to the
  span pair inside docXMLToHTML. Missing-marker text is wrapped too
  so a clicked [KEIN WERT: foo] jumps to the empty field.

  Render() (.docx export) passes nil for wrap → output is byte-
  identical to pre-261. New test
  TestRender_DocxOutputUnchangedByPreviewWrap asserts the .docx never
  carries draft-var/data-var markup or PUA sentinels.

  Client wireDraftVars() adds .draft-var--has-input only to spans
  whose key resolves to a sidebar input — derived variables (e.g.
  today.iso) stay non-clickable. Click handler:
    scrollIntoView(smooth, center) → focus + select after 50ms →
    1.2s lime flash on the row.
  Keyboard accessible (Enter / Space) with role=button + aria-label.

CSS adds a subtle lime tint to every .draft-var so the user sees
what was substituted; --has-input layers cursor: pointer + brighter
hover background. Flash animation respects prefers-reduced-motion
via a steps(1, end) fallback.

Tests: TestRenderHTML_ExtractsParagraphsAndFormatting updated to
assert the new span wrap. New tests for missing-marker wrap +
.docx-path-untouched. Go + frontend builds clean.
2026-05-25 15:12:10 +02:00
mAi
045accc6d9 mAi: #89 - deadline rule field binary Auto/Custom + canonical rule-label display
t-paliad-258. m's verdict on t-paliad-251's rule UI: "too many options"
(4 'Oral hearings' across courts, etc.). Replace the full deadline_rules
catalog dropdown + sort selector with a binary model and unify the rule
display contract across every surface that prints a rule label.

Binary Rule field on the deadline form
- Auto (default): rule_id is derived from the chosen Type. The resolved
  rule renders read-only as 'Auto | <Name · Citation>' next to the
  field. No catalog picker, no sort options.
- Custom: free-text input. Stored as deadlines.custom_rule_text (new
  nullable column, migration 122). Mutually exclusive with rule_id at
  the persistence boundary.
- Toggle link flips between modes. Re-toggling to Auto re-resolves from
  the current Type — no stale state.

Schema + service (additive)
- migration 122 adds paliad.deadlines.custom_rule_text (nullable).
  Existing rows: empty custom_rule_text + non-null rule_id = Auto-
  equivalent. Both NULL = "keine Regel" (consistent with today).
- models.Deadline.CustomRuleText + service SELECTs include the column.
- CreateDeadlineInput accepts custom_rule_text; the service drops it
  when rule_id is set (catalog wins; simple invariant at the boundary).
- UpdateDeadlineInput grows a {RuleSet, RuleID, CustomRuleText} triple.
  RuleSet=true is the discriminator so absent fields don't overwrite
  the row (PATCH semantics). RuleID and CustomRuleText are mutually
  exclusive in one request; service rejects "both set".
- EventListItem (the /api/events union) carries CustomRuleText so list
  surfaces can render it.

Frontend: deadlines-new
- Drop the rule <select>, the by_proceeding/by_court/alpha sort
  dropdown, the override-warning slot, and the collapsed-by-Regel Typ
  view. Strip the (Rule→Type) auto-fill machinery — direction is now
  one-way (Type → Auto-resolved Rule).
- Keep Type→Rule resolution: resolveAutoRuleForType picks the canonical
  rule by project's proceeding, then jurisdiction match, then first
  candidate. Same logic, just re-aimed at the read-only display.
- Standardtitel preserves the chain (event type → Auto rule label →
  Custom text → proceeding → fallback) so the recipe still produces a
  sensible title even when Custom is used.

Frontend: deadlines-detail
- Read-only display: catalog rule → Name · Citation, else
  custom_rule_text + Custom badge, else legacy rule_code, else "—".
- Edit mode: mirror the create form with the Auto/Custom toggle.
  enterEdit initialises the mode from the persisted deadline; Save
  PATCHes with rule_set:true + the chosen rule pointer.

Rule-label addendum (m's 14:31 follow-up)
- Canonical contract everywhere: Name primary, Citation muted secondary
  ("Notice of Appeal · UPC.RoP.220.1"). Custom rules render the text
  with a "Custom" pill.
- New frontend/src/client/rule-label.ts exports formatRuleLabel /
  formatRuleLabelHTML / formatCustomRuleLabelHTML — one helper per
  shape (plain text vs muted-citation HTML).
- Wired into: deadlines-new Auto display, deadlines-detail read +
  Standardtitel, events.ts ruleDisplay (REGEL column on /events),
  projects-detail.ts Fristen table, views/shape-list.ts generic
  rule column.
- Verfahrensablauf (views/verfahrensablauf-core.ts) already renders
  name + citation chip separately and matches the canonical pattern;
  no change needed. Schriftsätze table is column-shaped (name + code
  in distinct columns) and out of scope per the addendum.

CSS
- New .rule-mode-auto / .rule-mode-custom / .rule-label-* family.
- Drop the dead .rule-sort-select rule and the .event-type-collapsed*
  family (retired with the catalog dropdown).

i18n
- DE+EN. Remove 10 stale keys (rule.none, autofill, autofill_inline,
  mismatch, override, override_warn, sort.*). Add 6 (auto_no_match,
  auto_pick_type, custom_badge, custom_placeholder,
  mode.toggle_to_auto, mode.toggle_to_custom).

Build hygiene
- go build + go test ./internal/... clean.
- frontend bun build clean (2803 keys, scan clean).

Out of scope (per issue)
- Promoting Custom entries back to the catalog ("save as new rule").
- Filtering/searching custom_rule_text in deadline lists.
- Touching the event-type browse modal (Part 1 of #82 — that stays).

Files
- internal/db/migrations/122_deadlines_custom_rule_text.{up,down}.sql
- internal/models/models.go
- internal/services/deadline_service.go (Create+Update+SELECT)
- internal/services/event_service.go (union projection)
- frontend/src/client/rule-label.ts (new helper)
- frontend/src/client/deadlines-new.ts (rewrite)
- frontend/src/client/deadlines-detail.ts (Auto/Custom editor + display)
- frontend/src/client/events.ts (REGEL column)
- frontend/src/client/projects-detail.ts (Fristen table cell)
- frontend/src/client/views/shape-list.ts (generic rule column)
- frontend/src/client/i18n.ts + i18n-keys.ts (DE+EN delta)
- frontend/src/deadlines-new.tsx (strip dropdown+sort, add toggle)
- frontend/src/deadlines-detail.tsx (Auto/Custom edit slots)
- frontend/src/styles/global.css (rule-mode + rule-label families)
2026-05-25 14:54:51 +02:00
mAi
72b64140e9 mAi: #83 - approval withdraw warning modal + edit-instead path
t-paliad-252. Replace the silent confirm()-then-DELETE with a three-path
warning modal: Cancel / Edit event (primary) / Withdraw and delete
(destructive). The edit-instead path lets the requester revise the
in-flight entity without withdrawing the approval request.

Backend — new service method + endpoint
- ApprovalService.EditPendingEntity(requestID, callerID, fields):
  - validates caller == requested_by AND status = pending
  - reuses the existing wider counter-allowlist (buildCounterSetClauses
    from SuggestChanges) — every editable field on the entity, not just
    the date triggers
  - applies the field updates to the entity row via applyEntityUpdate
    (including the event_type_ids junction rewrite for deadlines)
  - merges new fields into approval_requests.payload (jsonb) so the
    approver inbox sees what was revised
  - emits a distinct *_approval_edited_by_requester project_event so the
    Verlauf surfaces the revision separately from the original *_requested
    row and any decision row
  - request stays pending; entity.approval_status stays pending
- POST /api/approval-requests/{id}/edit-entity
  - Body: {"fields": {<entity-shape>}}
  - Errors reuse the existing mapApprovalError mapping:
    400 suggestion_requires_change, 403 not_authorized,
    404, 409 request_not_pending
- Distinguishing audit event types per the spec:
  - destructive Withdraw path: existing <entity>_approval_revoked
    (no behaviour change — for CREATE deletes the entity, for UPDATE /
    COMPLETE reverts to pre_image, for DELETE cancels the delete request)
  - edit-instead path: new <entity>_approval_edited_by_requester

Frontend — shared withdraw warning modal
- frontend/src/client/components/withdraw-warning-modal.ts
  - Built on the unified openModal() primitive (t-paliad-217 Slice A)
  - Primary CTA "Termin bearbeiten" highlights the non-destructive path
  - Secondary defaults to "Abbrechen" (handled by openModal)
  - Destructive button "Endgültig zurückziehen und löschen" lives inside
    the body (red, separated by a dashed border) so the safe path stays
    visually primary in the footer
  - Copy adapts per lifecycle:
    CREATE   → "Wenn Sie zurückziehen, wird die Frist/der Termin gelöscht."
    UPDATE   → "Ihre vorgeschlagenen Änderungen werden verworfen."
    DELETE   → "Der Eintrag bleibt bestehen."

Frontend — wiring on both detail pages
- deadlines-detail.ts + appointments-detail.ts:
  - Replace confirm() in withdraw flow with openWithdrawWarningModal()
  - Edit path: set module-level pendingEditMode = true + enter edit mode
    (override existing pending-state freeze on appointments; expose
    enterEdit() via late-bound pendingEnterEdit on deadlines)
  - Save handler in pendingEditMode routes to /edit-entity instead of
    PATCH /api/<entity>/{id} (which still 409s on pending state)
  - Destructive Withdraw path: existing /revoke endpoint unchanged
  - For CREATE-lifecycle revokes the entity is gone — bounce to the
    /events list instead of trying to re-fetch (was reload() before)

i18n: +14 keys DE+EN under approvals.withdraw.* (modal title, primary,
destructive, cancel, lead.create.{deadline,appointment}, lead.update,
lead.delete, sub.create, sub.update, sub.delete)

CSS: .withdraw-warning-body + .withdraw-warning-{intro,sub,
destructive-row,destructive-btn} — lime-tint sibling palette consistent
with the existing form-hint pattern; destructive button uses .btn-danger.

Build hygiene:
- go build + go vet + go test ./internal/... clean
- frontend bun run build clean (2807 keys, +14 new, scan clean)

Files of note:
- internal/services/approval_service.go (EditPendingEntity + sortedKeys
  helper; maps.Copy for the payload merge)
- internal/handlers/approvals.go (handleEditPendingEntity)
- internal/handlers/handlers.go (route registration)
- frontend/src/client/components/withdraw-warning-modal.ts (new shared
  component)
- frontend/src/client/deadlines-detail.ts (initWithdraw rewrite + Save
  pending-edit branch)
- frontend/src/client/appointments-detail.ts (withdrawAppointmentRequest
  rewrite + Save pending-edit branch + form-freeze respects
  pendingEditMode)

Out of scope (intentionally):
- Reopening already-deleted approval requests (the destructive path
  stays final).
- Approval-request analytics / metrics.
- Notifying the original approval-requester via channel.
2026-05-25 14:24:55 +02:00
mAi
cdd3747c2b Merge: t-paliad-250 — Browse-a-proceeding side+appellant selectors + 'appealable decision' trigger label (m/paliad#81) 2026-05-25 14:00:02 +02:00
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
5df87f4129 fix(submissions): t-paliad-253 — /generate runs the merge engine
The "Generieren" button on the project Schriftsätze tab posts to
/api/projects/{id}/submissions/{code}/generate. Pre-fix that handler
called `fetchHLPatentsStyleBytes` unconditionally and streamed the
result after a format-only .dotm→.docx convert — it never touched
`submissionTemplateRegistry` (added in t-paliad-241 for the draft
editor) and never ran the SubmissionRenderer merge. m's report on
m/paliad#84 ("the document generator still has no variables in the
template") was the lawyer-facing manifestation: HL Patents Style has
no {{…}} placeholders, so the downloaded .docx had nothing to
substitute and looked like a generic firm-style fixture.

The "Bearbeiten" path (/projects/{id}/submissions/{code}/draft) was
unaffected — it uses `resolveSubmissionTemplate` + the renderer
already, which is why the editor preview shows the 48 placeholders
resolved correctly. Only the one-click /generate side missed the
wire-up.

Fix:

- `internal/services/submission_draft_service.go` — add
  `RenderProjectSubmission(ctx, userID, projectID, submissionCode,
  templateBytes)` that wraps `vars.Build` + `renderer.Render` for the
  no-saved-draft path. Returns the merged bytes plus the resolved
  SubmissionVarsResult (rule, project, user, lang) so the handler can
  derive filename + audit metadata without a second DB round-trip.

- `internal/handlers/submissions.go` — rewrite
  `handleGenerateProjectSubmission` to resolve the template via
  `resolveSubmissionTemplate` (per-firm slug → HL Patents Style
  fallback, same as the editor draft) and run the new service method.
  Visibility / rule-not-found semantics route through
  `SubmissionVarsService` errors so the gate behavior matches every
  other project endpoint. Removed `loadPublishedRuleByCode` and
  `errRuleNotFound` — both were only used by the old handler.

- `scripts/gen-demo-submission-template/main.go` + the regenerated
  `de.inf.lg.erwidg.docx` on mWorkRepo (HL/mWorkRepo @ 3e3e828f) now
  exercise the bare `{{today}}` alias too. The demo template covers
  every one of the 48 keys SubmissionVarsService can resolve (firm 2,
  today 4, user 3, project 18, parties 6, rule 8, deadline 7).

The renderer is a no-op on placeholder substitution when the
fallback HL Patents Style is fetched (it has none) — but it still
runs the .dotm→.docx pre-pass via `ConvertDotmToDocx`, so the
non-per-firm code path streams a byte-for-byte equivalent download.

Build + vet + tests clean (go test ./internal/...; bun run build).
2026-05-25 13:51:45 +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
436c1b41bb feat(submissions): t-paliad-240 — Schriftsätze sidebar + global drafts index
Add a top-level Schriftsätze entry under the Werkzeuge sidebar group
plus a new /submissions page that lists every draft the caller owns
across visible projects. Each row links to the per-project editor at
/projects/{id}/submissions/{code}/draft/{draft_id}.

Backend: SubmissionDraftService.ListAllForUser joins paliad.submission_drafts
with paliad.projects, gated by paliad.can_see_project for visibility. New
GET /api/user/submission-drafts endpoint exposes the rows; the page route
GET /submissions is gateOnboarded'd alongside the other project surfaces.

Frontend: submissions-index.tsx renders an entity-table; submissions-index.ts
hydrates from /api/user/submission-drafts and wires the row-click contract
(skip clicks on inner a/button). DE primary, EN secondary i18n.
2026-05-23 01:29:56 +02:00
mAi
2c5f85b802 Merge: t-paliad-238 Slice A — dedicated Submissions draft editor + merge engine 2026-05-23 00:06:50 +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
3ff1b23238 fix(timeline): t-paliad-237 — anchor lookup must traverse linked proceedings
On a CCR sub-project the SmartTimeline renders the parent inf project's
rules in the parent_context lane (correct — the CCR depends on the inf
schedule). Clicking "Datum setzen" on those rows bubbled up as a
generic "Konnte das Datum nicht setzen." because RecordAnchor only
looked up the rule under the CCR's own proceeding_type_id; for an
inf rule like upc.inf.cfi.soc that returned sql.ErrNoRows and dropped
into the catch-all error.

The anchor handler now mirrors the read view's broader rule scope: on
sql.ErrNoRows for a CCR project, we retry the lookup against the
parent project's proceeding_type_id. If the rule is found there, we
reject with a new CrossProceedingAnchorError carrying the parent
project's id + title so the frontend can render a clear DE/EN message
and a clickable link back to the parent ("anchor it on the
infringement proceeding, not the counterclaim"). We deliberately do
NOT auto-route the write across projects — that would silently mutate
the inf project's actuals and is out of scope per the brief.

Genuine "unknown submission_code" failures still surface as
ErrInvalidInput; the predecessor_missing 409 path keeps its existing
shape (the two errors discriminate on the response's `error` field).

Adds a Live-DB integration test that seeds an inf-only rule + a CCR
under a real inf project and verifies all three paths: CCR rejects
cross-proceeding, parent inf project accepts the same code, unknown
codes still report unknown_submission_code.
2026-05-22 23:43:15 +02:00
mAi
903225b593 Merge: tesla — dashboard widget size clamp on read + write 2026-05-22 15:53:59 +02:00
mAi
4cd2f05d33 fix(dashboard): t-paliad-238 — hidden widgets render at proper size in edit mode
Symptom (m, 2026-05-22): "super slim columns which I can move but not
resize - and they seem greyed out." Hidden widgets in edit mode were
rendering as 1×1 slivers because applyLayout left their inline grid-
column empty — placeWidgets skipped non-visible entries entirely, so
CSS Grid auto-flowed them into the next free cell at 1/12th width.
The greyed-out + no-resize-handle parts were correct UX signalling
that the widget is hidden; the slim rendering was the bug.

Fix:
- placeWidgets() gains a {includeHidden} option. When true, a second
  pass places hidden widgets after the visible pass — collision-aware
  + cursor-aware so the hidden tray stacks below the active layout
  without ever displacing a visible widget. applyLayout() passes
  includeHidden:true in edit mode.
- materializePositions() keeps the default (hidden widgets retain
  their stored coordinates so un-hiding restores them in place).

Server-side recovery (belt-and-braces):
- SanitizeForRead now also clamps each widget's W/H/X against the
  catalog Min/Max + grid bounds on load. Stale rows with W below MinW
  (or above MaxW, or X+W overflowing the grid) heal on the next
  /api/me/dashboard-layout GET and the cleaned spec is persisted
  back. W=0 stays 0 (auto/default sentinel — the placer expands it).
- The validator stays strict on write; the read-path sanitiser only
  exists to recover users who got into a bad state under the old
  rules.

Tests:
- bun: 4 new cases in dashboard-grid.test.ts pin includeHidden
  behaviour (hidden skipped by default, two-pass ordering, multi-
  hidden, no-overlap invariant).
- go: 7 sub-tests in dashboard_layout_spec_test.go cover each
  SanitizeForRead clamp (MinW, MaxW, grid-width, MaxH, X+W overflow,
  W=0 sentinel, negative X) plus a round-trip Validate guarantee.
2026-05-22 15:53:19 +02:00
mAi
65308651dd fix(projects): three project-detail page hotfixes
m hit a cluster of three bugs on /projects/{id}/submissions:

1. 500 on /api/projects/{id}/partner-units — DerivationService.AttachedUnit
   scanned derive_unit_roles (text[]) into a plain []string. sqlx returns
   []uint8 for array columns without an adapter. Swap to pq.StringArray
   (same shape as the other array-scanned types in the codebase).

2. 404 on /projects/{id}/submissions — every other project-tab path
   (history, deadlines, team, checklists, …) is registered in handlers.go
   routing all to handleProjectsDetailPage so deep links work, but the
   submissions tab added in t-paliad-230 never got the matching route.
   Result: m navigates to the share-able URL and gets the 404 chrome.
   Add the missing route entry.

3. Create / update project rejected by projekte_client_number_check —
   the CHECK is `client_number IS NULL OR matches '^[0-9]{6}$'`, but the
   form sends empty string "" for an unset field. The Create path passed
   `*input.ClientNumber` raw; the Update path's appendSetSkippable did
   the same. Both now route through a new nullableTrimmed helper that
   coerces empty/whitespace to nil → SQL NULL → constraint accepts.
   matter_number gets the same treatment for symmetry.

Verified the SQL by EXPLAIN against the live DB on the today-filter
hotfix (becf4f0). These three fixes only change Go-side type / nil-
coercion, so no SQL-syntax exposure.
2026-05-22 15:48:47 +02:00
mAi
becf4f0ce3 hotfix(deadlines): use date(completed_at) not ::date — sqlx named-param bug
Production down (Termin/Fristen list returning 503) since 13:28 UTC on
my own 6c40823 deploy:

  ERROR service: prepare list deadlines:
  pq: syntax error at or near ":" at position 24:68 (42601)

Root cause: sqlx's named-parameter parser scans for `:identifier`
tokens and rewrites them into positional placeholders. The Postgres
cast operator `::` is two consecutive `:`. So `completed_at::date`
gets read as `completed_at:` + `:date` placeholder; the parser strips
the cast and leaves a bare `:` next to `date`, which Postgres rejects.

Same query rewritten with the function form `date(completed_at)`
avoids the lexer collision. Verified against the live DB via EXPLAIN
before pushing.

Lesson for future: tests in internal/services/ don't exercise the SQL
path because there's no DB fixture in the service-layer unit tests.
EXPLAIN-against-live or a real DB integration test is the only way to
catch this kind of SQL regression. Filing as architecture follow-up.
2026-05-22 15:29:15 +02:00
mAi
924dbd9768 Merge branch 'mai/knuth/coder-paliadin-chat' 2026-05-22 15:19:32 +02:00
mAi
007ebc2794 fix(deadlines): "Heute" filter retains deadlines completed today
m's 2026-05-22 observation: checking off a deadline on the Heute view
made it disappear immediately — no sense of progress, no record that
the day's work is getting done.

Root cause: filterDeadlines was filtering on `status = 'pending'` even
for the Heute bucket. The bucket should be a date-scoped view of the
day's deadlines, not a pending-only queue.

Fix: include items where `due_date = today` AND either still pending
OR completed today (`completed_at::date = :today`). Items completed on
earlier dates still drop out — the bucket stays "today's work" rather
than "everything that was ever due today".

Frontend already renders completed deadlines as strikethrough/green
via `frist-urgency-done` (see frontend/src/client/events.ts:254), so
no client change needed.

Dashboard counter (`SELECT … COUNT(*) FILTER WHERE status='pending'`)
intentionally unchanged — keeps the lime card a "remaining to do"
indicator, like an unread-mail badge.
2026-05-22 15:18:59 +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
17d149c09e hotfix(paliadin): ship user_id on /chat/turn (aichat tenant-DB requirement)
m reported "ai chat seems not to be wired anymore" + the frontend
showed "Verbindung verloren. Antwort wird nachgereicht…".

Root cause: aichat on mRiver added a tenant-DB layer that demands
`user_id` on every /chat/turn request:

  {"error":{"code":"bad_request",
            "message":"user_id is required when a tenant DB is
                       configured","retryable":false}}

aichat itself is healthy (/chat/health 200, paliadin session ok:true,
last successful turn was ~2.6h ago). The paliad side built and shipped
an aichatTurnRequest without user_id, so every turn since the tenant-DB
flip 400s; paliad's SSE relay receives no upstream data and closes
empty, producing the user-visible "Verbindung verloren".

Fix: add UserID to aichatTurnRequest (json: user_id, mandatory now),
populate from req.UserID.String() at the call site. The userID was
already in scope (used for JWT mint + username lookup); the struct just
wasn't shipping it.

Regression test in TestRunTurn_HappyPath_ViaCallHTTP asserts
captured.UserID == request UUID so a future struct edit that drops the
field fails CI instead of production.
2026-05-21 21:21:32 +02:00
mAi
da8389b6e3 feat(projects): t-paliad-232 Verfahrenstyp picker + Schriftsätze CTA
Two-part fix from m's 2026-05-21 finding that the Schriftsätze tab
told users "Bitte zuerst einen Verfahrenstyp setzen" while the
project form had no field to set it. The `proceeding_type_id`
column was already on `paliad.projects` and accepted by the API.

  Part 1 — Verfahrenstyp picker on the case-fields block

    * frontend/src/components/ProjectFormFields.tsx — new optional
      <select id="project-proceeding-type-id"> rendered between
      Aktenzeichen and Mandantenrolle inside the type=case block.
      First option is "(nicht gesetzt)" / "(unset)".
    * frontend/src/client/project-form.ts — shared
      loadProceedingTypes() + populateProceedingTypeSelect()
      helpers. Options sorted by `code` (de.* → dpma.* → epa.* →
      upc.*). readPayload sends `proceeding_type_id` only when the
      user picked a value; prefillForm restores the saved id via
      dataset.preselect to survive the async populate race.
    * frontend/src/client/projects-new.ts — kicks off populate on
      DOMContentLoaded.
    * frontend/src/client/projects-detail.ts — edit-modal preload
      now awaits populate; the local loadProceedingTypes duplicate
      (used by the counterclaim modal) is replaced by the shared
      helper so both surfaces hit the same cache.

  Part 2 — Actionable empty-state on the Schriftsätze tab

    * frontend/src/projects-detail.tsx — the static <p> empty-state
      becomes a div with a "Projekt bearbeiten" button.
    * frontend/src/client/projects-detail.ts — openEditModal now
      accepts an optional focusFieldID; the new
      #project-submissions-edit-cta click handler calls it with
      "project-proceeding-type-id" so the picker is scrolled into
      view and focused right after the modal opens.

  i18n: new keys projects.field.proceeding_type{,.unset,.hint} and
  projects.detail.submissions.empty.no_proceeding.cta; reworded
  no_proceeding copy to match the new "edit the project" CTA.

  Backend already validates via validateProceedingTypeCategory
  (mig 087/088 fristenrechner-category guard). Added
  TestProjectService_CaseProceedingTypePicker exercising both the
  happy and reject paths through a `case`-typed Create.

Manual test path: open any case project → Edit → the Verfahrenstyp
picker shows below Aktenzeichen → save → the Schriftsätze tab now
lists the submission codes. Clicking the empty-state CTA jumps
straight to the picker.
2026-05-21 15:45:19 +02:00
mAi
d86cac0b53 feat(submissions): t-paliad-230 format-only .dotm→.docx convert
m's 2026-05-21 scope reduction of the t-paliad-215 submission generator:
ship a demo that hands the lawyer the firm style template as a clean
.docx. No variable-merge engine, no per-submission template registry,
no fallback chain — the merge slice is deferred to a future task.

Replaces the previous engine (template registry + variable bag +
{{placeholder}} renderer + dual project_events/documents writes) with:

* services.ConvertDotmToDocx — single-function .dotm/.docm/.dotx → .docx
  format converter that strips word/vbaProject.bin, word/vbaData.xml,
  word/customizations.xml, and word/_rels/vbaProject.bin.rels, rewrites
  [Content_Types].xml (demotes the macro/template main type to plain
  docx, drops the .bin Default Extension and the macro Overrides), and
  rewrites word/_rels/document.xml.rels to drop the vbaProject +
  keyMapCustomizations relationships. Idempotent on a plain .docx.
  archive/zip + regex stdlib only — no new third-party dependencies.

* handlers/submissions.go — POST /api/projects/{id}/submissions/{code}
  /generate fetches the cached HL Patents Style .dotm (via a new
  fetchHLPatentsStyleBytes accessor on files.go that shares the same
  cache as /files/{slug}), converts, writes one paliad.system_audit_log
  row (event_type='submission.generated', metadata={submission_code,
  rule_name, filename}), and streams the .docx as an attachment. GET
  /api/projects/{id}/submissions still lists filing rules but
  has_template is unconditionally true (one universal template).

* Filename per design §7: {rule.name}-{project.case_number}-{YYYY-MM-DD}
  .docx, with Umlauts ASCII-folded and slashes → underscores.

Drops services/submission_templates.go, services/submission_vars.go,
and the wiring in cmd/server/main.go + handlers/handlers.go that bound
them together. Frontend client switched to POST.

Verified the converter against the real HL Patents Style.dotm (361 KB
input → 243 KB output, 46 parts in output zip):

  unzip -tq /tmp/hl-patents-style.converted.docx   → No errors
  python3 -c "import zipfile, xml.etree.ElementTree as ET; \
              z=zipfile.ZipFile('/tmp/hl-patents-style.converted.docx'); \
              [ET.fromstring(z.read(p)) for p in z.namelist() if p.endswith('.xml')]"
  uv run --with python-docx python3 -c "import docx; \
              d=docx.Document('/tmp/hl-patents-style.converted.docx'); \
              print(len(d.paragraphs), 'paragraphs', len(d.styles), 'styles')"
              → 236 paragraphs, 168 styles, 1 section

All assertions passed: every Override in [Content_Types].xml resolves
to a real part, every internal Target in document.xml.rels resolves,
zero macro-related residue, and the document body + styles + theme
survive untouched.

go test -run TestBootSmoke ./cmd/server/... clean (route additions
register without conflict on the Go ServeMux).
2026-05-21 15:23:24 +02:00
mAi
47b869dddf hotfix(projects): drop ltree operators on text path — production outage
Production-down: project tree returned the
"Projektverwaltung zurzeit nicht verfügbar" message because every
PopulateProjectCodes call raised:

  ERROR service: populate project codes: bulk fetch:
  pq: operator does not exist: text @> text at position 13:38 (42883)

Root cause: paliad.projects.path is stored as TEXT (dot-separated
UUIDs), not as the ltree extension type. The rest of the codebase
treats it accordingly — can_see_project uses
string_to_array(path, '.')::uuid[]; export_service.go uses LIKE
patterns; export_service.go even spells it out:
"Subtree-aware queries via paliad.projects.path (ltree as text)."

The new project-code helper (t-paliad-222 / m/paliad#50) was the only
caller using ltree operators (@>, nlevel) against this text column.
Postgres correctly rejected text @> text — no such operator exists.

Fix: rewrite both queries (BuildProjectCode + PopulateProjectCodes) to
walk ancestors via string_to_array(path, '.')::uuid[], consistent with
the existing visibility predicate. Ordering uses array_position
instead of nlevel. Query shape validated against the live DB.

Pure-function tests (assemble + segment) untouched and passing. The
gap that let this ship: no integration test exercises the actual SQL
— it only tests the pure assembler. Filing a follow-up issue for a
real-DB regression test.
2026-05-21 14:52:50 +02:00
mAi
f8245a06a6 fix(dashboard): t-paliad-227 — rebuild edit mode on a single 12-col grid (m/paliad#69)
Three issues from Slice B were entangled in the same root cause:

1. **Drag/drop reorder only swapped the first two same-size widgets.**
   Widgets lived in two parents (.container + .dashboard-columns); the
   old applyLayout used parent.appendChild per widget which physically
   moved every .container widget to the END of .container — past the
   .dashboard-columns row, edit-footer, and save-toast. Only the two
   columns inside .dashboard-columns swapped visibly because they
   shared a parent. Cross-row drags appeared to silently no-op.

2. **No resize affordance** — the design's per-widget sizing existed
   only on paper.

3. **Per-widget options were thin** — count + horizon dropdowns only.

This change rebuilds the whole layout primitive on a single 12-column
CSS grid:

Backend (internal/services/):
- DashboardWidgetRef gains x/y/w/h grid coordinates. Validator clamps
  against catalog MinW/MaxW/MinH/MaxH and rejects x+w > 12.
- WidgetDef gains DefaultW/H + MinW/MaxW/MinH/MaxH for the resize clamps.
- WidgetSettingsSchema gains Views ([{id,label_de,label_en}]), CountMax,
  HorizonMax. Validator accepts free-form ints inside [1,CountMax] in
  addition to dropdown presets, plus view-id against schema.
- WidgetCatalog wires views for upcoming-deadlines/-appointments (list,
  calendar), inline-agenda (timeline, list), recent-activity (full,
  compact), plus default sizes per widget.
- FactoryDefaultLayout greedy-packs visible widgets onto the grid,
  tracking row-max height so taller previous neighbours never overlap.

Frontend:
- dashboard.tsx: every widget moved into a single .dashboard-grid
  wrapper; matter-summary converted to a CollapsibleSection so it
  participates in the grid like everything else.
- applyLayout rewritten — never moves DOM nodes; writes inline
  grid-column / grid-row from computed placements. computePlacements
  trusts explicit positions and auto-flows the rest with the same
  rowMaxH-aware packer the backend uses.
- reorderViaDnd swaps (x, y) instead of array order; layout re-sorted
  by (y, x) so the persisted array matches visual order.
- Resize handles in edit mode: bottom-right pointer-drag, cellW/cellH
  derived from live grid metrics, snaps to grid + clamps to schema,
  autosaves on pointerup. Native HTML5 DnD suppressed during resize.
- afterLayoutMutation now materialises every visible widget's
  (x,y,w,h) so the spec stays self-describing — no mixed
  explicit/auto-flow on next render.
- Gear popover expanded: view segmented control, custom count/horizon
  numeric inputs alongside preset dropdowns, size (W/H) + position
  (X/Y) spinners. Every visible widget gets a gear in edit mode.
- View-aware renderers:
  - upcoming-deadlines / -appointments: list (default) or mini-month
    calendar with item dots.
  - inline-agenda: timeline (default) or flat list.
  - recent-activity: full (default) or compact (one-line per row).

CSS:
- .dashboard-grid (12 cols, dense auto-flow); collapses to single
  stack on narrow viewports.
- .dashboard-widget__resize handle (bottom-right diagonal stripes).
- .dashboard-widget__view-group segmented control.
- .dashboard-cal-* mini-calendar.
- .dashboard-activity-list--compact one-line variant.
- Grid items get card chrome via .dashboard-grid > .dashboard-section.

Tests:
- New: AcceptsCustomCountWithinMax, AcceptsValidView,
  RejectsUnknownView, RejectsViewOnNoViewWidget, GridPosition,
  GridSizeOutsideClamps, NoOverlap (greedy packer regression),
  AssignsPositions.
- Updated: BadSettings now asserts a value above CountMax (free-form
  values inside [1,CountMax] are valid; presets stay valid too).

Backwards-compatible: a stored layout without x/y/w/h still loads — the
client's auto-flow placer puts widgets into a clean single column until
the user customises. The first drag / resize / settings tweak
materialises all positions so subsequent renders are deterministic.
2026-05-21 09:54:23 +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
3d3a4fa36d feat(team-admin): t-paliad-223 Slice B — Add User via Supabase Admin API
#49 — adds a third "Konto direkt anlegen" path on /admin/team alongside
"Onboard existing" and "Invite colleague". Creates both auth.users (via
Supabase Admin API) and paliad.users in one click; new user is visible in
dropdowns immediately and receives a paliad-branded magic-link email.

- internal/services/supabase_admin.go: new SupabaseAdminClient — thin net/http shim. 3 methods (CreateAuthUser, GenerateRecoveryLink, DeleteAuthUser). 10s timeout. ErrSupabaseAdminUnavailable when key unset, ErrSupabaseEmailExists when 422-with-"already" returned. apikey + Bearer headers on every call. Sentinel errors for handler mapping.
- internal/services/supabase_admin_test.go: 5 tests pin wire-shape (disabled mode, happy-path POST + headers + body, email-exists mapping, both action-link response shapes, DELETE-by-id route).
- internal/services/user_service.go: UserService grows optional supabase + mail + baseURL dependencies via SetAddUserDeps. AdminCreateFullInput (email/display_name/office/job_title/profession/lang/send_welcome_mail + inviter fields). AdminCreateUserFull validates input → calls supabase.CreateAuthUser → inserts paliad.users (best-effort DeleteAuthUser rollback on insert fail) → writes paliad.system_audit_log row (event_type='user.added_by_admin') → sends welcome mail with magic-link (best-effort).
- internal/templates/email/add_user_welcome.{de,en}.html: new template with magic-link CTA + base-URL fallback + firm-name placeholder. Editable through the existing /admin/email-templates editor (admin-overridable via DB).
- internal/services/email_template_*.go: register 'add_user_welcome' as a fourth canonical key, defaultSubjects entry, sample data, variable contract (6 vars).
- internal/services/mail_service_test.go: TestRenderTemplateAddUserWelcome pins both langs render with magic-link + firm + matching subject.
- internal/handlers/admin_users.go: handleAdminCreateFullUser POST /api/admin/users/full. Fills inviter fields from auth.uid() server-side (never trusts the request body). Error map: 503 (unavailable), 409 (email exists / already onboarded), 400 (invalid input), 403 (domain not on whitelist), 500 (other).
- internal/handlers/handlers.go: route registered behind adminGate.
- cmd/server/main.go: LoadSupabaseAdminClient + users.SetAddUserDeps + boot-log line so the deployer knows whether the path is active.
- frontend/src/admin-team.tsx: "Konto direkt anlegen" button + admin-add-full-modal with email/name/office/profession/job_title/lang fields + send-welcome checkbox (default on).
- frontend/src/client/admin-team.ts: initAddFullModal — POST to /api/admin/users/full, inline error handling for 503 / 409 / generic, optimistic insert into users[] on success, name auto-fills from email local-part on blur.
- i18n: +20 keys (admin.team.add.full + admin.team.add_full.*) × DE + EN.

Design picks honoured: Supabase Admin API path (Q1), welcome email default on (Q2), two-step with best-effort rollback (Q3), job_title default 'Associate' (Q4), profession default 'associate' (Q5). Trade-off #3 from §6 (privileged credential broadens trust surface) accepted by m via head.

go build && go test -short ./internal/... + bun run build all green.
2026-05-20 15:19:48 +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
ea9823db80 fix(verfahrensablauf): m/paliad#58 — UPC CCR roadmap (EN label + spawn-as-standalone)
m's 2026-05-20 14:08 reports on /tools/verfahrensablauf:

  1. "There seems to be a lacking english term here" — picking
     UPC CCR shows "Trigger event: Widerklage auf Nichtigkeit" on EN.
  2. "Nothing shows in the roadmap" — the timeline is empty because
     upc.ccr.cfi has no native rules (it's an illustrative peer that
     normally runs as a sub-track of upc.inf.cfi with with_ccr).

Root cause for (1): UIResponse.proceedingName was DE-only. When a
proceeding had no root rule the frontend fell back to that field, so
EN users saw the DE label. The DB already has bilingual names; this
was pure plumbing.

Root cause for (2): the upc.ccr.cfi proceeding-type row exists for
the picker (mig 096) but ResolveCounterclaimRouting — the helper
that maps it to upc.inf.cfi with the with_ccr flag — was defined
but never called. Calculate queried rules directly off upc.ccr.cfi
and got an empty list.

Fix:

  * Add ProceedingNameEN, ContextualNote, ContextualNoteEN to
    UIResponse. Frontend triggerEventLabelFor now consults the EN
    name on EN, falling back to DE only if the EN field is empty.
  * New SubTrackRouting registry in proceeding_mapping.go and a
    LookupSubTrackRouting lookup — single source of truth for the
    "this proceeding has no native rules, route to a parent with
    flags + show a contextual note" pattern. Today's only entry is
    upc.ccr.cfi → upc.inf.cfi + with_ccr; the pattern generalises
    to other sub-tracks via data-only additions.
  * Calculate consults the registry at the top: when a hit, the
    proceeding type is re-resolved to the parent for rule lookup, the
    default flags are merged into the user's flag set (user flags win
    on conflict), and the response identity (Code/Name/NameEN) stays
    on the user-picked proceeding so the page header still reads
    "Counterclaim for Revocation". The bilingual note surfaces in
    ContextualNote{,EN}.
  * Frontend renderResults paints a lime-accent banner above the
    timeline body when the response carries a note
    (.timeline-context-note). escHtml already exported from
    views/verfahrensablauf-core — imported here for the banner.

No DB migration: SELECTs against paliad.proceeding_types,
paliad.deadline_rules, and paliad.trigger_events confirm every
active row already has a non-empty name_en / name. The bug was
the API + frontend never reading the EN columns through the
proceedingName fallback path.

Tests: TestSubTrackRoutings pins the registry shape (every entry
has matching key/value, non-empty parent+flags, bilingual notes;
CCR's exact shape is asserted; non-sub-tracks miss). The existing
TestResolveCounterclaimRouting continues to pass because the
helper now consults the registry but the CCR semantics are
unchanged.
2026-05-20 14:53:22 +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
072b3d0c3d fix(events): drop broken 'From Today' appointment filter; default to today
m/paliad#54 (t-paliad-221) — fix 92780cf added a status=upcoming option
for appointments and made it the default, but DeadlineFilterUpcoming
only narrowed deadlines. The appointment query had no matching case, so
the bucket fell through to the unfiltered path and past events leaked
into "Ab heute" / "From today".

- Drop the 'upcoming' option from STATUS_OPTIONS_APPOINTMENT — confusing
  label that never delivered.
- Default appointments to the 'today' bucket (matches the dashboard
  tile; sane lawyer-relevant view).
- Keep 'Alle (auch vergangene)' as the explicit opt-in at the bottom
  of the list.
- Defensive backend fix: map DeadlineFilterUpcoming to start_at >= today
  in bucketAppointmentWindow so any persisted ?status=upcoming bookmarks
  stop leaking past events.
2026-05-20 14:43:42 +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
15bcba5d7c feat(dashboard): t-paliad-219 Slice A3 — widen windows + add InboxSummary
Two changes to DashboardService for the configurable dashboard:

1) Widen upcoming windows from 7d/LIMIT 10 → 60d/LIMIT 40 for both
   loadUpcomingDeadlines and loadUpcomingAppointments. Per design §18
   Note B, the per-widget horizon dropdown (7/14/30/60 days) filters
   client-side from a single payload — server-side widening preserves
   the Q4 "one big payload" pick without forcing per-widget endpoints.
   Existing tests pass: the dashboard CTE bucket math is unchanged and
   the wider rows-list is a superset of what /api/dashboard returned
   before.

2) Add InboxSummary { pending_count, top: []InboxEntry } to DashboardData
   for the new inbox-approvals widget (Q3 expansion). Powered by
   ApprovalService.PendingCountForUser + ListPendingForApprover with
   Limit=InboxTopCap (10). InboxEntry is the minimum needed to render
   a clickable preview line: request id, entity_type/title, project,
   requester, requested_at.

   ApprovalService is wired post-construction via
   DashboardService.SetApprovalService to avoid a circular constructor
   dependency. When unwired (knowledge-platform-only deployments,
   tests), loadInboxSummary is a no-op and the widget renders its
   empty state.

3 new pure-function tests: nil-approvals no-op, SetApprovalService
wiring, InboxTopCap sanity.

go build + go vet + go test ./internal/... -short all clean.
2026-05-20 13:55:56 +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
1fcfab7791 feat(caldav): Slice 2b write APIs + picker UI (t-paliad-212)
User-visible Slice 2 milestone: the /einstellungen/caldav Kalender
section now lets a user pin multiple calendars to Paliad via a
single-step add modal (Q3 of the Slice 2 brief). m greenlit
"all yes / all R" on 2026-05-20, so this lands with: synchronous
first-push on POST (Q5), lazy cleanup on PATCH scope change (Q6),
5-minute server-side cache on /api/caldav-discover (Q4),
calendar_path retained-but-deprecated (Q7).

Backend
- CalDAVService.PushBindingNow — runs one push pass for a single
  binding synchronously; called from POST /api/caldav-bindings so
  the modal closes with events already landed.
- CalDAVService.RemoveBinding — best-effort remote-event DELETE +
  binding row drop (§2.6 of brief). On partial remote failure,
  the binding is disabled instead of dropped and the handler
  surfaces 202 Accepted.
- CalDAVService.EnsureLoop — spawns the per-user sync goroutine
  for users who didn't have one before this request.
- CalDAVService.DiscoverCalendars — walks current-user-principal
  → calendar-home-set → child PROPFIND (RFC 6764 §6 / RFC 6638
  §10). Cached 5 minutes per user; invalidated on SaveConfig /
  DeleteConfig.
- caldav_client.go gains DiscoverCalendars + propfindHrefs +
  listCalendars + supporting multistatus types. VEVENT-only
  filter skips iCloud reminder lists / addr books.

HTTP API
- POST /api/caldav-bindings — create binding + sync first-push;
  201 with binding + initial_pushed count, or 201 with
  initial_sync_error when the push fails after binding creation.
- PATCH /api/caldav-bindings/{id} — partial update.
- DELETE /api/caldav-bindings/{id} — calls RemoveBinding;
  responds 204 (full cleanup) or 202 (partial — binding disabled
  for next-tick retry).
- GET /api/caldav-discover — returns {calendars, calendar_home}
  for the picker.

Frontend
- /einstellungen/caldav Kalender section: list of binding cards
  with enabled toggle / Edit / Remove. "+ Kalender hinzufügen"
  opens the single-step modal.
- Single-step add modal: source picker (discovery dropdown or
  custom URL toggle) + scope radio (all_visible / personal_only
  / project + project picker) + display name. Edit mode reuses
  the modal with the source field hidden.
- 32 new i18n keys under caldav.bindings.* (DE primary, EN
  parallel) covering modal copy, card actions, error messages,
  delete-confirm, scope labels.

Verification
- Live Supabase BEGIN..ROLLBACK: full CRUD flow exercised
  (create → patch display_name → patch scope → second
  all_visible after the first scope-shifts → delete);
  the partial unique index frees correctly when scope moves
  off all_visible, no race or constraint surprise.
- go build ./... + go test ./internal/... + bun run build all
  clean.
2026-05-20 13:18:00 +02:00
mAi
f0b08e9d06 feat(approvals): t-paliad-217 Slice B — counter_payload allowlist expansion
m's t-paliad-217 Q1 lock-in (2026-05-20): the suggest-changes modal lets
the approver edit EVERY field on the underlying deadline / appointment,
not just the date allowlist that triggers approval. Server-side support
for the wider counter shape:

  - buildCounterSetClauses (new) — the counter-allowlist:
      deadline:    title, due_date, original_due_date, warning_date,
                   description, notes, rule_code (event_type_ids handled
                   separately via junction-table rewrite).
      appointment: title, start_at, end_at, description, location,
                   appointment_type.
  - buildRevertSetClauses (existing) stays narrow — Reject only restores
    what pre_image actually contains (defence-in-depth: a hostile UPDATE
    on the request row must not let arbitrary fields be reverted, and
    pre_image is server-written so what's in there is what we trust).
  - rewriteDeadlineEventTypes — junction-table DELETE+INSERT for the
    deadline_event_types m-to-m when counter_payload carries
    event_type_ids. Runs in the same tx as the entity UPDATE.
  - applyEntityUpdate — switched from buildRevertSetClauses to
    buildCounterSetClauses; gained the event_type_ids branch for
    deadlines.
  - SuggestChanges no-op validator — now uses buildCounterSetClauses
    so the wider field set counts as "differs".
  - title is treated as NOT NULL — whitespace-only counter title
    surfaces ErrSuggestionRequiresChange (defence-in-depth against the
    column's own NOT NULL CHECK).

Tests:
  - TestApprovalService_SuggestChanges_TitleOnlyCounter — title diff
    succeeds; entity title updates.
  - TestApprovalService_SuggestChanges_NotesOnlyCounter — notes diff
    succeeds; entity notes column populates.
  - TestApprovalService_SuggestChanges_EmptyTitleRejected — whitespace-
    only title rejected with ErrSuggestionRequiresChange.

No DB migration needed (counter_payload jsonb already accepts arbitrary
shape; the change is in the column-allowlist switch on read).
2026-05-20 13:05:59 +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
8f1f88b517 feat(export): t-paliad-214 Slice 2 backend — project-subtree sync export
Adds GET /api/projects/{id}/export?direct_only=0|1 streaming a
deterministic project-subtree bundle in the same xlsx + JSON + per-sheet
CSV shape as Slice 1's personal export. 16 entity sheets per design §2:
projects + project_teams + project_partner_units + deadlines +
appointments + parties + notes (4-way polymorphism resolved) + documents
(metadata only) + project_events + approval_requests + approval_policies
(triple-source attribution with `source` column for Q4 lock-in) +
checklist_instances + partner_units (attached only) +
partner_unit_members (members of attached units only) + users_referenced
(FK-referenced users only) + system_audit_log_subset. Personal sidecars
explicitly excluded; reference sheets (proceeding_types, event_types,
deadline_rules, courts, …) ship for standalone interpretability.

§4 permission gate enforced server-side:
  - global_admin can export anything, OR
  - direct project_teams membership with responsibility ∈ {lead, member}
  - Observers + Externals + derived-only partner-unit users → 403
    bilingual ("Datenexport ist nur Team-Mitgliedern (Lead / Member)
    vorbehalten / Data export is restricted to project team members").

Cross-subtree FK detection (Q3 lock-in: keep + warn) runs one
lightweight SELECT against projects.counterclaim_of and appends one
warning row to __meta.warnings per outbound reference. Recipients can
choose to keep or strip the FK on re-import.

Filename includes 8-hex-char short-uuid disambiguator (Q5 lock-in):
paliad-export-project-<slug>-<short-uuid>-<ts>.zip — two projects with
identical titles produce different filenames even when archived
together.

Audit row in paliad.system_audit_log (no new migration — already
supports scope='project'): metadata carries root_label + root_path
(ltree) + direct_only flag (Q6 lock-in) so the audit row remains
interpretable after the project is deleted.

__meta sheet + README.txt extended to surface project-scope fields:
scope_root_label, scope_root_path, direct_only.

ExportFilename signature extended to take a rootID; Slice 1 callsite
updated to pass uuid.Nil.

8 new pure-function tests pin: sheet registry shape (24 sheets in
order), triple-source approval_policies SQL tags, direct_only narrows
subtree to root-only, no-personal-sidecars guard, attached-only
partner_units filter, shortUUIDSuffix shape, project-scope meta rows,
short-uuid filename collision avoidance.
2026-05-20 13:03:57 +02:00
mAi
1765d5e55f feat(submissions): t-paliad-215 Slice 2 — patent_number_upc helper
UPC briefs parenthesise the patent kind code ("EP 1 234 567 (B1)")
where the DE convention runs it inline ("EP 1 234 567 B1"). Slice 2
adds the {{project.patent_number_upc}} placeholder for the new UPC
templates (Q-S2-4 locked at 'all yes' on 2026-05-20).

Pure function alongside legalSourcePretty. Trailing single-letter +
single-digit kind code regex; everything else preserved. Pass-through
on unrecognised shapes — the lawyer's draft never sees a number worse
than the source value.

Wired into addProjectVars so every render exposes both forms
({{project.patent_number}} and {{project.patent_number_upc}}). UPC
templates pull the parenthesised form; DE templates ignore it.

8 test cases (more than the 6 in the brief) covering:
- EP B1 / EP A1 — common case
- DE national with kind code
- No kind code → pass-through
- Whitespace trimming
- Empty input
- WO publication number (no kind-code shape) → pass-through
- Two-digit kind code (B12) → pass-through (intentional — real EP
  kind codes are single-letter + single-digit)

No schema change, no migration, no var-bag namespace additions
beyond the one new placeholder.
2026-05-20 12:59:40 +02:00
mAi
0263a0e932 feat(approvals): t-paliad-216 — server-side hydration for back-link
Server-side additions so /inbox can render the suggest-changes back-link
without an extra client round-trip:

  - ApprovalRequestView gains NextRequestID. Hydrated via correlated
    subquery on previous_request_id; mig 103's partial index makes the
    lookup O(1) per row.
  - view_service.go approvalRowSubtitle picks up the changes_requested
    case ("Abgelehnt mit Vorschlag von <decider>").
  - filter_spec.go validRequestStatuses includes "changes_requested" so
    user-views can filter on it.
  - handlers/approvals.go isValidInboxStatus accepts "changes_requested"
    on the /api/inbox/{mine,pending-mine}?status= query. Test case added
    to TestParseInboxFilter_DropsUnknownStatus.
2026-05-20 10:02:36 +02:00
mAi
d924ab9743 test(approvals): t-paliad-216 SuggestChanges service + handler error mapping
Service-level (real DB, gated on TEST_DATABASE_URL like the rest of the
approval suite):
  - HappyPath: OLD row → changes_requested; NEW row pending with
    previous_request_id back-pointer; entity reflects counter payload;
    two project_events emitted (changes_suggested + requested).
  - NoOpRejected: identical counter + empty note → ErrSuggestionRequiresChange.
  - NoteOnlyAccepted: identical counter + non-empty note succeeds; entity
    keeps the original counter values.
  - SelfApprovalBlocked: original requester cannot suggest on their own row.
  - RequestNotPending: already-decided row rejects suggest-changes.
  - LifecycleInvalid: create-lifecycle pending → ErrSuggestionLifecycleInvalid.
  - OriginalRequesterCanApproveCounter: m's Q6 model — after the approver
    suggests changes, the ORIGINAL REQUESTER (now no longer the new row's
    requested_by) can approve the counter themselves provided their
    profession qualifies.
  - CounterApproverCannotSelfApprove: 4-Augen still holds — the suggesting
    approver cannot approve their own counter (ErrSelfApproval on the new row).

Handler-level (pure-Go, no DB):
  - SuggestionRequiresChange400: error code mapping.
  - SuggestionLifecycleInvalid400: error code mapping.
2026-05-20 09:50:07 +02:00